How do I create an AI agent in Whippy?

Last updated: November 5, 2026

Create an AI agent when you want Whippy to handle messaging, calling, or both using one shared set of instructions.

Before you start

  • Decide what the agent should do.

  • Prepare the agent’s tone, tasks, escalation rules, and any channel-specific behavior.

  • Identify any knowledge bases, tools, or channels the agent should use.

Steps

  1. Open the Sparkles icon from the left navigation.

  2. Click Agents.

  3. Click Create agent.

  4. Choose Create from scratch or select a template.

  5. Enter the agent name, status, and description.

  6. Save the agent to open the agent editor.

  7. Add or update Agent Instructions.

  8. Configure call behavior if the agent will handle calls.

  9. Select the model, temperature, and tools as needed.

  10. Configure agent settings, data parsing, and knowledge bases.

  11. Activate the agent when ready.

  12. Assign the agent to a channel, such as a phone number or inbox.

  13. Use Preview agent to test the agent.

Troubleshooting

  • If the agent cannot take calls, confirm it is active and assigned to the right call channel.

  • If answers are inconsistent, simplify and clarify the instructions.