Getting Started with Herm.Chat

2026-02-12

guidegetting-started

Getting Started with Herm.Chat

Setting up your first AI agent with Herm.Chat takes less than 3 minutes. Here's how.

Step 1: Create Your Account

Head to herm.chat/signup and create a free account. No credit card required — the free plan includes 1 agent and 100 messages per month.

Step 2: Create Your AI Agent

Once you're in the dashboard, click Create Agent. Give it a name and choose your preferred LLM provider.

  • Free Plan: Access high-performance models including DeepSeek V3, Llama 3.3, and Groq.
  • Paid Plans: Unlock flagship models like ChatGPT 5.3, Sonnet 4.6, and Gemini 3.1 Pro for enhanced reasoning and creativity.

Switch between models anytime from your agent settings to find the best fit for your needs.

Step 3: Configure Your Agent

Customize your agent's behavior with a system prompt. This is the instruction that tells your agent how to behave. For example:

You are a friendly customer support agent for an e-commerce store. Help customers with order tracking, returns, and product questions.

Adjust the temperature (creativity) and max tokens (response length) to fine-tune responses.

Step 4: Test It Out

Click Test Chat to open the chat interface and start a conversation with your agent. Try different prompts and adjust the system prompt until you're happy with the responses.

Step 5: Choose Your Widget Style

Herm.Chat offers 5 professionally designed widget styles to match your brand:

  • Classic — Clean, professional chat button
  • Corporate Stealth — Frosted glass pill with smooth unfold animation
  • Peek-a-Boo — Friendly mascot peeks from behind
  • Mascot — Animated character that blinks to catch attention
  • Comic Mode — Bold comic book style with speech bubbles

Select your preferred style in the Widget tab. You can switch styles anytime without changing any code.

Step 6: Deploy Your Agent

Once you're happy with your agent, it's time to deploy it. Depending on your use case:

Customer-Facing Agents:

  1. Go to Installation in your dashboard.
  2. Copy the Embed Code snippet.
  3. Paste it into your website's HTML, just before the closing </body> tag.

Platform Specifics:

  • WordPress: Use a "Header and Footer" plugin or add the code to your theme's footer.php.
  • Shopify: Edit your theme.liquid file and paste the code at the bottom.
  • Wix & Squarespace: Use the "Custom Code" or "Code Injection" settings in your site's dashboard.

Internal Knowledge Agents:

  1. Share the agent link with your team
  2. Integrate with Slack (see Integrations tab)
  3. Embed on your internal portal

For detailed, step-by-step instructions for every platform, check out our Installation Docs.

Advanced Features

Once you're comfortable with the basics, explore these powerful features:

Agentic Actions

Enable your agent to take real actions during conversations:

  • CRM Leads — Automatically create leads in your CRM
  • Support Tickets — File tickets directly from chat
  • Appointments — Schedule meetings
  • Custom Webhooks — Trigger any external system

Configure actions in the Actions tab of your agent settings.

Integrations

  • Slack — Connect agents to Slack channels
  • Webhooks — Send outbound webhooks on every message
  • Connect with your existing tools and workflows

What's Next?