Step 1: train it on your content
Paste your homepage URL. A good tool crawls every page, extracts text from PDFs and documents, chunks and embeds it and shows you index status. Add Q&A pairs for anything your site does not say clearly. Reindexing should be automatic when you edit a source.
Step 2: make it yours
Set the name, avatar, colours, launcher style, welcome message and suggested questions with a live preview. Allow-list your domains so the widget only loads where you intend. Remove vendor branding if your plan allows.
Try it on your own website
Paste your URL. We crawl it and hand you a working agent in minutes. Free plan, no card.
Step 3: give it something to do
The chatbots that reduce workload are the ones that fetch live data. Add one action for your most common question: order status, booking availability, account plan. Use a regex webhook for reference numbers so those answers are exact.
Step 4: capture leads and hand off
Configure lead capture to trigger on intent (pricing, demo, quote) or after a few messages. Set escalation rules for sentiment and keywords so frustrated visitors reach a person with context. Your team replies from a shared inbox.
Step 5: embed and measure
Copy one script tag into your site's head or footer. Watch the analytics for a week: unanswered questions tell you what to add to your sources; topic breakdowns tell you what visitors care about.
Mistakes to avoid
Letting the bot answer outside your content, no fallback message, no way to reach a human, ignoring mobile layout, and choosing a US-hosted tool when your compliance team needs UK/EU residency.