Docs
Guides to the agent builder and your workspace
Step-by-step help for building an agent, putting it on your website and WhatsApp, and running leads, quotations and bookings from your organization panel — written with the names you will see on screen.
16 guides · try “WhatsApp” or “booking link” · press / to search
New here? Start with these three
From a new workspace to an agent answering on your website, in order.
- Step 01Getting startedCreate your SummonMind account, set up your workspace, choose a plan and find your way around the organization panel.Read the guide
- Step 02Build your first agentCreate an agent, teach it from your documents, website and Q&A pairs, check what it finds, and test it in chat before anyone else sees it.Read the guide
- Step 03Put the agent on your websitePublish the agent, copy one script tag into your site, choose which websites may show it, and set its name and colours.Read the guide
Get started
Build your agent
Build your first agent
Create an agent, teach it from your documents, website and Q&A pairs, check what it finds, and test it in chat before anyone else sees it.4 min readWorkflows
Lay out what your agent does on the builder canvas — menus, questions, lead capture, quotations, bookings, handoff, WhatsApp messages and conditions — then test and publish it.8 min readTemplates
Start from an agent made for your industry: find it, copy it into your workspace in one click, and make it yours.1 min read
Channels and handoff
Put the agent on your website
Publish the agent, copy one script tag into your site, choose which websites may show it, and set its name and colours.2 min readConnect WhatsApp
Connect your WhatsApp Business number through Karyagrah, choose the agent that answers it, and let your staff make quotations and update products and clients by chatting.4 min readHuman handoff
Hand a conversation from the agent to a person: when it happens, how requests reach a pool, how the team accepts and replies, and how the owner assigns them.3 min read
Leads, sales and bookings
CRM
Run your leads: campaigns and their forms and webhooks, custom fields, automatic and bulk assignment, follow-up drips, reports, and leads from your agent.5 min readQuotations
Set up your catalogue, clients and document settings, make quotations, proposals and invoices, record documents made elsewhere, and let the agent quote in chat — including products with no price.5 min readAppointments
Set up services, staff, working hours and time off, publish an online booking link, send reminders, and let the agent book real free slots in chat.4 min readWebsite Analyzer
Run a growth analysis of your website: choose the topics, read the scores, the competitors and the SEO keyword plan, and keep track of your monthly analyses.3 min readTally integration
Connect TallyPrime through a small Windows connector: see ledgers, parties, stock and vouchers in the panel, keep a synced copy, download CSV and make changes in Tally without opening it.7 min read
Workspace
Team and roles
Add the people who work in your workspace, decide what each role can see and do, and put members into the pools that take handoffs.2 min readAttendance and leave
Set your office rules once — office time, grace, late policy, lunch, half days, short leave, weekly offs and Saturdays — and let your team check in from the browser with location checks, apply for leave and see its own records, while managers approve and download the muster roll.9 min readPlans and billing
What a plan contains, how limits and add-ons work, and how to renew, change plan and find your payments.2 min read
Help
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