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.
Attach to a channel
An agent does nothing until it’s linked to a channel or flow. You can link it in two places:- From the agent editor. Open the agent’s Channels tab. Web widget and Email set where this agent answers on your site and inbox addresses. Social channels lists your connected Messenger Pages, Instagram accounts, WhatsApp numbers, Telegram bots and Slack. Click Bind to this agent on the one you want.
- From Integrations. Open Integrations → the channel, and pick this agent under Answered by on the Page, number or bot’s card (on a Slack workspace’s card: AI agent).