Your Fellow Agent Documentation
Everything you need to answer website customers while they are still interested. From the first website scan to site launch, customer conversations, and owner handoff.
Overview
Your Fellow Agent turns your website into a real coworker: an AI agent that learns your business, answers everyday questions, uses connected business tools, and brings your team into the conversation when customers need your help.
Key capabilities
Why This Is Different
A customer who cannot find an answer may leave instead of filling out a form. Your Fellow Agent keeps the conversation moving while the need is still fresh.
Why a promising website visit ends
The visitor wants to know whether you offer a service, have availability, or can handle a particular request. If the answer is not obvious, the next business is one click away.
A contact form does not answer the question or make the next step feel certain. The customer may leave before the business ever sees the message.
How Your Fellow Agent is different
When your agent needs help, it doesn't abandon the customer. It asks clarifying questions when useful, collects only the contact fields you configured, and loops in a human with the full background.
Quick Start
Build your agent, test it, and install it with one line of code.
Create the agent from your website
Enter a URL and the system starts crawling pages, extracting business info, and drafting a starter FAQ. Your first agent is typically ready to test in about 90 seconds.
Review setup and training
Pick an avatar, set the agent name, choose tone, review website coverage, and add docs or manual URLs.
Set up connections
Choose contact fields, open the live dashboard, and add email or Slack alerts when your team needs to jump in.
Install once
Claim your business, then copy the script and paste one line of code before </body>. Manage launcher changes from Your Fellow Agent after that.
Start: Website Scan
Start by giving the agent your website so it can learn the basics before you customize it.
What happens during the scan
Give Your Agent a Presence
Choose the face, name, and personality customers will interact with.
Configuration options
Style the Customer Experience
Customize the conversation, launcher, and site appearance to match your brand.
Styling options
Train It on Your Business
Review website knowledge, add FAQs, upload documents, and test how the agent responds.
Knowledge sources
- Edit auto-generated FAQ responses from the website scan
- Add your own Q&A pairs manually
- Import/export Q&A as plain text (Q: and A: format)
- Supported formats: PDF, DOC, DOCX, TXT, and CSV
- Maximum file size: 10MB per file
- Up to 5 files per upload batch
Choose Contact Fields
Choose what the agent should collect when your team needs to follow up.
Available fields
The agent should only ask for the fields you enable. If you collect name and email but not phone, it should not keep asking for a phone number.
Connect Your Team
Decide how your team sees customer threads and how the agent should ask for help.
Trigger phrases
Your agent answers from business knowledge and considers connected tools when a customer needs something done. When staff help is needed, your existing reply settings determine whether staff contacts the customer directly or responds through the agent. Sending a notification does not mean a person has read it or started work. Your agent can continue answering questions and using applicable tools while a staff request is pending.
Custom triggers
Add industry-specific phrases that are strong signals for your business. These guide the agent, but the model still uses the conversation context.
Owner instructions
Customize what the agent says when looping you in and how it sets expectations.
Slack
Connect Slack when your team wants alerts and customer threads in a shared workspace.
Setup process
Connect your workspace
Click 'Add to Slack' to authorize the Your Fellow Agent app in your workspace.
Open the alerts channel
The app creates a business-named alerts channel with links to customer conversations. Reconnecting reuses it when available.
Review customer requests
Each conversation has its own channel. Requests marked 'Needs your team' include a summary and a link to reply.
Advanced Settings
Fine-tune launcher behavior and enable power features.
Launcher placement
Additional options
Images and documents (PNG, JPG, WebP, GIF, HEIC, PDF, TXT, CSV, DOCX). Up to 3 per message, 5MB each. Drag/drop or paste supported.
Collect messages without agent replies
How Connecting Your Team Works
The complete flow from customer request to resolution.
Asking your team is a feature, not a failure
When the agent needs help, it acts like a coworker. It keeps the conversation natural, asks clarifying questions when they help, gathers the details you configured, and sends you a simple email or Slack note with the background. No separate acknowledgement email is sent by default; the customer stays in the same thread.
