Overview
The wizard creates an AI chat agent that handles inbound inquiries on your behalf. You name your agent, choose its personality and response style, customise its appearance, write its messages, optionally upload training documents, test it live, and then embed or share it. When you finish, your agent is live and ready to receive conversations.
Before you start
You need a RightAsk account and to be signed in. You do not need to prepare any documents in advance, because the document upload step is optional.
Starting the wizard
Select Agents in the left sidebar, under External Agents.
Select New Agent. If you have no agents yet, select Guided Setup under Build Your First Agent.
The wizard opens on step 1. If you started a setup previously and did not finish, you see a Resume Your Setup banner instead. Resume from where you left off, or start fresh.
Select Exit setup at the top of any step to leave the wizard and return to Overview. Your progress is saved.
Choosing the full setup or the shorter one
There are two versions of the wizard. You start on the full ten-step version, and you can switch to a shorter five-step version at any point.
If you would rather not answer setup questions at all, Build from Your Profile on the Agents page reads your Instagram or TikTok and drafts the agent for you instead. See Build an Agent from Your Instagram or TikTok.
Influencer Quick Start
If you run an influencer or creator page, the shorter version skips the steps you are least likely to need and fills them in for you.
On step 1, select Running an influencer or creator page? Try the 5-step Influencer Quick Start instead.
Influencer Quick Start covers five steps: Give Your Agent a Name, Choose a Personality, Train Your Agent, Review and Test, and Your Agent Is Live. The asset types, response style, appearance, messages, and knowledge base review steps are skipped and filled in with sensible defaults.
While you are in it, the wizard shows Influencer Quick Start above the progress bar. Select Switch to Full Setup beside it at any time to return to all ten steps. Nothing you have entered is lost, because every step in the short version also exists in the full one.
Starting from a ready-made agent also puts you in Influencer Quick Start, beginning at Choose a Personality. See Agent Templates.
Completing the wizard steps
The full wizard has ten sequential steps. Steps marked Full setup only are skipped in Influencer Quick Start.
Moving between steps. Use the forward and back arrows at the bottom of each step. The forward arrow stays unavailable until you have made the choice that step needs. Your progress is saved as you go, so you can leave and come back.
Step 1: What Type of Assets Will You Be Working With? (Full setup only)
Select one or more asset types that describe the intellectual property you work with: Music, Film, Audio, Brand, Photography, Publications, Art, and Other.
Step 2: Give Your Agent a Name
Enter a name of up to 50 characters.
If you would rather not think of one, select Generate Name and RightAsk suggests a name based on the asset types you chose.
Step 3: Choose Your Agent’s Personality
Select one of the four personality options:
Professional: polished and formal, minimal small talk
Friendly: warm and casual, easy to talk to
Direct: brief and to the point, no filler
Creative: playful and expressive, more personality
Step 4: Set Your Agent’s Response Style (Full setup only)
Select Concise for quick answers, Detailed for in-depth topics, or Balanced for a natural mix.
Step 5: Customize Your Agent’s Appearance (Full setup only)
The page is split into a Preview panel and a Customize panel.
In the Customize panel, select an avatar style by choosing one of the colored circles.
Optionally expand Font Style to change the font family and related settings.
Optionally expand the color sections to change the chat font color, background color, and border color.
Appearance changes are saved automatically.
Step 6: Write Your Agent’s Three Messages (Full setup only)
Your agent uses three standing messages. All three are required before you can continue.
Enter your welcome message, the first message visitors see when they open the chat.
Expand Fallback message (required) and enter the message shown when your agent cannot understand a question.
Expand Offline message (required) and enter the message shown when your agent is unavailable.
Optionally select Generate Message next to any field to generate a suggestion based on your agent’s name, asset types, personality, and response style.
Step 7: Train Your Agent
Documents are optional. If you do not upload any, your agent is still created and deployed.
What to upload. The expandable What to Upload section suggests:
Rate card with pricing for posts, stories, videos, and packages
Media kit with audience demographics and engagement stats
Licensing terms and usage rights for your content
Past brand collaborations and case studies
FAQ document covering common inquiries
Supported file types: PDF, TXT, MD, DOC, DOCX, PPTX, HTML, CSS, JSON, JS, TS, Python (.py), Java (.java), C (.c), C++ (.cpp), C# (.cs), PHP (.php), Ruby (.rb), Go (.go), Shell (.sh), and LaTeX (.tex).
