How to create a new chatbot in just a few easy steps

To get started with a new BOB-E AI Agent chatbot, first set up your FREE TRIAL account. Alternatively, you can jump straight into one of our paid subscription plans: Standard Plan or Pro Plan. onboarding 1

Once you have accessed your new dashboard follow the steps below for the basic set-up:

Step 1 – From the “ Chatbot Dashboard” dashboard, open the dropdown menu on the left under “Chatbot” and click “Create a new Chatbot“.

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Step 2 – Enter a name for the chatbot (for your internal use only).

Step 3 – Enter a display name for the chatbot (shown to all users who interact with the chatbot).

Step 4 – Update and add an initial message to display to users when they first interact with the chatbot. This message greets Users on their initial interaction with the chatbot.

Step 5 – Update the “Base System Prompt” to reflect your business and industry. Tell the chatbot how it will interact with your visitors. (This input trains your AI bot, instructing it on how to interact based on the knowledge base. Think of your bot as an initially uninformed entity, learning through this setup process).

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Step 6 – Using the “Advanced Settings“, select the “ChatGPT Model Version” to ChatGPT-4 (1 response = 25 message credits) or ChatGPT-3.5 (1 response = 25 message credits), then add your “Support Email Address” and “Website URL“. Note –> Leave the other Advanced Settings as default at this stage.

Step 7 – Click “Create Chatbot”. It takes about 15 seconds to create the chatbot, then you’ll need to train it.

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Step 8 – In the “Knowledge Base” tab, enter the data which you want to train your chatbot on (all the static info about the specific business, your products, services and any promotional offerings). You can simply enter in your website URL, then click “Crawl Website & Fetch Data” and it will automatically add list all of the page URLs from your website. Select the URLs you want to include and click “Re-Train Chatbot“. You will immediately be able to test the chatbot from the “Dashboard” tab and ask it questions based on the information you entered into your “Knowledge Base“.


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Step 9 – You can now go back to the “Advanced Settings” from the “Update” tab to update the visibility permissions from “Private” to “Private but can be embedded into website” (great for frontend testing) or “Public“.

Step 10 – From the “Dashboard” tab, you can now use the available chatbot widget and copy and paste the embed code into your website either as an inline element or as a chat widget that shows up in the bottom right-hand corner of the website.

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And there you have it… The whole setup process takes less than an hour.


After the new chatbot is live it’s a good idea to ask a number of varied questions so that you can train your chatbot to give the answers in the way you want. You can do this within your “Account Dashboard” or through your live website interface.

You can continue to train your chatbot by adding documents such as PDF brochures, How-To guides and more. You may also want to enable “Lead Collection Form Fields” for in-conversation data capture and enhance the “Appearance” of the chatbot interface.