Set up your AI Business Assistant, step by step

Before you start

• Your website on EqualWeb. Business Assistant appears in the EqualWeb menu once your site is there: set up the EqualWeb accessibility widget and enter your website, or sign in with a site that is already on EqualWeb.
• Nothing to write. The agent learns your business from your website. You can add documents and instructions later, but nothing is required to start.
• No credit card for chat and voice on your site. The one thing that needs a payment card on file is a phone number for the agent.
• Bot protection? If your site runs Cloudflare or another bot protection, allow the UiriX crawler before you start - see If setup does not finish.

Step 1: Open Business Assistant

Sign in at login.equalweb.com, choose your website under Managing site, and select Business Assistant in the menu (it is marked New).

The first screen, Your details, is filled in from your EqualWeb account - your website, e-mail, name, company and language. There is nothing to type.

Step 2: Choose a voice

Pick the voice your agent will speak with. There are two voice engines, Gemini and OpenAI, each with female and male voices. Every voice has a name, a face and a short line about its character - for example "Bright & Cheerful" or "Firm & Professional" - and a play button so you can hear it before you choose. You can change the voice at any time later.

Tick I agree to the UiriX Terms of Use; the Create my assistant button becomes available, and you select it.

Step 3: Let it build itself

UiriX now builds the agent from your website. A progress bar walks through six stages:

1. Your website
2. Creating the assistant
3. Reading your site
4. Building its knowledge
5. Writing the greeting
6. Writing its instructions

It takes a few minutes. Larger websites take a little longer - you will see Still working while it runs.

Step 4: Your assistant is ready

When the build finishes you see Your assistant is ready, with a prompt to try it right away. The buttons on this screen each open a UiriX page in a new tab, already signed in - open them one at a time:

A Guided setup button walks you through the rest, and a Last 30 days panel shows your wallet balance, conversations, messages and leads captured.

Step 5: Put it on your website

1. Select Get code. UiriX opens the page with your widget code: one script tag.
2. Paste it into your site once - in the template, the theme or your tag manager - so it loads on every page. Anyone who can edit the site template can do it; no developer is needed.
3. Check the launcher. Your agent's face appears on the launcher button. Put it on the opposite side from the accessibility widget so the two never cover each other - on equalweb.com the agent sits bottom-left and the accessibility widget bottom-right.
4. Try it. Type a question or select the microphone and ask out loud. The agent answers from your website's content.

Signing in to UiriX

You do not need a separate UiriX password. The UiriX sign-in page has a Sign in with EqualWeb button: you sign in with your EqualWeb account.

More than one website, one wallet

Your assistants share the wallet of your UiriX account, so topping up once covers every assistant on the account. An account can hold up to ten agents - for example one per website, one per brand or language, or one for sales and one for support.

The Your other assistants list shows each website's assistant with its status - ready or needs attention - and a Manage link.

If setup does not finish

If the build stops, or an assistant shows needs attention in your list, UiriX could not read any page of your website. The usual cause is something that blocks automated visitors - Cloudflare or another bot protection - or pages with no readable text.

1. Allow the UiriX crawler in your firewall or bot-protection settings. Its user agent is:

   UIRIXAIBot/1.0 (+https://uirix.com/bot)

   Copy the crawler name
2. Choose Try again in Business Assistant.

Or skip the crawl: add documents to your assistant's knowledge directly in UiriX. Until a build succeeds, the assistant shows needs attention.

Manage your agents from Claude or ChatGPT

UiriX can be added to Claude and ChatGPT as a custom connector, so you can manage your agents by chat. In UiriX, open API Keys and choose Connect to Claude / ChatGPT - or select Connector Claude & ChatGPT at the top of the UiriX dashboard.

• One connection covers every app you add it to.
• It only sees your own account.
• It carries the same permissions as an API key - treat it like one. You can disconnect it at any time from the same page.

The server URL is the same for everyone:

https://dashboard.uirix.com/api/ext/v1/mcp

In Claude

On claude.ai, custom connectors need a paid Claude plan.

1. Open Settings. Select your name at the bottom left of Claude, then Settings.

   

2. Add a custom connector. Under Customize, select Connectors, then Add and Add custom connector.

   

3. Name it UiriX and paste the server URL. Then select Continue.

   

4. Keep the sign-in settings as they are. Claude detects how UiriX signs you in and selects Register automatically under OAuth client; no request headers are needed. Select Add.

   

5. Connect and sign in. On the UiriX connector page select Connect. The UiriX sign-in page opens: choose Sign in with EqualWeb, then approve the connection.

   

In ChatGPT

1. Open Settings, then Plugins. In ChatGPT's settings, Plugins is under Integrations.

   

2. Add a custom MCP server. Select Add, then Add custom MCP server.

   

3. Fill in the form. Name it UiriX. Under Connection keep Server URL and paste the server URL. Keep Authentication on OAuth. Tick I understand and want to continue, then select Create as a plugin.

   

4. Connect and sign in. Select Continue to UIRIX, choose Sign in with EqualWeb, then approve the connection.

   

In a company ChatGPT workspace, custom MCP servers may need your admin's approval first; the dialog then shows Approved by your admin.

Approve the connection in UiriX

Whichever app you connect, UiriX shows the same approval screen: the account it will connect to - with a link to use a different one - and four groups of permissions.

• Read (required): see your agents, knowledge, conversations, metrics and usage.
• Changes to agents: update instructions, knowledge, widget and voice settings, run builds and test chats.
• Webhooks: create and manage webhook endpoints and replay deliveries.
• Outbound calls: start phone calls and call campaigns from a list, manage call profiles and the do-not-call list.

Every group except Read has its own switch: turn off what you do not want the app to do. Outbound calls cost money - UiriX advises leaving that switch off unless you want the app to place calls that are billed to your account. Then select Allow. The request expires after a few minutes; if it does, select Connect again.

That is it: ask Claude or ChatGPT about your agents in any chat. In ChatGPT, type @ in the message box and choose UIRIX to call it.

To remove the connection, disconnect it in UiriX - your profile, under API keys, Manage connected apps - or remove the connector in the app.

Frequently asked questions

Last updated 7 October 2026. Reviewed by the EqualWeb accessibility team.