Quickstart
In 15 minutes you will have a working agent on your own web widget, answering questions from a knowledge base you uploaded, with a personality you control. Instagram, Messenger, and WhatsApp follow the same shape but require platform-side onboarding (1–3 business days).
Before you begin
- An account on app.neofir.com (email + password or Google).
- A host website you can paste a one-line snippet into (any HTML — WordPress, Shopify, Webflow, custom).
- One or two documents describing what you sell or offer (PDF, markdown, or just a paste).
1. Create your organization
When you sign up, the platform creates an organization in your name. The org owns all conversations, documents, bookings, and integrations. You can rename it later under Settings → Organization; the URL slug stays stable.
2. Pick a template (or start blank)
Onboarding offers seven starting templates: blank, beauty, dental, auto-repair, coaching, home-services, and wedding-planner. Each seeds three things into your new agent:
- A starting personality (role, environment, tone, goal, guardrails).
- A starting service catalog with example rows.
- A starting set of enabled tools.
3. Tune the personality
Open /dashboard/agent. You will see a PETG editor with five panels: Role, Environment, Tone, Goal, Guardrails. Fill them in the way you would describe the agent to a new hire who has never spoken to your customers.
Add 3–5 example phrases. These are short user → assistant pairs that calibrate the model's tone better than any prose description. Skip them and your replies will sound more generic.
For a deep dive, read Personality (PETG).
4. Upload knowledge
Under /dashboard/documents, upload one or two documents. The platform supports plain text, markdown, and PDF. Each document is chunked, embedded, and stored for semantic retrieval.
When a user asks a question, the platform retrieves the most similar chunks and injects them into the system prompt. The agent answers from the chunks — without quoting them verbatim.
5. Enable the tools the agent needs
Tools are skills the model can call. Under /dashboard/agent → Tools, toggle on the ones you want:
book_slot— schedule a slot in your calendar.check_availability— propose free slots.cancel_interaction/reschedule_interaction— modify a booking.escalate_to_human— hand off to an operator.lookup_data— semantic search over the knowledge base.
6. Embed the widget on your site
Paste this one line into your site, just before </body>:
<script
src="https://cdn.neofir.com/loader.js"
data-org="your-org-slug"
data-api-key="pk_..."
async></script>The loader is a 1.2 KB IIFE that pulls the full widget (≤ 47 KB gzipped) only when the user opens the chat bubble. Welcome message, shortcuts, and colours come from the org config — no per-site overrides needed.
7. Test it
- Open your site, click the chat bubble.
- Send a greeting. The agent should reply with your configured welcome message.
- Ask a question covered by your uploaded document. The agent should answer from the chunk, in your tone.
- Ask for a price you did not upload. The agent should say it does not know — that is the guardrails working.
What's next
- Connect Instagram DM — OAuth + webhook (Graph API).
- Connect WhatsApp Business — via Twilio BSP, 1–3 day approval.
- Wire up Google Calendar — optional, one-way sync from Neofir.