Getting Started

Put your material in Knowledge

Click Assets and then Knowledge in the sidebar, and add your files: drop them on the page, or use Add to upload files, import web pages or write a document. Give longer files a short description of what’s in them. This is what makes your AI tools answer like you rather than like any AI.

Create the agent

1. Click Agents in the sidebar, then New and New agent.
2. You can describe what you want and let MindPal build it (Generate instantly, or Chat with AI to build to shape it together), pick a template, or start blank.
3. For this guide, click Start blank instead. The agent’s settings open: name it “Client assistant”.

Tell it who it is and how to answer

In the System prompt tab, write who the agent is, who it talks to, and how its answers should look. For example:

You answer questions from my coaching clients about my programmes,
prices and policies. Be warm and direct, and keep answers short.
If the answer isn't in my files, say so and suggest booking a call.

The quality meter under the box tells you when the instructions are too thin to work well.

Give it your material

Open the Knowledge tab, click Add and pick the files this agent needs. Keep a short “how I write” document on Always and the longer material on On demand. See Knowledge for how agents use your files.

Choose a language model

In the Language model tab, pick the model that powers the agent. Each one shows how many AI credits a reply costs, and Recommended marks good choices.

Click Create. Later changes are saved with Update agent.

Test it like a client would

Click Chat and ask something only your files can answer, the way a client would ask it: “What’s included in the 12-week programme, and can I pay in instalments?” Check that the answer is right and sounds like you. If it isn’t, the fix is usually in the agent’s instructions or its Knowledge; see Test it with a real question.

Share it as a chatbot

Click Publish in the agent. MindPal creates a chatbot powered by this agent: give it a name and a welcome message, choose how it looks and who can use it, and publish it to get a link you can share or embed on your website. Your chatbots are listed under Agents, in the Chatbots tab. See Chatbots.

Create the workflow

1. Click Workflows in the sidebar, then New and New workflow.
2. As with agents, you can describe it and let MindPal build it, pick a template, or start blank.
3. For this guide, click Start blank instead, name it “Client proposal”, and click Create.

Collect the client’s request

Start with a Human Input step: it’s the form people fill in. If the canvas doesn’t have one yet, click New at the bottom and add it. Add a few fields, such as:

• Client name
• What they need
• Budget

Draft the proposal with an agent

1. Click New and add an Agent step after the input.
2. Under Agent, pick your Client assistant, or leave it empty for a general agent.
3. Under Task, say what to do, and type @ to insert the fields from the input step:

Write a proposal for @Client name, who needs @What they need,
within a budget of @Budget.

4. Under Knowledge for this step, add your proposal template, so this step follows it.

The workflow saves as you go.

Test it

Click Test, fill in the form with a realistic request, and watch each step run. Check the proposal follows your template and sounds like you.

Share it as a form

Click Publish and choose Publish as AI-powered form. You get a link to share or code to embed on your website, and you can set who can use it and how often. See Forms.