This guide is for teams that want results fast. No long setup, no complicated configuration. Just the essential steps to get your AI chatbot live and answering real customer questions today.
Before you start
- circle A KnowFlows account (free trial)
- circle At least one document: a PDF, Word file, or a URL with help content
- circle Access to add a script tag to your website (or your CMS's embed area)
Minute 1 - Create your chatbot
After logging in, click "New Chatbot" in the dashboard. Give it a name that matches your product or use case (e.g. "Support Bot" or "Product Helper"). This name is internal - it will not appear to your customers unless you configure it to.
Minutes 2–3 - Add your knowledge
Go to the Knowledge tab and upload your first document or paste a URL. KnowFlows will crawl and index the content automatically. For a quick test, paste your public help-center URL or upload a single FAQ PDF.
You can always add more sources later. Starting with one clean document is better than dumping everything in at once.
Minute 4 - Test in the preview
Open the chat preview and ask a question your customers commonly ask. If the answer looks good, you are ready to deploy. If not, check that your source document clearly answers that question - the AI can only retrieve what exists in the index.
Minute 5 - Go live
Click the Deploy tab, copy the JavaScript snippet, and paste it into your website before the closing </body> tag. Save, reload your site - the chat bubble is live.
- 1 Deploy tab → copy snippet
- 2 Paste into your site's HTML
- 3 Reload and test on the live page
What to do on day 2
Check the Analytics tab after 24 hours. Look at "Unanswered questions" - these are the topics your chatbot could not find answers for. Add documentation covering those topics, re-index, and your deflection rate climbs automatically.