Getting Started
Build a useful chatbot before putting it on your site. The core sequence is create → add content → review → test → customize → integrate.
1. Create an Account and Project
Sign in to the ChattyBox dashboard, select New Chatbot, and give the project a name. The project opens on Content, where indexed pages and scrape jobs will appear.
See pricing for current project, page, and usage limits.
2. Configure Your Content Source
Open Settings and add the website that should ground the chatbot's answers. Choose the appropriate discovery mode, page limits, include or exclude rules, and refresh schedule, then save the source configuration.
Run Scrape now. ChattyBox discovers the selected pages, extracts readable content, and prepares it for retrieval. This can take a few minutes depending on the site and page count.
Use Add and refresh content when you need sitemap, manual URL, crawl, multilingual, or re-scraping guidance.
3. Review Indexed Content
Return to Content and confirm that the expected pages were indexed successfully. Resolve failed jobs, irrelevant pages, or missing sections before evaluating answers. A chatbot cannot reliably answer information that was not indexed.
4. Test Answer Quality
Open Test Chat and ask representative questions that real visitors will use. Check that answers:
- use the indexed documentation rather than unsupported assumptions;
- link to useful source pages;
- handle missing information with the intended fallback;
- work for important languages and terminology.
Improve the source content or indexing rules and scrape again when an answer is weak. Do not install the chatbot merely because the first scrape completed.
5. Tune the Experience
Use Persona to adjust assistant behavior and fallback wording. If you plan to use the hosted widget, use Embed to preview its title, welcome message, colors, icon, position, and language behavior.
These choices come after content testing so visual setup does not hide retrieval or documentation problems.
6. Choose an Integration
| Goal | Next step |
|---|---|
| Mount ChattyBox's maintained interface from application code | JavaScript SDK |
| Build and maintain your own interface | Headless JavaScript SDK |
| Let an AI coding assistant integrate the npm package | AI-assisted integration |
| Manage project configuration from Git and CI | CLI and configuration deployment |
| Use the maintained interface without npm or a build step | Hosted widget script |
Browser integrations need a public widget API key. Create one in Public Keys, restrict its allowed origins to the domains that should call the chatbot, then return to Embed to select it and copy the generated snippet and API URL.
Public widget keys are designed to appear in browser code. Config deployment tokens and other management credentials are private and must never be added to a website.
7. Validate Before Launch
Install the selected integration on a preview or staging site first. Test the deployed origin, navigation between routes, citations, fallback behavior, mobile layout, and browser console before publishing broadly.
Complete the launch checklist, then use Analytics and Content Gaps to improve the documentation after real questions arrive.