Skip to main content

Create Your First Agent

An agent is your AI-powered assistant that handles customer conversations across all connected channels. Each agent has its own knowledge base, personality, and settings. You can create multiple agents for different business lines, products, or campaigns — each working independently 24/7.

Mojeeb AI agent customer support - Agent Studio setup page

What is a Mojeeb agent?​

A Mojeeb agent is an AI chatbot that answers customer questions, captures leads, and engages with your audience across multiple channels. Each agent can:

How do I create an agent?​

  1. Click the agent selector dropdown (showing your current agent name) in the top-right corner of the dashboard
  2. Click Create New Agent at the bottom of the dropdown
  3. Enter a name for your agent (required, 2-255 characters)
  4. Enter system instructions that define your agent's personality, tone, and behavior
  5. Click Save

Your agent is created with a "draft" status. You can start adding knowledge and connecting channels immediately.

The number of agents you can create depends on your subscription plan.

How do I switch between agents?​

Click the agent selector dropdown in the top-right corner. You will see a list of all your agents. Click any agent to switch — all dashboard data (conversations, leads, knowledge base, settings) updates to reflect the selected agent.

If you have many agents, use the search field at the top of the dropdown to filter by name.

How do I customize my agent?​

Go to Setup in the sidebar to open the Agent Studio. This is your agent's configuration page with two main sections:

Main Instructions​

The system prompt that defines your agent's personality and behavior. This is the most important setting — it tells the AI how to respond, what tone to use, what information to collect, and when to hand off to a human. Click the card to expand and edit it.

Knowledge Base​

The information your agent uses to answer questions. You can:

  • Upload documents — PDF, Word, Excel, CSV, or text files (see Knowledge Base for details)
  • Write manually — Create entries with a title and rich text content
  • Delete entries — Remove outdated information

Click the three-dot menu (⋮) at the top to add knowledge, add attachments, or configure automated follow-ups.

Can I test my agent before connecting it?​

Yes. The Agent Studio includes a test chat panel on the right side of the page. Type messages to test how your agent responds based on its current knowledge base and system instructions.

On desktop, the test panel is always visible. On mobile, tap the Test button to open a slide-out panel.

Use the test chat to:

  • Verify responses are accurate and on-brand
  • Check that knowledge base content is being used correctly
  • Test different types of customer questions
  • Iterate on your system instructions

Click New Conversation to reset the test chat and start fresh.

How do I configure automated follow-ups?​

Click the three-dot menu (⋮) and select Automated Follow-Ups. This opens a settings modal where you can:

  • Enable/disable follow-ups — Master toggle for the feature
  • Select platforms — Choose which channels send follow-ups (WhatsApp, Facebook, Instagram)
  • Configure up to 3 follow-up steps — Each step has a delay (1 to 1,440 minutes / 24 hours) and can be individually enabled or disabled

Follow-ups automatically re-engage customers who stop responding during a conversation. See Follow-Ups for more details.

What agent settings are available?​

SettingDescription
NameHow your agent identifies itself (max 255 characters)
System InstructionsThe AI prompt that defines personality and behavior
LanguageThe agent's primary language (e.g., English, Arabic)
Allow HandoffWhether the agent can transfer to human mode (default: on)
Follow-Up EnabledActivate automated follow-up messages
Follow-Up PlatformsWhich channels send follow-ups
StatusDraft, Active, or Deleted

What's next?​

After creating your agent:

  1. Train your agent with your knowledge base
  2. Embed the widget on your website
  3. Connect additional channels like WhatsApp or Facebook
  4. Set up automated follow-ups to re-engage customers
  5. Monitor conversations and leads as they come in

Common questions​

Can I have multiple agents?​

Yes. Each agent operates independently with its own knowledge base, conversations, leads, and settings. The number of agents you can create depends on your subscription plan.

Can I delete an agent?​

Yes. Deleting an agent is a soft delete — it sets the agent's status to "deleted" and removes it from your active list. Conversations and leads associated with the agent are preserved.

Can different agents share the same knowledge base?​

Knowledge base entries are linked per-agent. Each agent has its own separate knowledge base content.

How do I change my agent's AI model?​

The AI model provider is configured at the agent level. Contact support if you need to change the model provider for your agent.