Ready to deploy your first AI agent? This step-by-step guide will take you from zero to a production-ready customer support agent in under 30 minutes.

What You'll Build

By the end of this tutorial, you'll have:

✅ An AI agent trained on your content
✅ A chat widget embedded on your website
✅ Automatic ticket creation for complex issues
✅ Analytics to track performance

Prerequisites

A Chatsy account (sign up free)
Some content to train your agent (documentation, FAQs, etc.)
A website where you'll embed the widget

Step 1: Create Your Agent

Log into your Chatsy dashboard
Click "New Chatbot"
Give it a name (e.g., "Support Agent")
Choose your primary color to match your brand

💡 Tip: Choose a name customers will see. "Support Agent" 
   feels more professional than "Bot 1".

Step 2: Add Your Knowledge

Your agent is only as good as its knowledge. Let's give it something to work with.

Option A: Crawl Your Website

Go to Sources tab
Click "Add Source" → "Website"
Enter your website URL
Click "Crawl"

The crawler will automatically find and index all pages. This typically takes 2-10 minutes depending on site size.

Option B: Upload Documents

Go to Sources tab
Click "Add Source" → "Upload"
Drag and drop your files (PDF, DOCX, TXT, CSV)

Supported formats:

PDF (including scanned with OCR)
Word documents (.docx)
Text files (.txt, .md)
Spreadsheets (.csv, .xlsx)

Option C: Use the Knowledge Base CMS

Enable the Knowledge Base module (Growth+ plans)
Go to Knowledge Base in the sidebar
Create articles directly in our editor

This is ideal for maintaining living documentation that you update regularly.

Step 3: Customize Your Agent

System Prompt

The system prompt defines your agent's personality and boundaries. Go to Settings → Behavior.

Example prompt:

You are a helpful customer support agent for [Your Company].

Key behaviors:
- Be friendly and professional
- Only answer questions based on the provided knowledge base
- If you don't know something, say so honestly
- Offer to create a support ticket for complex issues

Never:
- Make up information
- Discuss competitors
- Share internal processes not in the knowledge base

Choose Your AI Model

Different models have different capabilities:

Model	Best For	Speed	Cost
GPT-4o Mini	Simple Q&A	⚡⚡⚡	$
GPT-4o	Complex reasoning	⚡⚡	$$
Claude 3.5 Sonnet	Long conversations	⚡⚡	$$
GPT-4 Turbo	Maximum capability	⚡	$$$

Start with GPT-4o Mini and upgrade if needed.

Step 4: Test Your Agent

Before going live, test extensively:

Click "Preview" in the top right
Ask questions your customers would ask
Try edge cases and unusual phrasings
Verify answers are accurate

Common test scenarios:

❓ "What are your business hours?"
❓ "How do I cancel my subscription?"
❓ "I have a problem with..." (should offer ticket creation)
❓ "Tell me about [competitor]" (should decline politely)

Step 5: Deploy to Your Website

Get the Embed Code

Go to Settings → Widget
Make sure your agent is marked as "Public"
Copy the embed code

html
<script 
  src="https://chatsy.app/api/embed-script/YOUR_CHATBOT_ID" 
  async 
  defer
></script>

Add to Your Website

Paste the script before the closing </body> tag:

html
<!DOCTYPE html>
<html>
<head>...</head>
<body>
  <!-- Your website content -->
  
  <!-- Chatsy Widget -->
  <script 
    src="https://chatsy.app/api/embed-script/abc123" 
    async 
    defer
  ></script>
</body>
</html>

The widget will appear in the bottom-right corner automatically.

Platform-Specific Instructions

WordPress: Add to your theme's footer.php or use a plugin like "Insert Headers and Footers"

Shopify: Go to Online Store → Themes → Edit code → theme.liquid, add before </body>

Webflow: Project Settings → Custom Code → Footer Code

React/Next.js:

tsx
import Script from 'next/script'

export default function Layout({ children }) {
  return (
    <>
      {children}
      <Script 
        src="https://chatsy.app/api/embed-script/abc123"
        strategy="lazyOnload"
      />
    </>
  )
}

Step 6: Set Up Escalation

When your agent can't help, it should create a ticket.

Enable the Mailbox module (Growth+ plans)
Go to Mailbox → New Mailbox
Add your support email
Verify your email address

Now when the agent escalates, you'll receive tickets with full conversation context.

Step 7: Monitor & Improve

Analytics Dashboard

Check your analytics regularly:

Conversations: Total chats over time
Resolution Rate: % resolved without escalation
Common Topics: What customers ask most
Satisfaction: How customers rate interactions

Continuous Improvement Loop

Review Analytics
      ↓
Identify Gaps (common questions with low satisfaction)
      ↓
Add/Update Knowledge
      ↓
Test Changes
      ↓
Deploy
      ↓
Repeat

Next Steps

Now that your agent is live:

Add custom actions: Connect to your CRM, check order status, etc.
Enable live chat: Let humans take over when needed
Set up the knowledge base: Create a public help center
Invite your team: Collaborate on responses

Common Issues

Agent says "I don't know" too often

Add more content to your knowledge base
Check that your content covers the questions being asked
Lower the confidence threshold in settings

Widget doesn't appear

Check browser console for errors
Verify the chatbot is marked as "Public"
Clear your browser cache

Answers are inaccurate

Review and update your source content
Add clarifying information for ambiguous topics
Consider using a more capable model

Need Help?

Our AI agent is trained on this very documentation. Ask it anything! And yes, a human can take over if needed.

Start Building →

From Idea to Production: Building Your First AI Agent