Getting started
Learn how to create your first AI agent in PicoBot.
1. Create an AI Agent
Section titled “1. Create an AI Agent”Go to your workspace and open the Agents page from the main sidebar. Click the + New Agent button.
Enter a name for your Agent, optionally provide a short description, and click Create agent.
2. Configure the AI settings
Section titled “2. Configure the AI settings”Once your Agent is created, it’s time to configure its behavior. From your agent’s top navigation menu, click Settings.
Here you can configure the core AI properties:
- AI Model: Choose the underlying LLM that powers your agent (e.g., Z.AI GLM 5, DeepSeek V4, or OpenRouter).
- Temperature: Controls the randomness of the agent’s responses. A lower temperature (e.g., 0.1) makes outputs more focused and deterministic, whereas a higher temperature makes responses more diverse and conversational.
- System Prompt: Define the agent’s role, goals, guardrails, and tone of voice. Give it specific instructions on how it should handle user queries and when it should trigger actions.
3. Populate the knowledge base
Section titled “3. Populate the knowledge base”The Knowledge Base is where you upload the proprietary information your Agent uses to generate accurate responses.
Click the Knowledge Base tab in the top navigation. To add data, click Add Knowledge. You can input website URLs for PicoBot to crawl, or upload documents directly (PDF, DOCX, CSV, TXT).
When a user asks a question, the Agent securely queries this knowledge base and generates a response based exclusively on your company’s data.
4. Create AI actions
Section titled “4. Create AI actions”Actions unlock the true autonomous power of AI Agents. Instead of only generating text replies, the Agent can actively carry out tasks during a conversation.
This might involve saving potential leads natively in PicoBot, displaying Cal.com booking widgets, interacting with external APIs via HTTP Webhooks, or escalating to a human agent.
- Click the Actions tab.
- Click Create Action.
- Select the type of action you want to create (e.g., Lead Form, Cal.com Booking, Buttons, or HTTP Request).
- Configure the required parameters and click Save.
To learn more about each specific action, check out the Actions documentation.
5. Test your Agent
Section titled “5. Test your Agent”You should always test your AI Agent before publishing it to your live website.
Click the Playground tab in the navigation menu. This is your private sandbox to experiment with your Agent in real time. You can chat with the Agent to see exactly how your System Prompt, Knowledge Base, and configured Actions affect its behavior.
6. Deploy your Agent
Section titled “6. Deploy your Agent”Once you’ve built and tested your AI Agent, it’s time to deploy it to your website!
Click the Install tab. PicoBot will generate a simple <script> tag snippet. Just copy this code and paste it into the <head> section of your website (WordPress, Webflow, Shopify, custom code, etc.). Your intelligent agent will immediately appear on your site and start helping your users.