ChatBot Config
Handbook
Getting started guide

Launch a chatbot your customers actually get answers from.

From your first login to your first captured lead — everything you need to set up, train, and run your AI chatbot.

Reading time: ~8 min
Covers: setup, training,
embedding, team & billing
01Sign up
02Create org
03New chatbot
04Train it
05Embed it
Account Organization Create bot Train Persona Test Embed Conversations Team Billing

Getting started

Seven steps, start to finish. Most people are embedded on their site within ten minutes.

1

Create your account

Head to your dashboard and sign up with your work email. Already have an account? Just log in — you'll land on My bots.

2

Set up your organization

Chatbots belong to an organization, not to you personally — that's what lets your team share access to them later. On first login you'll be asked to name yours.

You'll see"Chatbots belong to an organization, so your team can share access to them." — type a name and click Create organization.
3

Create your first chatbot

From My bots, click New chatbot. Give it a name, and — this is the part worth not skipping — a website URL.

You'll see"Point one at your website and it will be trained and ready to embed" — hand it a URL here and ChatBot Config starts crawling and training immediately, no extra step needed.

You'll also pick a brand colour and a widget icon:

🤖Robot 💬Message bubble ✨Sparkles 🛟Life saver 💭Double chat 🪄Magic wand 🙂Smiley face
4

Train it on your content

Open your chatbot and go to Training → Knowledge base. You've got two ways in:

  • Train from website — give it a URL and it crawls and indexes the pages itself.
  • Upload a PDF, text file or image — for a spec sheet, FAQ doc, or even a photo of a printed price list (it reads text out of images too).

Content changes often? Re-run either one any time — it just adds to what the bot already knows.

5

Give it a personality

In the Persona card, either start from a preset or write your own instructions from scratch — this is what shapes tone, not facts, so it works alongside whatever you trained it on.

Friendly Technical Sales Pirate

Yes, Pirate is real. Click a preset to load it into the box, tweak the wording, then Save persona.

6

Test before you go live

Switch to the Test chatbot tab and ask it the questions a real customer would. Answers grounded in your trained content show a Source link back to the page they came from — a good sign it's actually reading what you gave it, not guessing.

Want a second opinion before it's on your site? Copy the shareable demo link from the Embed card and send it to a teammate — no code required to try it.

7

Add it to your website

Copy the snippet from the Embed on your website card and paste it just before the closing </body> tag on every page you want the widget to appear on.

embed.html
<script src="https://www.chatbotconfig.uk/widget-v2.js" data-bot-id="YOUR_BOT_ID"></script>

Your real snippet (with your actual bot ID already filled in) is sitting right there in the Embed card — copy that one, not this example.

Running it day to day

Once it's live, this is what you'll come back to.

Conversations & leads

The Conversations tab logs every chat session; Leads holds every email your bot has captured. Both load in pages, so a busy bot doesn't choke your browser — click Load more as you scroll, or export the full set as CSV.

Live agent handoff

When the AI genuinely can't help, it can hand off instead of guessing.

You'll see"Live agent handoff triggered — the AI has paused and an email has been sent to your team."

Connect your tools

Drop a webhook URL into Integrations and every captured lead gets POSTed straight to it — wire it into Zapier, Make, or HubSpot and it flows into whatever you already use.

White-label the widget

Flip Remove branding in Integrations and the "Powered by ChatBot Config" watermark disappears from your widget — it's just your chatbot, on your site.

Invite your team

From Team, drop in a teammate's email, pick a role, and send the invite — they get an email with a link to accept.

Owner
Full control, including billing and removing other owners.
Admin
Manage bots and teammates, minus billing.
Editor
Create, train, and configure chatbots.
Viewer
Read-only — conversations, leads, and settings.

Plans & billing

Manage your subscription from Settings — upgrade, downgrade, or update payment details through the billing portal any time.

Starter
£49
1 chatbot
Pro
£99
3 chatbots, white-label
Enterprise
£299
10 chatbots, webhooks

Stuck on something this didn't cover?

Help & support is one click away in the sidebar of your dashboard.

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