Summary
Ready to set up your first AI agent in Astra? This guide walks you through the quick and simple process of creating an AI agent based on your website content. Astra does the heavy lifting—automatically training your agent, setting up branding, and configuring lead qualification—all within a few clicks.
Instructions
Follow these steps to create your AI agent in Astra:
1. Log in to your Astra account
Start by logging into your Astra dashboard using your credentials.
2. Go to Sales Agent and create a new agent
Click on Sales Agent from the left-hand menu.
Then click the Create Agent button.
3. Enter your website URL
Provide the URL of your public-facing website.
The system will use this URL to understand your business and train the AI agent.
4. Let the system do the setup
Once you enter your website, Astra will:
Train the agent using the website content
Automatically set up branding that matches your site
Understand your business context and goals
This process only takes a few moments.
5. Review branding and business context
Once the setup is complete, go to the Brand Kit section.
You’ll see the AI agent’s branding and business context details there.
Note:
You can preview how the widget will appear on your website by checking the right side of the screen.
By default the widget will have “Powered by Astra” footer. You can upgrade to Business plan to remove it.
6. Explore training sources
Head over to the Training section.
Here, you’ll see a list of all the web pages (including sub-pages) that were used to train the agent.
Note: You can also upload documents (like PDFs, Word files, or FAQs) or add your own Q&A pairs to further train the AI agent. This helps improve the accuracy and coverage of the responses.
7. Customize your agent in Build My Agent
In the Build My Agent section, you can further personalize your agent by:
Defining or updating Qualification IQ rules for lead scoring
Setting up actions such as send the lead to your CRM or book a demo. Based on configuration the agent can take these actions for different types of leads.
Testing your agent before deploying it live
That’s it! Your AI agent is now ready to engage with leads using the knowledge and branding drawn directly from your website.