Quick Start Guide

Get up and running with Twig AI in just 5 minutes. This guide will walk you through creating your first AI agent and asking your first question.

Prerequisites

• A Twig AI account (sign up at app.twig.so)

• At least one data source ready (documentation, help articles, or files)

Step 1: Create Your Organization (1 minute)

If this is your first time logging in:

1. Navigate to app.twig.so

2. Sign in with your email or SSO

3. Complete the organization setup:

   • Enter your organization name

   • Select your industry (optional)

   • Invite team members (optional)

Step 2: Add Your First Data Source (2 minutes)

Option A: Upload a File

1. Click Data in the navigation menu

2. Click Add Data Source

3. Select File Upload

4. Upload a PDF, Word document, or text file

5. Click Process and wait for indexing to complete

Option B: Connect a Website

1. Click Data in the navigation menu

2. Click Add Data Source

3. Select Website

4. Enter your documentation URL (e.g., https://docs.example.com)

5. Click Process and wait for crawling to complete

Other Options

• Confluence: Connect your Confluence space

• Google Drive: Connect a shared folder

• Slack: Import channel history

• See Data Sources for all options

Step 3: Create Your First Agent (1 minute)

1. Click Agents in the navigation menu

2. Click Create New Agent

3. Configure your agent:

   • Name: e.g., "Customer Support Agent"

   • Data Sources: Select the data source you just added

   • Instructions (optional): "You are a helpful customer support assistant"

4. Click Save

Your agent is now ready!

Step 4: Test Your Agent (1 minute)

1. Click Playground in the navigation menu

2. Select your newly created agent from the dropdown

3. Ask a question related to your data source

4. Review the response and citations

Example questions:

• "What is [your product] pricing?"

• "How do I reset my password?"

• "What are the main features?"

What's Next?

Improve Your Agent

• Add more data sources: Connect additional knowledge sources

• Customize instructions: Add specific behavior guidelines

• Configure RAG strategy: Choose between Redwood (fast), Cedar (balanced), or Cypress (high quality)

• Test thoroughly: Use the Playground to test various scenarios

Deploy Your Agent

• Browser Extension: Install the Chrome extension for quick access

• API Integration: Use the REST API to integrate into your app

• Embed Widget: Add a chatbot widget to your website

• Integrations: Connect to Slack, Zendesk, or other tools

Monitor Performance

• Review Inbox: Check the quality of responses in the Inbox

• View Analytics: Monitor usage and performance metrics

• Set up Evals: Create evaluation sets to track accuracy

Need Help?

• Check out Core Concepts to understand key terminology

• Read Best Practices for tips on creating effective agents

• Visit the FAQ for common questions

• Contact support at [email protected]

Common Issues

My data source isn't processing

• Check that the URL is accessible

• Verify file format is supported

• Check process logs for error messages

The agent can't answer my questions

• Ensure your data source contains relevant information

• Check that the data source is connected to your agent

• Try rephrasing your question

• Review the sources cited in the response

Responses are too slow

• Consider using Redwood strategy for faster responses

• Check your internet connection

• Monitor system status at status.twig.so

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Congratulations! You've successfully set up your first AI agent. Continue to Authentication to learn about API keys and programmatic access.