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Set up your Agent

Create an agent

Create a new agent in the Novu dashboard and connect your first provider.

Create an agent in the Novu dashboard before you scaffold a bridge app or write handler code. This page walks through creating the agent record and connecting your first provider.

Create an agent in the dashboard

In the Novu dashboard, create a new agent and enter its basic details.

  1. In the Novu dashboard, go to the Agents page.
  2. In the sidebar, click Agents.
  3. Click Create agent.
  4. Enter the following information:
    • Agent name: Display name for your agent. Slack and Microsoft Teams show this name when users mention the agent.
    • Identifier: Unique slug used in code. Auto-generated from the name; cannot be changed after creation.
    • Description: Summary of the agent's purpose.
  5. Click Set up agent. Novu opens the guided setup page, where you connect providers and copy the scaffold command for your bridge app.

Create a new agent

Connect a provider

On the guided setup page in the Novu dashboard, link your agent to a messaging provider.

  1. In the Select provider list, choose a provider (for example, Slack).
  2. Follow the provider-specific steps shown in the dashboard.

For a full Slack walkthrough including app creation and install, see Quickstart.

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