Registration
Registration is a guided 9-step wizard that creates your account, your organization, two document categories, and two AI agents — all in one flow.
Go to dashboard.easy-chat.live/register to start.
Step 1 — Account & organization
Fill in four fields:
| Field | Description |
|---|---|
| Name | Your name |
| Used for login and notifications | |
| Password | Minimum 8 characters |
| Organization name | Your company or project name — must be unique |
Click Next. If your email or organization name is already taken, you’ll see an inline error.
Step 2 — First document category
Create your first document category. A category is a named bucket for related documents — for example: Technical FAQ, Product Catalog, or Support History.
Give it a descriptive name. You can rename it later from the Categories section.
Steps 3–4 — Assign agents to categories
For each of the two categories you create, you assign an AI agent.
Each agent requires three fields:
| Field | Example |
|---|---|
| Short name | supportbot — English letters only, no spaces, must be unique |
| Human name | Support Agent — shown in the agents list |
| Description | What types of questions this agent handles |
The description is passed to the LLM for routing decisions. Be specific.
Good: Questions about product usage, functionality issues, access problems, and navigation in the user account.
Too vague: Customer support questions.
Steps 5 — Second category
Same as Step 2 — create the second document category for your second agent.
Steps 6–7 — Routing examples
For each agent, provide example questions and explanations. These help the LLM route ambiguous queries correctly.
Each example has two fields:
- Example question — a realistic question a visitor might ask, e.g. “How do I reset my password?”
- Explanation for LLM — why this question belongs to this agent, e.g. “This is an account access issue and belongs to the support agent.”
Add at least 2–3 examples per agent. The more specific, the better the routing accuracy.
Steps 8–9 — Data extraction fields
Each agent can collect structured information from the conversation. Define the fields the agent should gather.
Each field has:
- Field name — used as the JSON key, e.g.
email,incident_details,order_id - Description — tells the LLM what to ask for, e.g. “The email address the customer used to register.”
If a visitor doesn’t provide a required field, the agent will ask for it conversationally before answering or escalating.
After registration
Once the wizard is complete, you’re taken to the dashboard. Your two categories and two agents are ready. Next steps:
- Test your agents in the Tests section
- Upload documents to your categories
- Embed the widget on your website