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

# Your first agent

# Your First Agent in 10 Minutes

Ready to build your first AI agent? This guide walks you through creating a live, working agent in just 10 minutes. No coding required.

## What You'll Build

By the end of this guide, you'll have a working AI agent that:

* Greets customers who visit your site
* Answers basic questions
* Collects contact information
* Lives on your website (or other channels)

This is a simple agent to get you started. You'll expand it later with more knowledge and features.

## Prerequisites

* A ChatCrafterAI account (free to create)
* 5 minutes of time
* A web browser

## Step 1: Sign Up (1 minute)

**If you already have an account, skip to Step 2.**

**First time?**

1. Go to [ChatCrafterAI.com](https://chatcrafterai.com)
2. Click "Sign Up" in the top right
3. Enter your email address
4. Create a password
5. Click "Create Account"
6. Check your email for verification link
7. Click the link to verify
8. Done! You now have a free ChatCrafterAI account

You're now on your dashboard. It's empty—time to build your first agent!

## Step 2: Create a New Agent (1 minute)

**Starting from dashboard:**

1. **Click "Create Agent"** button (big blue button, usually top right)
2. **Choose your path:**
   * **"Start Blank"** - For this guide, choose this (no template)
   * (Alternatively: "Use Template" for pre-built agent structure)
3. **Give it a name:**
   * Example: "Customer Support Agent"
   * Example: "Sales Assistant"
   * Example: "FAQ Agent"
   * Use something that describes what your agent does
4. **Click "Create"**

Congratulations! Your agent is created. You're now in the agent editor.

## Step 3: Add a Welcome Message (2 minutes)

This is the message customers see when they open chat.

**In the agent editor:**

1. **Click "Agent Personality"** or **"Settings"** (may vary by UI)
2. **Find "Welcome Message"** field
3. **Enter a friendly message:**
   ```
   Hi! 👋 I'm your support assistant. How can I help you today?
   ```
   Or:
   ```
   Welcome! Need help with something?
   [View Products] [Contact Us] [Track Order]
   ```
4. **Save changes**

**Make it personal:**

* Use your brand voice
* Keep it short (1-2 sentences)
* Include action buttons if you want users to choose options

## Step 4: Add Knowledge (Optional but Recommended)

Now teach your agent about your business. This takes 2-3 minutes.

**Option A: Upload a Document**

1. **Click "Knowledge Base"** in sidebar
2. **Click "Upload Document"**
3. **Upload a file:**
   * PDF of your FAQ
   * Word doc with policies
   * Text file with product info
4. **Give it a name:** "FAQ 2024"
5. **Click Upload**
6. **Wait 1-2 minutes** for processing

Now your agent can answer questions from this document!

**Option B: Add Your Website**

1. **Click "Knowledge Base"**
2. **Click "Add Website"**
3. **Paste your website URL:** [www.yoursite.com](http://www.yoursite.com)
4. **Click "Crawl"**
5. **Wait 5-10 minutes** for agent to learn from your site

Your agent now knows everything on your website!

**Option C: Skip This (Start Simple)**

* Your agent doesn't need knowledge to work
* Start simple, add knowledge later
* Users can still chat with your agent

## Step 5: Select Template or Skip (30 seconds)

After adding knowledge (or skipping), you'll see the template selection screen.

**Choose your approach:**

1. **Use a Template** - Pre-built conversation flows for common scenarios
   * **Lead Capture Template** - Collect names, emails, phone numbers
   * **Product Inquiry Template** - Answer product questions with buttons
   * **Appointment Booking Template** - Let customers book appointments
   * **Support Ticket Template** - Create and track support requests
   * Select one that matches your use case

2. **Skip Templates** - Start with a basic agent
   * Click "Skip" or "Create Without Template"
   * Your agent will use AI-only mode (pure conversation)
   * You can add templates later from Rich Message Builder

**Recommended for beginners:** Skip templates for now. You can always add them later once you understand how your agent works.

Click **"Skip"** or **"Create Agent"** to continue.

## Step 6: Test Your Agent (1 minute)

Before going live, test it!

1. **Click "Chatlab"** (top right)
2. **Chat appears at bottom right**
3. **Type a test message:**
   ```
   User: "Hello"
   Agent: [Shows your welcome message]
   ```
   OR
   ```
   User: "What's your return policy?"
   Agent: [If you added KB, it searches and responds. Otherwise: "I don't have info on that"]
   ```
4. **Test different messages** to make sure it works
5. **Close Chatlab** when done

Great! Your agent is working. Now let's make it live.

## Step 7: Deploy to Your Website (1 minute)

Make your agent visible to real customers.

**Deploy to Web Widget:**

1. **Click "Channels"** in sidebar
2. **Click "Add Channel"** → **"Web Widget"**
3. **Choose customization** (colors, position, etc.)
4. **Copy the embed code** (looks like: `<script src="..."...`)
5. **Paste into your website:**
   * If you use WordPress: Paste into a Code block
   * If you use Shopify: Paste into theme.liquid or apps
   * If you're technical: Paste before `</body>` tag in HTML
   * If you don't know: Ask your developer to add it

**That's it!** Your agent is now live on your website.

Visit your site in a browser. You should see the chat widget in the corner!

## Step 8: Start a Conversation (Test Live)

1. **Go to your website**
2. **Look for the chat widget** (usually bottom right corner)
3. **Click it**
4. **Chat with your agent**
5. **It should respond!**

Congratulations! You have a live AI agent! 🎉

## What's Next?

**Improve your agent:**

1. **Add more Knowledge Base** - Upload more documents or crawl more of your site
2. **Create Flows** - Build buttons and guided conversation paths
3. **Integrate Stripe** - Accept payments through chat
4. **Integrate Shopify** - Let customers view products
5. **Monitor Analytics** - See what customers ask

**Recommended next reading:**

* [Best Practices](./best-practices) - How to build effective agents
* [Common Scenarios](./common-scenarios) - Real-world use cases
* [Agent Management](../bot-management/bot-agent/create-agent) - Advanced agent configuration
* [Knowledge Base](../knowledge-base/introduction) - Teach your agent more

## Troubleshooting

**Agent not responding?**

* Refresh the page
* Check internet connection
* Make sure you clicked "Save" after changes

**Chat widget not appearing on site?**

* Check you copied the embed code correctly
* Make sure code is before `</body>` tag
* Wait 5 minutes for code to activate
* Try in incognito/private window (clears cache)

**Agent gives wrong answers?**

* Add better knowledge base content
* Make sure your FAQ/documents are clear
* Rephrase confusing sections

**Questions?**

* See [Best Practices](./best-practices) for tips
* Check [Knowledge Base guide](../knowledge-base/introduction)
* Contact support in app

***

**You did it!** You now have a live AI agent. Time to improve it. Check out [Best Practices](./best-practices) next.
