Create your first AI agent

MagicBlocks is designed to help you create your own AI Agent that gives powerful sales experiences people will love, without coding, making it easier to automate conversations and engage customers.

It takes 2 minutes to create an AI Agent with MagicBlocks.

Quick Setup: On your MagicBlocks Dashboard, click Agents on the left side of your screen to open the "Create New" options, and use Quick Agent Setup for 1-click agent creation

Drop your website URL and Select your Agent type then click 'Create your AI Agent'.

Your AI Agent is now ready. ✨

Then, follow these steps to optimize your AI sales agent in MagicBlocks:

1. Add Knowledge

Knowledge makes your Agent smart about your business, so it can answer with confidence, accuracy, and your unique voice.

MagicBlocks Wizards automatically scan and import up to 50 pages from your website to kickstart your Agent’s brain. It’s a powerful head start.

But don’t stop there, expanding your Knowledge base is what truly unlocks smarter, more nuanced, and higher-converting conversations.

You can upload:

Product/service information
Q&A documents
Pricing PDFs
URLs (it can crawl content!)
Sales decks or support guides

👉 Knowledge: Feed Information to Your AI Agent

2. Add Your Key Facts

Key Facts are specific pieces of user data your AI Agent can capture during a conversation, like name, email, phone number, or lead intent.

They’re incredibly powerful for lead generation or qualification, helping you qualify users, trigger automations, and follow up effectively. But not every Agent needs them.

If your goal is to capture leads, Key Facts are essential.
If your Agent is designed to drive call-to-actions such as sign-ups, purchases, or event registrations, you might skip them entirely and guide users straight to action.

✅ Common Key Facts for lead gen:

First Name & Email Address
Service of Interest
Budget or Timeline
Company Size or Location

👉 Key Facts: Information to Gather

3. Review & Tweak Your Blocks

Blocks are the building blocks of your AI Agent. They power the conversation logic and define how your Agent behaves in real time.

Each Block is fully customizable, and this is where you align your AI Agent with your unique customer journey and sales strategy.

We’ve set you up with our proven HAPPA framework, a tested structure designed to capture attention, qualify leads, and convert conversations into outcomes.

But every business is unique, and that’s where you come in.

👉 Blocks 101: How MagicBlocks Powers Smart Conversations

4. Set & Tweak Your Actions

Directors are the motor behind your AI Agent’s behavior. They decide when your Agent should trigger specific actions, what it should do, and how to progress the conversation to achieve your business goals.

Think of Directors as the invisible hand guiding every interaction toward success.

Here’s how to get them working for you:

Conditions: Define when something should happen. For example, when a user mentions "book a call" or fills all Key Facts.

Actions: Decide what should happen next. This could be sending an appointment link, escalating to a human, or pushing data to your CRM.

Goals: Set your Agent’s success markers, like when a lead is fully qualified or an appointment is booked.

Directors ensure your Agent is not just chatting, but converting. Take time to tailor them for your unique funnel.

👉 Setting Smart Automation with Actions

5. Test the Full Agent Experience

Before going live, simulate a full user journey. Pretend you’re a customer visiting for the first time.

✅ Is the greeting engaging?
✅ Does it collect all your key data smoothly?
✅ Does it handle follow-up questions?
✅ Is the tone aligned with your brand?
✅ Does it escalate or close properly?

Test:

Different user intents
Objections
Random small talk

💬 Remember, first impression matters.

👉 Troubleshooting and Refining Your Al Agent Using the Robot Head Icon

6. Connect to Your CRM or Setup your Lead Handover

Now that your Agent is capturing data, make sure it’s going somewhere useful.

With MagicBlocks, you can:

Auto-send leads to CRMs like HubSpot or GoHighLevel
Push leads to tools like Zapier via webhook
Send email alerts when high-quality leads come in
Set your Handover triggers (like “Lead Captured”) and map the data fields to your destination system.

👉 Seamless Lead Handover: Automate Your Sales Workflow
👉 Lead Handover: How to Integrate with HighLevel CRM
👉 Lead Handover: How to Integrate with HubSpot CRM

7. Edit Your Chat Appearance

Make sure your AI Agent looks as good as it sounds.

The Chat Appearance settings control how your Agent appears to users, from the chat bubble design to the fonts, colors, and welcome message. This is your chance to align the visual experience with your brand’s personality.

🎨 Match it to your:

Website color scheme
Brand tone
Specific campaign

👉 Chat Appearance: Personalise Your Al Agent

8. Embed It on Your Website

It’s time to put your Agent where your traffic lives.

Embedding your Agent allows website visitors to interact with it in real time, whether they’re browsing your homepage, reading about your services, or deciding whether to book a call. This is where engagement turns into conversion.

You can embed your Agent in two primary ways:

Floating Widget: A chat bubble that appears on the bottom right of the screen, great for general site-wide lead capture.

Sidebar Takeover: A full chat window that opens from the side, ideal for product pages, landing pages, or high-intent CTAs.

👉 Go Live: Embedding Your Al Agent to a Website
👉 Go Live: Embed Your Al Agent on Your Wix Website
👉 Go Live: Embed Your Al Agent on Your WordPress Website
👉 Go Live: Embed Your Al Agent on Squarespace
👉 Go Live: Embed Your Al Agent on Shopify
👉 Go Live: Embed Your Al Agent on Webflow
👉 Go Live: Embed Your Al Agent with Google Tag Manager

🚀 After You Go Live

Share Your Public Demo Page

Your Agent also has a direct, shareable live link, great for:

Team feedback before launch
Soft launches with friendly testers
Clients or stakeholders who want to preview the experience
This is also a perfect tool for LinkedIn posts or cold outreach.

👉 Share Your Public Demo Page

1. First, click "Share" on the top right.

2. Click here to test your agent and you will have a shareable live link.Monitor Conversations & Optimize

Once live, start checking in regularly, especially during the first week.

Use the Sessions dashboard to:

Watch actual conversations
See what questions users ask
Observe key facts from new leads
Tune knowledge or flow to improve performance

💡 Optimization = higher conversion rates and a smarter Agent over time.

👉 Managing Sessions in MagicBlocks