User Guide

Everything you need to build, deploy, and manage your AI assistants — step by step.

Creating an Agent

Build your first AI chatbot in four guided steps.

Choose a Template (Optional)

When you click Create Agent, you'll first see a gallery of industry templates. Pick one to pre-fill the system instruction and sample knowledge base, or choose Start from Scratch.

Available templates include Customer Support, E-commerce, Education, Hospitality, Fitness, Travel, and more.

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Tip: Templates are a great way to get started quickly. You can always customise the system instruction and knowledge base after creation.

Compliance Questionnaire

After selecting a template (or choosing to start from scratch), you'll be asked a short compliance questionnaire with 5 yes/no questions. This ensures your agent handles data responsibly.

Does your agent handle health-related data?
Does it contain tenant history or housing data?
Does it store financial credentials?
Are you a regulated entity?
Do you have end-user consent for data processing?

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Important: If your answers indicate sensitive data handling, your account may require a Data Processing Agreement (DPA) approval from our admin team before you can proceed.

Step 1 - Basic Info

Enter the core details for your agent:

Agent Name - A descriptive name (2–100 characters)
System Instruction - The personality, behaviour, and rules for your agent (10–2,000 characters). This is auto-populated if you chose a template.
AI Model - Select from available AI providers (e.g., Groq, OpenAI)

Step 2 - Customisation

Personalise the look and feel of your agent:

Welcome Message - The first message visitors see when the chat widget opens (up to 500 characters)
Theme Colour - Pick a brand colour using the colour picker to match your website

Step 3 - Knowledge Base

Optionally add initial knowledge for your agent. You can paste text content (up to 100KB) that will be automatically chunked and embedded for AI retrieval.

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Note: You can add more knowledge sources later - including file uploads, URL crawling, and Google Docs sync. See the Knowledge Base section for details.

Step 4 - Consent & Create

Review and confirm:

Check the consent box confirming your agent won't process sensitive personal data without proper agreements
Click Create Agent

Your agent will be created with a unique ID and you'll be redirected to its detail page where you can manage all settings, test the chat, and add more knowledge.

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