Setup Your First Agent

Setup your first agent guide

Setup Your First Agent

Create your first AIVAH agent in 5 simple steps. This comprehensive guide walks you through building a Worker Agent or presenter experience, designing its avatar, testing interactions, and sharing with the world.

Step 1: Create Your Agent

Start by building the intelligence behind your AI agent.

Navigate to Agents Workspace

1. Sign in to AIVAH and click Agents in the top navigation
2. In the left sidebar, click Create New Agent

Configure Your Agent

Agent Configuration:

• Agent Name: Enter a descriptive name (e.g., “Marketing Assistant”, “Product Expert”)
• Presentation Mode: Leave off to create a Worker Agent, or turn on for a Presenter Agent
• Real-Time API: Enabled by default for both agent types—leave it on for live conversational interactions across channels
• Multi Modal: Enabled when your plan supports image/video processing so both agent types can use it

Add Knowledge Content

Worker Agents need information to be helpful. Add knowledge in three ways:

Option 1: Paste Text Content

In Enter Content, add any reference text, policies, or information your agent should know.

Option 2: Upload URLs and Videos

1. In Upload URL or Video, paste links to:
   • Company websites and documentation
   • Blog posts and knowledge bases
   • YouTube/Vimeo training videos
   • Public documentation
2. Click + Add another link for multiple sources

Option 3: Upload Files

1. Drag and drop files or click Upload to select:
   • PDFs, Word docs, presentations
   • Text files and spreadsheets
   • Image files (if multi-modal enabled)
2. Wait for the upload banner to complete: “Uploading your Agent Knowledge files…”

Presenter Agents rely on a single PDF upload. Delete the existing file to replace their presentation deck.

Finalize Agent Creation

1. Click Create Agent to build your agent
2. Wait for processing to complete (large files may take several minutes)

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Step 2: Design Your Avatar

Give your agent a visual identity with a custom 3D avatar.

Access Avatar Creator

1. Navigate to Avatar in the top navigation
2. Click Create New Avatar in the left sidebar

Design Your Avatar

Basic Setup:

• Avatar Name: Choose a name that matches your agent’s personality
• Voice Setup: Choose Gemini voices (Sportsman, Customer support, Sarah, Brooke, Katie, Zemo, ajith, duaila, azj, ajz, sjl, brit, Swissen) or OpenAI Realtime voices (Alloy, Echo, Shimmer, Ash, Ballad, Coral, Sage, Verse, Cedar, Marin) based on the model you select

Avatar Design Options:

Option 1: Ready Player Me Designer

1. Click Design New Avatar 🎨 (green button)
2. This opens the Ready Player Me avatar builder
3. Customize:
   • Facial features and expressions
   • Hair styles and colors
   • Clothing and accessories
   • Body proportions
4. Export your avatar when complete

Option 2: Upload Custom Avatar

1. If you have an existing .glb avatar file, add the URL in Avatar URL
2. Follow the help link for guidance on obtaining .glb files

Character Development:

• Background Story: Write a compelling background that defines your avatar’s personality and expertise
• This story influences how your avatar interacts and responds to users

Complete Avatar Creation

Click Create to finalize your avatar. Your new avatar will appear in the Available Avatars list.

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Step 3: Test in the Hub

Experience your agent in action within AIVAH’s immersive Hub environment.

Access the Hub

1. Navigate to Hub in the top navigation
2. Your main avatar appears in the center stage
3. See your created avatars in the carousel on the right side

Explore Avatar Selection

Avatar Carousel (Right Side):

• Scroll through available avatars using up/down arrows
• Click any avatar card to switch to that character
• Notice how each avatar maintains its assigned voice and personality

Try Different Scenes

Click the paint brush icon (bottom left) to explore scene options:

Standard Scene

Clean professional environment for general interactions

Zen Scenes

Interactive environments with smart widgets

Video Scene

Customizable video backgrounds

Web Search Scene

Immersive search with interactive results

Presentation Scenes

Perfect for demos and presentations

Test Interaction Modes

Chat Mode:

1. Click the chat icon (top left)
2. Type questions to test your agent’s knowledge
3. Review responses and conversation flow

Voice Mode:

1. Click the microphone icon (top left)
2. Enable microphone permissions when prompted
3. Speak naturally with your avatar
4. Experience real-time voice responses

Customize Settings

Click the options gear (top left) to access:

Agents: Switch between different Worker and presenter agents

Voice Selection: Change avatar voice settings

LLM Models: Select different language models for responses

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Step 4: Share Your Agent

Deploy your agent for public access through multiple distribution channels.