You reply however you want - "tuesday 4 works" becomes a polished customer response when agent replies are enabled. In escalation-only mode, the email makes it clear that you should reply to the customer directly.
How a customer thread moves forward
Asks a question, describes a problem, or requests human help
Answers when it can, asks useful follow-ups, notifies your team, or decides a team member should be involved
Gathers the configured fields, such as name, email, phone, address, or a custom field
Tells the customer it is getting the team involved and keeps the thread open
Via email, Slack, or both, with context and customer details included
You reply from email, Slack, or dashboard, or contact the customer directly
Notify vs Ask the Team
The agent does not need to treat every unusual customer message as a hard handoff. It can choose the lightest useful level of team involvement. An email address supplied for an order or booking lookup stays part of that task; it does not automatically trigger a request to your team.
Routine questions stay with the agent. It answers from your website, FAQs, documents, and training without bothering your team.
For high-value, sensitive, or unusual conversations, the agent can keep helping while your team gets a heads-up in the dashboard, email, or Slack.
When the agent should not guess, it asks useful follow-ups, collects the configured contact fields, and creates a thread for your team to answer.
Signals That Your Team May Be Needed
The agent can loop you in when:
When customers use specific words like "human", "manager", "refund", or any custom triggers you've configured. These guide the agent rather than replacing its judgment.
The agent recognizes when customers are getting frustrated or repeating themselves.
Questions outside the agent's knowledge base loop you in rather than guessing.
Customers can always ask to speak with a human directly.
The Team Flow
When the agent loops you in, it follows a natural process:
The agent identifies what the customer is trying to do and whether it can help directly.
For service requests, troubleshooting, quotes, or appointments, it may ask one or two practical follow-ups before collecting contact info.
Asks for the fields you enabled, and does not keep asking for fields you turned off.
Sends a plain coworker-style email or Slack note with what the customer needs, what has already been said, and how to answer.
Team Channels
Dashboard
- Real-time customer thread inbox
- View every message and current status
- Reply from the portal when agent replies are enabled
- Useful for teams handling many conversations at once
- Plain-language note from Your Agent [name]
- Explains what the customer needs and includes the relevant context
- Customer contact summary
- One-click dashboard link (magic link auth)
- Reply directly when you want the agent to relay your answer
Slack
- Posts to your configured coordination channel
- Includes customer info and request summary
- Links directly to the customer's conversation channel
- Mention the agent to give instructions
- Choose Take over to send your own replies as written
Responding to Customers
Three ways to respond
If agent replies are enabled, reply to the alert with what you want to say. The agent turns it into a clear customer response and sends it back in the same conversation.
Open the conversation channel. Mention your agent to give instructions, or choose Take over to send your own replies as written.
Click the magic link in your email to go directly to the conversation in your portal inbox.
Dashboard: Customer Threads
An inbox for the customer questions that need your judgment.
Inbox features
- Opens on Needs you so waiting customers are never buried
- Move between Needs you, Waiting on customer, and Handled
- Search by customer name or content
- Sort by last activity
- Messages left when the agent was in trial/offline mode
- Sender info (name, email) if provided
- Mark as read functionality
Customer Thread Detail
What you see in each thread
- Full message thread between the customer, agent, and owner
- Customer contact information
- Timestamps for all messages
- Team involvement status and category
- Reply interface to respond directly
- No response needed closes the request without sending a customer message
Agents
Manage multiple agents
- Grid view of all your agents with avatars
- Per-agent stats (conversation count, last active)
- Quick actions: Configure, View Inbox
- Create new agent button
Widgets
Primary floating agent vs inline widgets
Your Fellow Agent supports two deployment formats:
The core site-wide coworker that sits in the corner of your website. It features the floating Chat Toast card (up to 120 characters), adaptive hesitation intelligence, and the Klaviyo Email Form Optimizer with chat focus shielding.
Stand-alone widgets embedded directly inside specific page containers (such as FAQ hubs, landing page contact forms, or consultation request sections).
Widget types
Answer questions directly from your knowledge base. Great for help centers.
Collect contact info conversationally. Perfect for landing pages.
Collect preferred dates, times, and contact details for your team to confirm. It does not reserve calendar availability.
