Start with one clear purpose
Decide what a useful first conversation looks like for your business. It might mean understanding a project, finding a product fit, or gathering the context your sales team needs. Begin with a narrow purpose so your team can judge whether the agent is helping.
Write down the questions visitors ask most often and the information your team needs before taking over. Treat these as your first setup brief.
Give the agent reliable knowledge
Connect your published website pages, FAQs, and relevant documents. Include current information about your offering, process, and policies. An answer should come from the material you provide rather than an assumption about your business.
If a common question has no clear answer in your sources, add one before expecting the agent to handle it.
Define the questions and boundaries
Configure your qualification questions and choose an initial review mode. Decide when your team should take over. If you enable eligible automatic replies, review the confidence threshold and escalation behavior.
Each question should help establish fit or support a next step. Avoid collecting details simply because you can.
Test before welcoming visitors
Try ordinary, ambiguous, and unsupported questions. Review the replies and captured details. Confirm that a person can pick up the conversation with enough context.
Connect the widget to your website tenant, test it on the real domain, and review early conversations after launch. Refine your sources and questions as you learn.
Features depend on your connected services and tenant configuration. Ask our team about your setup.