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New Customer Guide

How To Proceed With Talk2Site

Follow this quick journey from registration to agent creation and live deployment using the CDN script.

Step 1

Register Your Account

Sign up with your name, email, and password from the authentication page.

Step 2

Open Dashboard

After login, land on your dashboard and click Create Agent.

Step 3

Configure & Train

Set bot name, website URL, documents, and prompt. Launch the agent.

Step 4

Deploy on Website

Copy CDN script from Scripts tab and paste before </body> in your site.

Create Agent In 5 Simple Steps

This follows your product flow from dashboard setup to launch.

1

Give your AI bot a name

Use a clear name so your team can identify the bot in dashboard and integrations.

2

Paste your website URL

The crawler scans your site content and learns from relevant pages.

3

Upload PDFs or company documents

Add internal product, pricing, or service documents to improve answer quality.

4

Set custom prompt behavior

Define style/rules such as response tone, language, or strict business constraints.

5

Launch your AI agent

Create the agent and test responses directly from your dashboard.

Deploy With CDN Script

Copy this script and paste it before closing </body>.

  • Got to your agent dashboard → Check the page Scripts → copy your script.
  • Open your website source and paste the script before </body>.
  • Publish your site and refresh; the widget appears instantly.

Integrations To Enable

Google Calendar

Auto-schedule meetings directly from chat.

SMTP Email

Send lead alerts and follow-ups automatically.

Google Analytics

View your live website traffics on your agent dashboard.

Features to Enable

Smart Lead Capture

Auto-detect lead intent and trigger lead form flow during chat.

AI Summery

Generate a short AI summary for each lead so your team can follow up faster.

Instant Popout Chatbot

Show the chatbot immediately when the site get loaded.

What You Get After Go-Live

  • ✅ 24/7 instant response to customer questions
  • ✅ Lead capture with structured details
  • ✅ Automated email and meeting booking flow
  • ✅ Secure, encrypted data handling