Getting Started

welcome to the pusaka ai platform ! this guide will help you navigate through the essential features and configurations to set up and manage your ai agent effectively overview of the navigation menu the platform is organized into five main sections 1\ home provides a dashboard view to monitor agent performance conversation statistics – view total conversations and message volume over different time periods function tool usage – track how frequently each function or api action is being triggered time filters – toggle views for 24 hours, 72 hours, 30 days, or 12 months use this section to gain insights into agent activity, detect usage trends, and inform future improvements 2\ persona this section defines the core identity and behavior of your ai agent profile – manage your agent's name, unique code, and availability settings behavior – configure the personality, interaction style, and mission of your ai assistant introduction – set up the welcome message and example queries to help users get started agent dialog settings – adjust how the ai assistant retains conversation history and response settings appearance reflect your agent identity in the appearance section 3\ knowledge this section manages the knowledge base used by the ai agent reference – enable and configure how the ai references external knowledge contents – store structured information that the ai can retrieve chunks – divide large content into smaller, manageable sections for efficient retrieval authors – manage authors associated with the knowledge base permissions – define access controls for different content pieces 4\ connectivity this section enables integrations and interactions with external systems actions – configure api calls or functions the ai can execute consumer – manage ai to ai communication and authentication keys channels – set up messaging channels such as whatsapp for user interaction notification – enable external systems to send notifications via the ai assistant 5\ access control this section allows you to manage user access and roles user agents – assign roles such as owner or contributor to users who manage the ai agent invitations – invite and manage new collaborators or administrators for the ai agent 6\ advanced this section contains advanced customization for widget widget – embed and customize the ai assistant widget for seamless web integration getting started step 1 set up your ai agent go to profile and give your ai agent a name assign an agent code for identification step 2 define the ai’s personality under behavior , specify the ai's mission and preferred interaction style step 3 add knowledge and references upload documents and structured content in contents enable reference if the ai should cite external sources step 4 connect to users set up a messaging channel in channel (e g , whatsapp) configure notifications to allow external systems to send automated messages step 5 manage user access add contributors under user agents and define their roles send invitations to new team members in invitations step 6 customize advanced settings choose the ai model under ai model embed the ai assistant into a web application using the widget section next steps explore actions to integrate apis fine tune dialog settings for better conversational flow regularly update contents to keep the ai’s knowledge up to date for detailed configurations, refer to the respective documentation sections 🚀 start building your ai agent today with pusaka ai!