Quick start: put your first agent live

How Agenola works

In Agenola, your customers talk to an avatar. An agent decides what the avatar asks and does; the knowledge base holds the information it answers from; integrations connect the apps you use (your calendar, help desk or online store, for example).

When you publish an agent, you can add the agent to your website or send its share link; the customer talks to the avatar by voice or text.

1. Account and workspace

1. Sign up with your Google account, or with your work email, first name and last name. If you signed up with email, set your password; the password rules are checked off as you type.
2. Verify your email: enter the 6-digit code sent to your address, or click the link in the email. The code is valid for 10 minutes; if it didn't arrive you can request a new one or fix a mistyped address. If you signed up with Google you skip this step.
3. Answer a few short questions: your industry (one of 14), your role in the business, your company size, and the apps you use (suggested for your industry and role; you can skip this). Each choice moves you to the next question.
4. Your workspace is created when you pick your industry; its name comes from your name; you can change the name, industry and logo on the Account → Business page. When the questions are done you move on to the plan step. If you leave midway, signing in again takes you back to the question you left.
5. In the last step you choose your plan: you enter your card in Stripe, the first monthly fee is charged right away and the plan's full credits open. There is no free trial; you can cancel anytime. See plan and billing for details.

The panel doesn't open until a plan is chosen. Team members you invite to this workspace then see a screen saying it's waiting for the owner to choose a plan.

If you installed Agenola from a marketplace such as Shopify, you create the workspace with the short form and can then connect your store on the Integrations page. Workspaces billed through Shopify choose their plan in Shopify.

New workspaces don't come with sample agents; you set up your first agent in step 3.

The “Finish setting up” list on the Home page shows what to do next: publish your first agent, tell the agent about your business, connect the apps you picked at sign-up, add the agent to your website and invite your team. Each step completes by itself once you've done it.

2. Connect the apps you use

Connect the apps you use on the “Integrations” page (your calendar, help desk or team tools, for example); the apps you picked at sign-up also show up in the setup list on the Home page. See the integrations overview.

If you have an online store, connect it too: Shopify, WooCommerce or Magento. The agent reads your products, prices and stock from your store on every question; the catalog isn't copied.

Once connected, a store agent for your store is created automatically and the agent is added to your storefront (in Shopify you turn it on under “App embeds” in the theme editor).

3. Set up your first agent

On the “Agents” page, click “New Agent”. The window opens on “Ready-made agents”: pick the one that fits your work and tailor it with a few questions. If none fits, write what the agent should do under “Create with AI” and let AI build the steps, or start a blank agent with “Create from scratch”. You can also preview one of the agents under “Recommended for you” on the Home page and add it from there.

If you connected a store, open the store agent created for you and edit it.

In the flow editor you build the conversation by adding steps and connecting them. See the flow editor article for details.

4. Give the agent information

Add the questions customers ask most and the facts about your business (opening hours, prices, return and cancellation terms and so on) to the “Knowledge base” page. The flow's AI Assistant step answers from there.

If you connected a Shopify, WooCommerce or Magento store, your store's information pages (returns, shipping and so on) are imported into the knowledge base automatically.

5. Choose the look and the avatar

On the flow editor's “Design” tab, choose the avatar, your logo, your colors and the page layout.

6. Try it and go live

1. In the editor, use “Preview” to try the agent as a customer will see it.
2. Use “Save” to keep your changes, then click “Publish”: saved changes reach visitors only once you publish, and a draft agent isn't open to visitors at all. The store agent created when you connect a store is already published (v1); your changes to it go live with “Publish” too.
3. Bring the agent to your customers: to add it to your website, choose “Add to website” from the three-dot menu in the agent's row on the “Agents” page (see publishing an agent); to share it by email or on social media, copy the link with “Copy public link” in the same row. If you connected a store, the agent is already on your store; open your store and check that it appears.