The Complete nemo Conversation Agent Building Manual: From Concept to Results in Four Steps

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You know those repetitive conversations that eat up your team's time? The same pricing questions, implementation details, and feature explanations that pull your best people away from strategic work? What if I told you that you could handle 80% of those conversations automatically, with responses that sound authentically like your company?

That's exactly what nemo conversational agents do. And unlike other AI solutions that require months of implementation and technical expertise, you can have your first agent up and running today. All it takes is a little bit of prep work, and agent creation is a breeze.

In this manual I walk you through all the steps needed to build agents that actually work. No fluff, no theoretical concepts — just the practical steps that turn your expertise into a 24/7 conversational assistant.

Here's what you're going to learn: how to plan an agent that serves your specific business needs, train it with your knowledge and voice, set it up to capture valuable data, and launch it across the platforms where your customers actually spend time.

By the way: I'm here to help you when building your first (or 10th!) agent. Once inside nemo, just click my icon and ask away. I am trained exclusively to help nemo users understand and customize their nemo agent to work for them.

Step 1: PLAN - Foundation & Strategy

Think of building your agent like hiring a new team member. You wouldn't just say "answer customer questions" and hope for the best. You'd define their role, set expectations, and give them the context they need to represent your company well. 

In addition, this first phase is where you begin crafting a great experience for the people interacting with your agent. Here you can create a memorable, engaging personality for your agent.

Agent Name & Creator

Your agent's name matters more than you might think. It sets expectations and affects how people interact with it.

Choose names that reflect function. These are some examples*

• "SalesBot" for lead qualification

• "SupportGenie" for customer service

• "ContentCraft" for writing assistance

*Yes, you can be a little more creative, but make sure to put clarity first.

Best practices for naming:

• Generally it’s best to avoid overly cute names for B2B and technical topics

• Keep it memorable and approachable

• Always add your name/company as creator for accountability

  
  

Agent Job, Skills, and Personality

As said above, training a nemo conversational agent is similar to hiring a new employee. However, there are additional details you can add for clarity.  

Take your time to think through, in detail, what you want your agent to say and how you want it to interact with people. The more specific you are, the better your results.

Instead of saying something vague like "help customers find the answers they need," try this: "You are a lead qualification specialist, focused on identifying prospects interested in our SaaS solutions."

Define clear boundaries — what your agent should NOT do is as important as what it should do. Maybe it shouldn't discuss pricing above a certain threshold, or perhaps it should escalate technical issues to human support.

Establish personality traits that match your brand. Professional but friendly is always a must for B2B applications; feel free to tweak or add to this. Patient and helpful-first should be universal.

Include escalation rules so your agent knows when to connect users with human support.

Here's a template that works: "You are [role] for [company]. Your goal is [specific objective]. Your personality is [3-4 traits]. You should [key behaviors] and never [boundaries]."

Greeting Message

Your greeting sets the tone for everything that follows. Again, specificity is good.

Keep it under 25 words and state your purpose clearly. Instead of "Hello, how can I help?" try "I'm here to help you understand our pricing and service options."

Ask an open-ended question that invites conversation: "What brings you here today?" works better than "Do you have questions?"

Test multiple versions and track which generates more engagement. Small changes in wording can significantly impact conversation rates.

Conversation Starters

You can add 1-3 suggested questions that appear in the chat window at the start of an interaction with a person. Think of questions that might interest your public and address the most common scenarios.

Use customer language, not internal jargon. Maybe your customers don't ask about "enterprise solutions" — they ask "Can this work for a 50-person team?" Review your CRM or call logs if unsure how formal/informal or technical/casual most customers speak.

Make them specific: "Show me pricing for small teams" converts better than generic "Tell me about pricing."

Order by popularity: Prioritize your most common questions first.

Examples that work well: "What's your pricing?" "How does implementation work?" "Can I see a demo?"

Model Selection and Configuration

For most business applications, GPT-4o provides the best balance of consistency and capability. It excels at maintaining brand voice and following complex instructions.

Claude 3.5 Sonnet works better for nuanced writing tasks and following detailed guidelines.

Set creativity levels based on function:

• Customer Support: 20-40 (factual, consistent)

• Sales/Lead Gen: 50-70 (engaging but professional)

• Content Creation: 70-90 (creative, expressive)

• Technical Support: 10-30 (precise, accurate)

Start conservative and increase based on results.

Response Instructions

This is where you define how your agent communicates. Be specific about tone, length, and format.

Example: "Respond in a professional yet friendly tone. Keep answers concise but complete. Use bullet points for multiple options. Always end with a helpful follow-up question."

Define escalation triggers clearly: "If asked about pricing above $X, connect them with sales." or “if you cannot solve the issue to the client’s satisfaction after X attempts, connect them with Live Support.”

Step 2: TRAIN - Knowledge & Content

Training your agent is like creating a comprehensive onboarding manual for a new employee. The better your training materials, the more effectively your agent will represent your business.

Onboarding Details

Start with the basics that any team member would need to know:

Correct spelling of all product names, company names, and key terms. Misspelled product names make your company look sloppy.

Define industry-specific acronyms and jargon. Include proper capitalization of all necessary abbreviations (SaaS, API, CRM, etc.). Avoid jargon unless it is widely understood by the audience. 

List key people's names and titles for accurate referrals when escalation is needed.

Common misspellings to avoid — if people frequently misspell your product name, teach your agent to recognize and correct these variations.

FAQ Development

This is often the most valuable part of your agent's training. Start with your customer service logs and identify the actual top 5 questions you receive.

