OneAI Agent Quick Start

Prerequisites

Make sure you have everything you need in order to start:

• Collect any resources you want to add to the Agent database (PDF, URL, free text, etc).
• Go to the Agent page in One AI website. If you don't have an account yet, sign up to access this tab.

Create An Agent

• Click on "+ Add" or "+ Create Agent" in order to initiate the process.
• Define the Agent's name
• Choose its Tone-of-Voice (formal/friendly)
• Click on "Create"

In the new "Add Data" window, you can now choose what resources you want to add to the Agent.

• Choose the tab relevant to the type of resource you want to add

  • Websites: insert a URL (see "Options" for more settings)
  • Files: insert a PDF format file, either by browsing or drag-and-drop
  • Text: insert your free text and give it an indicative title for future reference

• Click on "Add"

• Also notice there are advanced crawling options - use them as needed

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  When the resource is fully uploaded (see "Text" or "Web" next to it in the list of documents), you can start asking the Agent questions about it.

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Add OneAI Agent to your website

There are several options to embed an agent on your website:

1. The easiest way - use our plugin. We have built in plug-ins for Wordpress, Webflow and Wix (more are coming soon!)
2. Use our embedding code snippet (click 'Other Platforms' or see here
3. Use our Agent Chat API
4. Use or Voice Integration to connect the agent to your telephony system (talk with your designated One AI Success Manager for more details)