ChatFlow Logo

Creating Your First Chatbot

Step-by-step guide to creating and configuring your first chatbot with ChatFlow.

1. Accessing the ChatBot Creation Page

From the dashboard screen, navigate to the "Chatbots" section by clicking on "Chatbots" in the navigation sidebar.

A. Initiating Chatbot Creation

Once you are on the Chatbots screen, click the "Create your first chatbot" button.

B. Providing Initial Bot Details

You will be prompted to fill out the initial details for your chatbot, including:

Chatbot Name (e.g., "Home Page Chatbot")

Website Name (e.g., "Supabase")

Website URL (e.g.,

Description (optional)

C. Creating Your Chatbot

After ensuring the details are correct, click the "Create Chatbot" button at the end of the form.

2. Bot Configuration Steps

You will be directed to the Bot page, which includes five steps to set up your chatbot for your website.

Step 1: Documents

Click on "Train Chatbot with Website.

You will be presented with a confirmation screen asking you to verify your website URL.

Configure "Allow URLs" and "Disallow URLs" to specify which URLs should be included or excluded in your chatbot.

Click "Analyze."

Our AI will collate all the information publicly avaiable on your website and use it to train your AI customer Service bot.

Step 2: raining and Data Confirmation

ChatFlow will confirm the number of pages of data available for training your chatbot.

Click on the affirmative statement to begin training.

You will be taken to the Training tab, where you can monitor the status of the documents being used to train the AI chatbot.

Once completed, the status will change from "in progress" to "completed."

Step 3: Design Your Chatbot

Move on to the Design tab, where you can personalize your chatbot with details such as:

  • Chatbot name
  • Welcome messages
  • Brand colors
  • Save your changes when satisfied.

Step 4: Playground Testing

  • Proceed to the Playground tab, where you can test your chatbot's responses before deploying it to your website.
  • Experiment with different scenarios and interactions.

Step 5: Publish Your Chatbot

  • On the Publish tab, you will find a code snippet that you can copy and paste into your website's header section.
  • This snippet can be embedded into various CMS platforms, including WordPress, Wix, and more.

Step 6: Embedding the Chatbot

  • Paste the copied code snippet into your website's code to enable the chatbot's functionality.

That's it! You've successfully created and configured your chatbot using ChatFlow. Feel free to explore additional features and settings to enhance your chatbot's performance.