The setup screen, the thirteen templates, and what happens after you paste a URL.
Every agent starts at New chatbot. It is one card: a website, a name, and a template.
The setup card
Website URL. Paste your homepage. We read it straight away, index it, and pull your logo. It also fills in the agent name for you — grandworks.co becomes "GrandWorks" — which you can then overwrite.
Agent name. What your customers see, so "Acme Assistant" rather than an internal label.
Template. Collapsed by default, showing the current pick. Open it to choose from thirteen.
Select Create chatbot to finish. You land on the agent's Knowledge page, watching the first page get read.
Leaving the website blank is fine. You get the template's defaults and add knowledge by hand from Knowledge.
Templates
Templates pre-fill a starting role, tone, opening messages, draft quick answers, and the capabilities that make sense for that kind of business. Pick the closest match and edit afterwards.
- Custom — a blank agent with no presets
- Customer support
- Ecommerce
- Sales & Leads
- SaaS
- Restaurants
- Hotels
- Travel agencies
- Real estate
- Medical practices
- Salons & spas
- Fitness studios
- Law firms
Template quick answers arrive as drafts
A template seeds a handful of quick answers, and they are marked Draft. A draft is visible to you in the builder and is never used by the agent until you publish it.
This is on purpose. Template copy has to say something plausible about a business it knows nothing about — opening hours, payment methods, compliance claims — and an agent asserting invented facts about you is worse than one saying it does not know. Review each one, correct it, and save to publish.
If you gave us a URL, most of them are replaced automatically: once the crawl finishes we generate quick answers grounded in your actual site and swap them in, as long as you have not edited them yourself.
What happens after the first crawl
For an agent created with a URL, we do a one-time setup pass over what we read:
- Fill in the business description if it is still empty
- Add site-specific notes to the instructions
- Turn on capabilities the site clearly needs
- Replace the template's quick answers with grounded ones
- Replace the generic greeting with one that names what you actually do
- Set the avatar from your site's favicon
It runs once per agent, ever, and it never overwrites something you have edited yourself.
There is no "apply a different template later". Templates are a starting point at creation time only. To change direction afterwards, edit Behavior and Capabilities directly — which is all a template does anyway.