Quick start

From start to finish, create a conversational AI application with NLX in minutes

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1

Choose a template

The following templates are available during onboarding and are easy to implement:

🔎Research assistant: Optimized for email chat, this template sets up an asynchronous agentic application that can receive requests for tasks that involve searching the web; generating text, images, or PDFs; and emailing when the request is complete

📅 Appointment scheduler: Optimized for voice, this template automates booking and creating a calendar event

🎧 Hands-free AI browsing: Optimized for voice, this template can navigate a website for users and fill out forms

🌐 Museum plan-your-day: Optimized for chat, this template can handle common FAQs, give information on special exhibits, and address plan-your-day information

✨ MCP Server: Describe your application and expose it via Model Context Protocol to extend the capabilities to Claude Desktop, Cursor, or Postman

Regardless of the template you choose, a full set of flows for greetings, goodbyes, error handling, and unknown inputs are provided along with instructional notes and required integration set up to help you get the application up and running.

2

Explore your workspace

Once you've imported a template, you'll notice a series of Flows in your workspace. Flows define the structured path a conversation can take, guiding how the application responds to users, collects information, makes decisions, and connects to external services to complete tasks.

Each flow contains instructional tips and best practices for you to fully customize or refine your application. Review each flow to ensure the logic and messaging follow your intended process, or follow along to re-create your own from scratch. Swap for any custom API integrations you need to finalize as well as flows you may want to add or remove.

  • Select Flows in workspace menu > Choose a flow to open the flow builder

  • Make adjustment to flows as needed

  • Click Save

Repeat for any additional flows your application will help automate.

🧠 Looking for more? See Intro to flows & variables

Use the Test Chat feature to preview your conversation flow. Keep in mind that certain features may not display fully, but you can experience the complete functionality in Step 5.

3

Deploy application

Now you'll update your conversational AI application with any changes made.

  • Select Applications from workspace menu > Choose application from template

  • Go to the application's Flows tab, and make sure any newly added flows are attached so your application can access them

  • Select Default behaviors tab of application

    • Ensure the correct flow is assigned to each of the three default behaviors Welcome, Fallback, Unknown

  • Select Channels tab of application > Expand API option > Click Edit channel

  • Click Save

  • Click Deployment tab of application > Select Review & build

  • Wait for validation to complete > Select Create build

  • Click Deploy

🧠 Looking for more? See Add channels

4

Install Touchpoint

To make your application available through your frontend and adjust the look, feel, and experience with theming, custom UI components, and Voice input support, install the Touchpoint SDK:

  • From Deployment tab of application, select Details next to the Deployed status

  • Expand the API section under Setup instructions in the pop-up > Select Open Touchpoint configurator

  • You can try your application live and make adjustments to the theming

  • Once satisfied, copy Setup snippet > Install on your site

🧠 Looking for more? See Developer docs

Want to explore other templates? Simply go to https://platform.nlx.ai/onboarding to add more to your workspace.

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