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Documentation Index

Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt

Use this file to discover all available pages before exploring further.

Get your InsiteChat AI chatbot up and running in six simple steps — from account signup to a live chat widget answering questions on your website. Most teams ship in under 30 minutes, including content training.

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1. create your account

Register at insitechat.ai/register with email/password, or click Continue with Google for 1-click signup (no email verification needed). Your account is activated immediately.

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2. create a chatbot

From your dashboard, click New chatbot. Choose from 6 pre-built templates (Customer Support, Sales, Technical, Education, Enterprise, FAQ) to pre-fill the system prompt — or write your own. Click Create & add sources.

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3. add a knowledge source

Train your chatbot by providing content it can learn from:
  • Website URL — InsiteChat auto-crawls your site. Configure CSS selectors, URL filters, and recursion depth for precise control.
  • Sitemap — Enter a sitemap.xml URL to index every page on your site.
  • File upload — Upload PDFs, Word docs, PowerPoints, text files, or CSVs.
  • Cloud integrations — Connect Google Drive, Notion, or Dropbox.
  • YouTube — Add video URLs to extract transcripts.
Use Advanced options when adding a URL source to configure CSS selectors (extract only main content, skip footer), URL path filters, and auto-sync frequency.

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4. customize the widget

Go to the Embed tab to customize:
  • Brand color, text color, and font size
  • Chat icon size and position
  • Display name and greeting message
  • Starter questions (quick prompts) to guide visitors
  • Auto-open behavior for desktop and mobile
  • Persona (Friendly, Professional, Casual, or custom)
  • RTL mode for right-to-left languages
  • Lead capture form timing and custom fields

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5. embed on your website

Copy the embed code from the Embed tab and paste it into your website HTML.

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6. monitor & improve

Check your chatbot’s Overview dashboard to track:
  • Content metrics (links, files, Q&A pairs)
  • Conversation stats (total messages, feedback percentages)
  • Training status (ready, in progress, issues)
Review conversations, add Q&A pairs for missed questions, and use bulk sync to keep content fresh.
Custom Q&A pairs take priority over auto-extracted content, so the answers are always exactly what you intend.

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Next steps

Website crawler

Advanced crawling controls.

Widget customization

Colors, fonts, RTL, auto-open.

Lead management

Lead forms, tags, bulk actions.