> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jaaxis.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Launch your first Jaaxis agent

> Create your first Jaaxis agent, add accurate business knowledge, test customer questions, connect a channel, and verify conversations in the inbox.

This guide takes you from a new Jaaxis account to a working customer conversation.

## Before you begin

Have one of these ready:

* Your public business website
* A PDF, DOCX, XLSX, CSV, or TXT file under 15 MB
* A short description of your products, services, and policies

<Steps>
  <Step title="Create your account">
    Open [Jaaxis](https://jaaxis.com) and sign up with Google or email. Complete the verification step if Jaaxis asks for it.
  </Step>

  <Step title="Create an agent">
    During onboarding, enter your website URL or choose the manual setup option. Give the agent a customer-facing name, profile picture, brand color, and preferred tone.
  </Step>

  <Step title="Add trusted knowledge">
    Open your agent and select **Training**. Add a small set of accurate pages, files, text, or Q\&A entries. Wait until each item appears as ready under **Trained**.
  </Step>

  <Step title="Set behavior and handoff">
    In **Training**, review **Persona**, **Forwarding rules**, and **Blocklist**. Keep business facts in Knowledge rather than Persona.
  </Step>

  <Step title="Test in Preview">
    Select **Preview** and ask representative questions about pricing, delivery, returns, availability, or your services. Check **Sources** when an answer uses your knowledge.
  </Step>

  <Step title="Connect one customer channel">
    Select **Connect** and start with the website chat widget or the messaging channel your customers use most. Follow the channel's verification steps.
  </Step>

  <Step title="Verify the inbox">
    Send a test message through the live channel. Open **Inbox**, select the conversation, reply as a person, and confirm the reply reaches the original channel.
  </Step>
</Steps>

## You are ready when

* Your agent answers common questions accurately.
* Unknown or sensitive requests are handed to a person.
* A live customer message appears in the Jaaxis inbox.
* A human reply is delivered back through the same channel.

<Card title="Improve your first version" icon="wand-sparkles" href="/en/build/preview">
  Use Preview to find missing knowledge and unclear behavior before inviting more customers.
</Card>