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Quick Start

Build Your First Website Agent

Create, train, and deploy your first Website Agent in under 5 minutes. Follow this step-by-step guide to get your intelligent assistant live on your website.

In just a few minutes, you'll have a fully functional Website Agent answering questions about your business and engaging with your website visitors. Let's get started!

Prerequisites

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

Overview

Here's what we'll accomplish in this guide:

Create & Train Your Website Agent

Set up a new Website Agent and train it using your website or documents.

Customize & Test

Customize your Website Agent's appearance and test responses before going live.

Deploy to your Website

Add your Website Agent to your website with a simple embed code.

Estimated time: 5 minutes from start to finish

Step 1: Create & Train Your Website Agent

Sign In to CatchWhen

After signing in, you'll be brought directly into the onboarding flow where your first Website Agent setup begins automatically.

Add Your Website URL

Paste your business website URL. Your Website Agent will learn from your pages automatically.

Train Your Website Agent screen with website URL input

Choose Your Training Data

Your Website Agent needs information to learn from. You can train it using various data sources:

Documents

Business documents, manuals, product information, and policies.

FAQs

Specific questions and answers you want your Website Agent to know.

Knowledge sources panel with website, document, and FAQ options

Review Training Progress

Website training starts automatically after the website is added. Documents and FAQs also train automatically as soon as you upload them.

Knowledge Sources panel showing trained FAQ, document, and website pending training

Source Limits: Different plans have different limits on the number of knowledge sources you can add. Check your plan if you hit any limits.

Step 2: Customize & Test Your Website Agent

Fine-Tune Your Website Agent

After training completes, customize your Website Agent's appearance (colors, logo, welcome message, starter questions) and test how it responds before going live.

Evaluate Response Quality

As you test, look for:

Accuracy: Are responses factually correct?

Relevance: Does it answer what was asked?

Completeness: Are responses comprehensive but concise?

Tone: Does it match your brand voice?

Step 3: Deploy to Your Website

Get Your Embed Code

Copy the provided JavaScript code snippet:

Install page with Embed Code section highlighted and platform guides below

Add Code to Your Website

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.

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.

Not sure where to paste? We have step-by-step install guides for WordPress, Shopify, Wix, Webflow, Squarespace, Framer, Bubble, and more. See platform guides.

Save and Publish

Save your changes and publish your website updates.

Verify Installation

Visit your website and look for the chat button. Click it to test the integration!

Website preview with CatchWhen chat widget open in the top-right corner

Success! Your Website Agent is now live and ready to help your website visitors.

Customize Appearance (Optional)

Want to match your brand more closely? Revisit Customize anytime to fine-tune style and content.

Congratulations!

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

Created an intelligent Website Agent trained on your data

Tested and validated response quality

Deployed it live on your website

Made it accessible to your visitors 24/7

Need help? Our support workspace is here to assist you. Visit our Help Center for any questions.