Quickstart
Create an account, build your first agent, train it, and put it on your website — in about ten minutes.
1. Create your account
Sign up at /signup with an email and password. A default organization (workspace) is
created for you automatically on the Free plan.
2. Create an agent
Go to Dashboard → Agents → New Agent. The creation wizard has three steps:
- Basic info — give the agent a name and choose a model from the models your plan allows.
- Instructions — optionally write a system prompt, or pick a starting point from the built-in instruction templates (Customer Support, Technical Assistant, Sales Agent, Content Writer, General Assistant).
- Review — confirm and create. You're redirected to the agent's overview page.
See Creating an Agent for details on every field.
Your plan limits how many agents you can create at once (Free: 1, Pro: 3, Business: 10). The wizard shows your remaining agent slots before you create one.
3. Train it on your content
Open Training Data from the agent's sidebar. Add at least one source:
- Upload a PDF, DOCX, TXT, or Markdown file (Files tab), or
- Crawl your website (Website tab), or
- Paste text directly (Text tab), or
- Write a manual question-and-answer pair (Q&A tab).
Then click Train Agent to process everything you've added. Processing chunks and embeds the content so the agent can retrieve it during conversations. See Training Your Agent for the full walkthrough.
4. Test it in the Playground
Open Playground from the agent's sidebar and chat with your agent the way a visitor would. Assistant replies show which training sources were used, and you can leave thumbs up/down feedback to sanity-check answers before going live. See Playground.
5. Put it on your website
Open Embed from the agent's sidebar, then the Deploy tab, and copy one of two snippets:
- A
<script>tag that injects a floating chat widget, or - An
<iframe>you can place anywhere in your page layout.
Paste it into your site's HTML and you're live. See Embed Widget for every configuration option, or Hosted Page if you'd rather share a link instead of embedding code.
Next steps
- Configure Custom Actions so the agent can call your APIs or notify your team.
- Review Security & Access Control before sending real traffic to the widget.
- Invite teammates from Organization & Team.