Prerequisites
- Access to the Chatropic dashboard
- Optional: a REST API or OpenAPI spec to connect as actions
Set up your agent
1
Open your workspace
Sign in and select or create a workspace. Each workspace is an isolated agent environment.
2
Add knowledge
Open Sources > Documents and use the Website, Files, Text, or Navigation tabs. Crawl a site, upload PDFs, or paste FAQ text, then wait for indexing to finish.
3
Create a skill
Under Agent settings > Skills, describe a feature in plain language, including the API call it should make. Saving the skill creates its linked action under Actions > Available actions.
4
Brand and preview
Open Playground. The left panel holds appearance, welcome message, suggested prompts, and embed code; the right panel shows a live widget preview. Click New test session before each test run.
5
Configure guardrails
Under Agent settings > Security, set topics, PII filters, profanity filters, rate limits, and frustration escalation.
6
Deploy
- Web embed: copy the website widget or inline panel snippet from Deploy > Chat widget > Embed
- Mobile app: deploy the Mobile app profile for the React Native SDK
- WhatsApp: connect under Actions > Integrations (Beta)
For Customer Support agents, the instructions shown in Playground are read-only because they are generated from your uploaded sources. To change behavior, add or improve documents under Sources.
What success looks like
- A knowledge question returns an answer grounded in your documents
- An action intent triggers your API and shows structured results in chat
- Live embed sessions from anonymous visitors appear in Chat logs, while identified or escalated threads appear in Inbox
Playground with configuration on the left and the live widget preview on the right.
Next steps
Skills
Teach the agent complete features from a prompt.
Actions overview
Connect your APIs as actions.
Best practices
Habits that keep answers accurate.
Use-case recipes
End-to-end worked examples.