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ChatCot Guide

From idea to deployed agent,
in under 5 minutes.

A step-by-step walkthrough for building, training, customizing, and deploying your own AI chat agent — no code, no setup, no guesswork.

⚡Build in minutes📚Train on your data🎨Customize everything🌐Deploy anywhere
Start building →Read the guide

Quick start

01

Create agent

30s
02

Upload knowledge

2m
03

Customize look

1m
04

Deploy widget

30s

Live preview

Agent trained
Step-by-step

Build your first agent, start to finish

Follow these six steps and you'll have a fully trained, branded, live chat agent embedded on your site.

01

Create your agent

From your dashboard, spin up a new agent in seconds. Give it a name and a short purpose — this is what it will introduce itself as to your visitors.

  • Go to Dashboard → Agents → New agent
  • Pick a name your team (and the AI) will recognize
  • Write a one-liner describing what the agent is for
Open dashboard
02

Add your knowledge

Your agent learns exclusively from the sources you provide. Upload documents, paste raw text, link to pages, or add Q&A pairs — mix and match as you need.

  • Files — PDF, Word, or plain text (auto-parsed)
  • Links — public URLs we crawl for you
  • Text — paste in policies, scripts, or FAQs directly
  • Q&A — seed exact question/answer pairs for precision
03

Customize look & personality

Match the agent to your brand and tone. Tweak colors, avatars, and greetings, then fine-tune behavior with custom instructions.

  • Brand color, avatar, and welcome message
  • Tone of voice — formal, casual, playful, or technical
  • Custom instructions (e.g. "always offer a live-agent handoff for billing")
  • Guardrails to block off-topic or unsafe replies
04

Train & preview

Hit Train. We chunk your sources, generate embeddings with Gemini, and index them for fast retrieval. A live preview lets you test the agent before going live.

  • One-click training — status updates in real time
  • Preview chat shows what real users will see
  • Iterate: update sources, re-train, repeat
05

Deploy the widget

Copy a single embed snippet and paste it into your site. The widget loads asynchronously and works on any stack — WordPress, Shopify, custom React, or static HTML.

  • Copy the embed snippet from the agent detail page
  • Paste it into your site's <head> or pre-</body> markup
  • Widget adapts to mobile and desktop automatically

Ready to build yours?

Spin up an agent, train it on your own content, and drop it on your site — all in a single sitting.

Launch your first agent →Talk to us