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Welcome to Deflect. This page is a fast orientation. For a complete go-live path (snippet, domains, embed, verification), follow Launch an agent on your website next.

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Step 1: Create your agent

  1. Log in to the Deflect Dashboard.
  2. Open Agents → Create agent.
  3. Name it (e.g. Website support) and open it in the Agent editor.

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Step 2: Persona and language

  1. Set the System prompt — who the agent is, tone, and what it must not do.
  2. Pick Language behavior (fixed locale or dynamic). Details: Set language.

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Step 3: Add knowledge

Content is not uploaded from inside the agent. You add it in the Knowledge Base area of the dashboard, then link it to the agent.
  1. Open Knowledge Base (sidebar). Upload PDF or Markdown files and/or add a website / web crawl source there.
  2. Wait until each source shows as processed / ready before expecting accurate answers.
  3. Open your Agent → Agent editor → Knowledge (or Add knowledge base) and link the knowledge base(s) you created.
See Knowledge base for detail on files, web crawl, schedules, and linking.

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Step 4: Test in the dashboard

Use the test chat in the Agent editor to confirm answers and tone.

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Step 5: Put the widget on your site

  1. Settings → Widget → create an API key, pick this agent, copy the embed snippet.
  2. Settings → Domains → add your website hostname(s).
  3. Paste the snippet before </body> on your site.
Full checklist, troubleshooting, and screenshots: Launch an agent on your website and Widget installation.
You can refine prompts and knowledge anytime. For handoff, tickets, and CRM-style flows, see Human handoff and Tickets.