Zero to Hero: Your First AI Agent in 10 Minutes

1. Prerequisites

Before you begin, make sure you have:

• A Chat.co account — Sign up at chat.co/waitlist if you haven't already
• A document to upload — PDF, Word doc, or text file (we'll use this to train your bot)
• 5-10 minutes — That's all it takes to get your first bot running

2. Create Your Chatbot

Let's create your first AI knowledge agent:

1. Navigate to Dashboard

   After logging in, you'll land on your dashboard. Click the + Create Chatbot button in the top right corner.

2. Name Your Bot

   Give your chatbot a descriptive name like "Product Support Bot" or "Company FAQ Assistant". This helps you identify it later.

3. Choose Your AI Model

   Select the AI model for your chatbot. We recommend starting with Claude 3.5 Sonnet for the best balance of speed and accuracy.

4. Click Create

   That's it! Your chatbot is now created and ready to be trained.

3. Upload a Document

Now let's give your chatbot some knowledge to work with. Chat.co supports multiple file types and data sources.

Supported File Types

Upload Steps

1. Go to Sources

   In your chatbot dashboard, click Sources in the sidebar navigation.

2. Click Add Source

   Choose Upload Files to add documents, or Crawl Website to import content from a URL.

3. Select Your File

   Drag and drop your file or click to browse. The system will automatically process and index the content.

4. Wait for Processing

   Processing typically takes 30 seconds to a few minutes depending on file size. You'll see a green checkmark when complete.

4. Customize Appearance

Make your chatbot match your brand. Chat.co offers extensive customization options.

Key Settings

Navigate to Appearance in the sidebar to access all customization options.

5. Test in Preview Mode

Before deploying, test your chatbot to ensure it's working correctly.

1. Open Preview

   Click the Test Bot button in the top navigation bar.

2. Ask Questions

   Try asking questions related to the content you uploaded. For example, if you uploaded a product FAQ, ask "What is your return policy?"

3. Check Citations

   Verify that responses include citations pointing to the source documents. This builds trust with your users.

4. Test Edge Cases

   Ask questions outside your content to see how the bot handles unknown topics. It should gracefully indicate when it doesn't have information.

6. Deploy with Embed Code

Your chatbot is ready! Let's get it live on your website.

Get Your Embed Code

1. Go to Deployment

   Click Deployment in the sidebar navigation.

2. Choose Widget Type

   Select between a floating bubble widget or an inline iframe embed.

3. Copy the Code

   Click the copy button to grab the embed snippet.

Add to Your Website

Paste the embed code just before the closing </body> tag on your website:

<script
  src="https://widget.chat.co/embed.js"
  data-chatbot-id="YOUR_CHATBOT_ID"
  async
></script>

That's it! Your chatbot will now appear on your website as a floating widget in the bottom right corner.

7. Next Steps

Congratulations! You've successfully created and deployed your first AI knowledge agent. Here's what to explore next: