Build Your First AI Agent

Create, train, and deploy your first AI Agent in under 5 minutes. Follow this step-by-step guide to get your intelligent assistant live on your website.

Prerequisites

You’ll need an active SoftiusTech account to follow this guide. Sign up here if you haven’t already.

Overview

Here’s what we’ll accomplish in this guide:

Create & Train Your Agent - Set up a new AI Agent and train it using your website or documents
Test & Optimize - Use the test page to test responses and fine-tune performance using the Compare feature
Deploy to your Website - Add your AI Agent to your website with a simple embed code

Estimated time: 5 minutes from start to finish

Step 1: Create & Train Your AI Agent

Navigate to Your Dashboard

After signing into your SoftiusTech account, go to your main dashboard. Click the “Create New Agent” button to get started.

SoftiusTech dashboard with Create New Agent button highlighted

Select Agent Mode

Choose the mode that best fits your needs. Select your preferred agent configuration to continue.

Name Your Agent

Enter a name for your AI Agent. Choose a name that reflects its purpose or your brand.

Configure Manual Mode (If Selected)

If you chose manual mode, you’ll see deployment options. Configure your preferred deployment settings.

Choose Your Training Data

Your AI Agent needs information to learn from. You can train it using various data sources:

Files
Raw Text
Website
Q&A

Upload your documentsTrain your agent on your documents.Best for: Business documents, manuals, FAQs, product information, etc.

Review & Start Training

Click “Train Agent” to begin the training process.

Train Agent button to start training process

Training typically takes 2-5 minutes depending on the amount of data. You can proceed to the next step while training completes.

Character Limits: Different plans have different character limits for training data. Check your plan if you hit any limits.

Step 2: Test & Optimize Your AI Agent

Access the Test Agent Page

Once training begins, you can go to the Test Agent page - your testing environment where you can chat with your AI Agent and fine-tune it before making it live.

Test Agent page showing chat testing area

Evaluate Response Quality

As you test, look for:

Accuracy - Are responses factually correct?
Relevance - Does it answer what was asked?
Completeness - Are responses comprehensive but concise?
Tone - Does it match your brand voice?

Step 3: Deploy to Your Website

Navigate to the Deploy Section

Once you’re satisfied with your AI Agent’s responses, it’s time to make it live! Navigate to the “Deploy” tab in the sidebar, and toggle the switch on the “Chat widget” card to enable the agent.

Deploy section showing Chat widget card with toggle switch to enable the agent

Disabled vs Enabled: Disabled agents are only accessible to workspace members. Enabled agents can be embedded on websites and accessed by anyone with the link.

Choose Your Deployment Method

SoftiusTech offers multiple deployment methods including chat widget, help page, and integrations with WhatsApp, WordPress, and other platforms.

Deploy tab showing all available deployment channels

In this guide, we’ll use the Chat widget option as it’s most common. Click on Manage on chat widget then select Embed.

Get Your Embed Code

In this guide we’ll use the Chat widget option. Copy the provided JavaScript code snippet.

Add Code to Your Website

1. Locate Your Site’s HTML Find where you can add JavaScript code to your website. This is usually in the <head> section or before the closing </body> tag.

For fast loading: Place the script just before the closing </body> tag to ensure your page content loads first, then the chat widget appears.For immediate availability: Place the script in the <head> section to load the chat widget as early as possible, though this may slightly delay your page’s initial render.

2. Paste the Code Copy and paste the embed script into your website’s HTML. If you’re using a CMS like WordPress, there’s usually a “Custom HTML” or “Scripts” section. 3. Save and Publish Save your changes and publish your website updates.

Verify Installation

Visit your website and look for the chat bubble. Click it to test the integration!

Success! Your AI Agent is now live and ready to help your website visitors. Need more control over your widget? Check out our Developer Guides for more information on JavaScript embed, widget control options, and advanced features.

Customize Appearance (Optional)

Want to match your brand? Check out our settings guide for style and content customization.

Branding Options

Upload custom chat bubble icon
Change bubble colors to match your brand
Customize welcome messages
Set initial questions users can click

Behavior Settings

Auto-open chat after delay
Collect user feedback
Regenerate messages

🎉 Congratulations!

You’ve successfully created, trained, tested, and deployed your first AI Agent! Here’s what you’ve accomplished: ✅ Created an intelligent AI Agent trained on your data ✅ Tested and validated response quality ✅ Deployed it live on your website ✅ Made it accessible to your visitors 24/7

What’s Next?

Monitor Performance

Track conversations and optimize your AI Agent’s performance

Advanced Features

Add actions like lead capture, appointment booking, and more

Best Practices

Learn proven strategies to maximize your AI Agent’s effectiveness

API Integration

Build custom integrations with our powerful API

Need help? Our support workspace is here to assist you. Visit our Help Center or check out the FAQ section for common questions.

Quick Start

AI Agent Management

Prerequisites

Overview