Tutorial Details
Creating Agents in Eyaana – Made Super Simple!
🧠 What is an Agent in Eyaana?
In Eyaana, every user is called an Agent.
You can add two types:
• 🤖 AI Agents – Automated digital assistants for calls and chats
• 👤 Human Agents – Real-life team members who handle customer interactions
Let’s go step-by-step and set up both!
🚀 Step-by-Step Setup Guide
🤖 Step 1: Create an AI Agent
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Go to Agents > Agent List
Figure: Agent List
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Click Add New Agent
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Select Agent Type: AI Agent
📝 Fill out the basics:
• Name your agent (e.g., Zia, Nora, or anything you like)
• (Optional) Leave Agent Group blank for now
📞 Select:
• WhatsApp Voice
• Phone Call Voice — This is how your AI sounds on calls
🎭 Choose a profile picture — it’ll appear in the website widget
📂 Assign a Knowledgebase Folder
💡 Pro Tip: If you have just one AI agent, give it access to all knowledge folders
🧵 Assign to a Pipeline (great for multi-brand setups)
🎉 Click Create Agent
Figure: Creating AI Agent
🎨 Step 2: Add Personality to Your AI Agent
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Click Edit on the newly created agent
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Go to Persona and add a tone:
👉 “You are a young female sales & support agent. Be polite and keep answers short & helpful.” -
(Optional) Add sample conversations under Learning Tone
📊 Under Performance, assign monthly KPIs if needed
Figure : Adding performance target against AI agent
✅ That’s it — your AI agent is ready to work 24/7!
👩💼 Step 3: Create a Human Agent
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Go back to Agent List
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Click Add New Agent
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Choose Agent Type: Human Agent
👤 Enter details:
• Name
• Phone number
• Email address
• Password
🌐 Select:
• Supported languages — helps with live chat translation
• Knowledgebase access
• Assign to a Support Pipeline
🎯 (Optional) Add a Persona and Learning Tone
🧠 Why? Even human agents copy AI responses during chats — matching tones keeps the style consistent and professional
📈 Set performance goals if you want
🔥 Click Create Agent — and your human teammate is good to go!
Figure: Creating Human Agent / User
🎬 Wrap-Up
With Eyaana, setting up agents — both AI and human — is fast, easy, and scalable.
Now your team is ready to deliver smarter, faster, and more consistent conversations.
Do you need help?
Having trouble Using or understanding any feature? Take help from Wisemind, Your help agent inside Eyaana Dashboard. You can also book a demo with us or email us Info@eyaana.com.
