How to create an AI agent
In Qefro, an “AI agent” is delivered as an AI Workspace configuration: knowledge, instructions, tools, and channels — not a separate unmanaged chatbot silo.
Choose the agent type
| Type | Audience | Typical channel |
|---|---|---|
| Customer AI | Your customers | Website widget, WhatsApp |
| Employee AI | Internal staff | Internal Portal |
See Customer AI and Employee AI.
Steps
- Sign in at app.qefro.com.
- Create an AI Workspace with a clear name (Support, HR, IT, Sales).
- Upload knowledge — policies, product docs, SOPs. Wait until indexing succeeds.
- Set instructions / personality for the workspace (tone, handoff rules, languages).
- Test in Console chat — require citations; fix missing docs when answers are weak.
- Invite teammates and assign workspace access — Administration.
- Publish a channel:
- Customers → Website widget and/or Configure WhatsApp
- Employees → Internal Portal branding and access
- Optional: ask engineering for Business Tools when the agent must take actions (orders, tickets).
Workflow
Agent ready for a channel
- Create workspace — Name by team or use case.
- Load knowledge — Quality in → quality out.
- Tune instructions — Handoff, tone, out-of-scope.
- Test with real questions — Use production-like prompts.
- Bind channel — Widget, WhatsApp, or Internal Portal.