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This guide walks you through creating an AI agent, uploading a document, testing it, and embedding it on your website.

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Prerequisites

1

Create an agent

  1. Go to your dashboard and click Create Agent
  2. Enter a name and description for your agent
  3. Select a category (Content, Support, Education, or Custom)
  4. Write a system prompt that tells the agent how to behave — for example:
  1. Choose an AI model (GPT-4o is the default) and set the temperature (0.7 is balanced)
  2. Click Create
2

Upload a document

  1. Open your agent and go to the Sources tab
  2. Click Upload Document
  3. Select a file — supported formats:
  1. Wait for processing — the document goes through conversion, chunking, and embedding
  2. Once the status shows Embedded, your agent can answer questions from this document
You can also add web sources by entering a URL, or create text snippets for custom content.
3

Test in the playground

  1. Go to the Playground tab
  2. Type a question related to your uploaded document
  3. The agent responds using relevant content from the document, with source attribution
  4. Try different questions to see how the agent retrieves information
4

Embed on your website

Go to the Integration tab to get your embed code. You have two options:Option A: Chat widget (recommended)Add this script before the closing </body> tag on your website:
This adds a floating chat bubble to your site.Option B: IframeEmbed the chat directly into your page:

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What’s next?

Core Concepts

Understand how agents, documents, RAG, and credits work together.

Customize your agent

Fine-tune your agent’s behavior with system prompts, models, and temperature.

Knowledge base

Learn how to manage documents, web sources, and text snippets.

Chat appearance

Customize the look and feel of your chat widget.