Create an Agent

Pick the agent type that matches how your customers reach you, then follow its walkthrough. Wittify ships three types: Text (chat only), Voice (calls only), and Hybrid (both). The wizard layout is identical, only the steps differ.

You’ll reach this picker from three places: the Create Agent dropdown in the dashboard topbar, the + button on the dashboard mobile topbar, and the Create an Agent entry inside the agent switcher in any Manage Agent sidebar.

Choose your agent type

A 3-card picker dialog opens with one card per agent variant.

Text Agent

6 steps. Chat-only. Web widget, WhatsApp, Messenger, Instagram, X, Telegram.

Voice Agent

6 steps. Voice-only calls (inbound or outbound) via Twilio, Telnyx, SIP Trunk, or WhatsApp Calls.

Hybrid Agent

7 steps. One agent that handles both chat and voice across every channel.

Each card has a brief description (what channels it covers) and a colored gradient icon. Click a card to start the wizard for that variant.

The variant you pick is locked at creation, you can’t switch a Text agent to Voice later. If you change your mind, delete the agent and start a new one with the right variant.

What’s the same across all three

Every wizard variant follows the same shell:

Sidebar (desktop)

Region	Content
Logo + collapse toggle	Top of sidebar, identical to dashboard sidebar. Collapses to 60px to save space.
Agent name card	Shows the agent’s current name. Updates only after a successful save (so a draft name doesn’t show until persisted).
Step list	Each step has a number, an icon, a title, and a status indicator (green check for saved steps, primary fill for the active step).
Plan card	Same plan card as the dashboard, with usage meters.
Platform nav + Help	Same as dashboard.

Topbar

Element	Behavior
Breadcrumbs	Dashboard / Create Agent / {Variant} / {Step name}
See Tutorial button	Replays the guided tour.
Theme toggle	Light / dark / system.
Language switcher	EN / AR.
Profile dropdown	Same as dashboard.

Bottom nav (always visible)

Position	Element
Start edge	Cancel (before first save) or Exit (after first save, with unsaved-changes guard)
Center	Back + step dots + Save Draft
End edge	Next step name → (auto-saves before moving forward)

Mobile

The sidebar swaps for a hamburger menu drawer. The topbar shrinks. An Agent Preview button appears next to the step title, opening a full-screen overlay with the live widget.

Save flow

The wizard auto-saves every step you advance past. Specifically:

• Step 0, no agent ID yet , clicking Next creates the agent server-side, returns an ID, and unlocks every other step.
• Any step with an agent ID , clicking Next or Save Draft writes only that step’s fields.

After the first save, the URL appends ?agentId=<uuid>. Refreshing the page picks up exactly where you left off, the wizard restores the saved config, the active step, and the green checkmarks on completed steps.

Step locking

Step 0 is always accessible. After your first save, every subsequent step unlocks too. You can jump around freely, fixing earlier steps after seeing later ones. The step you’re on is highlighted, completed steps have a green check.

Which one’s right for me?

Pick Text

You want a website chat widget, a WhatsApp bot, or to deploy on social channels (Messenger / Instagram / X / Telegram). No phone calls. Easiest to set up.

Pick Voice

You want inbound or outbound phone calls (sales follow-ups, support, surveys, lead qualification). No chat. Requires telephony provider setup.

Pick Hybrid

You want both. Same agent answers chats AND calls. Same knowledge base, same prompts, same brand. Most flexibility.

Still not sure?

Start with Text. It’s the fastest to wire and you can clone its config to a fresh Hybrid agent later when you’re ready to add voice.

Cancel vs Exit

State	Bottom-left button	What it does
Before first save	Cancel (red)	Closes the wizard. No data was saved, nothing to discard.
After first save	Exit	If the current step has unsaved changes, opens an Exit without saving? dialog. Otherwise, returns to the dashboard.

There’s also a beforeunload browser guard if you try to close the tab with unsaved changes.

Common questions

The wizard sidebar shows step 2 as locked.

You haven’t saved step 0 yet. Save Draft on step 0 (or click Next), every other step unlocks immediately.

I refreshed the page and lost my work.

The wizard saves on Save Draft / Next. If you typed in step 0 and refreshed before saving, that draft is gone. Save explicitly when you finish a section.

Can I rename my agent later?

Yes. The agent name is editable in Text Settings and Voice Settings (text and voice variants respectively). Hybrid agents have a single name field in Text Settings.

The variant card doesn't open.

The picker is rendered as a Radix dialog. If clicks don’t register, refresh the page. If it persists, your browser may be blocking the dialog overlay, check your popup or extension settings.

I picked Hybrid by mistake. Can I switch to Text without losing settings?

No. The variant is fixed at creation. Delete the agent (no traffic yet, so no data loss) and create a new one as Text. If you’ve already invested heavy work, contact support, manual variant migration is sometimes possible.

Next

Text Agent walkthrough

6-step walkthrough.

Voice Agent walkthrough

6-step walkthrough.

Hybrid Agent walkthrough

7-step walkthrough.