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Create an Agent in Simple Mode

Simple mode is the default, form-based way to configure an AI agent in Flametree: what it says, what it knows, where it talks to customers, and what data it collects. You can build a working agent here without writing prompts or code, and test every change in the built-in Playground panel.

If you need multi-step workflows, custom prompts, or tools, switch to Advanced mode with the Advanced mode toggle in the upper-right corner of the agent page. If you have unsaved changes when you switch, you can choose Save and switch, Switch without saving, or Cancel.

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Some changes made in Advanced mode (for example, a custom workflow) cannot be displayed back in Simple mode. In that case parts of the Simple mode UI become read-only or unavailable — the affected pages below explain how to proceed.

The agent page has four tabs on the left and the Playground panel on the right:

TabWhat you configure
InstructionsWho the agent is, how it speaks, its primary task, the welcome message, and human handoff.
Knowledge SourcesThe content the agent uses to answer questions: core information, FAQs, plain text, websites, files, YouTube videos.
ChannelsWhere the agent talks to customers: web widget, Telegram, WhatsApp.
Conversation ResultsThe data the agent captures from each conversation.

Test your agent as you go in the Playground panel.

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Click Save in the upper-right corner after you change any tab. Saving applies the changes to the live agent on all connected channels.

Before you start​

  • You are signed in to the portal with a role that can edit agents.
  • An agent exists, or you create one first — see Agents. Open it from AI Agents > Agents.
  • In the normal flow all four tabs are available right away. If the Knowledge Sources or Channels tab shows a Save the agent to enable… message instead, click Save once and continue.

Common issues​

  • The Knowledge Sources or Channels tab shows "Save the agent to enable…". The agent hasn't been saved yet — click Save once and the tab becomes available. In the normal create flow this doesn't happen.
  • The Playground chat ignores your latest edits. You're chatting with the previously saved version — click Save changes first.
  • Save is blocked. Identity & Role, Speech Style & Tone, and Primary Task are required fields on the Instructions tab.
  • The agent answers in the wrong language. Add an explicit language rule to Speech Style & Tone.
  • The agent doesn't use new knowledge content. Check the source status — wait for Ready, or re-index if it shows Modified or Error.
  • A channel shows ERROR. Open Settings > Channels to check the channel's credentials and error message.
  • A conversation result field never fills in. Improve How to recognize it — describe the data the way customers actually phrase it. If the agent should actively ask for the data, add that to Primary Task on the Instructions tab.

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