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

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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.

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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 for live site content
  • 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 or Chat Experience -> Customize. Set the theme, height, position, border radius, colors, and starter suggestions. The current customization flow can also generate production iframe embed code for the selected channel. You can still use the WebChat public key with the full embed steps in Embed WebChat.
6

Test the full flow

Use Playground (open in app) to simulate a customer conversation. Then open Inbox (open in app) and confirm the conversation appears, the bot responds correctly, and the channel status stays healthy.

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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.

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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.

Billing and usage

Plan status, credits, and billing.

Glossary

Product terms and definitions.

BoundBot documentation

Full docs map and home.