1. Create a chatbot
Open Bots and select Create chatbot. Give it a name and a short persona describing the tone you want it to use with customers.
2. Add knowledge sources
In Training, add URLs, upload files, or write Q&A pairs. Indexing runs in the background and reports when the assistant is ready to answer.
3. Embed and monitor
Copy the embed snippet from Embed & Share, then watch the Inbox and Knowledge gaps panels to see which questions need better sources.