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PlaybookPart 1 of 3

Day 1: Build Your Agent with Claude or ChatGPT

Give Claude or ChatGPT your website and a few answers only you know. By the evening your agent knows your hours, prices, FAQ and rules, and you have tested it yourself.

7 min readUpdated Nov 2026AssistantLabs Team
Of your time today
One sitting
Is the starting point
Your website
No channel is connected yet
Nobody sees it

Connect Claude or ChatGPT

Today you build the whole agent in one sitting, by talking. Claude or ChatGPT does the typing in your AssistantLabs account, and you approve what it saves.

First connect it, once: connect Claude or connect ChatGPT. It takes a few minutes. Then check that it can see your agent:

Say this to Claude or ChatGPT
Which AssistantLabs agents can you see, and what does mine know so far?
Nothing reaches a customer today. No channel is connected yet, so you can try, change and undo as much as you like.

Start from your website

Your website already answers most of what customers ask: hours, prices, delivery, returns. Let the AI read it, so you only fill in what’s missing.

Say this to Claude
Read my website https://willowandco.com and fill in my AssistantLabs agent from it: business details, opening hours, contact details, FAQ, catalog and useful links. Use the business’s own words. Before you save anything, show me what you found and anything the site contradicts itself on.
Claude reads the main pages itself: about, contact, prices, FAQ.

In ChatGPT, paste the text instead. Copy your About, hours and price pages into the chat:

Say this to Claude or ChatGPT
Here is the text from my website: [paste it here]. Save the business details, opening hours and contact details to my agent, and turn the questions it answers into FAQ entries. Show me the list before you save.
  • Read what it found before you say yes. A wrong price is worse than no price.
  • Hours and phone numbers go into Business Details, not into an FAQ.

The app reads a website too, under Sources. Or type your details in yourself. Business Details is in the Identity group of Build:

Click “Build” from anywhere in the app.
Business Details sits right below Persona.
Open Business Details →
The business description. Hours and contact details sit right below it.

Give it your voice

The website tells the agent what you sell. It doesn’t tell it how you talk. That part only you can answer, and one real reply is enough.

Say this to Claude or ChatGPT
Here is how I would really answer a customer who asks “do you have this in size M?”: “Hi! Yes, M is in stock 🙂 Want the link?” Set my agent’s greeting, tone and reply length from that.
Short, warm, one emoji: the agent copies all three.
Persona sits under “Identity” in the Build sidebar.
Open Persona Settings →
The opening message, filled in for a small fashion boutique.

The Persona guide walks every voice setting: tone, length, emoji and languages.

Fill in what the site missed

Now ask what’s still missing. You know the questions customers ask on WhatsApp every week, even the ones your website never mentions.

Say this to Claude or ChatGPT
Show me everything my agent knows about my business, and list the five questions customers will certainly ask that it can’t answer yet.
Add this to the FAQ: “Do you ship to Eilat?” → “Yes, 3–5 business days.” Show me exactly what you changed.
Add the Linen Wrap Dress to my catalog at ₪240, with the link willowandco.com/linen-wrap.
Save our store-locator page, willowandco.com/stores, as a link the agent can send.
Paste them one at a time, in order.

Answer the five questions in your own words, in one message. The AI turns them into FAQ entries.

Everything lives under “Knowledge” in Build. Adding an FAQ:

FAQ, Catalog and Links all sit under “Knowledge.”

More on each: the FAQ guide and the catalog guide.

Set the rules

A few hard lines the agent keeps, however a customer asks. Two or three are plenty on day one.

Say this to Claude or ChatGPT
Add two rules to my agent: never promise an item is in stock, tell the customer to check; and always offer to pass the chat to me when someone asks for a refund.
Guidelines sits under “Behavior,” next to Scenarios.

Test it yourself

The Test button in the app shows exactly how the agent will answer on WhatsApp. Ask the AI for realistic questions first, so you don’t only test the easy ones.

Say this to Claude or ChatGPT
Write me five questions a real customer of mine would ask, including one awkward one.

Then paste them into Test, one by one:

Click "Test" to open the live preview and send a few real questions.

An answer that’s off? Click Edit response under it and write what it should have said. Add a one-line rule for next time if you like.

Every agent answer has an “Edit response” button.
Edit response
Your fix is saved and helps the agent improve future chats
Corrected answerRestore original
Of course, within 14 days of delivery, as long as the item is unworn.
Instructions for the agent(optional)
Always mention the 14-day window when answering about returns.
Instructions teach the agent to phrase more accurate answers next time.
Customer
online
Do you accept returns?
Answer given
I think so, but it’s best to check with us.
Corrected answer
Of course, within 14 days of delivery, as long as the item is unworn.
The customer won't get this answer again
CancelSave answer

The fix becomes a suggestion in the Training tab. Approve it and it applies to every chat. Or skip the click and tell the AI directly:

Say this to Claude or ChatGPT
When someone asks about returns, always say we accept them within 14 days of delivery, as long as the item is unworn.
Tomorrow: Connect WhatsApp, with the agent muted. Real customers will show you what you didn’t think to test.
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