FAQs

Q: How do I create my first AI Agent?
A: Go to Agents → Create New Agent and use the Quick Agent Setup. Drop your website URL, choose an Agent type, and click Create. You’ll have a working AI Agent in under 2 minutes.

Q: Can I change my Agent’s persona later?
A: Yes. Go to General → Persona to adjust voice, tone, and brand style anytime. Changes are live after you click Publish.

Q: My Agent isn’t responding properly — what’s wrong?
A: Usually, this happens when Knowledge or Journeys aren’t published. Check:

Knowledge base status → ensure it’s connected.

Journey blocks → confirm “Jobs to Do” exist.

Guardrails → verify no restrictive rules block responses.

Knowledge & Brain

Q: How do I add knowledge from my website?
A: Navigate to Brain → Add Knowledge → Website. Paste your URL or sitemap, enable Q&A Detection, and let MagicBlocks auto-generate your knowledge base.

Q: Can I upload multiple PDFs or files at once?
A: Yes. Use the Bulk Upload option in your Knowledge Collection. The system accepts .pdf, .txt, .docx, .csv, and .xlsx files (max 10MB per file).

Q: Why is my Agent giving generic answers?
A: Check that your Priority Knowledge and Sales Playbook are both applied. These control the depth and persuasion quality of your responses.

Journey & Actions

Q: What’s a Journey block?
A: Each Journey represents one stage of your AI’s conversation (e.g., Hook, Pitch, Handover). You can add multiple blocks to control flow and tone.

Q: How do I make my Agent collect Key Facts automatically?
A: Enable Global Listening in Best Practices → Global Listening of Key Facts. This lets your Agent capture data (like name, email) naturally throughout the chat.

Q: My Actions aren’t triggering (like sending webhooks or emails). Why?
A: Go to Journey → Actions and ensure:

Conditions are properly set (e.g., “All Key Facts found”).
The Action is active (toggle ON).
The webhook or integration credentials are valid.

Testing & Optimization

Q: How do I test my AI Agent before going live?
A: Click Test Agent (top-right in your workspace).
Chat with your AI as if you were a visitor — this helps reveal knowledge gaps, tone issues, or missed CTAs.

Q: What is the “robot head icon” for?
A: It’s your built-in troubleshooting assistant. Use it to:

Review conversation logic
See which Journey block was triggered
Identify missing Key Facts or rule conflicts

Q: My Agent sounds robotic — how do I fix that?
A: Refine your Persona tone, add emotional drivers to your Sales Playbook, and use human-like transitions (e.g. “Got it!” or “That’s a great question.”).

Technical & Integration

Q: Can I connect my Agent to a CRM like HubSpot or GoHighLevel?
A: Yes. Go to Lead Transfer or Actions → Integrations. You can connect via direct CRM APIs or Zapier webhooks.

Q: What channels can my Agent run on?
A: MagicBlocks Agents currently support:

Web chat widgets

SMS via Twilio

Upcoming: WhatsApp, Meta Messenger, and Email channels.

Q: How do I embed my Agent on my website?
A: Go to Go Live → Embed Agent and choose:

Floating Widget (bottom-right bubble)

Sidebar Takeover (full chat window)
You can also install via Google Tag Manager.

Best Practices