Create Chat Agent

Learn how to create and configure a chat agent in UponAI.

This guide explains how to create and configure a chat agent in UponAI. Chat agents let you implement conversational AI experiences through text-based interfaces.

UponAI does not provide native integration with SMS or chat applications at this time. You can only interact with a chat agent via API.

Creating a Chat Agent

You have two options:

Create a New Chat Agent

1. Navigate to Agents

   Go to the Agents section in your UponAI dashboard at app.uponai.com.

2. Create a new agent

   Click Create New Agent.

3. Select agent type

   Select Chat Agent as the agent type.

4. Configure settings

   Configure your agent settings and prompts.

Convert an Existing Voice Agent

1. Open the voice agent

   Open an existing voice agent from the Agents section.

2. Convert

   Click Convert to Chat Agent.

3. Review warnings

   Review the conversion warnings before confirming.

Chat agents do not support voice-specific functions like call transfers, DTMF (press digits), or telephony features. During conversion, any such nodes or functions are automatically removed.

Next Steps

After creating your chat agent, you can:

• Create a chat session — start a session via the API to begin a conversation
• Generate responses — use the chat completion endpoint to send and receive messages