OpenAgent
Getting Started

Quick Start

Configure your first model and create your first AI agent.

Quick Start

This guide walks you through configuring your first model provider and creating your first AI agent after installing OpenAgent.

Make sure OpenAgent is running at http://localhost:14000 before continuing.

Step 1 — Add a Model Provider

Open the admin dashboard

Go to Settings → Model Providers in the sidebar.

Add your provider

Click Add Provider and choose your LLM provider. OpenAgent supports 30+ providers. For this quick start, we'll use OpenAI.

Fill in your API key:

Provider:  OpenAI
API Key:   sk-...your-key...

Click Test Connection to verify the key works, then Save.

Select a model

After saving the provider, click Add Model and select the model you want to use (e.g., gpt-4o, claude-3-5-sonnet, gemini-2.0-flash).

Step 2 — Create a Knowledge Base (Optional)

If your agent should answer questions based on your own documents, create a knowledge base first.

Create a knowledge base

Go to Knowledge Bases → New Knowledge Base. Give it a name and choose an embedding model.

Supported embedding models include:

  • text-embedding-3-small / text-embedding-3-large (OpenAI)
  • text-embedding-ada-002 (OpenAI)
  • Local embedding models via Ollama

Upload documents

Click Upload and add your files. OpenAgent supports:

FormatNotes
PDFText and scanned (OCR)
Word (.docx)Full formatting support
Excel (.xlsx)Tabular data
CSV / TSVStructured data
Plain text (.txt, .md)Direct ingestion
PowerPoint (.pptx)Slide content

Wait for indexing

OpenAgent splits each document into chunks and generates embeddings. The status bar shows progress. Indexing time depends on document size and your embedding model.

Step 3 — Create an Agent

Open the Agents page

Go to Agents → New Agent.

Configure the agent

SettingDescription
NameDisplay name for the agent
ModelThe LLM model this agent uses
System PromptInstructions that define the agent's behavior
Knowledge Base(Optional) Documents the agent can search
TemperatureResponse creativity (0 = deterministic, 1 = creative)
Max TokensMaximum length of each response

Example system prompt for a customer support agent:

You are a helpful customer support assistant for Acme Corp.
Answer questions using the provided knowledge base.
If you don't know the answer, say so clearly rather than guessing.
Always be polite and professional.

Test the agent

Use the built-in Chat panel to test your agent before deploying it to a channel. Type a question and verify the response quality.

Step 4 — Connect a Channel

Open Channels

Go to Channels → Add Channel.

Configure your channel

  1. Message @BotFather on Telegram
  2. Create a new bot with /newbot
  3. Copy the bot token
  4. Paste it into OpenAgent's Telegram channel config
  5. Click Save & Activate

Your agent is now live on Telegram. Message your bot to test it.

  1. Create a Slack App at api.slack.com/apps
  2. Enable Bot Token Scopes: chat:write, im:read, im:history
  3. Install the app to your workspace
  4. Copy the Bot User OAuth Token (xoxb-...)
  5. Paste it into OpenAgent's Slack channel config
  1. Create a Discord application at discord.com/developers
  2. Add a Bot to the application
  3. Enable Message Content Intent in the Bot settings
  4. Copy the bot token
  5. Paste it into OpenAgent's Discord channel config
  6. Use the OAuth2 URL to invite the bot to your server

OpenAgent includes a built-in web chat widget. After creating the channel, you'll receive an embeddable script tag:

<script
  src="https://your-openagent-instance.com/widget.js"
  data-agent-id="agent_xxxx"
  data-channel-id="chan_xxxx"
></script>

Add it to any webpage to embed the chat widget.

What's next?

You now have a working AI agent that responds to messages. Here's what to explore next:

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