First AI Chatbot Checklist

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 🚀

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