- Step 1: Sign up or log in to your MagicBlocks account.
- Step 2: Create a new Agent — choose Quick Agent Builder for fast setup or start from scratch for full control.
- Step 3: Add your AI Knowledge and review the Key Facts you want to collect (name, email, phone, budget, etc.).
- Step 4: Set your CTA / Goal — book a call, qualify leads, capture contact details, route to sales, etc.
- Step 5: Test your Agent to make sure the conversation flows naturally and captures the right data.
- Step 6: Connect your CRM and/or Calendar for lead sync and appointment booking.
- Step 7: Customize the appearance to match your brand (colors, avatar, position, tone).
- Step 8: Go live — embed it on your website and start converting visitors 24/7