Getting Started · 5-minute guide

Your first bot,
step by step.

From signup to a deployed, intelligent chatbot on your website — in five minutes. No code. No infra setup. Follow along.

⌛ Estimated time · 4–6 minutes · works on any website

Step 01 · Account

Create your workspace.

Sign up with Google, GitHub, or email. Pick a workspace name, choose your industry, set your team size. No credit card required.

What you'll do

Go to Sign Up → click "Continue with Google" (or use email)

Step 2 of wizard: name your workspace (e.g. Acme Corp) and pick an industry

You'll land in the dashboard — your free Starter plan is live

Step 02 · Provider

Connect an AI provider.

Add an API key from OpenAI, Anthropic, Google, or Groq. Or skip cost entirely — run Ollama locally with Gemma 4, Codex, or Hermes for $0/month.

What you'll do

In the sidebar, click AI Providers

Click Connect on your provider (Groq free tier is the fastest start)

Paste your API key — it's AES-256 encrypted at rest, never logged

Set rate limit and monthly budget cap (defaults are fine)

Step 03 · Knowledge

Upload your knowledge base.

Drop in PDFs, paste a URL to scrape, or type FAQs. We auto-chunk at 256 tokens, embed with text-embedding-3-small, and index in Qdrant. Your bot retrieves the most relevant context before every reply.

What you'll do

Click Knowledge Base in the sidebar

Drag a PDF onto the drop zone, or paste a URL like https://docs.yoursite.com

Wait ~30 seconds for chunking + embedding (status: indexed)

Add a few FAQ pairs in the FAQ Editor tab for common questions

Step 04 · Build

Configure your chatbot.

Name your bot, pick a model, write a system prompt. Test live with real Claude AI in the preview tab — no deploy needed. Toggle human handoff, web search, and lead capture.

What you'll do

Go to Chatbots → click + New Chatbot

Pick a template from the gallery (Support · Sales · FAQ · etc.) or start blank

Write a system prompt — e.g. You are Aria, a helpful support assistant for Acme. Be concise and warm.

Switch to Test Preview tab → chat with your bot live, tweak the prompt until it feels right

Browse Templates

Step 05 · Deploy

Embed and ship.

Go to Embed Widget, customize the accent color, position, and greeting. Copy the snippet, paste it before </body> on your site. The widget is <4KB vanilla JS, zero dependencies.

What you'll do

Click Embed Widget → adjust the live preview until it feels on-brand

Click Copy next to the embed snippet

Paste it into your site's HTML before </body> — works on React, Vue, WordPress, Webflow, plain HTML

Watch Analytics and Conversation Logs light up in real-time as users chat

Pro tips for your first week.

①

Use ⌘K everywhere

Press ⌘K (Mac) or Ctrl+K (Windows) anywhere in the app to jump to any screen or perform any action.

②

Ask Pilot when stuck

The floating ✨ button (bottom-right) is your in-app AI assistant. Ask anything — "How do I add a chatbot?" "What's my budget status?"