How to Use Chatbase

Getting started with Chatbase

In this guide, you'll learn how to create your first AI chatbot using Chatbase. You'll be able to upload documents, connect your website, and deploy a support bot tailored to your needs in just a few minutes.

Step 1: Sign up and set up

1. Go to Chatbase.co.
2. Click on the “Sign Up” button in the top right corner.
3. Enter your email address and create a password, or sign up using Google or Microsoft.
4. Check your email for a verification link and click on it to activate your account.
5. Once logged in, you’ll be taken to the dashboard where you can start building your chatbot.

Step 2: Your first chatbot

1. Click on the “Create Bot” button on your dashboard.
2. Choose a name for your bot and select a template that suits your needs (e.g., FAQ, support).
3. Upload documents that contain the information you want your bot to use. Click “Upload Document” and select files from your device.
4. After uploading, click on “Train Bot” to let Chatbase process your documents.
5. Once training is complete, click on “Test Bot” to interact with your chatbot and ensure it responds correctly.

Step 3: Get better results

1. Use the “Settings” menu to adjust your bot’s response style. You can choose between formal, friendly, or concise responses.
2. Add FAQs or specific questions under the “Knowledge Base” section to guide your bot’s responses.
3. Use the “Integrations” tab to connect your bot to your website. Click on “Add Integration” and follow the prompts to generate the embed code.
4. Regularly monitor the “Analytics” section to see how users are interacting with your bot and adjust training data accordingly.

Pro tip

Regularly update the documents you upload and re-train your bot to keep it current with new information. You can set reminders to do this monthly.

Common mistake to avoid

A common mistake is skipping the training phase after uploading documents. Always ensure you click “Train Bot” after adding new data to improve response accuracy.