- Step1: Sign up for a Nefi.ai account and complete onboarding.
- Step2: Navigate to the Agents dashboard and click 'Create Agent.'
- Step3: Use the drag-and-drop interface to add modules: LLM, Retrieval, API calls.
- Step4: Configure each module’s parameters and add conditional logic.
- Step5: Connect data sources or upload documents for context.
- Step6: Define triggers or deploy as a standalone chatbot.
- Step7: Test the agent in the built-in console and refine flows.
- Step8: Publish the agent, set access controls, and monitor performance.