Getting Started with Oxaide
Launch your AI customer support agent in minutes. No technical expertise required - just follow these simple steps.
1. Sign Up & Create Your First Agent
Start with a free 14-day trial - no credit card required. Create your account and set up your first AI agent in under 2 minutes.
- Sign up at oxaide.com with your email
- Create your first workspace
- Click "Create Agent" and give it a name
- Choose your agent's personality and tone
Pro Tip
Give your agent a clear name that reflects its purpose, like "Support Assistant" or "Sales Helper" - this helps you manage multiple agents later.
2. Add Your Business Knowledge
Train your agent with your business content. Oxaide automatically processes and optimizes your knowledge for accurate responses.
Website Scraping
- Enter your website URL
- AI automatically extracts relevant content
- Schedule automatic updates (daily/weekly)
- Takes 1-5 minutes depending on site size
Document Upload
- Upload PDFs, docs, or text files
- Perfect for product guides and FAQs
- Automatic text extraction and processing
- Support for multiple file formats
Direct Context
Add critical business information directly in the "Additional Context" field - perfect for policies, pricing, or information not on your website.
3. Customize Agent Behavior
Configure how your agent responds, when to collect leads, and when to escalate to your team. All through simple settings - no coding required.
- Set agent personality and tone (friendly, professional, casual)
- Define when to collect customer information
- Configure human escalation triggers
- Add custom instructions for specific scenarios
- Set up email notifications for leads and escalations
Example Instructions
"You are a helpful customer support agent for [Company]. Always be friendly and professional. When customers ask about pricing, collect their email and notify our sales team. Escalate technical issues to human support."
4. Test Your Agent
Before going live, test your agent thoroughly to ensure it responds accurately and handles escalations correctly.
- Use the preview chat to test conversations
- Ask common customer questions
- Test lead collection and escalation flows
- Verify email notifications are working
- Make adjustments based on test results
Testing Checklist
- • Test 5-10 common customer questions
- • Verify knowledge base answers are accurate
- • Test lead collection form appears correctly
- • Confirm escalation emails are received
- • Check agent stays on brand and on topic
5. Deploy to Your Website
Go live in minutes with our simple deployment options. Choose the method that works best for your setup.
Widget Code (Recommended)
- Copy the widget script code
- Paste before closing </body> tag
- Chat widget appears on all pages
- Customizable position and appearance
Direct Link
- Share unique chat URL
- Perfect for email signatures
- Social media and marketing campaigns
- No code installation needed
You're Live!
Your AI agent is now handling customer inquiries 24/7. Monitor conversations in your inbox, review analytics, and make improvements as you learn what works best.
Next Steps
Now that your agent is live, here are recommended next steps to maximize its effectiveness:
- Review your first conversations in the team inbox
- Monitor analytics to understand customer needs
- Refine knowledge base based on question patterns
- Optimize instructions based on real interactions
- Set up additional knowledge sources as needed
- Consider adding team members for coverage