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Getting started

Getting started

This walks a new team from sign-up to a working AI agent on your website in a few minutes.

1. Create your workspace

  1. Go to your Zuhile dashboard and choose Create account.
  2. Enter your name, your business name, and a work email, then accept the Terms of Service and Privacy Policy.
  3. You’ll land in your new workspace — the container for your team, conversations, knowledge, and settings.

Your business name becomes your workspace. You can invite teammates later from Settings → Team.

2. Add knowledge

The AI agent answers only from what you give it, so add your content first.

  1. Open Knowledge.
  2. Upload PDFs or images, or add a URL to crawl (help articles, product pages, policies).
  3. Zuhile indexes the content so the agent can retrieve and cite it.

See Knowledge base for details.

3. Embed the widget

  1. Open Settings → Embed and copy your snippet (it contains your public key).
  2. Paste it before </body> on your site.

The full guide is at Widget → Installation.

4. Invite your team

From Settings → Team, invite agents by email. They receive a link to join your workspace and can work from the web dashboard or the mobile app.

5. Go live

  • Toggle yourself Available (top-right of the Inbox) so visitors see a human is online.
  • Set your business hours and notifications in Settings.
  • Test it: open your site, chat with the widget, then watch the conversation appear in your Inbox.

What next?

  • Tune how the agent behaves and hands off → The AI agent
  • Handle live conversations → Inbox
  • Track resolution and CSAT → Analytics