Prerequisites
- An email address or Google account
- 5 minutes of your time
Step 1: Create an Account
1
Sign Up
2
Create a Workspace
After signing in, create your first workspace.
- Name: Give your workspace a descriptive name (e.g., “My Company Support”)
- Workspaces help you organize agents and team members
Step 2: Create Your First Agent
1
Navigate to Studio
Click Studio in the sidebar to access the agent management area.
2
Click Create Agent
Click the Create Agent button.
3
Fill Basic Information
Enter the following:
- Name: A descriptive name (e.g., “Customer Support Bot”)
- Description: What this agent does
- Language: Select the primary language
4
Configure System Prompt
Write a system prompt that defines your agent’s personality:
5
Save
Click Create to save your agent.
Step 3: Add Knowledge Base
Train your agent with your own data so it can answer questions accurately.Upload Files
Upload PDF, DOCX, or TXT files containing your documentation
Crawl Website
Enter your website URL to automatically extract content
Add FAQs
Create structured Q&A pairs for common questions
Raw Text
Paste text content directly into the knowledge base
1
Open Knowledge Base
Go to your agent’s Playground tab and click Knowledge Base.
2
Add a Source
Click Add Source and choose a source type.
3
Upload or Configure
Upload your files or enter the website URL to crawl.
4
Wait for Processing
Sources are automatically processed and indexed (usually 1-2 minutes).
Step 4: Test Your Agent
Use the Playground to test your agent before deploying.1
Open Playground
Navigate to your agent’s Playground tab.
2
Start a Conversation
Type a test message and press Enter.
3
Evaluate Responses
Check that responses are accurate and match your expectations.
4
Iterate
Adjust the system prompt or add more knowledge base content as needed.
Step 5: Deploy Your Agent
Once satisfied with your agent, deploy it to your preferred channels.- Web Widget
- Slack
- Telegram
- Discord
Add the chat widget to your website:
- Go to your agent’s Connect tab
- Copy the embed code
- Paste it before the
</body>tag on your website
What’s Next?
Customize Widget
Match the widget to your brand
Add Actions
Enable human handoff and integrations
Create Workflows
Build complex conversation flows
Connect Integrations
Add Calendly, Shopify, and more