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Quick Start

Get started with Flametree — from signing up to launching your first AI Agent.

For this tutorial, we are going to create a knowledge base agent that answers website users' questions about your debit cards tariffs.

By the end of this tutorial you will:

  • have a fully working AI Agent and to test at the Playground
  • have a basic understanding of Workflow
  • know how to troubleshoot if something is not working

The entire setup takes between 20 and 30 minutes.

For a no-code agent setup using predefined templates, see wizard flow options

Before You Start​

To begin, open the Flametree Portal and create an account. You can register using your email and password or sign in with your Google account. Your full name is required during your registration. You may use a nickname, but you cannot leave the First Name and Last Name fields blank.
After registration, Flametree will automatically create your first workspace — called a tenant.

💡 Tip: Your first account automatically grants you Tenant Admin privileges, so you can manage users, agents, and integrations right away.

Step 1: Create your first agent​

At this step, you are going to set agent's name, purpose, and communication style — all through an intuitive visual interface. Copy and paste example configurations below or use your own.

The first section you see when you open your account is Agents. Start your Flametree experience with creating an AI Agent.

  1. Click Create new agent + in the upper-right corner.

  2. From the dropdown list, select the agent type. For this tutorial, we are going to use the Inbound Text Agent flow. This agent replies to inbound text messages from your website users.

  3. On new agent page that opens next, click the pencil icon and add your agent's name in the upper-left corner. For example: KnowledgeBase Agent. Click the ✓ (checkmark) icon to save the name.

  4. Fill in the fields in the main section of the page.

    💡 Tip: For this Quick Start, you can copy the examples as-is. No need to customize these fields

  • Identity — Who is your agent? Enter its role and provide a brief description.

    Example Identity

    You are the multilingual AI Banking Knowledge Base Agent for the bank. Your name is Alex. Your role is to support potential clients by explaining debit card tariffs, available plans, fees, limits, and related services.

  • Speech style and language — Define the agent's speech style, tone of voice and languages you would like it to speak.

    Example speech style and language

    Your language is clear, professional, and aligned with standard banking communication. You speak English, but you can answer in other languages if the client prefers.

  • Task — Include a description of the tasks your agent will perform including the agent's limitations.

    Example task

     Your primary task is to help potential clients understand the bank’s debit card tariffs and related conditions, including fees, limits, benefits, and service options. You guide users through tariff details, compare available plans when needed, and collect their contact information for follow-up by a banking specialist. For every question — even a simple one — you must search only within the knowledge base. Always take conversation context (chat history) into account.

  • Workflow — Define how your agent behaves and responds in different situations. For guidance on creating an effective workflow, click the ? (question mark) icon in the Workflow section. This configuration requires YAML syntax

    Example Workflow
    - process_name: SalesProcess
      name: SalesSupport
      kind: StateConfig
      init_state: true

      description: |
          - Answer questions about products
          - Collect contact info
          - Offer call scheduling if the user is interested
          - Use FAQ and Knowledge Base when relevant

      available_tools:
          SingleStatefulOutboundAgent:
          - SendChatMessage
          - FinishSession

  • Fast Access Knowledge Base — Add the information that will provide your agent with the knowledge required to fulfill the Task and support the Workflow. The knowledge base can be in simple text format.

    Example Fast Access Knowledge Base
    The bank offers two debit card plans. Both cards support contactless payments, Apple Pay / Google Pay, and online purchases. Each card is linked to a Girokonto.

    Basic Debit

    No monthly fee. Issuance costs €5.
    ATM withdrawals cost €1.50 per withdrawal.
    Daily spending limit: €1,000.

    Suitable for basic, low-cost everyday use.

    Premium Debit

    Monthly fee: €12.90. Issuance is free.
    ATM withdrawals are free worldwide.
    Daily spending limit: €5,000.

    Suitable for frequent travelers and clients who want extra benefits.

    Notes

    The agent provides tariff information only.
    The agent does not perform account operations or request sensitive data.
    All answers must be based on this information.

  • Conversation result (optional for this Quick Start) — These are the fields the agent collects during the conversation. They are user details and metrics for reporting and follow-up. For guidance on developing the conversation results, click the ? (question mark) icon in the Conversation result section. This configuration requires YAML syntax
    Conversation analytics is available in 360 View on the portal. Learn more about analyzing sessions in 360 View

    Example Conversation results
    - field_name: InterestInDebitCards
      kind: FormInfoField
      field_description: Indicates whether the user showed interest in debit card tariffs.

    - field_name: ConversationStage
      kind: FormInfoField
      field_description: Conversation stage where the user stopped.

  • Analytics — We aren't covering the analytics in this Quick Start. Learn more about analytics in the Monitoring & Analytics section

  • Tool group — We aren't covering the tool groups in this Quick Start. Learn more about tools and how they can enhance your campaigns in the Tools and Skills article

  1. In the right sidebar menu, go to Models > LLM and choose the LLM the agent will use.

  2. Click Save to create the agent.

Step 2: Test and Refine​

Test conversations before going live. Adjust tone, behavior, and responses until your agent performs as expected.

To test your AI Agent:

  1. Click Start agent and wait until agent's status changes to Running. Now you can test and refine your AI Agent.
  2. Navigate to Playground in the left sidebar menu.
  3. Select the agent you have created and start the conversation: test whether your agent follows the workflow and the knowledge base you've added. You have 50 sessions for your initial experience.
  4. Modify agent's configurations as needed: for this go to the Agents section. Remember to click Save to apply the changes.
  5. Restart the agent if it was running. To do it, click Stop agent and then Start agent.

💡 Tip: If you get the Error status at the start of your agent or your agent isn't starting, in the Agents menu click the three dots opposite the agent's name. Select View logs to see what went wrong.

Step 3: Connect Channels​

Make your agent available where your customers are — connect Telegram, WhatsApp, email, phone, or web widgets. For this agent, we are going to connect the Telegram Channel.

1. Create a Telegram Bot​

  1. Open Telegram and find @BotFather
  2. Send /newbot and follow the prompts:
    • Bot name — Any display name
    • Username — Must end with bot. For example, mybank_debitcard_bot
  3. Copy the bot token provided by BotFather that looks like this: 1234567890:AAEisSLYpWrb0q18rlpuj7yQbJcOoM1PuLQ

2. Add Telegram Channel in Flametree​

  1. Go to Settings > Channels
  2. Open Telegram and click Add +
  3. Fill in the configuration:
    • Name — Integration name
    • Description — Description of what the agent does (optional)
    • Bot username — The name users see when talking to the agent
    • Telegram Bot Token — Token from BotFather
    • Enable Telegram streaming — Real-time answer generation (optional)
  4. Click Save to add the channel

⚠️ Start the channel to proceed with the next steps. To start the channel, click Start in the upper-right corner of the screen.

3. Connect Channel to AI Agent and Test​

  1. Go to Agents and double-click on your agent to go to its settings
  2. In the right sidebar menu, go to Communication Channels
  3. Hover over Add + and from the dropdown menu select Telegram
  4. Click Save to apply the changes
  5. Restart the agent if it was running. To do it, click Stop agent and then Start agent. Restarting the agent is required for the channel to start working
  6. To test the Agent, open your bot in Telegram and click start to begin the conversation

Learn more about configuring channels in Communication Channels section

🚀 You’ve successfully created and tested your first AI Agent with Flametree — well done!

Next Steps​

You’re ready to explore Flametree in more depth: