Create your first AI-agent
Before you begin, make sure your account is upgraded to access all available features on Yellow.ai.
The first and most important step in building an AI Agent is configuring the Super Agent. It act as the foundation for how your agent should behave, sound, and interact with users. You define its personality, tone of voice, and overall purpose.
Whether you are building an agent for chat, voice agent, or multi-turn automation, this setup ensures every interaction aligns with your brand, meets user expectations, and scales effortlessly.
Prerequisites
Start by building your AI agent in a lower environment- Development or Staging. After testing and approval, publish the agent to the Live or Production environment.
You can only create and test agents in these non-production environments. Once your changes are stable and approved, publish them to the Live or Production environment.
Depending on your subscription plan, you may have access to two or three environments. Use the environment switcher in the top-right corner to move between them.
Freemium plan contains Development and Live environments
Premium plan contains Sandbox, Staging, and Production environments.
Create a new AI Agent (for Super Admins)
Only Super admins can create a new AI agent. If you are a Super admin, follow these steps:
Login to Yellow.ai platform.
Go to the Overview page > click the AI-agent drop-down > + Create AI agent.
Click + Create AI agent.
Choose the Subscription and appropriate Data storage region where your agent’s data will be hosted and click Next.
Define the following details and click Next.
Field Name Description Name Enter a unique name for your AI agent. Choose avatar Select an animated avatar to visually represent your AI agent. Select a persona This defines the agent’s tone and communication style. You can select from the following personas:
Polite and persuasive: Ideal for sales agents.
Empathetic and helpful: Best suited for support agents.
Witty: Best for marketing agents.Role Describe the role of the AI agent in less than 400 characters.
For example, you are a banking assistant who helps users with Yellow Banking-related queries. Your role is focused on assisting with personal loans-guiding users to apply loan, checking loan status, and answering loan specific questions for better accuracy and support.
Provide either your website URL or upload documents. This content will be used to train the AI agent.
After adding the knowledge source, your AI agent will be created and ready for further configuration.
You will be redirected to the Copilot page, where you can Start typing your question or query based on the knowledge you have stored to retrieve relevant information.
After setting up the Super Agent, you can configure the Agent with the exact use cases and workflows it should manage. This structured approach improves clarity and makes it easier to scale and maintain.
Define Super agent profile
Set high-level agent identity, tone, and behavioral defaults for a consistent user experience.
Configure your agent
Build and configure specific conversation to handle distinct use cases and user intents.
Add Actions to your AI agent prompts
Add Actions to your AI agent prompts to perform tasks like collecting inputs, calling APIs, or triggering workflows.
Add Knowledge Base sources
Add Actions to your AI agent prompts to perform tasks like collecting inputs, calling APIs, or triggering workflows.
Configure Knowledge Base agent
Connect and organize your content sources to enable your AI agent to deliver accurate and relevant answers.
Preview your agent
Validate your agent's behavior before publishing to production.
Test your agent using Copilot
Use Copilot to simulate conversations and test how your AI agent responds.
Automate agent using Test suites
Automate testing of your AI agent using test suites to ensure consistent behavior and reliability before publishing to production.
Publish your AI agent
Publish your fully tested AI agent from development to live environment to make it available for end users.