Modular Wizard Generation

Location: Agents → Create New → Quick Agent Setup

Overview

Quick Agent Setup is a modular wizard that helps you generate AI sales components automatically using your website.

Instead of manually building everything from scratch, you can simply paste a website URL and MagicBlocks will analyze the site and generate:

• An AI Agent
• A Knowledge Base Collection
• A Sales Playbook

Each component can be generated independently, so you’re not forced into a full setup flow.

This modular approach supports the MagicBlocks philosophy of empowering builders to quickly create, test, and deploy AI agents without coding.

When to Use

Use Quick Agent Setup when you want to:

• Launch an AI agent in under 2 minutes
• Automatically generate knowledge from your website
• Create a sales playbook based on your messaging
• Build individual components (Agent, Knowledge, or Playbook) without rebuilding everything
• Rapidly prototype agents for clients or campaigns

It is especially useful for agencies, marketers, and AI builders who need to deploy multiple agents quickly.

How It Works

Step 1 — Open Quick Agent Setup

1. Go to Agents in the left sidebar.
2. Click Create New.
3. Select Quick Agent Setup.

A setup wizard will appear.

Step 2 — Select What to Generate

You can independently enable or disable the following components.

Create Agent

Generates a ready-to-use AI Agent inside the Agents workspace.

The agent includes:

• basic conversation structure
• default journey blocks
• starter prompts

Create Knowledge Base Collection

Automatically builds a Knowledge Collection from the website content.

This collection powers the AI Agent’s ability to:

• answer questions
• explain products
• provide accurate information

Create Sales Playbook

Generates a Sales Playbook based on messaging detected on the website.

This teaches the AI how to:

• communicate value
• handle objections
• guide visitors toward a call-to-action

Step 5 — Create Your AI Agent

Click:

Create your AI Agent button

MagicBlocks will generate the selected components automatically.

Within a few moments, your agent will appear in the Agents dashboard.

What the Wizard Generates

Depending on your selections, the wizard may create:

This modular system allows builders to generate only the pieces they need, instead of repeating the entire setup process.

Example Use Cases

Generate Only Knowledge

If you already have an agent, you can disable Create Agent and generate just a Knowledge Base Collection.

Create a Sales Playbook Only

If your messaging changes, you can generate a new Sales Playbook without touching the agent itself.

Build Everything Automatically

Turn on all options to generate a fully functional AI sales agent from your website in minutes.

Best Practices

Use a content-rich website

Pages with clear information about services, FAQs, and pricing produce better AI knowledge.

Review generated content

After creation, always review:

• Knowledge Collection
• Sales Playbook messaging
• Journey prompts

Adjust them to match your brand voice.

Start simple

Launch the agent quickly, then refine:

• knowledge
• journeys
• actions
• contact capture logic

Optimization is easier once real conversations begin.

FAQs

Can I generate only a Knowledge Base without creating an agent?

Yes. Disable Create Agent and enable Create Knowledge Base Collection.

Does the wizard scrape my entire website?

The wizard analyzes your website to extract useful content and convert it into structured knowledge and messaging.

Can I edit the generated components later?

Yes. Every generated component can be edited:

• AI Agent → Agents section
• Knowledge → Knowledge Collections
• Sales Playbook → Knowledge → Sales Playbooks

What if my website changes later?

You can regenerate or update your Knowledge Collection anytime by adding new URLs or refreshing existing sources.

Do I still need to test my agent after creation?

Yes. Even with automated setup, you should always test the agent before going live to ensure the responses match your business messaging.