Every great UpChat experience starts with a single bot. This guide walks you
through creating yours — from your very first sign-in to a working chatbot ready
for training. No technical skills required; if you can fill out a form, you can
do this.
Where this fits: This is Step 1 of the
Quick Start checklist. Once your bot exists, the
next step is training it.
Step 1 — Sign in to your dashboard
Head to app.upchat.io and log in with the email and
password you used at sign-up. New to UpChat? Use Sign Up to create your
account first, then come back here.
💡 Tip: If you ever forget your password, see
Step 2 — Start a new chatbot
When your account is brand new, the Chatbots page greets you with a
"Create Your First Chatbot" screen. Click the + Create New Chatbot button in
the center of the page.

Already have bots? You'll instead see them laid out as tiles. Use the
+ Create New Chatbot action in the top corner to add another.
Step 3 — Choose your plan
If you haven't subscribed yet, UpChat will ask you to pick a plan before your
first bot goes live. Choose the plan that fits your needs — you can change it
later — and confirm your billing details.

💡 Tip: Not sure which plan is right? Compare options on our
Pricing page or
contact our team — we're happy to help
you choose.
Step 4 — Name and configure your bot
Give your chatbot a name that reflects where it lives or what it does — for
example, "Website Assistant" or "Front Desk Bot." This name is for your reference
inside the dashboard; your visitors won't see it. Confirm to create the bot.

Step 5 — Meet your dashboard
Congratulations — your bot exists! You'll land on your bot's dashboard, your home
base for everything that comes next:
- Bot Training — teach your bot about your business
- Widget / Appearance — style how the bot looks on your site
- Conversations — read chats and review captured leads
- Install — grab the snippet to embed your bot

What's next?
Your bot is created but it doesn't know anything yet. Time to make it smart:
→ Next step: How to Train Your Chatbot
Or jump back to the full Quick Start checklist.
Need a hand?
Can't find what you need? Our team is happy to help.
→ Submit a ticket · Back to Help Center
---