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August 3, 2026

How to Add an AI Sales Agent to Your Website

Chat software on a website typically boosts conversion by 20%, and visitors who engage with chat convert 2.8x more often than those who don’t. In this demo, I walk through setting up a new web agent from scratch using the YouEx.ai Agent Manager starting with an empty workspace and ending with a live, deployable chat agent.

What’s covered:

  • Creating a knowledge base by crawling your website (and optionally adding files like PDFs/white papers)

  • Building a web agent: name, welcome message, system prompt, and conversation starters

  • Setting up info fields so the agent captures lead info (name, email, problem statement) during conversation

  • Using offers (discounts, meetings, white papers) to encourage visitors to share their info

  • Connecting Google Calendar, Outlook, or Calendly for human handoff and meeting scheduling

  • Testing the agent before going live

  • Deploying with a simple copy-paste snippet (works with WordPress, Wix, Vercel, etc.)

  • Display options: popup, side panel, or inline hero placement

The whole setup takes five minutes or less, and every conversation becomes a lead with full context — chat history, pages visited, and click/scroll behavior.

Timestamps

  • 0:00 Why chat matters (conversion stats)

  • 0:20 Creating a knowledge base

  • 1:00 Crawling the website for content

  • 2:00 Adding files (PDFs, white papers)

  • 2:20 Creating the web agent

  • 2:45 Welcome message & system prompt

  • 3:10 Conversation starters

  • 3:25 Setting up info fields (lead capture)

  • 4:30 Offers (discounts, meetings, white papers)

  • 4:50 Calendar integration & human handoff

  • 5:40 Testing the agent

  • 5:50 Deploying (copy-paste snippet)

  • 6:10 Display options (popup, side panel, inline)

  • 6:40 Live example on YouEx.ai