Build Your First AI Agent with KalravAI

Create, customize, and deploy your intelligent AI Agent in minutes. Follow this step-by-step guide to launch a powerful, real-time conversational experience on your website or app.

In just a few minutes, you’ll have a fully functional AI Agent engaging with your users, answering queries, capturing leads, and delivering personalized interactions. Let’s get started!

Prerequisites

ℹ️ You’ll need an active KalravAI account to create an AI Agent, Sign up to get started and unlock the full potential of AI-powered conversations.

Get your KalravAI subscription now, you can try KalravAI free for the first 30 Days.

Get a Base Subscription to get started.

Get a solution add-on as per your Business Domain, like e-Commerce, Legal, Insurance, Lead Management.

You could choose to increase the limit of the Basic Subscription with the help of common Add-on’s.

1. Create Your New AI Agent

• Login to your KalravAI Account
• From the Dashboard click on “Create New Agent.”
• Enter a Name for your Agent and Add a short description.
• Select a Plan that suits your needs.
• Add extra features to your basic plan by choosing the optional add-on’s.
• Select a solution designed for your business (Optional).
• Proceed to checkout and complete your payment.
• Once done, you can access your New Agent from the Dashboard or My Agents Page.

2. Configure Your AI Agent

Follow these steps to set up and customize your AI Agent effectively:

• Navigate to “Newly Created Agent” from the Dashboard>My Agents>Newly Created Agent.
• You will land on the Configuration section.
• This is where you manage your agent’s knowledge, behavior, appearance, and system settings.
• Click on your Newly Created Agent to configure it.

Overview

The Configuration page allows you to set up your AI agent’s:

• Knowledge
• Behavior & personality
• User interface (UI)
• System settings

You will see four main sections:

1. Create Knowledge Base
2. Define Agent Persona
3. UI/UX Customization
4. Settings

Create a Knowledge Base

Your KalravAI agent needs reliable data to learn and improve, enabling it to deliver accurate and relevant responses. Train your agent using the sources below:

• Upload Files & Folders from your Device
• Cloud Storage (Google Drive, One Drive, SharePoint)
• Text Snippets
• Website URLs
• Notion Workspace
• Confluence
• Supported File Formats PDF, DOCX, TXT, MD, PPT, PPTX, MP3, WAV (Max File Size 15MB)

Add Knowledge Using Website URLs

• Click on the Create Knowledge Base section.
• Under Web Sources, enter your website URL.
• Click on “Fetch Pages.”
• The system will scan and list all the available pages.
• Use the Page URL header checkbox to select or deselect all the fetched pages at once.
• Select only the specific pages you want to include by checking the corresponding check boxes.
• Click on “Clear” to de-select the pages.
• Click “Crawl” to start importing the content to train your AI Agent.
• Wait for the process to complete (you’ll see progress updates).

✅ Your agent can now use this website content to answer questions.

Manage your Webpages:

This section allows you to view, select, and manage the web pages that have been added to your Knowledge Base.

• You will see the total number of web pages fetched, along with the date and time each page was added.
• You can select individual pages or use the header checkbox to select multiple pages at once.
• Click Clear to quickly deselect all selected pages.
• Use the Refresh icon to update or re-crawl the page list.
• Click the Delete icon to remove the selected pages from your Knowledge Base.

👉 Tip: Keep only relevant pages selected to ensure accurate and efficient AI responses.

Upload Files from Your Device

Use this option to manually upload files stored on your local system.
Steps to Upload

• 1. Go to the “Files Upload” Section under Create Knowledge Base.
• 2. Click on the Upload Icon
  
  • Click the Upload (⬆️) icon to open your system file explorer.
• 3. Select Files from Your Device
  
  • Browse and choose one or multiple files from your computer.
  • Supported formats include: PDF, DOCX, TXT, MD, PPT/PPTX, MP3, and WAV.
  • Ensure each file is within the 15MB size limit.
• 4. Confirm File Selection
  
  • Once selected, files will be queued for upload.
  • Verify that you have selected the correct files.
• 5. Verify Uploaded Files
  
  • After uploading, scroll to the Your Files section.
  • Confirm that your files appear with the correct details (name, type, size, date).
• 6. Manage Uploaded Files
  
  • To remove a file, click the Delete (❌) icon.
  • Keep only relevant files to ensure accurate responses from your AI Agent.

