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Before you start

Every new account starts with a 14-day trial. During the trial you can build your agent, add knowledge, and put it on your own website — no plan required. You get 15 conversations and 15 messages per conversation per month. After the trial you need a paid plan to keep your agent live.

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Step 1: Build your agent’s persona

Answer a few questions about your business and give your agent a name and an avatar. You can change these at any time in Personalize under Agent.

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Step 2: Add your business context

Open Knowledge sources under Agent and add the content your agent will answer from: paste text, upload a file or add a page from your website. See Adding context to your knowledge base.

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Step 3: Add suggested questions

In Personalize, add up to three questions that appear as chips when someone opens your agent.

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Step 4: Add it to your site

Open Add to site, set your organisation domain and copy the embed code onto your website. See Embedding agent on your website.