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Deploy a custom AI agent workflow from OpenAI Agent Builder to a live website chatbot

Non-technical teams, product managers, customer support teams

1-2 days for basic setup

What Success Looks Like

A fully functional chatbot on your website that classifies users, provides specialized responses, and can integrate with your existing tools without ongoing developer support

Steps to Execute

1

Define your use case and user types that need different treatment

2

Create and clean your knowledge base data for vector store

3

Build classifier agent with clear examples of each user type

4

Create specialized agents for each user category with specific prompts

5

Connect agents to relevant tools (MCPs, vector stores, APIs)

6

Test workflow thoroughly using preview mode with edge cases

7

Set up guardrails for safety and quality control

8

Deploy using ChatKit SDK with workflow ID and API keys

9

Install chatbot script on website and configure appearance

Checklist

User scenarios documented with examples
Data cleaned and uploaded to vector store
Each agent tested individually
Classification accuracy validated
Guardrails configured for safety
Integration with external tools working
Chatbot appearance customized
Analytics and logging enabled

Inputs Needed

  • OpenAI API keys and credits
  • Knowledge base documents
  • Website access for script installation
  • User scenario examples for training
  • External tool credentials (if using MCPs)

Outputs

  • Published agent workflow
  • Functional website chatbot
  • User interaction logs
  • Classified lead/customer data
  • Automated responses to common queries

Example

A B2B SaaS company deploys a chatbot that identifies if visitors are existing customers needing support or new prospects, then either helps troubleshoot using their knowledge base or qualifies leads for sales team