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User Registration and AI Agent Creation

This guide explains how to register on Monobot CX, create and run your first AI agent.

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Registration Process

  1. Go to the Registration Page

  2. Enter Your Details

    • Fill in your email and password.
    • Confirm your password.
    • Agree to the Terms and Conditions.
  1. Verify Your Email
    • After submitting the registration form, you will receive a verification link in your email.
    • Click the link to verify your email address.

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Creating an Organization

  1. Log in to Your Account

    • After verifying your email, log in to Monobot CX.

  2. Create a New Organization

    • Navigate to the Organizations section in the sidebar.
    • Click Create New Organization.
    • Enter a name for your organization and click Create.

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Creating an AI Agent

  1. Navigate to AI Agents
    • Click on the AI Agents tab in the left sidebar.
    • Click the New Agent button.

  1. Choose a Template or Create a Custom Agent

    • Select from pre-built templates or create a custom AI agent based on your needs.

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Running the AI Agent

  1. Configure Your AI Agent

    • Set up the agent title.
    • Provide a welcome message and prompt instructions.

  2. Start a Conversation

    • Click the Play button to test your AI agent.
    • Use the Chat option to run the chat widget.
    • Use the Web Call option to start a call interaction.

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Next Steps