> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.conversive.ai/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.conversive.ai/_mcp/server.

# Create a Chat Agent

> Create a Conversive Chat Agent from a template to automate conversations on SMS, WhatsApp, webchat, and other messaging channels.

Create a Chat Agent to start automating conversations with your customers on messaging channels such as SMS, WhatsApp, and webchat. Start from a template, such as Appointment Booking, and then tailor the agent to your business.

1. Click on the profile icon in the top right corner of the navigation bar.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-30T10:23:27.825Z/ai-agents/ai-agents/chat-agent/create-a-chat-agent/screenshot_01.jpg)

2. Select "Chat Agent" from the drop-down menu under "Create Agent".

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-30T10:24:03.987Z/ai-agents/ai-agents/chat-agent/create-a-chat-agent/screenshot_02.jpg)

3. In the modal, choose the "Appointment Booking" template.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-30T06:08:10.725Z/ai-agents/ai-agents/chat-agent/create-a-chat-agent/screenshot_03.jpg)

4. Click "Continue" in the modal to proceed.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-30T06:08:25.621Z/ai-agents/ai-agents/chat-agent/create-a-chat-agent/screenshot_04.jpg)

5. On the new page, click the back arrow next to "Appointment Booking 1" to return.

   ![](https://files.buildwithfern.com/visual-editor-images/docs.conversive.ai/2026-09-30T10:24:56.511Z/ai-agents/ai-agents/chat-agent/create-a-chat-agent/screenshot_05.jpg)