How to Create a New AI Agent

How to Create a New AI Agent

Here’s a step-by-step overview of how to set up your AI Agent:

1. Start from Your Unibox

From your Neexa dashboard, go to Unibox Click the current agent name at the top for a dropdown Click + New AI Agent

This opens the setup view where you can customize the agent’s profile.

2. Upload a Profile Picture

In the AI Profile tab Click the Pen icon in the profile picture square Upload a 500x500px image from your device

💡 Tip: Choose a friendly, on-brand avatar that represents your business. It’s what customers will see in chats.

3. Give Your Agent a Name

Scroll to the Agent Name field Type a name like Nia, Alex, or ShopBot.

💡 Tip: Keep it short and easy to remember. This name will show up in all conversations and helps personalize the experience.

4. Write a Greeting Message

Still in the AI Profile tab Scroll to Greeting Message Type a short welcome message

Example:
“Hi there! 👋 I’m Nia — here to help with anything you need.”

💡 Tip: Make it warm and approachable. Emojis are welcome if they fit your brand tone.

5. Assign the Agent’s Role

Under AI Role dropdown > Choose between Sales Assistant or Inquiry Assistant

💡 Tip: You can always switch roles later. Or, if you want one AI for support and another for sales, just create two agents with different configurations.

6. Assign the Agent a Business

Under AI Role dropdown > Choose a business for your Sales Assistant or Inquiry Assistant

Why Use Multiple AI Agents?

Neexa lets you deploy different agents for different use cases. For example:

• A sales-focused agent on your website and socials
• A support-focused agent on your help center

Final Thought

Think of your AI agents as digital teammates. The more you tailor them, with the right name, greeting, role, and business info, the better they’ll perform. Whether you’re focused on sales, service, or both, your AI agents will be a direct extension of your brand.