HOW IT WORKS
Launch Your AI Support Agent in Four Guided Steps
After you create your workspace with Google, guided onboarding walks you through Profile, Describe Your AI Agent, Knowledge Base, and Go live. Then use the four steps below to configure, train, publish the Website Chat Widget, and review conversations and leads.
Guided setup · No credit card required · 7-day free trial
Create your workspace, describe your Agent, add business knowledge, test responses, and publish the Website Chat Widget.
Step 01
Create and Configure Your AI Agent
Set up how your agent looks, sounds, and captures interest before you add knowledge.
- Agent name, avatar, and description
- Tone and response behavior
- Welcome message and suggestions
- Lead-capture settings
- Widget branding
Step 02
Add Your Business Knowledge
Train the agent on the content you approve so answers stay grounded in your business.
- Files
- FAQs and Q&A
- Text snippets
- Datasheets
- Testing common questions
- Improving missing information
Test common questions in the playground and improve your knowledge whenever information is missing. Test common questions in Agent Playground Preview.
Step 03
Publish It on Your Website
Connect your site, install the widget, and confirm everything looks right before launch.
- Add the allowed website
- Copy the script or iframe code
- Install the widget
- Preview desktop and mobile
- Complete final testing before launch
Step 04
Manage Conversations, Leads, and Insights
After launch, use your workspace to follow conversations and keep knowledge improving.
- Review conversations
- Capture and manage leads
- See topics and sentiment
- Review analytics
- Identify unanswered questions
- Improve the knowledge base over time
Some analytics and export features depend on your selected plan.
What Assistrio Helps You Do
Answer repetitive questions
Give visitors grounded answers using your approved business knowledge.
Capture qualified leads
Collect visitor details naturally when someone needs further assistance.
Understand customer needs
Review conversations, topics, sentiment, leads, and unanswered questions.
Setup help
Want setup help for your first Agent?
Assistrio can help with initial Agent setup guidance, organizing business knowledge, and Website Chat Widget publishing guidance. This is hands-on setup assistance — not custom development, CRM integrations, or a large support team. Request it through the contact form; availability can vary.
- Initial Agent setup guidance
- Help organizing business knowledge
- Widget publishing guidance