Set the bot name, choose an avatar, write the greeting, add starter prompts, and decide how the AI should introduce itself.
Install the snippet on your site, preview the placement, and compare how the experience feels on live pages before rollout.
Use website pages, FAQs, and text training so the assistant responds with your company context instead of generic filler.
Go live, review handoff cases, tighten weak answers, and keep improving as real visitors teach you what matters most.