Building Your First Agent

A step-by-step walkthrough of assembling an Agent from capabilities and workflows.

An Agent in Spara solves a complete business problem by coordinating https://docs.spara.com/agents/capabilities (the channels it engages buyers through) and https://docs.spara.com/agents/workflows (the automated sequences it runs). This guide walks through assembling one from the Agents page. For background on the model, see https://docs.spara.com/agents.

An Agent's detail page: its Goal, capabilities grouped by trigger, and workflows.

1

Set the Goal

Open an Agent and give it a Name and a Goal. The Goal is a short, plain-language description of the business outcome the Agent is responsible for, for example "Qualify inbound leads from paid traffic and book them into a demo." Everything you add to the Agent should serve that Goal.

2

Add capabilities

Click Add capability and choose a channel:

• Chat: a website chat experience (https://docs.spara.com/agents/capabilities/chat/spara-navigator, https://docs.spara.com/agents/capabilities/chat/spara-smartbar, or https://docs.spara.com/agents/capabilities/chat/spara-fullscreen)

• Email: automated replies and outreach cadences

• Phone: incoming and outgoing AI phone calls

• SMS: text-message conversations

• Product Demo: a live, voice-narrated product walkthrough

Each capability opens in its own editor, where you configure its instructions, abilities, and trigger. See https://docs.spara.com/agents/capabilities/configuring.

Capabilities are listed by channel and grouped by their trigger, the condition that activates them. Chat capabilities are grouped by the page they appear on, Phone and SMS by their phone number, and Email by the address they reply from. Grouping by trigger is also how https://docs.spara.com/agents/capabilities/configuring/a-b-testing are organized: variants that share a trigger split that trigger's traffic.

3

Add workflows

Click Add workflow to build an automated sequence the Agent runs in the background, for example "After a lead submits the demo form, send an email, wait a day, then place a follow-up call." Workflows are made of https://docs.spara.com/agents/workflows/steps and appear in their own section of the Agent, separate from capabilities. See https://docs.spara.com/agents/workflows/configuring for the editor and settings.

4

Publish

Capabilities and workflows each have a private draft and a published version. Leads only ever interact with the published version. Edit and https://docs.spara.com/agents/capabilities/configuring/testing freely, then publish when you're ready. See https://docs.spara.com/agents/capabilities/configuring/saving-and-publishing.

FAQ

Does an Agent need both capabilities and workflows?

No. Many Agents start with a single capability (a Chat capability on your homepage, say) and add more over time. Workflows are optional and used when you need automated, time-based follow-up.

How many capabilities can one Agent have?

There's no fixed limit. Add a capability for each channel and trigger the Agent needs to cover. Keep them aligned to the Agent's Goal; unrelated work belongs in a separate Agent.

How do I move a capability or workflow to a different Agent?

Use the capability or workflow's menu and choose Move to Agent, then pick the destination Agent.