1
Open AI agents
Sidebar → AI agents → New agent.
2
Name and greeting
- Name — what customers see in the widget header. Keep it short and humanish (“Kay”, not “KeloaSupportBot”).
- Greeting — the first message on webchat. One friendly line.
3
Pick a model
Most workspaces do fine on the default model. Upgrade to a bigger model only if answers feel shallow after you’ve improved knowledge and the prompt.
4
Write the system prompt
The system prompt is the single biggest lever. See System prompt for templates and advice.If you leave it blank, Keloa generates a starter from your workspace context.
5
Attach knowledge
New agent = empty knowledge. Add sources in the agent’s Knowledge tab, or go to Knowledge → New source and pick this agent.See Knowledge.
6
Enable tools (optional)
Under Tools, enable what this agent is allowed to do — lookup a Shopify order, hand off to a teammate, fetch a tracking number, etc. See Tools.
7
Set status to live
Flip the status to live and save. The agent will answer on any channel you attach it to.