Step by Step
- Go to your Dashboard and click AI Agent Studio in the sidebar, then click New Agent.
- Choose the agent type. Pick Chat for a conversational agent (customer support, FAQ bot, lead capture) or Task for background automation (data processing, content generation).
- Name your agent and write a clear system prompt. The system prompt tells the agent how to behave. For example:
> "You are a friendly customer support agent for an online store. Answer questions about shipping, returns, and product availability. If you don't know the answer, offer to connect the customer with a human agent."
- Pick a model. Claude Sonnet is the default and works great for most use cases. Claude Haiku is faster and cheaper for simpler tasks. You can always change this later.
- Set a welcome message. This is the first thing visitors see when the chat opens. Something like: "Hi! How can I help you today?" works well.
- Test in the preview panel. The live preview on the right side lets you chat with your agent before deploying. Send a few messages to make sure it behaves how you want.
- Deploy! Once you're happy, switch the status to Live. Your agent is now ready to embed on your website.
Tips for Beginners
- System prompt is the most important setting — spend time getting it right.
- Suggested questions help guide visitors. Add 2-3 common questions.
- You start with free credits on signup, enough to test and go live.
- You can always edit your agent later — nothing is permanent.
The Quick Way: Chat Bubble Widget
The easiest way to add your agent is with a single script tag. It creates a floating chat bubble in the corner of your website.
- Go to your agent's page in the dashboard and click the Embed tab.
- Copy the Widget code. It looks like this:
<script
src="https://your-domain.com/api/embed/widget.js"
data-agent-id="your-agent-id"
></script>
- Paste it into your website's HTML, just before the closing