Skip to main content
Use this guide when you want to go from a fresh account to a working customer-facing bot as fast as possible.

​
Before you start

  • Make sure you know what brand, website, and support tone you want the bot to use.
  • Prepare at least one FAQ answer, policy snippet, or product detail to seed the bot.
  • If you plan to embed WebChat on a site today, have the allowed origin ready, such as https://example.com.
This guide assumes the standard BoundBot cloud setup. Onboarding creates the baseline workspace and default WebChat channel so you can move straight into content and testing.

​
Launch in six steps

1

Create your team

Sign up, then finish the onboarding wizard. BoundBot asks for your business name, industry, website, bot tone, welcome message, and an optional starter FAQ.
Onboarding creates a team, one bot, a default WebChat channel, and a free subscription with credits.
2

Review the bot

Open Bots (open in app) and check the bot name, welcome message, system prompt, and AI reply toggle. On Pro and Business, you can also decide whether Pro Mode should be on for this bot. Update anything that should match your business voice before you go live.
3

Add real knowledge

Open Knowledge base (open in app) and add content the bot can trust. Start with one or more of these:
  • FAQ items for support, pricing, returns, or onboarding
  • Files such as PDF guides, docs, or menus
  • Website sources that classify product pages into Products and other pages into FAQ-style knowledge
  • Products if you want the bot to recommend catalog items
4

Connect or review WebChat

Open WebChat (open in app). If onboarding already created a channel, review its bot assignment and allowed origins. If not, click Connect WebChat and create one.
5

Customize the widget

Open Settings → Customize Widget. Set the appearance, size, position, branding, chat behavior, page visibility, and starter suggestions. Save the channel, then copy its script or direct-iframe code from the Install tab. See Embed WebChat for the full installation and visitor identity flow.
6

Test the full flow

Use Playground (open in app) to simulate a customer conversation. Then test the real WebChat widget, including an image or voice call if you plan to offer them. Open Inbox and confirm the conversation, attachments or transcript, bot reply, and channel status.

​
Keep these assets ready

Prepare your welcome message, tone, escalation rules, and reply boundaries before you tune the bot.
Gather the highest-signal FAQ answers, policy text, product details, or internal guides you want the bot to rely on first.
Have your allowed origins, provider accounts, and bot assignment plan ready so channel setup does not stall after onboarding.

​
What to do next

Authentication and onboarding

Login, invite, and password reset flows.

Channels overview

Add and manage more channels.

Knowledge base

Improve bot answers with trusted content.

Actions and workflows

Lead capture, booking flows, and automation.

Scheduling

Publish services and availability when customers need appointments.

Billing and usage

Plan status, credits, and billing.

Glossary

Product terms and definitions.

BoundBot documentation

Full docs map and home.