How to Create an Agent in YouNme.ai

Learn how to create a new AI agent in youNme.ai for sales outreach, customer engagement, onboarding, or support use cases. This guide covers the basic setup and configuration process.

Steps to Create an Agent

1. Log in to your youNme.ai dashboard.

2. Click Create Agent or New Agent.

   

3. Complete the initial setup fields:
   • Agent name (The agent will refer to this name)
   • Agent description 

   • Intended use case or goal

     

4. Choose the type of experience you want the agent to support, such as:
   • Sales engagement
   • Customer support
   • Product education
   • Lead qualification
5. Configure the agent behavior:
   • Welcome message
   • Suggested prompts
   • Lead capture options
   • Tone or personality settings
6. Save your changes.

Best Practices

• Use a clear agent name so team members can identify it easily.
• Keep welcome messages short and conversational.
• Test the agent before sharing publicly.

Once created, your agent can be trained with company knowledge and connected to integrations.