> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatros.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Build Your First AI Agent

> Create, train, and deploy your first AI Agent in under 5 minutes

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 ChatRos account to follow this guide. [Sign up here](https://chatros.com/register) if you haven't already.

## Overview

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

1. **Create & Train Your Agent** - Set up a new AI Agent and train it using your website or documents
2. **Test & Optimize** - Use the test page to test responses and fine-tune performance using the Compare feature
3. **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 ChatRos account, go to your main dashboard. Click the **"Create New Agent"** button to get started.

<img src="https://mintcdn.com/softiustech/HEwvsBA4eYIMV6Ls/images/user-guides/quick-start/first-agent/create-agent.png?fit=max&auto=format&n=HEwvsBA4eYIMV6Ls&q=85&s=3bf07ba8a6f147021e1f1b699f1ead2c" alt="ChatRos dashboard with Create New Agent button highlighted" width="1903" height="871" data-path="images/user-guides/quick-start/first-agent/create-agent.png" />

### Select Agent Mode

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

<img src="https://mintcdn.com/softiustech/HEwvsBA4eYIMV6Ls/images/user-guides/quick-start/first-agent/choose-mode.png?fit=max&auto=format&n=HEwvsBA4eYIMV6Ls&q=85&s=8929fd0f6370d78efdee6eda91cb2f34" alt="Agent mode selection screen" width="1900" height="867" data-path="images/user-guides/quick-start/first-agent/choose-mode.png" />

### Name Your Agent

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

<img src="https://mintcdn.com/softiustech/hpyWirKvYpwMyL-5/images/user-guides/quick-start/first-agent/agent-name.png?fit=max&auto=format&n=hpyWirKvYpwMyL-5&q=85&s=4bd93c9900d453b8e80918c10befa8d4" alt="Agent name input screen" width="938" height="771" data-path="images/user-guides/quick-start/first-agent/agent-name.png" />

### Configure Manual Mode (If Selected)

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

<img src="https://mintcdn.com/softiustech/hpyWirKvYpwMyL-5/images/user-guides/quick-start/first-agent/deploy.png?fit=max&auto=format&n=hpyWirKvYpwMyL-5&q=85&s=ee56cb7543a3c1bd236cdefd7aef919f" alt="Manual mode deployment configuration" width="1886" height="770" data-path="images/user-guides/quick-start/first-agent/deploy.png" />

### Choose Your Training Data

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

<Tabs>
  <Tab title="Files">
    **Upload your documents**

    Train your agent on your documents.

    **Best for:** Business documents, manuals, FAQs, product information, etc.

    <img src="https://mintcdn.com/softiustech/EJ5gUrlQFtCA_b-s/images/user-guides/quick-start/first-agent/file-upload.png?fit=max&auto=format&n=EJ5gUrlQFtCA_b-s&q=85&s=6e6ab8ab69d14846675c233e468506a8" alt="File upload interface for training data" width="1896" height="870" data-path="images/user-guides/quick-start/first-agent/file-upload.png" />
  </Tab>

  <Tab title="Raw Text">
    **Paste text directly**

    Add text content directly without uploading files.

    **Best for:** Copy-pasted content, quick testing, formatted text snippets.

    <img src="https://mintcdn.com/softiustech/HbCXKk5i9G5DOoLO/images/user-guides/quick-start/first-agent/text-content.png?fit=max&auto=format&n=HbCXKk5i9G5DOoLO&q=85&s=0444e4455d8b08209e9177b290ee6292" alt="Text content input interface" width="1907" height="868" data-path="images/user-guides/quick-start/first-agent/text-content.png" />
  </Tab>

  <Tab title="Website">
    **Crawl your website**

    Automatically scrape content from your website URL.

    **Best for:** Documentation sites, blogs, knowledge bases, product pages.

    <img src="https://mintcdn.com/softiustech/c9-cOrIOo61xpmkT/images/user-guides/quick-start/first-agent/website.png?fit=max&auto=format&n=c9-cOrIOo61xpmkT&q=85&s=833f70c91438d0e6216dee7fc2986c08" alt="Website crawling interface" width="1899" height="866" data-path="images/user-guides/quick-start/first-agent/website.png" />

    **Individual Links**

    You can also add specific individual page URLs instead of crawling the entire site. This gives you precise control over which pages to include in your training data.

    <img src="https://mintcdn.com/softiustech/0xw6xtHLtUASGx_n/images/user-guides/quick-start/first-agent/individual.png?fit=max&auto=format&n=0xw6xtHLtUASGx_n&q=85&s=95f1f688b2ec037dd4fe9b1b598365bc" alt="Individual link input interface" width="1106" height="775" data-path="images/user-guides/quick-start/first-agent/individual.png" />
  </Tab>

  <Tab title="Q&A">
    **Add question-answer pairs**

    Create specific Q\&A pairs for precise responses.

