previous icon Back to blog
Apr 10, 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!
Tags
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-conversational-christmas-engagement
Dec 04, 2025 • Messaging

Convert Conversations This Christmas: 5 Use Cases

The holiday season is almost here, and it comes with the perfect opportunity to connect with customers in a personal and meaningful way. Messaging channels like WhatsApp, RCS, and SMS can help you create an unforgettable customer experience this Christmas. In this blog, you’ll discover how these channels can boost satisfaction and drive sales during the busiest time of the year.

3 types of AI
Oct 27, 2025 • AI

Unleashing the Power of AI: How Generative, Agentic, and Predictive AI Are Transforming Customer Experience

Artificial Intelligence (AI) has been in development for decades, but the way we use it today has changed dramatically. With the advent of ChatGPT and other applications, AI has suddenly become tangible for the general public. While it was previously used primarily for specific, often invisible applications (think fraud detection in banking or predictive maintenance in industry), it now actively assists in content creation, enhancing customer experiences, and streamlining processes. Within customer experience, three forms of AI are particularly relevant: generative, agentic, and predictive AI. In this article, we’ll break them down and explain how to leverage them effectively.

halo-insurance
Oct 25, 2025 • AI

From Claims to Customer Questions: How AI Agents Help Insurers

The insurance industry is known for its complex processes and heavy administrative load. Fragmented communication, outdated systems, and complicated policy conditions mean that finding the right information or processing changes often takes far longer than it should. AI agents can change that. They answer questions, pull real-time data from internal systems, and seamlessly trigger processes.

blog-black-friday-customer-retention
Oct 23, 2025 • AI

From Casual Consumers to Loyal Fans: How to retain customers after 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.

Implementation checklist for AI agents
Oct 02, 2025 • AI

Your AI Agent Implementation Checklist

AI agents aren’t just shaping the future they’re transforming how companies serve and connect with their customers right now. From answering service requests instantly, to guiding shoppers through a purchase, to spotting upsell opportunities in real time, the question is no longer if you should implement AI, but how quickly you can put it to work.

blog-picking-ai-platform
Sep 29, 2025 • HALO

From Selection to Success: How to Choose the Right AI Platform

An AI platform isn’t just another tool you purchase. It’s the foundation on which your organization operates and innovates. The choices you make today will shape how you work in the future. While you may start with just a few agents supporting specific use cases, over time more processes will be taken over by agents. That’s why it’s critical to ensure the foundation you lay now is cohesive, scalable, and backed by solid governance and compliance.

blog-halo-ecommerce
Sep 27, 2025 • AI

AI Agents: The Accelerators of Conversational Commerce

The way consumers search for and process information online is rapidly changing thanks to AI. Where we used to type in search terms, scroll through dozens of results, and manually filter them, we are now getting used to having conversations. With ChatGPT, Google’s AI features, and other assistants, answers come faster and are more relevant. That same way of interacting is now taking over e-commerce at high speed. For retailers, this is the moment to step in: the webshop as we know it—where customers have to actively search themselves—is giving way to personal conversations that directly lead to action.

blog-chatbot-vs-virtual-agent-2
Aug 27, 2025 • AI

From Chatbots to Virtual Agents: The Natural Evolution of Customer Interaction

Chatbots have been a valuable tool in the automation journey, helping businesses handle simple tasks and provide instant responses to customers. However, as customer expectations evolve and business operations grow more complex, chatbots are no longer enough. The future lies in virtual agents: intelligent, autonomous systems that go beyond the limitations of chatbots to deliver seamless, personalized, and efficient interactions. This isn’t about choosing between two tools; it’s about embracing the natural evolution of automation. In this blog, we’ll explore how virtual agents differ from chatbots, why they represent the next step forward, and what they can deliver for your business.

blog-ai-agent-creation
Aug 05, 2025 • AI

The Agentic AI Playbook: Unlock Ideas for Your New Digital Colleagues

In a world where AI agents are becoming the norm, the real challenge isn’t understanding what they can do but imagining how they can work for you. AI Agents are more than just automation tools; they’re customizable digital colleagues, ready to take on roles tailored to your unique business needs. The possibilities are endless, but it’s not always easy to know where to start. It's time to spark your creativity. From streamlining niche processes to handling tasks you didn’t even realize could be automated, AI Agents can integrate seamlessly into your team. Here are some fresh ideas to inspire your next digital colleague.

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