Welcome to ConvoDocs! This guide will walk you through creating your first AI agent and getting it live on your website in just a few minutes.
🚀 Step 1: Create Your Account
If you haven't already, sign up for a ConvoDocs account. You'll get instant access to all features with our free trial - no credit card required!
- ✅ Full access to all Pro features during trial
- ✅ Create up to 10 agents
- ✅ 1,000 conversations included
- ✅ Custom actions and workflows
- ✅ CRM & API integrations
🤖 Step 2: Build Your First Agent
Quick Setup Process
- Click "Create New Agent" in your dashboard
- Name your agent (e.g., "Customer Support Bot", "Sales Assistant")
- Write a description of what your agent does
- Choose a personality - friendly, professional, or helpful
- Set your welcome message - the first thing customers see
- Add business context - hours, contact info, services offered
📚 Step 3: Add Your Business Knowledge
Your agent needs to know about your business to provide helpful responses. You can add knowledge in three ways:
📄 Upload Documents
PDFs, Word docs, or text files with your FAQs, policies, and procedures
🌐 Import Website
Add your website URL to automatically import content
✏️ Manual Entry
Type specific questions and answers directly
🧪 Step 4: Test Your Agent
Use the Built-in Test Chat
Every agent has a test interface where you can chat with it before going live:
- Ask common customer questions
- Test different conversation flows
- Make sure responses are accurate and helpful
- Adjust knowledge base as needed
🌐 Step 5: Deploy to Your Website
Simple Copy-Paste Installation
No technical skills required! Just copy the embed code and paste it into your website:
- Go to your agent's "Widget" tab
- Copy the provided embed code
- Paste it before the closing </body> tag on your website
- Your chat widget appears instantly!
✨ You're Live!
Congratulations! Your AI agent is now live and ready to help customers 24/7. Here's what happens next:
- 🎯 Monitor Performance: Check your dashboard for conversation analytics
- 📈 Improve Over Time: Add new knowledge based on customer questions
- ⚡ Add Custom Actions: Set up lead capture, appointment booking, and more
- 🔧 Customize Appearance: Match your brand colors and style