Quickstart

Create an agent, test it in Fluo, then choose whether to embed it or call it from your application.

This quickstart gets an agent ready for a production path without forcing you to learn every platform object first.

1. Create a Project

Open platform.fluo.one, sign in, and create a project. A project contains your agents, knowledge bases, contexts, keys, and usage.

2. Create an Agent

In your project, create an agent and give it:

  • A clear name, such as Support Assistant.
  • A short purpose, such as answering product and account questions.
  • Instructions that define tone, boundaries, and escalation behavior.

Keep the first agent narrow. It is easier to sell, test, and improve a specific assistant than a broad one.

3. Add Knowledge

Create a knowledge base and upload the content the agent should use. Good first sources are:

  • Public help-center articles.
  • Product FAQs.
  • Policies the assistant is allowed to quote.
  • Short implementation guides.

Avoid uploading private internal planning docs unless they are intended to influence public answers.

4. Test in Fluo

Ask the same questions your users will ask:

  • What can this product do?
  • How do I set it up?
  • What happens when something fails?
  • When should I talk to a human?

Update the agent instructions and knowledge until the answer quality is consistent.

5. Choose a Release Path

GoalRecommended path
Add chat to a website quicklyEmbed a Chatbot
Use the agent from your backendCall the API
Build a custom streaming UIStreaming Threads

6. Review Security

Before you ship, check:

  • Browser embeds use publishable embed keys, not full secret API keys.
  • Allowed domains are configured for public widgets.
  • Rate limits and spend caps are set.
  • Tools that perform writes are intentionally enabled for public users.

See the Production Checklist for a concise launch review.