Setup My AI

From signup to a working agent in about ten minutes.

By the end you'll have an agent that knows your business from your own website, speaks in a voice you picked, and is embedded on your site ready to answer customers.

Watch It First

Step 1 — Get an Account

Two ways in, depending on where you're coming from.

From Shopify

Install the XInfer.AI app from the Shopify App Store. That's the whole step — your account is created on the Free plan and opens straight into the admin. Upgrade later from Billing Plan whenever you're ready.

Everyone Else

  1. Pick a plan on the Pricing page
  2. Sign in — enter your email for a magic link, or use Google or GitHub
  3. Work through the short account setup:
Confirm EmailClick the link we send you
Complete ProfileFirst name, last name, mobile number
Verify PhoneEnter the code sent by SMS
Select PlanConfirm your choice from step 1

Paid plans then ask for payment details. The Free plan skips that.

Your subdomain — the address customers use — is generated for you. Change it any time on Config Agent.

Step 2 — Run the Setup Wizard

This is where the agent is actually built. Six steps, and the first one does most of the work for you.

1. Website

Enter your website URL and leave AI-assisted mode on. We read your site and pre-fill the rest of the wizard — your hours, what you sell, a suggested personality. You'll see pages crawled and content extracted as it runs.

You can turn it off and type everything by hand, but there's rarely a reason to.

2. Contact

Phone, email, and opening hours, including weekend and holiday exceptions. Your agent uses these to answer "are you open?" and "how do I reach a person?".

3. Details

Your tagline and a description of what you offer. This is what the agent leans on when a customer asks an open-ended question like "what do you do?".

Be specific. "Luxury jewelry specializing in diamonds" gives the agent far more to work with than "we sell jewelry".

4. Personality

Three things on one screen:

  • AI Personality — your assistant's name and its tone: Warm & Friendly, Professional, or Casual. With AI-assist on, you'll see a recommendation and the reasoning behind it.
  • Agent Voice — the voice used for voice chat and phone calls. Pick from the dropdown and press Play to hear a sample. The default is chosen to match your assistant's name, so change the name first if you're going to.
  • Greeting Message — the title and message shown when someone opens the chat.

5. Suggested

Clickable prompts shown at the start of a conversation. They're the difference between a customer typing something and a customer staring at an empty box.

Make them specific to what you sell:

  • Jewelry — "Show me engagement rings under $3,000"
  • Restaurant — "What's on the dinner menu?"
  • Car dealer — "Find SUVs under $40,000"

Five to ten is plenty.

6. Review

Check everything, preview the text and voice prompts that were generated, then click Generate & Save. Your agent is live from this point.

Step 3 — Put It on Your Site

Open Chat Widget from the dashboard Setup card, step 3.

Shopify: open the theme editor, switch on the XInfer.AI app block, save. No code.

Everyone else: copy the snippet and paste it before your closing </body> tag.

<script src="https://xinfer.ai/t/1072/widget.js" async></script>

If your visitors are already signed in to your site, you can pass their details through so follow-up forms arrive pre-filled — see Chat Widget.

Step 4 — Test It

Open your agent's link from Config Agent and try it as a customer would:

  • Ask something only your business would know
  • Start a voice conversation and interrupt it mid-sentence
  • Click each suggested action
  • Ask something you haven't taught it, and see how it handles not knowing

That last one matters most. An agent that invents an answer is worse than one that offers to connect you with someone.

Step 5 — Keep Teaching It

The wizard gets you a good agent from your website alone. A great one needs more:

  • AI FAQs — for answers that must be worded exactly
  • AI Documents — policies, spec sheets, manuals
  • Site Crawl — pages the first pass missed
  • Products — your catalog, with prices and availability

Then watch Tickets. Every ticket is a question your agent couldn't answer — the most useful list you'll have for deciding what to add next.

Troubleshooting

The crawl found nothing. Your site must be publicly reachable and not blocked by robots.txt. Try a specific page rather than the homepage.

Voice doesn't start. Check you selected a voice in wizard step 4, allow microphone access in the browser, and try Chrome.

The widget doesn't appear. Confirm the snippet sits before </body>, and check Allowed Domains on Config Agent includes your site. The browser console logs [XinferChat] errors.

Answers are wrong or vague. Almost always missing knowledge rather than a broken agent. Add the facts, then see Improve AI Responses.

Related Pages