Create Your First Agent

This guide walks you through creating your first AI agent with the New Agent wizard. You do not need to upload documents or connect a database for this tutorial.

You will build Atlas, the operations assistant of Kirana Group, a fictional company with offices, project sites, and warehouses. Atlas helps Kirana's employees with internal policies, safety rules, and compliance questions. The same agent is used throughout these guides and in Configuring Your Agent.

Before you start

• You have a Qlar account and can open the CMS.
• Keep the answers from the table below at hand. The whole wizard takes about five minutes.

Scenario used in this tutorial

Step 1: Open New Agent

Click New Agent in the top bar of the CMS. The button is always there, whether you are on My Agents or inside an existing agent.

Step 2: Choose the agent type

The wizard opens with Turn ideas to agents, in just moments. and a card for each agent type. Each type asks its own setup questions and comes with its own defaults. Custom Solution lets you start from a blank slate. The list of types can differ per workspace.

For Atlas, click SOP & Internal Knowledge. It is made for agents that help employees find company information, policies, and procedures.

Step 3: Describe your organization

Step 1 of 4 asks about your business. The answers help the wizard write a better default persona for your agent.

1. What is your business or institution name? → Kirana Group
2. Which industry does your business or institution belong to? → Logistics & Transportation. The list has no construction option. Kirana runs project sites and warehouses, so this is the closest fit.
3. What is your business website? → leave it empty. If your company has a public website, enter it here so the agent can learn your brand.

Click Continue.

Step 4: Set up the agent's behavior and look

Step 2 of 4 defines how the agent talks and what it looks like.

1. What would you like to name this agent? → Atlas. Fun fact: the placeholder in this field literally suggests "Marcus, Atlas, Sage".
2. How should the agent communicate with employees? → Clear & concise - Straightforward, easy to understand
3. How proactive should the agent be? → Balanced - Guide when needed
4. What language should the agent use? → keep the default Auto. The agent replies in the user's language: a question in English gets an English answer, a question in Indonesian gets an Indonesian answer. You can also type a fixed language.
5. Should the logo include a character? → Symbol only - Clean, professional mark
6. What visual style should the agent have? → Sharp & technical - Precise, structured, data feel

The last two answers are used to generate a logo and an avatar for your agent. You can replace them with your own images later.

Click Continue.

Step 5: Choose the knowledge areas

Step 3 of 4 asks What internal knowledge areas will this agent cover? Tick every area the agent should help with. For Atlas, tick:

• Company policies & guidelines
• Safety protocols & SOPs
• Compliance & regulatory requirements

The other options are Warehouse operations procedures, Fleet management & maintenance, Shipping documentation standards, and Other. Leave them unticked.

Click Create Agent.

Step 6: Wait while the agent is built

Step 4 of 4 shows Bringing your agent comes to life... with a progress list. The wizard sets up the agent's personalized look, crafts the dark mode and light mode logos, creates the avatar, styles the dark and light mode appearance, and adds the final touches.

The screen says it may take a couple of minutes. In our test it took about 40 seconds. Keep the page open; the next screen appears on its own.

Step 7: Your agent is created

When everything is ready, you see Your agent has been successfully created! and Atlas is ready to help you. Training continues in the background, but you can already configure the agent and chat with it.

Click Continue.

Step 8: Meet Atlas on the Dashboard

You land on the agent's Dashboard (under Home in the agent sidebar). A new agent has no conversations yet, so it shows No Statistics Available.

On the right is the live preview, where Atlas is already active. It shows:

• The Kirana Group logo the wizard generated.
• A welcome message written from your answers, such as "Welcome to Atlas, Kirana Group's logistics and transportation knowledge assistant..."
• Three suggested questions your employees might ask.
• An Ask Atlas input at the bottom.

Step 9: Try a conversation

Type a question in Ask Atlas and press Enter (or click the send button). For example:

What should I check before using a ladder on site?

Atlas answers in the same panel. It lists general checks: the ladder's condition, whether it suits the task, where you place it, how you set it up, and the surroundings. It also tells you to follow your site's ladder procedure.

These two screenshots were taken after the branding from Setup and Publish was applied, so your preview still shows the generated logo and welcome message.

That is a sensible answer, but it comes from general knowledge. Atlas does not know Kirana's own ladder rules yet, because you have not given it any documents. In Documents you upload Kirana's SOP, and from then on Atlas answers from your rules and names the SOP it used.

The preview runs your latest saved configuration, so you can test changes here before your users see them. See Setup and Publish for how saving, previewing, and publishing fit together.

Check the result

• My Agents lists Atlas.
• The preview shows a logo, a welcome message, and three suggested questions.
• Atlas answers a question in the language you asked it in.

Troubleshooting

"Agent Limit Reached" appears when I click New Agent. Each user can own a limited number of agents, and the message shows the maximum. Delete an agent you no longer need, or ask your administrator.

The wizard stays on "Bringing your agent comes to life..." for a long time. Generating the logos and avatar often takes under a minute, but it can take a couple of minutes. Keep the page open and wait for the confirmation screen.

I made a mistake in the wizard. Everything you entered can be changed later from the agent sidebar, for example the name and logo in Profile and the tone in Behavior. You do not need to create the agent again.

Atlas gives a general answer instead of Kirana's rule. That is expected until you add knowledge. Upload your SOPs in Documents.

Next steps