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In Shortext, an Agent is your AI-powered assistant — the entity that interacts with users, handles messages, and triggers automations or API calls. This guide will show you how to create, configure, and test your first Agent.

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🧩 Step 1 — Access the Agents Section

From your main dashboard, click “Agents” in the left navigation sidebar. Agents list screen Here you can view all your existing agents or create new ones.

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⚙️ Step 2 — Create a New Agent

Click “New Agent” (or “Create Agent”) in the top right corner. Agent creation form Fill in the required details:
  • Agent Name → e.g. “Support Assistant” or “Recruitment Bot”
  • Description → A short sentence describing what this agent does.
  • Language → The default language for conversations (English, French, etc.)
  • Active Status → Whether the agent is live or in test mode.
Choose a meaningful name — it will appear in analytics and user session tracking.

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🧠 Step 3 — Define the Agent’s Personality

Every agent can have its own personality and tone of voice. Agent personality configuration You can define:
  • Tone → friendly, professional, neutral, etc.
  • Behavioral Instructions → custom rules that guide how the agent responds.
  • Context Memory → whether the agent remembers past interactions.
Example: 
{
  "tone": "friendly",
  "style": "concise and helpful",
  "instructions": [
    "Always greet the user warmly.",
    "Keep messages short and easy to understand.",
    "If the question is unclear, ask for clarification."
  ]
}
You can update an agent’s personality anytime without losing its previous conversation data.

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🔗 Step 4 — Configure Channels

Each agent can be connected to one or more messaging channels. Agent channel configuration Supported channels include:
  • WhatsApp Business API
  • Telegram
  • Web Chat (optional)
Select the channel(s) the agent should respond on, and provide any necessary credentials (like your WhatsApp phone number or API token).
If you’re using WhatsApp, make sure your number is already verified and linked to a WhatsApp Business Account.

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🧰 Step 5 — Connect APIs or Automations (Optional)

Agents can perform external actions by calling APIs or triggering automations. This allows your bot to fetch data, send updates, or perform business logic dynamically. Agent API configuration Examples:
  • Fetch a user profile from your CRM
  • Send payment confirmation
  • Log a new support ticket
Configuration details are covered in: 👉 API Configuration & Testing →

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🧪 Step 6 — Test Your Agent

Once your agent is configured, you can test it directly within Shortext. Agent test chat interface Testing Options:
  • Internal Sandbox Chat — Send messages to see how the agent responds.
  • Live Channel Test — If linked to WhatsApp, send a real message from your number.
  • Debug Console — Inspect the raw message exchange and AI reasoning (if available).
Testing helps fine-tune your prompts, responses, and API actions before going live.

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🚀 Step 7 — Activate Your Agent

Once satisfied with your test results, toggle the “Active” switch. Your agent is now live and ready to handle conversations from your users. Agent activation toggle 🧭 What’s Next Now that your first agent is up and running, continue with: Customizing Personality and Responses → Connecting WhatsApp → Testing APIs with Your Agent →
Agents are central to Shortext — once created, you can link them to automations, monitoring tools, or even ticketing systems to extend their capabilities.