This guide walks you through the guided setup so you can quickly create and activate an AI agent in your Kommo workspace.
Set up an AI agent automatically
This setup flow is designed to help users quickly create and try an AI agent with minimal configuration. It automatically generates a ready-to-use agent using information you provided during onboarding (for example: industry, company name, subdomain, etc.).
This option is useful if you want to try the AI agent quickly and review or adjust the setup later.
To get started:
-
Go to the AI agent section, then click Get started on the landing page.
- Wait while the AI agent is being generated.
-
You’ll see a preview of the generated agent. Test it by sending a message, and restart the preview at any time by clicking the Restart button.
-
Then, click Set up your AI agent to continue.
- Connect at least one channel (for example: WhatsApp Business, Instagram, etc).
-
A confirmation modal will appear to let you know the agent is active. You can review and adjust the generated settings in the AI agent section.
You can skip this guided setup, but to continue setting up the AI agent later, you’ll need to connect a channel and activate the agent first. If you want to set up the AI agent manually, check our setup guide.
After your AI agent is active, see the how to use guide to learn how it works in live conversations.
Need more help setting up or troubleshooting? Contact us by sending an email to support@kommo.com or write to us via WhatsApp. You can also hire a Kommo partner to do all the hard work for you.
