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Quick Start: Simplified Mode

Get started with Flametree — from signing up to launching your first AI Agent. By the end of this tutorial you will have a fully working AI agent which you can test directly in the built-in Playground.

The entire setup takes between 10 and 15 minutes.

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.

Create Your Agent​

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 customers on your website or in Telegram or WhatsApp.
  3. In the window that opens, enter your agent's name.

After you set the name for your agent, you will see the agent configuration page. It consists of four tabs that correspond to the main areas of configuration: instructions, Knowledge Base, Channels, and Conversation Results. For this tutorial, we will fill them in one by one, following their order on the page.

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By default, you start creating your agent in this simplified mode. If you wish more flexibility and complex solutions when configuring your agent, in the upper-right corner, use the toggle to switch to Advanced mode. You can switch between the two modes at any stage of the configuration process

Configure Your Agent​

Follow the steps of this guide to create your first AI agent.

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After completing each tab and after finishing configuring your AI agent, click Save in the upper-right corner of the page to apply the changes

Step 1: Instructions​

Agent Instructions define how your agent communicates with customers: its language, tone, and behavior during conversations.

Fill in the following sections:

Each section includes a short example that you can use or modify.

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Click the ? (question mark) next to a section to see a brief description

Step 2: Knowledge Base​

Knowledge Base is where your agent retrieves the information it uses to respond to customers. Use at least one knowledge source for your agent to be able to communicate.

Knowledge base has the following tabs inside:

  • Core
  • Q&A
  • Plain Text
  • Websites
  • Files
  • Youtube

Each tab displays tips and descriptions and has the Add + button to upload your unique pieces of content about your product or service.

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After uploading Q&A, Files, or YouTube links, they may appear as Not Ready. Wait until the status changes to Ready before testing in Playground. This may take a few minutes

Learn more about knowledge sources in the Knowledge Sources article.

Step 3: Channels​

A channel is the platform through which your agent communicates with customers.

Through this simplified flow, you can connect the following channels:

  • Telegram
  • WhatsApp
  • Web widget

You can connect one channel or all of them. To start, click the corresponding button and follow the on-screen instructions.

For more information, about all possible integrations, refer to the Communication Channels section.

Step 4: Conversation Results​

Conversation Results defines what information your agent collects during conversations with customers. You can use toggles to collect common predefined fields in Standard Information or add your own in Custom Fields.

To add your own custom fields:

  1. Click + Add something else
  2. When adding a custom field, choose how the value should be captured:

    • Match to options — The agent will only capture values from a predefined list specified in Options. This is useful when you expect a limited set of possible answers.

      Examples:

      • Service: Loan, Credit card, Mortgage
      • Request type: New application, Support, Complaint

    • Any value — The agent will capture any value provided by the cutomer. This is useful for open-ended inputs such as names, locations, or free-text responses.

  3. Click Add field to save the changes.

You can view the conversation results collected in live mode during each session. To do this, click Conversation Results under the Playground area. After the session ends, the conversation results along with other session details become available in 360 View.

🚀 After you've filled up all the tabs — you have created your first AI agent!

Test in Playground​

Playground is the area where you can interact with your newly created agent: ask questions and simulate real customer conversations to see if the agent follows the instructions you provided. For example, check the tone it uses, the information it provides, and the data it collects.

After testing, you may want to adjust the configuration. Click Save to apply the changes — the agent will automatically restart so you can continue testing right away.

For more information on testing patterns and scenarios, refer to the Test and Evaluate Agent Performance article.

Example AI Agent Setup​

Below are sample entries for the Instructions and Knowledge Base sections that you can use for your first agent. They will help you set up a minimal configuration and test the agent in the Playground.

You can copy and paste these examples or use them as a starting point for your own agent.

Instructions​

Identity & Role​

Example identity & role

You are Ted, a helpful AI assistant for EventHub. EventHub organizes online events such as webinars, workshops, and educational sessions. You help people learn about upcoming events and register for them.

Speech Style & Tone​

Example speech style & tone

Use a friendly and professional tone. Always introduce yourself. Keep responses short — 1–2 sentences when possible. Always reply in the same language as the customer.

Primary Task​

Example primary task

Your main task is to help customers register for events. Guide them through the registration process, ask for the required details, and confirm their registration. If a question is outside event registration, politely redirect the conversation back to the event. In addition to name and email, also ask for the phone, and preferred date of the event.

Welcome Message​

Example welcome message

Hello! I can help you register for our upcoming events. Would you like to see what events are available?

Knowledge Base​

For the knowledge base, the examples we are going to fill for the example flow are: Core, Q&A, Plain Text, and Files.

Core​

Example core information

EventHub hosts short online learning events such as webinars and workshops. Events usually last 60–90 minutes and are held online via Zoom. Each event has a limited number of seats (100 participants). Registration requires name and email address. After registration, participants receive a confirmation email with the event link. Participation in events is free, but registration is required.

Q&A​

Example Q&A

Question: What happens if an event is already full?
Answer: If an event reaches the limit of 100 participants, you can join the waiting list. If a spot becomes available, you will receive an email invitation to register.

Question: What if I register but cannot attend the event?
Answer: If you cannot attend the live session, you will automatically receive a recording of the event by email within 24 hours.

Plain Text​

Example plain text description

Upcoming Events

AI Basics for Beginners A beginner-friendly introduction to artificial intelligence and its real-world applications.

Time Management Masterclass Practical strategies for prioritizing tasks and improving daily productivity.

Introduction to Data Analytics A short overview of how organizations collect, analyze, and use data to make decisions.

Files​

Download an example of a knowledge base PDF file

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