Build Your First AI Agent

Create, train, test and launch your first AI Agent in about 10 minutes. Follow the six steps below, with a screenshot for each one.

When you finish, you will have an AI Agent that answers questions about your business and is ready to add to your website.

Before you start

The six steps

Step 1: Tell us about you

Enter your full name and your company name, then click Continue. The company name becomes the name of your workspace and your first agent.

Step 1 of 6: your name and company

Step 2: Choose how to start

Pick the quickest way to get your agent working. You can change anything later.

Step 2 of 6: three ways to start

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  Use a template: pick your industry and get a ready-made agent with a friendly voice, a welcome message and starter questions. Best if you are not sure where to begin.
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  Use my website: enter your website link and NexChat builds your agent from what is on your site.
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  Set up manually: start with a blank agent and add your own sources.

Using a template

Choose your industry from the list, such as Real Estate, Healthcare FAQ, Legal Services or E-Commerce Support. Click a template to read what it sets up, then click the Use button at the bottom to continue.

Ten industry templates, filtered by category at the top

Good to know: a template only sets how your agent talks. It adds no facts about your business, so you add your own information in the next step.

Step 3: Add training sources

This is where your agent learns about your business. The orange box lists good things to add for your industry. Add at least one source, then click Train & Continue.

Step 3 of 6: choose what your agent learns from

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  File: upload documents such as PDF, DOC or TXT. Good for price lists, manuals and FAQs.
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  Text: type or paste information directly, such as opening hours, fees and how to book.
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  Website: enter your website link and NexChat reads the pages for you.
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  Q&A: add question and answer pairs for the questions customers ask most.

Example: adding a text source

Click Text, give it a short title, paste your information and click Add text snippet. Your source then appears in the Sources panel. Close the window and click Train & Continue.

A text source with opening hours, booking details and fees

Step 4: Customize how it looks

Make the chat window match your brand. The preview on the right updates as you type.

Step 4 of 6: name, logo, colour, welcome message and questions

• Agent display name: the name visitors see at the top of the chat
• Logo: upload a PNG or JPG up to 2MB
• Theme colour: pick a colour or enter your own hex code
• Welcome message: the first thing visitors read
• Suggested questions: buttons that help visitors start a chat
• Chat position: bottom right or bottom left of your website

Click Continue when you are happy with the preview.

Step 5: Set its personality

Choose how your agent behaves. If you used a template, this is already filled in for you, so you can usually just continue.

Step 5 of 6: agent type, AI model and instructions

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  Agent type: General, Customer Support, Sales or Technical Support, or create your own.
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  AI model: the default works well for most businesses.
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  System instructions: the rules your agent follows. You can edit them any time.
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  Temperature and response length: lower temperature gives more focused answers, higher gives more varied answers.

Click Continue to Playground.

Step 6: Test and launch

The Playground lets you chat with your agent before anyone else can. Type a question in the chat on the right, or click one of the suggested questions, and check the answer.

The Playground: a live chat preview on the right, settings on the left

Test with real questions your customers would ask. Check that answers are correct and the tone sounds right. If an answer is wrong or missing, add the information to your sources and train again.

When you are happy, click Launch Agent. Your agent is now live in your dashboard.

Add your agent to your website

From your dashboard, open your agent and click Deploy in the left menu. You will see your channels: Chat widget, Email and WhatsApp. Click Manage on the Chat widget.

Deploy: all your channels in one place

Publish, then copy your embed code

Click Publish Changes at the top right so your latest look and wording go live. Then open the Embed tab, choose Chat Widget (Script) and copy the code underneath.

Publish your changes, then copy the embed code from the Embed tab

Paste the code into your website just before the closing </body> tag, then save and publish your website. It works on WordPress, Shopify and any HTML site.

Prefer to embed with an iframe, or in a React app? Choose Iframe Embed or React Component on the same tab.

What's next?

• Add more sources: open Sources in your agent to add files, text, websites or Q&A at any time
• Watch real conversations: the Activity and Analytics sections show what visitors ask
• Capture leads: see Collect Leads
• Learn what works: read the Best Practices guide