Set up your first chatbot

Before you start

You need access to your organization's public website and permission to add a script to it. A website developer can handle installation. If you use Contact Form 7 for submissions, have its connection details ready.

1. Create a workspace

Choose Sign in on Runs Agents, then Create a workspace below the workspace picker. Set the internal workspace name, workspace address, administrator details, and data residency region. The workspace address is the identifier used in your workspace hostname and installation script. It cannot be renamed or reassigned through the product.

Read Data residency before choosing a region. The region is fixed when the workspace is created. Global is not a promise of storage in a particular country.

2. Configure the assistant

Open Agent. Set your organization's Public name, the Assistant name, Instructions, and Welcome message. Add your Privacy policy URL and Privacy contact so visitors can find your organization's policy and contact route. See Configure your chatbot for the different names and translation behavior.

3. Add public knowledge

Open Knowledge and choose Add source. Supply a public website URL. Discovery runs in the background; adding a source does not make every page immediately searchable.

Open the source to check the discovered page hierarchy and page statuses. A source with at most 1,000 discovered URLs starts activation automatically. A larger source waits for you to review the selection and choose Activate source. This threshold is a review step, not a 1,000-page knowledge limit.

Wait until the pages you need show Searchable. See Select pages and update knowledge.

4. Add routing and forms if needed

Use Classifications to define the visitor needs your team wants to distinguish. Use Forms to create in-chat or link-only forms and their recommendations. For in-chat forms, add a Runs Agents workspace connection to receive submissions in the portal, or connect Contact Form 7. A question-answering chatbot can run without classifications or forms.

In Notifications, add shared email recipients or turn on your own subscription for the relevant classifications, including Unclassified where appropriate.

5. Test before launch

Ask real questions whose answers are present in selected pages. Check the source links and try a question your website does not answer. Check names and greetings in every language you expect visitors to use.

For each in-chat form, check consent, prefilled answers, correction, final confirmation, and receipt at the destination.

6. Install and verify

Open Installation, add your website origin, choose the display policy, and copy the script into the site's shared HTML template. Follow Install on your website. In Preview, save your desired launcher position.

Visit an eligible public page in a fresh browser session. Verify the launcher, privacy notice, first answer, conversation in the portal, and any form delivery. Also visit an excluded page to verify its display rule.

After launch

Review conversations for unanswered questions and misleading knowledge. Improve the source material or settings, then refresh the selected knowledge. Recheck forms after changes to their destination fields or spam protection.