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Deploy Your First Assistant

Use this tutorial to get one assistant answering on one website and confirm that eligible questions reach Captured Questions.

Before you begin​

You need:

  • an active Sol Helps workspace;
  • permission to create or update assistants and upload knowledge;
  • access to edit the target website;
  • the exact hostname where you will test; and
  • a current, user-facing source document or URL.

Team invitations require Growth or Business, but a single workspace operator can complete this flow on any plan. Conversation logging differs by plan and also depends on widget configuration and visitor consent.

1. Create or select an assistant​

Open Assistants. Create an assistant if the workspace has none, or select the assistant you intend to deploy. Give it a recognisable internal name.

Success check: the assistant opens and its Knowledge, Preview, Settings, and installation controls are available to your role.

2. Add minimum viable knowledge​

Open Knowledge, select the assistant, and upload one current file or import one public URL. Wait for the source to become available, then ask two or three questions whose answers are explicitly present in that source.

See Knowledge and Source Quality if ingestion fails or the answer does not use the expected source.

3. Allow the test domain​

In the assistant's customisation settings, add the target hostname to Allowed domains and save. Use a hostname such as docs.example.com, not a path, query string, or visitor-specific value. An empty allowed-domain list does not impose a host restriction; for production, explicitly configure the domains on which the widget should run.

4. Install the widget​

Copy the assistant's embed values and install the standard snippet from Embed and Deploy the Widget. Do not expose the credential in logs or unrelated client configuration, and do not load the bootstrap script more than once.

5. Verify the deployment​

Use a private browser window on the allowed domain:

  1. Confirm the bootstrap and widget bundle load without a browser-console error.
  2. Confirm the widget mounts once and can be opened.
  3. Submit a controlled question whose answer is in the uploaded source.
  4. Wait for the response to complete.
  5. If logging is eligible, opt in when prompted.
  6. Open Captured Questions and select the same assistant and date range.
  7. Confirm the question appears and that consent, page, and context information match your intended configuration.

Success state: The widget loads on an allowed domain, answers a test question, and the eligible conversation appears in Captured Questions.

If the answer works but no record appears, do not repeat production changes. Check the plan, enableChatLogging, consent state, assistant filter, and date range in Troubleshooting.

Continue from here​