# Your first chat agent

> With about 20 minutes of work, plus the time training takes, you create an agent that answers your customers in writing, teach it about your business with your website and documents, try it in the test chat and put it online with the widget.

Page: https://supportfast.ai/en/guide/getting-started/first-chat-agent/ · Section: Getting started · Updated on 30 October 2026

**Create** — Name and business scope. → **Train** — Website, documents, FAQs. → **Instruct** — The prompt in the Playground. → **Test** — With the test chat. → **Publish** — The widget on your website.

> **Before you start**
>
> - Your business's website or documents and, for step 6, access to your website's admin panel.

## 1. Create the agent

1. **Open the creation window**
   Go into the workspace and press Create element in the top bar. In the “What do you want to create?” window, on the Textual Agent card, press Create agent: a second window opens, “New Chat Agent”.

2. **Give it a name and a scope**
   In Agent name, type a name that helps you recognize it, for example “Garage Assistant”. In Business scope and industry, describe your business in a few words, for example “Auto repair shop in Milan: servicing, vehicle inspections and tires”. The scope goes into the instructions and tells the agent who it works for.

3. **Create it and start with training**
   At the bottom of the “New Chat Agent” window, press Create Agent: this is the button in the second window, not the one from step 1. In the window that opens, on the Train the knowledge card, press Train.

All the details, including the agent's starting values: [Creating and managing the agent](https://supportfast.ai/en/guide/chat-agent/create.md).

## 2. Teach it about your business

The agent answers with what you teach it: this is **training**. Start with your website.

1. **Choose your website as the source**
   In Chat agent › Training, press New training, then Select Website.

2. **Tell it where to read**
   Choose Whole Site, paste your website address, for example `https://www.esempio.it`, and press Scan source.

3. **Remove the pages you don't need**
   In the “Extracted sources” column, use the X to remove the pages you don't need, such as the cart, the login area or empty pages.

4. **Train**
   Press Train Agent and wait for the website row to show “Completed”. The list updates by itself.

With the same New training button you add documents, FAQs with the exact answers to the most frequent questions, and texts with information that isn't on your website. Sources, statuses, limits and automatic website sync are in [Training: how it works](https://supportfast.ai/en/guide/chat-agent/training.md).

## 3. Check the instructions in the Playground

The instructions, or **prompt**, tell the agent who it is and how to behave. The agent starts with default instructions that are already good enough to begin with.

1. **Open the instructions**
   Go to Chat agent › Playground and press the AGENT node, the first box on the canvas. The “Instructions and AI model” panel opens on the right.

2. **Choose a starting prompt**
   Open Starting prompt and choose the one closest to your business, for example “Customer support” or “Sales agent”. If you want, edit the text in Instructions for the AI (prompt) and reread the Business scope.

3. **Save and publish**
   Press Save changes, then Publish and, in the “Publish Agent” window, Confirm and Publish. The bar shows “Published”.

Until you publish, customers talk to the previous version: see [Testing and publishing](https://supportfast.ai/en/guide/chat-agent/test-and-publish.md). How to write effective instructions, and what to leave to the knowledge base: [Writing good instructions](https://supportfast.ai/en/guide/chat-agent/instructions.md). All the controls: [Playground: instructions and flows](https://supportfast.ai/en/guide/chat-agent/playground.md).

## 4. Give the chat its look

1. **Open the interface settings**
   Go to Chat agent › Agent profile › Interface. On the right, the “Chat Preview” changes as you type.

2. **Write the texts and choose the colors**
   In Chat name, enter the name your customers will read, for example “Officina Rossi”. Write the Welcome Message and, if you want, a few Suggested Questions. Then set the Primary color and the button icon.

3. **Save**
   Press Save changes at the bottom of the page.

All the options: [Agent profile: Interface](https://supportfast.ai/en/guide/chat-agent/interface.md).

## 5. Test it like a customer

With Test Chat, the Playground's test chat, you try the agent inside the console, even before you put the widget on your website. Tests are real: they use up your plan's messages and trigger the workspace's active automations.

