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 assistant's behavior.

Create Your Assistant

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 and Type, Assistant’s Role and Contact Details. This helps the chatbot understand your business context, tailor answers, and connect users with a human representative if needed.

Set Up Knowledge Base

The Knowledge Base is the core of your chatbot — it contains the information your assistant 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:

• 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.

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:

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.

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 Assistant Behavior

Once your Knowledge Base is ready, define how your chatbot interacts with users under Assistant Behavior:

1. Collect Contacts
2. Follow-up Messages
3. Assistant Instructions

Collect Contacts

Allow your chatbot to collect user information such as email or phone number for follow-ups or support requests:

1. Form Display Options — decide when the contact form appears during the conversation.
2. Form Fields — choose which fields to display in the form.
3. Messages — customize the request and success messages (with or without the user’s name).

Follow-up Message

Set automated follow-ups that appear after 5 minutes of inactivity — ideal for sharing offers, contact info, or thank-you notes:

Assistant Instructions

Instructions define your chatbot’s tone, behavior, and communication style. They are generated automatically based on your website link or the information you provided during setup, but you can edit them anytime:

Here are some 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 assistant 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.

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 make it visually fit your website.

FAQ