Creating Your First Chat Agent

Creating Your First Chat Agent

Set up an AI-powered chat widget in under 5 minutes.

Steps

1. Log in to your Site2CRM dashboard
2. Click "Chat Widget" in the sidebar
3. Click "Create Chat Agent"
4. Fill in the required information:
   • Business name
   • Business description
   • Services you offer
5. Configure your goal (see below)
6. Customize appearance (optional)
7. Click "Save"
8. Copy the embed code

Required Information

Business Name The name shown in the chat header. Usually your company name.

Business Description A brief description of what your company does. The AI uses this to answer questions accurately.

Example: "We're a marketing agency specializing in paid advertising for e-commerce brands. We help businesses scale from $10k to $100k+ monthly revenue."

Services List your main services or products. Be specific so the AI can discuss them intelligently.

Example:

• Facebook & Instagram Ads management
• Google Ads campaigns
• Landing page optimization
• Conversion rate optimization

Using Templates

Don't want to start from scratch? Use a template:

1. Click "Use Template" at the top
2. Choose your industry (SaaS, Agency, E-commerce)
3. Template auto-fills business description, services, and recommended settings
4. Customize as needed

Next Steps

After creating your agent:

1. Configure your primary goal
2. Set persistence level
3. Customize appearance
4. Embed on your site