Documentation

Setup Wizard

The Setup Wizard helps you configure your AI chatbot quickly and easily. Most businesses are up and running within minutes. Access it from Admin > Setup Wizard in your admin panel.

Overview

The wizard guides you through 7 steps to create a fully configured AI assistant:

  1. Website URL
  2. Business Type
  3. Contact & Hours
  4. Business Details
  5. Personality
  6. Suggested Actions
  7. Review & Generate

Step 1: Website URL

Enter your business website URL to get started.

  • We validate that the URL is accessible
  • Enable AI-Assisted Setup (recommended) to automatically extract business information

When AI-Assisted Setup is enabled, we:

  • Crawl your website (up to 30 pages)
  • Analyze your content structure
  • Build your initial knowledge base
  • Extract business details automatically

Step 2: Business Type

Provide your business identity:

  • Business Name - Your company name
  • Business Type - Select from:
    • Jewelry Store
    • Car Dealer
    • Restaurant
    • Housing/Rental
    • General

AI extraction suggests the best match based on your website content. The business type determines which industry-specific template is used.

Step 3: Contact & Hours

Enter your customer support information:

  • Phone Number - Your support phone line
  • Email - Support email address
  • Hours of Operation:
    • Weekdays (e.g., "9 AM - 6 PM")
    • Saturday hours
    • Sunday hours
    • Weekday Exceptions (e.g., "Friday: 9 AM - 5 PM")

AI extraction pulls this information from your website's contact page when available.

Step 4: Business Details

Describe what makes your business unique:

  • Tagline/Specialty - What you're known for
  • Inventory Description - Your products or services

This helps your AI assistant understand your business focus and answer questions accurately.

Step 5: Personality

Define your AI assistant's character:

  • Assistant Name - Give your AI a name (e.g., "Kora", "Sam", "Alex")
  • Personality/Tone - Choose conversation style:
    • Warm - Friendly and approachable
    • Professional - Polished and authoritative
    • Casual - Relaxed and conversational
  • Agent Voice - Select a voice for voice chat
  • Greeting Message:
    • Greeting Title (e.g., "Welcome!")
    • Greeting Body (e.g., "I'm here to help. What can I do for you?")

AI extraction recommends a name and personality based on your brand voice.

Step 6: Suggested Actions

Add clickable example prompts that help users start conversations:

Examples:

  • "Show me products under $500"
  • "What's your return policy?"
  • "Do you offer financing?"
  • "Tell me about your services"

Tips:

  • Add 5-10 diverse actions
  • Cover common customer questions
  • Include price-based queries for e-commerce
  • Help users discover your AI's capabilities

AI generates recommendations based on your business type and content.

Step 7: Review & Generate

Review all your settings before saving:

  • Summary of all configuration
  • Preview of generated prompts
  • Final chance to make adjustments

Click Generate & Save to:

  • Save your setup configuration
  • Generate optimized text chat prompts
  • Generate voice chat prompts
  • Update your app configuration
  • Sync voice settings

What Gets Created

The wizard generates configurations for:

Text Chat

  • Opening statements (AI identity and role)
  • Response guidelines
  • Contact information formatting
  • Hours of operation
  • Industry-specific instructions
  • Citation formatting

Voice Chat

  • Complete voice assistant personality
  • Natural conversation style
  • Tool usage instructions

App Settings

  • Business name as title
  • Website URL
  • Greeting messages
  • Suggested actions

AI-Assisted Extraction

When enabled, AI-Assisted Setup uses a 3-phase process:

PhaseWhat Happens
CrawlVisits your website pages
AnalyzeIdentifies content and structure
EmbedCreates searchable knowledge base

As you progress through steps, AI extracts:

  • Business name and type from your homepage
  • Contact info from your contact page
  • Product descriptions from your content
  • Brand voice from your writing style

This saves time and ensures your AI knows your business from day one.

Re-running the Wizard

You can re-run the Setup Wizard anytime to update your configuration.

  • Access via Admin > Setup Wizard
  • Your knowledge base (crawled content) is preserved
  • Only prompts and configuration are regenerated
  • Changes take effect immediately

Tips for Best Results

  1. Have a complete website - More content means better AI extraction

  2. Include a contact page - Makes contact information extraction reliable

  3. Describe your products - The AI uses this to answer customer questions

  4. Choose the right business type - Templates are optimized per industry

  5. Preview before saving - Check that generated prompts match your brand voice

  6. Add diverse suggested actions - Help users discover what your AI can do

After the Wizard

Once setup is complete, you can fine-tune individual settings:

  • App Config - Adjust branding and behavior
  • Text Prompts - Customize AI instructions
  • Voice Prompts - Adjust voice behavior
  • Agent Voice - Change the voice selection
  • Data Uploads - Add more content to your knowledge base

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