How to build your first AI agent. No code, five minutes, and it answers real customers.

You can build your first AI agent in about 5 minutes without code. You sign up, add your website so the agent reads it, give it a name and a tone, ask it a question and put it on your site. The agent answers only from your own content, in the customer's language, and says so when it does not know.

No code 5 minutes5 steps, 1 minute eachBeginner friendlyPart 2 of 5
A customer on a laptop with a card in hand, about to buy from a website

In short: 5 minutes, no code, 5 steps.

  1. 1.Create your account and choose Website
  2. 2.Add your website
  3. 3.Name it and pick a tone
  4. 4.Ask it a question
  5. 5.Put it on your site
Start free for 7 daysJump to step 1

Last updated:

The five steps at a glance

Total: 5 minutes, from sign-in to live.

  1. 1 min

    Create your account and choose Website

    Choosing Website creates your first agent for you.

  2. 1 min

    Add your website

    This is the agent's knowledge. It answers from this and nothing else.

    Train › Knowledge Base

  3. 1 min

    Name it and pick a tone

    Three choices, and they save by themselves.

    Train › Optimize

  4. 1 min

    Ask it a question

    The preview sits right beside your settings.

    Train › Optimize

  5. 1 min

    Put it on your site

    WordPress, Wix and Shopify have their own button. Anything else takes one copy and paste.

    Deploy › Widget

What you need

  • A website, or a PDF or a few lines of text the agent can learn from
  • A SimplyBoost account. You create it in step 1, with a 7-day free trial and 100 AI replies
  • Five minutes

You will not write any code. Every step is a click or a typed word. What no code means here.

The 5-minute path, step by step

  1. 1

    Create your account and choose Website

    1 minuteNo code

    Choosing Website creates your first agent for you.

    Do this

    1. 1Open get.simplyboost.io and choose Create account. Prefer Google? Choose Continue with Google and skip the email step.
    2. 2Type your work email and a password of 8 characters or more.
    3. 3Open the email we send and click the link. It works for 24 hours.
    4. 4On the first screen, Where do you want to start?, pick Website. A short setup guide starts at the top of the dashboard.

    You should see: Your dashboard, with a progress bar for the setup guide.

    Good to know: A bar at the top shows each step and your progress. Leave halfway and you pick up where you stopped.

  2. 2

    Add your website

    1 minuteNo code

    In the app:Train › Knowledge Base

    This is the agent's knowledge. It answers from this and nothing else.

    Do this

    1. 1Open Train, then Knowledge Base, and choose Add website.
    2. 2Type your website address.
    3. 3Leave Whole site selected. Choose This page only if you want a single page.
    4. 4Set Keep in sync to Weekly so answers stay current.
    5. 5Choose Add. It shows Queued, then Processing, then Ready.

    You should see: Your website marked Ready, after about a minute.

    Good to know: No website? Drop a PDF on the page or type text instead. Anything you add becomes the agent's knowledge.

  3. 3

    Name it and pick a tone

    1 minuteNo code

    In the app:Train › Optimize

    Three choices, and they save by themselves.

    Do this

    1. 1Open Train, then Optimize, then Personality.
    2. 2Type an Agent name.
    3. 3Leave the Role on Support agent, or change it.
    4. 4Pick a Tone, for example Friendly.

    You should see: A Saved tag at the top.

    Good to know: Leave Primary language on Match the customer's language and the agent replies in whatever language the visitor writes.

  4. 4

    Ask it a question

    1 minuteNo code

    In the app:Train › Optimize

    The preview sits right beside your settings.

    Do this

    1. 1Type a real question from your inbox into the preview chat, for example Do you ship to Belgium?
    2. 2Read the answer and look at the source under it.
    3. 3Ask one more, this time about something your website never mentions.

    You should see: A right answer with its source, and an honest answer when it does not know.

    Good to know: A wrong or missing answer is easy to fix. Add it in the optional steps below, then ask again.

  5. 5

    Put it on your site

    1 minuteNo code

    In the app:Deploy › Widget

    WordPress, Wix and Shopify have their own button. Anything else takes one copy and paste.

    Do this

    1. 1Open Deploy, then Widget, and choose Go live.
    2. 2Pick your platform. The panel shows what to do for it.
    3. 3WordPress: in WordPress go to Plugins, Add New, search for SimplyBoost Chat, choose Install Now and Activate. Then open Settings, SimplyBoost Chat, paste your Bot ID from the same panel and save. See the WordPress guide.
    4. 4Wix: add SimplyBoost AI Chat from the Wix App Market, click Set up and publish. There is nothing to paste. See the Wix guide.
    5. 5Shopify: switch on SimplyBoost Chat under App embeds in the theme editor and save. See the Shopify guide.
    6. 6Squarespace, Webflow or any other site: the panel gives you one line. Copy it and paste it in the site footer. That is the only copy and paste in this guide.

    You should see: The chat button on your live site.

    Good to know: Chat on your own site is only the start. The same agent can answer on WhatsApp and Instagram once you add those channels.

That is it. You are live.

Here is what you have now.

