Quick Start

This guide walks you through creating your first AI agent and having a conversation with it. By the end, you will have a working agent that you can share with your team.

Prerequisites

• A Sprigr Teams account. Sign up here if you do not have one.
• An active subscription plan (a free trial is available for new organizations).

Create your first agent

1. Sign in to the Sprigr Teams portal

   Navigate to team.sprigr.com and sign in with your organization credentials. If you are the first user, you will be guided through initial workspace setup including naming your organization.

2. Navigate to the Agents page

   From the sidebar, click Agents. This is where all of your organization’s AI agents are listed. As a new workspace, this page will be empty.

3. Create a new agent

   Click the Create Agent button. Give your agent a name (for example, “Help Desk Assistant”) and a brief description of what it does. The name is visible to anyone who interacts with the agent.

4. Configure the agent’s persona

   Every agent has a persona — a system prompt that defines its behavior, tone, and expertise. Write a clear description of the role you want the agent to play. For example:

   You are a helpful IT help desk assistant for Acme Corp. You help employees
   troubleshoot common technical issues, reset passwords, and submit support
   tickets. You are friendly, patient, and always ask clarifying questions
   before suggesting solutions.

   A well-written persona is the single most important factor in agent quality. Be specific about the agent’s role, boundaries, and communication style.

5. Send your first message

   Navigate to Conversations and start a new chat with your agent. Type a message like “Hi, my laptop won’t connect to WiFi” and press Send. Your agent will respond according to the persona you configured.

6. Invite your team

   Go to Settings > Team Members and invite colleagues by email. They can sign in and start conversations with the agents you have created. Each team member gets their own conversation history.

Tip

You can refine the agent’s persona at any time from the agent settings page. Changes take effect immediately for new conversations.

Next steps

Now that you have a working agent, here are some ways to make it more capable:

• Add a knowledge base — Upload documents so your agent can answer questions about your organization’s specific processes and policies. See Knowledge Bases.
• Connect an integration — Link Gmail, Slack, or other services so your agent can send emails, look up tickets, or pull data from external systems. See Integrations.
• Set up a workflow — Automate multi-step processes like employee onboarding or incident response with approval gates and conditional logic. See Workflows.
• Create an Agent Team — Add companion agents that specialize in different areas and can collaborate with your primary agent. See Agent Teams.
• Deploy a channel — Make your agent available on Slack, Microsoft Teams, Telegram, or your website via an embedded chat widget. See Channels.