Welcome to UpChat.io! This is your map for the first 30 minutes. Follow the
steps in order, and you'll go from empty dashboard to a live, lead-capturing
chatbot on your website. Each step links to a deeper guide if you want the
details — but you can breeze through the whole checklist in one sitting.
New here? If you want the big picture first, read
What You Need to Know. Otherwise, dive
straight in below.
Your launch checklist
1. Create your first chatbot
Pick a plan, name your bot, and land in your dashboard. It takes about a minute.
2. Train it on your business
This is where your bot gets smart. Point it at your website, upload documents,
add FAQs, and describe your products, services, and locations. Start with a
website crawl for the fastest results.
3. Make it match your brand
Set your colors, header, chat bubbles, widget icon, and send button so the widget
feels like a natural part of your site — no code required.
→ Customizing Your Widget's Look & Brand
4. Set your welcome message and starter prompts
First impressions matter. Add a friendly greeting and a few tappable "pills" that
nudge visitors toward the questions you most want to answer.
→ Setting Up Your Welcome Message & Conversation Starters
5. Test before you go live
Use the built-in demo to chat with your bot exactly as a visitor would. Confirm
answers are accurate and the tone feels right.
→ How to Demo Your UpChat Bot Before Deployment
6. Install the widget on your site
Copy your embed snippet and paste it into your website or CMS. We have
step-by-step guides for WordPress, Elementor, and more.
7. Watch the leads roll in
Once you're live, your bot answers questions 24/7 and captures visitor
details automatically. Review conversations and follow up with new leads.
→ Viewing Conversations & Managing Leads
What "done" looks like
By the end of this checklist you'll have a bot that:
- ✅ Knows your business inside and out
- ✅ Looks like it belongs on your site
- ✅ Greets visitors and steers them toward action
- ✅ Captures names, emails, and phone numbers around the clock
Need a hand?
Stuck on any step? A real human is one click away.
→ Submit a ticket · Contact Support
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