Custom agent interactions with your own instructions.
Team Management
Team roles
| Permission | Member | Admin | Owner |
|---|---|---|---|
| View conversations | |||
| Respond to customers | |||
| Train agent | |||
| Configure agents | |||
| Invite team members | |||
| Promote/demote or remove members |
Team management actions
- Invite new members by email with role assignment (Owner/Admin)
- View pending invitations with expiration dates
- Resend or cancel invitations that haven't been accepted (Owner/Admin)
- Owners can promote/demote members between roles
- Owners can remove team members
Agency & Client Setup
Build an agent for a client
Agencies can use the same website-first setup as a business owner. Enter the client website, review and test the agent, set the client's contact and handoff details, then install the generated script when the client is ready.
- Build and test an agent before the client installs anything
- Keep each agent's website knowledge, appearance, and contact settings separate
- Invite client team members as admins or members when they need access
- Let the client respond through email, Slack, or the dashboard
Settings
Settings
Update these from each agent's configuration
Install widgets and manage connected channels
Choose who can answer customer questions
Owner Replies
Reply from Slack or email without opening the dashboard.
Owner replies via Slack
Open the customer's conversation channel to give your agent instructions or answer directly:
- Choose Take over, then send your replies without mentioning the agent. Your messages are sent as written.
- Mention your agent to give instructions instead of writing the customer's reply yourself. This does not pause the agent. Only Take over pauses automatic replies.
- Choose Return to the agent when finished. Control also expires after 10 minutes without a team reply.
@Julie [instruction]Ask the agent to turn your instruction into a customer reply@Julie doneEnd remote control and return to the agent@Julie extend 15Extend the timer (minutes)@Julie statusView remaining time and controller
Remote control via email
Every alert email includes a special reply-to address:
If agent replies are enabled, reply to the email and your message is routed to the right conversation, polished, and delivered to the customer.
Training Mode
Correct agent responses in real time to improve future answers.
How to use training mode
Generate a training PIN
Go to your agent's configuration page and generate a time-limited PIN.
Enter training mode
In the chat widget, type 'enter training mode' and provide the PIN when prompted.
Correct responses
If the agent gives a wrong answer, simply respond with the correct one. Say something like 'No, the correct answer is...' or 'Actually, it should be...'. The agent will save your correction automatically.
Reset and test
Click 'Reset Chat' in the training panel to start fresh, then ask the same question to verify your correction was learned. Repeat this process to dial in your agent's responses.
Exit training mode
Type 'exit training mode' when finished. All corrections are saved automatically.
Trial & Offline Mode
Collect leads and customer messages without agent responses during setup, downtime, or an expired unpaid trial.
Full trial, then contact-form mode if unpaid
New businesses get 14 days of full agent functionality beginning when the agent is installed on the business website and has its first real customer conversation. Creating, claiming, configuring, or privately testing it in the dashboard does not use trial time. If the trial expires without active billing, the installed widget stays on the site but switches to contact-form mode for new and existing conversations. It stops generating agent answers and owner-reply workflows, but it continues collecting visitor messages and contact details so you never miss a customer request.
- Full agent behavior during the 14-day trial
- Contact-form mode after an unpaid trial expires
- Manual pause mode when the owner wants to collect leads without agent replies
- Private dashboard testing before installation and after expiration
Offline message
Customize what visitors see when the agent is offline:
Keeping Knowledge Current
Ways to keep an agent aligned with a changing business site.
Current Your Fellow Agent update paths
The first website scan happens during setup. Fast previews organize the first pages into short, source-linked topics so the agent can start answering quickly. On an installed site, the agent also receives the visible page section when it changes during a conversation. Owners can run a fresh scan at any time. When scheduled refresh is configured, it updates changed pages for fast previews; other agents continue using the full knowledge-rebuild path.
From Configure, owners can trigger a fresh crawl when services, pricing, hours, policies, menus, or support pages change.
Add specific URLs so important pages, like pricing, FAQs, menus, service-area pages, or documentation, are included in the next crawl.
