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 go to the dashboard to create your first bot.

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 free 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:
   • Name: Give your bot a friendly name (e.g., "Support Bot")
   • Slug: A URL-friendly identifier (auto-generated from name)
   • Description: What your bot helps with
   • System Prompt: Optional instructions for how the bot should behave
   • Status: Set to "Active" to make it live
4. Click Save Changes

Example System Prompt:

You are a helpful customer support assistant. Be friendly, concise, and always try to answer questions based on the provided documentation. If you don't know something, politely say so.

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

1. Click Bots in the sidebar
2. Find your bot and click Test (or click the bot name)
3. 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: Customize Your Bot (Optional)

1. Click Bots → Select your bot → Edit
2. Customize:
   • System Prompt: Change how the bot behaves
   • Begin Each Response With: Add a prefix to every response (e.g., "I'm here to help! ")
   • Status: Toggle between Active/Draft/Archived
   • Canned Responses: Add instant, zero-cost responses for common queries (see Canned and Cached Responses Guide)
   • Default Response: Set a fallback message when AI is unavailable
3. Click Save Changes

Step 6: Embed on Your Website

Option A: Public Chat Page

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

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

Share this URL or link to it from your website.

Option B: Embed Widget (Coming Soon)

Embed a chat widget directly on your website using the ChatIQ JavaScript SDK.

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 7: Monitor and Improve

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
• Canned & Cached Responses: Optimize performance and reduce costs with Canned 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:

• Free: Limited documents
• Pro: More 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! 🚀