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Quick start: chat agent

This walkthrough takes you from a fresh account to a working web chat agent on your own site in about 10 minutes. You'll create an assistant, give it a knowledge source, and embed it as a chat widget.

Step 1 — Create an assistant​

  1. Sign in at app.insighto.ai and open Build → Assistants.
  2. Click Add assistant, give it a name and a short description.
  3. Pick an LLM. Start with gpt-4o-mini for cost-effective Q&A; bump to gpt-4o if you need stronger reasoning.
  4. Paste a short system prompt — what the agent does, in 4-6 lines. Example:

    You are Acme Co.'s support assistant. Answer questions about our pricing, returns, and shipping policies using the knowledge base. If you can't find an answer, offer to connect the user with a human via the form.

Save. The assistant is now live but doesn't know anything specific yet.

Step 2 — Add a knowledge source​

  1. Open Build → Data Sources.
  2. Click Add data source. Pick a type:
    • PDF / DOC — drag in your knowledge base files.
    • Website — paste a URL and Insighto will crawl it.
    • Text blob — paste freeform text directly.
  3. Insighto chunks and embeds your content automatically. Smaller datasets index in ~30 seconds; large website crawls run in the background and you'll see progress.
  4. Back on the assistant, open Linked data sources and connect the new source.

Step 3 — Test in the Playground​

  1. Open Build → Playground.
  2. Pick your assistant from the dropdown and start chatting.
  3. Watch the right-hand panel — it shows which chunks the assistant retrieved for each answer. If a question pulls the wrong context, tighten the system prompt or split the data source into more focused chunks.

Step 4 — Create a web chat widget​

  1. Open Build → Widgets and click Add widget.
  2. Pick the Chat type, name it, and link it to your assistant.
  3. Customize the bubble color, position, greeting message, and placeholder text. Hit save.
  4. The Embed snippet shows up — a one-line <script> you paste into your site's HTML right before </body>. Done.

Step 5 — Watch the conversations roll in​

Open Engagements → Conversations. Every chat that happens on your embedded widget shows up here in real time, with the full transcript, which data sources were consulted, and any captured form data.

What to do next​

  • Make it act, not just answer — add a Tool so the assistant can book a meeting, look up an order, or update your CRM.
  • Cut no-shows on booked meetings — set up a Workflow to send an SMS reminder 24 hours before each appointment.
  • Plug in other channels — same assistant, different widgets: WhatsApp, SMS, or Messenger.