Quickstart: create your first AI support agent

This guide takes you from an empty workspace to a live chatbot on your website. Most people finish in under 15 minutes.

1. Create the agent

Open Agents in the dashboard and create a new agent. Give it a name, a welcome message, and choose a model, tone, and answer length. You can change all of this later. See agent settings.

2. Add data sources

Add the content your agent should know. The fastest option is your website URL: Helpnest crawls up to 25 pages by default. You can also upload PDFs and other files, paste text, or add question-and-answer pairs. See data sources.

3. Test the agent

Chat with the agent on the Test step. Try:

• The questions your customers ask most often.
• Something that isn't in your content. The agent should say it doesn't know and offer a person.
• “I want to talk to a person”, then reply to that conversation from the inbox.

This is also where you add suggested questions, or generate them with AI.

4. Install it on your website

Copy the script tag from the Integration step and paste it before the closing </body> tag on every page:

<script src="https://www.helpnest.app/widget.js" data-bot-id="YOUR_AGENT_ID" defer></script>

A chat bubble appears in the corner of your site. For WordPress, Webflow, Shopify, and other platforms, see install the widget.