Learn how to create a new AI agent in youNme.ai for sales outreach, customer engagement, onboarding, or support use cases. This guide covers the basic setup and configuration process.
Steps to Create an Agent
- Log in to your youNme.ai dashboard.
Click Create Agent or New Agent.
- Complete the initial setup fields:
- Agent name (The agent will refer to this name)
- Agent description
Intended use case or goal
- Choose the type of experience you want the agent to support, such as:
- Sales engagement
- Customer support
- Product education
- Lead qualification
- Configure the agent behavior:
- Welcome message
- Suggested prompts
- Lead capture options
- Tone or personality settings
- Save your changes.
Best Practices
- Use a clear agent name so team members can identify it easily.
- Keep welcome messages short and conversational.
- Test the agent before sharing publicly.
Once created, your agent can be trained with company knowledge and connected to integrations.