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:
<!-- Solveo AI 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 Solveo AI 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 model selection, prompts, and A/B testing
Connect Your Tools
Deploy to Slack, WhatsApp, Shopify, Zendesk, and other supported channels
Explore the API
Build custom integrations with our REST API
Track Performance
Monitor sentiment, resolution rate, and agent metrics