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When you first sign in to the AI Hub, a short setup wizard gets your first agent ready. It has three stages — About you, Your business and Your agent — and everything is saved as you go, so if you close the tab you carry on exactly where you left off.

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Before you start

All you need is a way to sign in and a few facts about your business. If your business has a website, have the address handy — the Hub can read it and fill in most of your profile for you.

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Set up your account and agent

1

Tell us about you

The first screen — “Let’s get your AI agent ready” — asks for your name and your phone number (so we can help you get set up — it’s not a marketing list). Then it asks: do you have a website?
  • Yes — enter your website address and the Hub reads it for you in the next step.
  • No, not yet — you’ll answer a few short questions about your business instead.
You can also tick how you’d like to hear from us (email, telephone) — that’s optional.
2

Let the Hub learn your business

If you gave a website address, the Hub reads your site and builds your business profile: you’ll see it checking the address, reading your pages, finding what you offer and checking your opening hours. If it can’t read the site, you can retry, correct the address, or switch to answering the questions instead.If you don’t have a website, you answer three short screens: your business name and what you do and offer, what people usually ring you about (optional), and when you’re open — with quick presets, day-by-day hours if you need them, and your country and time zone.
3

Review what we learned

The wizard shows you the profile it built — what your business is about, what you offer, your opening hours and contact details — and tells you where it came from (for a website, how many pages it read and how many facts it found). Everything is editable here: fix anything that’s wrong, add anything that’s missing, then confirm. This profile is what your agent will know about your business from day one.
4

Choose how to build your agent

Two paths:
  • Build with AI (recommended) — Moneypenny AI asks a few smart questions and builds your agent as you chat. It already knows your business from the profile you just confirmed.
  • Start from a template — pick from a gallery of ready-made agents filtered to your sector, preview one, and start from there.
5

Meet your agent

Either path creates your agent as a draft and drops you into the agent editor. From there you can carry on building with AI, chat with your agent to try it out, and shape its personality and voice.
Your new agent starts as a draft. Chat testing works on the draft straight away; publish to hear it on a live voice call, and give it a phone number when it’s ready for real callers.

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What’s next

Build with AI

Describe what your agent should handle and watch it take shape.

Add knowledge

Upload documents and websites your agents can answer from.

Get a phone number

Put your agent on a real number.

Invite your team

Bring colleagues into your workspace.