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Prerequisites

You need a Chatoura account. Sign up here if you don’t have one.

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Step 1: Start Agent Creation

  1. Go to your Dashboard
  2. Click New AI Agent
You’ll see the agent creation wizard with two options:
  • Enter your website URL - Recommended for fastest setup
  • Set up manually - If you don’t have a website or prefer to add content manually

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Step 2: Add Knowledge Sources

The fastest way to create an agent:
  1. Enter your website URL (e.g., yourwebsite.com)
  2. Click Continue
  3. Chatoura automatically extracts:
    • Your logo and branding
    • Website pages and content
    • Business information
The extraction typically takes 10-30 seconds depending on your website size.

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Step 3: Review and Customize

After extraction (or choosing manual setup), you’ll see the review screen with three knowledge source sections:
Review the extracted pages from your website. You can:
  • Select or deselect individual pages
  • See a preview of each page’s content
  • Add a different website URL if needed
Upload additional documents to train your agent:
  • PDF files (.pdf)
  • Word documents (.doc, .docx)
  • Text files (.txt)
  • Markdown files (.md)
  • Maximum 5 files, 10MB each
Add or edit your business details:
  • Business name - Your company or brand name
  • What does your business do? - Describe your products and services
  • What do customers usually ask about? - Common questions, pricing, policies, hours, etc.

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Step 4: Create Your Agent

  1. Review your knowledge sources in the preview panel
  2. Click Create AI Agent
  3. You’ll be redirected to your new agent’s dashboard

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Step 5: Test in Playground

  1. Go to the Playground tab
  2. Type a question about your content
  3. Review the response
  4. Adjust settings if needed

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Step 6: Deploy

  1. Go to the Integrations tab in your agent’s sidebar
  2. Find Web Integration and enable it
  3. Copy the embed code
  4. Paste into your website’s HTML before </body>

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Next Steps

Configure Settings

Customize language, tone, and persona

Add More Sources

Expand your agent’s knowledge

Set Up Leads

Capture visitor information

Configure Escalations

Route to human support when needed