Skip to main content

Quick Start Guide

Welcome to Orki! This guide will walk you through setting up your first AI agent using a real example: Balloon Bliss, a balloon decoration business.

By the end of this guide, you'll have an AI agent that:

  • Knows your business inside and out
  • Answers customer questions accurately
  • Is live on your website handling real conversations

What We're Building​

We'll create an AI assistant for Balloon Bliss, a balloon decoration company. Our agent will:

  • Answer questions about balloon packages and pricing
  • Explain delivery options
  • Handle booking inquiries
  • Provide information about custom designs

Let's get started!

Step 1: Complete Onboarding​

Signing up is quick: after you create your account, you go through a brief guided chat. You tell the assistant about your business — what you sell, how you talk to customers — and it builds your first AI agent for you. Then you enter your card details to start your trial, and you're in.

There's nothing to configure by hand during onboarding. Once you're inside the dashboard, you can tune everything about your agent — name, dialect, personality, interaction steps, custom instructions — in the Personality Configuration Guide.

Step 2: Test in the Playground (Before Knowledge)​

After onboarding, let's see what your agent can do right away.

  1. Go to Chats → Playground in the sidebar
  2. Your new agent should be selected
  3. Start a conversation

What You'll Notice​

Your agent can hold a natural conversation, but watch what happens when you ask specific questions about your business:

Try asking:

  • "What balloon packages do you offer?"
  • "How much does a birthday setup cost?"
  • "Do you deliver to my area?"

The agent will give generic responses because it doesn't have your business information yet. It might say something like "We offer various packages" instead of listing your actual packages with prices.

This is expected! Your agent is smart, but it needs YOUR data to give accurate answers.

Step 3: Add Knowledge to Your Agent​

Now let's give your agent the information it needs. We'll crawl the Balloon Bliss website to extract all the content.

  1. Go to Knowledge in the sidebar
  2. Create a knowledge base (or select an existing one)
  3. Open Sources → Websites
  4. Click New Website +
  5. Enter your website URL and confirm

Orki will automatically:

  • Crawl all pages on your website
  • Extract text content, product information, and FAQs
  • Process and index everything for your AI

Wait for Processing​

After adding sources:

  • You'll see a progress indicator
  • Processing typically takes a few minutes
  • The status will change to "Ready" when complete

Assign Knowledge to Your Agent​

Once processing is complete, you need to assign the knowledge base to your agent:

  1. Open your AI Agent and go to its Knowledge tab
  2. Select the knowledge base you just added the website to
  3. Save your changes

Alternatively, use the "Add to Agent" action on the knowledge base card.

Step 4: Test Again (With Knowledge)​

Now let's see the dramatic difference! Return to the Playground and ask the same questions:

Ask: "What balloon packages do you offer?"

Before (without knowledge):

"We offer various balloon decoration packages for different occasions."

After (with knowledge):

"We have several options! Classic Party Balloons start at 2.50 OMR, the Birthday Bash Bundle is 35 OMR with everything you need for the celebration, the Wedding Elegance Package is 75 OMR, and our Corporate Event Pack is 120 OMR. Delivery across Muscat is free for orders above 20 OMR..."

Your agent now gives specific, accurate information pulled directly from your website!

Step 5: Connect Web Chat Integration​

Time to put your AI agent live on your website!

  1. Go to Integrations → Website in the sidebar — this opens the Web Integrations page
  2. Click New Integration
  3. Customize the appearance:
    • Choose colors that match your brand
    • Pick a chat style and launcher icon
    • Add starter messages
  4. Save the integration

Add to Your Website​

Open the integration's install dialog and pick the option that fits your site:

  • HTML — copy the generated code snippet from the dialog and paste it just before the closing </body> tag
  • Next.js / React — install the official @orki/webchat-react npm package and drop the component in your root layout
  • WordPress — install the Orki Webchat plugin and paste your credentials into its settings page

Step 6: See It Live!​

Your AI agent is now live! Let's test it on your actual website.

  1. Visit your website
  2. Click the chat widget
  3. Start a conversation
  4. Watch your AI handle it perfectly!

View Conversations in Orki​

All conversations appear in your Chats inbox:

  • See real-time messages
  • Monitor AI responses
  • Jump in to take over if needed
  • View customer profiles

You're Live!​

Congratulations! Your AI agent is now:

  • Trained with your business knowledge
  • Connected to your website
  • Handling customer conversations 24/7

Balloon Bliss Results​

With the setup we just completed, the Balloon Bliss AI agent can now:

  • List all balloon packages with accurate pricing
  • Explain delivery areas and fees
  • Describe customization options
  • Guide customers through the booking process
  • Answer FAQs about materials, setup time, and more

What's Next?​

Now that you're up and running, explore these features:

Troubleshooting​

Agent gives generic responses​

  • Check that your knowledge base has finished processing
  • Ensure the knowledge source is assigned to your agent
  • Verify the information exists in your sources
  • Try adding specific FAQs for common questions

Knowledge base not processing​

  • Check that the website URL is accessible
  • Ensure the website isn't blocking crawlers
  • Try adding content manually via Documents or FAQs

Web chat widget not showing​

  • Make sure the embed code is correctly placed
  • Check for JavaScript errors in browser console
  • Verify the widget is enabled in settings

Messages not appearing in Chats​

  • Verify your integration is connected and active
  • Check that your agent is assigned to the channel
  • Try disconnecting and reconnecting

Need help?​

Contact our support team via WhatsApp or visit orki.ai