This simple guide is designed to walk you how to build and deploy your very first Agent inside of Chatbase. After you finish this guide you will have a fully working Agent embedded and live on your website ready to start talking with your users. Here’s what we’re going to do.
1

First Step

Create a new Agent and train it on a website URL.
2

Second Step

Test the responses of the Agent in the playground.
3

Third Step

Integrate the new Agent into your website or app.
Before you start, you will need a live Chatbase account

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First Step

Once you are signed into Chatbase you will need to Navigate to the Dashboard. On this page you will want to click on the “New AI Agent” button.
Create your first agent screen
On the next page you’ll need to give the Agent some information in which to be trained on. This allows your Agent to know about your business, website, product or services. You can choose from the following options:
  1. Files (supported file types.pdf, .doc, .docx, .txt)
  2. Text
  3. Website
  4. URL
  5. Notion
Agent knowledge option menu
But for this example we’re going to use the Website option. Click on Website then enter or paste in a URL.
Enter the website URL screen
Next, press “Fetch links”. This will allow our crawlers to visit the website URL and fetch all of the available information to train our Agent.
Fetch links screen
Once the links have been fetched your should see a list of available links along with a number. In this example we have 385 available for training.
List of available links for training
Next, press the “Create Agent” to begin the training.
Start training your agent on new data

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Second Step

Once training is underway you’ll be brought through to the Playground screen where you can start to test your Agent. Here you should test some simple queries that might be asked by your users.
Playground testing screen
If you would like to tweak how your Agent responds, you can open up the Menu in the top right of the playground screen. Here you can change:
  1. AI Model
  2. Temperature
  3. System prompt
  4. Instructions
List of available links for training
For your first Agent we suggest leaving these as default until you see some analytics and chatlogs.

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Third Step

Once you’re happy with how it is responseding, lets embed it into a website. Navigate to the “Connect” page from the top menu.
The Connect screen to integrate your Agent into a website
Next we need to make our Agent Public so that it is made available for users to interact with.
Make the Chatbase Agent public.
Once Public, you’ll have two options.
  1. Embed the chat bubble
  2. Embed the iframe directly
For this, we’ll keep Embed a chat bubble selected.
Embedding your Agent into your site.
Now copy the below script and add it to your site or send it to whoever manages your website or application.
Copy the script to add to your website.
Once done you will have a working Chatbase Agent live and assisting users.
A live Chatbase Agent working on a website.
If you want to customise the look and feel of your Chat bubble you can do that inside of the settings tab and in the “chat interface” menu.
Personalise the look and feel of your Chat Bubble.
Congratulations!
You can read the full technical documentation here