Quick Start Guide

Sign Up

Navigate to /register to create your account. The first user becomes the organization owner.

Complete onboarding

The onboarding wizard at /admin/onboarding helps you set up:

• Brand color (hex code) for your widgets
• Assistant tone and guidance (Professional, Friendly, Casual, or Empathetic)
• Launch checklist tasks to track your progress

Add knowledge (Knowledge tab)

Choose how to build your knowledge base:

Upload Files

• Drag and drop files (PDF, Markdown, HTML, TXT)
• Multiple files supported
• Files are automatically processed and indexed

Crawl Your Website

• Enter any public URL
• Automatically crawl multiple pages
• Clean text extraction for best results

Set AI Guidance

• Choose tone: Professional, Friendly, Casual, or Empathetic
• Add custom instructions for your specific use case
• Set boundaries for what the AI should and should not do

Test your front desk (preview)

Before going live, thoroughly test the experience:

1. Chat with the preview widget in Install Widget → Widget to test responses
2. Review the event log to see retrieved knowledge chunks
3. Test handoff actions (check orders, create cases, etc.)
4. Iterate on content and settings based on results

Deploy (Install & Integrate)

Choose which experience to deploy, or use both:

Chat Widget

1. Navigate to the Install Widget area in the admin
2. Customize:
   • Colors and position
   • Welcome message
   • Quick replies
   • Theme (light/dark)
3. Copy the embed code
4. Paste before closing </body> tag on your website

Example embed code:

<script src="https://yoursite.com/embed.js"></script>
<script>
  window.fw('init', {
    primaryColor: '#10B981',
    welcomeMessage: 'Hi! How can I help you today?',
    quickReplies: 'Pricing, Demo, Contact',
    position: 'bottom-right',
    theme: 'light',
    apiKey: 'YOUR_PUBLISHABLE_KEY'
  });
</script>

Search Experience

1. Configure in the DEPLOY tab:
   • Accent color and launcher label
   • Hero title and subtitle
   • Suggestion prompts
   • Search mode (instant or detailed)
2. Copy the search embed code
3. Add it to your website

Example search code:

<script src="https://yoursite.com/search-embed.js"></script>
<script>
  window.rs('init', {
    accentColor: '#10B981',
    launcherLabel: 'Search Docs',
    position: 'bottom-left',
    heroTitle: 'Search our knowledge base',
    heroSubtitle: 'Get instant answers from our documentation',
    suggestions: 'Getting started|Pricing|API docs',
    mode: 'instant',
    backgroundStyle: 'glass',
    apiKey: 'YOUR_PUBLISHABLE_KEY'
  });
</script>