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What to prepare
before launch

A first-contact AI chat does not need an implementation project. Four things are needed: a website address, material it is allowed to answer from, a list of subjects that go to a sales rep, and one line of code on your pages. You will be able to check the answers before the first visitor ever sees the widget.

A paper checklist on a clipboard next to a laptop, with some items ticked off

What to gather in advance

  • A website address The pages where a conversation is needed most
  • Material What it may answer from: services, terms, common questions
  • Boundaries Subjects the widget does not discuss itself and gives to a person
  • A line of code The ready script tag from your account, no markup changes needed

You do not need to build a separate knowledge base from scratch

The order of work:
prepare, check, switch on

Registering an account and the website address

1. An account and a website address

Registration is free and takes a couple of minutes: the website address, an email, and following the link in the message. After that your account opens.

Marking the material the widget answers from

2. Material to answer from

Pages, terms, a price list and answers to common questions that you have already written. You do not need to build a separate knowledge base from scratch, you mark what it may answer from.

Subject boundaries and testing before switching on

3. Boundaries and testing

List the subjects the widget does not discuss on its own, and walk through the conversation as a visitor. Anything you are not happy with is fixed before the widget is switched on.

Installing one line of code on the site

4. One line of code

The ready code appears in your account. It goes on your pages as a script tag, and you do not have to rebuild the markup.

In other people's words

On customers, conversation and machines

Start with one page,
the one where a conversation is needed most