Creating a Marketing Agent

Last updated: July 22, 2026

Create a Marketing Agent from the Agents page in Marketing Agent Configuration. This page is where your team starts new agents and opens existing agents for configuration.

This article covers the verified first creation step and the setup sequence after an agent is created.

Start From the Agents Page

  1. Sign in to Docket.

  2. Open Marketing Agent Configuration from the left sidebar.

  3. Confirm the page title is Agents and the header says Build Your AI Agent.

  4. Select Create Agent.

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Enter the required Agent Name.

  1. Add a Description that explains the business outcome and process the agent will handle.

  2. Select Continue after the required information is present. In the captured empty state, Continue is inactive.

The screenshot shows the untouched empty form. No agent was created while producing the documentation.

What to Configure After Creation

After the agent exists, open it from Your Agents and work through these tabs:

Tab

Use it for

Agent

Configure interaction mode, persona, instructions, work hours, handoff, CTAs, and dynamic context.

Knowledge

Select the files, web sources, slides, and videos the agent can use.

Analysis and Actions

Configure post-call analysis, post-call actions, alerts, and CRM or marketing automation sync.

Widget

Customize widget appearance, behavior, access, domain whitelist, and trigger rules.

Deploy

Copy the widget script, send install instructions, configure standalone page access, and manage IP access rules.

Recommended Setup Order

  1. Define the agent's purpose and audience.

  2. Configure the Agent tab.

  3. Add approved sources in Knowledge.

  4. Configure Widget appearance and behavior.

  5. Set up Analysis and Actions if you need structured follow-up data or CRM sync.

  6. Review deployment options in Deploy.

  7. Test the agent before putting it in front of visitors.

How to Verify Setup Is Moving Forward

You should be able to open the agent from Your Agents and move through the Agent, Knowledge, Analysis and Actions, Widget, and Deploy tabs.

Troubleshooting

Issue

What to check

Create Agent is unavailable

Confirm you are in the correct workspace and have permission to create agents.

Continue remains inactive

Enter an Agent Name and confirm the required field is not blank.

You do not see Marketing Agent Configuration

Confirm you are in the correct workspace and have the right permissions.

You created an agent but cannot deploy it

Continue through the Widget and Deploy tabs, then verify the installation path for your website.

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