How To Proceed With Talk2Site
Follow this quick journey from registration to agent creation and live deployment using the CDN script.
Register Your Account
Sign up with your name, email, and password from the authentication page.
Open Dashboard
After login, land on your dashboard and click Create Agent.
Configure & Train
Set bot name, website URL, documents, and prompt. Launch the agent.
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.
Give your AI bot a name
Use a clear name so your team can identify the bot in dashboard and integrations.
Paste your website URL
The crawler scans your site content and learns from relevant pages.
Upload PDFs or company documents
Add internal product, pricing, or service documents to improve answer quality.
Set custom prompt behavior
Define style/rules such as response tone, language, or strict business constraints.
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