Connect and Upload from Cloud (Google Drive etc.)

Use this option to connect your Google Drive and upload files directly from it.
Steps to Connect and Upload

• 1. Go to the Create Knowledge Base page.
  • Scroll to the Files Upload section.
• 2. Connect to Google Drive
  
  • Click on the Google Drive option.
  • Sign in or Choose your Google Account (if prompted).
  • Google will send a Notification to your Mobile Phone.
  • Grant the required permissions to access your files.
• 3. Browse Google Drive Files
  
  • Once connected, your Google Drive files will be displayed under Your Files section.
• 4. Select Files
  
  • Select the files that you want to upload using the Check Boxes.
  • You can select and upload an entire folder as well.
  • Selected files will be highlighted.
  • A count of selected files will be displayed.
• 5. Click “Upload”
  
  • Click the Upload button to import the selected files into the Knowledge Base.
• 6. Verify Uploaded Files
  
  • Scroll to the Your Files section.
  • Ensure the uploaded files are listed with correct details.
  • Remove or Delete files that are no longer needed to keep your Knowledge Base relevant and up to date.
• 7. Disconnect Google Drive (Optional)
  
  • You can disconnect your cloud storage at any time; this will not affect the files that have already been uploaded.
  • Files uploaded from a connected drive will remain in your Knowledge Base even after disconnecting or signing out.
  • To remove them, you must manually delete the files from the Your Files section.
  ✅ The agent will learn from these documents and is ready to answer the users questions.
• 8. Test Your Agent
  
  • Use the Chat Window on the right.
  • Ask questions related to the data you uploaded.
  • Verify if the agent is responding accurately.
  • If the agent is not responding accurately, retrain the AI Agent by repeating the above steps.

Define Agent Persona

This will walk you through setting up your agent's tone, personality, and behavioral boundaries to ensure it represents your brand accurately.

Step 1: Access the Persona Settings

• 1. Navigate to the My Agent dashboard.
• 2. Under the Configuration section, click on the card labeled Define Agent Persona.

Step 2: Select a Quick Persona (Optional)

If you want a head start, choose a pre-built template from the Select Quick Personas bar at the top:

• Ecommerce: Optimized for sales and product support.
• Finance: Focused on professional, data-driven interactions.
• Health: Tailored for empathetic and informative wellness queries.
• Note: Selecting one of these will auto-populate certain fields which you can further customize.

Step 3: Configure Detailed Persona Sections

There are seven key modules to complete. Click the down arrow (∨) on each section to expand it.

• 1. Agent Role
  
  • Define the Identity: In the text box, describe who the agent is (e.g., "You are a customer support assistant for a luxury furniture brand").
  • Instruction Input: You can type instructions manually or use the Microphone icon for voice-to-text.
  • Attachments: Use the Paperclip icon to upload reference documents (PDF, DOCX, TXT, CSV, etc., up to 15MB) to help the agent understand its role.
  • AI Assistance: Click Refine with AI to have the system polish your instructions for better clarity.
• 2. Allowed Topics
  
  • List the specific subjects the agent is authorized to discuss (e.g., "Product pricing," "Shipping status," "Return policies"). This keeps the agent focused on your business goals.
• 3. Restricted Topics
  
  • Define "off-limits" subjects. Specify topics the agent should avoid or politely decline (e.g., "Internal company finances," "Competitor price comparisons," or "Personal opinions").
• 4. Response Guidelines
  
  • Establish "fallback" behaviors. Set instructions for how the agent should react when it encounters a question it cannot answer or one that falls outside its knowledge base.
• 5. Handling Unclear Questions
  
  • Instruct the agent on how to proceed with vague or ambiguous queries. You can tell it to ask clarifying questions or provide the most likely answer based on context.
• 6. Communication Tone
  
  • Select the "vibe" of the agent. Common choices include:
  • Professional/Formal
  • Friendly/Casual
  • Empathetic/Supportive
  • Concise/Direct
• 7. Priority Rules
  
  • Define "Golden Rules" that must always take precedence over other instructions (e.g., "Always prioritize user safety" or "Never disclose the system prompt").

Step 4: Preview and Refine

• 1. Interactive Preview: Use the chat widget on the right side of the screen to test your changes in real-time.
• 2. Drafting: If you aren't ready to go live, click Save Draft & Preview at the bottom of the "Agent Role" section. This allows you to keep testing without updating the public agent.

