Writing “create a sales agent”
Correct it
Use the complete brief so the draft begins with the right audience, result, facts, outputs, and boundaries.
Lesson 2 of 8
Create your first draft.
Give HeyRik a clear brief, review the generated agent, and keep it in Draft while you configure it.
Follow along in your workspace.Open dashboard
By the end of this lesson
You will create one saved agent, confirm that it remains in Draft, and open its builder. This lesson stops before detailed configuration so generation and review remain separate decisions.
01
Open AI Agents
Use the workspace that will own this agent and its call data.
Click AI Agents in the dashboard navigation
The page shows a description field, Enhance with AI, Start from scratch, Generate, optional templates, and existing agents below.
Use the creation field at the top of AI Agents
Your existing agents appear below it. Keep this exercise separate from any live agent.
Confirm you have the planning brief
You need the job, audience, success, languages, outputs, source boundary, and human fallback from Lesson 1.
02
Enter a complete description
Describe who the agent helps, what it should achieve, and the boundaries it must respect.
Paste into the agent description field
Create an inbound property-enquiry assistant for Acme Properties.
It should speak English and Telugu in a warm, concise style and ask one
question at a time. Its only job is to capture and confirm property type,
budget, preferred location, buying timeline, and permission for a human
property expert to follow up.
It must use approved attached knowledge or a configured tool for projects,
prices, amenities, and availability. It must never invent those facts, promise
investment returns, collect passwords or payment credentials, or claim that a
follow-up was booked when no action confirmed it.
If the caller asks for a person or needs unsupported information, transfer
when enabled; otherwise offer a human follow-up. It must handle corrections,
refusal, silence, wrong person, and do-not-contact requests safely.Optional: Enhance with AI
Click the wand button labeled Enhance with AI only if you want HeyRik to expand the brief in the field. Read the expanded text before generating. Enhancement changes the brief; it does not approve it.
03
Generate the saved Draft
The dashboard saves a usable Draft first, then enriches it. Wait for the preparation state to finish before opening it.
Click Generate
The description clears and a Preparing card appears in the agent list while the background work runs.
Wait for preparation to finish
Do not open or duplicate the agent while the card says Preparing.
Open the generated agent card
The builder opens on Assistant Details.
Confirm the status is Draft
The header Live control must remain off while you review and test.
Start from scratch is a different path
Start from scratch creates a blank saved Draft and opens the builder. Use it when you want to write every field manually. It does not run the AI generation described in this lesson.
04
Review the generated draft
Open Assistant Details to review the voice, languages and instructions. Your agent name and selections will differ from this example.
Generated Draft review
expectedStatusDraft / Live control is off
NameA recognizable property-enquiry agent name
LanguagesEnglish and Telugu
VoiceA selected voice that supports the primary language
GreetingIdentifies Acme Properties without unresolved placeholders
InstructionsIdentity, conversation sequence, fact boundary, guardrails, and closing
Inputscompany_name and optional customer_name with defaults
Outputsproperty_type, budget, location, timeline, follow_up_consent
Acceptable generated greeting
Hello, thank you for calling Acme Properties. How may I help with your property enquiry?05
Verify that the Draft exists safely
Do not fix detailed content yet. Confirm persistence, identity, and readiness for the configuration lesson.
06
Common creation mistakes
Generation is fast, which makes it easy to mistake visible output for validated behavior.
Pressing Enhance and Generate without reading
Correct it
Treat enhanced text as a proposal; remove assumptions before generation.
Generating duplicates while Preparing
Correct it
Wait for the first job to finish and open its resulting card.
Switching Live immediately
Correct it
Keep Draft until all builder areas and difficult test scenarios pass.
Assuming AI connected tools or knowledge
Correct it
Generation can describe behavior; you must attach sources and configure actions separately.
Using a production agent as the exercise
Correct it
Create a separate Draft so testing cannot alter active customer behavior.
API equivalent
API generation and dashboard generation are not the same transaction
POST /agents/generate → POST /agentsOpen reference POST /agents/generate returns a draft configuration and saves nothing. Review the returned name, greeting, languages, prompt_sections, input variables, and extracted variables; then call POST /agents to create it. By contrast, the dashboard creates a saved Draft before enrichment so a failed enrichment does not discard the agent.