Manual Q&A and training corrections take priority over scanned website content. If a knowledge recompile fails, your saved training corrections remain in place.
Upload PDFs, Word documents, text files, or CSV files when the source of truth is not on the public site.
Advanced refresh options
These automated refresh and integration options are not all enabled by default. Confirm availability with support before relying on them. Use the rescan, document, Q&A, and correction controls above for updates you need now.
The scheduled refresh checks active sites for changed pages. Fast-preview agents update the affected website topics; other agents queue a full knowledge rebuild.
Watch sitemap.xml and page last-modified values to discover changed or newly published pages.
Trigger refreshes from Shopify, WordPress, Webflow, Squarespace, or a custom CMS whenever products, pages, posts, or policies are published.
Hash page text, compare diffs, and re-embed only the changed sections instead of rebuilding everything.
Sync product catalogs, inventory, hours, locations, pricing, or booking availability from APIs instead of scraping rendered pages.
Use unanswered questions, corrections, and owner replies to suggest knowledge updates for approval.
Stage changed answers before publishing when accuracy matters, especially pricing, policies, legal, medical, or financial content.
Notify owners when high-traffic answers are stale, pages disappear, crawl fails, or important site sections have not been refreshed recently.
Billing & Plans
Start with the complete web agent free for 14 days. Launch plans begin at $29 per month, with two months free on annual billing.
Launch plans
Starter is $29 per month for 100 customer conversations, one agent/site, and two seats. Business is $79 per month for 500 conversations, one agent/site, and five seats. Growth is $199 per month for 2,000 conversations, up to three agents/sites, and ten seats. Annual billing costs ten months ($290, $790, or $1,990), while included conversation allowances reset monthly. Every plan includes the complete web agent.
Conversations and overages
A customer conversation is one customer thread or session, not every individual message. Owner replies are part of that thread and are not metered separately. Additional-conversation rates are $0.40 each on Starter, $0.25 on Business, and $0.12 on Growth. Check your billing section for current usage and your invoice for billed charges. Contact support if the figures do not match what you expect.
Included on every paid plan
Add-ons
Higher conversation allowances, extra agents/sites, conversation packs, and white-glove onboarding can be arranged with the team. SMS is working in a limited pilot, not generally included in plans. Dedicated client numbers and voice agents are not generally available.
Slack Integration
Full integration with Slack for notifications and conversation management.
Setup process
Install the app
Click 'Add to Slack' in your agent's configuration to authorize the Your Fellow Agent app.
Open the alerts channel
The app creates a business-named alerts channel. Existing channel settings are preserved, and reconnecting reuses an available saved channel.
Start receiving notifications
Conversation links appear in the alerts channel. Customer messages and reply controls appear in each conversation's own channel.
Slack capabilities
The latest conversation update includes a How to reply guide and Take over / Return controls. Channels are public within your Slack workspace.
Handoff alerts include a request summary and a link to the conversation.
Pause agent replies and send your own messages as written. Return control when finished.
Give instructions for a customer reply. This is different from sending your own message during takeover.
Email Integration
Automatic email notifications and reply handling.
Email types
A short note from your agent with one request summary, contact details, and a conversation link. Reply with instructions when agent follow-up is enabled, or contact the customer directly when it is disabled.
Notification when someone leaves a message while the agent is offline.
Preview activity, trends, and unanswered questions from the dashboard. Automatic weekly delivery is not currently enabled.
Replying to emails
Each alert email has a special reply-to address that routes your response to the correct conversation:
From: Julie <[email protected]>
Reply-To: [email protected]
Sarah wants to reschedule her highlights appointment and asked whether Friday afternoon is available.
What should I tell her?
Reply naturally and I will take care of the response. If I do not need to respond, reply "no response needed."
- JulieChoose how your agent helps
Start with what is included
Your agent answers from business knowledge, gathers useful details, and asks staff for help. The built-in scheduler collects a request, not a calendar reservation. Live order lookups, return labels, and bookings require a connected business service that supports those actions.
