previous icon Back to blog
Feb 27, 2025
4 minutes read

How to Create AI Agents in Five Easy Steps

AI agents are your virtual helpers. Digital employees designed to perform specific tasks within an Agentic AI framework. What type of tasks? Pretty much anything you can think of: Analyzing data, writing emails, automating cancel or renewal processes, creating tickets, and so on and on and on. But how do you create these AI agents? Let us show you how.

What Are AI Agents?

AI agents are your virtual helpers. Digital employees designed to perform specific tasks within an Agentic AI framework. Sounds difficult, but it's much easier than you think. Let's explain. Agentic AI refers to artificial intelligence that can autonomously perform tasks, make decisions, and learn from experiences without constant human intervention. Within an Agentic AI platform, one can create AI agents. These AI agents act as virtual team members, capable of handling complex tasks. What type of tasks? Pretty much anything you can think of: analyzing data, writing emails, automating cancel or renewal processes, creating tickets, and so on and on and on.

Creating these AI agents is much easier than you might think! Let us show you how!

How to Create AI Agents?

Building AI agents is designed to be intuitive, even for those without technical expertise. How? By just prompting or 'telling' it what to do, where to get information and how to act in normal language - like you would in a person-to-person conversation. Like hiring a new employee and explaining the tasks at hand in their new job!

Step 1: Name Your Agent

Every new job starts with a function title and description. Start by giving your AI agent a name, and tell it what you want it to do. Like this:

Agent Name: Product Recommender

You're our product recommendation agent. Your job is to provide customers with a smooth shopping experience by recommending items that align with their preferences.

Step 2: Describe the Role and Responsibilities

Now let's define how your new employee is going to do its task(s), by telling it what it should do in plain language, as if you were instructing it in person.

  • You will recommend products to customers when they ask for help during their shopping, or you will proactively offer help when customers are idle on a page for 5+ minutes.

  • Always ask the user what they're looking for before querying any tool.

  • Once you've given a recommendation, ask the customer if there is another recommendation they are interested in.

Step 3: Branding and Guidelines

Every new employee needs to learn the company branding and guidelines - the AI agent is no different.

  • Always speak to customers in a polite but informal tone, in line with the brand guidelines of our company.

  • You can be funny in your replies, rather than too serious, but don't engage in banter and stick to topics related to our company.

  • Use inclusive terms like 'us' and 'we' when talking about our company.

  • Use short(er) sentences.

Step 4: Knowledge and Tools

Your AI agent will not be omniscient and useful right from the start, it needs input and tools. After all, new (human) employees also need a laptop and access to certain information and software applications before they can successfully start their new jobs. Provide your agent with access to APIs, web browsers, or specific applications to help it do its tasks seamlessly.

  • You can recommend a product to customers by searching through the product catalogue based on their expressed interests with the [/Search Product] tool.

  • When customers enquire about Delivery timelines, makes sure to check what type of residence they live at, as it may differ based on the location of the home. Use the user input to query this tool [/Search Knowledge Base].

  • If the user asks about generic information like the weather, location data, calendar events, or similar topics you can use [/Search Web] tool to look for the answers.

These tools need to be added beforehand, either by building the tools yourself, of by using premade templates provided by your Agentic AI platform.

Step 5: Get to Work!

After configuring the AI agent, test its performance to ensure it meets your requirements. Once satisfied, your new employee can start its new job by automating tasks.

Want to Build Your Own AI Agent?

Does it all sound easy so far? Good! Then you might be wondering how to get started with Agentic AI and its agents. CM.com developed HALO, an advanced Agentic AI platform. Adopting HALO will make it easy for you to start creating your own digital helpers.

HALO promises unmatched productivity, conversational multi-channel engagement with it's AI agents, which are in turn easy to monitor, control and adjust. Learn more about HALO in the video below:

Want to try and create your own AI agent? Request a personalized demo and, you'll see how easy it is to create, manage, and optimize AI agents that fit your unique needs. Whether you're looking to streamline customer support, automate marketing campaigns, or improve operations, our demo will give you a clear vision of how HALO can make it happen.

Let's Get to Work!

