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Build your first agent in the console

This walkthrough takes you from a new account to an agent answering on your website. It takes about 15 minutes and needs no code beyond pasting one snippet into your site.

Before you start

Section titled “Before you start”
  • You need a role that can build agents (Owner, Admin or Builder). Publishing a release needs Owner or Admin. See Workspaces and roles.
  • To install the widget, you need to be able to edit your website’s HTML, and to know its origin, for example https://www.example.com.

Create and test the agent

Section titled “Create and test the agent”

  1. Sign in. Go to app.caplo.si and sign in with your email, or with Continue with company SSO if your company uses single sign-on. The first time you sign in, Caplo creates a workspace for you and makes you its Owner. If a colleague invited you, open the invitation link instead and you join their workspace.

  2. Create an agent. In the sidebar, open Agents (under Build) and select Create agent. Enter an Agent name, such as Customer support, and optionally a Description, then select Create draft. The agent opens on its Setup tab.

  3. Write the instructions and greeting. Under Instructions:

    • In Agent instructions, describe who the agent is, what it helps with, its tone, and what it must not do. For example: “You are the support assistant for Example Outfitters. Answer questions about our products, shipping and returns. Keep answers short. If you do not know something, say so and offer to connect the customer with our team.”
    • In Greeting message, write the first message customers see, such as “Hi, I’m the Example Outfitters assistant. How can I help?” A greeting is required before you can test or publish.

    Open Advanced settings to check the Model. A new agent starts with a model your workspace can use; see Instructions and model to change it.

  4. Save the draft. Select Save draft at the top of the page. Testing works on unsaved edits, but publishing uses the saved draft.

  5. Test it. The Live test panel sits beside the editor. The first time, read the notice, select I understand this test can use real tools and change business data., then Enable live test. Type a few questions a customer would ask and check the answers. After you change the agent, select Apply changes or New chat to test the new version.

Add eval cases

Section titled “Add eval cases”

By default a workspace requires every agent to pass its eval cases before it can publish, so an agent with no cases cannot publish. An eval case is a customer message plus the outcome you expect; Caplo runs it against the draft and a grader model checks the result.

  1. Open the Test tab and select Add case.

  2. Fill in Case name, Customer message (for example, “Do you ship to Canada?”) and Desired customer outcome (for example, “Says whether we ship to Canada without inventing prices or delivery times”). Optionally add Response checks such as Answer must contain.

  3. Select Save case. Add two or three cases that cover the questions you care about most.

If an Owner or Admin has set the Eval requirement to Disabled in Settings > General > Agent publication requirements, eval results are advisory and you can skip this section. See Evaluations and Write evals.

Publish a release

Section titled “Publish a release”

  1. Select Publish agent. The dialog shows Publish v1.0.0 and checks the saved draft.

  2. Leave Version bump as it is for the first release, and write a short Release note, such as “First release”. A release note is required.

  3. Under Agent evals, select Run tests and wait for the cases to finish. If a case fails, open it to see why, close the dialog, adjust the instructions or the case, save, and try again.

  4. When the checks pass, select Publish version.

The release is now frozen. Editing the agent changes only its draft until you publish again. See Agents and releases.

Put the agent on your website

Section titled “Put the agent on your website”

A website channel needs a published widget design, a channel that serves your release, and the embed code on your site.

  1. Create a widget design. Open Widget designs (under Deploy) and select Create design. Enter a Design name, select Create design, adjust the look if you like, then select Save draft. In the Publish and install section, select Publish revision 1 and confirm. Only published revisions can be applied to a website.

  2. Create the channel. Open Channels (under Deploy), select Create channel, then Live chat widget. Enter a Channel name, choose your Agent and its Agent release, then select Set up connection.

  3. Allow your website. In Allowed website origin, enter your site’s origin without a path, such as https://www.example.com. The widget only loads on the origins you list. Choose your Widget design, then select Create channel.

  4. Apply the design. Caplo opens the channel’s website entry point. (To come back to it later, open the channel and select Configure & install.) On the General tab, under Appearance, choose the design and its revision, then select Apply revision 1.

  5. Copy the embed code. On the Install tab, select Copy embed code. If the button is unavailable, the tab tells you what to do first, such as applying a design or saving your edits with Save entry point. Paste the code into your site’s HTML, just before the closing </body> tag, on every page where the widget should appear.

  6. Check it. Open your site. The chat launcher appears; open it and the agent greets you.

If the widget does not appear, see Troubleshoot the widget. For layouts, Content Security Policy and single-page apps, see Install the widget.

Next steps

Section titled “Next steps”