The Agent Setup Wizard walks you through creating an agent in a conversational flow. Lumen guides you step by step: name your agent, pick a template, confirm a few settings, and create. No form-hopping required.
This guide is for admins and managers who are setting up new AI agents for their organization. You need the Owner or Admin role to create agents.
Start by giving your agent a name and a URL slug. The slug is auto-generated from the name, but you can customize it. The slug is used in the agent's embed URL and API endpoints.
Templates pre-configure your agent with sensible defaults for common use cases. Each template sets the grounding mode, response style, response length, and handoff behavior.
After selecting a template, the wizard walks through each configuration setting. For named templates, Lumen recommends a value and you can accept or adjust:
If you chose the Custom template, you'll see all options for each setting as cards to choose from.
After answering all questions, you'll see a summary card with all configured settings. You can click Adjust settings to expand and change any individual setting, or click Create Agent to finalize.
After creation, the wizard shows next steps: set up guardrails, test your agent, and deploy it to your website.