Quickstart
From an empty tenant to a working agent on your website in about fifteen minutes.
1. Get a tenant
Sign up on agent4.io — a tenant is provisioned for you automatically, with an API key and
access to the console at console.agent4.io.
2. Upload knowledge
In the console, open Documents and upload the material your agent should answer from: PDFs, Word files, or web pages. Documents are parsed, chunked, and embedded automatically; they become retrievable the moment ingestion finishes.
Good starting set: your service/product sheet, a pricing or fee schedule, and the FAQ you answer by email every week.
3. Configure your agent
Open Agents and edit the default agent (or create one):
- System prompt / playbook — who the agent is, what it may discuss, when to hand over to a human.
- Knowledge — which document collections it retrieves from.
- Skills & tools — optional: scheduled follow-ups, MCP tool connections, web search.
4. Try it
Talk to it yourself with the built-in chat preview in the console. Changes apply immediately.
Then let somebody else try it. On Agents in your dashboard, each agent can be handed a simulated visitor — including one who keeps pressing for the thing the agent must never say. Reading a prompt tells you what you wrote; this tells you whether it holds. See testing and changing an agent.
If something is off, you do not have to go back and edit the prompt by hand: say what you want different and approve the specific lines that would change.
5. Put it on your website
Create a share for your agent in the console and copy the embed snippet:
<script src="https://chat.agent4.io/ui/embed.js"
data-token="YOUR_SHARE_TOKEN" async></script>Paste it before </body> on any page. A chat bubble appears bottom-right; the conversation runs
against your agent with your knowledge. See Embed the web widget
for auth modes and options.
6. Add messaging channels (optional)
Connect a Telegram bot or WhatsApp number so customers can continue in their messenger — same agent, same memory. See Telegram & WhatsApp.