Creating an Ai Agent for your website is very simple and we give you all the tools to start right now and have an Ai Agent ready to go in under 5 minutes.
What you need to prepare before hand.
- You need to create content that will feed the AI with all the questions and answers you want to be ready for your AI Agent. This content can be in your website already but it is great if you can work on a document or website with these FAQs ready to use. You can create as much content as you want.
- Our AI Agent only will use the content you feed to train. This ensures your AI Agent will generate replies base on your business, services and products and just that.
Step 1: Access Your Widget
After logging into the CRM, go to My Widgets. Select the widget you want to work on—this will be the home for your AI agent.
Step 2: Add Your AI Agent
After opening your widget, click on the Agents tab. This will bring you to the screen below. From here, we’ll follow a simple 3-step process to set up your AI agent:
- Interaction & Knowledge – define how the agent will respond and what information it will use.
- Appearance – customize how the AI looks to customers.
- Landing Page – design the page where your AI agent will live and interact with visitors.
Click on 1. EDIT AI FAQs
Step 3: Train Your AI Agent
1.Once in EDIT AI FAQs you will click on the second tab which is labeled AI FAQ Configuration
You will see the page below; the blue arrow is to begin designing your AI agent and where you will use the content you have prepared to train your AI agent. The orange arrow is where you can view past conversations between your AI agent and customers.
IMPORTANT: The conversations tab is the best way to get feedback to know what content is missing from your AI agent and fix any errors the agent may have in generating a response for your customer.
In AI FAQ Configurations below you will see two tabs:
- AI Agent Content Feeder: The Content Feeder is where you provide your AI assistant with the knowledge it needs. Here you can add your business website, FAQs, product descriptions, and any other details that will help the agent answer questions. The more content you add, the more accurate and helpful your AI becomes.
- AI Agent Training:The Training section is where you shape your agent’s personality. Here you’ll write a prompt that tells the AI how to act as your assistant—what tone to use, what style of language fits your business, and how it should speak to customers.
Step 4: Design your AI agent
Click on the design tab in the right side of the screen and you will see the screen below, here is where you will design the AI agent to fit your business aesthetic and make it look how you please
We will change two variables here which is our welcome message (orange arrow) and our error message (blue arrow).
- Your welcome message is what the customer will first read once begining to interact with your AI agent. You want to make a welcome message that invites questions and concerns from your customer.
- The error message is a message the AI agent will respond with when it does not have the information to answer a customers question or concern. We suggest that the message directs the client to reach out directly to your WhatsApp to have this resolved.
Step 5: AI Agent Landing Page
Next, head over to the Landing Page Design section. This is where you decide exactly what your customers will see when they interact with your AI agent.
The two most important elements to customize here are:
- Business Description → Write something that immediately grabs attention and explains what you offer in a way that feels engaging and clear.
- AI Agent Description → Explain what your assistant does and the types of questions it can answer, so customers know how to interact with it from the start.
Think of this section as the “storefront” for your AI—make it inviting and informative so customers feel confident engaging with your agent.
Step 6: Your AI Agent is Ready 🎉
Congratulations—you now have your very own AI agent live on your website and linked to your widget! From here, the fun part begins: try interacting with your agent as if you were a customer. Ask it questions, test its replies, and make sure it’s behaving exactly the way you want your assistant to.
Be sure to keep an eye on the Conversations tab inside the AI FAQ configuration. This is where you’ll find all past customer interactions—an incredibly useful tool to see how your agent is performing, spot common questions, and fine-tune answers over time.
Your AI assistant is more than just a chatbot—it’s a way to automate customer inflow, save valuable time, and increase the overall efficiency of your business, all while giving your customers quick and reliable support.
And remember, if you have any questions or concerns, you can always reach out to us directly through our AI agent. We’ll be happy to help you get the most out of this powerful tool.
✨ Here’s to smarter conversations, happier customers, and a more efficient business!