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Create, train, test, and deploy your first AI Agent in about 5 minutes. This guide walks you through the ChatRos onboarding wizard and gets your assistant live on your website.

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Prerequisites

You’ll need an active ChatRos account. Sign up here if you haven’t already.

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Overview

1

Create your agent

A short guided wizard sets up a new AI agent for your business.
2

Add training data

Give the agent knowledge — files, text, your website, Q&A, or a product catalog.
3

Test it

Chat with your agent to check its answers before going live.
4

Deploy

Add it to your website (and any other channel) in a couple of clicks.
Estimated time: ~5 minutes.

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Step 1 — Create your agent

From your dashboard, click Create New Agent.
ChatRos agents page with the Create New Agent button

Your workspace's agents. Click “Create New Agent” to begin.

This opens a short 5‑step wizard.
1

Welcome

A quick intro showing your plan and how many agents it includes. Click Let’s go.
Onboarding wizard welcome step
2

Tell us about your business

Enter your business name and pick the type (Online shop, Services, Software/SaaS, Education, or Something else). Your agent uses this to introduce your business and answer accurately. Click Continue.
Business name and type step
3

Choose a handling mode

Pick how conversations are handled — you can change this anytime.
  • AI Handling (recommended) — your agent answers customers automatically, 24/7, and you can take over any conversation.
  • Manual Handling — you and your team reply to every message; the agent just collects them into one inbox.
AI Handling vs Manual Handling step
4

Name your agent

Set the agent name customers see in the chat, and optionally note what it helps with. Click Save agent.
Name your agent step
Your agent is created. Next, give it something to learn from.

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Step 2 — Add training data

Open Data Sources in the sidebar. This is where you add everything your agent learns from, and where you train it.
Data Sources page with file upload, text, Q&A, and catalog sources

The Data Sources hub — add sources, then train your agent.

Pick whichever sources fit your business — you can combine several:
Upload PDF, DOC, TXT, or CSV files — manuals, FAQs, product sheets, policies.
File Upload page

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Train the agent

After adding sources, click Train agent (top‑right, or Train now in the banner). Training usually takes 2–5 minutes depending on how much data you added.
Whenever you add or change a source, the agent needs a retrain to learn it — a banner reminds you when training is pending.

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Step 3 — Test your agent

Open Test Agent to chat with your agent in a live environment before deploying. Check its answers for accuracy, relevance, completeness, and tone.
Test AI Agent page with chat and agent status

Chat with your agent and confirm it answers well before going live.

Not happy with an answer? Add or refine a source (a Q&A pair is great for fixing a specific response), retrain, and test again.

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Step 4 — Deploy

Open Deploy to see every channel your agent can go live on — your website chat widget, a help page, WhatsApp, Messenger, Instagram, Telegram, and more.
Deploy page showing all channels

The Deploy page — connect any channel.

The fastest way to go live is the Chat Widget on your website. Click Configure Widget, set the name, welcome message, colors, and position, and watch the live preview.
Chat Widget configuration with live preview

Configure the chat widget, with a live preview.

Then open the Widget Script tab and copy the snippet:
Copy the snippet from your own dashboard — it contains your agent’s unique ID. The example above is illustrative.
Paste it into your website’s HTML, just before the closing </body> tag, on every page where you want the widget. Save and publish, then reload your site — the chat bubble appears in the corner.
On Shopify or WooCommerce? You don’t paste code — install through the ChatRos app/plugin instead. See Shopify and WooCommerce.

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🎉 Congratulations!

You’ve created, trained, tested, and deployed your first AI Agent. It’s now live and ready to help your visitors 24/7.

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What’s Next?

Monitor Performance

Track conversations and optimize your AI Agent’s performance

Deploy Everywhere

Connect your agent to WhatsApp, Messenger, Instagram, Telegram, and more

Best Practices

Learn proven strategies to maximize your AI Agent’s effectiveness

Product Catalog

Let your agent recommend products, prices, and variants from your catalog