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Create, train, and deploy your first Weav AI Agent in minutes. Follow this step-by-step guide to get your intelligent assistant ready to help your customers. In just a few steps, you’ll have a fully functional AI Agent capable of instantly answering customer questions, resolving routine issues, and seamlessly handing off complex problems to your human team. Let’s get started! Overview Here is what we’ll accomplish in this guide:
1

Create & Customize Your Agent

Set up a new AI Agent, define its role, and customize its tone of voice.
2

Train with Your Data

Upload your existing knowledge base—like FAQs, website links, or PDFs—so your Agent knows your business inside and out.
3

Test in the Playground

Use the Agent Playground to test responses and refine your Agent’s behavior before going live.
4

Deploy to Your Channels

Activate your Agent on your website widget or email channels.

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Step 1: Create & Customize Your Agent

Your Agent is the frontline of your customer support. Let’s give it an identity. Navigate to the Agents Dashboard After signing into your Weav workspace, navigate to Agents in the main sidebar. Click the “Create Agent” button. Configure Basic Settings Give your Agent a personality that matches your brand:
  • Name: Give your Agent a friendly name (e.g., “Support Assistant”).
  • Role & Instructions: Provide clear, high-level instructions on how the Agent should behave. (e.g., “You are a helpful and polite support assistant for ACME Corp. Keep your answers concise and always offer to connect the user with a human if they are frustrated.”)
  • Tone: Decide if you want the Agent to sound professional, casual, enthusiastic, or empathetic.
  • Quick Prompts: Set up 2-3 common questions that users can click immediately when they open the chat widget (e.g., “What are your shipping times?” or “How do I reset my password?”).

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Step 2: Train with Your Data

Your AI Agent needs high-quality information to provide accurate answers. Weav allows you to train your Agent using multiple Knowledge Sources. Navigate to your Agent’s Knowledge or Training tab to start adding sources.
Training happens automatically! Once you add a source, Weav processes it in the background. You can continue setting up your Agent while it learns.

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Step 3: Test in the Playground

Before letting your Agent talk to real customers, you should verify its knowledge. Navigate to the Playground tab within your Agent’s settings. Evaluate Response Quality The Playground is a safe, internal testing environment. Try asking your Agent a few questions based on the data you just uploaded. As you test, look for:
  • Accuracy: Are the facts correct based on your training data?
  • Tone: Does it sound like your brand?
  • Formatting: Is the response easy to read?
If the Agent gives an incorrect answer or says “I don’t know,” you likely need to add more training data to cover that specific topic, or tweak your Agent’s base instructions to be more explicit. Step

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4: Deploy to Your Channels

Once you are satisfied with your Agent’s performance in the Playground, it’s time to put it to work! Unlike standalone chatbots, Weav Agents live directly inside your Unified Inbox and can respond across different channels.
1

Enable the Agent

Go to your Agent’s Settings and ensure its status is set to Active.
2

Assign to Channels

Decide where this Agent should operate.
  • Chatbot: The Agent will instantly reply to customers chatting on your website.
  • Email: The Agent can draft auto-replies for inbound support emails.
3

Configure Handoff Rules

Weav’s superpower is the seamless transition to a human. Set your escalation rules. For example, instruct the Agent to assign the conversation to your Support Team inbox if the user explicitly asks for a “human” or if the AI cannot resolve the issue after a few attempts.
🎉 Congratulations! You’ve successfully created, trained, and deployed your first Weav AI Agent! Your customers will now enjoy instant, accurate answers 24/7, and your human team can focus on the complex, high-value conversations that matter most. What’s Next?