1. Create the workspace
Register, name the workspace, and enter the primary website URL that the agent should understand.
Implementation guide
Launch your first agent in one pass.
Create a workspace, add Knowledge, configure connectors, customize the widget, and install the script on your site.
Setup
Connectors
Widget
6 min
from website URL to first agent
4 routes
email, webhook, HubSpot, Zendesk
1 script
to launch the widget on a live site
Knowledge pages
42 indexed
Ready routes
3 configured
Credit mode
Starter / Venice
Widget conversation
Business accounts can use invoice billing and get priority support.
Please have sales follow up.
Routed action: Lead Capture -> CRM Webhook
Latest handoff
Lead captured
Ops Director at Northline Parts
Source used
Billing FAQ + Pricing article
Delivery
Webhook accepted in 241 ms
2. Build the first agent
Choose Sales, Support, or both. Pick the hosted Venice model tier or switch to a BYO OpenAI-compatible key.
3. Load Knowledge
Queue a website crawl, add manual articles, and upload TXT, MD, or PDF files when the public site is not enough.
4. Configure routing
Enable lead capture or ticket creation on the agent, then connect Email, Webhook, HubSpot, or Zendesk routing.
5. Verify launch readiness
Use the connector test button, billing state, and readiness panel to confirm the workspace is safe for first traffic.
6. Install the widget
Copy the generated script tag and place it before the closing body tag on the customer website.
How teams use it
Operational flow, from setup to handoff.
Each stage is designed around the actual launch sequence: knowledge, routing, verification, and live widget traffic.
Register the workspace
Create the tenant, enter the website, and keep the agent name tied to the public experience visitors will see.
Load knowledge before launch
Crawl the site, add manual answers, and upload any supporting documents that should shape real responses.
Install and test connectors
Add the route you actually monitor, then fire a test event so the handoff is validated before live traffic.
Preview the widget
Use the in-app preview to check the greeting, allowed origin rules, and the actual streamed response path.
Ready