Initial Setup

This guide walks through every step of the initial setup so your Clienta.ai workspace is fully configured before you start serving customers.

Create Account & Organization

1. Create an Account

   Go to app.clienta.ai/register. You can register with email and password or use Google OAuth for instant sign-in. If you choose email registration, check your inbox for a verification email and click the confirmation link.

   

2. Create an Organization

   On first login you will be prompted to create an organization. Enter your organization name and click Create. This is your isolated workspace — all team members, knowledge, and settings live here.

3. Invite Team Members

   Go to Settings → Team and enter each member’s email address along with their role.

Roles

Role	Permissions
Admin	Full access — manage settings, billing, team, channels, and knowledge.
Agent	Handle conversations in the inbox, view knowledge, and use the Test Bot.
Member	Read-only access to conversations and reports.

Upload Knowledge Documents

Go to the Knowledge page and click Upload Document. The system automatically processes each file into chunks and indexes them for semantic search (RAG).

Supported File Types

Format	Notes
PDF	Text-based PDFs only. Scanned images require OCR pre-processing.
DOCX	Microsoft Word documents.
TXT	Plain text files.

Document Limits by Plan

Maximum file size is 10 MB per document across all plans.

Plan	Max Documents
Free	3
Starter	10
Growth	100
Plus	200
Pro	500
Scale	2,000
Enterprise	5,000

Note

Start with your most important FAQ document or product guide. You can always add more documents later.

AI Settings

Go to Settings → AI to configure how your bot responds.

Guardrail Mode

Guardrail Mode controls how strictly the bot stays within your uploaded knowledge.

Mode	Behavior
Strict	Answers only from uploaded documents. Declines questions outside the knowledge base.
Hybrid	Prefers uploaded documents but uses the model’s general knowledge when no relevant document is found.
Open	Answers freely using both documents and general model knowledge.

Tip

Start with Hybrid mode. Switch to Strict if your bot needs to stay strictly on-topic (e.g., support bots), or Open if you want a general-purpose assistant.

Smart Model Routing

When Smart Model Routing is enabled, Clienta.ai automatically selects the most cost-efficient model for each query — using a faster, lighter model for simple questions and a more capable model for complex ones. This reduces cost without sacrificing answer quality.

Next Steps

• Quick Start — Jump straight to a live chatbot in 15 minutes.
• Widget Customization — Customize the appearance and behavior of your web widget.
• Manage Your Team — Add agents and configure role permissions.
• Improve Bot Quality — Tune your knowledge base and review low-confidence answers.