Getting started with CAAC Go

You don't need any technical skills — and you won't touch a line of code. In about 5 minutes, you'll teach your agent about your business, try it out yourself, and switch it on for real customers. Ready? Let's go. 👇

📋 Before you begin

Have one of these handy: your website link, or a few common questions and answers (your prices, hours, and what you offer are a perfect start). That's the only thing you need.

Step 1 · Teach your agent about your business

⏱️ About 1 minute

Your agent can only answer questions about things it knows. This first step gives it the facts about your business — so its answers sound like they came from you, not a generic robot.

On a new account, CAAC Go first opens a short setup screen: pick what your AI should do for you, then paste your website (or choose Don't have a website? Describe your business instead →) and click Train my agent. After that, everything lives in the Data sources menu, and you can train your agent on four kinds of content. Mix and match whatever suits you:

• Website — paste your address and CAAC Go reads your pages for you, automatically. Choose Entire site (recommended) or Just this page.
• Text — paste in any details directly. Perfect for things that aren't written up on your site.
• Q&A — add specific question-and-answer pairs when you want full control over the exact wording.
• Files — upload documents you already have, like a menu, price list, or brochure.

👉 Go to Data sources → pick a tab (Website, Text, Q&A or Files) → add your content → click Train my AI (Website) or Add source (Text, Q&A, Files)

That's it — your agent starts learning in seconds, and you'll see a green ✓ Trained message when it's done, and the new source appears in your list. Add as many sources as you like and watch the Knowledge size bar fill up — the more it knows, the better it answers.

💡 Tip — not sure what to add?

Think about the five questions customers ask you most: your prices, your hours, where you are, whether they need to book, and what makes you special. Answer those, and your agent will handle most conversations beautifully.

Step 2 · Try it yourself

⏱️ About 1 minute

Before any customer sees it, you get to test-drive your agent — and shape how it sounds. Everything here lives in the Agent menu, on the Behavior tab.

Set a few simple things to make it feel like your business:

• Business name — what your agent calls itself in the chat.
• Voice & style (optional) — one short line sets the tone, like “Friendly and concise; always offer to book an appointment.”
• Custom instructions (optional) — pick a ready-made style such as “Customer support agent,” or write your own guidance.
• Auto-reply with AI — the switch that lets your agent answer on its own. It turned on automatically when you added your first source in Step 1. Only switch it off if you want to pause the AI.

Then comes the fun part — and the moment you'll see it click. Use Chat with your agent on the right to ask it something a real customer would:

• “What are your opening hours?”
• “How much does a haircut cost?”
• “Do you take walk-ins, or do I need to book?”

What a good answer looks like

A great answer is specific and clearly pulled from your info — real prices, real hours. If your agent says it will check with your team and asks for contact details, don't worry: it simply means that fact isn't in its knowledge yet. Pop back to Step 1, add it, and try again.

💡 Tip — want to change how it sounds?

On the Behavior tab, add a short line under Voice & style — like “Friendly and concise; always offer to book an appointment.” Your agent will follow your lead.

Step 3 · Put your agent live where your customers are

⏱️ About 2 minutes

Your agent knows its stuff and passed your test — and this last step is the easiest one yet. Two ways in. Pick whichever's easier for you.

A · Share your link — no code needed

The fastest way to go live. Copy your link and send it anywhere — email, socials, even a printed QR code. Your agent answers the moment someone opens it.

1. Go to Channels → 💬 Website widget → 🔗 Share a link now and click Copy link.
2. Share the link, or print the QR.
3. Done — it's live the second someone opens it.

B · Add it to your website instead

One line of code, and it works on every platform.

1. Click Copy snippet.
2. Paste it into your site, just before </body>.
3. No dev on hand? Use Copy install instructions to send them the steps — or follow a platform guide for WordPress, Squarespace, Wix, Webflow, Google Tag Manager or Shopify.

How you know it's live

The moment your first visitor opens the link or a page with the snippet, CAAC Go marks your agent as live — nothing to confirm, nothing to click. Added the snippet to your site? Click Test my install to check right away: it looks for the snippet on your homepage and shows ✓ Live on your domain.

💡 Also on WhatsApp? On Starter and up, go to Channels → WhatsApp and connect with Continue with Facebook — your agent answers there too.

🎉 That's it — you're live!

Congratulations! Your agent is now answering customers all on its own. Welcome to CAAC Go. 👏

Watch conversations arrive under Inbox, and check Analytics to see how much your agent is helping.

Where to go next

• Connect another channel — add WhatsApp (Starter and up), email or your website so customers reach you anywhere.
• Set your agent's tone — make it sound warmer, shorter, or more on-brand in one line.
• See what's working — track conversations, leads captured and the questions your AI couldn't answer in Analytics.

🙋 Need a hand?

Visit Help & support anytime, or chat with us right from your dashboard. Building a custom integration? Developers can head to the Developer API.

Last updated 2026-09-29