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Creating Your First Agent

What happens when you sign up — the welcome questionnaire, choosing what your agent does, and the website scan that builds it.

When you create an AI Bot Kit account, you're taken straight into a short setup flow. It takes about three minutes and ends with a working agent trained on your website.

Step 1 — Welcome

The first screen confirms what you get: full access to every feature, plus 100 one-time AI messages to try things out — free.

Click Get started.

Step 2 — A few questions about you

Five quick questions. They shape the suggestions you'll see later and help us understand what you're trying to do:

  1. What do you want to achieve with your AI agent? — handling high volumes of queries, capturing leads, converting visitors, helping customers choose a product, covering support after hours, or just exploring.

  2. Where do your customers reach you today? — your website, WhatsApp, Instagram, and so on.

  3. How many customer conversations do you handle per month?

  4. Which of these best describes you? — business owner, support manager, sales or marketing, agency or developer.

  5. How did you hear about us?

Every question has a Skip button, and skipping costs you nothing — your agent is still created either way. Answer the ones that are easy and skip the rest.

Step 3 — What should your agent mainly do?

Pick the closest match. The panel on the right previews how that kind of agent answers.

Choice
What it does

Customer Support

Answers FAQs, hours, and policies from your content

Lead Qualification

Qualifies visitors and captures leads for your sales team

Shopping Assistant

Explains products and services, compares options, helps visitors choose

Start from scratch

No preset — we read your website and pick the closest role for you

You can change everything later, so don't overthink this. Your choice just pre-fills the agent's Identity and tone.

Step 4 — Your website

Enter your website address. We use it for two things:

  • Instructions — we read your site to tailor your agent's role, tone, and opening questions.

  • Knowledge — we add up to 30 pages to your agent's knowledge base so it can answer from your real content straight away.

Then click Create my agent.

No website?

Click Create without a website. Your agent is still created — you just add its knowledge yourself afterwards, from Knowledge → Documents / Text / Q&A. See KNOWLEDGE.

The scan only reads public pages. If your content sits behind a login or paywall, create the agent without a website and upload documents instead.

Step 5 — Building your agent

We then scan your site and build the agent, showing you each stage as it goes: opening your website, browsing your key pages, understanding your business, writing your agent's identity, tone and rules, and picking the best pages to learn from.

This usually takes under a minute. Your knowledge base keeps building in the background, so you don't have to wait for it to finish before you start using your agent.

When it finishes, click Open your agent.

You land in the agent editor with a first-run banner at the top, linking you to the three things worth doing next — check your instructions, add more knowledge, and deploy to your site.

The banner tells you one of three things:

Banner
Meaning

Working

The scan is still running in the background — your agent is usable, and more pages are still being added

Trained

Pages were added successfully and your agent can answer from them

Add knowledge

We couldn't read any pages — add documents, text, or Q&A yourself before going live

Seeing Add knowledge doesn't mean anything is broken. It usually means your site blocked our scanner, or it's behind a login. Add a few documents from Knowledge → Documents and your agent will work normally.

What to do next

  1. Check the Instructions. Go to Behavior → Instructions and read the identity we generated. Edit anything that isn't right — see BEHAVIOR: Instructions.

  2. Test it. Click Test agent in the top right and ask it the questions your customers actually ask.

  3. Add anything missing. Upload documents or add Q&A pairs under KNOWLEDGE.

  4. Put it live. Go to Deploy, turn your agent on, and copy the embed code.

Creating more agents later

From My agents, click Create agent. You get the same flow — the agent-kind choice and the website step — without the questionnaire, which you only answer once.

Your plan limits how many agents you can have. If you've reached the limit, you'll be prompted to upgrade — see Upgrading to Paid Plans.

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