Quick Start Guide

Welcome to Goldilocks! This guide will help you set up your AI-powered support agent quickly.

Step 1: Add Your First Document

Your AI agent needs content to learn from. Start by adding a simple document:

1. Navigate to Train in the sidebar
2. Click Add Document
3. Enter a title (e.g., "Return Policy")
4. Paste your content or type it directly
5. Click Save

Step 2: Create Your First FAQ

FAQs give your AI precise answers to common questions:

1. Go to Train > FAQs
2. Click Add FAQ
3. Enter the question customers typically ask
4. Provide a clear, helpful answer
5. Click Save

Step 3: Configure Your Persona

Personas define how your AI agent communicates:

1. Go to AI Agents > Personas
2. Click on your default persona (or create a new one)
3. Set the tone (friendly, professional, etc.)
4. Add any custom instructions specific to your business
5. Click Save

Step 4: Test Your Agent

Before going live, test your AI:

1. Go to Train > Search
2. Type a question your customers might ask
3. Review the response and the sources it used
4. Adjust your content if needed

Step 5: Deploy the Widget

Add the chat widget to your website:

1. Go to Widget > Embed
2. Copy the embed code
3. Paste it before the closing </body> tag on your website
4. Your AI agent is now live!

What's Next?

Now that you're set up, explore these features:

• Customize your widget's appearance
• Set up escalation to human support
• Crawl your existing support site
• View conversation analytics