> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarasdr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Launch your first ClaraSDR Agent: create Clara, train her, set up qualification and booking, and embed her on your site.

## Before you begin

* Admin access to your ClaraSDR workspace - [get started at clarasdr.ai](https://clarasdr.ai)
* A website where you can add a script or React component
* Source material for training: pitch decks, product docs, FAQs, sales scripts

## 1. Create your AI SDR

Sign in to your Clara workspace and create a new agent:

1. Click **Create Agent**.
2. Give Clara a name, for example `Website Clara`.
3. Choose the look, the stock **Clara** avatar is a good default - see the [avatar gallery](/docs/capabilities/avatar-gallery).
4. Fill in the behavior fields - **Company Description**, **Goal**, **Tone**, and **Closing Behavior**. Each accepts up to 1,000 characters and shapes how Clara speaks and represents your brand.

## 2. Train Clara on your product

Upload your material so Clara speaks your brand:

<Steps>
  <Step title="Add a knowledge base">
    Upload pitch decks, product docs, and FAQs - or point Clara at your website. See [Knowledge base](/docs/capabilities/knowledge-base).
  </Step>

  <Step title="Add a presentation deck">
    Upload a PDF or PPT so Clara can present relevant slides while she talks. See [Visual presentations](/docs/capabilities/visual-presentations).
  </Step>
</Steps>

## 3. Set up qualifying questions

Pick a preset framework or build your own:

* **BANT** - Budget, Authority, Need, Timeline
* **MEDDIC** - Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion
* **CHAMP** - Challenges, Authority, Money, Prioritization

Or create a custom question set. Clara asks these questions in conversation and logs every answer. See [Qualifying questions](/docs/sales/qualifying-questions).

## 4. Connect meeting booking

Give Clara somewhere to send qualified buyers:

* **Calendly**, **Cal.com**, **HubSpot Meetings**, or **Acuity** - connect your existing scheduler
* **Custom booking URL** - bring any public booking page

Every booking lands in your CRM with the conversation attached. See [Meeting bookings](/docs/sales/meeting-bookings).

## 5. Embed Clara on your website

Install the widget package:

```bash theme={null}
npm install @truviz/widget
```

Render Clara in your app:

<CodeGroup>
  ```tsx React theme={null}
  import "@truviz/widget/style.css";
  import { TrugenChat } from "@truviz/widget";

  export default function TrugenWidget() {
    return (
      <TrugenChat
        agentId="YOUR_AGENT_ID"
        userName="USER_NAME"
        userId="USER_ID"
        context="CONTEXT"
      />
    );
  }
  ```
</CodeGroup>

| Prop       | Required | Purpose                                                            |
| ---------- | -------- | ------------------------------------------------------------------ |
| `agentId`  | Yes      | Your Clara agent ID from the dashboard                             |
| `userName` | No       | Display name Clara addresses the visitor by                        |
| `userId`   | No       | Internal user ID attached to the conversation record for analytics |
| `context`  | No       | Free-form context, for example the page the visitor is on          |

## 6. Watch her sell

Open your site, start a conversation, and confirm:

1. Clara engages and answers from your knowledge base.
2. Qualifying questions are asked and logged with full detail.
3. A qualified test lead lands on your booking calendar and in your CRM.

Track everything in [Analytics](/docs/operations/analytics-reporting), and wire downstream automation with [Webhooks & events](/docs/operations/webhooks-events).

## Next steps

<CardGroup cols={2}>
  <Card title="Widget customization" icon="sliders" href="/docs/capabilities/widget-customization">
    Position, colors, branding, and suggested topics.
  </Card>

  <Card title="Conversation workflows" icon="diagram-project" href="/docs/agents/conversation-workflows">
    Routing and completion flows.
  </Card>
</CardGroup>