Create your first AI employee

Video guide

Learn how to create and configure your first AI employee in Bird. In this guide, you'll learn how to:

• Access the AI hub and connect your preferred language model (LLM)
• Create a new AI employee and set up basic configurations
• Configure personality traits and behavioral settings
• Connect knowledge bases for enhanced responses
• Set up both pre-built and custom actions
• Fine-tune advanced settings for optimal performance

Step-by-step guide

Create your first AI employee

1. Open the AI hub from the left-hand menu.
2. Go to the AI Employees section.
3. Click New AI employee to start the setup flow.
4. Choose a LLM connector to power your AI employee (e.g., select OpenAI).
5. Click Create agent to proceed.
6. Personalize your AI employee:
    • Edit the name and avatar.
    • In the Profile tab, adjust the display name, biography, avatar, and select a contact to base its personality on.
7. Customize the AI's personality:
    • Set the tone to Neutral for balanced interactions.
    • Adjust the tone slider to fine-tune its voice.
8. Set guidelines to control AI behavior:
    • Add guardrails to define boundaries.
9. Configure abandonment settings to manage customer handovers.
10. Connect a knowledge base to boost your AI’s capabilities.
11. Choose specific actions for your AI employee in the Actions menu.
12. When ready, click Publish draft to launch your AI employee.