File size limit: 4.5 MB per file when you upload from your computer. Files brought in from cloud storage can be up to 20 MB.
Document limits by plan: Free plan, 5 documents per agent. Pro plan, unlimited.
To upload files:
Select or drag files into the document upload area.
Optionally use the cloud import option to bring in files from connected cloud storage.
A progress dialog appears showing one of four states:
Creating Your Agent (or Updating Your Agent if you went back and edited settings)
Uploading Documents: a progress bar with “Uploading X of Y documents…”
Success!: your agent and documents are ready
Upload Failed: one or more files could not be uploaded
If an upload fails, the dialog lists the failed files and offers Try Again to retry them, or Continue Without Documents to skip them.
Step 8: Review Your Knowledge Base (Full setup only)
Review the uploaded documents. Each shows its name, file size, upload date, and processing status: Ready, Processing, Pending, or Failed.
Optionally select a document row, then select Delete Selected to remove it. Select Select All to select every document at once.
Optionally select the delete icon on a row to delete a single document. A Delete Document dialog appears. Select Delete to confirm or Cancel to go back.
Documents do not need to show Ready before you move on. Processing continues in the background.
Step 9: Review and Test Your Agent
Your agent is published automatically at this step so the live chat session can start.
Use the embedded chat window to send test messages and see how your agent responds.
Optionally enter a website URL and select View Live Preview to see how your agent looks embedded on that site.
Step 10: Your Agent Is Live
This step confirms your agent is live and offers two ways to share it, on tabs labelled Embed Code and Hosted Page.
Embed Code tab
Select Copy to Clipboard to copy the embed code.
Paste the code before the closing
</body>tag on your website.Optionally add domains under Allowed Domains to restrict which websites can load the embed. Enter a domain and select the plus button to add it; select the X beside an entry to remove it. Leave empty to allow all domains.
Hosted Page tab
If your account has a username configured, your agent’s hosted URL appears here in the format
widget.rightask.ai/chat/[username]/[slug].Select the copy button beside the URL to copy it.
Select Preview to open the hosted page in a new tab.
Select Customize URL to open the Edit URL Slug dialog. Enter a new slug (lowercase letters, numbers, and hyphens, 3–50 characters) and select Save.
Select Customize Page to open the Website Builder for this agent’s hosted page.
Under Share on Social, select Share on X, Share to Story, Copy for Instagram, or Copy for LinkedIn.
If you have not set a username, the tab prompts you to select Go to Account Settings and configure one first.
The expandable Where to Share Your Agent section suggests places to put your link.
Setting up an Instagram auto-reply
Below the sharing buttons, an expandable Instagram Auto-Reply Setup section shows you how to have Instagram answer your DMs with your agent’s link automatically. It starts collapsed, so select it to open it.
In Instagram, go to Profile > Menu > Settings > Business > Saved Replies.
Tap + and paste the auto-reply text. Select Copy Auto-Reply Text in RightAsk to copy it. The text reads “Thanks for reaching out! Chat with my agent for rates and availability:” followed by your agent’s hosted link.
Turn on Send automatically. This is most useful outside your business hours.
To finish: select the forward arrow. Your allowed domains are saved and you are taken to your agent’s conversations.
What happens next
Your agent is live and will respond to visitors on any embedded or hosted page. You land on your agent’s Conversations tab, where incoming chats appear.
From the same agent you can reach Analytics, Configuration, and Knowledge Base using the tabs at the top of the page. You can add documents and adjust settings at any time.
Troubleshooting
A document upload fails. The progress dialog lists the failed files. Select Try Again to retry them. Common causes are files over the 4.5 MB limit, unsupported file types, or a network interruption. If it keeps failing, select Continue Without Documents and add documents later from the agent’s Knowledge Base tab.
A document shows Failed on the Review Your Knowledge Base step. Processing failures are usually caused by files that cannot be parsed. Corrupted or password-protected files are common examples. Delete the document and re-upload a clean copy.
The wizard opens on a Resume Your Setup banner instead of step 1. You have an unfinished setup saved. Resume it, or choose to start fresh.
The agent is not responding after setup. Confirm the embed code is placed before the closing </body> tag, not inside <head>. If you set allowed domains, confirm the domain hosting the widget matches exactly what you entered. Including or excluding www matters. Check your browser’s developer console for script errors.