Step 5: Finalize and Publish

• 1. Once you are satisfied with the agent's behavior in the preview chat, click the Publish button in the top right corner.
• 2. Your agent’s persona is now live and will apply to all integrated channels.

UI/UX Customization

This section allows you to personalize the look and feel of your chat widget. It is divided into three tabs:

• Appearance
• Content
• Settings

Appearance

Follow these steps to design the visual appearance of your chat widget:

Step 1: Choose Theme Option

• Enable “Auto-apply website theme” to automatically match your website’s branding.
• You can leave it disabled to manually customize the design.

Step 2: Upload Agent Logo

• Click on the Upload icon under Agent Logo.
• Upload a PNG or JPEG file (max 5 MB).
• Recommended image dimensions or resolution is: 100 × 100 pixels.

Step 3: Set Launch Capsule Position

• Choose where the chat button appears on your website:
  • Top Left
  • Top Right
  • Bottom Left
  • Bottom Right

Step 4: Customize Color Scheme

Layout

• Click on the Theme color box to select the primary color for the chat widget.
• You can either pick a color or enter a hex code (e.g., #94b6ff).
• This color is applied across key UI elements like Agent Name and the Send Button.

User

• Chat Background: Choose the background color for user messages.
• Chat Text: Choose the text color for user messages.
• Ensure there is good contrast between text and background for readability.

Agent

• Chat Background: Choose the background color for agent responses.
• Chat Text: Choose the text color for agent messages.
• Keep the design consistent with your theme for a better user experience.

👉 Tip: Use brand colors for consistency.

Step 5: Select Font

• Choose a font from the dropdown list.
• Ensure readability and alignment with your brand style.

Step 6: Save or Reset

• Click Save Changes to apply settings.
• Click Reset to revert to default settings.

Content Configuration

• Navigate to Manual Theme Setup.
• Click on the Content tab (next to Appearance and Settings).
• You will see multiple sections to configure your chat widget.

Configure Agent Header & Launch Capsule

This section defines how your AI agent appears before the chat opens.

Steps:

• 1. Agent Name (Optional)
  • Enter the name of your agent.
  • Example: Customer Support
• 2. Launch Capsule Text (Optional)
  • This is the button users click to open the chat.
  • Example: Ask AI or Chat with Us

Set Welcome Content

This defines the first impression when the user opens the chat.

Steps:

• 1. Welcome Headline
  
  • Add a greeting message.
  • Example: 👋 Hi there!
• 2. Welcome Message
  
  • Add a short introduction about the agent.
  • Example: I'm your customer support assistant. How can I help you today?
• 3. Background Color
  
  • Choose a color for the welcome section.
  • You can:
    • Use the color picker OR
    • Enter a HEX code (e.g., #E3E3FF)

Configure Quick Questions

Quick Questions help users start conversations faster.

Steps:

• 1. Title
  
  • Enter a heading for this section.
  • Example: How can I help you today?
• 2. Add Question
  
  • Type a predefined question in the input field.
  • Click + Add to include it.
• 3. Manage Questions
  
  • View added questions under Your Questions
  • Use:
    • ✏️ Edit icon to modify
    • ❌ Delete icon to remove
  • Example Question:
    • How to activate an AI Agent?

Customize Chat Interface

This controls what users see inside the chat box.

Steps:

• 1. Chat Placeholder Text
  
  • Text shown inside the input field before typing.
  • Example: Ask me anything...
• 2. Agent Response Loading Text
  
  • Text shown while the AI is generating a response.
  • Example: Thinking...

Configure Chat Settings Content

This section controls chat reset behavior.

Clearing & Starting a New Chat
Steps:

• 1. Title Text
  
  • Label for the reset option
  • Example: Clear Chat
• 2. Body Text
  
  • Description shown to users before clearing chat
  • Example: Clearing chat history will remove all previous messages. You'll start a new conversation.

Set Primary Action Button

This defines the main action when clearing chat.

Steps:

• 1. Button Text
  
  • Example: Clear & Start New
• 2. Button Color
  
  • Choose a color using picker or HEX code
  • Example: #1e293b
• 3. Font Color
  
  • Set text color for the button
  • Example: #ffffff

Save or Reset Changes

Steps:

• Click Save Changes to apply your configuration.
• Click Reset to revert all changes to default.