    **Best for:** FAQs, common customer questions, specific scenarios.

    <img src="https://mintcdn.com/softiustech/c9-cOrIOo61xpmkT/images/user-guides/quick-start/first-agent/qa.png?fit=max&auto=format&n=c9-cOrIOo61xpmkT&q=85&s=ed8b1158ee2365f1d1944074a7d3e480" alt="Q&A pairs input interface" width="1896" height="864" data-path="images/user-guides/quick-start/first-agent/qa.png" />
  </Tab>
</Tabs>

### Review & Start Training

Click **"Train Agent"** to begin the training process.

<img src="https://mintcdn.com/softiustech/dAHT1m5wJ7bsENVL/images/user-guides/quick-start/first-agent/train-agent.png?fit=max&auto=format&n=dAHT1m5wJ7bsENVL&q=85&s=4040edd3b48a8772ea144ed5ddc2cab8" alt="Train Agent button to start training process" width="1895" height="861" data-path="images/user-guides/quick-start/first-agent/train-agent.png" />

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

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

## 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.

<img src="https://mintcdn.com/softiustech/ZFFOz0aPEWW3oOeG/images/user-guides/quick-start/first-agent/test-agent.png?fit=max&auto=format&n=ZFFOz0aPEWW3oOeG&q=85&s=b89de7bdefd70ae9ca641be323dcedab" alt="Test Agent page showing chat testing area" width="1897" height="865" data-path="images/user-guides/quick-start/first-agent/test-agent.png" />

### 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.

<img src="https://mintcdn.com/softiustech/okqDlUN5wxrSbD-y/images/user-guides/quick-start/first-agent/deploy-website.png?fit=max&auto=format&n=okqDlUN5wxrSbD-y&q=85&s=5e56af507a40939742a629b3a1937fd1" alt="Deploy section showing Chat widget card with toggle switch to enable the agent" width="1905" height="868" data-path="images/user-guides/quick-start/first-agent/deploy-website.png" />

<Warning>
  **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.
</Warning>

### Choose Your Deployment Method

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

<img src="https://mintcdn.com/softiustech/u0VKuFvtj5m_C74c/images/user-guides/quick-start/first-agent/all-channel.png?fit=max&auto=format&n=u0VKuFvtj5m_C74c&q=85&s=d914dc4a286f0fb11e8524a501c35db3" alt="Deploy tab showing all available deployment channels" width="1862" height="804" data-path="images/user-guides/quick-start/first-agent/all-channel.png" />

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

<img src="https://mintcdn.com/softiustech/xYD5FxVKs4flVzOv/images/user-guides/quick-start/first-agent/chat-widget.png?fit=max&auto=format&n=xYD5FxVKs4flVzOv&q=85&s=398e87522363517f1d1f7f5f333c268a" alt="Chat widget embed configuration" width="1609" height="804" data-path="images/user-guides/quick-start/first-agent/chat-widget.png" />

### Get Your Embed Code

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

<img src="https://mintcdn.com/softiustech/hbMqlmGN3HgkvfpZ/images/user-guides/quick-start/first-agent/widget-code.png?fit=max&auto=format&n=hbMqlmGN3HgkvfpZ&q=85&s=679d1ad4e0b10b1c9b4f8fe4583ff5c6" alt="JavaScript embed code ready to copy" width="1069" height="764" data-path="images/user-guides/quick-start/first-agent/widget-code.png" />

### 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.

<Tip>
  **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.
</Tip>

**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!

<img src="https://mintcdn.com/softiustech/bsjoNmPaVdHJ0GI7/images/user-guides/quick-start/first-agent/verify-installation.png?fit=max&auto=format&n=bsjoNmPaVdHJ0GI7&q=85&s=f7efae40afc352e88b42fb8d4d518ece" alt="Live AI Agent chat bubble on a website" width="1723" height="757" data-path="images/user-guides/quick-start/first-agent/verify-installation.png" />

**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.

<img src="https://mintcdn.com/softiustech/Hf_h0TRVylUvtG0p/images/user-guides/quick-start/first-agent/customize.png?fit=max&auto=format&n=Hf_h0TRVylUvtG0p&q=85&s=0b697fadd49c44f8f793b1d2aeb61c8d" alt="Chat interface customization options" width="1484" height="756" data-path="images/user-guides/quick-start/first-agent/customize.png" />

#### 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?

<CardGroup cols={2}>
  <Card title="Monitor Performance" icon="chart-line" href="/user-guides/agent/analytics">
    Track conversations and optimize your AI Agent's performance
  </Card>

  <Card title="Advanced Features" icon="wand-magic-sparkles" href="/user-guides/agent/actions/actions-overview">
    Add actions like lead capture, appointment booking, and more
  </Card>

  <Card title="Best Practices" icon="lightbulb" href="/user-guides/quick-start/best-practices">
    Learn proven strategies to maximize your AI Agent's effectiveness
  </Card>

  <Card title="API Integration" icon="code" href="/api-reference/introduction">
    Build custom integrations with our powerful API
  </Card>
</CardGroup>

***

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