Getting started
Implementation
Version 1.0 · Last updated 2026-05-27
The agent does not appear on your site by magic. Three small steps make the rest of the platform usable. Skip any of them and Train and Deploy will not work as expected. Most customers have the first agent live within four weeks.
Before you start
You need admin access to your Unless account and the ability to add a script tag to the head of your website. If you use a tag manager (Google Tag Manager, Segment), that works too. You do not need developer access to the Unless codebase.
Step 1: Install the snippet
Open Account and billing > Settings and click Get Unless snippet. Copy the script tag and paste it into the <head> of every page that should host the Customer Agent.
The snippet loads asynchronously. It does nothing visible until you publish a component or starter button, so installing it is safe even on a production site.
If you use a tag manager, add the snippet as a custom HTML tag that fires on all pages.
Step 2: Configure your workspace
A workspace holds your entire Unless configuration. Most companies use one production workspace. During setup you pick three things:
- Base language. The language most of your content is written in. The agent uses this as the default for processing Sources.
- Allowed languages. The languages your team can support. The agent will respond in any of these if it detects the customer’s language.
- Fallback language. What the agent uses when it cannot detect the customer’s language.
Open Account and billing > Account settings to configure these.
Step 3: Add your first Source
The agent has nothing to say until you connect at least one Source. Pick the Source that answers the most customer questions today. That is usually your help center, your main marketing site, or your product documentation.
Go to Train > Knowledge base > Sources and add the URL. Unless will crawl it, process it into the Content library, and make it available to the agent. See Sources for the full guide.
What happens next
Once the snippet is installed, the workspace is configured, and a Source is connected, the Engine starts building Living Knowledge. You can move on to:
- Content library to see how your Sources are structured
- Procedures to set up the actions the agent can take
- Audiences to segment your visitors
- Preview to see the agent before customers do
Frequently asked questions
How do I get the Unless snippet?
Open Account and billing > Settings and click Get Unless snippet. Copy the script tag and paste it into the head of your site.
How do I check the snippet is installed correctly?
Open your site, open the browser developer tools, and look at the network tab. You should see a request to a script hosted on the Unless domain. If you do not, the snippet is not loading.
How do I set the languages the agent should support?
Open Account and billing > Account settings. Set the base language to the language most of your content is written in. Set allowed languages to the ones your team can support. Set a fallback for cases where the agent cannot detect a customer's language.
Do I need to whitelist cookies?
Only if you plan to build Audiences using your own cookies. Open Account and billing > Settings > Script and add the cookies you want Unless to read.
What is the first Source I should add?
The Source that answers the most customer questions today. Usually your help center, your main marketing site, or your product documentation.