How to Build an AI Agent in Minutes – Live at Web Summit With tech businesses and workers around the world attending Web Summit Vancouver, there's one topic that's on everyone's minds: how is AI revolutionizing businesses and how can I use it in my business to improve efficiency and save time?
As a Vancouver-based AI company, we've seen and built many AI solutions that are enabling businesses to automate and optimize their operations for time, money, and manpower. And in our opinion, the easiest and most powerful of these is the AI Agent.
At SimplyAsk, we've seen how both SMBs and enterprises are using our Symphona Converse
Seriously. You can finish building a Converse AI Agent while your coffee finishes brewing.
If you're seeing us at Web Summit, you'll get the chance to make one for yourself and have coffee with our team. But if you don't have the chance to attend Web Summit, no worries. You can create a free account with Symphona now
Why AI Agents Are a Game-Changer for Businesses Before we show you how it works, here’s why building AI Agents with Symphona can transform your operations:
Improve Efficiency : Converse AI Agents can automate repetitive tasks like creating service tickets or integrating with software, giving your team time to focus on high-value work.24/7 Availability : AI Agents never sleep, ensuring constant support for customers and internal teams.Adaptability : You can train our AI Agents to fit your unique business needs, from customer service to accounts payable triage.Intelligent Dialogue: Converse AI Agents can talk intelligently and organically with any user.Immediate Training: Converse AI Agents can be trained in minutes on any knowledge base to quickly become subject matter experts on anything you need, whether it be customer service, the history of space, or Dungeons and Dragons.Easily Deployable: You can quickly deploy our AI Agents on your website or marketing channels with no sweat.Now that you understand the benefits, let's break down how you can set up your own AI Agent step by step.
We're going to build a simple AI Agent: an onboarding agent for the company Finsage that can answer questions about Finsage's product offerings, mission and vision, work rules, and benefits and policies. We've generated our own documents for Finsage, but you can use whatever documents you want.
Step 1: Set Up Your First Message Start by configuring your AI Agent's initial greeting. This is the opening message users will see when they engage with the chatbot. For example:
"Hi! I’m your virtual assistant. How can I help you today?" "Hello! I can answer your questions or assist with tasks like creating a service ticket." The first impression matters, so ensure the tone is warm, welcoming, and aligned with your brand’s voice.
Step 2: Define Your Objectives What do you want your AI Agent to do? Clearly outline its goals by specifying the types of actions it will perform. Symphona allows AI Agents to:
Query a knowledge base to provide intelligent, accurate answers. Execute automated workflows developed in Symphona Flow. Invoke APIs to integrate with external software seamlessly. Handle transactional processes like submitting forms or managing customer requests. With our Finsage onboarding agent, its objectives will be answering questions about:
Mission and vision Product offerings Work policy For each of those objectives, we'll have the AI Agent query its knowledge base so it can intelligently answer those questions.
Step 3: Configure Agent Behavior To ensure your AI Agent stays professional and on-brand, you can configure:
Restricted Topics : Specify keywords or topics your AI Agent should not engage with, such as sensitive or controversial subjects like politics or religion.Model Configurations : Adjust your preferred AI model with advanced settings if you have technical expertise or specific needs.Behavior Configurations : Fine-tune your AI Agent’s persona. For instance, you can make the tone more formal for B2B interactions or more conversational for retail consumers.We're setting up our Finsage agent to be "friendly, personable, formal but not uptight, ready to help" in our Behavior Configurations.
This step ensures that your AI Agent is aligned with company guidelines and meets compliance standards.
Step 4: Create and Customize Your Chat Widget Symphona makes it easy to customize the appearance and functionality of your chat widget. You can:
Match the widget design to your brand’s colors and fonts. Add your logo. Enable features like message sounds and file upload. This customization ensures that the AI Agent feels like a natural extension of your brand, improving user trust and experience.
Step 5: Test Your AI Agent Once your AI Agent is configured, it’s time to test its performance. Set up the agent within your designed widget in the Test Editor. Chat with it and evaluate its responses for:
Accuracy (Does it provide correct information from the knowledge base?) Speed (Is there any delay in responding?) Tone and Clarity (Does it maintain the desired behavior configuration?) Testing allows you to make adjustments before deploying the Agent on live channels.
Step 6: Deploy Your AI Agent You did it! Your AI Agent is now ready for the world! Symphona enables deployment across multiple channels, including:
Website chat widgets Mobile apps Social media platforms like Facebook and WhatsApp Internal company platforms like Slack This multi-platform flexibility ensures your AI Agent supports your audience wherever they are.
Real-World Applications of Symphona AI Agents Once deployed, Symphona AI Agents can be game-changers in various business functions. Here are just a few examples:
Customer Service : Provide instant answers to FAQs, reducing reliance on live agents and improving response times.Knowledge Centralization : Allow employees or customers to use the chatbot as a search engine for company knowledge bases or product FAQs.Accounts Payable Triage : Automate invoice submissions and approvals, reducing costs and manual errors.Employee Onboarding : Guide new hires through self-service onboarding processes.The possibilities are virtually endless. With automation at your fingertips, you can reclaim hours of your team's time for more fulfilling, impactful tasks.
Why Symphona Is the Right Choice Imagine having your business run itself while your coffee works. Our Converse AI Agents get you one step closer to that with no-code functionality, ease of use, and adaptability for businesses of all sizes. Whether you're a small business owner looking to improve customer service or an enterprise automating internal operations, Symphona has the tools to meet your needs.
It just takes 10 minutes. Why wait to get started? If you’re at Web Summit Vancouver this week from May 28 - 30, 2025, come see us at Booth E260 and make an AI Agent with us while we brew some coffee. If you’re not attending Web Summit, create your free account with Symphona today
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