Onboarding Guide

#Let's do it together!

#Step 1: Start Setup

Click the Getting Started button in the top right corner, then select the first option.



#Step 2: Add Knowledge Base

Select your helpdesk platform and enter your Knowledge Base URL in the URL field.



#Step 3: Train Agent

Click Train on Agent to begin training your AI Helply agent.



#Step 4: Crawl Website

If you are not using a Help Desk for your Knowledge Base, click the Crawl Website tab, enter your Knowledge Base URL, and select Fetch Links.



#Step 5: Training Material

Helply will call your website and add all links as training material.



#Step 6: Complete Training

Once satisfied with the training, click Train in the top right corner.



#Step 7: Test Agent

Test your AI agent in the Preview window after training completion.



#Step 8: Customize Agent

Change the agent name and primary color as needed, then click Next.



#Step 9: Connect Help Desk

Select the appropriate integration, click Connect, and enter your API key.



#Step 10: Verify API Key

Select Verify to confirm your API key, then click Connect.



#Step 11: Select Inbox

Click the Inbox dropdown, select your inbox, and click Save.



#Step 12: Launch Agent

Click the Launch button and copy the JavaScript snippet for your website.



#Step 13: Advanced Integration

Click Advanced Integration options for additional features.



#Step 14: Final Test

After adding the widget code, test it on your website to ensure it works.





#Troubleshooting



#FAQ