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An AI Agent replies from your business data — not only the model’s general knowledge. Create the agent, attach a provider, then train it with a prompt and documents.

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Prerequisites

  • A Fliqr AI workspace
  • A connected model provider — see AI Providers
  • Source content: policies, FAQs, product docs, or support macros

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Create the Agent

1

Connect a provider

Go to Settings → Integrations and connect OpenAI, Google Gemini, Claude, DeepSeek, or xAI with your API key (or use included quota where available).
2

Open AI Agents

Go to AI Agents (or AI Center) and create a new agent — or use the default agent created when you first connect a provider.
3

Name the agent and pick a model

Use a clear name (Support — Tier 1). Start with a fast/cheap model for drafting, then evaluate a stronger model before go-live.
4

Write the system prompt

Add role, constraints, and language rules. See Prompt engineering.
5

Add business data

Either expand the system prompt with key facts, or attach knowledge sources and AI files.
6

Test in the Playground

Ask real customer questions, including ones that should refuse or hand over.
7

Activate

Set the agent as the channel default, or call it from a Flow / Default Reply. See Keywords and priority.

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Two ways to provide business information

Upload files under AI Center → AI Tools → AI Files, then select them on the agent. Details: Files.
Put irreversible rules in the prompt (“never invent pricing”). Put bulky reference material in knowledge/files so you can update docs without rewriting the prompt.

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Next

Knowledge sources

Index URLs, PDFs, and YouTube transcripts.

Functions & actions

Let the agent fetch live data and trigger Flows.