AgentX tutorials
Follow step-by-step AgentX tutorials for building AI agents, connecting tools, using templates, and deploying workflows to real channels.
01 · 14 tutorials
From your first agent to workforces, workflows, tools and guardrails.
Creating your first AI agent in AgentX, tuning prompts, instructions, and building knowledge bases. AgentX offers a no-code platform to create powerful AI agents for various use cases. Customize your agent's bio, greeting, and response style, add knowledge bases, and enable optional features like lead generation or image generation. Once built, deploy your agent across multiple platforms, including websites, Slack, and Discord.
Read tutorialHow to create a knowledge base for your AI agent, so that the agent is more customized than generic.
Read tutorialWith AI Agent Workforces, you're not limited to a single AI agent - you can build a whole team of specialists.
Read tutorialYour Workforce can function as a tightly coordinated AI team - or as a fast, lightweight routing layer - depending on how you configure its settings. This guide explains every available option and helps you choose the best setup for your use case.
Read tutorialLearn how to build powerful Workflows in AgentX - set triggers, run agents automatically, and add advanced steps like Conditions, Parallel branches, Transforms, and Human-in-the-Loop reviews. No code required.
Read tutorialLearn how to quickly create custom API-powered tools in AgentX using natural language and automatic code generation.
Read tutorialDiscover how to automate your AgentX agents - from daily AI news briefings to fully autonomous SDR outreach - so your business runs on autopilot.
Read tutorialAs AI adoption grows, strong governance is vital for large language model (LLM) applications. Implementing guardrails ensures AI outputs follow guidelines, like avoiding political discussions, improving accuracy, and reducing legal risks in business AI deployment.
Read tutorialLearn how to set up Conversation Starters - quick prompts that guide users into meaningful interactions with your agent. Configure dynamic AI-generated starters or reuse FAQ entries for fixed, curated responses. A simple feature that boosts engagement and shapes the first moments of every conversation.
Read tutorialLearn how to enable your AgentX assistant to read and understand uploaded files using Text Extraction and Deep Image Understanding tools.
Read tutorialOffice Generators is an integration tool that empowers your AI Agent to automatically create professional documents, spreadsheets, presentations, charts, and PDFs based on conversation content. Instead of manually copying information from chat into documents, your Agent can generate ready-to-use files on demand - saving time and streamlining workflows.
Read tutorialLearn how to generate a presentation from a chat, file, or transcript, then edit and export the finished deck from AgentX.
Read tutorialLearn how to enable your AgentX agents to send automated emails - from personal reminders to business follow-ups and executive briefings - directly to any inbox.
Read tutorialLearn how to export Agent conversation history as a shareable HTML file or schedule automatic email reports for your clients and team.
Read tutorial02 · 10 tutorials
Put your agent on your website, store, community or messaging app.
How to deploy your AgentX AI agent as a chatbot widget on your website by embedding a simple JavaScript snippet. After enabling the "Website Embedding" option in the "Deploy" tab, customize the style, add authorized domains for security, and paste the JavaScript code into your site's HTML to make the agent appear on your website.
Read tutorialThis tutorial provides a simple, step-by-step guide to integrating an AgentX AI chatbot into your WordPress website, helping you boost engagement and automate customer interactions.
Read tutorialLearn how to quickly deploy an AI chatbot on your Wix website with this simple, step-by-step guide. Boost engagement and automate support by integrating your custom AgentX AI agent - no coding required!
Read tutorialCreate an AI agent powered chatbot on AgentX and publish to your Webflow site. Only a few steps and no code needed.
Read tutorialQuickly add an AI chatbot to your Shopify store by creating an AgentX agent, copying the embed code, and pasting it into a Custom Liquid section - boosting customer engagement and automating support in minutes.
Read tutorialQuickly integrate an AI chatbot into your Square or Squarespace website by creating an AgentX agent, copying the embed code, and pasting it into your page's Advanced code settings for seamless, automated customer support.
Read tutorialDeploy and connect the AI agent to your WhatsApp business account (WABA). After the connection, your agent will be able to handle conversations from your WhatsApp business account and interact with your customers.
