> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatnorris.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# First use

> Set up your first agent and get it running step by step.

# First use

This guide takes you from zero to a working agent. The whole process takes less than 10 minutes.

![Screenshot 2026 07 08 221835](https://mintlify.s3.us-west-1.amazonaws.com/chatnorris/images/Dashboard.png)

## Step 1 — Create the agent

**1. Go to My agents**

In the side menu, click **My agents**.

**2. Click New agent**

Click **New agent**. A 6-step wizard opens.

**3. Choose the agent type and your website**

In **What will your agent do?** choose a template (customer support, sales, bookings, e-commerce and more) and fill in the fields it asks for. In **Your website** enter your company's URL and click **Analyze my site**: ChatNorris scans it to detect your brand, write the instructions and train the agent with your content. If you don't have a site, check **I don't have a website**.

**4. Review what was detected and the content**

Confirm the **Business name** and **What does your business do?** and click **Looks good**. Then, in **Train your agent with your site**, click **Train and continue** to add your site's pages to the knowledge base.

**5. Choose the AI model**

You can keep the model marked **RECOMMENDED** and the **Agent instructions** generated from your template. Each option shows how many credits it consumes per message.

**6. Design your widget and create the agent**

Adjust the color, logo, agent name and welcome message while watching the **Preview**. Click **Create agent**: the agent is created as a **Draft** in **My agents**, with the **To publish** checklist (knowledge base, customize, test in Playground and connect a channel).

![Agent creation](https://mintcdn.com/chatnorris/16qwVirrkIq_uU-z/images/Creacion-chatbot.png?fit=max\&auto=format\&n=16qwVirrkIq_uU-z\&q=85\&s=4bd0a9f9ad88fcc30f03b25ca1461766)

[See the creation wizard step by step →](https://docs.chatnorris.ai/en/guias/crear-agente-wizard.md)

## Step 2 — Train it with your content

If you added your site in the wizard, the agent already has a first source. Add more information about your company so it answers accurately.

**1. Go to Knowledge Base**

In the agent menu, click **Knowledge Base**.

**2. Add a source**

Click **Add source** and choose where the content comes from, for example:

* **Crawl a site**, a **sitemap** or a **URL list** — ChatNorris reads the pages and saves their text.
* **Documents** — upload PDF, Word or plain text.
* **Text** — paste any content: policies, price lists, catalogs.
* **Frequently asked questions** — question and answer pairs.

**3. Wait for processing**

Each source is processed in a few seconds or minutes depending on its size. See [Knowledge Base](https://docs.chatnorris.ai/en/guias/knowledge-base.md).

> [!TIP]
>
> Start with your company's frequently asked questions. It's the content that gives the best results from day one.

## Step 3 — Test it before publishing

**1. Go to Playground**

In the agent menu, click **Playground**. A test chat opens that doesn't consume credits.

**2. Ask real questions**

Use questions your customers usually ask. Check that the answers are correct and consistent with your content.

**3. Adjust if needed**

If the answers aren't what you expected, review the instructions in **Settings → AI** or add more content in **Knowledge Base**.

## Step 4 — Publish and install

When the agent is ready, activate it from the agent's **Deploy** tab:

> [tab] Widget on your website
>
> 1. In **Deploy**, open the **Web** channel.
> 2. Publish the widget with the **Publish or unpublish the widget** toggle. Until it's published, your visitors won't see it even if you install the code.
> 3. Copy the widget code and paste it before the closing `</body>` tag on every page where you want the chat.
>
> The floating widget will appear automatically for your visitors.
>
> ![HTML agent](https://mintcdn.com/chatnorris/16qwVirrkIq_uU-z/images/Chatbot-HTML.png?fit=max\&auto=format\&n=16qwVirrkIq_uU-z\&q=85\&s=6ba9d8e1491036ecfe23aa11fc2693a2)
>
> [See the widget installation guide →](https://docs.chatnorris.ai/en/guias/widget-instalacion.md)

> [tab] WhatsApp, Instagram and other channels
>
> 1. In **Deploy**, find the channel under **Available** (WhatsApp, Instagram, Telegram, Messenger, Email or Google Reviews).
> 2. Click **Connect** and follow the steps: WhatsApp and Messenger connect with Facebook, Instagram with your Instagram account, Telegram with the token from @BotFather, and Email by forwarding emails from your mailbox.
>
> Once connected, the agent automatically replies to incoming messages. Channels your plan doesn't include appear under **Not in your plan**.
>
> [See the detailed channels guide →](https://docs.chatnorris.ai/en/guias/canales-whatsapp-instagram.md)

***

Your agent is now live! Now you can:

> [card] [View conversations](https://docs.chatnorris.ai/en/guias/conversaciones.md)
>
> Review chats in real time and reply when needed.

> [card] [Review your metrics](https://docs.chatnorris.ai/en/guias/analytics.md)
>
> Measure your agent's impact from the analytics dashboard.


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