> ## Documentation Index
> Fetch the complete documentation index at: https://myna.cx/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Myna AI Agents for SMS Campaigns

> Learn how to create a Myna agent, configure its name, identity, timezone, and tone, and assign it to one or more campaigns to start engaging contacts.

An agent is the AI-powered persona that represents your business in every conversation. Each agent has its own name, backstory, timezone, and tone settings — giving you full control over how your brand communicates with contacts. Before you can run a campaign, you need at least one agent configured and assigned to it.

## Creating a new agent

<Steps>
  <Step title="Open the Agents page">
    In the left sidebar, click **Agents**. You'll see a list of all agents in your workspace, along with their assigned campaigns and status.
  </Step>

  <Step title="Click Add Agent">
    Select **Add Agent** (or **New Agent**) in the top-right corner of the Agents page to open the agent creation form.
  </Step>

  <Step title="Set the agent name">
    Enter a display name for your agent. This is the name the agent will use when introducing itself to contacts.

    <Tip>
      Use a realistic first name that fits your brand — for example, "Alex" or "Jordan." Keep the name consistent across campaigns so contacts who interact with multiple touchpoints recognize the same persona.
    </Tip>
  </Step>

  <Step title="Define the agent identity">
    Fill in the persona details to give your agent a believable, human-like identity:

    | Field | Description |
    | - | - |
    | **Role** | The agent's job title as it appears in context (e.g., "Solar Consultant", "Appointment Specialist") |
    | **Age** | A realistic age that fits the persona |
    | **Gender** | The agent's gender identity |
    | **Location** | City or region the agent is "based in" (can match your business location) |
    | **Backstory** | A short 2–4 sentence bio that makes the agent feel human and memorable |

    <Tip>
      Use the **Generate** button to let Myna's AI write a backstory and suggest personality traits automatically, based on your business profile and the details you've already filled in.
    </Tip>
  </Step>

  <Step title="Select a timezone">
    Choose the timezone the agent operates in. This is a **required field** — it controls how the agent references times, business hours, and appointment scheduling in conversations.

    Select the timezone that matches your business location or the region where most of your contacts are located.
  </Step>

  <Step title="Configure tone settings (optional)">
    Scroll down to the **Tone** section. You can configure the agent's humor, formality, enthusiasm, empathy, persuasiveness, creativity, punctuation style, emoji use, and response length. All of these settings are optional — sensible defaults are applied automatically.

    See [Tone & Personality](/docs/agents/tone-personality) for a full explanation of every setting.
  </Step>

  <Step title="Attach a knowledge base (optional)">
    If you have product information, FAQs, or pricing details you want the agent to reference, attach a knowledge base here. Knowledge bases are created separately and can be shared across agents.

    See [Knowledge Bases](/docs/agents/knowledge-bases) for instructions on creating one.
  </Step>

  <Step title="Save the agent">
    Click **Save** to create the agent. It will appear in your agents list with an **Inactive** status until it is assigned to a campaign.
  </Step>
</Steps>

## Assigning an agent to a campaign

Once your agent is created, you need to assign it to a campaign before it can start sending and receiving messages. You do this from the campaign's settings, not from the Agents page.

<Steps>
  <Step title="Navigate to Campaigns">
    Click **Campaigns** in the left sidebar, then open the campaign you want to configure.
  </Step>

  <Step title="Select the agent">
    In the campaign settings, find the **Agent** field and choose your agent from the dropdown list.
  </Step>

  <Step title="Save the campaign">
    Save your changes. The agent's status on the Agents page will update to **Active** once it has been assigned to at least one campaign.
  </Step>
</Steps>

<Note>
  An agent can be assigned to multiple campaigns simultaneously. This is useful when you want the same brand persona to handle different outreach efforts — for example, a follow-up campaign and a reactivation campaign running at the same time.
</Note>

## Managing existing agents

From the **Agents** page you can:

* **Edit** any agent's name, identity fields, timezone, or tone settings at any time — changes take effect immediately for new conversations
* **View assigned campaigns** — each agent card shows which campaigns it is currently powering
* **Delete** an agent — note that deleting an agent will remove it from any campaigns it is assigned to

<Warning>
  Deleting an agent is permanent. Unassign the agent from all campaigns before deleting it to avoid disrupting active outreach.
</Warning>

## Best practices

<CardGroup cols={2}>
  <Card title="One agent per brand persona" icon="user">
    Create a distinct agent for each brand voice or persona you operate. Mixing personas across a single agent leads to inconsistent customer experiences.
  </Card>

  <Card title="Match the name to your brand" icon="building">
    Choose a name that feels natural for your industry. A casual solar lead gen campaign may suit "Jake," while a formal financial services campaign may suit "Catherine."
  </Card>

  <Card title="Keep the backstory concise" icon="pen">
    Two to four sentences is enough. A specific, memorable detail — like a hobby or a quirk — makes the agent feel more human without creating details the AI will struggle to support in conversation.
  </Card>

  <Card title="Test before going live" icon="flask">
    Use the [Playground](/docs/agents/playground) to send test messages and verify the agent's tone and responses before assigning it to a live campaign.
  </Card>
</CardGroup>


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