Was this article interesting?
Share it!
Christel Brouwers
Copywriter at CM.com. Passionate about language and getting CM.com’s message out there. Shares content about CPaaS, Payments and more.

Latest Articles

blog-interview-halo-customer-service
Mar 20, 2025 • Chatbots

Chatting with the Near Future: AI's New Role in the Customer Experience

AI innovations in customer service are emerging more rapidly than ever before, especially with the latest addition of Agentic AI and it’s AI Agents. We spoke with Roel Jansen, our Head of Commerce of our Engagement Platform, on how these AI advancements are transforming customer interactions and enhancing the experience. With Roel's expertise and vision, discover the future of customer service and what it means for businesses today. Whether you're an AI enthusiast or just curious about the future, you won't want to miss these engaging insights!

featured image agents of chance blog 2025  AI
Mar 13, 2025 • CM.com

Agents of Change

A contemplation on CM.com in the era of AI Agents.

halo
Feb 06, 2025 • CM.com

Agentic AI Agents: Helping You Get Things Done

Looking for a smart and capable employee that never sleeps? A little helper that can take over all your menial and repetitive tasks to make your life a little easier? One that will continuously learn and improve itself to keep assisting you the best it can? This may sound like a dream (and an unrealistic one at that), but it's much closer to reality than you might realize! Discover Agentic AI!

hero-17-sms-customer-service-templates-to-use-today
Nov 11, 2024 • Conversational AI

Turning shoppers into loyal fans: how to retain customers post-Black Friday

Black Friday is a huge shopping event, drawing crowds of eager shoppers hunting for deals. But after the frenzy fades, the real challenge begins: turning one-time shoppers into loyal, repeat customers. Customer retention is vital for long-term success and post-Black Friday is the perfect time to build lasting relationships. So, how can your business retain customers post-Black Friday? In this blog, we’ll explore how to make it happen.

blackfriday-2024-blog-featured-global
Oct 14, 2024 • Conversational AI

The Art of Simplicity: Helping Your Customers Make Quick Decisions This Black Friday

Black Friday 2024 is just around the corner, bringing with it a great opportunity for retailers to maximize their sales. However, standing out in such a competitive event isn’t easy. Consumers expect attractive offers, fast deliveries, and top-notch customer support. In this article, we’ll show you how to simplify the purchasing process during Black Friday, optimizing everything from promotions to logistics and 24/7 customer service. Discover the best strategies to ensure a seamless experience and increase customer loyalty. Don’t fall behind this Black Friday!

unlock-communication-excellence-with-cpaas
Jun 06, 2024 • CM.com

Unlock Communication Excellence With CPaaS

Diving deeper into CM.com's CPaaS approach in empowering business users to unlock Communication Excellence - a guest article by Quadrant Knowledge Solutions, a global advisory and consulting firm focused on helping clients in achieving business transformation goals with Strategic Business and Growth advisory services.

engage-platform-effect-customer-service
Apr 22, 2024 • CM.com

Happy Clients, Happy Agents: the Platform Effect in Customer Service

As a member of the customer service team, you stand on the front lines of customer interaction every day. In a world where customers demand quick and personalized service, long wait times, impersonal responses, or worse, incorrect answers, can quickly drive a customer away. Your goal, however, is to connect customers with your organization and deliver the best answers and service possible. It’s incredibly satisfying to see a customer leave a conversation happier and eager to purchase your product. Your efforts can significantly enhance the customer experience, but you need the right tools to truly excel. Integrating these tools into a platform amplifies your capabilities and lets you experience the power of the platform effect.

personalization-ecommerce
Feb 26, 2024 • Personalization

Why a Decisioning Engine Helps You Maximize Your CDP

Thanks to marketing automation tools and Customer Data Platforms (CDPs), personalized marketing has accelerated rapidly in recent years. Marketers gain deeper insights into consumer behavior and can offer content that is both automated and personalized. However, meeting the expectations of demanding consumers can still be challenging, even with a CDP. An AI Decisioning Engine can be a game-changer in this regard. Today's consumers are demanding; they expect companies to know who they are, what they want, and when they want it. Research shows that 71% of consumers expect businesses to engage in personalized interactions, and 76% become frustrated when such interactions do not occur.

Is this region a better fit for you?
Go
close icon