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

# Quickstart

> Get a live OpenCX AI agent on your site in under 10 minutes — sign up, 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.

<Steps>
  <Step title="Sign up">
    Create an OpenCX account at [platform.open.cx](https://platform.open.cx). Confirm the sign-up email, then name your organization.
  </Step>

  <Step title="Train the AI with your content">
    From **Settings → Knowledge**, connect one source:

    <Tabs>
      <Tab title="Website">
        Paste your help site URL. The crawler fetches every linked page and indexes it automatically. See [Train via integrations](/knowledge/sources/overview).
      </Tab>

      <Tab title="Help Center">
        Create a help center and write a few articles. See [Help Center overview](/help-center/overview).
      </Tab>

      <Tab title="Training scenario">
        Type a common question and the answer you want the AI to give. See [Training scenarios](/ai-instructions/training-scenarios).
      </Tab>
    </Tabs>
  </Step>

  <Step title="Enable Autopilot">
    From [Settings → Autopilot](https://platform.open.cx/settings/autopilot), turn on the **Web** channel. The AI will now reply to chat messages from visitors.
  </Step>

  <Step title="Embed the widget">
    Copy the snippet from [Channels → AI Chat Widget](https://platform.open.cx/channels/configure/widget) and paste it before `</body>` in your site. See the full [widget guide](/widget/install-widget) for framework-specific installs (Next.js, React, Vue, plain HTML).
  </Step>

  <Step title="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 conversation appears live in your [inbox](https://platform.open.cx/inbox).

    If the AI does not know the answer, it will escalate to your team instead of guessing — see [Handoff](/handoff/introduction).
  </Step>
</Steps>

<Tip>Chat widget not the right first channel? Try [Email](/email/forwarding), [SMS](/sms/connect-sms), [WhatsApp](/whatsapp/connect-whatsapp), or [Phone](/phone/create-agent) instead — the pattern is the same.</Tip>

## What to do next

<CardGroup cols={2}>
  <Card title="How OpenCX Works" icon="diagram-project" href="/how-opencx-works">
    The mental model — channels, knowledge, autopilot, actions, handoff.
  </Card>

  <Card title="Core Concepts" icon="book" href="/core-concepts">
    The terms that show up everywhere: sessions, tickets, autopilot, handoff.
  </Card>

  <Card title="Build Agents" icon="robot" href="/build-agents/get-started">
    Stand up an agent on every channel your customers use.
  </Card>

  <Card title="AI Actions" icon="bolt" href="/actions/introduction">
    Teach the AI to call your APIs — lookups, updates, real work.
  </Card>
</CardGroup>

***

## Related Documentation

<CardGroup cols={2}>
  <Card title="Agent Training" icon="book" href="/knowledge/introduction">
    Everything your AI reads from — help center, training scenarios, connected sources.
  </Card>

  <Card title="Integrations" icon="plug" href="/dashboard/introduction">
    Connect your helpdesk, CRM, or e-commerce platform.
  </Card>

  <Card title="AI Safety" icon="shield" href="/safety/introduction">
    Inspect mode, PII redaction, prohibited topics.
  </Card>

  <Card title="MCP Server" icon="network-wired" href="/mcp/introduction">
    Operate OpenCX from Claude Desktop, Cursor, and VS Code.
  </Card>
</CardGroup>