Read tutorialLearn how to deploy AI agents to Slack workspace. Boost your team productivity by creating and deploying a powerful AI agent for the whole company.
Read tutorialLearn how to deploy AI agents to Discord server. Build a Midjourney like Discord server with AI agent powered by LLM and AI image generator. Boost your Discord community interaction.
Read tutorialBring your agent to life with AgentX Voice. Enable natural-sounding voices in multiple languages and tones, add a custom welcome message, and embed the voice widget directly on your website.
Read tutorial03 · 6 tutorials
Collect leads in conversation and send them to your inbox or CRM.
Learn how to quickly set up an AI-powered lead generator on AgentX that sends new leads straight to your email - and beyond.
Read tutorialHow to enable AgentX's lead generation and connect it to your HubSpot CRM. After activating Lead Generation in AgentX, obtain your HubSpot token by creating a private app with CRM permissions. Add this token in the AgentX settings, and your AI agent will automatically send collected leads to your HubSpot contact list.
Read tutorialThis guide explains how to enable lead generation in AgentX and connect it to your Wix Studio contact list. First, enable the "Lead Generation" action in AgentX. Then, obtain your Wix API Key, Account ID, and Site ID, and enter them into AgentX's settings. This will allow your agent to automatically send collected leads directly to your Wix CRM.
Read tutorialHow to enable lead generation in AgentX and send leads to Zapier via webhook. After building your agent, activate Lead Generation in the "INTEGRATIONS" tab. In Zapier, create a new workflow with a Webhook trigger and use the "Catch Hook" event. Copy the Zapier webhook URL to the AgentX lead generation settings, and your agent will send collected leads to your Zapier workflow.
Read tutorialAgentX makes it incredibly simple to generate leads using AI agents and automatically sync those leads into your favorite CRM - including ActiveCampaign.
Read tutorialLearn how to set up a custom Privacy Policy link for your AgentX lead generation flow.
Read tutorial04 · 7 tutorials
Connect calendars, spreadsheets, Notion and any MCP server to your agent.
MCP (Model Context Protocol) allows you to connect your AI application to any desired third-party app as long as it supports it. Here is a step-by-step tutorial on how to set it up and connect with your AI agent. We will give an example on YouTube MCP.
Read tutorialA better Notion MCP server - Enhance Notion experience with AI Agent integration on AgentX.
Read tutorialLearn how to connect Google Sheets to your AI Agent so it can automatically extract and record data, like invoice details, directly into your spreadsheet.
Read tutorialIntegrate your AI agent with Google Calendar to let it handle your calendar events. Such as check availabilities, schedule events, cancel events, etc.
Read tutorialCal.com is a fully customizable scheduling software. Find out how to find the API key and connect it with AI agent on AgentX.
Read tutorialConnect Calendly to your AI agent so it can work with your scheduling links and bookings.
Read tutorialZapier seamlessly integrates with AgentX, connecting it to popular apps like Slack, Google Sheets, and Zoho CRM. Using Zaps, you can automate workflows with triggers and actions. Key AgentX triggers include creating new agents or conversations, while actions include sending messages and searching conversations. To connect, you'll need an AgentX API key for smooth integration with your Zapier account.
Read tutorial05 · 3 tutorials
Make every touchpoint look like yours, not ours.
How to remove branding from your AI agent and rebrand with your own onto AI agent in just a few simple steps. Make your chatbot fully personal!
Read tutorialYou can now choose between AgentX branding, completely custom branding with your own logo and identity, or a clean unstyled option - all available for both Lead Generation emails and regular agent-sent messages. Configuration is now unified and easier to access, making it simple to keep every outgoing email consistent with your brand.
Read tutorialYou can now customize everything in your public share link: image, favicon, title, and description. This gives your agents a clean, professional identity wherever they're posted. No more generic previews - your brand takes the spotlight.
Read tutorialDevelopers
The developer docs cover the full platform, and the MCP hub lists every server you can connect to an agent.
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