Getting Started with DeskClone AI
DeskClone is a platform for building AI support agents. You give DeskClone your knowledge base, and it powers an agent that answers your website visitors' questions through a chat widget, monitors your support email, and helps your team resolve tickets faster. You provide the knowledge - DeskClone handles the conversations. You name your agent whatever you like; this guide simply calls it "your agent."
This guide walks you through signup and your first steps in the platform.
Creating Your Account
Sign up at deskclone.ai
Visit the signup page and fill in your details. Organization Name is the name of your company or team - this appears in your dashboard and can be changed later. You do not need a credit card to get started.
Verify your email
Check your inbox for a verification link. Click it to activate your account.
Complete the onboarding wizard
After signing in, you will see a short setup wizard. It walks you through the key steps to get your agent working. You can skip it and come back later, but we recommend going through each step - it only takes a few minutes.
You can also sign up with Google if you prefer not to create a separate password.
Your Dashboard
Once you are signed in, the dashboard is your home base. Here is what you will see:
- The resolution ring showing how many of your widget conversations your agent resolved on its own, with substats for conversations, visitors (distinct people who used the widget - counted once per verified email when they identify themselves, otherwise once per browser), time saved (tickets resolved times your minutes-per-ticket setting), and tickets resolved
- Activity charts for your daily activity and the month's conversation outcomes (resolved, escalated, abandoned, in progress)
- An Add knowledge card so you can fill a content gap right from the dashboard
- A recent activity feed showing the latest conversations, tickets, and knowledge changes
- Setup steps that track your activation progress until your agent is live
If your setup steps have not moved for a few days, the checklist adds a Talk to the founder button. It opens the contact form pre-set to reach Aarohi, DeskClone's founder, directly - she helps with setup herself and replies within one business day. The same option is always available under the Talk to the founder type in the contact form.
On your first visit, everything will show zero - that is expected. Until about ten conversations have finished, the ring shows "Collecting data" instead of a percentage, because a rate computed from two or three chats would be noise. The Visitors count also starts as "Collecting data" - it only appears once a full period of visitor activity has been measured, so the first number you see is a real one. Your numbers populate as you start using DeskClone.
The DeskClone dashboard showing the resolution ring with its substats, the daily activity chart, and the monthly outcomes donut
Navigating the Platform
The left sidebar is your main navigation:
- Dashboard - overview metrics and recent activity
- Agents - configure your agent's personality, knowledge, tools, advanced behavior, and publishing
- Tickets - support tickets created from email, forms, or widget escalation. Sources (email monitoring, forms) are nested here.
- Conversations - chat conversations between your agent and your website visitors
- Knowledge Base - your content library that the agent searches when answering questions
- Settings - account configuration, usage, team, and preferences
What to Do First
Here is the recommended order to get your agent up and running:
1. Set up your agent personality
Go to Agents and click your agent card to open the configuration page. Open the Personality tab. Write a short description of how your agent should communicate with your visitors - friendly and casual, or professional and formal. A good personality description makes a real difference in how natural the conversations feel.
2. Add knowledge base content
Go to Knowledge Base and add the content your agent will use to answer questions. You can create files manually, upload documents, or use Smart Import to pull content from Google Drive, Notion, a website, or your email history. The more relevant content you add, the better your agent performs.
3. Preview the agent
Your agent is always live-previewed on the right side of any configuration tab. Try asking it questions as you set things up - you will see exactly how it responds with your current knowledge and personality settings.
4. Check deployment readiness
On your agent configuration page, review the Share tab. Make sure your welcome message, branding colors, and identity settings are configured the way you want them.
5. Publish and embed on your website
On the Share tab, click Publish agent to generate your connection key. Copy the script tag and paste it into your website. Your visitors can now chat with your agent.
You can complete these steps in any order, but this sequence gives your agent the best foundation before you go live. Each step builds on the previous one.
Free Plan
Every account starts on the Free plan where your agent can handle up to 10 conversations per month. This is enough to test the product with real interactions and see how your agent handles your specific content. There is no time limit on the Free plan - it is yours to keep.
If you need more capacity, you can upgrade at any time from Settings > Account, or grab a booster pack for extra conversations without changing your plan.
What's Next
Now that you are oriented, the next step is to set up your AI agent - starting with the personality that shapes how it talks to your visitors.
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