Get started with Chatsy: from sign-up to your first conversation
Create a Chatsy agent from your website, test it privately, turn on public access and install the widget. Includes what the Free plan leaves out.
Updated
A new Chatsy workspace opens with a short setup wizard that builds your first AI agent from your website. After that, four steps on the agent's Overview page take it from a private test to a live widget: add knowledge, test the answers, turn on public access and install the script. This guide follows those screens in order and flags what each plan includes.
Before you start
You need three things:
- A Chatsy account. Sign up with email. The Free plan needs no credit card.
- Help content the agent can answer from. A public website works. So do PDF, Word, Markdown, HTML, CSV or text files, or answers you type yourself.
- Access to your website's HTML (or its site builder's custom-code setting) for the final install step.
Check which plan fits before you invite customers in. The Free plan includes one agent, 40 message credits a month and five budget models. Live chat, the email inbox and the help center start on Hobby.
| What you want to use | Free | Hobby and above |
|---|---|---|
| AI agent that answers from your sources | Yes (1 agent) | Yes (1 to 10 agents by plan) |
| Whole-site crawl | No: one page or a list of links | Yes |
| Live chat with human handoff | No | Yes |
| Email inbox and tickets | No | Yes |
| Public help center | No | Yes |
| Remove "Powered by Chatsy" | No | Standard and above |
Compare every limit on the pricing page.
Step 1: Run the setup wizard
The wizard walks through five screens. You can skip it and set the agent up by hand.
| Step | Screen title | What you do |
|---|---|---|
| Knowledge | Start with your website | Enter your site address. Chatsy reads it and matches the widget to your site's colors. No website? Use a file or some text instead. |
| Name | Name your agent | Pick the name customers see in the chat widget. You can change it later. |
| Personality | Set its tone of voice | Choose Friendly, Professional or Concise and write the first message visitors see. |
| Style | Style the widget | Pick a color. The preview updates as you choose. |
| Test | Ask it a real question | Try a question your customers ask. Only you can see this chat. |
While Chatsy builds the agent it shows each task as it finishes: create the agent, add your source, style the widget. When it ends with Your agent is ready, open the agent.
Step 2: Add the rest of your knowledge
One website page is rarely enough. Open the agent and go to Knowledge, then add the policies, product pages and help articles customers ask about. On paid plans you can crawl a whole site; on Free, add pages one at a time or paste a list of links.
The full list of source types, limits and refresh steps is in Add knowledge sources.
Step 3: Test the answers
Open Playground from the agent's menu and ask the questions you get most often, plus a few you know your content does not cover. For each answer, check three things:
- Is it correct, and does the cited source say the same thing?
- When the content does not cover the question, does the agent say so instead of guessing?
- Is the tone right for your customers?
Fix a wrong answer at the source: edit or add the page, then re-read it in Knowledge. Changing the agent's instructions in Settings → AI helps with tone and scope, not with missing facts.
Step 4: Turn on public access
New agents are private. The widget script will not load on your site until you switch on Allow public chats in the agent's settings. Until then the Overview shows "Public access is off, so the script will not load yet."
Turn it on only after the Playground answers pass your checks.
Step 5: Install the widget
Copy the script from the Deploy panel on the agent's Overview, or from Settings → Sharing → Link and embed, and paste it just before </body> on your site. Platform steps and troubleshooting are in Install the chat widget.
If you cannot edit your site yet, the same panel gives you a hosted chat link you can share by email or put behind a "Chat with us" button.
Step 6: Plan for the questions it cannot answer
Before real visitors arrive, decide what happens when the agent cannot help:
- On Hobby and above, turn on the Live chat module so the agent can hand a conversation to your team. See Hand conversations to your team.
- On any plan, visitors can leave an email address for a follow-up, and Chatsy emails the agent owner with the question.
- On Hobby and above, connect a support address to the Inbox so email requests become tickets. See Connect your support email.
After launch
Review the agent's Conversations and Analytics pages in the first week. Analytics lists questions the agent struggled with: replies rated not helpful, questions with no answer found and conversations handed to a person. Each one points to content you should add or fix.
Keep an eye on credits too. Each AI reply uses 1 to 30 credits depending on the model. Message credits shows how many replies each plan covers.