How to Set Up Your AI Agent Inside HVAC Quote

Log in to HVAC Quote and go to: https://app.hvacquote.ai/dashboard/ai-agent

This is where you will create and manage your AI Agent.

Choose a name for your AI Agent.

Make it something simple and clear so you can easily identify it inside your account.

Example:

In the knowledge section, add your website URL.

This allows the AI Agent to scan and learn from the content on your website so it can answer homeowner questions more accurately.

Add any extra information you want the AI Agent to know.

This can include:

The more helpful information you give the AI Agent, the better it will perform.

In the AI Agent Instructions section, tell the AI Agent exactly what you want it to do.

For example, you may want it to:

Be clear and specific so the AI Agent knows how to respond. Here is a template you can use:
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​You are a customer support rep for my HVAC and plumbing business, help customers with their questions and guide them to the next steps to book them into an appointment at our business.

Before publishing, make sure:

This helps ensure the AI Agent is ready to perform the way you want.

Once everything looks good, publish your AI Agent.

Publishing makes the agent ready to be embedded on your website.

After publishing, copy the embed code provided by HVAC Quote.

Then add that embed code into the body section of your website.

This will place the AI Agent on your site so visitors can start interacting with it.