Step by Step Guide to Set Up AI Agents On Your Website

Your website could be doing a lot more — like answering questions instantly, capturing leads, and providing round-the-clock support. That’s exactly what AI Agents are built for. They’re transforming how businesses engage online, offering instant assistance without writing a single line of code.

In this guide, you’ll learn how to set up your own AI Agent using TalktoAgent in just a few minutes.

Whether you’re an E-commerce, Education, Healthcare, Real Estate, or Software Website — this no-code solution is built to help you engage visitors, answer questions instantly, and never miss a lead again.

What You Need Before You Start

Here’s what you’ll need:

• 2 minutes to sign up for a free TalktoAgent account 
• A live website URL developed in any language or framework such as WordPress, shopify, Wix,Webflow or custom. 

Setting Up AI Agent On Website

Step 1: Create your free account, head over to TalkToAgent.com and sign up with your email. 

Step 2: Add your company details, fill in your company name, industry, full name, title, and mobile number.

Step 3: Enter your website URL click on train AI Agent. TalktoAgent will automatically crawl your site (FAQs, product pages, blogs, services, contact info) to train your AI Agent.

You can also upload additional SOPs that your customers may refer to — the AI will use these to answer more accurately.

You can additionally upload files (PDFs, Docs, etc.) that your customers may refer to — the AI will use these to answer more accurately.

Step 4: Test or install Agent once training is complete, click on test GenAI. You can click Install to deploy it immediately or skip and do it later.

You’ll then be directed to your dashboard.

Step 5: Configure AI Agent settings in the left menu, click AI Agent, then go to Agent settings:

• Name your AI Agent
• Choose language and tone (Friendly, Professional, Witty)
• Fine-tune the responses

Step 6: Customize appearance under appearance (AI Agent), change the widget style, chat interface, and lead form to match your brand identity.

Step 7:  Install the Agent on your website, copy the installation snippet and paste it into your website’s HTML (just before the tag).

Test & Go Live

Once installed:

• Interact with your AI Agent on your live site
• Ask common questions
• Adjust responses or tone as needed

Pro Tip: Have a teammate test the AI Agent from a visitor’s point of view.

Explore Bonus Features

• Lead Capture Mode – Collect emails or phone numbers from chat
• Chat Simulation – Preview typical conversations
• Analytics Dashboard – See what visitors are asking and how your agent performs
• ROI Calculator – Measure how much time and cost you’re saving

Troubleshooting & FAQs

• Agent not loading? Check if the snippet is placed correctly and the domain is verified.
• Missing content in replies? Upload supporting files or add more pages.
• Need help? Reach us at ceo@talktoagent.com or use in-app support.

Conclusion

With just a few simple steps, you can set up an AI Agent that turns visitors into customers. No code. No technical hassle. Just smart conversations — on autopilot.

Start free today →TalkToAgent
Book a Demo →15 mins Demo

Have questions? Contact us at ceo@talktoagent.com

Happy building!