How to Set Up Your First AI Agent in Setloop
Creating your first AI agent should not feel complicated. The goal is an assistant that understands your business, answers common questions, and moves conversations toward the right next step.
In Setloop, an AI agent can help with Instagram and WhatsApp conversations. It can respond to incoming messages, answer common questions, qualify leads, and hand off to a human when needed.
You do not need a perfect knowledge base on day one. If you do not know where to start, look at your recent Instagram or WhatsApp conversations — the questions people ask most often should be added first.
Before you start
Prepare the basic information your agent will need to respond well.
- What your business does
- Who your customers are
- Services or offers you provide
- Prices or price ranges
- Business hours
- Location, if relevant
- Booking process
- Frequently asked questions
- Cancellation or refund policy
- When to ask a human for help
The setup, step by step
Eight steps from account to going live.
Create your Setloop account
After signing up, you will enter the app and begin setup. The first goal is to connect a communication channel and create your first AI agent. You can start with one channel and add more later.
Connect Instagram or WhatsApp
Connect the channel where you receive the most messages. Many businesses use both: Instagram for discovery, WhatsApp for confirmations, follow-ups, and returning customers.
Create your first AI agent
Give the agent a clear, specific role — a sales assistant, booking assistant, or lead qualification assistant — rather than “answer all messages.” A clear role helps the agent behave consistently.
Add business information
Be specific. Instead of “We offer coaching,” write “We offer 1:1 business coaching for service-based founders who want to improve lead generation, sales conversations, and follow-up.”
Define tone and behavior
Choose a tone that matches your brand, then set rules: keep replies short, ask one question at a time, don't pressure users, don't promise results, and stay within the provided information.
Configure human handoff
Your agent should know when to stop and involve a person — custom pricing, complaints, sensitive messages, ready-to-buy leads, or low confidence. Good setups don't trap customers in automation.
Test the agent
Before going live, test with realistic messages from real conversations. Check that the agent answers clearly, asks useful questions, avoids unsupported claims, and hands off when needed.
Go live carefully
Start with a limited setup, watch the first conversations, and look for repeated questions the agent cannot answer, unclear replies, or missing business information. The agent should improve over time.
Common setup mistakes
Most problems come from unclear setup, not from the idea of automation itself.
Avoid these
- Giving the agent vague instructions
- Adding too little business information
- Making the agent sound too robotic
- Asking too many questions at once
- Trying to automate every conversation
- Not configuring human handoff
- Making promises you cannot keep
- Not testing with realistic messages
How Setloop helps
Respond faster, reduce repetitive manual work, and turn more conversations into clear next steps.
Connect your channel
Create an AI agent
Add business information
Define tone and behavior
Qualify leads
Hand off when needed
Your first AI agent does not need to do everything. Start with one clear purpose, add the information customers ask about most, define when to involve a human, and test before going live. A simple, well-configured agent beats a complex one with vague instructions.
Frequently asked questions
Do I need technical knowledge to create an AI agent?
No. The setup should be based on your business information, customer questions, and desired conversation flow.
Should I connect Instagram or WhatsApp first?
Start with the channel where you receive the most business-related messages. Many businesses start with Instagram for new leads and add WhatsApp for follow-up or returning customers.
Can I change the agent after it goes live?
Yes. You should update the agent as you learn from real conversations and discover missing information.
Should the AI agent handle every message?
No. It should handle repetitive and structured parts of the conversation. A human should take over when the conversation is complex, sensitive, or high value.