Set-Up Guides & Help
Everything you need to get started with Chat AgentX. Built for small teams, not tech teams.
Getting started
Chat AgentX was designed to be simple, safe, and easy to manage. With guided onboarding, strong built-in guardrails, and step-by-step instructions available throughout your dashboard, most businesses can have their AI Website Assistant and conversational AI chatbot up and running in about 15 minutes.
Whether you’re using WordPress, Wix, Squarespace, Shopify, or another website platform, you’ll find easy-to-follow installation guides below to help you get started with confidence.
Designed to help customers, not create more work
We provide a powerful AI Website Assistant and conversational AI chatbot designed to engage your website visitors through chat and optional voice conversations, answer questions instantly, capture enquiries, and send leads straight to your inbox.
Simple by design, powerful where it matters, and backed by a team that’s here to help when you need a hand.
Get the most from your assistant
We recommend exploring the Knowledge Base and Best Practice Guides to help you get more accurate answers and the most value from your AI Website Assistant.
The quality of your assistant’s responses is directly shaped by the information you provide. Clear, well-organised content leads to more accurate, helpful conversations with your visitors.
Start in 4 simple steps
Most businesses are up and running in about 15 minutes.
Personalise
Choose your colours, customise your greeting message, and define your assistant’s tone of voice.
Train on your business
Connect your website and add any additional documents, FAQs, products, or services you would like your assistant to know.
Review & refine
Ask a few test questions and make adjustments if needed.
Better information in. Better answers out.
Install & go live
Add Chat AgentX to your website and start answering questions, supporting visitors, and capturing enquiries 24/7.
Less setup. More conversations.
Need a hand?
Our team is here to help. If you have a question, run into a problem, or need something a little more tailored, just reach out — we’d be happy to discuss additional options and explore what might work best for your business.
WordPress Approved Plugin Installation
Install Chat AgentX in Under 2 Minutes!
Follow the simple steps below to get your AI assistant live on your website.
No technical skills needed.
Install Chat AgentX on WordPress in 5 Simple Steps
If someone else manages your website, simply copy and send them your unique Agent ID and these instructions — and they can have it done in 2 minutes!
Copy your unique Agent ID
At the top of the Chat AgentX dashboard page, click:
This is your unique Chat AgentX Agent ID which connects your website to your AI assistant.
Chat AgentX Dashboard
Monitor your AI agent’s activity, messages, and visitor engagement – all in one place.
Log in to your WordPress dashboard
Go to:
Add Plugins
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Search for the Chat AgentX plugin
In the search box, type:
Then:
- • Click Install Now
- • Wait for the installation to complete
Add Plugins
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Activate the plugin
Once installation finishes, click:
Add Plugins
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Add your Agent ID
After activation, look on the left-hand side of your WordPress dashboard menu and go to:
Paste your unique Agent ID into the Default Agent ID field provided. Then click:
Chat AgentX Settings
Connection — Enter your Agent ID to connect your website to your AI assistant.
Save ChangesYou are done!
Your chatbot will appear automatically in the bottom corner of your website.
Visit your website to see your AI chatbot helping visitors instantly.
The plugin is already configured for your agent — no additional coding or complicated setup is required.
Installing Chat AgentX on Wix is quick and easy. Simply copy your installation code from your Chat AgentX dashboard and paste it into Wix.
If someone else manages your website, simply copy and send them your unique installation code and these instructions — they can have it done in 2 minutes!
Log in to your Chat AgentX dashboard and click:
Scroll to the bottom of the page. You will see something similar to this:
Your code is unique to your assistant — don’t worry if it looks different from the example above. Simply click Copy code. There is nothing to edit or change.
Log in to your Wix account and open the website where you want to install Chat AgentX.
Inside the Wix editor, look down the left-hand side bar and click Settings. Then look for Custom Code.
Depending on your Wix version, it may appear under:
Click + Add Custom Code and paste your Chat AgentX installation code into the code box. Then complete the following settings:
Click Publish in the top right corner of Wix. Your changes will not appear on your live website until the site has been published.
Open your live website outside the Wix editor and refresh the page. Your Chat AgentX assistant should now appear in the bottom corner of your website — your AI assistant is now live and ready to help!
Need Help Installing Chat AgentX?
Most Wix websites can be set up in just a few minutes.
If you need assistance, please contact our team and we’ll be happy to help.
This method adds the Chat AgentX assistant to every page of your Squarespace website. It is the recommended setup and does not require any coding knowledge.
If someone else manages your website, simply copy and send them your unique installation code and these instructions — they can have it done in 2 minutes!
