Creating your first chatbot

This guide walks you through creating your first External AI Chatbot step by step.

The process is structured, guided, and takes only a few minutes.

Step 1: Open the chatbot section #

1. Go to Smart Bots
2. Click AI Bots
3. Select Add New Chatbot

You’ll now enter the chatbot creation flow.

Step 2: Configure (basic behavior) #

This step defines what your chatbot is and how it behaves.

Required fields #

• Chatbot TitleThe name of your chatbot (internal and public-facing).
• Bubble MessageShort message shown on the chat trigger (example: “Hey there, how can I help you?”).
• Welcome MessageThe first message users see when the chat opens.
• Chatbot InstructionsRules and guidance for how the chatbot should behave and answer.
• Do Not Go Beyond InstructionsEnable this to strictly limit the chatbot to your defined scope.

Language #

Choose how the chatbot responds:

• Auto
• English
• German

Interaction type #

Select how conversations are handled:

• AI & Human Agent (recommended)
• Only AI
• Only Human Agent

If human handoff is enabled, you can define a Connect Message shown when a request is forwarded to a human.

Click Next to continue.

Step 3: Customize (look & UI) #

This step controls how the chatbot looks on your website.

You can customize:

• Logo or avatar
• Accent color
• Header background (solid, gradient, or image)

Optional UI features:

• Email collection
• Contact us button
• Emojis
• Helpful links (Help Center, product tour, etc.)
• Show logo
• Show date & time
• Transparent trigger
• Trigger avatar size
• Position (left or right)
• Footer links (WhatsApp, Telegram, custom links)

This step is visual only — it does not affect answers.

Click Next.

Step 4: Train (optional but recommended) #

Training personalizes your chatbot with your own content.

You can train using:

• Website URLs
• PDF files
• Text
• Q&A

Website training example #

1. Add a URL
2. Fetch pages
3. Select which pages to include
4. Train

Each selected page will be marked as Trained once processed.

You can delete or retrain sources at any time.

Click Train GPT, then Next.

Step 5: Test & Embed #

Your chatbot is now ready.

Test #

• Ask sample questions
• Verify tone and accuracy
• Confirm answers match your content

Embed on your website #

Copy the embed code and paste it into your website (usually before </body>):

<script defer 
  src="https://app.allosai.com/vendor/chatbot/js/external-chatbot.js"
  data-chatbot-uuid="YOUR-CHATBOT-ID"
  data-iframe-width="420"
  data-iframe-height="745"
  data-language="en">
</script>

You can adjust:

• Width
• Height
• Language

Once added, the chatbot appears automatically on your site.

Click Next.

Step 6: Channels (optional) #

You can extend the same chatbot to messaging platforms:

• Telegram
• Facebook Messenger

Each channel shows:

• Channel ID
• Connection status
• Available actions

This lets users interact with your chatbot outside your website, using the same logic and training.

You’re done 🎉 #

You’ve successfully:

• Created a chatbot
• Defined behavior and appearance
• Trained it with your content
• Embedded it on your website
• Optionally enabled messaging channels

Your External AI Chatbot is now live and ready to engage users, answer questions, and capture leads automatically.