Get started in three steps
Step 1: Connect your first data source
The onboarding wizard walks you through two paths depending on what you want to build:- Ticketing system (Zendesk, Freshdesk, HubSpot, Jira, Zoho, or Outlook): connect via OAuth and IrisAgent starts importing your tickets, macros, and knowledge base articles. Best for AI suggested resolutions, agent copilot, and AutoQA.
- Website link: paste your URL and IrisAgent builds an AI agent trained on your public site and help docs in minutes. Best for chat deflection on your marketing site or help center.
Step 2: Deploy IrisAgent AI
The wizard’s final step gives you the fastest paths to deploy:- Embed the chat widget on your website (snippet is generated for you)
- Install the agent copilot sidebar inside your ticketing system
- Invite teammates to the workspace
Step 3: Connect additional data sources
After the wizard, continue growing your agent’s knowledge from the dashboard:- Knowledge bases (Confluence, Notion, Zendesk Guide)
- File uploads (PDF, DOCX, plain text)
- Q&A pairs and custom APIs
Need help? Contact us at our email or book a personalized demo.