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Quick Start

This guide takes you from zero to a chatbot live on your website in 15 minutes.

  1. Sign Up

    Go to app.clienta.ai/register, fill in your email and password, then verify your email address.

  2. Create an Organization

    After your first login, go to Settings → Organization to create your organization.

  3. Upload Knowledge Documents

    Go to the Knowledge page and click Upload Document. Supported formats: PDF, DOCX, TXT. Documents are automatically processed into searchable context for your bot.

  4. Test the Bot

    Open the Test Bot page and try asking real customer questions. Use the debug signals — confidence score, source chunks, and model — to evaluate answers. Adjust the Guardrail Mode in AI Settings as needed.

  5. Install the Web Widget

    Go to Channels → Web and copy the embed code. Paste it before the closing </body> tag on your website:

    <script src="https://api.clienta.ai/widget/YOUR_WIDGET_ID/loader.js" async></script>

    Widget Settings & Live Preview

    The widget appears in the bottom-right corner of your site. Customize its appearance under Channels.

  6. Go Live

    Customers can start asking questions immediately. The AI answers from your uploaded documents. When confidence is low, the conversation is routed to Human Handoff automatically.

Next Steps

Section titled “Next Steps”