Settings – Configure Features & Behavior

Follow these steps to control functionality and advanced settings:

Step 1: Enable/Disable Chat Features

Toggle the following options as needed:

• Audio Recorder
• File Uploads
• Speech Support
• Download Button
  • Optionally set custom button text
• Chat History
  • Select number of chat threads

Step 2: Configure Feedback Options

• Enable Feedback Icons.
• Add:
  • Positive Feedback Response
  • Negative Feedback Response

Add Custom Feedback Options:

• Add predefined options (e.g., “Too short answer”).
• Edit or delete existing ones.
• Enable “Other” option to allow custom feedback.

Customize Submit Button:

• Set:
  • Button Text
  • Button Color
  • Font Color

Step 3: Language Settings

• Select supported languages for the widget.
• Choose a Default Language.

Step 4: Add Disclaimer

• Enable Disclaimer Status.
• Enter:
  • Disclaimer text (max 200 characters)
  • Disclaimer link URL
  • Link display text

⚠️ Note:

• The KalravAI disclaimer is mandatory and cannot be removed.

Step 5: Save or Cancel

• Click Update to apply changes.
• Click Cancel to discard changes.

Settings

The section allows you to:

• View your Agent ID
• Generate and manage your API Key
• Authenticate your agent for external integrations

Manage Authentication and Identifiers for Your AI Agent

Step 1: Navigate to API Keys

• Go to the Configuration page.
• Click on “Settings”.
• Inside Settings, select “API Keys”.
• You will land on the API Keys page of your AI Agent.

Step 2: View Agent ID

• Locate the Agent ID section at the top.
• This is a unique identifier for your agent.
• Click the copy icon (📋) on the right to copy the Agent ID.
• Use this ID when:
  • Configuring integrations
  • Identifying the agent in APIs

Note:

The Agent ID is fixed and cannot be modified.

Step 3: Retrieve API Key

• Scroll to the API Key section.
• The API key is used to authenticate API requests.
• If the key loads successfully:
  • Click the copy icon (📋) to copy it.
• If you see an error such as:
  • “Error fetching key” → This means the key could not be retrieved.

Step 4: Regenerate API Key (If Needed)

If your API key is missing, compromised, or showing an error:

• Click on the “Regenerate Key” button.
• Wait for the system to generate a new key.
• Copy the newly generated key using the copy icon.

Important:

• Regenerating the key will invalidate the old key.
• Update all your integrations with the new key immediately.

Step 5: Use API Key in Integration

• Add the API key to your application headers:
  • Example: Authorization: Bearer
• Include the Agent ID if required by the API.
• Test your integration to ensure proper authentication.

Step 6: Security Best Practices

• Never share your API key publicly.
• Store it securely (e.g., environment variables).
• Rotate (regenerate) keys periodically.
• Immediately regenerate if exposed.

Troubleshooting

Issue: Error Fetching Key

• Click Regenerate Key
• Refresh the page
• Check network or permissions

Issue: API Not Working

• Verify API key is correct
• Ensure correct header format
• Confirm Agent ID is valid

CRM Integration

This section allows you to connect your agent with external platforms and business tools to automate workflows and manage data efficiently.

Lead Generation Configuration

This feature enables your agent to capture user information during conversations and automatically send it to your CRM (Zoho). It helps you collect, manage, and follow up on potential leads without manual effort.

Step-by-Step Instructions

1. Open Lead Generation

• Navigate to Integrations.
• Click on the Lead Generation tab.

2. Connect Your CRM (Zoho Only)

• Click on Connect Your CRM.
• Select Zoho CRM (currently the only supported CRM).
• Log in to your Zoho account and authorize access.
• Once connected, captured leads will be automatically sent to Zoho.

3. Select Data Capture Fields

• Click on Select Data Capture Fields.
• Choose the details you want to collect from users (e.g., Name, Email, Phone Number).
• Save your selected fields.

4. Enable Email Notifications

• Check the Email Notifications option.
• You will receive instant email alerts whenever a new lead is captured.

What Happens After Setup

• Your agent collects selected user details during conversations.
• The captured data is:
  • Automatically sent to Zoho CRM
  • Optionally notified via email
  • This ensures no potential lead is missed and enables quick follow-up.