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.

You’ll see two main sections:

Templates - where you’ll find ready-made agent templates you can use.

My agents - where you can create and manage your own agents.

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: Choose a template

Pick a template that fits your use case. When you select a template, you’ll see:

A description of what the agent does
Agent instructions
The actions it can perform
Whether it’s available in text, voice, or both

Below is a quick overview of the templates available in Astra Vibe:

EdTech support specialist
Handles student and teacher questions about courses, assignments, and platform features. Escalates complex issues when needed.

EdTech qualification agent
Qualifies education prospects by understanding budget, timeline, needs, and student size. Can book demos for qualified leads.

Wellness support assistant
Helps with membership, billing, class schedules, and app issues. Escalates health-related concerns to wellness coaches.

Wellness concierge agent
Understands member fitness goals and health concerns. Recommends personalized programs and books consultations.

Step 3: Click Use this template button

Once you’ve reviewed the template, select Use this template to move forward.

Step 4: Choose your deployment channel

Select where you want the agent to appear. You can deploy an agent on:

WhatsApp
Web widget
RCS (coming soon)

Note: To deploy the agent on WhatsApp or RCS, you will need to integrate Astra with Wati.

Step 5: Add your website URL (optional but recommended)

Providing a URL helps the agent learn more about your business.

For qualification agents: enter your website URL.
For support agents: enter your help center or knowledge base URL.

Step 6: Configure agent instructions

The system automatically fills in the instructions based on the template you selected. You can modify them at any time.

Step 7: 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 you deploy the Astra agent on your website.

Important Note

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.”

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.