1. **Open the test chat**
   Press Test Chat in the agent's top bar. At the top of the panel you can see whether you are testing the saved draft or the published version.

2. **Ask real questions**
   Ask what your customers ask: opening hours, services, how to book. Try an off-topic question too. The full list to use before launch is in [The test with 20 real questions](https://supportfast.ai/en/guide/getting-started/go-live.md#the-test-with-20-real-questions).

3. **Fix**
   Where to fix a wrong answer, case by case: [When an answer is wrong](https://supportfast.ai/en/guide/chat-agent/test-and-publish.md#when-an-answer-is-wrong).

> **Tip**
>
> **Want to try it from your phone?** In Agent profile › Share, “Link and Direct Sharing” panel, press Copy and open the link on your phone. The link opens the published version: chats started this way are real conversations.

## 6. Put the chat on your website

1. **Copy the widget code**
   In Agent profile › Share, in the “Chat button” panel, press Copy. The code is different for every agent: always copy it from your own console.

2. **Paste it into your website**
   Paste the code into the `<head>` section of your website's code, just before `</head>`, in the template shared by all pages. On WordPress or Shopify you don't need to edit code by hand: follow [WordPress](https://supportfast.ai/en/guide/website/wordpress.md) or [Shopify](https://supportfast.ai/en/guide/website/shopify.md). For other websites: [HTML and other sites](https://supportfast.ai/en/guide/website/other-sites.md).

3. **If you want, enter your website's domain**
   This is optional. In Agent profile › General, enter your website's domain in Publishing Domain (Optional), in lowercase, without `https://` and without `www`, for example `esempio.it`, and save. From then on, the button appears only on that domain, with or without `www`: on another domain, or on a subdomain such as `shop.esempio.it`, it does not appear. See [The publishing domain](https://supportfast.ai/en/guide/website/install-widget.md#the-publishing-domain).

4. **Check**
   Open your website and reload the page: the widget appears at the bottom right, or at the bottom left if you chose that.

Everything about installation: [Installing the widget](https://supportfast.ai/en/guide/website/install-widget.md).

> **Result**
>
> You have an agent that answers 24/7 on your website with your business's information. Conversations arrive in Conversations.

Before you announce the chat to your customers, run the checks in [Before going live](https://supportfast.ai/en/guide/getting-started/go-live.md).

## If something goes wrong

Start from the troubleshooting pages [Website widget](https://supportfast.ai/en/guide/help/widget-issues.md) or [Chat agent and knowledge](https://supportfast.ai/en/guide/help/chat-agent-issues.md).

## Frequently asked questions

**Can I stop the agent for a while?**

Yes: press “Active” at the top right and choose “Paused”. Nothing is deleted, and you can turn it back on whenever you want. What happens while it's paused: [Active and Paused](https://supportfast.ai/en/guide/chat-agent/overview.md#active-and-paused).

**Can it answer on WhatsApp too?**

Yes. Connect WhatsApp to the workspace ([WhatsApp: connecting your number](https://supportfast.ai/en/guide/integrations/whatsapp.md)), then in Agent profile › Integrations press Connect on the channel's row.

**Can a teammate take over the chat from the agent?**

Yes, with live chat (the Operator Chat tab), available on the plans that include it: see [Agent profile: Operator Chat](https://supportfast.ai/en/guide/chat-agent/operator-chat.md) and [Plans, quotas and usage](https://supportfast.ai/en/guide/account/plans-and-usage.md).

## See also

- [Training: how it works](https://supportfast.ai/en/guide/chat-agent/training.md): All the sources, the limits and website sync.

- [Writing good instructions](https://supportfast.ai/en/guide/chat-agent/instructions.md): Role, tone, rules: ready-made examples to adapt.

- [Installing the widget](https://supportfast.ai/en/guide/website/install-widget.md): The code, the domain and checking it on your website.
