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Sites

A site is Floe's representation of your product. Everything Floe knows about your product lives under a single site: ingested content, capabilities, and guided workflows.

What a site contains

Everything you configure for one product lives under its site:

  • Ingestion configs: URLs for your documentation, knowledge base articles, videos, and images. See Ingestion.
  • Content library: Your product content, ready for the AI agent to reference during demos and conversations.
  • Reference Guides: Site-authored pricing, support, policy, and other answer-only facts shared by the Demo and Website agents. See Reference Guides.
  • Capabilities: Product actions Floe prepares for your configured demo.
  • Plans: Step-by-step task flows for user onboarding and guided execution.

Creating a site

An Owner or Admin of your organization can add a site. In the Floe dashboard:

  1. Open the site switcher at the top of the sidebar and choose Add new site (on your first visit, click Add Your First Site)
  2. Provide a display name and the product URL
  3. Optionally add a description, a logo URL, and a demo login for the demo agent
  4. Click Create Site

The product URL identifies the environment Floe uses for your configured demos. Floe also adds the website there as the site's first content source and starts reading up to 50 of its pages. Every site gets its own client key and API key when it is created.

Creating a site takes you to its Home, which shows the next step; if Floe can't reach the product URL, it points you to Knowledge → Sources. Add your docs and help center from Knowledge → Sources so Floe can answer product questions in depth. A new site starts with the demo agent and the website agent turned on; each agent's on/off switch is on its Setup page.

Multi-site setups

Each site is independent. If you have multiple products or distinct applications (e.g., a main app and an admin panel), create a separate site for each. Each site has its own client key, so the snippet on a page decides which site the AI demo agent works from.

Site settings

Under the site's Settings:

  • Site details: The site's name and description, which you can change at any time (under General).
  • Developer Keys: The client key for the browser SDK snippet, and the site's secret API key.
  • Product credentials and domain: The demo environment the demo agent signs in to. See Demo environment and login.
  • Visitor data collection: Analytics, transcript recording, and retention windows. See Security & Privacy.

Agents are not switched on or off in Settings: each agent's switch is on its own Setup page. The website agent's configuration lives under Website Agent → Configure; see Website Agent Setup.

API execution — letting the in-product agent call your APIs directly, with per-endpoint permissions — is set up with Floe for your site. It is not a Settings option, and its controls are not self-serve in the dashboard today.

What's next

Creating a site starts reading your website. Add your docs and other content via Ingestion. You can also fill small factual gaps with Reference Guides. See the Quickstart for the full setup flow.

FAQ

Can I have multiple sites? Yes. Each site is independent. Create one per product or per distinct application.

Can I delete a site? Yes. Deleting a site removes all associated content, capabilities, and plans. This cannot be undone.

What URL should I use for my site? Use your product's public website, such as example.com: Floe reads it as the site's first source. If your app runs at a different address, such as https://app.example.com, set that as the demo environment. See Demo environment and login.