Log in to your Chat AgentX dashboard and click:
Scroll to the bottom of the page. You will see something similar to this:
Your code is unique to your assistant — don't worry if it looks different from the example above. Simply click Copy code. There is nothing to edit or change.
Open your Squarespace website dashboard and make sure you are logged in as the site owner or administrator.
Depending on your Squarespace version, Code Injection may be found under one of the following locations:
Inside Code Injection, scroll down and locate the Footer area. Paste your Chat AgentX installation code directly into this field.
Click Save in Squarespace to apply your changes. Your code will not be applied until it has been saved.
Click View Site or open your website in a new browser tab outside the Squarespace editor. Refresh the page and your Chat AgentX assistant should appear in the bottom corner — your AI assistant is now live and ready to help!
Most Squarespace websites can be set up in just a few minutes.
If you need assistance, please contact our team and we will be happy to help.
Other Websites &
Custom Applications
If your website isn't built with WordPress, Wix or Squarespace, simply copy your installation code from the Install on your website tab in your Chat AgentX dashboard and paste it into your website. This method works with most websites and custom-built applications.
Inside your Chat AgentX dashboard, click:
Then click Copy code. Your code is unique to your assistant — there is nothing to edit or change.
Paste the code into your website. Most developers will add the code to the global footer or just before the closing </body> tag so Chat AgentX appears across the entire website.
<Script /> from next/script for optimal loading.
Setting Up Your Knowledge Base
Your assistant learns everything it knows from the content you give it. Follow these three steps to get the best results from day one.
Review Your Imported Website Pages
Keep the information that's useful for your customers
When you connect your website, your assistant scans your public website and imports the pages it finds into your dashboard.
From here, you can review the pages and delete anything you don't feel is relevant to your assistant's knowledge base.
Many businesses leave everything as is. Others choose to remove pages that aren't helpful for customer conversations.
All uploaded files and links appear here. You can delete them anytime.
| Source Name | Type | URL | Manage |
|---|---|---|---|
| FAQs – Chat AgentX | URL | open | 🗑 Delete |
| Setup Guide – Chat AgentX | URL | open | 🗑 Delete |
| Data Processing Addendum | URL | open | 🗑 Delete |
| Why Businesses Trust Us | URL | open | 🗑 Delete |
| Terms & Conditions | URL | open | 🗑 Delete |
| Cookie Policy | URL | open | 🗑 Delete |
- Large legal documents or long legal policies
- Policy pages they don't want referenced
- Temporary or outdated campaign pages
- Duplicate content
- Hidden pages not meant for customers
- Services and product pages
- Pricing information
- FAQs
- About us
- Contact information
- Booking or appointment details
- Customer help and support pages
Give your assistant extra answers it can rely on
Many websites already include FAQs, service information, pricing, and common questions that your assistant can learn from automatically.
If your website already covers these topics clearly, you may not need to upload anything extra.
If you have additional questions and answers you'd like your assistant to know, simply create a short document — PDF works well — and upload it.
Not starting from scratch.
- Common customer questions
- Pricing information
- Service process or next steps
- Delivery or turnaround information
- Booking details
- Questions your team answers regularly
- Information not clearly explained on your website
Test Before You Go Live
Make sure everything looks and sounds right
Before you launch, use the preview window to have a conversation with your assistant. Ask it the kinds of questions your customers would ask and see how it responds.
Adding Clickable Links to
Your Assistant
About this feature
Your Chat AgentX assistant automatically trains on your website content and uploaded documents, allowing it to answer visitor questions immediately using your approved business information. In most cases, no additional setup is required.
If you would like your chat assistant to provide accurate clickable links to important pages within conversations, there are 2 easy ways to do this.
2 ways to add clickable links
You can add clickable links to your assistant in either of these ways:
In the Behaviour section of your dashboard, add your links to the Additional Instructions box. Simply type or copy and paste them (see example below).
Create a simple PDF containing your page names and website links, then upload it to your Knowledge Library. (example below)
Both methods work the same way. Your Chat AgentX assistant will recognise these links and share them with visitors whenever they're relevant during a conversation.
Replace these example pages and website links with your own.
If using uploaded PDF, then upload it inside your Chat AgentX dashboard under:
How does this work?
Your assistant will still answer questions using your website content and approved documents as it normally does.
When appropriate, it may then offer visitors a helpful link to continue, guiding them to the most relevant page on your website — for example: "Would you like a link to our Pricing Page for more details?"
This helps visitors quickly find the information they need without interrupting the conversation.
Is this required?
Your assistant will still answer questions using your website content and approved documents without a PDF link document.
Providing page names and URLs in a PDF is simply an optional way to improve the accuracy and consistency of clickable links shared within conversations.