Fineguide AI User Guide

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Getting Started with FineGuide AI ​

Welcome to FineGuide AI! This guide will help you create your first AI assistant and get it running on your website in just a few minutes.

What is FineGuide AI? ​

FineGuide AI is an Agentic AI platform for creating intelligent AI assistants that don't just answer questions — they take action, make decisions, and accomplish tasks on behalf of your users.

Beyond Chatbots: The Agentic AI Difference ​

Traditional chatbots and Agentic AI assistants are fundamentally different:

AspectTraditional ChatbotAgentic AI Assistant
ArchitectureSingle model, rule-based or simple AIMultiple AI models working together
Decision MakingFollows predefined scriptsReasons, plans, and adapts dynamically
ActionsLimited to preset responsesExecutes real tasks (API calls, data lookup, transactions)
ContextShort memory, resets each sessionMaintains context, extracts variables, learns patterns
IntelligencePattern matchingIntent analysis, reasoning, quality assurance

How FineGuide's Agentic System Works:

When a user sends a message, multiple AI models collaborate in parallel:

  • Intent Analysis — Understands what the user really wants
  • Knowledge Retrieval — Finds relevant information from your training data
  • Response Generation — Crafts a helpful, on-brand response
  • Variable Extraction — Tracks important information throughout the conversation
  • Quality Assurance — Verifies accuracy before responding

This orchestration happens automatically — you don't need to configure anything. Just train your assistant and let the platform handle the complexity.

What Your AI Assistant Can Do ​

  • Answer questions intelligently based on your content
  • Take actions like checking orders, sending emails, or creating tickets
  • Collect leads and qualify prospects through natural conversation
  • Escalate to humans when situations require personal attention
  • Work everywhere — your website, WhatsApp, Slack, Telegram, and more

Step 1: Create Your Account ​

  1. Go to app.fineguide.ai
  2. Click Sign Up and enter your email
  3. Verify your email address
  4. Complete your profile setup

Step 2: Create Your First Assistant ​

After logging in, you'll land on your Dashboard. Here's how to create your first AI assistant:

2.1 Navigate to Assistants ​

Click Assistants in the left sidebar to see your assistant list.

2.2 Create New Assistant ​

Click the Create Assistant button and fill in:

FieldDescriptionExample
NameWhat your assistant will be called"Alex"
CompanyYour business name"Acme Corp"
RoleThe assistant's purpose"Customer Support"

2.3 Configure Initial Settings ​

After creation, you'll be taken to the assistant configuration page where you can:

  • Set the welcome message
  • Configure personality settings
  • Customize the chat widget appearance

Step 3: Train Your Assistant ​

Your assistant needs knowledge to answer questions. Navigate to Learning Context to add content:

Option A: Add Website URLs ​

  1. Go to Learning Context → Website
  2. Enter your website URL (e.g., https://yoursite.com)
  3. Toggle Include Subpaths to crawl all pages
  4. Click Add Context
  5. Wait for the crawl to complete (usually 1-5 minutes)

Option B: Upload Documents ​

  1. Go to Learning Context → Files
  2. Drag and drop your files (PDF, Word, TXT, etc.)
  3. Wait for processing to complete

Option C: Add FAQ Entries ​

  1. Go to Learning Context → FAQ
  2. Click Add New
  3. Enter a question and the exact answer you want
  4. Great for ensuring consistent answers to common questions

Step 4: Test Your Assistant ​

Before going live, test your assistant:

  1. On any assistant page, look at the chat preview on the right side
  2. Type test questions to see how your assistant responds
  3. Adjust your training content if answers aren't accurate
  4. Use Learning Context → Test to create a test suite

Step 5: Customize Appearance ​

Make your assistant match your brand:

  1. Go to Appearance
  2. Set colors for light and dark themes
  3. Choose a chat template style
  4. Configure widget position and size
  5. Upload a custom avatar or widget icon

Step 6: Deploy to Your Website ​

Ready to go live? Get your embed code:

  1. Go to Integrations
  2. Copy the provided JavaScript code:
html
<script>var FINEGUIDE_CHATBOT_ID = 'your-bot-id';</script>
<script src="https://cdn.fineguide.ai/fineguide.min.js"></script>
  1. Paste this code into your website's HTML (in <head> or before </body>)
  2. Refresh your website — the chat widget should appear!

Step 7: Connect Messaging Platforms (Optional) ​

Extend your assistant's reach to other channels:

  1. Go to Connect Apps
  2. Click on the platform you want to connect (Slack, WhatsApp, Telegram, etc.)
  3. Follow the OAuth or setup flow for each platform
  4. Your assistant will now respond on these platforms too!

Simple, Predictable Pricing ​

FineGuide uses straightforward credit-based pricing:

  • 1 credit per message — All the AI orchestration is included
  • 12 credits per minute — For Voice QA analysis

No need to choose models or worry about variable costs.

What's Next? ​

Now that your assistant is live, explore these features:

Monitor Performance ​

  • Dashboard — View conversation metrics and agent activity
  • Analytics — Deep-dive into conversation quality

Advanced Features ​

  • Actions — Let your assistant execute real tasks (check orders, send emails, update CRM)
  • Webhooks — Send conversation data to your systems
  • n8n Integration — Connect to workflow automation
  • Session Variables — Track user preferences during conversations

Lead Management ​

Team Collaboration ​

  • Organizations — Manage team access and permissions
  • Team Members — Invite colleagues to collaborate

Need Help? ​

Common Use Cases ​

Customer Support Agent ​

  1. Train on your FAQ pages and support documentation
  2. Enable ticket creation for complex issues
  3. Set up webhooks to notify your support team
  4. Use Actions to check order status or account info

Sales Lead Generator ​

  1. Enable Lead Collection in Features
  2. Set appropriate lead strictness level
  3. Train on product pages and pricing information
  4. Connect to your CRM via webhooks or actions

Internal Knowledge Base ​

  1. Upload internal documents and policies
  2. Deploy on Slack or Microsoft Teams
  3. Restrict to context to ensure accurate answers

E-commerce Assistant ​

  1. Use Shopify/WooCommerce action templates
  2. Train on product catalog and shipping policies
  3. Enable order status lookup actions
  4. Let customers track orders through natural conversation