Skip to main content
By the end of this guide you will have an AI Chat Agent live on your website, trained on your own content, answering a real visitor question that you can watch arrive in your Inbox. You don’t need to write any code beyond pasting one snippet, and you don’t need to prepare any content — Revve builds the first version of the agent from your website automatically.
What you need: a Revve account and the URL of your website. That’s it.

​
Step 1: Create an agent from your website

From the left sidebar, go to Agents > Chat Agents and click + New Chat Agent in the top-right corner. Choose Auto-Create from Website, enter your website URL, and click Create Chatbot. Auto-Create from Website dialog — enter your URL and Revve generates an agent automatically Revve now does the heavy lifting for you:
  1. Crawls your website and extracts its content.
  2. Writes the agent’s instructions based on what your business does.
  3. Builds a knowledge base from your web pages, so answers come from your content.
  4. Generates conversation starters relevant to your visitors.
This takes a minute or two. When it finishes, you land on your new agent’s page.

​
Step 2: Talk to your agent

Open the Preview tab. You get a live, fully working copy of your chat widget — same knowledge, same behavior as the real thing. Preview tab showing the live chat widget with generated conversation starters Ask it the questions your customers actually ask:
  • A question your website answers — it should respond from your content.
  • A question your website doesn’t answer — it should decline gracefully rather than invent something.
  • Click one of the generated conversation starters and see where it leads.
If the Preview panel shows feature cards like Schedule Meeting or Contact Collection marked “Required”, those features were enabled but still need a connected app (for example, a calendar). You can ignore them for now or click Configure — the agent works without them.

​
Step 3: Adjust the basics (optional)

If an answer felt off, click Start Editing, open the Basic tab, and tune two fields:
  • Role — who the agent is (“You’re the assistant for Acme, a B2B invoicing platform…”).
  • Objectives — what it should do and what it must never do (“Answer product questions. Never quote custom pricing — offer a demo instead.”).
Re-test in Preview after each change. Small, specific instructions beat long generic ones.

​
Step 4: Publish

Changes live in a draft until you publish. Click Publish in the top bar (or open the Versions tab), add an optional note, and confirm. Your agent is now live on Revve’s side — the last step is putting it on your site.

​
Step 5: Install the widget on your website

Open the Installation tab and copy the embed snippet (the Preview tab’s Install to my website button takes you there too). Paste it into your site’s HTML just before the closing </body> tag, then publish your site:
Using WordPress? There’s a dedicated plugin — see Website Installation for that path and for advanced options like hiding the launcher.

​
Step 6: Watch the first conversation arrive

Visit your website, open the chat bubble, and send a message as a visitor would. Then go to Inbox in the Revve sidebar: Inbox showing live conversations with the AI agent Your conversation is there in real time — every visitor chat will appear here from now on. If the AI ever needs help, you (or your team) can take over the conversation directly from the Inbox. That’s it — you’re live. 🎉

​
Where to go next

Add more knowledge

Upload documents, crawl more pages, and add FAQs to improve answer quality.

Style the widget

Match the widget’s colors, position, and avatar to your brand.

Build a lead qualification agent

A step-by-step recipe: qualify visitors, capture contact details, and book meetings automatically.

Create a voice agent

Put an AI agent on a real phone number for inbound and outbound calls.