> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jengolabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create an agent

> Step-by-step: create and configure an agent in Jengo

## Where to create an agent

1. Open **AI Hub** from the main menu.
2. Go to the **Agents** area (or the list of agents).
3. Click **Add agent** or **Create agent**.

<img src="https://mintcdn.com/jengolabs/JROncRB-ueYfPkKv/images/agent-persona.png?fit=max&auto=format&n=JROncRB-ueYfPkKv&q=85&s=deb2755203e6f737e3318a490192c595" alt="AI Hub — Add agent or Persona" width="3012" height="1720" data-path="images/agent-persona.png" />

## Steps to create an agent

### 1. Choose a template (optional)

If your organization has **agent templates**, you can start from one. Templates prefill the agent’s goal, tone, and sometimes workflows. You can still change anything after.

* Select **Start from template** and pick a template (e.g. Tenant support, Daily briefing).
* Or choose **Create from scratch**.

### 2. Basic details

* **Name** — A clear name (e.g. “Property support agent”, “Booking assistant”).
* **Description** — What this agent does, so your team knows when to use it.
* **Type** — Chat, Phone, or Email, depending on what your plan allows.

Save or continue to the next step.

### 3. Persona (configure the agent)

Open the agent and go to **Persona** (or the agent’s settings). The persona has several tabs that control how the agent behaves. For a full explanation of each tab, see [Agent persona](/agents/persona).

* **General** — Personality or instructions (how the agent should speak and act).
* **Knowledge base** — Select which folders, documents, or links the agent can use when answering.
* **Behaviours** — Turn on or off predefined behaviours (e.g. tone, escalation).
* **Workflows** — Choose which workflows this agent can run.
* **Voices** (phone/voice agents only) — Pick voice and language.
* **Actions** (voice agents only) — Configure what the agent can do during a call.

Save after each tab if the app asks you to.

### 4. Activate the agent

When the agent is ready:

* Set its status to **Active** (or **Published**) so it can receive conversations.
* If you use channels (e.g. website widget, WhatsApp), connect the channel to this agent in the relevant settings.

## Testing your agent

In AI Hub, open the agent and use the **Preview** or **Test** chat to send messages. Check that:

* Answers match your knowledge base.
* The tone matches what you set in General and Behaviours.
* If you enabled workflows, test a request that should trigger one (e.g. “I need to report a leak”) and confirm the right workflow runs.

## Next steps

* [Agent persona](/agents/persona) — What each persona tab does (General, Knowledge base, Behaviours, Workflows, Voices, Actions).
* [Example templates](/agents/example-templates) — Ideas for Property OS, Beauty OS, and Grio CX.
* [Behaviour](/agents/behaviour) — Managing behaviours.
* [Knowledge base](/agents/knowledge-base) — Adding and linking content.