Decide who handles staff follow-up
In your agent configuration, review the owner contact, contact fields, and agent email-reply setting. With email relay enabled, staff can reply through the agent. With it disabled, staff handles customer email follow-up directly. Connected tools can work in either arrangement. An alert means the request was sent, not that someone has read it or joined the chat.
Email conversations versus a monitored inbox
Continuing a website conversation by email uses a conversation-specific reply address. It does not automatically connect your existing support mailbox. General business-inbox monitoring is not a self-service launch feature. Do not forward an entire mailbox without a supported routing setup. In configured Cloudflare inboxes, messages with attachments go to the designated person with the available files. The agent does not automatically interpret those attachments. Other channels can have different attachment support.
When something does not work
- Widget missing: confirm the snippet is on the published page, check blocked script requests, and verify installation status.
- Wrong answer: review the source, add a correction, and repeat the question in a fresh private test.
- Order not found: check the order and email, then confirm the connected service has that order. Not found is different from outside the return window.
- Pending action or timeout: check the existing operation before retrying. Do not create another booking, payment, or return to test whether the first worked.
- Broken document link: keep the original message and report the link failure. Do not request a second transaction just to obtain another link.
- Missing email: check the recipient, spam folder, and thread. Ask support to distinguish processing time from send time and delivery time.
- Agency account: select the correct client workspace before changing settings or billing. Test each client separately and confirm who receives alerts.
For help, email [email protected] with the agent, approximate time, and what you expected. Do not send passwords or API keys.
Model Context Protocol (MCP)
Connect Your Fellow Agent directly to Claude, Codex, Cursor, and other AI tools.
What is the MCP integration?
The Model Context Protocol (MCP) allows AI coding assistants, chat apps, and custom agents to interact directly with Your Fellow Agent. You can build and test an agent for your website right from chat, or manage your existing business knowledge without opening the web dashboard.
Ask your coding assistant to read get_yfa_guide first. The guide covers setup, business tools, examples, testing, installation, billing, and troubleshooting. Clients that support MCP resources can also read yfa://guide/overview. Your own services run on your hosting; Your Fellow Agent connects them to customer conversations. Use test services before enabling actions that send emails, buy labels, or change orders.
Connect without an upfront account or API key. Tell your AI assistant to set up customer support for your website, and it will analyze your site, begin training, and return an interactive live chat preview and claim link in ~90 seconds.
Sign in with your owner account to inspect agent configurations, update business knowledge and Q&A, run test conversations via the preview channel, and check installation or billing status.
Zero-Dashboard Setup: Build, Calibrate, and Embed in Chat
Agencies, developers, and power users can configure complete customer-facing agents without ever opening the web dashboard. Your coding assistant (Claude Code, Codex, Cursor, or Cline) handles every step through MCP tools:
Prompt: "Set up customer support for https://example.com". The assistant calls setup_agent to scrape public pages, synthesize starter knowledge, and draft Q&As.
Prompt: "Ask the agent about pricing and return policies". The assistant calls test_agent to evaluate responses right in your terminal or chat window.
Prompt: "Get the embed script and install it in our layout". The assistant calls get_installation and automatically inserts the script before </body>.
Use list_teams and switch_team to switch between client accounts and configure distinct brand settings without repeated sign-ins.
/mcp/pair?code=...) to authorize your device.Connecting your AI client
Your Fellow Agent exposes a standard Streamable HTTP MCP endpoint at:
https://yourfellowagent.com/mcpDesktop Setup (Claude Desktop)
In your claude_desktop_config.json, add the server using stdio bridging:
{
"mcpServers": {
"yourfellowagent": {
"command": "npx",
"args": ["-y", "mcp-proxy", "https://yourfellowagent.com/mcp"]
}
}
}Codex CLI
codex mcp add yourfellowagent --url https://yourfellowagent.com/mcpAvailable Public Tools
Analyzes any business website and begins training an agent in ~90 seconds. If the site is already registered, returns a 1-click pairing link to authorize your IDE; if new, returns a live chat preview and claim link.
Checks whether a domain is already registered on Your Fellow Agent or available for new agent setup. For claimed domains, generates a 1-click pairing link for browser authorization.
Checks the crawl status, training phase, and chat readiness for an agent.
