> ## Documentation Index
> Fetch the complete documentation index at: https://docs.zynfo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart: set up your AI agent

> Set up your ZynfoAI agent: name your workspace and agent, train it on your website, set the widget's look and handoff, test it in the Playground, and add it to your website.

# Quickstart

<Note>
  Using Shopify? Install the ZynfoAI app from the Shopify App Store instead. See
  [ZynfoAI for Shopify](/integrations/store-app).
</Note>

<Steps>
  <Step title="Create your workspace and agent">
    Sign in at [app.zynfo.ai](https://app.zynfo.ai). Setup takes four steps, shown as **Step 1 of 4**
    to **Step 4 of 4**: two questions about you, **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.
  </Step>

  <Step title="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 logo and colour in the chat** to
    apply them to the widget. You can change both later on the AI Agent page.

    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 **Add Source**.
    See [Train your AI agent](/knowledge/ingestion-methods).
  </Step>

  <Step title="Set up the widget">
    Go to **AI Agent**. Set the **Agent Name** and **Welcome Messages** on the **General** tab, your
    colour on the **Appearance** tab, and your team's hours on the **Live chat** tab. The preview
    on the right updates as you go. Click **Publish**.

    <Frame caption="Illustration of the AI Agent page: settings tabs on the left, live preview on the right.">
      <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/website-chat-widget-hero.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=899cfe093b7079f050f3e6ba23729c5d" alt="Chat Widget UI Configuration page with General, Behavior, Appearance, Human Handoff and Security tabs, colour and size fields, and a live widget preview" width="2380" height="1192" data-path="images/ui/website-chat-widget-hero.png" />
    </Frame>
  </Step>

  <Step title="Test it">
    Click **Playground** at the top of the AI Agent page and ask the questions your customers ask.
    If an answer is wrong or missing, add or update a source.

    <Frame caption="Illustration of the Playground: check each answer and the sources it came from.">
      <img src="https://mintcdn.com/zynfoai/TpFuLv_P_rJXw8fL/images/ui/faq-automation-hero.png?fit=max&auto=format&n=TpFuLv_P_rJXw8fL&q=85&s=53697de7691fdfe99662870decb48d8f" alt="Agent Playground answering a question about exchanging sale items, with the Sources used and the Data Sources list beside it" width="2380" height="1042" data-path="images/ui/faq-automation-hero.png" />
    </Frame>
  </Step>

  <Step title="Add it to your website">
    Click **Embed Code**, copy the snippet and paste it before the closing `</body>` tag on your site.
    See [Add the chat widget to your website](/embed/html-embed).
  </Step>

  <Step title="Invite your team">
    Go to **Settings → Team** and click **Invite Member**, so teammates can answer handed-off chats in
    the **Inbox**.
  </Step>
</Steps>

The Free Plan lasts 7 days. After that, the dashboard asks you to upgrade before you can keep using it. See [Upgrade and manage your plan](/billing/purchase-plan).

## Related topics

* [What is ZynfoAI?](/introduction/what-is-zynfoai)
* [Use cases](/introduction/use-cases)


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