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Documentation / Support Agent

Support Agent

Prepare Relay's knowledge, add its website widget, and track customer conversations.

1

Add knowledge sources

Open the Knowledge base to add a URL or paste text. This account currently has no sources added.

Next step: Install the website widget
2

Install the website widget

Review Relay's website-install card and setup checklist. The embed snippet becomes available after Relay is configured and ready to go live.

Next step: Review conversations
3

Review conversations

Review Relay's conversations screen. No conversations have been recorded in this account yet.

Next step: Review support analytics
4

Review support analytics

Review Relay's Overview metrics. This account has no conversations yet, so the counters are zero.

Next step: Send a help request