Quick Start Guide
Get your first AI support agent up and running in less than 5 minutes. No coding required.
Prerequisites
Before you begin, make sure you have:
- A valid email address
- Access to your website (for chat widget integration)
- Company documentation or FAQs (to train your agent)
Sign Up & Create Account
Create your free account in seconds. No credit card required.
- Go to the registration page
- Enter your email and create a password
- Verify your email address
- You're ready to go!
Create Your First Agent
Build an AI support agent using our visual builder.
- Navigate to "Agents" in your dashboard
- Click "Create New Agent"
- Choose a template or start from scratch
- Name your agent and select an LLM provider
- Configure basic settings
Add Knowledge Base
Train your agent with your company's information.
- Upload documents (PDF, TXT, DOCX)
- Add FAQ entries manually
- Connect to your help center or documentation
- Import from existing knowledge bases
Configure Channels
Choose where your agent will interact with customers.
- Enable chat widget for your website
- Connect email integration
- Add Slack or WhatsApp (optional)
- Configure escalation rules
Test Your Agent
Try out your agent before going live.
- Use the "Test Agent" feature in the dashboard
- Ask common customer questions
- Verify responses are accurate
- Adjust knowledge base if needed
Deploy & Monitor
Launch your agent and track its performance.
- Click "Deploy" to make your agent live
- Embed the chat widget on your website
- Monitor conversations in real-time
- Review analytics and improve over time
Embedding the Chat Widget
Once your agent is deployed, add this code snippet to your website before the closing </body> tag:
<!-- SolveoAI Chat Widget -->
<script>
(function() {
window.solveoConfig = {
agentId: "YOUR_AGENT_ID",
position: "bottom-right",
theme: "light",
};
var script = document.createElement("script");
script.src = "https://cdn.solveoai.io/widget.js";
script.async = true;
document.body.appendChild(script);
})();
</script>Note: Replace YOUR_AGENT_ID with your actual agent ID from the dashboard.
API Integration (Advanced)
For developers who want more control, you can integrate SolveoAI via our REST API:
1. Get your API key
// Get from: Dashboard > Settings > API Keys
const API_KEY = "nc_live_...";2. Send a message to your agent
fetch("https://api.solveoai.io/v1/conversations", {
method: "POST",
headers: {
"Authorization": `Bearer ${API_KEY}`,
"Content-Type": "application/json"
},
body: JSON.stringify({
agent_id: "agent_123",
message: "Hello, I need help with my order",
user_id: "user_456"
})
})
.then(res => res.json())
.then(data => console.log(data.response));Next Steps
Master the Agent Builder
Learn advanced features like workflows and escalation rules
Connect Your Tools
Integrate with Slack, Zendesk, and 15+ other platforms
Explore the API
Build custom integrations with our REST API
Track Performance
Monitor CSAT, sentiment, and agent metrics