Create a chatbot from a website with an AI agent

Choose a playbook

Situation	Playbook
The user has no SiteGPT account, or wants to try SiteGPT first.	Build a preview chatbot before signup
The user has a SiteGPT account, an API token, or a saved CLI profile.	Set up a chatbot in an existing account

Preview chatbot before signup

No login. Build a temporary chatbot, then share one link where the user previews and claims it.

How the two playbooks differ

Area	Preview before signup	Existing account
Login	None. `sitegpt onboarding start` returns a temporary token for one chatbot.	`sitegpt login`. The CLI needs the Growth plan or above. See Plans and limits.
Existing settings	None. The chatbot is new.	Read the current settings first. Change them only when the user asks.
Content	Add the best source, then fix the items that the setup checklist flags.	List the current content first. Do not delete or resync everything unless the user asks.
Hand back	The onboarding URL, where the user previews and claims the chatbot.	The chatbot ID, the chat URL, the install code, and a list of changes.

Ask for the purpose first

Both playbooks start with the same question. If the user did not say what the chatbot is for, ask:

What should this SiteGPT chatbot optimize for: customer support, marketing
and site guide, lead generation, docs and help, onboarding, or a mix?

If the user is not available, infer the purpose from the request and the website. State that assumption when you hand back.