Test an agent right in your chat/IDE session with zero login required for new draft agents. For claimed agents, requires an authorized session.
Retrieves the one-line embed snippet so AI coding assistants can directly add the widget script to your HTML or React layout with zero login required.
Completes browser approval using the pairing code and the private device secret returned to your MCP client. Your client keeps the secret; you only open the approval link. Start a new connection if approval takes longer than 15 minutes.
Authenticated Workspace & Management Tools
Once paired, AI assistants can configure, customize, and operate agents across all your businesses:
Enables multi-brand owners and agencies to view all accessible client workspaces and switch between them instantly without re-authenticating.
Inspect and update business details, owner handoff contacts, and widget appearance, including positioning (left or right side), brand colors (primaryColor), launcher styles (bubble or edge-tab), and desktop modes (widget or sidebar). Use get_agent_channels to inspect channel settings and connect_agent_channel for the Slack authorization link, then return to your conversation to finish setup.
Add additional URLs or raw text from policies, price lists, and business notes directly into the agent's synthesized knowledge base.
List agents in the active workspace, continue a private test by passing its conversation ID, and retrieve the one-line installation code. Private tests work after trial expiration. Installation is complete only when the production widget is detected.
Custom Actions & External MCP Tool Engine
Connect external MCP servers or custom HTTP APIs so your agent can take action on behalf of customers (look up live orders, generate return shipping labels, check appointment availability, or issue bookings):
Ask Claude or Codex, connected to Your Fellow Agent, to add your business tool. It can connect the server, show you the actions it finds, and enable the ones customers should use. Refreshing the connection preserves those choices. Your developer or coding assistant hosts the business function; Your Fellow Agent handles the customer conversation. The regular dashboard shows connected tools without requiring you to enter endpoint URLs or credentials there.
Connection credentials are encrypted at rest and kept outside the agent's model inputs. Some services ask you to authorize access in a browser. You can then return to Claude or Codex to finish configuration.
Use create_tool_connection, refresh_tool_connection, and configure_custom_tool to connect and enable selected actions. register_http_tool adds a JSON HTTP action. inspect_tool_connections and list_tool_executions show operational status without revealing credentials or customer arguments.
Widget Embed Codes
Installation snippets for your website.
Primary agent widget
Add this before your closing </body> tag. Paste it once, then change colors, launcher style, side, tab text, and uploads from Your Fellow Agent:
<script
src="https://yourfellowagent.com/widget.js"
data-bot-id="YOUR_BOT_ID"
defer>
</script>data-config-source="inline".Embedded widgets
Embed a widget inline on your page (great for landing pages, contact pages, or documentation):
<div id="yfa-YOUR_WIDGET_ID"></div>
<script
src="https://yourfellowagent.com/embed.js"
data-widget-id="YOUR_WIDGET_ID"
></script><div style="max-width: 400px; margin: 0 auto;">
<div id="yfa-YOUR_WIDGET_ID"></div>
</div>Widget styling tips
The widget inherits styles from its container. Use CSS to control width, max-width, and positioning. For centered widgets, use margin: 0 auto.
Widgets are responsive by default. On mobile, they'll adapt to the available width. Consider using max-width: 100% for fluid layouts.
You can embed multiple widgets on the same page. Each needs a unique container ID matching the patternyfa-YOUR_WIDGET_ID.
Primary widget configuration
| Setting | Values | Default |
|---|---|---|
| data-bot-id | Your agent ID | (required) |
| Desktop | Bubble or side tab | Bubble |
| Mobile | Side tab or bubble | Side tab |
| Side | Left or right | Right |
| Tab text | Short label | "Ask us" |
| Side tab position | 20 to 80 percent down the page | 52% |
| Image uploads | On or off | On |
CMS Platform Guides
Step-by-step instructions for adding the agent to your website platform. During setup, our scanner automatically detects your platform and pre-selects the matching guide.
- In WP Admin, go to Plugins → Add New and install the free WPCode plugin.
- Navigate to Code Snippets → Header & Footer.
- Paste your script into the Footer box and click Save Changes.
