Creating your first Agent

Welcome To Semantiks Console! 🙌 Here you would learn how to use the Semantiks Console web-app including Agent Creation and Management, Dashboards and Conversations Analytics as well as external integrations to various channels

Setting up with Semantiks

1. Open Semantiks-Console and create an account

   Open Semantiks-Console log-in and create an account.

2. Sign up with your preferred method

   You can Sign Up using Google or Github or choose your own password with your email. After filling the necessary information you are going to recibe the corresponding notification via email.

3. Verify your email

   You will receive an email for account verification. After verifying, you may be placed on a waiting list while your account is reviewed. During this time you will see a verification page confirming that your account is under review.

   The verification page supports language switching — use the toggle in the top-right corner to switch between English and Spanish. You will receive a confirmation email within up to 2 business days.

4. Fill your account information

   First, fill your information for your account.

5. Set your organization information

   Fill the Organization information. When selecting your country, you will see priority countries (Mexico, Argentina, Brazil, Colombia, Peru) listed at the top for quick access, followed by the rest of the countries in alphabetical order.

   If you already have an account created and associated to an organization please go directly to the ORGANIZATIONS section of the doc where you can find how to add users to an existing organization

6. Create your agent

   After filling the organization information, create your agent and continue with the initial setup flow.

   • Agent type: Choose the type of agent you want to create from the available options: Pre-sales, Customer Service, or Reactivation. Each option is displayed as a card with an icon and a brief description of what that agent type does, making it easy to understand the purpose of each one. Click on a card to select it — the selected card will be highlighted with a colored border. Based on your selection, the agent’s goal and purpose will be pre-filled with a suggested description.
   • Agent name: Give your agent a recognizable name.
   • Agent goal: Review and optionally edit the pre-filled goal for your agent.

   The agent type you select is saved as part of your agent’s configuration. You can choose the type that best matches your use case and the goal will be automatically suggested for you.

7. Set the agent identity

   Set the agent identity by filling the form with the agent name, description, and other details.

   If you switch the interface language during onboarding, all labels and options — including language styles, tones, and age groups — will automatically update to the selected language.