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This guide walks you through creating a chatbot, training it on your content, and embedding it on your website.
The Free plan requires no credit card. You can complete every step in this guide without entering payment details.
1

Create your account

Go to insitechat.ai/register and sign up. Your account is ready immediately — no waiting for approval.
2

Create a chatbot

From your dashboard, click New Chatbot and give it a name. This name is for your reference only; you can change it later.
3

Add a knowledge source

Choose how you want to train your chatbot:
  • Website URL — enter your site address and InsiteChat crawls and indexes every page automatically. See Website crawler for crawl options and limits.
  • File upload — drag in a PDF, Word doc, PowerPoint, plain text, or CSV file. InsiteChat extracts and indexes the content.
Once you submit, indexing begins immediately. You’ll see a progress indicator in the dashboard.
Add custom Q&A pairs for questions you know customers ask most. Custom pairs take priority over auto-extracted content, so the answers are always exactly what you intend. Find this option under Knowledge → Custom Q&A in your chatbot settings.
4

Customize the appearance

Under Appearance, set your chatbot’s:
  • Name displayed in the widget header
  • Welcome message shown when a visitor opens the chat
  • Colors to match your brand
Changes preview in real time in the dashboard.
5

Copy the embed snippet

Go to Deploy → Embed Widget and copy the snippet shown. It looks like this:
<script
  src="https://insitechat.ai/widget.js"
  data-chatbot-id="YOUR_CHATBOT_ID"
  async
></script>
Your actual snippet (with your real chatbot ID) is shown in the Deploy → Embed Widget tab of your dashboard.Paste it before the closing </body> tag of any page where you want the chatbot to appear. It works with WordPress, Shopify, Wix, and custom-coded sites — no plugins required.For full deployment options, see Embed widget.
6

Test your chatbot

Open your website and click the chat bubble. Ask a question that your content answers. If the response isn’t accurate, go back to your knowledge sources, check that the relevant page or file was indexed, and add a custom Q&A pair if you need a precise, verified answer.

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What to explore next

  • Website crawler — control which pages get indexed and how often content re-syncs.
  • Embed widget — advanced embed options, positioning, and trigger buttons.
  • Plans & Pricing — upgrade when you need more messages, chatbots, or team members.