Quickstart

Train the agent on your business

Point CoPhrase at your website. It crawls the site, converts pages to clean text, splits them into chunks, and indexes them for retrieval. From that crawl it also drafts a starting persona, a set of FAQs, and a sales playbook — which you then edit.

Crawling is incremental: the homepage and top-level pages index first so you can start testing while the rest of the site is still being ingested.

No website? Plenty of businesses are Instagram-native. The alternative path is a vertical template (clinic, e-commerce, gym, real estate, course creator) plus a short interview about your business, and you write the FAQs directly.

You can add more later — uploaded files and documents, hand-written FAQs. See Knowledge.

Test it in the playground

Before any customer sees it, talk to the agent yourself. Ask it the questions your customers actually ask — including the ones it shouldn't be able to answer, because that's how you find out whether it invents things.

Two things to check:

• Grounding. Prices, policies, and hours must come from your knowledge base or your business profile. When retrieval turns up nothing, the agent should say so and escalate, not improvise.
• Persona. Tone, length, whether it pushes for the qualification info you want.

Playground conversations are marked as test conversations. They don't count toward analytics or billing.

Connect a channel

Start with the lowest-risk channel available to you.

• Web chat widget — a script tag on your site. No account to link, no approval to wait for, nothing that can be banned. This is the recommended first channel.
• Discord — invite the CoPhrase bot into your server and pick which workspace the server belongs to.
• Everything else — see the channel matrix for the connection method and the caveats.

Configure handoff before you go live

Decide what the agent does when it's out of its depth, before it's talking to customers:

• Which situations trigger a handoff to a human (pricing disputes, complaints, anything you list).
• Whether the agent replies directly or drafts a reply for a human to approve first. Approval mode is the sane default for a new agent.
• Who gets notified.

See Handoff.

Go live

Taking an agent live is an explicit action, not a side effect of connecting a channel. Until you flip it, the agent stays in draft.

Once live, inbound messages on the connected channel land in the unified inbox as they're handled. Watch the first few dozen threads. Take over any that go sideways — the AI goes silent on a thread the moment a human replies to it.