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Getting Started

This section is your one-stop guide to creating and launching your first AI Bot Kit chatbot. Follow these steps, and you'll have a working chatbot on your website in less than 15 minutes.

Step 1: Go to AI Bot Kit

Know More about AiBotkit Here

Step 2: Create an Account and Answer the Setup Questions

  • Sign up with your email and password.
  • Answer a few quick questions, pick what your agent should mainly do, and enter your website address.
  • We scan your site and build your first agent — usually in about three minutes.

For More Details about Creating your First Agent - Click Here

Step 3: Set Your Agent's Persona

  • Open your agent and go to Behavior → Instructions (this is where you land by default).
  • Check the Identity — who your agent is and what it's trying to achieve.
  • Set the Tone and reply length, and confirm the Language & time zone.

More about Instructions

Step 4: Add Rules and Playbooks

  • Under Behavior → Instructions, add Agent rules — the lines your agent must never cross.
  • Under Behavior → Playbooks, add step-by-step procedures for the conversations you handle often, like bookings or quotes.

More about Playbooks

Step 5: Train Your Bot

  • Go to Knowledge in the left sidebar.
  • Add knowledge from documents (PDF, TXT or MD — up to 20 MB each), website URLs, pasted text, or Q&A pairs.
  • Your bot learns instantly and can answer based on this content.

Step 6: Customize Interface

  • Go to Appearance → Interface.
  • Set your Agent Name (what visitors see at the top of the chat).
  • Edit the Greeting Message (first thing users see).
  • Set a Fallback Message (for when the bot doesn't understand).
  • Add Quick Messages for common questions.

Step 7: Style Your Chatbot

  • Go to Appearance → Styles.
  • Choose widget position (bottom-right or bottom-left).
  • Pick colors, button style, and bot avatar to match your brand.

For more details about the Chatbot Editor - Click Here

Step 8: Save and Preview

  • Save appears in the title bar as soon as you change something — click it to store your changes. If no Save button is showing, you have nothing unsaved.
  • Click Test agent in the top right to try your bot before visitors do.

Step 9: Turn It On and Get Your Embed Code

  • Go to Deploy in the left sidebar.
  • Switch Chatbot Status on so your agent responds to real visitors.
  • Copy the embed code from the Chat Widget method.

For More Detailed Ways to Embed your Chatbot- Click Here

Step 10: Add to Your Website

  • Paste the embed code into your website:
    • Squarespace → Embed Block or Code Injection
    • WordPress → Custom HTML block or AI Bot Kit Plugin
    • Other platforms → Paste into header/footer or custom code sections

Step 11: Verify Installation

  • Publish your site.
  • Open it in an incognito window and check if the chatbot loads.

Step 12: Monitor Analytics

  • Go to My agents → Analytics in the left sidebar.
  • Track conversations, messages, characters, and daily active users.
  • To read individual chats, open an agent and click Conversations.

For More Detailed Analytics and Reporting - Click Here

Step 13: Retrain as Needed

  • Add new documents, URLs, or FAQs anytime from the Knowledge section.
  • Your bot updates as soon as the new content finishes processing.

Step 14: Upgrade (Optional)

  • New accounts start on Free Full Access — the paid features turned on for 1 chatbot, with 100 one-time message credits (they never reset).
  • Run low? Click Add credits for a one-time top-up (50 credits for $9 or 100 for $18), or upgrade to Essential ($39/month) or Business ($99/month) for more chatbots, more storage, and credits that reset every month. For custom limits, Book a demo for Enterprise. It's all in Settings → Plans & Billing.

For More Detailed Plans and Billing - Click Here

⚡ That's it!\ Your AI chatbot is now live. You can customize it further anytime, but these 14 steps will take you from zero to a working chatbot in minutes.

👉 For more details, explore the individual pages in this documentation (Behavior, Knowledge, Appearance, Actions, Deploy, Integrations, Conversations, and more).