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Prerequisites

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Create your first agent

1

Navigate to agent creation

From your dashboard, click New Agent in the sidebar. You’ll see the agent creation form.
2

Enter your company details

Fill in your company name and a brief product description. SetterMaxer AI uses this to generate a tailored prompt script.
Click Prefill from website to automatically extract your company name and product description from your website URL.
3

Choose your calendar integration

Select which calendar service you’ll use:
  • Google Calendar — direct availability checking and booking
  • Calendly — generates booking links for your event types
  • Acuity Scheduling — generates booking links for your appointment types
You can also skip this and connect a calendar later.
4

Generate your prompt

Click Create with AI to generate a prompt script, or Skip to start with a basic template. You can always edit the prompt later.
Your agent is now created with a v1 prompt script ready to go.

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Deploy the widget

1

Open widget settings

Go to your agent’s Settings → Widget page.
2

Configure the widget

Set a greeting message, choose a button style (circle, live agent, or custom avatar), and add your website domain to the allowlist.
If the domain allowlist is empty, the widget won’t load on any website. Add at least one domain.
3

Copy the embed code

Copy the script tag and paste it into your website’s HTML, just before the closing </body> tag:
4

Test it

Visit your website and click the chat bubble. Send a message and watch the AI respond following your prompt script.

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Connect a calendar

To let your agent book appointments, connect a calendar integration:

Google Calendar

Direct calendar access with availability checking.

Calendly

Generate single-use booking links.

Acuity

Generate booking links for appointment types.

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What’s next

Edit your prompt

Refine your agent’s conversation flow with the prompt editor.

Connect WhatsApp

Reach leads on WhatsApp with the same AI agent.

Set up webhooks

Send lead and appointment events to your CRM.

View your dashboard

Track leads, appointments, and conversion rates.

Watch the Academy

Six short video lessons covering setup end to end, inside the app.