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Use the Navattic Agent editor to define how your agent presents your product and converses with visitors. Before creating a Navattic Agent, set up an environment with the captures your agent will navigate during demos.
1

Create your Navattic Agent

With your environment ready, navigate to Agents and click Create Navattic Agent.Start by configuring the basic settings:
  • Demo name - An internal identifier for this Navattic Agent
  • Environment - Select the environment you set up earlier
  • Language - Choose the language the agent will speak (defaults to English)
2

Configure the agent's behavior

Define how your agent will present your product using these key settings:Objective: Describe what the agent should accomplish during the demo. This guides the overall conversation and demonstration strategy.Example:
Presentation message: The agent’s opening message when visitors join the demo. Keep this welcoming and set clear expectations.Example:
If your presentation message ends with a question, the agent will pause and wait for the visitor’s answer before continuing. Use this to qualify visitors or tailor the demo path. For example, ending with “What brings you here today?” prompts the agent to listen and adapt before moving on.
Personality and tone: Shape how the agent communicates:
  • Personality - Define the agent’s character traits (professional, friendly, enthusiastic, etc.)
  • Tone - Set the communication style (conversational, formal, technical, etc.)
Example personality:
Example tone:
3

Add guidelines and guardrails

Help your agent provide the best possible experience by defining guidelines and guardrails.Guidelines: Instructions that shape how the agent conducts demos. These help ensure consistent, effective demonstrations.Guardrails: Boundaries that define what the agent should avoid discussing or promising to keep the agent focused and ensure accurate responses.
Start with the default guidelines and guardrails, then customize based on your product and sales process.

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Next steps

After configuring the agent’s behavior, complete your Navattic Agent: