How to Set Up Your First Chatbot

Create your first AI-powered chatbot in just a few minutes. This guide walks you through the entire process from start to finish.

Prerequisites

• A ChatFlow account (any plan)
• Your website URL
• Basic information about your business

Steps

Step 1: Navigate to Chatbots

From your dashboard, click Chatbots in the left sidebar to open the chatbots management page.

Step 2: Click Create Chatbot

Click the Create Chatbot button in the top right corner, or if this is your first chatbot, click the Create your first chatbot button in the center of the page.

Step 3: Fill in Chatbot Details

In the create dialog, enter the following information:

Field	Description	Example
Chatbot Name	A name to identify this chatbot	"Website Support Bot"
Website Name	Your company or website name	"Acme Corp"
Website URL	Your website's full URL	"https://www.acme.com"
Description	(Optional) What this chatbot is for	"Customer support for main website"

Step 4: Create the Chatbot

Click the Create Chatbot button at the bottom of the form.

You'll be redirected to your new chatbot's configuration page with multiple tabs:

• Design - Customize appearance
• FAQs - Add questions and answers
• Documents - Upload training files (Growth+)
• Training - Index website content (Enterprise)
• Connectors - Connect external services (Enterprise)
• Integrations - Third-party integrations (Growth+)
• Playground - Test your chatbot
• Publish - Get embed code

Step 5: Quick Setup (Optional)

For the fastest setup, your chatbot is ready to use immediately with default settings. However, we recommend at minimum:

1. Add FAQs - Go to the FAQs tab and add common questions
2. Customize Design - Go to Design and add your brand colors
3. Test - Go to Playground and test a few conversations

Verify It's Working

1. Go to the Playground tab
2. Type a greeting like "Hello"
3. You should see a response from your chatbot

Troubleshooting

Chatbot Not Responding

• Ensure you have at least one FAQ added or documents uploaded
• Check the Playground tab - the chatbot needs initial training data

Can't Create Chatbot

• Verify your account is active
• Check if you've reached your plan's chatbot limit
• Essential: 1 chatbot, Growth: 3 chatbots, Enterprise: Unlimited

Form Validation Errors

• Website URL must include https:// or http://
• Chatbot name is required
• Website name is required

Next Steps

Now that your chatbot is created, continue with:

• Customize Chatbot Design - Add your brand colors and logo
• Add FAQs - Train with common questions
• Test in Playground - Test before publishing
• Publish Your Chatbot - Get the embed code