Gnosari Documentation

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Getting Started ​

Create and deploy your first AI agent in under 5 minutes using the Gnosari Build Wizard. This guide walks you through the streamlined 4-step process for building an AI agent that collects data through conversation.

Prerequisites ​

  • Modern web browser: Chrome, Firefox, Safari, or Edge
  • Internet connection: Required for agent creation and deployment
  • Account (optional for testing): You can start building without an account and create one before deploying

The Build Wizard ​

Gnosari's Build Wizard is a conversational, AI-guided experience that helps you create an agent in 4 simple steps. The wizard is accessible at:

Wizard Overview ​

StepNameDescriptionSkippable
1PurposeSelect your agent's purpose from 12 pre-configured typesNo
2AccountLogin or create a free accountYes (auto-skipped if logged in)
3CustomizeChat with our Build Wizard AI to configure your agentNo
4SuccessGet your joina.chat link and deployment optionsNo

Step-by-Step Guide ​

Step 1: Choose Your Agent Purpose ​

The wizard presents 12 pre-configured agent purposes organized by category:

Personal Use ​

  • AI Clone: Your AI twin that represents you 24/7
  • Social Buddy: Social media engagement assistant
  • Study Buddy: Learning and study companion
  • Creator Assistant: Content creator helper

Business Use ​

  • Website Helper: Website Q&A and visitor assistance
  • Customer Support: 24/7 customer service agent
  • Sales Helper: Lead generation and sales assistance
  • Booking Assistant: Appointment and scheduling helper

Community Use ​

  • Community Manager: Community engagement and moderation

Specialized Use ​

  • Event Helper: Event information and registration
  • Recruiter Helper: Candidate screening and job info
  • Feedback Collector: Survey and feedback gathering

Action: Click on the purpose that best matches your use case. This selection determines the initial configuration and conversation flow for your agent.

Example: If you run a dental practice and want to automate appointment scheduling, select Booking Assistant.

Step 2: Create Your Account (or Login) ​

If you're already logged in, this step is automatically skipped. Otherwise, you'll be prompted to either:

Create a New Account:

  • Email address
  • Password
  • Name (optional)

Or Login if you already have an account.

Why create an account?

  • Manage multiple agents
  • Access analytics and session history
  • Update agent configuration anytime
  • Use advanced features (teams, knowledge sources, automations)

Note: You can test the wizard without an account, but you'll need one to deploy and publish your agent.

Step 3: Chat with Build Wizard AI ​

This is where the magic happens. Instead of filling out forms, you have a natural conversation with our Build Wizard AI assistant, which asks questions to understand your needs and automatically configures your agent.

What the Build Wizard Asks ​

The conversation adapts based on your chosen purpose, but typically includes:

  1. Business/Personal Context:

    • "What's your business about?"
    • "Who are your customers?"
    • "What problem are you solving?"

  2. Agent Goals:

    • "What should this agent help users with?"
    • "What questions should it answer?"
    • "What data do you want to collect?"

  3. Personality & Tone:

    • "What tone should the agent use?" (Professional, friendly, casual, etc.)
    • "Any specific personality traits?" (Helpful, concise, enthusiastic, etc.)

  4. Knowledge Sources (optional):

    • "Do you have a website with FAQs or documentation?"
    • "Any specific URLs the agent should learn from?"

  5. Data Collection (if applicable):

    • "What information do you need from users?" (Name, email, phone, etc.)
    • "What fields are required vs. optional?"

Example Conversation ​

Build Wizard: Hi! Let's build your Booking Assistant. First, tell me about
              your business. What services do you offer?

You: We're a dental practice offering cleanings, checkups, and cosmetic
     procedures.

Build Wizard: Great! What are your office hours, and how long are typical
              appointments?

You: Monday to Friday, 9 AM to 5 PM. Cleanings are 30 minutes, checkups
     are 45 minutes.

Build Wizard: Perfect. Should your agent collect patient information like
              name, phone, and preferred appointment time?

You: Yes, and also insurance provider if they have one.

Build Wizard: Got it! What tone should the agent use?

You: Friendly and professional.

Build Wizard: Excellent! I'm creating your agent now...

Tips for a Great Conversation ​

  • Be specific: Instead of "help customers," say "answer questions about pricing and schedule appointments"
  • Provide examples: "Common questions are: What's your cancellation policy? Do you accept insurance?"
  • Mention constraints: "Appointments only on weekdays" or "No bookings within 24 hours"
  • Share your website: If you have FAQs or product info online, provide the URL

What Happens Behind the Scenes ​

As you chat, the Build Wizard AI:

  1. Extracts key information from your responses
  2. Configures agent settings (name, description, instructions)
  3. Optionally adds knowledge sources (if you provided URLs)
  4. Sets up data collection fields (if applicable)
  5. Applies personality traits and tone preferences
  6. Creates the agent via the Gnosari API

Step 4: Success! Your Agent is Live ​

Once the Build Wizard creates your agent, you'll see the success screen with:

https://joina.chat/your-agent-handle

This is your public chat interface where anyone can talk to your agent. You can:

  • Share this link on social media
  • Add it to your email signature
  • Include it in your website footer
  • Send it to customers directly

Deployment Options ​

Option 1: Public Link

  • Share the joina.chat link anywhere
  • No technical setup required
  • Mobile-friendly, works on all devices

