Quickstart

For a useful first website assistant, start with a small FAQ: your main product, pricing, and help pages, plus instructions for questions that need a human. You can ask ChatGPT or Claude to help configure it through your Quickchat account connection, or follow the dashboard steps below. Neither route requires writing API code.

What we’ll cover:

1. Set up with ChatGPT or Claude
2. Set up your AI Agent in the dashboard
3. Add the Knowledge Base
4. Customize behavior and tone of voice
5. Test with AI Preview
6. Deploy & integrate

Optional setup tools

• Draft a small launch pack. Turn a supplied goal, channel, handoff brief and up to five FAQ pairs into setup text and synthetic tests. This does not create or evaluate an AI Agent.

• Preview extraction from a sample page. Fetch an excerpt from Quickchat AI pricing or Knowledge Base documentation, the only two supported samples. This uses the default filter without custom selectors or normal import retries, and does not import content.

• Check a Widget snippet. Check pasted code against the supplied Scenario ID. This does not fetch your website.

Set up with ChatGPT or Claude

If you already use ChatGPT or Claude, connecting Quickchat lets you prepare your first Agent in the same conversation. Your AI app can import website knowledge and configure the Agent, so you do not have to translate every suggestion into dashboard edits yourself.

1. Follow Manage with AI to connect your Quickchat account and sign in. You do not need to create or share a Quickchat API key.

2. Share your website URL and describe the questions the Agent should answer. For example:

   Help me set up a small website FAQ Agent from https://example.com. Use the empty Agent in my account if there is one. Start with our product, pricing and help pages, suggest rules for questions that need a human, and ask me before changing anything.

3. Review the proposed changes, confirm the intended Agent, and wait for imported articles to become Ready. Try real customer questions in AI Preview before sharing it.

You can try the setup on Free; commercial use requires a paid plan. The connection manages Quickchat, but it does not grant access to your website editor. Finish the website installation in your site or CMS, or share a hosted Chat Page. You can also continue editing in the dashboard at any time.

Set up your AI Agent

Log in to the Quickchat AI Dashboard. Getting Started asks you to Enter your website URL, or describe your AI Agent. Both fields are on the same screen, separated by or describe it, and you can fill in either one or both before submitting.

• Website only. Quickchat reads the page to create the AI Agent’s identity and an initial Knowledge Base. The button reads Create from my website.
• Description only. Write what you want the AI Agent to do, for example a friendly sales assistant that qualifies leads and books product demos. The button reads Create from my description.
• Both. Quickchat builds from your site and uses the description to steer the result, which helps when the site alone does not make the AI Agent’s job clear. The button reads Create from my website and description.

The button always names what it is about to use, so you can see which inputs were picked up before you submit. Whichever you choose, Quickchat creates a name, Main Prompt, Guidelines, and conversation starters. Review the generated identity, complete the remaining setup steps, and continue to AI Preview.

Note

A description on its own creates the AI Agent’s core identity without adding Knowledge Base sources. Add relevant sources in the next section so it can answer with information specific to your business.

To configure every step yourself, select Set up manually and start in Identity. Give the AI Agent a Name, then write a Main Prompt that defines its purpose, topics, tone, and guardrails. Below the textarea, click Templates to start from a pre-built prompt for Customer support, Lead generation, or Shopping assistant, then edit it to fit your brand.

Add the Knowledge Base

The next step is to teach your AI Agent about your business. Knowledge Base allows the AI to give precise and relevant answers to the users.

You can populate the Knowledge Base in several ways:

• Manually: Type or paste text directly into the Knowledge Base.
• Upload Files: Add PDFs or text documents containing relevant information.
• Import Website Content: Provide URLs for the AI Agent to extract knowledge from specific pages.

For now, let’s import a single page from your website to create a basic Knowledge Base:

• Go to the Knowledge Base
• Click Add Website in the row of source cards at the top of the page
• Select the Single Page option
• Paste the URL of the page you want to import
• Click Import

Wait a moment until you see a new Article in your Knowledge Base. Later, we’ll test the AI Agent by asking it questions about this page.

Tip

There’s nothing to press to apply new knowledge. Each article is processed automatically in the background, and its Status turns to Ready once your AI Agent can use it.

Customize behavior and tone of voice

Once you’ve added knowledge, it’s time to customize your AI Agent’s Personality and behavior to match your needs.

Open Identity → AI Persona for Personality, Profession, and Languages.

AI Personality

AI Personality determines the tone and style of your Agent’s responses. Choose a style that aligns with your brand and goals.

If your business is customer-facing and casual, a Classic or Friendly tone might work best.

AI Profession

AI Profession allows you to customize your AI Agent’s approach to users, ensuring it aligns with your specific goals. If your priority is to drive immediate sales, you might choose a profession like Shopping Assistant to nudge conversions. If you want to collect feedback or conduct interviews, the Interviewer profession would be a better fit.

Different use cases may require different AI Professions to align with your goals.

Note

By default, every AI Agent starts as a Helpful Assistant — a versatile, general-purpose profession suitable for most use cases.

Languages

Your AI Agent can speak one or more languages.

• Primary Language

Choose the main language your AI Agent will use, like English, Spanish, or Polish.

• Additional Languages

Add more languages if needed. It will detect the user’s language and respond automatically in the user’s language.

Test with AI Preview

After editing the Knowledge Base and Settings, test your AI Agent to make sure everything works as expected.

Here’s how to do it:

1. In the Knowledge Base, check that the article you imported shows the Ready status. If it still says Pending or Processing, give it a moment — it’s being processed.
2. Click the “AI Preview” button in the left sidebar.
3. A page will appear, allowing you to test responses from your AI

Go ahead and ask a question about the page you imported before. Check if the answers are accurate and the tone of voice matches what you want.

Deploy & integrate

Quickchat AI integrates with various platforms to make your AI Agent accessible where your users are. Deploy it seamlessly across websites, messaging platforms, and other external applications.

Choose a floating Widget, an inline Embed, or a hosted Chat Page:

1. Copy the provided embed code from the Channels > Your Website > Install tab in the Quickchat dashboard.
2. For the Widget, paste the snippet into your website’s HTML. For Embed, paste both the container and loader script where the chat should appear.

To share a Chat Page instead, copy its hosted link. It requires no code on your website; check its access settings before sharing.

Finding your Scenario ID

Your Scenario ID identifies your AI Agent to plugins and the API. Find it in the Quickchat AI App under Channels > Your Website > Install, or read it straight from the app URL: it’s the code after /i/ in app.quickchat.ai/i/XXXXXXXXXX.

Find step-by-step instructions here:

• Add the Widget
• Add the Embed
• Share a Chat Page

Need support?

Whether you’re setting up your first AI Agent or refining an existing one, we’re here to help. Open your profile menu in the top-right corner and choose Get help → Ask AI to talk to Support AI, or select another contact option from Get help.

• 💬 Prefer a live chat? Start chatting with our dedicated support AI Agent to get instant help.
• 💌 Prefer email? Send us a message.
• 🛠️ Prefer having someone set up your AI Agent for you? Schedule a session with one of our AI experts to discuss a Custom solution.

We’re here to make your experience smooth and hassle-free!