Navigate to Share

1. Click Share in the top navigation
2. Configure your sharing experience

Configure Agent Behavior

Customization Settings:

• Avatar Selection: Choose Face Focus, Body Focus, or Orbe
• Companion Name: Set the public name for your agent
• Agent Name: Select which agent to use (Worker or presenter)
• Voice: Configure voice settings for shared experience
• LLM Model: Choose response quality vs. speed

Agent Instructions:

• Agent Prompt: Provide specific instructions for public interactions
• Initial Messages: Set the opening greeting (e.g., ”👋 Hi, how can I help you?”)
• Suggested Messages: Add helpful conversation starters
• Input Placeholder: Customize the message input prompt

Customize Experience

Visual Customization:

• Font Family & Size: Choose typography that matches your brand
• Background Color: Set the interface background
• User Font Color: Customize user message colors
• Aivah Font Color: Set agent response colors
• Input Background: Style the message input area

Advanced Options:

• Show initial messages as tooltip: ✅ Recommended for user guidance
• Remove ‘Powered by Aivah’: Available on higher plans
• Hide microphone: For text-only experiences

Choose Sharing Method

Direct Link:

• Generate an instant URL for immediate sharing
• Perfect for social media, email, or direct distribution

iFrame Embed:

• Get HTML embed code for websites
• Customize dimensions and styling
• Integrate seamlessly into existing sites

Chat Bubble:

• Add a floating chat widget to any website
• Non-intrusive way to offer AI assistance
• Customizable appearance and behavior

Add Lead Capture (Optional)

Click Add data form to collect user information:

• Name, email, phone, company fields
• Custom questions and requirements
• Lead qualification and routing
• Compliance and privacy settings

Publish Your Agent

1. Click Publish to make your agent live
2. Copy the generated links or embed codes
3. Share your agent with the world!

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Step 5: Add Integrations (Optional)

Enhance your agent with powerful integrations and advanced features.

Explore Integration Options

Navigate to Integrations to connect external services:

MCP Tools

Connect popular applications:

• Gmail: Email management and sending
• Slack: Team communication and notifications
• GitHub: Repository management and code assistance
• Notion: Knowledge base and document management
• Google Calendar: Scheduling and appointment management

Telephony Integration

Set up professional phone capabilities:

• Twilio Integration: Handle inbound and outbound calls
• Voice Configuration: Professional call handling
• Call Logging: Complete call records and transcriptions
• Workflow Automation: Advanced call routing and processing

Memory Management

Enable persistent memory for your agents:

• Cross-Platform Memory: Remember users across all interactions
• Context Retention: Maintain conversation context over time
• User Preferences: Store individual user preferences and history

Advanced Workflows

Create sophisticated automation:

• Multi-Step Processes: Chain multiple actions together
• Conditional Logic: Route actions based on user input
• External API Calls: Connect to custom systems and databases
• Event-Driven Actions: Respond to external triggers automatically

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🎉 Congratulations!

You’ve successfully created, customized, and deployed your first AIVAH agent! Your AI companion is now ready to engage with users through:

✅ Intelligent Conversations powered by your knowledge base ✅ Visual Avatar Interactions in immersive 3D environments
✅ Multi-Channel Deployment via links, embeds, or chat bubbles ✅ Professional Voice Capabilities for natural communication ✅ Integration Potential with your favorite apps and services

🚀 Next Steps

Now that you have a working agent, consider these enhancements:

1. Best Practices - Optimize performance and user experience
2. Advanced Integrations - Connect more apps and services
3. Analytics & Insights - Track performance and gather insights
4. Voice & Telephony - Add professional calling capabilities
5. Memory Management - Enable persistent user memory

💡 Pro Tips

• Test Thoroughly: Always test your agent in different scenarios before sharing
• Iterate on Knowledge: Regularly update your agent’s knowledge base with new information
• Monitor Performance: Use analytics to understand how users interact with your agent
• Gather Feedback: Ask users for feedback to continuously improve the experience
• Start Simple: Begin with basic functionality and gradually add advanced features

Your AI agent journey has just begun. Explore the platform, experiment with features, and create amazing experiences for your users! 🌟