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Quick start: from sign-up to a live chat widget

Create an intoCHAT account, build your first AI agent from a template, train it on your website, test it and add the chat widget to your site in five steps.

This guide takes you from a new account to a chat bubble on your website. You need your website's address and access to its HTML, or to its WordPress or Shopify admin.

The Free plan includes 1 agent, 25 messages a month, 100K characters of training content and 1 website crawl a month, enough to try the whole flow. See pricing for the paid plans.

1. Create your account

Sign up with your email address and a password, or with Google. If you signed up with email, sign in afterwards. You start on the Dashboard.

2. Create an agent

  1. Click New agent in the sidebar.
  2. Pick a starting point, such as Customer Support Agent or Sales Agent. The template fills in the agent's instructions, and you can edit every word later. Choose Start from scratch to write your own instructions (at least 100 characters).
  3. Keep or change the suggested Agent name. It also appears in the header of the chat window, so choose a name visitors understand.
  4. Click Create agent.

The new agent opens on its Knowledge tab.

3. Add knowledge and train

  1. Under Add knowledge, open Website and enter your address, for example https://example.com.
  2. Click Find pages and review the list. Untick pages that don't help visitors, such as legal notices or old news.
  3. Click Add … selected pages and wait until the pages show added.
  4. Optionally add files, text snippets or Q&A pairs in the other tabs.
  5. Click Train agent at the top of the tab. Wait until the status reads that all sources are trained.

Adding pages uses one of your monthly crawls, so on the Free plan choose your pages carefully. Sources are saved as soon as you add them, but the agent only uses them after training. More in Website crawl, Files and Text and Q&A.

4. Test and adjust

  1. Click Save changes in the header if you edited anything. Your website only uses saved settings, while the Playground already answers with the instructions on screen, saved or not.
  2. Open Playground and ask the questions your visitors ask most often. Check that the answers are correct, and that the agent admits it when your content doesn't cover something.
  3. If an answer is wrong or vague, add a Q&A pair with the right answer on the Knowledge tab and train again.
  4. On Appearance, set the welcome message, suggested questions and colors, then save.

5. Add the widget to your site

  1. Open Share and click Copy Code in the Bubble Chat card. The code already contains your agent ID:

    <script src="https://www.intochat.ai/api/embed.js" data-chatbot-id="YOUR_AGENT_ID"></script>

  2. Paste it just before the closing </body> tag, ideally in a footer or layout file that every page uses.

  3. Reload your site. The chat bubble appears in the bottom corner, with the colors and position from Appearance.

On WordPress you can use the official plugin instead, and on Shopify you paste the code into your theme. See Script tag, WordPress and Shopify.

Duplicate an agent

To start a second agent from one you have already built, for example for another language or website, go to Agents in the sidebar, open the three-dot menu on the agent and choose Duplicate. The copy opens right away, named after the original with "(copy)" at the end.

  • Copied: all settings, including instructions, guardrails, appearance, lead collection and allowed domains, plus the knowledge sources and actions.
  • Not copied: conversations and leads.
  • The knowledge comes over already trained, so the copy answers like the original from its first message. Duplicating doesn't retrain anything or use a website crawl. Sources that weren't trained yet stay pending in the copy.
  • The copy has its own agent ID, so it needs its own embed code from Share.

The copy counts as one of your plan's agents. Duplicating is refused when you have reached your plan's agent limit, or when the agent's knowledge is over your plan's characters per agent. See Plans and limits.

Next steps

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