Quick Start

Goal: Build an agent that answers knowledge base questions and posts to Slack.

6.1 UI Walk‑Through

  1. Begin Creating • Click Get Started → Builder → New Agent • Basic tab → Agent Name: "KB‑Responder" • Intro Message: "Hi! I'm your internal FAQs helper." • Press Save Draft (this unlocks Knowledge upload & integrations)

  2. Personality & Instructions (optional) • Personality → choose Friendly Professional • Instructions → keep default for now

  3. Knowledge • Click Upload Document → select a PDF or paste a URL → Ingest • The doc is chunked, vectorised, and exposed as kb.search

  4. Integrations • Top nav → Integrations • Select Slack card → Sign in to Connect → Enter login information → Enable permissions • Connection status turns Available

  5. Tasks • Back to Builder → Tasks tab → New Task • Input: "What is our refund policy?" • Click Run and watch live timeline: kb.search → llm.generate → slack.post

✅ Result: a polished answer lands in Slack with a source citation.

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