Automate your chat interactions and streamline communication with a Chat AI Agent. This guide shows you how to set up, configure, and deploy your own Chat AI Agent for responsive, AI-powered conversations.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create your Chat AI Agent:

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1. Access the AI Agent dashboard

Go to the AI Agent tab and select New AI Agent to start creating your chat automation agent. AI Agent dashboard

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2. Choose Chat agent type

Select Chat from the agent type options to build a bot for chat-based interactions and intelligent responses. Select Chat Agent type

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3. Configure your agent settings

Name your agent and set up the following options:
  • Name: Enter a descriptive name (e.g., “My Chat AI Agent”).
  • AI Model: Choose an AI model for generating responses.
  • Action: Define actions your agent can trigger during conversations.
  • Prompt: Enter instructions to guide your agent’s behavior.
Click Next when you finish configuring your agent. Configure agent settings Configure agent settings Configure agent settings

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4. Integrate and test the chat widget

Copy the provided widget code and paste it into your website’s HTML to display the chat widget. Or, click Text to Test to try the widget immediately. Chat widget example Chat widget example Chat widget example
Notes:
  • API keys from the Integrations tab apply automatically to chat features.
  • Ensure your configuration is complete before testing the chat assistant.