Quickstart

Get your first AI agent running in 5 minutes

Quickstart

This guide walks you through creating your first AI agent and testing it.

Prerequisites

• An Aimna account (sign up here)
• Credits in your workspace (new accounts get free trial credits)

Step 1: Create an agent

1. Go to Agents

   Navigate to Agents in the left sidebar of your dashboard.

2. Click Create Agent

   Click the + Create Agent button in the top-right corner.

3. Configure basics

   • Name: Give your agent a name (e.g., “Sales Assistant”)
   • Agent Mode: Choose Chat for text, Voice for phone, or Both
   • System Prompt: Describe your agent’s personality and instructions

   You are a friendly sales assistant for Acme Corp.
   Help visitors learn about our products and pricing.
   Be concise and helpful. If they want to buy, collect
   their name and email.
   
4. Save

   Click Save to create your agent.

Step 2: Test your agent

Test via dashboard

1. Open your agent’s settings page
2. Use the Test Chat panel on the right side
3. Send a message and see the agent respond

Step 3: Deploy

Choose how you want to deploy your agent:

Website Widget

Embed a chat or callback widget on your website with a single script tag.

Phone Number

Assign a phone number so your agent can handle inbound and outbound calls.

What’s next?

• Set up a knowledge base to give your agent domain-specific knowledge
• Add functions like call transfer, calendar booking, or custom API calls