Set up your ZynfoAI agent: name your workspace and agent, add your website, set the agent and chat widget, publish and test it, add it to your website and invite your team.
Using Shopify? Install the ZynfoAI app from the Shopify App Store instead. See
ZynfoAI for Shopify.
1
Create your workspace and agent
Sign in at app.zynfo.ai. Setup takes four steps, shown as Step 1 of 4
to Step 4 of 4: two short questions about you (Welcome to ZynfoAI), Name your
workspace, Name your AI agent, and Train your AI agent. The preview beside the form shows
the chat as customers will see it.If you reload the page or leave and come back, setup continues where you stopped.
2
Train your AI agent
Enter your Website address (yourstore.com is enough) and click Train AI agent. If ZynfoAI
finds your logo and brand colour on the site, tick Use your colour in the chat (it says logo and colour when a logo is found too) to
apply them to the widget. You can change both later on the AI Agent page.
Onboarding step 4 of 4, with sample data.
You can also Skip for now. The Dashboard then asks for your website address until the agent
has a source.To add more pages, files or Google Docs later, go to Data sources and click Train AI agent.
See Train your AI agent.
3
Set up the agent and the widget
Go to AI agent. On the Agent tab, set the Name and Welcome messages. On the
Website tab, set the Main colour and Position under Look. On the Team inbox
tab, set Working hours if your team will take over chats. The preview updates as you go. When
the Save changes bar appears, click it, then click Publish at the top of the page.
The AI agent page, Website tab, with sample data.
4
Test it
Click Test chat (new tab) at the top of the AI agent page. The Agent Playground opens in a
new tab. Ask the questions your customers ask. Test chats don’t use your monthly AI replies.
If an answer is wrong or missing, add or update a source.
The Agent Playground, with sample data.
5
Add it to your website
On the Website tab, open Add to your website, pick your platform (Any website (HTML),
Shopify, WordPress, Wix or Squarespace), click Copy code, and paste it before the
closing </body> tag on your site. Then use Verify installation to check it. The status
changes to Live on your site once the chat has loaded there.
See Add the chat widget to your website.
The Add to your website section, with sample data.
6
Invite your team
Go to Settings → Team and click Invite teammate, so teammates can answer handed-off chats in
the Inbox.
A new workspace starts with a 7-day trial with everything on. No card is needed. To keep going,
choose Starter ($39 a month) or Pro ($99 a month) in Settings → Billing & Usage. Pro adds
live chat handoff, the email channel and messages outside the chat. If you
don’t upgrade, the workspace moves to the Free plan when the trial ends: the AI keeps answering from your
knowledge base (100 AI replies a month) and the dashboard becomes read-only. See
Free plan and read-only mode and
Upgrade and manage your plan.
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