Getting Started

Going Live — Your Pre-Launch Checklist

Check your training, branding, greeting, demo, lead alerts, and installation code before launch—with screenshots for each check and clear steps for going live.

Getting Started · 4 min read

Viewing Conversations & Managing Leads

Viewing Conversations & Managing Leads Every conversation your bot has is captured for you to review, and every visitor who shares contact details becomes a lead you can act on. Here's how to fin…

Getting Started · 4 min read

How Lead Capture Works

How Lead Capture Works The whole point of an always-on chatbot is that it turns visitors into leads — even at 2 a.m. when your team is asleep. UpChat's bot does this naturally: as it helps a visitor,…

Getting Started · 4 min read

Installing Your Widget

Installing Your Widget Once your bot is trained and styled, putting it on your website takes about a minute. UpChat gives you a single snippet to paste — and options for Google Tag Manager if that's…

Getting Started · 4 min read

Setting Up Your Welcome Message & Conversation Starters

Setting Up Your Welcome Message & Conversation Starters First impressions decide whether a visitor engages or bounces. UpChat gives you three tools to start conversations on the right foot: a wel…

Getting Started · 4 min read

Customizing Your Widget's Look & Brand

Customizing Your Widget's Look & Brand Your chatbot should feel like a natural part of your website — not a bolted-on afterthought. UpChat's Widget Settings let you match your brand's colors, ico…

Getting Started · 5 min read

Auto-Train Your Bot with Smart Setup (Website Scan)

Use Smart Setup to scan your website, review business details and branding, select goals, approve content, configure alerts, and launch—with real screenshots from upchat.io.

Getting Started · 4 min read

Creating Your First Chatbot

Learn how to create your first UpChat chatbot, enter your business details, and find the tools for training, testing, and installation.

Getting Started · 4 min read

Quick Start — Launch Your UpChat Bot in Minutes

Follow UpChat’s six-step onboarding: scan your website, review your business, choose goals, approve content, configure alerts, and launch. Includes screenshots using upchat.io.

Getting Started · 3 min read

How to Demo Your UpChat Bot Before Deployment

How to Demo Your UpChat Bot Before Deployment Before making your bot live on your website, you can demo it directly inside the UpChat dashboard. This allows you to test how your bot responds to custo…

Getting Started · 4 min read

How to Contact UpChat.io Support

Real help from real humans—because even our chatbot needs backup sometimes. How can we help? At UpChat.io, we ensure you get the most out of your chatbot from day one. Whether you need help installin…

Getting Started · 2 min read

How to Train Your Chatbot

Start with quick onboarding to review and accept scanned content, then maintain your chatbot’s knowledge with website pages, documents, services, FAQs, and locations.

Getting Started · 8 min read

What You Need to Know

Everything you need to know (and nothing you don’t) to make your bot brilliant. Why Choose UpChat.io? Businesses choose UpChat.io because we turn websites into 24/7 sales and support machines—without…

Getting Started · 4 min read