Create a new project
From the Dashboard, go to Projects → New project. Name your project, keep the default settings, and select Start from scratch.This opens the global agent view, where you’ll configure your agent’s high-level behavior.
Set up your agent's persona
In the Global agent description, click generate and describe your agent’s actions, goals, and personality. Voiceflow will automatically create a detailed prompt in seconds.For example:
Add a knowledge base (optional)
To give your agent real information to reference, click the Knowledge Base icon in the left sidebar. You can add context by:
- Uploading documents — PDFs, text files, or CSVs (e.g., your FAQ, product catalog, or return policy).
- Pasting a URL — Your agent will index the content directly from the page.
- Adding text manually — Paste in key information directly.
Tips for refining your chat agent
- Start simple. Get a basic agent working first, then layer on complexity. You can add deterministic Workflow steps and agentic Playbooks to get the most out of your agent.
- Use your knowledge base. The more relevant content you upload, the more accurate your agent’s responses will be.
- Iterate on your prompt. Small tweaks to the system prompt can make a big difference in response quality.