Quickstart

This guide will get you all set up and ready to deploy your first Aimdoc agent and chat widget.

Agent Types

Aimdoc AI offers two distinct agents as a service - sales and operator:

✨ 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.

🤖 Product Operator

Product operators are designed to be used within your product and complete tasks on behalf of your customers like Cursor or Cline in code editors. Select this agent type if you want to give your users the ability to automate tasks with natural language.

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

Creating your first Product Operator

First, navigate to the Aimdoc Dashboard and click the "Create Agent" button.

Set the "Agent Type" to "Operator"

Enter a "Name" and "Website" for your operator

Voila, it's that easy!

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.