Alternatively, paste before </body> in your child theme's footer.php.
- In Shopify Admin, go to Online Store → Themes.
- Click … (Actions) → Edit code on your active theme.
- Open
layout/theme.liquidfrom the sidebar. - Scroll to the bottom, paste the snippet right before
</body>, and click Save.
- In Squarespace, go to Settings → Advanced → Code Injection (or Developer Tools).
- Scroll down to the Footer text box.
- Paste the snippet and click Save at top left.
- In Wix Dashboard, go to Settings → Custom Code.
- Click + Add Custom Code and paste your script.
- Set "Add Code to Pages" to All Pages (Load code once).
- Set "Place Code in" to Body - end and click Apply.
- Open Project Settings → Custom Code.
- Scroll down to Footer Code (before </body> tag).
- Paste your snippet, click Save Changes, and publish your site.
- Open Site Settings → General.
- Scroll down to the Custom Code section.
- Paste into End of <body> tag and click Save.
- Publish your site updates.
- In your GTM Workspace, click Tags → New.
- Choose Custom HTML as the Tag Configuration and paste the script.
- Set Triggering to Initialization - All Pages (or All Pages).
- Save the tag and click Submit → Publish.
- In Square Online Dashboard, go to Settings → Tracking Tools.
- Click Add new code / Custom Code.
- Paste the snippet into the Footer code area and save.
Website Performance & Compatibility
How the widget loads and what to check after installation.
The install script uses defer. It downloads without blocking HTML parsing and executes after parsing completes; it does not wait for every image to load.
Test representative pages before and after installation. The widget uses network and browser resources; performance depends on your site, device, and connection. Search rankings and unchanged performance scores are not guaranteed.
Namespaced selectors reduce style conflicts. Check launcher placement, fonts, and chat controls against your theme, especially on mobile.
The snippet loads the widget separately from your page. Check the browser network panel for its current transfer size rather than relying on a fixed size estimate.
Loading time depends on caching, network conditions, and visitor location. Keep the generated install snippet; static code delivery can change without replacing it. Customer conversations and live configuration are not shared-cacheable. If the widget does not appear, check the script request and your site's content security policy.
Paste the snippet once. Any visual changes (colors, tab text, side, avatars) update dynamically from your dashboard with zero code changes.
Analytics & Reports
Track performance and identify opportunities.
A limited, administrator-run pilot is testing whether showing the agent, with or without proactive hints, affects customer purchases. This is not a self-service setting or a published conversion result. Its quiet mode leaves chat and team handoff available while suppressing proactive hints and launcher pulses.
Dashboard metrics
Total chats this week with trend indicator
Estimated time saved by automation
Percentage handled without human help
Conversations awaiting your response
Peak days and hours for traffic
Unread messages from offline mode
Weekly digest preview
Preview a weekly summary from the dashboard including:
- Customer conversations active in the past seven days and pending team requests
- Questions and concerns supported by customer conversations
- Practical suggestions and pages associated with conversations, with sampled results identified
FAQ
Common questions about Your Fellow Agent.
Setup & Installation
How quickly can I try my agent?
Enter your website URL and your first agent is typically ready to test in about 90 seconds. It analyzes your highest-value public pages first, while deeper knowledge synthesis can continue in the background. You can review its starter knowledge and try private conversations before installing it on your site.
Is installation difficult?
No. Installation requires pasting one line of JavaScript before the closing </body> tag. Our scanner automatically detects your CMS platform (WordPress, Shopify, Squarespace, Wix, Webflow, Framer, and others) and provides tailored, pre-filled instructions.
Does the widget affect page speed or SEO?
The install script uses defer, downloading without blocking DOM parsing and executing after HTML parsing completes. Minified code, CDN caching, and namespaced styles reduce overhead and conflicts. Test performance and compatibility on your site; search rankings are not guaranteed.
Can I customize the launcher after installation?
Yes. The site script dynamically fetches its settings from Your Fellow Agent. You can change colors, desktop launcher styles (bubble or side tab), position (left or right), tab text, and Chat Toast greetings directly from the dashboard or via MCP without replacing the installed code. On mobile viewports up to 640px wide, the launcher becomes a compact translucent round chat icon.
