Getting Started
Step-by-step guide to create your first AI agent and deploy it to your website. Perfect for beginners.
1. Create Your Account
Sign up for AI Desk and access your console dashboard to manage your AI agents. Start with our free tier.
- • Visit AI Desk homepage and click "Get Started Free"
- • Verify your email address
- • Access your personal workspace at /console
Free tier: 1 AI agent + 100 message credits/month2. Create Your First Agent
Set up an AI agent tailored to your business needs with custom instructions and knowledge base.
- • Navigate to "Agents" in your console sidebar
- • Click "Create New Agent" button
- • Enter agent name and description
- • Write detailed instructions defining your agent's role and tone
- • Add knowledge sources (website URLs, documents, or Google Docs)
- • Configure goals and behavioral guidelines
- • Enable desired integrations (website widget, Instagram, etc.)
💡 Pro Tip
Write specific instructions like "You are a helpful customer support agent for [Company Name]. Always be friendly, professional, and redirect pricing questions to our sales team."
3. Test and Deploy
Test your agent and deploy it to your website or social media channels.
- • Use "Test Chat" button to verify agent responses
- • Copy website widget code from "Deployment" tab
- • Add the script tag to your website's HTML
- • Monitor conversations in your inbox
Website widget code:
<script src="https://www.aidesk.us/widget.js" data-agent="YOUR_AGENT_ID"></script>4. Monitor and Improve
Track performance and continuously improve your agent based on real conversations.
- • Review conversations in your inbox
- • Monitor message credit usage
- • Update agent instructions based on common questions
- • Add new knowledge sources as needed
- • Set up human escalation for complex issues
🎉 You're Ready!
Your AI agent is now live and ready to help your customers. Most users complete this setup in 10-15 minutes.