Activate your account
Start with 100 free Webchat messages, no channels needed. We recommend completing setup from your computer for a smoother experience.
1. Set up your AI agent
Make sure your AI is ready to help your customers by completing these steps:
Add sources
Train your AI by providing relevant business information.
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Website
Scan your business website to extract its content and help your AI answer accurately.
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Text
Manually add useful information, such as policies, descriptions or FAQs to improve AI responses.
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Files
Upload PDF, CSV, or image files with key data that your AI can reference when chatting with users.
Customize behavior
Tailor how your AI communicates and when to escalate to a human.
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AI behavior
Use instructions to define the agent’s personality, tone, and style. These do not add knowledge, but guide how it talks.
Be clear and specific to align the agent with your business voice.
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Escalation rules
Define situations that require human follow-up.
For example: If a user asks for help or sends a payment receipt, the AI will inform them that someone from your team will follow up and notify your staff automatically.
Test your AI
Try a sample conversation to see how your AI responds in real time, based on your added content and settings.
2. Download the Visito App (free)
Manage guest conversations from your phone anytime.