Quickstart
This guide will get you all set up and ready to deploy your first Aimdoc agent and chat widget.
You will not be charged for any LLM calls made by your agent, nor do you need to provide any payment information to get started. LLM requests, concurrency and scale is all handled by Aimdoc.
Agent Types
✨ Sales Agent
Whether you're a startup or a large enterprise, you can use Aimdoc to create a 24/7 inbound sales agent for your landing page. This agent acts as a sales rep and is made for top-of-the-funnel and product led growth. Select this agent type if you want to generate more leads and convert more customers. Sales agents are trained to answer questions about your product, schedule meetings, sync leads with CRMs, and upsell your business.
Creating your first Sales Agent
Creating a Sales Agent Automatically with AI
Sign in to the Aimdoc dashboard by clicking the "Sign in" button in the top right corner. Navigate to the "Agents" page and click the "Create Agent" button.
Select the option "Create with AI"
You will be directed to the Aimdoc Wizard, where you must supply the URL of your website. Add the root URL of your website and select the agent type as "Website".
The wizard will crawl your website and extract the pages to build your agent's knowledge base. It will then use the knowledge base to create you agent's persona and goal as well as customizations for the agent's appearance. It will also generate prompt starters and display text for your chat widget.
Creating a Sales Agent Manually
Sign in to the Aimdoc dashboard by clicking the "Sign in" button in the top right corner. Navigate to the "Agents" page and click the "Create Agent" button.
Select the option "Create Manually"
You will be prompted to enter a name for your agent, and then you will be able to select the agent type, persona and purpose of your agent.
Here are some examples:
| Website | Goal | Persona |
|---|---|---|
| SaaS Landing Page | Generate qualified leads and book demos | Professional sales rep focused on understanding needs and scheduling meetings |
| E-commerce Store | Drive sales and answer product questions | Friendly product expert who can make recommendations and handle objections |
| Real Estate Site | Capture buyer/seller leads and schedule viewings | Licensed real estate agent who can discuss properties and market trends |
| B2B Software | Technical sales and implementation questions | Solutions engineer who can explain features and integration details |
| Professional Services | Client inquiries and consultation bookings | Knowledgeable consultant who can explain services and qualify prospects |
What's next?
Great, you're now set up with an agent that can bring instant value to your users. Next, you'll want to customize it to your liking and embed it into your site.