Creating Your First Chatbot
The end-to-end path, create, train, design, test, and publish your first ChatFlow chatbot.
Before you begin
This guide takes you from an empty dashboard to a working chatbot live on your website. Each step links to a detailed how-to if you want more.
Create the chatbot
When you set up your workspace, ChatFlow walks you through creating your first chatbot, give it a name, your business name, your website URL, and an optional support contact, then select Create Chatbot & Continue. To add more chatbots later, open Chatbots in the sidebar and select Add Chatbot. See Set Up Your First Chatbot.
Train it on your content
Give the chatbot something to answer from, using any combination of:
- Your website, on the Web tab, select Crawl Website to read your public pages. See Train with Websites.
- Documents, upload PDFs, Word files, and spreadsheets.
- FAQs, add question-and-answer pairs.
Design the widget
On the Design tab, brand the chat widget: name, welcome message, colors, icon, and position. See Customize Chatbot Design.
Test in the Playground
On the Playground tab, chat with your bot using the questions your customers actually ask, and refine your content where answers fall short. See Test in Playground.
Publish
On the Publish tab, copy the install snippet and add it to your site just before the closing </body> tag:
<script async data-chatbot="YOUR_CHATBOT_ID" src="https://chat-flow.app/chatflow-chatbot.js"></script>On a CMS or store, use the matching guide instead of editing code: WordPress, Wix, Webflow, Shopify, or Magento. The full walkthrough is in Publish Your Chatbot.
That's it
Your chatbot is now live and answering visitors. From here you can connect messaging channels, enable human handoff, and shape its behavior with conversation flows.