Create a chatbot


Creating a chatbot tailored to your business needs has never been easier. With a few simple steps, you can have a chatbot up and running on your website, ready to interact with your customers. Here’s a step-by-step guide to help you through the process.

Step-by-Step Guide to Create a Chatbot

  1. Start with the Onboarding Quiz:
    • Click on the “New assistant” button.
    • Complete the Onboarding Quiz to provide basic information about your business and set the initial behavior of the chatbot.
  2. Train Your Chatbot:
    • Training & Preview Section: Here, you can fine-tune the chatbot’s behavior and responses. Add additional commands to guide its interactions.
    • Sources Tab: Upload files or provide links to be scraped. This enriches the chatbot’s knowledge base, making its responses more accurate and relevant.
  3. Set Up Integrations:
    • If you wish to enhance the chatbot’s functionality, consider integrating with platforms like WordPress (for auto-fetching all WP Objects, which will get updated a few times a day) or Calendly (for scheduling and calendar functions).
  4. Design Your Chatbot:
    • Navigate to the Design Tab. Here, you can customize the appearance of your chatbot, ensuring it aligns with your brand’s aesthetics.
  5. Embed the Chatbot on Your Website:
    • Go to the “Embed” section.
    • Here, you’ll find a code snippet. Copy this code and paste it into the desired location on your website to add the chatbot.
    • For WordPress Users: If your website is on WordPress, the process is even simpler. Install our dedicated plugin. Once installed, input your chat ID and enable the floating icon option. No need to play with code!

Tips for a Successful Chatbot Deployment

  • Test Regularly: After setting up your chatbot, interact with it as a user would. This helps identify any areas of improvement.
  • Seek Feedback: Encourage users to provide feedback on their chatbot experience. This can offer valuable insights for further refinement.
  • Update Periodically: Businesses evolve, and so should your chatbot. Regularly update its training and sources to ensure it remains relevant.

Creating a chatbot might seem like a daunting task, but with our platform, it’s a straightforward and rewarding process. By following the steps above, you’ll have a chatbot ready to enhance your user’s experience in no time.