Quick Start

Use this path when setting up the first support agent for a website.

Create the agent

The setup wizard walks through three steps:

1. Business goal — pick what the assistant should mainly help with.
2. Website URL — enter your site URL. siteaiagent looks for its sitemap and uses the site content to create the first knowledge sources.
3. Review and create — siteaiagent creates the assistant, reads the website content, builds knowledge sources, configures answer rules, and prepares the embed code.

Configure and deploy

1. Review indexed pages under Knowledge → Links and upload extra .txt or .md files under Knowledge → Documents.
2. Adjust the persona under Answer rules and the available tools under Actions.
3. Configure the widget in Deploy: content, style, and optional quick questions.
4. Add your production domains to Settings → Security so the widget can answer from them.
5. Copy the embed script from Deploy → Embed to a test page.
6. Verify desktop, mobile, lead capture, handoff, and common questions.
7. Install the script on production pages.

Before publishing

• Knowledge sources are indexed and current.
• Answer rules match the brand voice and support boundaries.
• Allowed domains in Settings → Security include every domain the widget runs on.
• Handoff and notification channels are configured and tested.
• The widget opens and closes correctly on desktop and mobile.