Quickstart: First Agent
Publish your first assistant in minutes.
This is the shortest path from an empty workspace to a verified live assistant.
Build
Create an agent from the dashboard. Pick a recognizable name and, if useful, a primary use case so you can find and compare agents later.
Train
Add at least one of the following before testing with real users:
- Documents — Policies, product PDFs, or internal write-ups.
- FAQs — Short questions and answers you already repeat in support.
- Websites — Public URLs to crawl (choose depth and recrawl schedule to match how often the site changes).
Deploy
- Open Settings > Embed Widget and Generate a new token then add the script to your site.
- Turn the widget on if you disabled it, and keep your widget token safe (regenerate it if it is exposed).
- Open your site in a private or incognito window and send a test message.
Note: If you use Google Tag Manager for the embed, use the GTM option on the Embed Widget page to copy the GTM-friendly snippet.
Verify
Open Chat and confirm the test conversation appears. Use Overview to watch conversation and message counts update.
Refine
Use Settings > Widget Appearance to match your brand, and Settings > AI Model to adjust model, style, and instructions. Revisit Resources as your product or policies change.