Creating Your First Agent

The Agent Builder is a no-code interface for configuring, testing, and publishing AI agents. You can build agents for in-app chat, voice, or WhatsApp from the same interface, with channel-specific settings applied per channel.

Start with a Template

RevRag AI provides a library of pre-built agent templates for the most common BFSI use cases:

• Onboarding Guide - walks users through KYC, document upload, and activation
• Support Agent - answers product questions and escalates to a human when needed
• Collections Agent - contacts customers about overdue payments via voice or WhatsApp
• Sales Nudge - proactively engages users showing purchase intent signals

Configuring Agent Behavior

Each agent has a set of configurable behaviors. You define the agent's persona (name, tone, language), the knowledge base it can reference, the tools it can use (CRM lookup, form autofill, human handoff), and the conditions under which it triggers.

Trigger Conditions

Triggers define when the agent activates. You can configure:

• Screen-based triggers - agent activates when a user lands on a specific screen
• Behavioral triggers - agent activates after a signal like inactivity, rage tap, or repeated field errors
• Event-based triggers - agent activates when a specific event fires from your app
• Scheduled triggers - agent activates at a specific time (for campaigns)

Testing Before Publishing

Use the Agent Sandbox to test your agent before publishing. The Sandbox lets you simulate user sessions, trigger behavioral signals, and inspect the agent's responses in real time. You can also invite team members to test via a staging link.