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Agent Creation Overview

Creating an AI agent with Clarky is straightforward and fast. Your agent can be up and running in just a few minutes.

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Starting the Creation Process

1

Access the Agent Creator

Navigate to clarky.ai/create or click “Create Agent” from the homepage.
2

Enter Your Website

Provide your website URL so Clarky can automatically learn about your business.
Clarky will crawl your website and extract relevant information to train your agent automatically.
3

Configure Basic Settings

Set up your agent’s identity:
  • Agent Name: What your agent will be called (e.g., “Support Bot”, “Sales Assistant”)
  • Greeting Message: The first message users see when they interact
  • Agent Role: What your agent’s purpose is (support, sales, information, etc.)

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Agent Configuration Options

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Website Crawling

When you provide your website URL, Clarky:
  1. Crawls Your Pages: Automatically visits and reads your website content
  2. Extracts Information: Pulls relevant text, FAQs, and product information
  3. Builds Context: Turns every page into a document your agent can use
  4. Generates Summary: Creates a comprehensive summary of your business
The initial crawl typically takes 2-5 minutes depending on your website size. You’ll see a progress indicator during this process.

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Channel Selection

Best for: Website visitors, instant support, lead captureSetup includes:
  • Customizable chat widget
  • Chat greeting message
  • Starter prompts for common questions
  • Widget appearance customization

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Testing Your Agent

After creation, you can immediately test your agent:
1

Open Test Interface

Use the built-in chat interface to have a conversation with your agent.
2

Try Different Questions

Ask questions related to your business to see how the agent responds.
Start with basic questions about your products, services, or hours of operation.
3

Refine Context

If responses aren’t quite right, you can immediately adjust what your agent knows in the Context section.

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Deployment Options

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Chat Widget Deployment

To add the chat widget to your website:

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Voice Deployment

For voice channels:
  1. Get your dedicated phone number from the Settings
  2. Update your business listings with the new number
  3. Configure call forwarding if needed
  4. Set up voicemail and after-hours handling

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Text/SMS Deployment

For text messaging:
  1. Use your dedicated SMS number
  2. Add it to your marketing materials
  3. Configure auto-responses for common keywords
  4. Set up notification preferences

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Email Deployment

For email channels:
  1. Connect your email account (Gmail or Outlook)
  2. Configure which emails should be handled by the agent
  3. Set up escalation rules for complex inquiries
  4. Customize email templates and signatures

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Best Practices

Begin with a single channel (usually Chat) and ensure it’s working well before adding more channels. This allows you to refine your agent’s knowledge and behavior without spreading too thin.
After website crawling, review the About document that was generated and the pages in Context. Disable irrelevant pages and add documents for anything that is missing.
In your greeting message, clearly communicate what the agent can help with. This sets proper expectations for users.
Before going live, test your agent with various scenarios including:
  • Common customer questions
  • Edge cases and unusual requests
  • Handoff scenarios requiring human support
Always have a clear path for human agents to take over when needed. Enable the human takeover feature in your settings.

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Common Issues

If your website crawl fails, check that:
  • Your website is publicly accessible
  • There are no robots.txt restrictions blocking crawlers
  • Your website loads properly without errors
Your agent is now created and ready to handle conversations! Monitor the inbox to see how it performs.

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Next Steps

Customize Appearance

Personalize your chat widget colors and styling

Add More Context

Enhance your agent with additional information

Set Up Integrations

Connect to your existing business tools

Monitor Performance

Track your agent’s conversations and metrics