Quick Start Guide

This guide takes you from a new account to an AI agent answering on your website. Do the five steps in order. Each step tells you exactly where to click, what you will see and why it matters. Most people finish in under half an hour.

1. 1Create
2. 2Teach
3. 3Test
4. 4Install
5. 5Go live

Before you start

• A Botvee account — Sign up on botvee.ai. The Free plan is enough to follow this guide
• Your website address — The agent learns from your public pages. Pages behind a login cannot be read
• Your key documents — Price list, delivery and return policy, FAQ. PDF, Word or text files all work
• Access to your website — The admin login for WordPress or Shopify, or someone who can edit your site’s code

Step 1 — Create your AI agent

The agent is the assistant that will talk to your customers. You give it a name, a tone and simple instructions.

1. 1

   Open My AI Agents

   In the side menu, click My AI Agents. This page lists every agent you own. It is empty on a new account

2. 2

   Click “Create agent”

   You see ready-made templates for common businesses, such as online stores and service businesses. Pick the one closest to yours, or click “Start from Scratch” to write everything yourself

3. 3

   Fill in the details

   Type the agent’s name (customers see it in the chat header), your website address, your business category and the tone it should use, for example friendly or formal. The instructions box is filled in from the template; read it and change anything that does not fit your business

4. 4

   Click “Next Step”

   Botvee scans your website and shows its pages, plus any files you have uploaded. Tick the ones the agent should learn from. Start with Home, About, Pricing, Delivery and FAQ pages

5. 5

   Click “Create & Train AI Agent”

   The agent is created and starts learning straight away. You can leave the page; training carries on in the background

Step 2 — Teach it more

Your agent only knows what you give it. If a customer asks about something that is not in its content, it will say it does not know and offer help from your team. So add the information customers ask about most: prices, delivery times, return rules and opening hours.

1. 1

   Add pages or files

   Open Dashboard → Knowledge Base. Click “Add website” to add more pages, or “Upload files” to add documents such as a PDF price list

2. 2

   Give them to the agent

   Go to My AI Agents, open the menu on your agent’s card, click “Assign Knowledge”, tick the new items and click “Save & Train AI Agent”. Adding a file to the library alone does not teach the agent; assigning it does

3. 3

   Watch progress

   Open Dashboard → Task Monitoring. Each page shows Success, Failed or Pending. Click “Retry” on a failed one

Step 3 — Test it

1. 1

   Open the Playground

   Click Dashboard → Playground and pick your agent from the list

2. 2

   Ask real questions

   Type the ten questions customers ask you most, for example “How much is delivery to Lahore?”

3. 3

   Check each answer

   Compare prices and policies with your website. They must match exactly

4. 4

   Fix weak answers

   Give a thumbs down, then click “Open Knowledge Base” and add the missing information. Train again and ask the same question once more

Step 4 — Put it on your website

1. 1

   Open Integrations

   In the side menu, click Integrations. You see a card for every channel Botvee supports

2. 2

   Pick your website type

   Click “Connect” on WordPress, Shopify, or Custom Website for any other site

3. 3

   Follow the short steps in the window

   WordPress and Shopify need no code. For a custom site you copy one piece of code into your site. Each method is explained step by step on the Installation page

Step 5 — Go live

1. 1

   Open your website

   Use a private (incognito) window so you see what a new visitor sees

2. 2

   Find the chat button

   It appears in the bottom corner of the page. Click it to open the chat window

3. 3

   Send a test message

   Ask a real question and check the reply

4. 4

   Find your chat in the dashboard

   Every chat shows up in Dashboard → All Chats, and chats that need a person show in Dashboard → Inbox

The parts of the chat widget

YSYour storeAI assistant · Replies in seconds

YSYour store · AI assistant

Hi! Ask me about pricing or delivery.

Do you ship to Karachi?

YSYour store · AI assistant

Yes. It takes 2 to 3 days, and cash on delivery is available.

Type your message...

Secure chatPowered by botvee.ai

1. 1HeaderAgent name, your logo and live status — all customisable
2. 2MessagesSeparate colours for AI, visitor and human agent bubbles
3. 3Chat optionsTalk to a person, Report a problem, Give feedback, End chat — shown based on your Agent Settings
4. 4Input areaText, voice notes, photos and documents
5. 5Footer“Powered by Botvee”, removable on the Pro plan

What happens next

From now on the agent answers every visitor who opens the chat. It asks interested visitors for their details, offers a support ticket or a person from your team when it cannot help, and saves every conversation. You can change how it looks in Dashboard → Customization and how it behaves in Dashboard → Agent Settings at any time, without touching your website again.

Good to know

• Each AI reply uses 10 credits, including replies in the Playground
• The Free plan includes 500 credits every month
• You can stop the agent at any time with “Deactivate” in the agent’s menu, without deleting anything

Troubleshooting

• Training failed on some pages — The page may be behind a login or blocked. Open Dashboard → Task Monitoring, read the error and click “Retry”
• The agent says it does not know — The information is not in its content yet. Add it in the Knowledge Base and assign it to the agent
• The chat button does not show on your site — Clear your caching plugin and test in a private window. See Troubleshooting
• The agent stopped replying — Check Dashboard → Billing → Usage. You may have used all your credits