Skip to main content
In just a few minutes, you’ll have a fully functional AI Agent answering questions about your business and engaging with your website visitors. Let’s get started!

​
Prerequisites

You’ll need an active Chatbase account to follow this guide. Sign up here if you haven’t already.

​
Overview

Here’s what we’ll accomplish in this guide:
1

Create & Train Your Agent

Set up a new AI Agent and train it using your website or documents
2

Test & Optimize

Use the Playground to test responses and fine-tune performance
3

Deploy to your Website

Add your AI Agent to your website with a simple embed code
Estimated time: 5 minutes from start to finish

​
Step 1: Create & Train Your AI Agent

After signing into your Chatbase account, go to your main dashboard. Click the “New AI Agent” button to get started.
Workspace Settings General

​
Choose Your Training Data

Your AI Agent needs information to learn from. You can train it using various data sources:
Upload your documentsTrain your agent on your documents.Best for: Business documents, manuals, FAQs, product information, etc.
Data sources page with the Add Files dialog open

​
Review & Start Training

Click “Create Agent” to begin the training process.
Training typically takes 2-5 minutes depending on the amount of data. You can proceed to the next step while training completes.
Storage limit: Different plans have different storage limits for training data. Check your plan if you hit any limits.

​
Step 2: Test & Optimize Your AI Agent

​
Access your Instructions

After training your agent, Go to Build > Instructions to refine its behavior. Use the Compare button to test your changes side by side against the current version before saving them.
Playground interface showing chat testing area

​
Fine-tune Settings

​
Test responses with different models

1

Test with different models

Ask the same questions to different models and compare:
  • Response quality and accuracy
  • Response time and speed
  • Tone and personality
  • Handling of edge cases
2

Make Your Decision

Based on the comparison, select the model that best fits your specific use case and brand voice.
For detailed model comparisons and advanced testing strategies, check out our comprehensive model comparison guide.

​
Step 3: Deploy to Your Website

Once you’re satisfied with your AI Agent’s responses, it’s time to make it live! Navigate to the “Channels” tab in the sidebar, and click the setup button on the “Chat bubble” card to access your agent’s script.
Disabled vs Enabled: Disabled agents are only accessible to workspace members. Enabled agents can be embedded on websites and accessed by anyone with the link.

​
Choose Your Deployment Method

Chatbase offers multiple deployment methods including chat bubble, help page, and integrations with Email, Phone, WhatsApp, Facebook Messenger, Instagram, Shopify, and other platforms. In this guide, we’ll use the Chat bubble option as it’s most common. Click on Manage under the chat bubble then select Deploy to access your embed script.
chat widget embed tab
JavaScript embed code ready to copy
Perfect for most websitesAdds a floating chat icon that users can click to start conversations. Non-intrusive and mobile-friendly.Pros:
  • Can utilize advanced features like identity verification.
  • Doesn’t interfere with your site’s design
  • Users can minimize/maximize as needed
  • Works great on mobile devices
  • Familiar UX pattern
Best for: Business websites, blogs, e-commerce stores

​
Add Code to Your Website

1

Locate Your Site's HTML

Find where you can add JavaScript code to your website. This is usually in the <head> section or before the closing </body> tag.
For fast loading: Place the script just before the closing </body> tag to ensure your page content loads first, then the chat widget appears.For immediate availability: Place the script in the <head> section to load the chat widget as early as possible, though this may slightly delay your page’s initial render.
2

Paste the Code

Copy and paste the embed script into your website’s HTML. If you’re using a CMS like WordPress, there’s usually a “Custom HTML” or “Scripts” section.
3

Save and Publish

Save your changes and publish your website updates.

​
Verify Installation

Visit your website and look for the chat bubble. Click it to test the integration!
Live AI Agent chat bubble on a website
Success! Your AI Agent is now live and ready to help your website visitors.
Need more control over your widget? Check out our Developer Guides for more information on JavaScript embed, widget control options, and advanced features like client-side custom actions and event listeners.

​
Customize Appearance (Optional)

Want to match your brand? Check out our guide for customizations.
  • Upload custom chat bubble icon
  • Change bubble colors to match your brand
  • Customize welcome messages
  • Set initial questions users can click
  • Auto-open chat after delay
  • Collect user feedback

​
🎉 Congratulations!

You’ve successfully created, trained, tested, and deployed your first AI Agent! Here’s what you’ve accomplished:

​
What’s Next?

Monitor Performance

Track conversations and optimize your AI Agent’s performance

Advanced Features

Add actions like Escalations, lead capture, appointment booking, and more

Best Practices

Learn proven strategies to maximize your AI Agent’s effectiveness
Need help? Our support workspace is here to assist you. Visit our Help Center or check out the FAQ section for common questions.