Option 2: Website Widget

  • Embed a chat widget on your website
  • Multiple display modes: Bubble (floating button), Sidebar, Drawer
  • Click "Get Embed Code" to see integration instructions
  • See Widget Embedding for details

Option 3: API Integration

  • Use the Gnosari API to integrate with your own applications
  • Requires API key (available in Settings → API Keys)
  • See API documentation for endpoints and authentication

Test Your Agent ​

Click "Test Now" to open the chat interface and have a conversation with your agent. Try:

  • Asking questions it should answer
  • Providing test data (if it's a data collection agent)
  • Checking the tone and personality
  • Verifying the conversation flow

Next Actions ​

From the success screen, you can:

  • View Sessions: See all conversations your agent has had
  • Edit Agent: Refine configuration, add more knowledge, adjust instructions
  • Create Another: Build a new agent with a different purpose
  • Go to Dashboard: Access all your agents and analytics

After Creation: Managing Your Agent ​

Access Your Agent ​

  1. Navigate to Agents in the main menu
  2. Find your agent in the list (you can search by name)
  3. Click on the agent card to:
    • View details
    • Edit configuration
    • See analytics
    • Access chat interface

Edit Agent Configuration ​

Click "Edit" on the agent card or details page to access the advanced configuration form:

  • Basic Information: Name, description, purpose
  • Instructions: Refine behavioral guidelines
  • Capabilities: Enable/disable advanced reasoning, image understanding, task delegation, memory
  • Knowledge: Add more sources, documents, or website URLs
  • Tools: Connect external tools and integrations
  • Traits: Add personality traits from your trait library
  • Publication: Configure visibility, handle, password protection

See Agent Configuration for full documentation.

View Sessions ​

Click "Sessions" to see all conversations your agent has had:

  • AI Insights: Automatic summary, sentiment, key topics, action items
  • Filters: Search by date, sentiment, conversation length
  • Chat Replay: View full conversation history

See Session Management for details.

Customize Chat Theme ​

Navigate to Chat Themes to create custom visual configurations:

  • Color Themes: 22 brand color palettes
  • Welcome Modal: Customize welcome message and branding
  • Starter Prompts: Pre-written conversation starters
  • Background Patterns: WhatsApp-style decorative patterns

Apply themes to agents by selecting them in the agent configuration form.

See Chat Themes for full customization options.

Common First-Time Use Cases ​

1. Customer Support FAQ Bot ​

Purpose: Customer Support Goal: Answer common questions about products/services Knowledge: Add your FAQ page or documentation URL Data Collection: Optional contact info for escalation

Build Wizard Tips:

  • Provide your website URL with FAQs
  • List common questions users ask
  • Specify when to escalate to human support

2. Lead Collection Agent ​

Purpose: Sales Helper Goal: Qualify leads and collect contact information Knowledge: Product/service details, pricing Data Collection: Name, email, phone, company, needs

Build Wizard Tips:

  • Define what makes a "qualified lead" for your business
  • Specify required vs. optional fields
  • Provide information the agent should share (pricing, features)

3. Event Registration Assistant ​

Purpose: Event Helper Goal: Provide event information and register attendees Knowledge: Event details, schedule, speakers, venue Data Collection: Name, email, ticket type, dietary restrictions

Build Wizard Tips:

  • Share event website or information page
  • Specify registration requirements
  • Mention capacity limits or registration deadlines

4. Appointment Scheduler ​

Purpose: Booking Assistant Goal: Schedule appointments and collect patient/client info Knowledge: Services offered, pricing, policies Data Collection: Name, phone, preferred date/time, service type

Build Wizard Tips:

  • Provide business hours and booking constraints
  • List available services and durations
  • Specify how far in advance bookings can be made

Troubleshooting ​

Agent Not Responding Correctly ​

Issue: Agent gives wrong answers or doesn't follow instructions.

Solutions:

  1. Edit Instructions: Go to agent configuration and refine the instructions
  2. Add Knowledge: If the agent lacks information, add relevant URLs or documents
  3. Test Different Prompts: Try asking questions in different ways

See Troubleshooting for more solutions.

Knowledge Not Working ​

Issue: Agent doesn't use information from added URLs.

Solutions:

  1. Verify URL: Make sure the website is publicly accessible
  2. Wait for Processing: Knowledge indexing can take a few minutes
  3. Check Sources: Navigate to Knowledge → Sources to verify the content was indexed

See Knowledge Sources for details.

Widget Not Displaying ​

Issue: Embedded widget doesn't show on website.

Solutions:

  1. Check Embed Code: Verify the script tag is placed before </body>
  2. Verify Agent Visibility: Agent must be set to "Public" or "Password Protected"
  3. Clear Cache: Clear browser cache or test in incognito mode

See Widget Embedding for integration guide.

Next Steps ​

Now that your agent is live, explore these features to enhance functionality:

  1. Teams: Create multi-agent teams for complex workflows
  2. Automations: Set up event-driven agent triggers
  3. Traits: Build a library of reusable personality traits
  4. Analytics: Track conversation metrics and data collection

Need Help? ​

  • Documentation: Browse the Features section for in-depth guides
  • Support: Contact support team via the dashboard
  • Community: Join our community forum for tips and best practices