Create, train, and deploy your first AI Agent in less than 5 minutes. Follow this step-by-step guide to launch an intelligent assistant on your website.

In just a few minutes, you’ll have a fully functional AI Agent that can answer inquiries about your company and interact with website visitors. Let’s get started.

Step 1: Sign Up

You’ll need an active Chatflow account. Sign up here if you haven’t already. You can sign up using two ways:

Using your Google Account

Using your Email Account

The steps are as follows:

Enter your Email.
Enter your Password.
Confirm your Password. Finally, click the “Sign up” button.
You will receive a verification email at your email address. By default, the “Free Plan” will be activated for the respective user.

Step 2: Creating your Agent

The steps are as follows:

Click the “New Agent” button

Choose Your Training Data Source(s)
Your AI Agent needs information to learn from. Once an agent has been created, you can edit and delete its information from the Agent’s “Source” sub-menu. You can train it using various data sources in various tabs.

Sources

All of the content that fuels your AI agent may be managed through the Chatflow dashboard’s Sources page. It allows you to upload documents, add structured text snippets, crawl websites or sitemaps, and create custom Q&As. These settings allow you full control over the information your agent is trained on, helping ensure accurate, relevant, and up-to-date responses for your users.

Website

Here, you can crawl your site’s webpage. Our crawlers will discover and learn from all your pages. You can use content straight from websites to train your AI agent with the help of the Sources tab’s Website Crawling capability. This tool provides you with complete control over what goes into your agent’s knowledge base. You can search and delete the crawled links on the website page provided.

Ideal for: Your website webpage.
Note: Please note that the crawler may not be able to access or extract content from JavaScript-heavy websites or password-protected pages. Content that requires user interaction, dynamic loading, or login credentials may be skipped or only partially indexed.

Sitemap

You may crawl your sitemap here. All of your pages will be found and analyzed by our crawlers. The Sitemap Crawling feature on the Sources page allows you to train your AI agent using content directly from websites. You have total control over what is added to your agent’s knowledge base with this tool. The crawled sitemaps of the given website can be searched, sorted, and deleted.

Perfect for: The sitemap on your website.

Note: Please note that the crawler may not be able to access or extract content from JavaScript-heavy websites or password-protected pages. Content that requires user interaction, dynamic loading, or login credentials may be skipped or only partially extracted to train the chatbot agent.

Files

Here you can upload your documents (files). Train your agent on your documents.
Best for: Business documents, manuals, FAQs, product information, etc.

To train your AI agent, you can upload, search, sort, delete, and manage different document kinds using the Files tab in Chatflow’s Sources section.

Chatflow supports the following file formats:

.pdf (PDF Documents)
.txt (Plain Text Files)
.doc / .docx (Microsoft Word Documents)

Uploading Files

Here, you can either drag and drop the respective files in the drag and drop section or select the file(s) from your device by clicking the drag and drop section.

Text

Here, you can paste raw text snippets into the field to train the agent on specific data not found on your website. Copy and paste your text snippet material straight into the platform. Useful for particular information or unique training content. You can search, sort, edit, and delete the text snippets created.
Ideal for: Particular data or unique training materials.

Adding Text Snippets

To create text snippets, the steps are as follows:

Enter the text snippet title.
Enter the text snippet text. Finally, click the “Add Text Snippet” button.

Q&A

Here, you can add your own questions and answers. Add your own Q&A to your agent. This is useful for specific questions and answers that you want your agent to know. You can search, sort, edit, and delete the Q&As created.
Best for: Specific queries and answers.

To create Q&As, the steps are as follows:

Enter the Question.
Enter the Answer. Finally, click the “Save Q&A” button.

Note: Depending on the volume of data, training usually takes two to five minutes. Varying plans have varying restrictions for training data. If you reach any constraints, review your plan.

Step 3: Install on Your Website

It’s time to go live once you’re happy with your AI Agent’s responses! To activate the agent, navigate to the “Connect” tab in the sidebar and click the “Make Public” button.
Note: Only members of the workspace can access private agents. Anybody with the link can access public agents that are embedded on websites.

Obtain Your Embed Code

Copy the given snippet of Embed Code. The JavaScript embed code can be copied by clicking the “Copy Code” button.

Include a Code on Your Website

1- Find the HTML for Your Website

Look for opportunities to incorporate JavaScript code into your website. Usually, this comes before the final </body> tag or in the <head> section.

For quick loading: To guarantee that your site content loads before the chat widget shows, place the script right before the closing </body> tag.

For instant accessibility: To load the chat widget as soon as possible, place the script in the <head> section; however, this may cause a small delay in the initial rendering of your page.

2- Copy and paste the code

The embed script should be copied and pasted into the HTML of your website. There is typically a “Custom HTML” or “Scripts” area if you use a content management system (CMS) like WordPress.

3- Save and Post

Save your modifications and post them to your website.

Check the Installation

Look for the chat bubble when you visit your website. To test the integration, click it!
A website with a live chat bubble for AI agents. Your AI agent is now operational and prepared to assist users of your website.

