Skip to main content
This tutorial takes you from an empty workspace to a published support agent. You’ll add a knowledge source, test an answer, and choose a customer-facing channel.

​
Before you begin

You need a Clerk Chat account and content that answers at least one customer question. A public product page or a short block of support text works.
1

Create an agent

Open the Clerk Chat dashboard, then click Create Agent. Enter a customer-facing name and create the agent.
2

Add product knowledge

Select Sources in the agent sidebar. Choose Website, enter a page URL, and start processing it.Wait until the source is ready before testing questions about its content. You can continue with other ready sources while a website is indexing.
3

Set the agent's behavior

Select Settings. Add instructions that define the agent’s role, tone, and escalation policy, then save your changes.
4

Test a customer question

Select Playground and ask a question covered by your source. Start a new test chat after changing instructions or knowledge so you can verify the updated behavior.
5

Publish the agent

Select Deploy, then choose Chat Widget or Help Page. Configure the channel, save it, and switch it to Enabled.
Test questions the agent should answer and questions it should decline. This checks both knowledge coverage and support boundaries.

​
Continue configuring your agent

Your agent is now available through one customer channel. Add more knowledge sources, configure its identity, or review incoming conversations.