
Create the agent
- Select + Agent to open Create new agent.
-
Fill out the fields carefully (these become your default baseline for all later testing):
-
Project name
- Use a clear, descriptive name that won’t become misleading later.
- Good:
Acme Support Agent,Webchat L1 Sandbox,Hotel Concierge (US). - Avoid:
Test,New agent, or names that explicitly name an environment (Prod,Live).
-
Response language
- Select the primary language/locale your users will interact in.
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Agent voice
- Pick a reasonable starter voice. You can always change this later.
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Greeting
- Keep it short and broadly reusable.
- Aim for one sentence that works for both a chat bot and a voice agent.
- Example:
Hi—how can I help today? - Avoid over-specific or wordy greetings.
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Project ID
- Treat this like a stable identifier. It will determine the project URL inside Agent Studio.
- Example:
my-shop-support-l1,hotel-concierge-sandbox. - If you expect multiple similar agents, build a predictable pattern now.
-
Project name
- Select Create.
Confirm the baseline workspace
After creation, you land in the agent workspace. By default, this will be the Knowledge base, in an empty state (“You don’t have any topics”) with an Add topic button. Next:- Confirm you can identify the agent you’re in:
- The header shows the agent name and language.
- The agent is in Draft state.
- Use the left navigation to check you can access:
- Build
- Agent: baseline behavior configuration (greeting/personality/role/behavior text).
- Knowledge base: later, you’ll learn to simple FAQ, SMS/handoff topic, and multiturn topics here.
- Variant management: where you’ll configure variants later (even if you ignore it for now, confirm it opens).
- Voice
- Agent voice: where you’ll configure assistant/disclaimer voices and preview changes.
- Configure
- Environments: where you’ll test and promote changes safely (Sandbox → Pre-release → Live, depending on your setup).
- You may also see other configuration areas (Numbers, Settings, Configuration builder, Dashboards). You won’t need to configure them for Level 1, but you may return to them later.
- Build
Verify
- The project loads without errors and stays stable across page changes.
- You can access (at minimum):
- Agent (baseline behavior configuration)
- Knowledge base
- Variant management
- Agent voice
- Environments
- The Knowledge base page shows an empty state with a clear call to action (for example, Add topic), indicating you’re ready for the next steps in the checklist.

