Getting started with ChatAgents

Learn how to create an AI chatbot that can set calendar events, log internal requests, answer account-related questions, and more.

Sign up for an account

Creating an AI chatbot involves training it with possibly sensitive data, whether it's from your website, database, or encrypted devices.

An account gives you a secure space to build, train, and manage your chatbots.

Create an account.

Create your AI chatbot

Once you're signed up and logged in, go to the Agents page and click Create Agent. This is where you'll build the foundations of your chatbot.

Method 1: Filling In The Fields

At the center of the page are fields you can fill out to set up your chatbot.

Here's what they mean:

1. Agent Name: What you want your chatbot to be called.
2. Agent Purpose: How your chatbot responds -- describe its personality, writing style, function, etc.
3. Greeting Message: The first message users will see.
4. Knowledge Base: The data source of your AI chatbot's knowledge.

 

How to add a knowledge base for your agent:

1. Click the + button.
2. Write a name for the data source in the Knowledge Base Name field.
3. Add a data source via websites or text prompts in Source Type.
   1. Choose Website to use your business as the data source.
      1. Open the Website tab.
      2. Place your website's address in the Homepage URL field.
         
      3. Click Crawl Pages.
      4. (Optional) Refine your data source by deleting some pages in Web Pages.
   2. Choose Text to use offline, text-based data as your data source.
      1. Open the Text tab.
      2. Fill in the text box with your prompt. Use this option to include data that's not available online.
4. Click Create.

View our full guide on adding data sources to AI chatbots here.

Once all fields are filled in, click Create at the bottom.

Method 2: Creating Prompts using Agent Builder

Creating your AI chatbot through chat prompts similar to ChatGPT.

Or if you already have pre-made prompts, copy & paste it onto this section.

2. Add Skills to your AI agent (optional)

Skills are things your AI chatbot can do outside the dialog box. Whether it's sending emails, booking events, or logging data in spreadsheets.

Your chatbots can have skills or skill sets, which are multiple skills executed in a workflow.

Get started with skills by going to Agent Settings > Skills> Add Skill Set.

View our full guide on creating skills for your AI chatbot here.

3. Train the AI to respond like your brand

Refine your AI by customizing its responses to certain user inputs.

Start conversations with your chatbot in Playground and improve its responses in Chat History and Training.

View our full guide on how to train AI chatbots to match your brand's voice here.

4. See your AI agent, live in action

Publish your AI chatbot in two ways:

#1. As a chatbot widget on your website

To get started:

1. In your dashboard, go to Agent Channels > Website.
2. Toggle on Enable Embed.
3. In the Embed Code section, click Copy.

Learn how to add the chatbot widget to your website here.

#2. As a standalone page, powered by ChatAgents

No website? Publish the chatbot within its own dedicated page.

1. In your dashboard, go to Agent Channels > Website.
2. Toggle on Enable Embed.
3. In the Share Link section, click Copy.

You’re all set!

Congratulations! You can now build your own personalized AI chatbot.

When you're ready, explore more of our guides to further improve your chatbot-making skills!