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Kilo's onboarding is a guided, four-step process designed to get you from zero to a live AI sales agent in under ten minutes. You don't need any technical skills — just a basic understanding of what your company sells and who your ideal customers are.
Think of onboarding as teaching your new AI teammate about your business. The better the information you provide here, the more accurately it will handle visitor conversations from day one.
Enter your website URL (e.g.,
Kilo checks that it can access your site.
Once verified, it begins crawling your public pages in the background.
Why this matters: The pages Kilo reads become the foundation of your agent's knowledge. It pulls information from your homepage, product pages, pricing, about page, and blog posts so it can answer real visitor questions with accurate, up-to-date information about your company.
Tip: Make sure your site is publicly accessible (not behind a password or firewall). If you have a staging site, use your production URL — that's where real visitors will interact with Kilo.
This is the most important step. An AI assistant asks you a series of questions about your product and company. Think of it as a friendly conversation where you explain:
What does your product do? (e.g., "We make project management software for construction companies")
Who is it for? (e.g., "Project managers and site supervisors at mid-size construction firms")
What makes you different from competitors? (e.g., "We're the only solution with offline mode for job sites with no WiFi")
What are your customers' biggest pain points? (e.g., "Delays from miscommunication between office and field teams")
Don't overthink it — just answer naturally, the way you'd explain your product to someone at a conference. You can always edit and refine this later from the Agent settings page.
Example: If your company sells CRM software, your product context might say: "Acme CRM is a sales pipeline tool built for B2B teams with 10-50 reps. Our key differentiator is AI-powered deal scoring that predicts close probability. We compete with HubSpot and Salesforce but win on ease of setup and price."
While you're doing this, Kilo is still crawling your site in the background, building out the knowledge base that supplements this product context.
Now you set the personality and behavior of your AI agent:
Bot name — Pick a name visitors will see, like "Acme AI" or "Sales Assistant." Keep it professional and on-brand.
Tone — Choose how the agent communicates. "Professional" is the most popular for B2B, but "friendly" works well for more approachable brands.
Sales framework — Select MEDDPICC (best for complex enterprise deals), BANT (best for straightforward sales cycles), or SPICED (best for impact-driven conversations). This determines which qualification questions the AI weaves into conversations.
Slack webhook — Paste in a Slack webhook URL so qualified lead briefs arrive in your team's channel automatically.
Widget colors — Pick a color scheme that matches your brand, or choose one of the built-in presets.
Common question: "Can I change the framework later?" Yes, absolutely. You can switch frameworks at any time from the Agent settings, and it takes effect immediately for new conversations.
Choose your deployment mode — Floating (chat bubble on every page), Inline (embedded in a specific section), or Fullscreen (a dedicated chat page).
Copy the code snippet provided.
Paste it into your website's HTML. For most CMS platforms (WordPress, Webflow, Squarespace), there's a "custom code" or "header injection" area where you can add it.
If you're not sure where to put it, send the snippet to whoever manages your website — they'll know exactly what to do. It takes about 30 seconds.
Nothing is permanent. Once you finish onboarding, every setting is accessible from your dashboard:
Agent — edit the bot's name, tone, personas, product context, and conversation guardrails
Knowledge — manage indexed pages, starter prompts, and shareable assets like PDFs and videos
Widget — adjust colors, corner styles, and mobile visibility
Notifications — update your Slack webhook, change the qualification score threshold, and manage email alerts
Tip: Plan to revisit your settings after your first 20-30 conversations. You'll quickly see patterns — maybe visitors keep asking about a topic your agent doesn't cover well, or maybe the tone needs a small adjustment. Kilo is designed to get better as you refine it.
Onboarding Walkthrough
Onboarding Steps
Kilo's onboarding is a guided, four-step process designed to get you from zero to a live AI sales agent in under ten minutes. You don't need any technical skills — just a basic understanding of what your company sells and who your ideal customers are.
Think of onboarding as teaching your new AI teammate about your business. The better the information you provide here, the more accurately it will handle visitor conversations from day one.
Step 1: Connect your website
https://www.acmesoftware.com).Why this matters: The pages Kilo reads become the foundation of your agent's knowledge. It pulls information from your homepage, product pages, pricing, about page, and blog posts so it can answer real visitor questions with accurate, up-to-date information about your company.
Tip: Make sure your site is publicly accessible (not behind a password or firewall). If you have a staging site, use your production URL — that's where real visitors will interact with Kilo.
Step 2: Product context interview
This is the most important step. An AI assistant asks you a series of questions about your product and company. Think of it as a friendly conversation where you explain:
Don't overthink it — just answer naturally, the way you'd explain your product to someone at a conference. You can always edit and refine this later from the Agent settings page.
Example: If your company sells CRM software, your product context might say: "Acme CRM is a sales pipeline tool built for B2B teams with 10-50 reps. Our key differentiator is AI-powered deal scoring that predicts close probability. We compete with HubSpot and Salesforce but win on ease of setup and price."
While you're doing this, Kilo is still crawling your site in the background, building out the knowledge base that supplements this product context.
Step 3: Configure your agent
Now you set the personality and behavior of your AI agent:
Common question: "Can I change the framework later?" Yes, absolutely. You can switch frameworks at any time from the Agent settings, and it takes effect immediately for new conversations.
Step 4: Deploy the widget
If you're not sure where to put it, send the snippet to whoever manages your website — they'll know exactly what to do. It takes about 30 seconds.
After onboarding: everything is editable
Nothing is permanent. Once you finish onboarding, every setting is accessible from your dashboard:
Tip: Plan to revisit your settings after your first 20-30 conversations. You'll quickly see patterns — maybe visitors keep asking about a topic your agent doesn't cover well, or maybe the tone needs a small adjustment. Kilo is designed to get better as you refine it.