Create, configure, and publish your first chat agent on Voiceflow. No coding required.

1

Create a new project

From the Dashboard, go to Projects → New project. Name your project, keep the default settings, and select Start from scratch.

This opens the global agent view, where you’ll configure your agent’s high-level behavior.

2

Set up your agent's persona

In the Global agent description, click generate and describe your agent’s actions, goals, and personality. Voiceflow will automatically create a detailed prompt in seconds.

For example:

3

Add a knowledge base (optional)

To give your agent real information to reference, click the Knowledge Base icon in the left sidebar. You can add context by:

  • Uploading documents - PDFs, text files, or CSVs (e.g., your FAQ, product catalog, or return policy).
  • Pasting a URL - Your agent will index the content directly from the page.
  • Adding text manually - Paste in key information directly.

Your agent will use this knowledge to answer questions accurately.

4

Publish your agent

Back in the Agent tab, click Publish in the top-right corner. Your agent is now ready to use!

That’s it! Your agent is now deployed and available to use. Try it out using the widget in the bottom-right corner of the editor.

Tips for refining your chat agent

  • Start simple. Get a basic agent working first, then layer on complexity. You can add deterministic Workflow steps and agentic Playbooks to get the most out of your agent.
  • Use your knowledge base. The more relevant content you upload, the more accurate your agent’s responses will be.
  • Iterate on your prompt. Small tweaks to the system prompt can make a big difference in response quality.

What’s next?

You’ve built your first chat agent on Voiceflow. Now learn how to build production-grade agents with our documentation.

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