Want to launch a smart, personalized chatbot for your business? This guide walks you through every step—from setting up your agent to uploading your own documents for AI training. In just minutes, you’ll be ready to engage users with a chatbot that truly understands your content.
📝 Step 1: Create Your Account
Start by signing up for a free account. Once logged in, you'll be redirected to the Admin Dashboard, your central hub for managing agents, settings, and training data.
🤖 Step 2: Create an Agent
- Click “Create Agent” to begin
- Generate a unique Client ID for your chatbot
- Note: Each agent is tied to a single Client ID for secure identification
📂 Step 3: Upload Your Documents
In the Admin Dashboard, select your agent and navigate to the Documents tab. Here, you can upload PDFs, Word files, or plain text documents that contain your business knowledge, FAQs, or product details.
- Documents are securely stored and encrypted
- Only you and your team can access them
- The AI will process and learn from these documents to improve responses
🧠 Step 4: Train Your Dedicated AI Model
Once your documents are uploaded, the system automatically begins training a dedicated AI model tailored to your content. This ensures your chatbot understands your specific terminology, tone, and business logic.
- No shared models—your AI is exclusive to your account
- Training is optimized for accuracy and relevance
- Updates happen automatically as you add new documents
🎨 Step 5: Customize Your Chatbot Widget
Choose colors, fonts, avatar style, and widget position. Preview your chatbot in real time to match your brand identity.
📥 Step 6: Integrate the Script
Download chatbot.js and embed it into your website:
<script src="/path/to/chatbot.js"></script>💬 Step 7: Set the Welcome Template
Customize the first message users see when they open the chatbot:
- Go to Agent Settings > Welcome Template
- Write a greeting like “Hi there! How can I assist you today?”
🚀 You're Live!
Once integrated, your chatbot is ready to engage users with intelligent, document-aware responses. You can manage everything from the Admin Dashboard, including analytics, updates, and new training data.
🔐 Security & Privacy
Your documents are stored securely and never shared across accounts. Each AI model is trained in isolation, ensuring your data remains private and your chatbot remains uniquely yours.