Quickstart

Get a live OpenCX AI agent on your site in under 10 minutes — join an organization, train it on a knowledge source, embed the chat widget, and watch Autopilot answer.

This is the fastest path from zero to a live AI agent on your site. Pick the channel you want first — the chat widget takes the least setup, so we start there.

1. Join your organization

   Sign in at platform.open.cx and select your organization. If you have no organizations, ask your organization admin to invite you.

   Organization admins can create an additional organization from the organization switcher. See Organization creation and environments.

2. Train the AI with your content

   From Settings → Knowledge, connect one source:

   Website

   Paste your help site URL. The crawler fetches every linked page and indexes it automatically. See Train via integrations.

   Help Center

   Create a help center and write a few articles. See Help Center overview.

   Training scenario

   Type a common question and the answer you want the AI to give. See Training scenarios.

3. Enable Autopilot

   From Settings → Autopilot, turn on the Web channel. The AI will now reply to chat messages from visitors.

4. Embed the widget

   Copy the snippet from Channels → AI Chat Widget and paste it before </body> in your site. See the full widget guide for framework-specific installs (Next.js, React, Vue, plain HTML).

5. Test it

   Open your site. Click the widget. Ask a question the AI should know from the content you connected. The reply should land within a second, and the session appears live in your inbox.

   If the AI does not know the answer, it will escalate to your team instead of guessing — see Handoff.

Chat widget not the right first channel? Try Email, SMS, WhatsApp, or Phone instead — the pattern is the same.

What to do next

How OpenCX Works

The mental model — channels, knowledge, autopilot, actions, handoff.

Core Concepts

The terms that show up everywhere: sessions, autopilot, handoff.

Build Agents

Stand up an agent on every channel your customers use.

AI Actions

Teach the AI to call your APIs — lookups, updates, real work.

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Related Documentation

Agent Training

Everything your AI reads from — help center, training scenarios, connected sources.

Integrations

Connect your helpdesk, CRM, or e-commerce platform.

AI Safety

Inspect mode, PII redaction, prohibited topics.

MCP Server

Operate OpenCX from Claude Desktop, Cursor, and VS Code.