Getting started
Quickstart
The fastest path to a live copilot. Admins get a working widget from the Portal alone; going live on your own site adds one short developer step.
The three pieces you'll touch#
| Piece | Who works with it | What it is |
|---|---|---|
| The Portal | Admins & operators | The web console where you configure the copilot's look, behavior, models and prompts, and watch usage, logs and billing. |
| The embed | Developers | A loader script (and an optional Canvas mount) you paste into your site. It injects the widget, mounts Canvas, and handles the secure handshake. |
| Your backend | Developers | Signs a short-lived token for each logged-in user so the copilot knows who is asking — and, optionally, exchanges it for scoped access to that user's data. |
Get up and running#
- Sign in to the Portal — brand the widget, choose your models and system prompt, and try it in the Playground. No code required (see the Admin track).
- Add your security key — generate an RS256 key pair and paste the public key into Security Keys (Developer track, Step 1).
- Mint a token & embed — your backend signs a short-lived JWT per signed-in user, then you paste the loader snippet into your pages (Steps 2–3).
- Allow your origin & go live — add your site's origin under CORS & Origins, then load a page; the copilot appears bottom-right (Step 4).
Just exploring? Everything except embedding can be done from the Portal alone. Read the Admin track first, then hand the Developer track to your engineers when you're ready to go live.