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Documentation Index

Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt

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This guide explains how to create and configure a chat agent in UponAI. Chat agents let you implement conversational AI experiences through text-based interfaces.
UponAI does not provide native integration with SMS or chat applications at this time. You can only interact with a chat agent via API.

Creating a Chat Agent

You have two options:

Create a New Chat Agent

1

Navigate to Agents

Go to the Agents section in your UponAI dashboard at app.uponai.com.
2

Create a new agent

Click Create New Agent.
3

Select agent type

Select Chat Agent as the agent type.
4

Configure settings

Configure your agent settings and prompts.

Convert an Existing Voice Agent

1

Open the voice agent

Open an existing voice agent from the Agents section.
2

Convert

Click Convert to Chat Agent.
3

Review warnings

Review the conversion warnings before confirming.
Chat agents do not support voice-specific functions like call transfers, DTMF (press digits), or telephony features. During conversion, any such nodes or functions are automatically removed.

Next Steps

After creating your chat agent, you can:
  • Create a chat session — start a session via the API to begin a conversation
  • Generate responses — use the chat completion endpoint to send and receive messages