- Step1: Sign up for a Protofy account.
- Step2: Create a new AI agent project.
- Step3: Upload or connect your data sources.
- Step4: Configure agent persona, dialogue flows, and response styles.
- Step5: Test the agent in the real-time preview environment.
- Step6: Generate and embed the chat widget code on your website.
- Step7: Monitor analytics and iterate to improve performance.