Quickstart

Get your first IrisAgent AI Agent running in minutes

Sign up at web.irisagent.com. The onboarding wizard opens on your first login.

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Step 1: Connect your first data source

Pick one path:

• Ticketing system (Zendesk, Freshdesk, Salesforce, HubSpot, Jira, Zoho, or Outlook): connect and IrisAgent imports your tickets, macros, and knowledge base articles. Best for suggested resolutions, agent copilot, and AutoQA.
• Website link: paste your URL and IrisAgent builds an AI agent from your public site and help docs. Best for chat deflection.

Not ready? Select Not ready yet, speak to a human to book a 20-minute demo.

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Step 2: Deploy

The wizard’s last step offers:

• Embed the chat widget on your website (the snippet is generated for you)
• Install the agent copilot sidebar in your ticketing system
• Invite teammates to the workspace

For all options, see Website chat widget.

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Step 3: Add more data sources

From the dashboard, add:

• Knowledge bases (Confluence, Notion, Zendesk Guide)
• File uploads (PDF, DOCX, plain text)
• Q&A pairs and custom APIs

See the Connect your data section, starting with Zendesk.

Need help? Email us or book a demo.