Getting Started Guide

Welcome to our chatbot setup! Follow these simple steps to register, enter/upload your data, activate and download the HTML code for your chatbot.

Register on Our Website
  • Visit the Registration Page: Go to our website and click on the "Register" button.
  • Fill Out the Registration Form: Enter the required information, email address, and password.
  • Submit Your Registration: Click on the "Submit" button to complete your registration.
Access the Dashboard
  • Log In: After registering, return to our website and log in with your credentials.
  • Navigate to Dashboard: After login you will be redirected to dashboard
Upload your data

Step a: select "Menu file upload" and then upload.

You can optionally upload a Menu file to provide additional website information and useful links for the chatbot. The Menu file is optional and can be skipped if you do not need it.

, menu contains policy related links internally it copies the text for Q and A

Step b: Upload your URL in the following format:

Menu Key,	Policy,				Description,			URL
menu1,		privacy_policy,			Privacy_Policy,		https://mywebsite.com/Privacy
menu2,		terms_and_condition,	Terms_And_Condition,	https://mywebsite.com/termsandcondition
menu3,		offerings,				offerings,				https://mywebsite.com/
menu4,		help_page,			help_page,			https://mywebsite.com/help
menu5,		contact_page,			contact_page,			https://mywebsite.com/contact
name,		mybrandname,,         ,
                

for mybrandname above, you can leave it empty but ,, is required

Step c: Press the "Save" button to save changes. Wait for sometime for the system to load your url data for Chatbot Q and A.

Step d: Press "Product File Upload" and upload your product data using either of the following formats:

Option 1: Flat File

The flat file uses ~ (tilde) as the column separator. The first row must contain the column names.

The required columns are:

  • id – Product ID
  • title – Product title
  • url – Product URL or handle
  • price – Product price
  • description – Product description
  • product_type – Product category/type

The columns can be placed in any order. The system identifies each field using the column name.

See sample data below. You can use it as it is for testing:

id~title~url~price~description~product_type
900001~Modern Wooden Study Desk~modern-wooden-study-desk~149.99~A compact wooden study desk designed for home offices, students and everyday workspace use.~Furniture
900002~Ergonomic Office Chair~ergonomic-office-chair~229.50~An ergonomic office chair with adjustable height and comfortable back support for long working sessions.~Furniture
900003~LED Desk Lamp~led-desk-lamp~39.99~A modern LED desk lamp with adjustable brightness for studying, reading and office work.~Lighting
900004~Bamboo Laptop Stand~bamboo-laptop-stand~54.95~A lightweight bamboo laptop stand that helps create a comfortable working position.~Office Accessories
900005~Wireless Keyboard~wireless-keyboard~79.99~A slim wireless keyboard suitable for home offices, classrooms and everyday computer use.~Electronics
900006~USB-C Charging Hub~usb-c-charging-hub~64.50~A compact USB-C hub providing convenient connectivity for laptops and other compatible devices.~Electronics
900007~Minimalist Wall Clock~minimalist-wall-clock~45.00~A simple minimalist wall clock designed to complement modern home and office interiors.~Home Decor
900008~Adjustable Monitor Stand~adjustable-monitor-stand~89.99~An adjustable monitor stand that provides additional desk organization and viewing comfort.~Office Accessories
900009~Cotton Office Cushion~cotton-office-cushion~29.95~A soft cotton cushion designed to provide additional comfort while working or studying.~Home Accessories
900010~Wooden Storage Cabinet~wooden-storage-cabinet~189.00~A practical wooden storage cabinet for organizing office supplies, documents and household items.~Furniture

Option 2: JSON

The upload file must contain a single column named json. The JSON object should contain a products array with the product information. See sample below, you can use it as it is to test.

See sample data below:

json
{
  "products": [
    {
      "id": 900001,
      "title": "Modern Wooden Study Desk",
      "handle": "modern-wooden-study-desk",
      "body_html": "A compact wooden study desk designed for home offices, students and everyday workspace use.",
      "published_at": "2026-08-01T10:00:00+05:30",
      "created_at": "2026-07-20T10:00:00+05:30",
      "updated_at": "2026-08-02T10:00:00+05:30",
      "vendor": "Demo Store",
      "product_type": "Furniture",
      "tags": [
        "desk",
        "wood",
        "office",
        "home"
      ],
      "variants": [
        {
          "id": 910001,
          "title": "Natural Wood",
          "option1": "Natural Wood",
          "option2": null,
          "option3": null,
          "sku": "DSK-001",
          "requires_shipping": true,
          "taxable": true,
          "featured_image": null,
          "available": true,
          "price": "4999.00",
          "grams": 8500,
          "compare_at_price": null,
          "position": 1,
          "product_id": 900001,
          "created_at": "2026-07-20T10:00:00+05:30",
          "updated_at": "2026-08-02T10:00:00+05:30"
        }
      ],
      "images": [
        {
          "id": 920001,
          "created_at": "2026-07-20T10:00:00+05:30",
          "position": 1,
          "updated_at": "2026-07-20T10:00:00+05:30",
          "product_id": 900001,
          "variant_ids": [],
          "src": "https://cdn.example.com/products/desk.jpg",
          "width": 800,
          "height": 800
        }
      ],
      "options": [
        {
          "name": "Color",
          "position": 1,
          "values": [
            "Natural Wood"
          ]
        }
      ]
    },
    {
      "id": 900002,
      "title": "Cotton Casual Backpack",
      "handle": "cotton-casual-backpack",
      "body_html": "Lightweight cotton backpack suitable for travel, school and daily activities.",
      "published_at": "2026-08-01T11:00:00+05:30",
      "created_at": "2026-07-21T11:00:00+05:30",
      "updated_at": "2026-08-02T11:00:00+05:30",
      "vendor": "Demo Store",
      "product_type": "Accessories",
      "tags": [
        "backpack",
        "travel",
        "cotton",
        "bag"
      ],
      "variants": [
        {
          "id": 910002,
          "title": "Black",
          "option1": "Black",
          "option2": null,
          "option3": null,
          "sku": "BAG-001",
          "requires_shipping": true,
          "taxable": true,
          "featured_image": null,
          "available": true,
          "price": "1499.00",
          "grams": 500,
          "compare_at_price": null,
          "position": 1,
          "product_id": 900002,
          "created_at": "2026-07-21T11:00:00+05:30",
          "updated_at": "2026-08-02T11:00:00+05:30"
        }
      ],
      "images": [
        {
          "id": 920002,
          "created_at": "2026-07-21T11:00:00+05:30",
          "position": 1,
          "updated_at": "2026-07-21T11:00:00+05:30",
          "product_id": 900002,
          "variant_ids": [],
          "src": "https://cdn.example.com/products/backpack.jpg",
          "width": 800,
          "height": 800
        }
      ],
      "options": [
        {
          "name": "Color",
          "position": 1,
          "values": [
            "Black"
          ]
        }
      ]
    }
  ]
}

Step e: Give some time to generate data for the chatbot. Click on "Setting/Status" to check the status. It will state "System is READY" or "NOT READY".

Step f: Click Testing button, ask question based on your website. Check the results.

Step g: Click on "Download HTML/Get BIO URL link":

  • Enter your website URL and click "Download HTML and post above </body> tag". This will generate the token and the One Link URL.
  • If the URL is not visible, refresh by clicking "Setting/Status" then "Download HTML/Get BIO URL link" again.
  • Copy the URL and place it on your website.
  • Copy the URL and place it on your website.

Step h: After successful testing. Go to settings and click on enable chatbot and save