Quick Start Guide
Create and embed a chatbot on any website in just a few minutes
Step 1 - Upload files or links of your knowledge base and help articles.
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Log into your Botsonic account, click [Home] from the left hand side menu to get to the Dashboard
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Click [Create bot]
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Enter a name for your bot (eg. Customer Support), then click [Create Bot]
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Upload Files - click the [Sources] tab to upload documents of your knowledge base and help articles.
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Click the [Files] tab then upload the file/s into the upload box. You can upload multiple files at a time.
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Click [Upload and Train]
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Upload an Individual Link or URL - click the [Sources] tab to add links of your knowledge base and help articles or a link to your website. Read this to learn more about the different Types of SOURCES that you can upload to train your bot.
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Click the [Links] tab, the paste the link into the space provided, then press enter or click the [+] button. You can add multiple links at a time.
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Click [Submit]
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Note:
- All uploaded links can be found on the SOURCES > LINKS Page
- You can view the status of the file if it's waiting, processing, and trained.
- Read this article to learn more about configuring the FILE settings and how to Auto Sync Data from Webpages
Step 2 - Customize the appearance of your bot
Click the [Appearance] tab on the left hand side menu. Read this step by step guide on How to Customize the APPEARANCE of Your Chatbot
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Company Name
Enter your company name
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Subheading
Customize your bot's subheading
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Company Logo
Upload your company logo
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Bot Avatar
Upload an avatar for your bot
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Accent Color
Select an accent color
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Widget icon
Select an icon for the chat widget
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Widget Position
Select left or right for the widget position on your website's screen
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Widget is Open by Default
Select a setting to open/close the widget by default
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Don't forget to SAVE your changes!
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Step 3 - Test your bot
Note: Make sure your Bot has been trained with the question/message you're posting.
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Click [Test bot] from the top left corner of the page to open the [preview pane]
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Enter a question, make sure the answer can be found on all the files and/or links you've uploaded
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Enter a couple of more questions to thoroughly test your bot's responses.
Step 4 - Embed the bot on your website!
- Click the [Integrations] tab
- Select [Embed on your website], then click [Javascript]
- Copy the embed code (click the copy icon to easily copy the code to your clipboard)
- Paste the code into your website's HTML code where you want to display the chatbot.
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Want to start configuring your Bot?
Read this step by step guide on How to Configure Your BOT SETTINGS
Updated 7 months ago