Personalize Your Look (Optional)

Do you want to match your brand? For style and content, use the “Settings → Interface” tab.

1. Branding Choices

Add a personalized chat bubble icon.
Modify the colors of the bubbles to reflect your brand.
Personalize greeting messages
Users can click on the introductory questions.

2. Behavior Configurations

After a delay, auto-open chat and gather user comments
Regenerate the messages

Well done!

Your first AI agent has been successfully developed, trained, tested, and put into use! What you’ve achieved is as follows:

Developed a clever AI agent trained on your data
Verified and tested answer quality
Implemented it live on your website
Made it available to your users 24/7

FAQ‘s

1- How do message credits work?

Each request made to the AI model costs a certain number of message credits, depending on your chosen model.

2- When are my message credits renewed?

Your message credits are renewed at the start of every calendar month, regardless of when you subscribed.

3- What languages does Chatbase support?

Chatbase supports 95+ languages with intelligent language detection:
Automatic detection: Your AI Agent will respond in the same language as users ask questions in Multi-language training: Train with content in one language, get responses in another Popular languages include: English, Spanish, French, German, Portuguese, Italian, Dutch, Russian, Chinese, Japanese, Korean, Arabic, and many more
The AI automatically adapts to your users’ preferred language, making it perfect for global businesses.

4- What types of data can I use to train my AI Agent?

You can train your AI Agent with various data sources:

Website
Automatic crawling of your entire website
- Paste any URL and we’ll crawl all linked pages
- Perfect for businesses with existing websites
- Automatically updates with new content
Sitemap
Automatic crawling of your entire website’s sitemap
Files
Upload files directly
Supported formats: PDF, DOC, DOCX, TXT
Use cases: Manuals, FAQs, product docs, policies
Text
Direct text input
- Paste content directly into the platform
- Ideal for structured information
Q&A
Structured question and answer pairs
- Add specific questions with exact answers
- Perfect for consistent responses to common queries
- Helps ensure accurate answers to frequently asked questions
- Easy to update and maintain specific information

5-How do message credits work?

Message credits power your AI Agent conversations. Each response from your AI Agent consumes credits based on the AI model used:
Credit consumption per response:

6- When do my credits reset?

Message credits renew monthly on the 1st of each month, regardless of when you subscribed.
Example: If you subscribe on March 15th, your credits will renew on April 1st.

7- What happens if I run out of credits?

When credits are exhausted, your AI Agent will display: “This AI Agent is currently unavailable. If you are the owner, please check your account.”
You can monitor usage in your dashboard under Workspace → Usage.

8- Can I upgrade or downgrade my plan anytime?

Yes! You can change your plan anytime.

9- Where is my data stored, and is it secure?

Your data security is our top priority:

Storage & Security:
AWS servers with enterprise-grade security
Encrypted in transit and at rest
SOC 2 compliance
GDPR compliant data handling

Data Usage:
Your data is never used to train other models
Isolated per account – your data stays private
Delete anytime – full data portability
Read our full Privacy Policy for complete details.

10- How do I check my training data character count?

When uploading training data, Chatbase automatically displays the character count.

11- Can I use my own custom domain?

Yes! Custom domains let you brand your AI Agent URLs:

What it includes:
Custom embedding URLs (e.g., chat.yourcompany.com)
Branded sharing links for your AI Agent
Professional appearance for enterprise customers,
check out our Custom Domains guide for more information.
You’ll need to configure DNS records to point your domain to Chatbase servers.

12- Can I integrate Chatbase with my existing tools?

Absolutely! Chatbase offers multiple integration options:

Direct Integrations:
Slack, WhatsApp, Messenger – Native messaging platform support
Stripe – Handle billing and payment customer support
Zapier, Make.com – Connect to 5,000+ apps
WordPress – E-commerce and CMS plugins

Developer Tools:
REST API – Build custom integrations
Webhooks – Real-time event notifications
JavaScript Embed – Advanced embed customization
Explore our Integrations section for setup guides.

13- My AI Agent isn’t responding correctly. What can I do?

If your AI Agent isn’t performing as expected, try these steps:

Review your training data:
Ensure content is clear and well-structured
Add more specific information about common topics
Remove outdated or irrelevant content
Test different questions:
Try variations of the same question
Check if the issue is with specific topics or general responses
Adjust settings:
Lower temperature for more consistent responses
Try a different AI model
Add custom instructions for behavior
Add more training data:
Include FAQs with question/answer pairs
Add examples of preferred responses
Cover more topics that your users ask about

14- The chat widget isn’t appearing on my website

If your chat widget isn’t showing up, check these common issues:

Verify the embed code:
Ensure you copied the complete script tag
Check that your AI Agent is enabled
Confirm the agent ID matches your AI Agent
Check website integration:
Script should be in <head> or before closing </body> tag
No JavaScript errors in the browser console
Test on different browsers/devices
Cache issues:
Clear the browser cache and refresh
Check if your website uses caching plugins
Try viewing in incognito/private mode
Content blockers:
Ad blockers may prevent the widget from loading
Test with ad blockers disabled
Need technical help? Our support team can help debug integration issues.

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