Summary
This guide shows you how to build an AI agent in Astra Vibe without writing any code. You’ll learn how the unified agent builder works, how to choose a template, customize instructions, and deploy your agent on the channel of your choice.
Instructions
Introducing Astra Vibe (unified agent builder)
Astra Vibe makes it easy to create AI agents using simple, natural language. Instead of dealing with technical setup, you describe what you want and the system builds the agent for you. Use the steps below to create your first agent.
Getting started
After logging in to your Astra account, select Agents from the menu.
Creating a new AI agent with Astra Vibe
Follow these steps to create a new agent using Astra Vibe
Step 1: Click + New agent
Go to Agents. Under My agents section, select + New agent to begin creating your agent.
Step 2: Configure your agent
Select the agent role that best matches your goal (for example, support, sales, lead qualification, or booking).
After selecting a role:
Choose the channel - Web or WhatsApp.
Enter your website URL so Astra can understand your business context.
Click Create my agent.
Astra will take a moment to apply the branding, understand the context, automatically apply smart defaults and generate your agent based on your selections.
Note: To deploy the agent on WhatsApp, you will need to integrate Astra with Wati.
Step 3: Configure agent instructions
The system automatically fills in the instructions based on the role you selected. You can modify these instructions at any time.
Step 4: Review branding and business context
Go to the Branding section.
You’ll see the AI agent’s branding and business context details there.
Note:
Branding settings are available only when the Astra agent is deployed on your website.
If you deploy the agent on WhatsApp, the branding settings option will not be visible.
Important things to remember
When a URL is shared
Astra uses the URL as input for Astra Vibe to generate an improved instruction. You can review the suggested instruction and approve it. After approval, the instruction is automatically updated.
When a URL is not shared
Astra displays a link above the instruction section and inside Astra Vibe prompting you to add a URL. You can use this link to share the URL with Astra.
Updating agent instructions
If the instructions feel overwhelming, don’t worry. You can simply describe what you want in plain language (for example, “Make the agent greet users more warmly” or “Add instructions for handling billing questions”). Astra Vibe will update the instructions for you.
Review the final instructions and click Approve when everything looks right.
Note: You also have the option to review and customize your Voice agent’s behavior.
Using variables, knowledge sources and actions
Astra Vibe can help you set up variables, knowledge sources or actions directly in your agent. Here’s a quick overview of how this works:
Variables
Variables let your agent collect and reuse information from a conversation, such as the customer’s name, preferred channel, or class level. Your agent can ask for these details or extract them automatically, store them, and then use them to personalize replies or fill in action fields.
Note: In addition to the default contact properties available in Wati, you can also create your own custom properties to match your business needs. Simply use the Create new option to add any additional fields you require.
Knowledge sources
You can attach documents or knowledge bases so your agent can give accurate, grounded answers. In your agent instructions, you can define when these sources should be used. For example: “If the question is about course schedules, search the help center first. If the answer isn’t available, escalate.”
Note: When you upload training sources, you’ll now see a real-time progress bar. This gives you clear visibility into how your documents are being processed and lets you track the upload status step by step.
Actions
Actions allow your agent to connect with tools like HubSpot, Salesforce, Slack, or internal systems. You can describe when an action should be triggered and what information it needs (often using variables). We’ll also help connect the actual platforms so your agent can perform those tasks.
If you’d like, Astra Vibe can help you:
Add example variables to your current instructions
Attach a knowledge base of your choice
Configure actions (such as creating or updating contacts in HubSpot or sending a notification to Slack) and set up rules for when the agent should use them
Just tell Astra Vibe what you want to set up, and it will take care of it.
How to test your agent before deploying
Astra Vibe allows you to test your agent so you can see how it answers questions and responds in different situations. You can test both your text and voice agents before deploying them.
Note: Please ensure you save all the changes before testing the agent.
Step 5: Install your agent
If you’re deploying the agent on your website, copy the installation code and follow the steps provided to add the widget to your site.
If you prefer using Google Tag Manager or a third-party website builder such as Lovable or Shopify, follow their specific installation instructions.
Note: If you deploy the agent on WhatsApp, you must connect Astra to your Wati account by clicking Connect via Wati.
Your agent is now ready to use. You can return anytime to update instructions, improve responses, or extend capabilities as your needs grow.
Deep cloning AI agents
Have a Web agent and need the same setup for WhatsApp (or the other way around)? You can now duplicate your agent in just 1 click.
Agent cloning performs a deep copy of all associated datasets and configurations. This means:
All training data is copied
All settings and configurations are preserved
No manual copy-pasting is required
Your cloned agent is fully replicated and ready to be adjusted or deployed on the new channel.