You request an agent with a short interview. Kylo turns your answers into a suggested agent name and template, and the Kylo team reviews the request before the agent goes live.

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Before you start

  • A workspace. See Create an account.
  • Billing details on file: a billing name and a billing email. No payment method is needed to send the request. If either is missing, Confirm opens a dialog titled Fill in billing details with a Go to billing details button that takes you to /{workspaceId}/settings/billing.
  • Optional: the email address of the person who should take over chats the agent cannot finish.
1

Start a request

On Agents, select New AI agent. A dialog opens with the greeting “Hi I’m kylo. To offer you the right agent. I need to ask a few questions.” The subtitle shows your progress, for example “Step 1 of 11”.
2

Answer the questions

Answer one question at a time. The dialog asks 11 questions if you pick WhatsApp as a channel and 10 if you do not:On step 1, Suggest with AI reads your description and proposes a name, a type, and a template, and it pre-fills the next steps. You can still change every answer. Optional steps show a Skip chip.The assistant reacts to some answers. If you choose My team checks Kylo, it tells you the chat is marked waiting and a person follows up, and that nobody joins the chat live. If you choose outbound, it tells you that you will pick an Active template when you make a campaign.
3

Review the summary and confirm

After the last answer, a summary card lists every answer with an Edit link beside each. Above it, check three fields:
  • Name: the suggestion, for example “Lead Qualifier”. Rename it here.
  • Type: Chat. Voice is listed with a Coming soon badge and cannot be picked.
  • Template: General, Lead Qualifier, Sales Consultant, or Custom. Custom shows the note “Our team builds it for your workflow.”
Select Confirm. The template seeds the agent’s starting instructions, which you edit later.
4

Wait for review

The dialog shows Request sent: ” is in review.” Select Done. On Agents the new card is greyed out with the badge Waiting for approval, and you cannot open it yet.
5

Open the approved agent

When the Kylo team approves the request, the card becomes a normal card and links to the agent’s Playground. If the team declines it, the card shows a Declined badge and the reason, and stays locked.
Your agent request is in review, or live if it is already approved.

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What approval sets

The Kylo team decides these when it approves a request, and they limit what the agent can use:
  • The channels and integrations the agent can connect, and how many.
  • The paid plan: its price and its credit grant.
  • An optional free trial with its own length and credit grant. When a trial is included, Plan & usage shows “Your free trial ends in N days.” and offers Add payment method.
  • A one-time credit top-up, if one is granted.
If the approval has no trial, the agent stays paused until you buy the plan. See Plan and credits.

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Rename or delete an agent

On an approved card, open the More menu and choose Rename or Delete. Delete asks “Delete this agent?” and removes the agent from the workspace.

Next: write the instructions

Tell the agent who it is and what to do.