Getting Started
How to Create an AI Agent in KriyaOS
This guide helps you create your first agent in KriyaOS.
It is written for first-time users and focuses on what you will actually see and decide in the product.
Quick Recommendation
If you want the fastest guided setup, start with Business Agent. If you want more control before anything goes live, choose Custom Agent.
What This Page Helps You Do
By the end of this page, you should understand:
- the two ways to create an agent
- which path is better for you
- what the main setup fields mean
- what happens after creation
- what to watch out for as a new user
Before You Begin
Before you create an agent, it helps to know two things:
- Which workspace you want to create it in
- Whether you want a guided setup or a more hands-on setup
If you plan to use uploaded knowledge, keep in mind that files may need a little time to finish processing before the agent can use them fully.
Choose The Right KriyaOS Agent Creation Path
KriyaOS currently gives you two creation paths:
-
Business Agent A guided onboarding flow that helps you move faster. It creates and publishes the agent for you as part of the flow.
-
Custom Agent A direct editor for people who want more control over prompts, models, knowledge, and draft setup before publishing.
When To Choose Business Agent
Choose Business Agent if you:
- are creating your first agent
- want the fastest path to a working assistant
- prefer guided questions over manual setup
- want KriyaOS to create and publish the first version for you
When To Choose Custom Agent
Choose Custom Agent if you:
- want more control from the start
- already know how you want the agent to behave
- want to fine-tune prompts and settings before anything goes live
- prefer to create a draft first and publish later
Create A Business Agent
The Business Agent path is the more guided option. It is a fast Quick Launch flow designed to take a business from nothing to a live, custom-branded public agent in just two steps.
Step 1: Choose The Agent's First Job
From the Agents page, choose Business Agent.
You will land on the Quick Launch screen, where you only make two decisions:
- Pick the first job. Choose what the agent should focus on first:
- Answer FAQs
- Recommend products
- Customer support
- Name the agent. A suggested name is filled in automatically based on the job and your business. You can keep it or change it.
The job you pick pre-fills the agent's system prompt, starting capabilities, and tagline for you.
[!NOTE] Your business details (display name, logo, colors, contact info) are pulled automatically from your workspace-level Brand Kit. You do not re-enter them in this flow — manage them under Brand Kit and changes apply instantly.
When you click Create my agent, KriyaOS moves straight into launching it.
Step 2: Automatic Deploy And Launch
KriyaOS then runs the launch for you and shows its progress through four phases:
- Create agent draft — generates the first draft and system prompt.
- Publish agent — moves the agent from draft into a live, published state.
- Enable public chat — creates and enables the hosted public chat integration.
- Verify hosted chat — confirms the public chat endpoint is reachable.
You do not need to do anything during this step. The flow only completes once the public chat path is provisioned and verified. If a phase fails, your progress is preserved and you can retry from where it stopped.
Step 3: Review The Live Result
When the launch finishes, you land on the live result page. From there you can:
- Open the custom-branded Hosted Chat page.
- Copy the public share link or scan the QR code.
- Find your widget script for embedding the chat directly into your website.
- Integrate other communication channels (like WhatsApp).
To go further — refine prompts, add knowledge sources, or enable capabilities like bookings — open the agent in the editor (the same one used by the Custom Agent path). Visual assets and contact details are managed under Workspace Brand Kit and apply instantly.
Create A Custom Agent
The Custom Agent path gives you more control and starts with a draft.
Step 1: Open The Editor
From the Agents page, choose Custom Agent.
Step 2: Fill In The Main Setup Areas
The editor opens with an Identity card at the top, followed by three focused tabs:
- Identity (always visible) The agent's name, description, Primary Model, and optional Fallback Model.
- Capabilities tab Connect ready knowledge sources and enable configured Kriyas such as Appointment Booking, Product Catalog, or selected Custom MCP tools.
- Prompts tab The System Prompt, Developer Instructions, and Guardrails & Constraints that shape how the agent behaves.
- Tuning tab Advanced Response Parameters (sampling and length) and Session Configuration (conversational memory and history).
Step 3: Create The Draft
When you click Create Agent, KriyaOS creates the agent as a draft.
That means:
- the agent exists
- you can keep editing it
- you can test it
- it is not live yet
Step 4: Refine And Test
After creation, you stay in the agent editor. From there you can:
- save draft changes
- open the playground
- publish when you are ready
What The Main Fields Mean
You do not need to understand every advanced setting right away. The most important fields are these:
Name
The name is how you will recognize the agent later.
Choose something clear and easy to identify.
Description
This is a short note for your own reference. It helps you remember what the agent is for.
System Prompt
This is the main instruction for the agent.
In plain language, it tells the agent:
- who it is
- what it should help with
- how it should respond
If you only spend extra time on one field, make it this one.
Developer Instructions
This label sounds technical, but you can think of it as extra guidance for how the agent should operate.
If you are new, you can often leave this simple.
Guardrails And Constraints
These are the rules the agent should not break.
Use this area for boundaries, limits, and safety rules.
Primary Model
This is the main AI model the agent uses to answer.
Most new users can start with the default and change it later if needed.
Fallback Model
This is a backup model.
It is optional and mainly useful if you want an extra safety net.
Knowledge Sources
These are the files or information sources the agent can use when answering.
In the Custom Agent editor, you will only be able to select knowledge sources that are ready to use.
What Happens After You Create An Agent
What happens next depends on the path you chose.
After Business Agent Creation
Your agent is created and published as part of onboarding.
You can then:
- preview it
- share it
- come back later to improve it
After Custom Agent Creation
Your agent starts as a draft.
You can then:
- continue editing
- test the draft in the playground
- publish it when you are happy with it
Draft Vs Published
This is one of the most important product concepts to understand.
- Draft means the version you are still working on
- Published means the live version
The Custom Agent path creates a draft first.
The Business Agent path creates and publishes as part of onboarding.
Common Mistakes And Tips
- If you want the fastest path, choose Business Agent. If you want more control, choose Custom Agent.
- Do not confuse draft with live. A draft is not visible as the published version until you publish it.
- If uploaded knowledge is still processing, the agent may not answer with that information right away.
- The label Developer Instructions can sound more technical than it needs to be. Treat it as extra operating guidance.
- The Business Agent quick launch keeps choices minimal on purpose — pick a job, name it, and let KriyaOS build and publish the first version. You can refine everything afterward in the editor.
Next Step
If you have not already, it is also helpful to read What Is an Agent? so the draft and published steps feel more intuitive.