> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ycloud.com/llms.txt
> Use this file to discover all available pages before exploring further.
# How to Create and Configure an AI Agent
> Create, configure, test, publish, and assign an AI Agent.
## 1. Create an AI Agent
A newly created AI Agent remains a draft. Complete the setup, test it in Preview, and click **Publish** before assigning it to a WhatsApp number.
In the YCloud console, open **AI Agent** and click **Create Agent**.
1. Enter a name for the Agent.
2. Select the role that best matches your use case.
3. Complete the required information and click **Create**.
| Role | Best for |
| - | - |
| Lead acquisition | Capturing and qualifying leads. Select the contact attributes the Agent should save during creation. |
| Shop assistant | Helping customers find and learn about products. |
| Customer service | Answering common questions and providing 24/7 support. |
| Custom agent | Building an Agent for a custom use case. Describe its responsibilities and goals during creation. |
***
## 2. Configure the Agent
### Profile
* **Basic:** Add the name, description, and brand background. Brand information helps the Agent understand your industry, products, and services.
* **Guidance:** Select a tone of voice and fallback language. Use Instructions to define the Agent's role, response style, workflow, and boundaries.
* **Actions:** Configure actions such as closing conversations, escalating to human agents, adding contact tags, and updating contact attributes. Clearly describe when each action should run.
**Tip:** Write clear, specific steps in Instructions. State when the Agent must escalate to a human and what information it must never invent.
### Capabilities
* **Skills:** Break complex tasks into steps so the Agent can follow a defined workflow.
* **Knowledge base:** Add business information that the Agent can use to answer customer questions.
**When changes take effect:** Profile and Skills changes require publishing. Knowledge base changes take effect immediately.
***
## 3. Preview and Publish
1. Enter common customer questions in the **Preview** panel and review the responses.
2. Test knowledge answers, action triggers, human escalation, and unexpected questions.
3. Click **Restart preview** when you want to start a new test conversation.
4. When the Agent is ready, click **Publish**. If the status is **Draft ยท Unpublished**, the latest changes are not live.
***
## 4. Assign the AI Agent to a WhatsApp Number
Complete and publish the Agent before assigning it to a number.
Go to **WhatsApp accounts > Settings > Inbox > Assignment**.
> **Select the number you want the AI Agent to handle.**
> **Assignment settings**
Under **Assign to**, select **AI Agent**, then choose the AI Agent that should handle the conversations.
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