Quick Start Guide

Welcome to ChatIQ! This guide will walk you through creating your first AI chatbot in just a few minutes.

Skip this guide and click Create New Bot in your dashboard to get started.

What is ChatIQ?

ChatIQ is a platform that lets you create custom AI chatbots powered by your own knowledge base. Your chatbot can:

• Answer questions based on your documents
• Maintain conversation context
• Be embedded on your website
• Be accessed via API

Step 1: Create Your Account

1. Go to chatiq.io and click Sign Up
2. Create an account with your email or use a social login
3. Verify your email address (check your inbox)
4. You'll be redirected to your dashboard

Tip: Start with the Evaluation plan to explore all features!

Step 2: Create Your First Bot

1. In your dashboard, click Bots in the sidebar
2. Click Create New Bot
3. Fill in the bot details:
   • Description: Who the bot is for and what it should solve (80–200 words is ideal)
   • Tone: Optional personality or voice
   • Website: Optional URL to ingest (about, product, or docs page)
   • Support Contact: Optional email, URL, or phone to share with users
4. Click Create Bot

ChatIQ will generate the bot name, system prompt, and starter responses automatically. You can refine everything in Tune and Settings after creation.

Example Description:

We need a support bot for our B2B analytics platform. It should help new users understand onboarding, explain pricing tiers, and route security questions to support@company.com. Keep answers concise and professional.

Step 3: Add Knowledge to Your Bot

Your bot needs knowledge to answer questions. Add documents that contain the information your bot should know.

Option A: Add a Document

1. Click Documents in the sidebar
2. Click New Document
3. Fill in:
   • Title: Name your document (e.g., "Product FAQ")
   • Content: Paste or type the information your bot should know
   • Tags: Optional tags for organization (e.g., "faq", "product")
4. Link to Bot: Select your bot from the dropdown
5. Click Save Changes

The document will automatically be processed for AI search (this takes a few seconds).

Option B: Upload Multiple Documents

You can add multiple documents and link them to the same bot. Each document becomes part of your bot's knowledge base.

Tips for Better Results:

• Write in clear, conversational language
• Use question-answer format when possible
• Include specific details (prices, dates, names)
• Break long documents into smaller, focused documents

Step 4: Test Your Bot

After creation, you'll land on your bot's Test page. You can always return to it from Bots in the sidebar.

Try asking questions based on your documents:

• "What are your business hours?"
• "How do I reset my password?"
• "What products do you offer?"

Your bot should answer based on the documents you added!

Troubleshooting:

• If the bot doesn't answer correctly, check that your documents are fully processed (look for the embedding status)
• Make sure your documents contain relevant information
• Try rephrasing your questions

Step 5: Tune Your Bot

Open Tune to refine the bot's behavior and add response patterns. Use the Tune button on your bot page.

Here you can:

• Update the System Prompt (role, scope, tone, and guardrails)
• Set a Default Response for when AI is unavailable
• Add Pre-configured Responses for high-confidence replies (greetings, contact, pricing)
• Chat with the bot in private mode to test changes instantly

Example System Prompt:

You are a helpful customer support assistant. Be friendly, concise, and always answer based on the provided documentation. If you are unsure, ask clarifying questions or route to support.

Step 6: Review Settings

Open Settings to control visibility, status, and appearance. Use the Settings button on your bot page.

In Settings you can:

• Update the bot Name, Description, and Slug
• Set Visibility (Public/Private) and Status (Active/Draft/Archived)
• Enable Rich Responses (Markdown)
• Toggle AI Responses on or off
• Customize the widget colors and styling

Step 7: Embed on Your Website

Option A: Public Chat Page

Each bot has a public chat page you can link to:

https://bot.chatiq.io/your-bot-slug

Share this URL or link to it from your website. Set Visibility → Public in Settings to enable it.

Option B: Embed Widget (Fastest)

Generate your embed code by clicking Embed on your bot page.

You'll create or select an API key, choose colors/position, and get a script tag like:

<script
  src="https://www.chatiq.io/widget.js"
  data-bot-slug="your-bot-slug"
  data-api-key="your-widget-only-key"
  data-source-label="web"
  data-position="bottom-right"
  data-primary-color="#10b981"
  async
></script>

Security note: Use the allowed domains field on the embed page to restrict where the key can run.

Option C: Use the API

For full control, use the ChatIQ API to integrate the chatbot into your application. See the API Getting Started Guide for details.

Step 8: Monitor and Improve

Rich responses (Markdown)

• Default: Bots reply in plain text.
• Opt-in: In Dashboard → Bots → Settings → Rich responses (Markdown), toggle on to let the bot use Markdown (bullets, code fences, emphasis) for clearer answers.
• Widget compatibility: If you enable this, ensure your chat UI renders Markdown.
• API clients: If you use the API directly, either render Markdown on your side or leave the toggle off to keep plain text.

View Analytics

1. Click Analytics in the sidebar
2. See:
   • Total conversations
   • Messages sent
   • Popular questions
   • User engagement

Improve Your Bot

• Add more documents as you discover gaps in knowledge
• Review conversations to see what users are asking
• Update system prompts to refine bot behavior
• Test regularly to ensure quality responses

Next Steps

For Website Integration

• Read the API Getting Started Guide
• Check out the Streaming Guide for real-time responses
• Explore Next.js Integration

For Advanced Features

• Teams: Invite team members to collaborate
• API Keys: Generate API keys for programmatic access
• Documents API: Manage documents via API
• Customization: Fine-tune system prompts and responses
• Pre-configured & Cached Responses: Optimize performance and reduce costs with Pre-configured and Cached Responses Guide

For Support

• Documentation: Browse all guides in the Docs
• Contact: Reach out at support@chatiq.io
• Dashboard: Access your dashboard at chatiq.io/dashboard

Common Questions

How long does it take to process documents?

Most documents are processed within 10-30 seconds. Large documents may take longer. Check the embedding status on the Documents page.

Can I edit documents after creating them?

Yes! Click Documents → Select a document → Edit. Changes will trigger re-processing.

How many documents can I add?

This depends on your plan:

• Evaluation: 1 knowledge document (up to 20k characters)
• Pro: Up to 100 documents
• Enterprise: Custom limits

Check your plan details in Settings → Billing.

Can I use the bot without documents?

Yes, but it will only use its general knowledge (not your specific information). For best results, add relevant documents.

How do I delete a bot?

Click Bots → Select your bot → Delete Bot. This action cannot be undone.

Tips for Success

1. Start Small: Create one bot with a few focused documents
2. Test Thoroughly: Ask various questions to ensure quality
3. Iterate: Add documents and refine based on real conversations
4. Monitor: Check analytics to understand user needs
5. Keep Updated: Regularly update documents with new information

Need Help?

• Documentation: Full Docs
• API Reference: API Docs
• Support: support@chatiq.io

Welcome to ChatIQ! 🚀