AI Agent 2.0 easy setup flow

Business problem

First-time users often face friction and complexity when manually configuring an AI Agent, leading to a slow onboarding process and uncertainty about how to define the agent's foundational settings from scratch.

Wished result

An easy setup flow for AI Agent 2.0 that guides users through key configurations—including knowledge sources, company context, job description, and tone of voice—in just a few clicks. The flow should utilize website URLs to automatically generate company descriptions and tone of voice options, while remaining flexible enough for users to skip steps, save progress automatically, and refine settings later.