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1. Create an agent
From the Agents dashboard, select New Agent. In the Add Agent dialog, choose an agent type (pick General Agent for most use cases), give it a name, and select Create. You’ll land on the agent’s Playground. Full guide: Create an agent →2. Add your first source
Open Knowledge Base from the agent’s sidebar (under Expertise), select New Knowledge Item, and pick a source type:- Files
- Links
- Q&A
Open the Files tab and choose a PDF, DOCX, or TXT. The file is uploaded
and queued for processing.
Processing happens in the background — you can keep working while a large file
indexes. See how processing works.
3. Test your agent
Go to the Sandbox and ask a question your source can answer. The agent streams its reply and shows the sources it used, so you can verify the answer came from your content.4. Customize the look (optional)
Open Agent UI → Appearance to set the agent’s colors, avatar, and the chat bubble position so the widget matches your brand. Full guide: Appearance →5. Embed it on your site
Open Channels & API → Embed/Install. You have three options:Share Link
Send a hosted link to your agent — nothing to install.
Chat bubble
A floating button in the corner of your site. Add the widget script and
config to your page’s HTML.
Inline iframe
Embed the chat directly inside a page. Copy the
<iframe> snippet where you
want it to appear.Next steps
Write better instructions
Give your agent a persona, tone, and rules to follow.
Choose the right model
Balance answer quality, speed, and credit cost.
Add more knowledge
Files, websites, YouTube, and Q&A — all in one place.
Compare configs
A/B test instructions and models in the Playground.