Step 2 - Set up your AI agent
Give your agent a personality, name and business knowledge
Related lesson
Create an AI sales agent for WhatsApp
Create your sales agent and configure the basics.
After connecting WhatsApp, open "My AI agent" in the sidebar. This is where you define how the agent behaves.
Basic AI agent setup:
Click "My AI agent" in the left sidebar
You can also open: agentezap.online/meu-agente-ia
✓ The Agent Editor opens with the "Test it as if you were your customer" panel on the right.
In the Adjust by chatting tab (the default), describe how you want your agent to behave
Write a clear instruction in Portuguese. For example: 'You are Mari, a customer service representative at João's Snack Bar. Be friendly and reply in Portuguese. Always ask the customer's name. Our menu: cheeseburger R$15, Coke R$6.' Be specific about your business name, products, opening hours and tone of voice.
✓ The agent confirms it has adjusted the prompt based on your instruction.
Check the generated prompt by clicking the "Instructions" tab
The Instructions tab shows the full prompt. Review it and make manual changes as needed.
✓ The complete agent instructions are shown in editing mode.
Activate the agent with the 'On/Off' switch at the top
The switch set to 'On' means the agent is active and will reply automatically. 'Off' means the agent is paused.
✓ The switch reads 'On'. The agent starts replying automatically.
Tip: Example of a good prompt: "You are Mari, the virtual customer service representative at João's Snack Bar. Be friendly and reply in Brazilian Portuguese. Always ask the customer's name. Our menu is: cheeseburger R$15, Coke R$6..."
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