ChatrBot Setup Guide
Follow this comprehensive guide to get your ChatrBot up and running in minutes.
Step 1: Create Your Chatbot
Start by creating your first chatbot using our guided setup wizard.
- Go to the "Chatbots" tab in your dashboard
- Click "Add a New Chatbot" to start the setup wizard
- Follow the step-by-step configuration process
- Each step automatically saves your progress
Step 2: Configure Appearance & Messages
Customise your chatbot's appearance and messaging to match your brand.
Appearance Settings
Choose your primary colour, font family, and visual styling options.
Message Settings
Set welcome messages, header text, and placeholder text for conversations.
Step 3: Add Training Data
Train your chatbot with your business information using our intelligent categorisation system.
Crawl Website
Automatically fetch and categorise content from your website.
Upload Documents
Upload PDFs, Word docs, or text files with your business information.
Add Web Pages
Manually add specific pages or URLs to your training data.
💡 Pro Tip: Documents are automatically categorised (Home Page, Pricing, Products, etc.) and you can toggle categories on/off to control what your chatbot knows about.
Step 4: Get Integration Code
Copy the integration code and add it to your website to make your chatbot live.
⚠️ Important: Place this code before the closing </head> tag on your website, not in the body.
Step 5: Test and Monitor
Test your chatbot and monitor its performance to ensure optimal results.
- Test conversations on your website
- Monitor usage analytics in the dashboard
- Review and improve responses based on user interactions
- Update training data and categories as your business evolves
- Use the "Chatbots" tab to manage your chatbot settings
💡 Pro Tips
Smart Categorisation
Use the category toggles to control what your chatbot knows. Disable irrelevant categories to improve response accuracy.
Regular Updates
Keep your chatbot's knowledge base current by regularly updating training data and configuration.
Auto-Save Progress
The setup wizard automatically saves your progress at each step, so you can safely navigate between steps.
Easy Setup
No technical knowledge required! Our guided setup wizard walks you through everything step by step.
Need help? Our support team is here to assist you.