Overview
Overview
This guide explains how to get started with your very first chatbot in AI Chat for Business. You will learn how to name your bot, set a welcome message, and upload your first documents to the knowledge base so your bot can answer real customer questions.
AI Chat for Business is a multi-tenant SaaS platform for building AI-powered customer service chatbots. Every account can create at least one bot, and each bot has its own configuration, welcome experience, and knowledge base. Once you complete the basics in this guide, you can continue with more advanced setup using other articles such as How to Upload Documents, Using Bot Templates, and Embedding Bot on Website.
> This article focuses on the first-time setup of a single bot: naming, welcome message, and initial knowledge base documents.
Your first bot is usually the foundation of your AI support experience. A clearly named bot, a friendly and informative welcome message, and a focused knowledge base help you reduce repetitive support questions, maintain consistent messaging, and prepare for future expansion into additional bots and channels.
This guide explains how to get started with your very first chatbot in AI Chat for Business. You will learn how to name your bot, set a welcome message, and upload your first documents to the knowledge base so your bot can answer real customer questions.
AI Chat for Business is a multi-tenant SaaS platform for building AI-powered customer service chatbots. Every account can create at least one bot, and each bot has its own configuration, welcome experience, and knowledge base. Once you complete the basics in this guide, you can continue with more advanced setup using other articles such as How to Upload Documents, Using Bot Templates, and Embedding Bot on Website.
> This article focuses on the first-time setup of a single bot: naming, welcome message, and initial knowledge base documents.
Your first bot is usually the foundation of your AI support experience. A clearly named bot, a friendly and informative welcome message, and a focused knowledge base help you reduce repetitive support questions, maintain consistent messaging, and prepare for future expansion into additional bots and channels.
How It Works
How It Works
Creating your first bot in AI Chat for Business involves three core elements:
These elements work together to define how your bot introduces itself and what it knows.
Naming your bot
Your bot’s name is what customers see when they first interact with your AI assistant. A good name makes it clear that they are talking to an automated assistant, not a human, and that it represents your brand.
Examples of effective bot names:
A strong first bot name usually includes your brand, indicates that it is a bot or assistant, and uses simple language.
Setting a welcome message
The welcome message is the first thing many visitors see when the bot opens. It sets the tone for the conversation and helps users understand what the bot can do.
A strong welcome message typically includes:
Sample welcome messages:
When you update your welcome message, the new text is used for new conversations going forward.
Uploading your first documents
Your bot’s knowledge comes from the documents you upload to its knowledge base. AI Chat for Business supports PDF, DOC, and TXT uploads. On the Starter plan, you can upload documents directly to train your first bot; the same process applies on Growth and Professional.
Typical first documents include product guides, FAQ files, and policy documents such as shipping or returns. Once uploaded, the platform uses semantic knowledge search so your bot can find the most relevant sections and answer questions based on the content.
For a more detailed walkthrough of document uploads and management, see How to Upload Documents and How to Upload Training Documents.
How the knowledge base powers answers
After you upload documents, AI Chat for Business processes and indexes your content using semantic knowledge search, breaks documents into smaller sections, and uses those sections to generate natural-language answers. You do not need to manually create individual Q&A pairs for every possible question.
If you change or replace a document, your bot’s future answers will reflect the updated content once the new version is processed.
Creating your first bot in AI Chat for Business involves three core elements:
- Giving your bot a clear, recognizable name
- Writing a welcome message that sets expectations
- Uploading documents so your bot has accurate information to answer questions
These elements work together to define how your bot introduces itself and what it knows.
Naming your bot
Your bot’s name is what customers see when they first interact with your AI assistant. A good name makes it clear that they are talking to an automated assistant, not a human, and that it represents your brand.
Examples of effective bot names:
- "Acme Support Assistant"
- "Northwind Help Bot"
- "Contoso Customer Care AI"
A strong first bot name usually includes your brand, indicates that it is a bot or assistant, and uses simple language.
Setting a welcome message
The welcome message is the first thing many visitors see when the bot opens. It sets the tone for the conversation and helps users understand what the bot can do.
A strong welcome message typically includes:
- A friendly greeting
- A short description of what the bot can help with
- A simple prompt or example questions
Sample welcome messages:
- "Hi, I’m the Acme Support Assistant. I can answer questions about pricing, orders, and product setup. What can I help you with today?"
- "Welcome to Northwind! I’m an AI help bot trained on our documentation. Ask me about shipping, returns, or how to get started."
When you update your welcome message, the new text is used for new conversations going forward.
