We are here to help you with AI security & safety
YCSD Chat Studio keeps the whole path in one place: create an agent, give it the right sources, test what it says, and put it on your site when it is ready.
You do not need to prepare a perfect knowledge base before you begin. Start with the source your customers ask about most, see how the agent uses it, then add detail where the conversation shows you a gap.
Start with a name and a purpose. A good agent has one useful responsibility: answer questions about your store, help customers choose, or explain how your service works.
Add a website for the big picture, upload documents for the details, or paste a plain-text answer for something only your team knows. Add sources one at a time and keep them easy to review.
Use the test conversation to try real customer questions — including the awkward ones. Check the answer, spot a missing source, and teach the agent until its tone and detail feel like your team.
Your agent stays private while you build. When the answers are ready, publish it from the workspace. Publishing makes the agent available for the website chat experience.
Copy the small embed snippet from your agent’s publish view and add it to your website. Your developer can place it before the closing body tag, or you can hand it to whoever manages your site.
Tell the agent what it should answer and when it should hand a question to your team.
Policies, FAQs, and support notes are easier to use when headings and instructions are clear.
Try a vague question, a frustrated question, and one your sources cannot answer.
If a customer needs a human, give the agent a useful handoff path — not a dead end.
Create a workspace, add one useful source, and see the conversation for yourself.
