Overview
The onboarding wizard guides you through creating a fully configured AI agent in just a few minutes. The process automatically discovers your website content, extracts your brand colors, and trains your agent on your knowledge base.The 4-Step Process
Step 1: Enter Your Domain
The first step begins with identifying your website and naming your agent.Agent Name
Give your agent a descriptive name that reflects its purpose. This name appears in the dashboard and helps you identify the agent among multiple agents in your workspace.Choose a name that’s meaningful to your team. For example: “Sales Support Agent”, “Product Help Bot”, or “Customer FAQ Assistant”.
Website Domain
Enter your main website URL (e.g.,https://yourdomain.com). The platform uses this to:
- Discover pages: Automatically find all crawlable pages on your domain
- Extract branding: Detect your brand colors for widget customization
- Set context: Help your agent understand where it will be deployed
| Input Format | Example | Result |
|---|---|---|
| Full URL | https://example.com | Uses as-is |
| Domain only | example.com | Adds https:// automatically |
| With subdomain | docs.example.com | Respects subdomain |
Step 2: Fetch & Select URLs
After entering your domain, the platform automatically discovers all available pages using intelligent web crawling.URL Discovery
The crawler finds all public pages on your domain and displays them in a list. You’ll see:- Total pages found: The number of pages discovered
- Page URLs: Full URLs of each discovered page
- Selection controls: Options to select, deselect, or filter pages
Filtering Options
Use the built-in filters to refine your selection:| Filter | Purpose | Example |
|---|---|---|
| Search | Find specific URLs by keyword | Search for “product” to find product pages |
| Exclude | Remove URLs containing specific terms | Exclude “blog” to skip blog posts |
Selecting Content
Choose pages that contain information your agent should know:What to include
What to include
- Product or service pages
- FAQ and help documentation
- About and contact pages
- Pricing information
- Feature descriptions
- Terms of service and policies
What to consider excluding
What to consider excluding
- Blog posts (unless relevant to support)
- News articles or press releases
- Login or account pages
- Empty or placeholder pages
- Duplicate content pages
Managing Your Selection
- Individual selection: Click checkboxes to select or deselect specific URLs
- Bulk selection: Use shift+click to select a range of URLs
- Remove URLs: Click the trash icon to remove unwanted URLs from the list
- Clear all: Reset your selection and start fresh
Step 3: Configure Branding
This step customizes your agent’s visual appearance to match your brand identity.Avatar Selection
Choose a 3D avatar that will represent your agent. The avatar:- Appears in the chat widget
- Animates and speaks responses using text-to-speech
- Creates a more engaging, human-like experience
Browse Gallery
Select from our collection of pre-made avatars with different personalities and styles.
Change Anytime
You can always change your avatar later from the agent settings.
Appearance Theme
Select between light and dark mode for your chat widget:| Theme | Best For |
|---|---|
| Light | Websites with light backgrounds, professional/corporate sites |
| Dark | Websites with dark backgrounds, tech/gaming sites, modern aesthetics |
Brand Colors
The platform automatically extracts colors from your website:- Accent color: Your primary brand color
- Dark color: A darker shade from your site
- Light color: A lighter shade from your site
- Clicking extracted colors: Select from automatically detected brand colors
- Using the color picker: Choose any color visually
- Entering a hex code: Type an exact color value (e.g.,
#3B82F6)
Step 4: Content Ingestion
Once you click “Create Agent”, the platform begins building your AI assistant. This process runs automatically and shows real-time progress.Progress Stages
The creation process includes several stages:Processing Pages
Crawling each selected URL, extracting text content, and creating embeddings for semantic search.
Progress Tracking
During ingestion, you’ll see:| Metric | Description |
|---|---|
| Overall progress | Percentage of total completion |
| Completed | Number of pages successfully processed |
| In Progress | Pages currently being processed |
| Failed | Pages that couldn’t be processed (if any) |
| Total | Total pages being trained |
Processing time depends on the number of pages selected. Most agents complete in 1-3 minutes for 50-100 pages.
Handling Failures
If some pages fail to process:- The agent will still be created with successfully processed pages
- You’ll see a summary of failed pages
- You can retry failed sources later from the Sources section
- Common failure reasons: pages blocked by robots.txt, authentication required, or temporary network issues
Completion
When processing finishes successfully:- A success notification appears
- You’re automatically redirected to the Playground
- You can immediately start testing your agent with real questions
After Onboarding
Once your agent is created, you can continue customizing and improving it:Test in Playground
Ask questions and see how your agent responds. Fine-tune the system prompt for better answers.
Add More Sources
Import additional web pages, add custom text, or create Q&A pairs to expand knowledge.
Customize Widget
Adjust colors, backgrounds, position, and other visual settings for your chat widget.
Deploy to Website
Get the embed script and add your agent to your live website.
Troubleshooting
No pages found during URL discovery
No pages found during URL discovery
Possible causes:
- The domain might be blocking crawlers via
robots.txt - The website might require authentication
- There could be a typo in the domain URL
- Double-check the URL is correct
- Try with or without
www. - Contact your webmaster about crawler access
- Manually add URLs after agent creation
Brand colors not detected
Brand colors not detected
Possible causes:
- The website doesn’t have clear brand colors in its CSS
- Colors are defined in images rather than code
- The website is blocking external access
- Use the manual color picker or enter your hex code directly
- Check your brand guidelines for exact color values
Pages failing during ingestion
Pages failing during ingestion
Possible causes:
- Individual pages may be blocking access
- Content might be dynamically loaded (JavaScript-heavy)
- Pages may have timed out during processing
- The agent will work with successfully processed pages
- Retry failed sources from the Sources section later
- Consider using Q&A sources for critical content that won’t scrape
Ingestion taking too long
Ingestion taking too long
Possible causes:
- Large number of pages selected
- Pages with lots of content
- Heavy traffic on the processing system
- Be patient - large knowledge bases take longer to build
- Consider starting with fewer pages and adding more later
- The progress bar shows real-time status
Best Practices
Start focused, expand later
Start focused, expand later
Begin with 20-50 high-quality pages rather than importing everything. It’s easier to expand a working agent than to fix one with too much irrelevant content.
Review discovered URLs carefully
Review discovered URLs carefully
Take time to exclude pages that aren’t relevant to customer questions. Quality of sources matters more than quantity.
Test immediately after creation
Test immediately after creation
Use the Playground to ask real questions right away. This helps you identify gaps in your knowledge base early.
Iterate on your system prompt
Iterate on your system prompt
The default system prompt works well, but customizing it based on test results will improve your agent’s responses significantly.