First AI Chatbot Checklist
Learn how to create your first AI chatbot with Support AI.
Launching your first AI chatbot? Follow this streamlined checklist to get everything up and running quickly — from widget install to live testing. If you haven't already learned about creating your account, we recommend starting there.
✅ 1. Set Up the Widget
- Install the JavaScript snippet or WordPress plugin
- Customize the widget’s appearance and welcome greeting
🤖 2. Create Your First Bot
- Name your bot and upload an avatar
- Define its tone, personality, and response style
🧠 3. Train the Bot
- Add knowledge sources (docs, websites, plain text, etc.)
- Write fallback responses for unrecognized questions
- Test your bot with common customer queries
🔌 4. Connect Support Channels
- Enable the live chat widget
- Optionally connect email or SMS channels
🧪 5. Test the Full Experience
- Start a live chat from your website
- Confirm bot answers and human handoff work properly
- Make sure teammates receive the right notifications
When all boxes are checked, your chatbot is ready to meet customers. You’re live 🚀