--- title: "Create & Manage a CivicPlus Agent" slug: "create-manage-a-civicplus-agent" description: "Learn how to add or edit a CivicPlus Agent for your organization, customize branding, and enhance user experience with tailored chat features." updated: 2026-10-07T13:25:33Z published: 2026-10-07T13:25:33Z canonical: "www.civicplus.help/create-manage-a-civicplus-agent" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.civicplus.help/llms.txt > Use this file to discover all available pages before exploring further. # Create & Manage a CivicPlus Agent This article walks through how to add or edit a CivicPlus Agent (Resident Agent) for your organization. > [!TIP] > Who can use this feature? > > [Organization Owners](/civicplus-help-center/docs/organization-owners) ## Instructions [Embedded content](https://www.iorad.com/player/2773264/CivicPlus-Agent--Create-and-Manage-an-Agent-Tutorial) 1. [Sign in to the Staff Center](https://staffcenter.civicplus.com/) 2. Select **AI Agents** in the navigation menu and click **Resident Agents** ![Sidebar menu displaying AI Agents and Resident Agents options for user navigation.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/AI%20Agents,%20Resident%20Agents%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) 3. Click **Add Agent** or select an existing agent ![Overview of resident agents with an option to add a new agent.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20or%20Select%20Agent%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) 4. Fill out the **Branding** fields ![Form for adding a resident agent with fields for chatbot name and logo upload.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Branding%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) - **Chatbot Name:** This name will appear at the top of the chat window. - **Primary Color:** This color will appear in the chat user interface. - **Custom Logo:** Upload an image. Files should be a transparent PNG. Max file size is 500 KB. If an image is not set, a default icon will be in place. - **Chat Floating Action Button Size:** Choose the size of the button. This size will be consistent across desktop, tablet, and mobile devices. 5. Configure the **Location** ![Settings for agent display position and URL embedding options on a website.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Location%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) - **Position:** Choose to have the agent appear in the bottom right or bottom left of your site. - **Bottom Offset:** By default, the chat floating action button has a 20 px margin from the bottom of your website. You can adjust the vertical padding in 12px increments to ensure a perfect fit. - **Display URL:** Enter the links on which the agent may be embedded. The embed code will also need to be added to the website for an agent to display. - **Hidden Paths:** Add paths on which the agent should not appear. Leave the field empty if you wish the agent to appear on all paths. Use a comma to separate multiple paths. 6. Modify the **Chat Experience** ![Chat introduction with welcome message, response length options, and tone selection for chatbot.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Chat%20Introduction%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) - **Welcome Message:** This message will first appear when the user opens the chat window. - **Fallback Message:** When the agent is unable to answer, it will return this message, which can be customized. We recommend providing an email, phone number, or link for residents to contact for more information. - **Greeting:** Add a message that will display next to the floating action button. - **Response Length:** Choose the length of your chatbot responses. - **Short:** 50 to 100 words maximum (2 to 3 sentences for simple questions) - **Medium:** 100 to 200 words (1 to 2 paragraphs with moderate detail) - **Long:** 200 to 300 words maximum (comprehensive detail with examples) - **Tone:** Choose the tone of your chatbot. This is how the AI will respond to residents' prompts. - **Quick Prompts:** Set up quick prompts to display on your agent’s chat widget by entering a title and a prompt. These prompts will guide the agent’s responses, ensuring users receive relevant information quickly. View [helpful tips for creating quick prompts](/civicplus-help-center/docs/civicplus-agent-quick-prompts#tips-for-crafting-effective-quick-prompts1). 7. Click **Save** ![The Save button on the Resident Agent page.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20Agent%20-%20CPA.png?sv=2026-02-06&spr=https&st=2026-10-31T21%3A38%3A38Z&se=2026-10-31T22%3A38%3A38Z&sr=c&sp=r&sig=urS90%2Byf2VomfeGXdlSSbT6c1poo%2FUGnms93RS9TKWM%3D) 8. You can now [configure the Knowledge Base](/civicplus-help-center/docs/configure-the-civicplus-agent-knowledge-base) for the agent Portable Network Graphic. Kilobyte Pixels Uniform Resource Locator Artificial Intelligence ## Related - [Review Resident Conversations for an Agent](/review-resident-conversations-for-an-agent.md)