Koti / How it works

How it works

Step-by-Step Guide: How to Use Our AI Chatbot for Your Website

Welcome! This guide will walk you through how to set up, train, and deploy your AI chatbot to your website. Whether you're starting on a free plan or using a premium one, this process is designed to be quick and easy.

1. Create an Account

Start by creating your account on our platform.
You can choose between a free plan or one of our premium plans – see our pricing page for details on what each includes.

2. Log in to Your Dashboard

After signing up, log in to access your personal dashboard, where you can:

- Create and manage chatbots
- View chat history
- Train your chatbot
- Customize widget settings
- Manage leads

3. Create Your First Chatbot

Navigate to the "AI Chatbot Creator" page.
Click "Add New Chatbot".
Enter a name for your chatbot.
Your chatbot is now created – let’s move on to training it!

4. Configure Your Chatbot

Click on the "Configure" button next to your chatbot. This takes you to the core settings and training options.

Here’s what you’ll find:

Chat (Test Your Bot)

Use this to interact with your chatbot in real time and test how it responds based on the data you’ve provided.

Train (Teach Your Bot About Your Company)

Train your chatbot just like you would onboard a new employee. Here are four ways to input information:

1. Upload Files

Upload PDF, Word, or CSV documents with your company’s information.
We provide template files you can fill in to make this easier.

2. Website Scraping

Enter your website URL and click "Scrape".
The bot will extract information from selected pages.
You can choose which specific webpages to include.

3. Q&A Text Input

Manually enter a question and the exact answer you want the chatbot to give.
Great for fine-tuning specific queries.

4. Prompt Behavior (Tone & Style)

Define how you want the AI to respond. For example:

Short and direct?
Friendly and detailed?

Use our prompt templates to get started easily.

FAQ Builder

Add pre-written questions that site visitors can click to get instant answers.
Example: “What are your opening hours?”

This improves user experience and ensures consistency in responses.

Chat History

Review past conversations between your chatbot and visitors.
View timestamps and full message logs.
If an answer wasn’t satisfactory, you can update the training material to improve future responses.

Settings – Customize Your Widget

Match the chatbot’s look to your brand:

Choose colors
Add your logo
Adjust the position or behavior of the chatbot widget

Leads Management

All leads collected through the chatbot (emails, inquiries, etc.) appear here.
Track and follow up with potential customers to convert them into sales.

You can also adjust lead capture settings, like:

When to ask for contact info
What details to collect (name, phone, email)

5. Install the Chatbot on Your Website

Once your chatbot is trained and customized, it’s time to add it to your site.

Embed Code:

Copy the embed code provided in your dashboard.
Paste it into the footer section of your website.

This is usually accessible in your website’s backend.
If you're unsure how to do this, your web developer can help – or reach out to us. We support most major website platforms (WordPress, Wix, Shopify, etc.).

Tip: Adding the code in the footer ensures the chatbot loads on every page of your site.

You’re Live!

Congratulations! Your AI chatbot is now live and ready to assist your website visitors 24/7.
As your business evolves, you can continue updating and training your chatbot to ensure it provides accurate and helpful answers.

Bonus Tips for Success

Regularly review chat history to catch missed opportunities or incorrect responses.
Update training data when you launch new products or services.
Use the Lead Manager as part of your sales funnel.
Set up FAQs and prompts based on the most common support tickets you receive.