Getting Started

Welcome to emercai. You have just created your account — and your first AI agent is already waiting for you. This guide walks you through the five steps that turn a fresh account into a working, customer-facing assistant.

Your First Agent

When you complete sign-up, emercai automatically creates an agent for you. You do not need to set one up from scratch. Your agent is the AI that will talk to your customers. It has a persona, it knows your products, and it follows the rules you define.

Think of the agent as a team member: capable out of the box, but better once you have given it context about your business.

Step 1: Set Up Your Persona

The persona defines how your agent presents itself — its name, the role it plays, and the tone it uses in conversations.

Go to Agent Settings and open the Persona tab. Fill in:

Name — what customers will see (e.g., "Aria" or "Support Assistant")
Role — a short description of what the agent does (e.g., "Product advisor for outdoor gear")
Communication style — how formal or casual the agent should sound

A well-defined persona makes conversations feel consistent and on-brand. A customer talking to "Aria from OutdoorCo" has a very different experience than talking to a generic unnamed chatbot.

Step 2: Add Your Products

Your agent can only recommend and discuss what it knows about. Products are the foundation of that knowledge.

Go to Products and click Add product. For each product, fill in the name, a description, and any relevant attributes (price, category, use case, and so on). The more detail you add, the better your agent can match products to customer needs.

You can add products one by one or import a list. Once saved, your products are indexed and immediately available to the agent during conversations.

A widget is the chat interface that appears on your website. It is the entry point your customers use to talk to your agent.

Go to Widgets and click New widget. Give it a name, choose which agent it should use, and configure the appearance if needed. Once saved, emercai generates an embed snippet — a small piece of HTML — that you paste into your website's code.

Every widget is tied to a specific agent, so you can have different widgets for different pages or audiences, each with its own agent configuration.

Step 4: Add Rules

Rules tell your agent how to behave in specific situations. They bridge the gap between what the AI can do and what you want it to do for your business.

Go to Rules and click New rule. A rule is a plain-language instruction, for example:

"Always greet customers by name if they have shared it."
"If a customer asks about bulk orders, direct them to the sales contact form."
"Never mention competitor products by name."

You can add as many rules as your use case requires. Rules are applied every time the agent responds, so changes take effect immediately in all future conversations.

Before you go live, test the widget to make sure everything behaves as expected.

Copy the embed snippet from your widget settings and paste it into a test page — this can be a local HTML file or a staging environment. Open the page in a browser and send a few messages.

Try questions that reflect what real customers might ask. Check that the agent:

Responds in the right tone (persona)
Finds and mentions relevant products
Follows the rules you have set

If something feels off, revisit the relevant setting and test again. Iteration is fast — changes to rules and persona take effect without redeploying the widget.

What's Next?

Once your agent is working, there is more to explore:

Tools — enable additional agent capabilities like sending emails or connecting external APIs
Plugins — extend functionality with pre-built integrations
Analytics — see how customers are interacting with your agent and where conversations drop off
Team members — invite colleagues to help manage agents, products, and rules

You do not need to configure everything at once. Start simple, observe real conversations, and iterate from there.