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Build Your First AI Chatbot

Create Your First Chatbot in Minutes

Follow these steps to go from zero to a fully working AI chatbot on your website.

Step 1: Register for Free

Go to webchatagent.com and create a free account. No credit card is required — your Free plan includes one chatbot agent, enough training content to index a small site, and a monthly message allowance. Every new account also starts a 14-day Premium trial automatically, so the paid features are unlocked while you explore.

Step 2: Add Knowledge

Open your assistant's Knowledge tab and click Add Data Source. A knowledge source is anything your bot reads to answer questions:

  • Website URL — Enter your website address and WebChatAgent will automatically crawl and index your pages. Example: enter https://yourshop.com and it pulls in your product, FAQ, and policy pages.
  • File Upload — Upload documents directly: PDF, Word (.docx), TXT, Markdown (.md), or Excel (.xlsx) files. Good for manuals, price lists, or internal docs that aren't published on your website.

The chatbot processes and indexes all content so it can retrieve relevant information when answering user questions. The more comprehensive your data, the better your chatbot's responses will be. Only the extracted text counts toward your content quota — the original files themselves don't.

Step 3: Configure Your Chatbot

Customize your chatbot's behavior in the Settings tab:

  • Service Name / Company Name — Set the brand the assistant represents and may mention to visitors.
  • Chatbot name — Give the assistant an internal dashboard name such as "Website Support".
  • Allowed websites — Specify which domains may load this assistant.
  • Timezone and Default Language — Set scheduling/time behavior and a fallback for short, ambiguous messages.
  • Advanced AI settings — Review the connected provider, answer model, message multiplier, creativity, and word-by-word output.
  • Answer style and role — Optionally define tone, responsibilities, limits, and escalation rules. For example: "You are a friendly support assistant for an online store. Answer from the connected sources. Never invent product or policy details."

Step 4: Embed the Widget on Your Website

Open Channels → Chat widget and expand Show installation details. Copy the ready-to-use code and paste it into your website's HTML before the closing </body> tag:

<script src="https://webchatagent.com/widget/web-chat-agent.js" async></script>
<web-chat-agent chatbot-id="YOUR_CHATBOT_ID"></web-chat-agent>

Replace YOUR_CHATBOT_ID with your actual Chatbot ID (pre-filled in the dashboard embed code).

Tip: If you use WordPress, you can install the WebChatAgent WordPress Plugin instead. It handles the integration automatically — just enter your Chatbot ID in the plugin settings.

Step 5: Test It

Open your website in a browser. You should see the chat bubble in the bottom-right corner. Click it and ask a question based on the content you added. The chatbot will retrieve relevant information and generate an answer.

What's Next?

Now that your chatbot is live, explore these topics to get the most out of WebChatAgent:

  • Best Practices — Tips for improving chatbot performance and answer quality.
  • Functions — Set up lead collection, feedback, live chat, appointments, and URL search.
  • Channels — Configure the chat widget, inline chat, Team Wiki, WhatsApp, phone, or email.
  • Advanced settings — Connect MCP servers and REST APIs.