> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cosmo.humanizing.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboarding

> Step-by-step guide to creating your first Chatbot through the onboarding wizard

## Overview

The onboarding wizard guides you through creating a fully configured AI agent in just a few minutes. The process automatically discovers your website content, extracts your brand colors, and trains your agent on your knowledge base.

<Tip>
  The onboarding wizard is designed to get you up and running quickly. You can always customize and add more content to your agent after the initial setup.
</Tip>

## The 4-Step Process

<Steps>
  <Step title="Enter Your Domain">
    Provide your website URL to begin content discovery
  </Step>

  <Step title="Fetch & Select URLs">
    Review discovered pages and choose which content to import
  </Step>

  <Step title="Configure Branding">
    Customize your agent's appearance with avatar, theme, and colors
  </Step>

  <Step title="Content Ingestion">
    Watch as your agent is created and trained on your content
  </Step>
</Steps>

***

## Step 1: Enter Your Domain

The first step begins with identifying your website and naming your agent.

### Agent Name

Give your agent a descriptive name that reflects its purpose. This name appears in the dashboard and helps you identify the agent among multiple agents in your workspace.

<Note>
  Choose a name that's meaningful to your team. For example: "Sales Support Agent", "Product Help Bot", or "Customer FAQ Assistant".
</Note>

### Default Language

Select the default language your agent will use to greet visitors and respond to conversations. This sets the agent's conversation language independently from the app UI language.

<Tip>
  For German-market deployments, select **German** here to ensure your agent greets visitors in German by default. You can change this anytime from the agent's localization settings.
</Tip>

### Website Domain

Enter your main website URL (e.g., `https://yourdomain.com`). The platform uses this to:

* **Discover pages**: Automatically find all crawlable pages on your domain
* **Extract branding**: Detect your brand colors for widget customization
* **Set context**: Help your agent understand where it will be deployed

| Input Format   | Example               | Result                        |
| -------------- | --------------------- | ----------------------------- |
| Full URL       | `https://example.com` | Uses as-is                    |
| Domain only    | `example.com`         | Adds `https://` automatically |
| With subdomain | `docs.example.com`    | Respects subdomain            |

***

## Step 2: Fetch & Select URLs

After entering your domain, the platform automatically discovers all available pages using intelligent web crawling.

### URL Discovery

The crawler finds all public pages on your domain and displays them in a list. You'll see:

* **Total pages found**: The number of pages discovered
* **Page URLs**: Full URLs of each discovered page
* **Selection controls**: Options to select, deselect, or filter pages

<Tip>
  The URL discovery typically finds up to 100 pages during onboarding. You can add more sources later from the Sources section.
</Tip>

### Filtering Options

Use the built-in filters to refine your selection:

| Filter      | Purpose                               | Example                                    |
| ----------- | ------------------------------------- | ------------------------------------------ |
| **Search**  | Find specific URLs by keyword         | Search for "product" to find product pages |
| **Exclude** | Remove URLs containing specific terms | Exclude "blog" to skip blog posts          |

### Selecting Content

Choose pages that contain information your agent should know:

<AccordionGroup>
  <Accordion title="What to include" icon="check">
    * Product or service pages
    * FAQ and help documentation
    * About and contact pages
    * Pricing information
    * Feature descriptions
    * Terms of service and policies
  </Accordion>

  <Accordion title="What to consider excluding" icon="xmark">
    * Blog posts (unless relevant to support)
    * News articles or press releases
    * Login or account pages
    * Empty or placeholder pages
    * Duplicate content pages
  </Accordion>
</AccordionGroup>

<Warning>
  Non-scrapable file types (images, PDFs, videos, etc.) are automatically filtered out. Only web pages with text content are included.
</Warning>

### Managing Your Selection

* **Individual selection**: Click checkboxes to select or deselect specific URLs
* **Bulk selection**: Use shift+click to select a range of URLs
* **Remove URLs**: Click the trash icon to remove unwanted URLs from the list
* **Clear all**: Reset your selection and start fresh

***

## Step 3: Configure Branding

This step customizes your agent's visual appearance to match your brand identity.

### Avatar Selection

Choose a 3D avatar that will represent your agent. The avatar:

* Appears in the chat widget
* Animates and speaks responses using text-to-speech
* Creates a more engaging, human-like experience

<CardGroup cols={2}>
  <Card title="Browse Gallery" icon="images">
    Select from our collection of pre-made avatars with different personalities and styles.
  </Card>

  <Card title="Change Anytime" icon="arrows-rotate">
    You can always change your avatar later from the agent settings.
  </Card>
</CardGroup>

### Appearance Theme

Select between light and dark mode for your chat widget:

| Theme     | Best For                                                             |
| --------- | -------------------------------------------------------------------- |
| **Light** | Websites with light backgrounds, professional/corporate sites        |
| **Dark**  | Websites with dark backgrounds, tech/gaming sites, modern aesthetics |

### Brand Colors

The platform automatically extracts colors from your website:

* **Accent color**: Your primary brand color
* **Dark color**: A darker shade from your site
* **Light color**: A lighter shade from your site

<Tip>
  If automatic extraction doesn't find your exact brand colors, you can manually enter a hex code or use the color picker.
</Tip>

You can customize your primary color by:

1. **Clicking extracted colors**: Select from automatically detected brand colors
2. **Using the color picker**: Choose any color visually
3. **Entering a hex code**: Type an exact color value (e.g., `#3B82F6`)

***

## Step 4: Content Ingestion

Once you click "Create Agent", the platform begins building your AI assistant. This process runs automatically and shows real-time progress.

