Home / Docs / Setting up an agent — the form step by step
Setting up an AnroAgents agent — the form step by step
What each step of the AnroAgents agent form does and what to put in it.
The AnroAgents agent form has eight steps: Basics, Services, Contacts, Communication, Advanced, Integrations, Knowledge Base, and Review & Submit. You can move between them freely and save at any point; nothing is lost by leaving a later step empty.
Basics — who the business is
The quickest start in the AnroAgents agent form is "Import from Website" at the top of Basics: enter your site's address and the platform reads the page and fills in the business name, description, services with prices, contacts, business hours, a greeting and a few FAQ entries. Check what it filled in — it is a draft, not the final word. On a new agent the form also offers to read the whole website into the agent's Knowledge Base, which is on by default and runs in the background after you save.
The Basics step of the AnroAgents agent form asks for the Business Name and the Business Description. The description is the single most important field in the whole form: it is what the agent uses to decide whether a question is about your business at all. Write what you sell, who you sell to, and what makes you different, in a few honest paragraphs rather than marketing copy.
Instead of typing the description into AnroAgents you can upload a file — PDF, DOCX or TXT — and the platform extracts the text from it. This is the fastest route if you already have a company profile document. Only the first 120,000 characters are read; a document longer than that, such as a full catalogue, belongs in the agent's Knowledge Base instead. Removing the file with the × next to its name and saving detaches it from the agent.
Services — what you sell
The Services step of the AnroAgents agent form is a list of the products or services you offer, each with a Service Name, a Price and a Description. The agent quotes these directly, so write the price exactly as you want a customer to hear it, including any "from" or "per month" wording.
The Service Description in AnroAgents should contain everything the agent needs to know about that item — what is included, what is not, how long it takes, common conditions. It is not a shop-window sentence; it is the briefing you would give a new salesperson.
If your catalogue is too large for a list — dozens or hundreds of items — do not put it here. Upload it as a file into the agent's Knowledge Base instead, where it is indexed and searched per question.
Contacts — how to reach the business
The Contacts step of the AnroAgents agent form holds the Website, Email, Phone, Address and Social Links of the business. The agent gives these out when a visitor asks how to reach a human, and uses the address when someone asks where you are.
Communication — how the agent speaks
The Communication step of the AnroAgents agent form sets the Default Greeting, the Default Language, the Business Hours, the Communication Tone and the FAQ.
The Default Greeting in AnroAgents is the first thing a visitor sees. It can be written in several languages at once, and each visitor is shown the version matching their browser language; a button next to the field auto-translates what you have written into the other languages.
The Communication Tone in AnroAgents is one of Formal, Friendly or Neutral, and it changes how the agent phrases everything.
The FAQ in AnroAgents is a list of question-and-answer pairs. Use it for the answers you want word-for-word — refund policy, delivery times, guarantees — because the agent will reproduce them closely rather than paraphrasing.
Advanced — the boundaries
The Advanced step of the AnroAgents agent form holds the Business Logo, the Escalation Rules, the Restrictions and the optional Custom System Prompt.
Escalation Rules in AnroAgents tell the agent when to stop handling something itself, for example: if a customer asks about refunds over €500, direct them to support@example.com.
Restrictions in AnroAgents are the hard "never do this" list: do not discuss competitors, do not promise delivery dates, do not give medical advice. The agent treats these as absolute.
Integrations, Knowledge Base and Review
The Integrations step of the AnroAgents agent form is where Google Calendar, HubSpot, webhooks, live handoff, the pre-chat form, proactive triggers, lead qualification and email follow-up are switched on. Each has its own document.
Reply model — standard or advanced
The Reply model setting of an AnroAgents agent chooses the model that writes the agent's replies to visitors, and sits in the Integrations step of the agent form. Standard is fast and economical, and each reply counts as one message of the monthly allowance. Advanced writes better sales conversations — it keeps to the stages of a sale, asks one question at a time and makes concrete offers — and each reply counts as 15 messages.
The advanced model of AnroAgents is available on the Starter, Pro and Business plans, not on Free. The account owner and the managers of the workspace can switch it on or off for each agent at any time; a new agent starts on the standard model. Under the two options the form estimates what the choice means from the agent's own replies over the last 30 days, for example 300 replies are 300 messages on the standard model and 4,500 on the advanced one.
Only the reply a visitor reads is written on the advanced model in AnroAgents. The checks and summaries around it — the answer check, conversation summaries, translations, lead scoring and the knowledge-base search query — always run on the standard model and are not counted as messages at all. The test chat in the dashboard uses the model you chose and, like all test chat, costs nothing.
If an AnroAgents account moves to the Free plan — a subscription that ends or lapses, a trial that runs out, or a downgrade the owner chose — every agent on the advanced model goes back to the standard model, and the owner is told by email and in the dashboard which agents changed. Choosing a paid plan again makes the option available again in the agent settings.
The Knowledge Base step of the AnroAgents agent form is where you upload the documents the agent should be able to search — price lists, catalogues, brochures, policies.
The Review & Submit step of the AnroAgents agent form summarises everything and tells you whether the agent is ready. Saving keeps the agent as a draft; activating is what puts it to work on your website. Listing it in the agent registry, where other AI agents can find it, is a separate optional step.