Step 1: Set Up Your AI Chatbot Knowledge Base

The AI Chatbot widget is an intelligent tool that helps you engage visitors and provide instant support on your website. The first step is training your chatbot with relevant data, ensuring it interacts effectively with your visitors.

This guide will show you how to create and train your AI Chatbot — from adding a Knowledge Base to fine-tuning the agent's behavior.

In this article

Create Your AI Agent

When creating your AI Chatbot, begin by entering your website URL. The chatbot will analyze your site and generate a basic set of instructions, which you can later refine and adjust.

Add your website link and click Analyze to get started:

Don’t have a website? No worries! Click Enter details manually and fill in your business details:

Here, you can add your Business Name, Type, and Agent’s Role. This helps the chatbot tailor its responses to your business and communication style.

Set Up Knowledge Base

The Knowledge Base is the core of your chatbot — it contains the information your agent will use to respond to users. You can add data in several ways:

  1. Web Pages
  2. Files
  3. Questions & Answers
  4. Text Blocks

Web Pages

Add links to web pages with relevant information — the AI Chatbot will scan them and use their content to answer user questions:

Here are some key details to keep in mind when using Web Pages:

  • The chatbot automatically adds web pages to the Knowledge Base when analyzing your website URL during setup.
  • You can add up to 200 web pages. The content will be processed and stored for the AI to use during conversations.
  • Subpages aren’t crawled automatically — add each one separately to include all relevant content.
  • The chatbot recognizes the page it’s on, helping it give more context-aware answers.
The chatbot can’t crawl password-protected, SharePoint, or Intranet pages. In these cases, add the content manually to the Knowledge Base.

Please note that if you update your web page, the widget won't automatically update the data it previously pulled. To refresh the content, click Retrain to get the latest information:

Files

Upload files such as PDFs or Word documents for your chatbot to learn from. Click ➕Add Files, then drag and drop your documents or click Browse Files:

The storage capacity for training depends on your plan. Learn more here — Understanding the AI Chatbot Limits.

Questions & Answers

Add common questions and answers to enhance the chatbot's learning by clicking the ➕Add Question button:

Keep questions and answers short and clear to improve the chatbot’s accuracy. This helps the widget provide quick responses to frequently asked queries.

Note: The AI model combines data from multiple sources, so responses may not match the Q&A text exactly. The agent synthesizes answers using all available Knowledge Base content.

Text Blocks

Add predefined text blocks by clicking ➕Add Text Block: It can include key business details, product info, FAQs, or instructions — anything that helps the chatbot respond accurately.

Configure AI Agent Behavior

Once your Knowledge Base is ready, define your chatbot’s tone, behavior, and communication style in the Agent Instructions section:

Instructions are generated automatically based on your website link or the information you provided during setup, but you can edit them anytime. A few key details to keep in mind:

  • Keep instructions short and clear. Avoid using complex wording to ensure the chatbot understands and follows instructions correctly.

    Tip: Don’t overload the agent with too many details — it can lead to confusion or irrelevant answers.
  • Write instructions in English. The built-in AI model follows prompts in English most consistently, even if your bot replies in another language.
  • For the best results, specify tone and personality (formal, friendly, professional) and whether the bot should share links or resources.
For more useful tips on writing instructions, refer to our guide — Writing Effective Instructions.

That’s it! 🎉 Your AI Chatbot is now ready to chat with your visitors. You’ve built a Knowledge Base, configured its behavior, and set its tone. Next, let’s adjust its interactive features and make it visually fit your website.

Next step: Step 2 – Adjust Your AI Chatbot Design & Skills

FAQ

What file types can I upload?


The widget supports PDF, Word, and text files. For best results, we recommend using JSON format for training.

Why is my chatbot responding slowly?


The typical AI response time is 5-10 seconds. If it’s slower, try shortening the instructions. Performance may also depend on:

  • Current OpenAI server load
  • Processing queue activity
What is the message limit per chat?


There is a limit of 100 messages in a single conversation thread.

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