Lane Assist & Proactive Assistance
What is Lane Assist?
Lane Assist provides proactive hesitation assistance powered by adaptive behavioral intelligence. It acts as an ambient sensor observing reading pace, section dwell, and visible headings on key surfaces (such as pricing, checkout, or service listings) and surfaces an unblocking microhint in the Chat Toast before visitors leave.
How does the Email Form Optimizer (Klaviyo) work?
The Email Form Optimizer protects your visitor experience two ways: first, it automatically shields chat from popup focus hijacking so third-party newsletter popups (like Klaviyo modals) never steal keyboard focus while someone is typing to your agent. Second, when you provide your Klaviyo Form ID, our behavioral intelligence predicts the optimal high-intent moment to show your signup form instead of annoying 5-second timers.
Can Lane Assist be turned off?
Yes. Lane Assist is on by default to maximize customer engagement and prevent visitor drop-off, but it can be toggled off at any time in agent configuration.
What is the Chat Toast greeting?
The Chat Toast is an elevated floating card positioned directly above the closed launcher button. It displays a welcoming greeting note of up to 120 characters without stretching or distorting the launcher button.
Model Context Protocol (MCP) & AI Assistants
Can I configure an agent entirely via Claude or Codex without opening the dashboard?
Yes. Connect your AI coding assistant to https://yourfellowagent.com/mcp. Your assistant can call setup_agent to scrape a site, test_agent to calibrate answers, and get_installation to insert the embed code directly into your layout: zero dashboard interaction required.
Do I need an account or API key to start with MCP?
No. Public tools allow unauthenticated site analysis, draft agent training, and private testing. When you are ready to claim the agent or activate billing, the server returns a secure browser pairing link (/mcp/pair?code=...) to authorize your device.
Can an agency manage multiple client workspaces through MCP?
Yes. Authenticated AI assistants can use list_teams and switch_team to switch between client accounts, adjust brand configurations, update knowledge, and inspect tool executions across multiple client domains.
Team Coordination & Remote Replies
What happens when the agent cannot answer a question?
It exercises judgment instead of hallucinating or guessing. When a custom quote, appointment, availability check, or business exception is needed, the agent asks useful follow-up questions, captures contact details, and notifies your team via email, Slack, or dashboard.
How do owner replies work?
If agent follow-up is enabled, reply to a notification email with your instructions and the agent writes back to the customer. In Slack, mention your agent to give instructions or choose Take over to send your own replies as written. You can return control when finished or contact the customer directly.
What is "No response needed"?
If a customer message does not require a reply, the owner can select "No response needed" in the dashboard or reply with that phrase by email to archive the notification.
Trial, Billing & Offline Fallback
When does the 14-day free trial start?
The 14-day trial begins only when the agent is installed on your approved website and has its first real customer conversation. Creating, configuring, or privately testing the agent in the dashboard does not start or consume trial time. No credit card is required to begin.
What happens after the trial if billing is not activated?
The installed widget stays on your website but switches to contact-form mode. It stops generating full agent answers and owner-reply workflows, but it continues collecting visitor messages and contact details so you never miss a lead. Private testing in the dashboard remains fully functional.
How does pricing work?
Starter is $29/month for 100 customer conversations, Business is $79/month for 500, and Growth is $199/month for 2,000 conversations across up to three agents. Annual billing charges for ten months (two months free). Modest per-conversation overages ($0.40, $0.25, and $0.12) keep your agent online during busy spikes instead of cutting off visitors.
Do you support SMS or WhatsApp?
Your Fellow Agent works through your website widget, web dashboard, email, and Slack. SMS is working in a limited pilot for selected agents, but is not generally included in plans. Texting requires an enabled SMS setting and a configured sender. Before texting from a website conversation, the agent naturally asks permission and explains that your number is for communication about this request, not marketing. Your explicit answer can be in your own words; no literal YES is required. We save the exchange as evidence. You can continue in chat instead. Incoming photos by text, WhatsApp, and voice are not supported in this pilot.
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