Set up your chatbot with the guided onboarding flow: Scan → Business → Goals → Content → Alerts → Launch. This guide follows the screens you see after creating a bot, then explains how to test it and install it on your website.
First, create your chatbot. The Let’s Set Up Your Chatbot wizard opens on its dashboard. If you leave partway through, use Save & Exit and reopen setup from the Setup % button.
These screenshots use upchat.io as the demo website in a staging workspace. Use your own business details and production bot when following the steps. Scan results and setup time vary.
Your quick onboarding checklist
1. Scan your website
Confirm your website address and click Scan. The URL from bot creation is prefilled. We used https://upchat.io for this demo. Wait for the results, review the discovered content counts, and click Continue Setup. Use Change website to scan another address, or Skip and enter info manually if you do not have a website.
2. Review your business and branding
Check the extracted Business Name, website, tagline, description, and industry. Correct anything inaccurate. Review your logo and brand colors in the widget preview. You can use Upload Logo or Extract from Site; adding a logo is optional. Click Continue.
3. Choose your chatbot goals
Select at least one goal: Answer Questions, Capture Leads, Showcase Services, Customer Support, or Qualify Leads. The screen summarizes the configuration for your choices. Our example selects Answer Questions and Capture Leads. Click Continue.
4. Review and accept content
Work through the FAQs, Services, Products, and Locations tabs. Accept accurate entries and Reject incorrect or irrelevant ones. Use Accept All only after reviewing that category. Check the accepted, rejected, and pending counts before clicking Continue.
Discovery is not the same as approval: in this demo, we accepted one FAQ, and the launch summary showed one FAQ. Review the content you want your bot to use rather than relying on the scan totals.
5. Set up alerts
Review In-App Notifications, Email Notifications, and Browser Push Notifications. For email alerts, enter the inbox that should receive leads and choose Instant, Hourly Digest, or Daily Digest. Browser push depends on your browser’s permission settings. Click Review & Launch.
The screenshot leaves the email field empty for demonstration. Enter and verify your own team’s address if you want email alerts.
6. Review and launch your bot
Check the accepted content totals and setup checklist, then click Launch Chatbot. In this walkthrough, setup finished and opened Widget Settings, where you can refine the appearance and welcome message.
Launching the bot does not install it on your website. Complete the testing and installation checks below before directing visitors to it.
After onboarding: test and install
- Preview your widget. In Management → Widget, review the Welcome and Chat previews, then save any changes. See widget styling and welcome messages and conversation starters.
- Test the answers. Open Training → Demo, ask realistic questions, and correct gaps in your training content.
- Install your production widget. Open Management → Bot Details → Embed code and follow Installing Your Widget. Publish your website changes and test the widget on the real site.
- Verify leads and alerts. Complete the Going Live checklist, then review conversations and follow up on leads.
You are ready for visitors when the published widget works, your test answers are accurate, and captured leads reach the right team.
Need a hand?
For a closer look at each screen, see Smart Setup and website scanning. If you get stuck, submit a ticket with your bot name and the step you reached.