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An agent is one AI bot for one website or use-case. You train it on your own content, give it a personality, and embed it on your site. One workspace can hold several agents – for example a Support bot and a Sales bot, each with its own knowledge and tone. There are two ways to create one. Most people start from their website. This is the fastest path. You paste your website address and Chatref builds the bot for you – its name, personality, welcome message, and starter questions – then begins reading your site into the Knowledge Base.

Sign up and reach the first screen

Right after you sign up, Chatref asks “What’s your website?” and shows a single box for your address.
2

Paste your website address

Enter your full address, like https://yourstore.com, and submit. While it works, a Learning preview shows your site being scanned.
3

Let Chatref build the bot

Chatref reads your homepage and fills in a name, personality, welcome message, and suggested questions. It also queues a crawl of your whole site into the Knowledge Base, so training starts on its own.
4

Land in the Playground

You arrive in the Playground with training already running. From here you can test your bot and fine-tune it.
You can always add, edit, or remove what Chatref generated. Nothing is locked in – the website scan is just a head start.

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Option B – Start from scratch

Prefer to build it yourself? Create a blank agent with just a name. Chatref fills in sensible defaults so it works right away, and you shape it from there.

Open the Agents page

Click Agents in the sidebar to see every agent in your workspace.
2

Click New Agent

Click New Agent and give it a clear name, like “Support” or “Sales”. This name is only for you – your visitors never see it.
3

Start with the defaults

Chatref creates the agent with a default personality, a starter system prompt, a welcome message, and a default model. It starts in light mode.
Give each agent one clear job. A focused “Sales” bot trained on your pricing pages answers better than one bot trying to do everything.

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What happens next

However you create it, your new agent opens to a dashboard with tabs for the Playground (shape and test it), Sources (its Knowledge Base), Settings, Deploy, and more. Your first stops are usually the Playground and the Knowledge Base.

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Next steps

The Playground

Shape your bot’s personality and model, then test it live.

Knowledge Base

Train your bot on your website, files, and text so it answers accurately.