Creating an Agent
From the dashboard, click New Agent. A modal appears with four options:
Guided Setup
The recommended starting point. A conversational AI asks you questions about your business, your agent's purpose, and your target audience — then generates a fully configured agent (system prompt, settings, knowledge suggestions) based on your answers.
Prompt to Build
Type a one-sentence description of what you want. The AI generates a complete agent design including template, suggested journey, and system prompt. Best when you have a clear idea and want to move fast.
Starter Kits
Pre-built templates for common use cases. Pick one and customise from there. Available kits include:
Knowledge Agent Kits
- Luxe Recommender — Premium beauty consultation with 5 paths (skin assessment, routine builder, shade matching, ingredient guide, gift finder)
- Retail Launch — Conversion-optimized product launch with hero-first entry and objection handling
- E-commerce Shopping Assistant — Full-featured shopping with browse, search, recommendations, and order support
- Website Sales Agent — Lead qualification with 5 intent paths and passive extraction
- Customer Support Desk — Multi-topic triage with escalation sub-flows
Internal / Enterprise Kits
- Internal Knowledge Agent — 4 department paths (HR, IT, Finance, Ops) with sensitive topic guard
- Sales Enablement Workspace — Objection handling, case study matching, competitive intel, deal prep
- Media Plan Generator — 5 plan types with AI document generation
Action Agent Kits
- Price Monitor — Watch product prices and alert on changes
- Inventory Alert — Monitor stock levels and send notifications
- Review Monitor — Track new reviews across platforms
- Daily Digest — Generate and email daily summary reports
- Weekly Performance Report — Compile weekly metrics
- Lead Enricher — Enrich captured leads with additional data
- Content Tagger — Auto-categorize content using AI
- Data Sync — Keep data synchronized across systems
- Threshold Alert — Fire alerts when metrics cross thresholds
- Follow-Up Reminder — Schedule automated follow-up reminders
Each kit comes fully configured with a journey flow, AI system prompt, design template, and setup checklist.
Blank Canvas
Full manual setup. Choose your own template design, build your journey from scratch, and write your own system prompt. Best for advanced users who know exactly what they want.
Choosing Agent Type
When creating an agent, you'll first choose the type:
- Knowledge Agent — For building conversational chat experiences. Users interact in real time through a chat widget or landing page.
- Action Agent — For building automated workflows that run on triggers (schedules, webhooks, data changes). No user interaction needed.
The creation methods (Guided Setup, Prompt to Build, Starter Kits, Blank Canvas) are available for both types. Some starter kits are designed specifically for action agents.
After Creation
After creation, you land in the agent builder. Work through the steps:
Knowledge Agents
- Template — set the visual appearance (hero, colors, fonts, quick replies)
- Knowledge — link knowledge bases and product catalogs
- Journey — build the conversation flow
- Settings — configure AI behaviour, guardrails, and deployment
Action Agents
- Overview — configure triggers (schedule, webhook, data monitor)
- Workflow — build the automation flow
- Knowledge — link knowledge bases (optional)
- Settings — configure AI behaviour and publish
Publishing
Before publishing, Zimmer validates your agent:
- Template: navigation bar and welcome card configured
- Journey: at least one flow with no disconnected nodes or dead ends
- Knowledge: at least one KB or catalog linked
- AI Config: provider, model, and system prompt set
Fix any errors, then click Publish to go live.