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Build, Configure, and Deploy Text-Based AI Agent

A Text Agent 💬 lets you chat with users via your website widget, WhatsApp, Messenger, Instagram, or any web-based app.
You’ll see a live preview panel while building.
💡 Tip: On the right side of your screen, you will see a Preview Panel showing your agent’s live appearance and behavior as you configure it.
⚠️ Important: At the end of each step, click Save 💾 to unlock the next step in the left sidebar.

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1️⃣ Basic Configuration – Define Your Agent’s Identity & Behavior

This section is where you set who your agent is, what it does, and how it behaves.

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🏷 Agent Name (Required)

  • This is for internal use only — it helps you identify the agent in your dashboard.
  • Choose a clear, descriptive name (e.g., Website Support, Leads Bot – EN/AR).
  • This name is not shown to end users.

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🧠 Core Instructions (Required)

This is the brain of your agent — also known as the System Prompt.
Think of it like training a new employee: you’re telling them exactly how to do their job. Include:
  • Role & Goal – The agent’s main purpose (e.g., support, sales, bookings, lead qualification).
  • Tone & Style – Friendly, professional, concise, formal, etc.
  • Language & Dialect – Specify exactly, e.g., English (US), Arabic – Saudi, Arabic – Egyptian.
  • Communication Style – Short answers, detailed explanations, or a mix.
  • Boundaries – What the agent should avoid (e.g., no legal advice, no personal opinions).
  • Compliance Requirements – Reference company policies and legal restrictions.
⚠ Guidance: Be precise. Vague instructions lead to unpredictable behavior.

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🛠 Use Pre-built Templates (Optional)

  • Start quickly by applying a ready-made role (e.g., Customer Support Agent, Sales Agent).
  • After applying, edit the Core Instructions to add your business details and policies.
  • Templates are a starting point, not a replacement for customization.
⏳ Note: Very long instructions may slightly slow down response speed.

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💬 Starter Questions (Optional)

  • Suggested prompts that appear at the start of the conversation. Add suggested prompts shown at the beginning of the chat to help users start (e.g., “Where is my order?”, “Book a demo”, “Pricing plans”).
  • Guide the user toward meaningful interactions.
  • You can add multiple and arrange their order.
  • Click Add Starter Question to insert multiple entries.
  • Order them by importance.

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🎨 Creativity Level (Temperature)

Controls how precise or creative the agent is:
  • 0.0 – 0.3 → Deterministic, factual answers (policy, docs)
  • 0.4 – 0.6 → Balanced (good for general assistants).
  • 0.7 – 1.0 → Highly creative (marketing, brainstorming).
🔹 For support bots, keep this at 0.5 or lower.
✅ Save to continue → Appearance

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2️⃣ Appearance – Design Your Web Chat Experience

This section customizes how your agent looks and speaks on your website.
⚠ Does not affect WhatsApp, Messenger, or Instagram — those follow the platform’s native style.

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🌍 Conversation Interface Language

  • Support up to 4 languages at the same time.
  • Customize all text for each language independently.
  • Widget auto-detects the website language and adjusts RTL/LTR direction automatically.
Settings:
  • Select Languages
  • Default Language – Used if detection fails.
  • Per-Language Texts:
    • Header Title
    • Header Subtitle
    • Welcome Message
    • Input Placeholder
    • Disclaimer Text

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🎨 Branding

  • Company Logo – Appears in the header.
  • Bot Avatar – Represents your AI agent.
  • Primary Color – Matches your brand.
  • Font – Choose your preferred font style.
  • Widget Position – Left, Center, or Right.
  • Powered by Wittify – Show or hide (you have to upgrade to the premium package to be able to disable it).

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⚡ Open Widget by Default

  • Decide if the chat opens automatically on page load or stays closed.
✅ Save to continue → Knowledge Base

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3️⃣ Knowledge Base – Teach Your Agent

Your agent can only answer well if it has accurate and updated knowledge.

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📂 Files

  • Upload PDFs, Word docs, Excel sheets, or text files (max 100MB each).
  • Click Upload & Train to process the content.
  • Add trusted URLs — such as your website, help center, FAQs, or policy pages.
  • The content of the added URLs will be added to the knowledge-base of the Agent. To update the content of a specific page, remove and re-add the URL.

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❓ FAQs

  • Add specific Q&A pairs for precise, controlled answers.
  • Useful for pricing, shipping, policies, etc.
🛡 Tip: Keep your Knowledge Base updated regularly to avoid outdated responses.
✅ Save to continue → Integrations & Tools

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4️⃣ Integrations & Tools – Automate & Connect

Link your agent to external systems or enable Wittify’s built-in tools.

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🏗 Built-in Tools

  • Lead Data Collection:
    • Enable to collect name, email, and phone automatically.
    • Add a custom lead request message, and give instructions to the agent how to behave.
    • Captured leads appear in your Inbox.

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🔌 External Integrations

  • CRMs – Salesforce, Zendesk (send leads/tickets automatically).
  • Booking – Google Calendar, Calendly (real-time scheduling).

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🚀 Coming Soon

  • MCP Server – Connect to almost any system.
  • Search Tool
  • Advanced Ticketing
Note: Each integration card includes a Connect button and may show which agent types it supports. Follow the in-app flow to authorize the connection. ✅ Save to continue → Deployment

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5️⃣ Deployment – Go Live

Choose where your agent will operate.

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🌐 Website (Web Widget)

  • Copy the provided embed code.
  • Paste it before the closing </body> tag on your website/App.
  • Set Allowed Domains to control where it loads. Whitelist the domains where this widget is allowed to load. Only listed URLs will be authorized.

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💬 Messaging Channels

Connect the agent to:
  • WhatsApp – Requires Facebook Business account & WhatsApp Business number.
  • Instagram – Connect via Instagram/Facebook setup.
  • Messenger – Connect via Facebook Page.
Click Connect on each channel and follow the guided steps.

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Deactivate Agent (anytime)

From the Deployment page, use Deactivate to temporarily disable the agent without deleting its configuration.
⏸ You can deactivate an agent anytime from the Deployment page.

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✅ Testing & Go-Live Checklist

  • Test all core scenarios in the Preview Panel.
  • Verify correct language & RTL/LTR behavior.
  • Check fallbacks for tricky questions.
  • Test lead collection prompts & storage.
  • Confirm embed code and allowed domains.
  • Send real messages via WhatsApp, Instagram, Messenger.

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Where Text Agents Can Work

  • 🌐 Website Widget
  • 💬 WhatsApp
  • 💬 Messenger
  • 📸 Instagram

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Notes

  • You can edit and re-deploy at any time; remember to Save each step.
  • Keep your Knowledge Base accurate and up to date to avoid hallucinations.

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📜 Compliance

All agents must comply with: Failure to comply may result in account suspension.
💡 Need help getting started?
Book a free onboarding session with one of our Customer Success Engineers and get personalized guidance on setting up your Wittify AI assistant. 📅 Book here: Schedule a Free Onboarding Session