### Progress Stages

The creation process includes several stages:

<Steps>
  <Step title="Creating Agent">
    Setting up your agent's configuration and system prompt in the database.
  </Step>

  <Step title="Creating Widget">
    Generating the embeddable chat widget with your branding settings.
  </Step>

  <Step title="Preparing Sources">
    Initializing the knowledge base and preparing your selected URLs for processing.
  </Step>

  <Step title="Processing Pages">
    Crawling each selected URL, extracting text content, and creating embeddings for semantic search.
  </Step>

  <Step title="Building Knowledge">
    Indexing all processed content into the vector database for fast, accurate retrieval.
  </Step>
</Steps>

### Progress Tracking

During ingestion, you'll see:

| Metric               | Description                               |
| -------------------- | ----------------------------------------- |
| **Overall progress** | Percentage of total completion            |
| **Completed**        | Number of pages successfully processed    |
| **In Progress**      | Pages currently being processed           |
| **Failed**           | Pages that couldn't be processed (if any) |
| **Total**            | Total pages being trained                 |

<Note>
  Processing time depends on the number of pages selected. Most agents complete in 1-3 minutes for 50-100 pages.
</Note>

### Handling Failures

If some pages fail to process:

* The agent will still be created with successfully processed pages
* You'll see a summary of failed pages
* You can retry failed sources later from the Sources section
* Common failure reasons: pages blocked by robots.txt, authentication required, or temporary network issues

### Completion

When processing finishes successfully:

1. A success notification appears
2. You're automatically redirected to the **Playground**
3. You can immediately start testing your agent with real questions

***

## After Onboarding

Once your agent is created, you can continue customizing and improving it:

<CardGroup cols={2}>
  <Card title="Test in Playground" icon="flask" href="/agents/playground">
    Ask questions and see how your agent responds. Fine-tune the system prompt for better answers.
  </Card>

  <Card title="Add More Sources" icon="database" href="/sources/overview">
    Import additional web pages, add custom text, or create Q\&A pairs to expand knowledge.
  </Card>

  <Card title="Customize Widget" icon="palette" href="/customization/styling">
    Adjust colors, backgrounds, position, and other visual settings for your chat widget.
  </Card>

  <Card title="Deploy to Website" icon="code" href="/agents/deployment">
    Get the embed script and add your agent to your live website.
  </Card>
</CardGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="No pages found during URL discovery" icon="circle-exclamation">
    **Possible causes:**

    * The domain might be blocking crawlers via `robots.txt`
    * The website might require authentication
    * There could be a typo in the domain URL

    **Solutions:**

    * Double-check the URL is correct
    * Try with or without `www.`
    * Contact your webmaster about crawler access
    * Manually add URLs after agent creation
  </Accordion>

  <Accordion title="Brand colors not detected" icon="palette">
    **Possible causes:**

    * The website doesn't have clear brand colors in its CSS
    * Colors are defined in images rather than code
    * The website is blocking external access

    **Solutions:**

    * Use the manual color picker or enter your hex code directly
    * Check your brand guidelines for exact color values
  </Accordion>

  <Accordion title="Pages failing during ingestion" icon="triangle-exclamation">
    **Possible causes:**

    * Individual pages may be blocking access
    * Content might be dynamically loaded (JavaScript-heavy)
    * Pages may have timed out during processing

    **Solutions:**

    * The agent will work with successfully processed pages
    * Retry failed sources from the Sources section later
    * Consider using Q\&A sources for critical content that won't scrape
  </Accordion>

  <Accordion title="Ingestion taking too long" icon="clock">
    **Possible causes:**

    * Large number of pages selected
    * Pages with lots of content
    * Heavy traffic on the processing system

    **Solutions:**

    * Be patient - large knowledge bases take longer to build
    * Consider starting with fewer pages and adding more later
    * The progress bar shows real-time status
  </Accordion>
</AccordionGroup>

## Best Practices

<AccordionGroup>
  <Accordion icon="bullseye" title="Start focused, expand later">
    Begin with 20-50 high-quality pages rather than importing everything. It's easier to expand a working agent than to fix one with too much irrelevant content.
  </Accordion>

  <Accordion icon="magnifying-glass" title="Review discovered URLs carefully">
    Take time to exclude pages that aren't relevant to customer questions. Quality of sources matters more than quantity.
  </Accordion>

  <Accordion icon="robot" title="Test immediately after creation">
    Use the Playground to ask real questions right away. This helps you identify gaps in your knowledge base early.
  </Accordion>

  <Accordion icon="arrows-rotate" title="Iterate on your system prompt">
    The default system prompt works well, but customizing it based on test results will improve your agent's responses significantly.
  </Accordion>
</AccordionGroup>