Quick Start Guide

Follow these five steps to go from zero to a live AI chatbot on your website.

Step 1 -- Sign Up

1. Go to useconviro.com/signup.
2. Enter your name, email, and a password (or sign in with Google).
3. Verify your email address via the link we send you.
4. You will land on the Dashboard with a guided onboarding wizard.

Step 2 -- Create Your First Chatbot

1. Navigate to Dashboard -> Assistants.
2. Click Create Bot.
3. Fill in:

• Bot Name -- e.g. "Customer Support Bot"
• AI Mode -- choose Fast for the quickest setup
• Company Name & Description -- helps the AI understand your business context
• System Prompt -- provide instructions such as tone of voice, topics to avoid, etc.

1. Click Save.

Step 3 -- Add Knowledge Base Content

1. Navigate to Dashboard -> Knowledge Base.
2. Click Add Source and choose a method:

• Text -- paste FAQs, product info, or policy text directly
• URL -- enter a web page URL and Conviro will crawl & import it
• PDF -- upload a PDF file (max 10 MB per file)
• Markdown / TXT -- upload one or more .md or .txt files

1. Each source is automatically chunked, embedded, and indexed for RAG retrieval.

> Tip: Start with your top 20 most-asked questions in FAQ format for the best results.

Step 4 -- Install the Widget

1. Go to Dashboard -> Assistants -> Your Bot -> Embed Code tab.
2. Copy the snippet:

<script src="https://cdn.conviro.io/widget/widget.iife.js"></script>
<script>
  cw('init', { publicKey: 'pk_YOUR_PUBLIC_KEY' });
</script>

1. Paste it before the \</body\> tag on your website.
2. See the Widget Installation article for platform-specific guides (WordPress, Shopify, Wix, etc.).

Step 5 -- Go Live!

1. Set the bot status to Active on the Assistants page.
2. Open your website in a new tab -- you should see the chat bubble.
3. Monitor conversations in real time from Dashboard -> Live Inbox.

Congratulations -- your AI chatbot is live!