Uploading your first documents
Your bot’s knowledge comes from the documents you upload to its knowledge base. AI Chat for Business supports PDF, DOC, and TXT uploads. On the Starter plan, you can upload documents directly to train your first bot; the same process applies on Growth and Professional.
Typical first documents include product guides, FAQ files, and policy documents such as shipping or returns. Once uploaded, the platform uses semantic knowledge search so your bot can find the most relevant sections and answer questions based on the content.
For a more detailed walkthrough of document uploads and management, see How to Upload Documents and How to Upload Training Documents.
How the knowledge base powers answers
After you upload documents, AI Chat for Business processes and indexes your content using semantic knowledge search, breaks documents into smaller sections, and uses those sections to generate natural-language answers. You do not need to manually create individual Q&A pairs for every possible question.
If you change or replace a document, your bot’s future answers will reflect the updated content once the new version is processed.
Best Practices
Best Practices for Your First Bot
Choose a clear, brand-aligned name
Use your company or product name so users quickly understand who the bot represents, and add a qualifier like "Assistant" or "Help Bot" to signal that it is an automated system. Avoid internal code names that customers will not recognize.
Good examples:
Write a focused welcome message
Your welcome message should mention your brand, briefly describe the topics the bot is best at, and encourage users to ask a question in their own words.
Template you can customize:
> "Hi, I’m the [Brand] support assistant. I can help with [topic 1], [topic 2], and [topic 3]. Ask me a question to get started."
Examples:
Start with a small, high-quality document set
For your first bot, it is better to upload a small set of focused, accurate documents than a large mixed collection. A recommended starting set is one onboarding guide, one FAQ document, and one policy document. As you see how users interact with the bot, you can add more documents.
If you have very long documents, consider splitting them into logical sections before uploading so it is easier to keep them updated.
Keep documents aligned with live policies
Because the bot answers based on your uploaded documents, it is important that those documents match your current policies and product behavior. Update documents when pricing or plans change, replace outdated FAQ content, and remove documents that are no longer relevant.
For more detailed control over how your bot learns from content, see Using Bot Templates and Using Bot Knowledge Interview Training.
Plan for future channels and embeds
Your first bot can later be used across multiple surfaces, including web widget embeds and lead capture experiences. When naming your bot and writing the welcome message, imagine how it will look in these different contexts so the experience feels consistent. To publish your bot on your site, see Embedding Bot on Website and Using Lead Capture Channels.
Choose a clear, brand-aligned name
Use your company or product name so users quickly understand who the bot represents, and add a qualifier like "Assistant" or "Help Bot" to signal that it is an automated system. Avoid internal code names that customers will not recognize.
Good examples:
- "AI Chat for Business Support Bot"
- "Acme Billing Assistant"
- "Contoso Storefront Help AI"
Write a focused welcome message
Your welcome message should mention your brand, briefly describe the topics the bot is best at, and encourage users to ask a question in their own words.
Template you can customize:
> "Hi, I’m the [Brand] support assistant. I can help with [topic 1], [topic 2], and [topic 3]. Ask me a question to get started."
Examples:
- "Hi, I’m the AI Chat for Business support assistant. I can help with plans and pricing, billing questions, and getting your first bot live. Ask me anything to get started."
- "Welcome! I’m the Acme Store Help Bot. Try asking me about order status, shipping times, or how returns work."
Start with a small, high-quality document set
For your first bot, it is better to upload a small set of focused, accurate documents than a large mixed collection. A recommended starting set is one onboarding guide, one FAQ document, and one policy document. As you see how users interact with the bot, you can add more documents.
If you have very long documents, consider splitting them into logical sections before uploading so it is easier to keep them updated.
Keep documents aligned with live policies
Because the bot answers based on your uploaded documents, it is important that those documents match your current policies and product behavior. Update documents when pricing or plans change, replace outdated FAQ content, and remove documents that are no longer relevant.
For more detailed control over how your bot learns from content, see Using Bot Templates and Using Bot Knowledge Interview Training.
Plan for future channels and embeds
Your first bot can later be used across multiple surfaces, including web widget embeds and lead capture experiences. When naming your bot and writing the welcome message, imagine how it will look in these different contexts so the experience feels consistent. To publish your bot on your site, see Embedding Bot on Website and Using Lead Capture Channels.
Common Questions
Ready to launch your first bot?
Name your bot, set a welcome message, and upload your first documents so AI Chat for Business can start answering customer questions today.
Create Your First Bot