Before You Begin

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Watch the Prep Walkthrough

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Purpose

Set expectations and reduce onboarding friction by gathering the essentials upfront.

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What to Prep

Before setting up your chatbot, have these basics ready so you can flow through onboarding without backtracking.

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Core Details

• Business name
• Website URL (recommended)
• Description of your products or services
• Target audience or buyer persona summary

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Optional Extras

• Logo files
• Analytics IDs (GA / GTM, Meta Pixel)
• Any must-include FAQs or offer copy

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Technical Access

• Access to your website or CMS admin panel
• Permission to add a script to your site footer

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Time Required

• Budget 10–15 minutes for the full setup (video walkthrough is under 3 minutes if you want a refresher).