Create New Agent

Choose how you'd like to create your legal intake assistant

🛠️

Create from Scratch

Build a custom agent with your own configuration and settings

📋

Use a Template

Start with a pre-configured template for common legal scenarios

Back to Agents

Select a Template

Create Custom Agent

Creating agent from template:

Agent Name *

Voice

Agent Instructions *

Greeting Message

Custom Knowledge

Agent Logo/Avatar Supported formats: JPG, PNG, GIF (Max 10MB)

Knowledge Base Files

Upload PDFs, FAQs, E-BOOKS, Web Sites... most file types work!
[.pdf, .txt, .ppt, .html, .epub, .docx]

📁 + Add File of Knowledge

Agent Response Behaviour

Force the agent to reply using only content from the knowledge base instead of general knowledge

When checked, the agent will only provide answers from the uploaded knowledge base files.

Set time due after client finishes with agent (hours) Enter the number of hours for the CRM task due date after the client session ends (e.g., 24 for next day)

Data Collection Settings

Collect First Name

Collect Last Name

Collect Email

Collect Phone

Collect Address

Collect Budget

Mandatory Questions

Creating your agent...