Create an agent

Your first agent is created when you finish the setup wizard. If your plan allows more than one, create another from AI & Automation → My Agents with the Create agent button or the New agent card.

How many agents your plan includes

Plan	Agents
Free	1
Starter	1
Pro	3
Ultra	10

At the top of My Agents you can see how many you’re using, for example 1 of 3 agents. When you reach the limit, the New agent card changes to 1/1 agents used and offers to upgrade your plan.

For now, you can’t delete or archive an agent from the panel. On the Free and Starter plans, the agent the setup wizard created takes your only slot; you can change its entire job and configuration, but you can’t create another one.

The steps

Create agent opens the same wizard you used at the start, without the Personalize chapter:

1. Workspace: the Agent name. The business name already comes from your workspace.
2. Agent’s job: Products, Services, or Products and services and, if you sell products, Shipping, Pickup, or Both.
3. Operations: delivery rules, locations, and payment collection, depending on the job you chose.
4. AI model: one comes preselected.
5. Voice: how the agent should talk.
6. Connect and collaborate: catalog, services, and channels.
7. Review: confirm and click Create agent and review.

The agent is created as a draft and turned off. Then you assign it a channel and turn it on with Validate and launch.

What your agents share

Each agent has its own job, voice, model, abilities, and channels. Business data belongs to your whole workspace, and all your agents use it:

• products, services, and photos;
• locations, payment methods, and bank accounts;
• business description, policies, and social media.

If you change a location or a bank account while creating an agent, the change applies immediately for all of them.

Each channel can be assigned to only one agent at a time. Read Connect and assign your first channel.