--- title: "Overview" url: "https://help.magicblocks.ai/en/article/creating-your-ai-agents" language: "en" last_updated: "2026-03-18T06:08:22.514Z" --- # Overview [MagicBlocks](https://magicblocks.ai/hc) 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 Agent Setup: On your MagicBlocks Dashboard, click **Agents** on the left side of your screen to open the "Create New" options,![2](https://export.supademo.com/renders/q91x9knlqg/out.png) and use **Quick Agent Setup** for 1-click agent creation.![3](https://export.supademo.com/renders/8hu3qi9r6y/out.png) **Drop your website URL** and **Select your Agent type** then click 'Create your AI Agent'.![4](https://export.supademo.com/renders/ekmz3lez2u/out.png)![6](https://export.supademo.com/renders/wao2yy0yjq/out.png)![7](https://export.supademo.com/renders/gwxtkr57wr/out.png) **Your AI Agent is now ready.** ✨![7](https://export.supademo.com/renders/eugd8v1saq/out.png)![8](https://export.supademo.com/renders/yg2isgmq65/out.png) 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](https://magicblocks.ai/hc) **Quick Agent Setup** 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 **→** [General Knowledge](https://help.magicblocks.ai/en/article/knowledge-feed-information-to-your-ai-agents) ### 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 contact intent. They’re incredibly powerful for **contact 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 contacts**, 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 contact gen: - First Name & Email Address - Service of Interest - Budget or Timeline - Company Size or Location **→** [Key Facts](https://help.magicblocks.ai/en/article/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 contacts, and convert conversations into outcomes. But every business is unique, and that’s where you come in. → [Journey](https://help.magicblocks.ai/en/article/get-started-with-magicblocks-) ### 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 contact 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. **→** [Actions](https://help.magicblocks.ai/en/article/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.** **→** Troubleshoot your AI agent using [Robot Head Icon](https://help.magicblocks.ai/en/article/troubleshooting-and-refining-your-ai-agent-using-the-robot-head-icon) ### 6\. Connect to Your **CRM or Setup Your C**ontact **Transfer** Now that your Agent is capturing data, make sure it’s going somewhere useful. With [MagicBlocks](https://magicblocks.ai/hc), you can: - Auto-send contacts to CRMs like HubSpot or GoHighLevel - Push contacts to tools like Zapier via webhook - Send email alerts when high-quality contacts come in - Set your Handover triggers (like “Contact Captured”) and map the data fields to your destination system. **→** [Contact Transfer](https://help.magicblocks.ai/en/article/lead-transfer)    **→** [CRMs](https://help.magicblocks.ai/en/article/introduction-to-sending-leads-to-other-systems) ### 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 **→** [Customize Chat Appearance](https://help.magicblocks.ai/en/article/chat-appearance-personalise-your-ai-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 contact capture. **Sidebar Takeover:** A full chat window that opens from the side, ideal for product pages, landing pages, or high-intent CTAs. **→** [Embedding](https://help.magicblocks.ai/en/article/embedding-your-ai-agent-to-a-website) **→** [Embed Your Al Agent on Your Wix Website](https://help.magicblocks.ai/en/article/embed-your-ai-agent-on-your-wix-website)     **→** [Embed Your Al Agent on Your WordPress Website](https://help.magicblocks.ai/en/article/embed-your-ai-agent-on-your-wordpress-website)     **→** [Embed Your Al Agent on Squarespace](https://help.magicblocks.ai/en/article/embed-your-ai-agent-on-squarespace)     **→** [Embed Your Al Agent on Shopify](https://help.magicblocks.ai/en/article/embed-your-ai-agent-on-shopify)     **→** [Embed Your Al Agent on Webflow](https://help.magicblocks.ai/en/article/embed-your-ai-agent-on-webflow)     **→** [Embed Your Al Agent with Google Tag Manager](https://help.magicblocks.ai/en/article/embed-your-ai-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.![9](https://export.supademo.com/renders/i0yog8zq7f/out.png) 2. Click here to test your agent and you will have a shareable live link.![10](https://export.supademo.com/renders/basznelwhp/out.png)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 contacts - Tune knowledge or flow to improve performance Optimization = higher conversion rates and a smarter Agent over time. **→** [Manage Sessions](https://help.magicblocks.ai/en/article/sessions-overview) ## FAQs **Q: How do I create my AI Agent in** [**MagicBlocks**](https://magicblocks.ai/hc)**?**  A: Go to **Dashboard → Agents → Quick Agent Setup**, drop your website URL, choose your Agent type, and click **Create your AI Agent**. **Q: How long does it take to create an Agent?**  A: It takes about **2 minutes** to set up your AI Agent using Quick Setup. **Q: What should I do after creating my Agent?**  A: Start by adding **Knowledge** and **Key Facts**, then review your **Journey Blocks**, set **Actions**, and test your Agent before going live. **Q: What is Knowledge and why is it important?**  A: Knowledge is the information your AI uses to answer accurately — like product info, FAQs, or pricing. The more relevant data you add, the smarter your Agent becomes. **Q: How can I test my AI Agent before publishing?**  A: Click **Try My Agent** to simulate conversations, test user intents, and ensure tone and responses match your brand. **Q: How do I connect my AI Agent to my CRM?**  A: In **Contact Transfer**, connect your CRM (like HubSpot or GoHighLevel) or use **Zapier** webhooks to push contacts automatically. **Q: How can I customize my Agent’s appearance?**  A: Go to **Chat Appearance** to adjust colors, fonts, and chat design so your Agent matches your website branding. **Q: How do I embed my Agent on my website?**  A: You can embed it as a **Floating Widget** or **Sidebar Chat**, or install it on **Wix, WordPress, Shopify, Squarespace, Webflow**, or with **Google Tag Manager**. **Q: My Agent isn’t responding correctly — what should I check?**  A: Verify that your **Knowledge** and **Actions** are connected properly. Recheck your **Journey Blocks** and test again in **Try My Agent**. **Q: My Agent isn’t showing up on my website.**  A: Make sure your embed code is installed in the correct section of your site (before the closing `` tag) and that your Agent is published and active.