Quickstart

Create your first AI Agent

Pick a preset, add your knowledge, test it, then publish on your website. Most teams are live in under 10 minutes.

Create Agent in Studio Browse presets

10-minute checklist

  1. 1
    Choose a preset (or start from scratch)
    Start with an industry preset to reduce setup time and get a proven lead-capture flow.
    View presets →
  2. 2
    Add your knowledge (Sources)
    Upload PDFs, add website URLs, or paste text. This is what keeps answers grounded and accurate.
    Sources guide →
  3. 3
    Test conversations
    Ask your top 10 customer questions and verify responses cite the right information.
    Testing guide →
  4. 4
    Publish on your website
    Copy the embed snippet and paste it before </body>.
    Publishing guide →Platform-specific guides →
Activation milestone
Your first “Aha” moment is the first real customer conversation on your live site. Aim to publish today—even if your knowledge base is small—and iterate from real questions.