  • An agent that answers from your own website and files
  • A name, a tone and a greeting that sound like you
  • The chat live on your site, in the visitor's language
  • A list of the questions it could not answer, ready to fill in
  • A way to reach your team when a person is needed

Want to check it properly? 25 questions to test your AI agent.

The SimplyBoost character relaxing in a deckchair while the agent answers customers

Make it yours, now that you are live

None of this is needed to go live. Do one a day, or when a customer shows you what is missing. About 15 minutes in total, and no code in any of it.

  1. 1

    Add files, text and Q&A

    3 minutesNo codeOptional

    In the app:Train › Knowledge Base

    Anything that is not on your website goes here.

    Do this

    1. 1In Knowledge Base, drop a PDF, Word file, CSV, text file or image anywhere on the page. Up to 50 MB each, and scanned PDFs are read too.
    2. 2Choose Text snippet for facts you write yourself, such as opening hours.
    3. 3Choose Q&A when you want one exact answer to one exact question.

    You should see: Each new source listed as Ready.

  2. 2

    Mark your source of truth

    1 minuteNo codeOptional

    In the app:Train › Knowledge Base

    One switch for the document that must win.

    Do this

    1. 1Open the source that holds your prices or policies.
    2. 2Switch on Source of truth. It is ranked higher when another source says something different.

    You should see: The switch on, on that source.

  3. 3

    Tell it what your business does

    3 minutesNo codeOptional

    In the app:Train › Optimize

    Instructions shape how it answers. Facts still belong in the Knowledge Base.

    Do this

    1. 1In Optimize, open Behaviour.
    2. 2Answer What does your business do? in a few sentences. Start from what your knowledge covers drafts it for you.
    3. 3Add How should it behave?, and one rule per line under Specific situations.
    4. 4Under What should it never do?, write the hard limits, for example Never promise delivery dates.

    You should see: Your instructions saved.

  4. 4

    Write a greeting and starter questions

    2 minutesNo codeOptional

    In the app:Train › Optimize

    The first thing a visitor sees.

    Do this

    1. 1In Optimize, Behaviour, find Conversation.
    2. 2Type a greeting title, and up to 3 starter questions of 60 characters each.
    3. 3Leave Reply feedback on so a thumbs-down lands in Missing answers.

    You should see: Your starters under the greeting in the preview.

  5. 5

    Style the chat window

    3 minutesNo codeOptional

    In the app:Deploy › Widget

    Make it look like your site. Changes save by themselves.

    Do this

    1. 1Open Deploy, then Widget. The preview beside the settings shows what visitors will see.
    2. 2On Layout, choose Chat window or Ask bar, the launcher shape and the position.
    3. 3On Brand, pick one of 10 themes, light or dark, and your primary colour.
    4. 4On Content, choose whether the chat opens by itself after 1 to 10 seconds.

    You should see: The preview in your colours. On phones the chat opens full screen.

  6. 6

    Set your safety net

    1 minuteNo codeOptional

    In the app:Train › Optimize

    When a person is needed, your team hears about it.

    Do this

    1. 1In Optimize, open Handover and leads.
    2. 2Type your support email in Escalation email.
    3. 3Choose Send a test alert and check that it arrives.

    You should see: The test email in your inbox.

  7. 7

    Fill the gaps every week

    2 minutesNo codeOptional

    In the app:Train › Knowledge Base

    The fastest way to a better agent.

    Do this

    1. 1Open Knowledge Base, then Missing answers.
    2. 2Answer each question once. The agent uses it from then on, and for similar questions.

    You should see: A shorter list each week.

Questions people ask

About 5 minutes from sign-in to a live chat: create the account, add your website, pick a name and a tone, test it and put it on your site. Each source is ready in about a minute.

No. Every step is a click or a typed word. The only thing you ever paste is one line in the footer of a site that is not WordPress, Wix or Shopify, and the panel gives you that line.

Only from what you add: your website, files, text snippets and Q&As. If your content does not cover a question, it says so instead of guessing. See what a no-code AI agent is.

Add the right answer as a Q&A or a text snippet, or mark the source that holds it as your source of truth. Questions it could not answer are collected under Missing answers.

Yes. When a visitor asks for a person, or the agent cannot help, the conversation goes to your team by email, in the dashboard, in Slack or as a ticket in your helpdesk.

A team can have up to 3 active agents, and one agent can run on any number of sites.

Plans start at €39 a month for 500 AI replies and include the website chat, WhatsApp and Instagram. See pricing.

Keep going

A shop owner packing orders at a table, with parcels ready to ship

Previous in the series

How to build a Shopify chatbot

Connect your store, switch on the chat in your theme and test it with a real order.

Read the guide

The SimplyBoost character ringing a bell for a new lead

Next in the series

How to build a lead capture agent

An agent that asks for contact details by itself and rates every lead.

Read the guide

More how-to guides

Good to read first

The details

Try SimplyBoost with your own content

Start a 7-day free trial with 100 AI replies. Add your website, install the widget and see how the agent answers your customers.

Start free trial
See pricing
  • 7 days, 100 AI replies
  • From €39 a month
  • Hosted in Europe