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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

Sign up

Create an OpenCX account at platform.open.cx. Confirm the sign-up email, then name your organization.
2

Train the AI with your content

From Settings → Knowledge, connect one source:
Paste your help site URL. The crawler fetches every linked page and indexes it automatically. See Knowledge Sources.
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.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.

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What to do next

How OpenCX Works

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

Core Concepts

The terms that show up everywhere: sessions, tickets, 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.

Agent Knowledge

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.