> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Navattic Agent

> Configure your agent's objective, presentation message, personality, guidelines, and guardrails.

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](/agents/build/environments) with the captures your agent will navigate during demos.

<Steps>
  <Step title="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)
  </Step>

  <Step title="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:*

    ```
    Guide prospects through our project management features,
    focusing on team collaboration and workflow automation capabilities.
    ```

    **Presentation message**: The agent's opening message when visitors join the demo. Keep this welcoming and set clear expectations.

    *Example:*

    ```
    Welcome! I'm here to show you how our platform helps teams
    collaborate more effectively. What brings you here today?
    ```

    <Tip>
      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.
    </Tip>

    **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:*

    ```
    Professional and knowledgeable, but approachable. Acts as a
    helpful product specialist who understands customer challenges.
    ```

    *Example tone:*

    ```
    Conversational and clear. Avoids jargon unless the visitor
    demonstrates technical expertise.
    ```
  </Step>

  <Step title="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.

    <Tip>
      Start with the default guidelines and guardrails, then customize based on your product and sales process.
    </Tip>
  </Step>
</Steps>

## Next steps

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

* [Design the conversation flow](/agents/build/conversation): Structure the demo into stages with topics, starters, and outcomes.
* [Provide knowledge and resources](/agents/build/knowledge): Give the agent product context, documentation, FAQs, and shareable resources.
* [Configure agent settings](/agents/build/settings): Customize the avatar, welcome screen, calls to action, and scheduling.
* [Test and publish](/agents/build/publish): Preview your agent and publish it to visitors.