Quickstart

From signup to a live agent answering questions on your site — all in under five minutes. Each step is sized so you can stop and pick it up later.

1. Create an account

Visit the home page and click Get started. ConvTag uses Laravel Fortify for authentication, so you get standard email plus password registration, plus optional 2FA in your account settings later.

On signup, we auto-create your first workspace and a draft agent named after your company domain. If you entered a website URL during signup, that domain is also added to the agent's allowed origins — so the embed works without extra setup.

2. Run the onboarding wizard

Land on /onboarding. The wizard walks you through:

1. Confirm your website URL. The agent will learn from this site.
2. Auto-discover crawlable pages. We probe your sitemap and a handful of common paths (/about, /pricing, /faq, /docs, etc.).
3. Pick which pages to ingest. Each page becomes a knowledge source — text is chunked and embedded into the vector store.
4. Watch them flip to "indexed". Polls every few seconds. Most sites finish in under a minute.
5. Copy the embed snippet. One line of HTML.

3. Embed the widget

Paste this just before </body> on any page where you want the agent to appear. Replace YOUR_AGENT_ID with the value the onboarding wizard shows you (also visible on every Agent's Settings page).

<script
    src="https://your-app.test/widget/widget.js"
    data-agent-id="YOUR_AGENT_ID"
    async></script>

4. Publish the agent

The widget also loads in draft mode locally so you can test, but it will not answer real visitors until the agent is published. From the agent's overview page, click Publish — this snapshots the current persona, prompt, theme, and behavior rules into a versioned agent_version row that the runtime reads.

5. Open the inbox

Head to /app/inbox. As soon as your first visitor sends a message, you will see it appear live. From there you can read transcripts, jump in as a human operator, and capture leads.

What's next?