Use exact customer language in your questions. If customers ask "How much does it cost?" don't train your agent on "What is your pricing structure?"

Provide complete, helpful answers that include the follow-up information customers typically need. If someone asks about pricing, they usually want to know about implementation timelines too.

Test each FAQ individually before launching to ensure accuracy and helpfulness.

Training Documents

Your agent learns from the documents you provide, so quality matters enormously.

Word docs and PDFs work best — avoid scanned images that can't be properly processed.

Include essential business documents (this can vary on a case-by-case basis):

• Product documentation

• Brand guidelines

• Pricing sheets

• Case studies

• Company policies

Organize logically by grouping related topics together. Clean, well-formatted content with clear headings helps your agent find and use information accurately.

Remove sensitive data before uploading, i.e.: internal codes, passwords, or confidential information that shouldn't be shared.

Content Quality Guidelines

Think about context, not just facts. Instead of just saying what your product does, explain why it matters and include examples of how customers use it.

Keep language consistent with your brand voice throughout all training materials. If your company is conversational and approachable, make sure all your training documents reflect that tone.

Update regularly — outdated or conflicting information results in unclear or confusing answers that frustrate users.

Step 3: USER DATA - Collection & Management

Your agent can do more than answer questions — it can capture valuable lead information and insights about what your prospects actually need.

Data Collection Setup

Only collect data you'll actually use. Excessive questions usually mean lower satisfaction with the interaction (and people are more likely to close the chat window instead of responding), so be strategic about how much information you want your agent to request from users.

Name and email are a standard ask for most business interactions, like to schedule a live meeting or send the user more detailed information. Beyond that, add questions strategically depending on the type of agent. For example, to provide a “quick estimate” for a service, your agent might need to ask about company size or timeline.

Be helpful first and foremost. Request user data in the context of being of assistance.

Test the data collection question sequence before launching to ensure the questions feel natural and the conversation flows naturally.

Data Export & Integration

Set up email notifications immediately so you don't lose leads. There's nothing worse than discovering you've been collecting leads for weeks without knowing it.

Connect to your CRM if possible — contact support@gonemo.ai for integration help.

Create consistent data formatting for easy import into your existing systems.

Establish data review processes for quality control and follow-up.

Regular data exports prevent loss from system issues and ensure you have backup access to your information.

Privacy & Compliance

Be transparent about data collection — tell users what you're collecting and why. This builds trust and ensures compliance with applicable regulations.

Secure data handling — nemo keeps your data private, but you should establish your own internal policies for handling collected information.

Comply with local regulations like GDPR or CCPA based on your business location and customer base.

Regular data cleanup helps maintain system performance and removes outdated information.

Step 4: LAUNCH - Deployment & Optimization

Platform Selection

Start with your website — it's the easiest deployment and typically has your highest qualified traffic.

Consider strategic placement: contact pages and pricing pages often work better than home pages. A floating widget can work across multiple pages without being intrusive.

WhatsApp and social platforms excel for customer service and follow-up conversations.

Internal platforms like Slack are perfect for employee support and knowledge sharing.

Testing & Quality Assurance

Before going live, test every major conversation path. Role-play different customer types: prospects, existing customers, skeptics.

Test data collection to ensure information reaches you properly through your chosen channels.

Mobile testing is crucial — many users will interact with your agent on smartphones.

Team testing gives you multiple perspectives on how the agent performs and where improvements are needed.

Test edge cases with unusual questions or inputs to see how gracefully your agent handles unexpected scenarios.

Launch Strategy

Soft launch with limited traffic or your internal team first. This lets you identify and fix issues before full deployment.

Monitor closely — check conversations daily in the first week to spot patterns and opportunities for improvement.

Gather feedback from actual users about their experience. Direct feedback often reveals issues you wouldn't notice otherwise.

Quick iterations — fix obvious issues immediately while they're still small problems.

Performance tracking from day one gives you baseline metrics to improve against.

Gradual rollout to more pages and platforms as you gain confidence in your agent's performance.

Post-Launch Optimization

Important work begins after launch. Review conversations weekly to identify gaps and improvement opportunities.

Update training data based on actual user questions — your customers will surprise you with new ways of asking familiar questions.

Refine response instructions for better consistency as you learn what works best.

A/B test different greeting messages and conversation starters to optimize engagement.

Regular content updates keep your agent current and accurate as your business evolves.

Pro Tips for Success

Here's what I've learned from helping people build many effective agents: you don't need to be an AI expert — you just need clear goals, good content, and the willingness to to tweak your agent based on what you learn.

Start simple, test, and edit. Your agent doesn't need to be perfect; it needs to be useful. Focus on solving one real business problem well rather than trying to do everything at once.

nemo agents excel at turning your knowledge into conversational guides that help users find and understand complex information. The better your source materials, the better your agent will perform.

The best agents grow with your understanding of what your users actually need. Regularly review the conversations, and let user behavior guide your improvements.

Ready to Build Your First Agent?

You now have everything you need to build a nemo agent that actually works for your business. The process takes minutes to set up and can start saving your team hours immediately.

Start your free trial today and see how quickly you can turn your expertise into a conversational assistant that works 24/7. Upload your first documents, set your agent's personality, and watch it handle the repetitive conversations that used to interrupt your day.

Most people are surprised by how much value they create in their first 10 minutes.

Talk to our team if you want guidance on your specific use case or have questions about implementation.

Your expertise plus nemo's conversational AI capabilities can transform how your business handles customer interactions. Together, we can build something that actually works.

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