The goal here is not a perfect agent. It is an agent that answers one real question correctly, because that is the point where everything else becomes tuning rather than guessing.
1. Create the workspace and app
Section titled “1. Create the workspace and app”Your workspace is your company. Your app is one brand inside it. Most businesses need one of each to start, and the second app only when there is genuinely a second brand with different answers.
Signup creates both, so you can usually skip ahead.
2. Give it something to read
Section titled “2. Give it something to read”An agent with no knowledge is a very confident stranger. Point it at your website and let the crawler take what is already published.
Crawling is the fastest start, not the best finish. It gets you to a working agent today. What makes an agent good is usually a handful of authored answers covering the things your site never says out loud, like your actual return window or whether you deliver on Sundays.
3. Write the brief
Section titled “3. Write the brief”The brief is who the agent is, what it may say, and when it hands over. It composes and publishes into the agent’s system prompt, so edit the brief and leave the prompt alone.
Three things earn their place immediately:
- Who you are. One or two lines. “You answer for Acme, a bakery in Leeds.”
- What is out of bounds. Anything you do not want guessed at: prices that change, medical or legal advice, delivery promises.
- When to hand over. Be specific. “Hand over for refunds, complaints, and anything about an existing order” beats “hand over when unsure”, because an agent is rarely unsure and that is precisely the problem.
4. Test before anyone else does
Section titled “4. Test before anyone else does”Open Testing and ask it the five questions you already know customers ask. Not the questions you wish they asked. The real ones, including the awkward one about pricing.
You are looking for three failure shapes:
| What you see | What it means |
|---|---|
| Confidently wrong | Knowledge is missing, so it filled the gap |
| Correct but evasive | The brief is over-restricted |
| Correct but endless | Ask it to be brief; nobody reads paragraph four in a chat window |
5. Publish
Section titled “5. Publish”Publishing is deliberate. Until you press it, your edits are not live, which means you can leave a half-written brief overnight without any customer meeting it.
Then what
Section titled “Then what”Put it on your site. Install the widget is one script tag, and the agent you just published is the one that answers.