# User Guide

[**ChatofAI**](https://chatof.ai) is a user-friendly tool that **requires no coding** knowledge. With its intuitive drag-and-drop interface and support for imports (**PDF**, **Docx**, **Markdown**, **TXT**, **CSV**, **Excel**) and **web scraping**, you can easily train your chatbot with specialized knowledge. It takes just 5 minutes to set up.  

In this article, we'll walk you through exactly how to create your own chatbot with ChatofAI and explore its features and user cases.

#### Table of contents

* [How it works](#how-it-works)
  * [Step 1: Import your data](#step-1-import-your-data)
  * [Step 2: Customize your chatbot appearance](#b8e0)
  * [Step 3: Set your chatbot to collect leads](#id-3d46)
  * [Step 4: Integrate with Your Websites and Favorite Tools](#id-336c)
  * [Step 5: Monitor and retrain your chatbot](#deb2)
  * [Step 6: Secure your Chatbot to prevent misuse](#step-6-secure-your-chatbot-to-prevent-misuse)
* [Features](#id-4_next_steps_53)
  * [Reliable AI assistant](#reliable-ai-assistant)
  * [Leads generator](#leads-generator)
  * [Advanced dashboard](#advanced-dashboard)
* [User cases](#user-cases)
  * [Website customer support](#website-customer-support)
  * [Internal Q\&A & personal AI assistant](#internal-q-and-a-and-personal-ai-assistant)

## How it works

By following these instructions, you can customize your chatbot’s function to suit your needs. Create your chatbot, give it a personalized name, and follow the 6 steps below:

* [Step 1: Import your data](#step-1-import-your-data)
* [Step 2: Customize your chatbot appearance](#b8e0)
* [Step 3: Set your chatbot to collect leads](#id-3d46)
* [Step 4: Integrate with Your Websites and Favorite Tools](#id-336c)
* [Step 5: Monitor and retrain your chatbot](#deb2)
* [Step 6: Secure your Chatbot to prevent misuse](#step-6-secure-your-chatbot-to-prevent-misuse)

### **Step 1: Import your data**

Easily import your data from files (**PDF**, **Docx**, **Markdown**, **TXT**, **CSV**, **Excel**) or websites, and [**ChatofAI**](https://chatof.ai) will train your chatbot using that data.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2Fu5pmVEuNQdGemrPM3TbH%2Fimage.png?alt=media&#x26;token=32fbc5cb-8559-41ae-8d20-c1bcbd976fa7" alt=""><figcaption><p>import your data</p></figcaption></figure>

### Step 2: **Customize your chatbot appearance** <a href="#b8e0" id="b8e0"></a>

Customize your chatbot’s appearance, including **logo**, **chat bubble background**, **message color**, **welcome messages**, and **sample questions**, to align with your brand and website theme. Preview the changes while customizing.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FuldNfZ5wzWXx88CKFlh3%2Fimage.png?alt=media&#x26;token=5fdbac5e-1ddb-41cb-be74-537977266c9d" alt=""><figcaption><p>customize your chatbot appearance</p></figcaption></figure>

### Step 3: **Set your chatbot to collect leads** <a href="#id-3d46" id="id-3d46"></a>

Customize your **lead form** for your chatbot to collect contact information from your customers so you can follow up later.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FJ0omkFxQAPFq30YVoCAF%2Fimage.png?alt=media&#x26;token=79127b07-d61d-4a3f-9ed0-d4685c26389a" alt=""><figcaption><p>s<strong>et your chatbot to collect leads</strong></p></figcaption></figure>

### **Step 4: Integrate with Your Websites and Favorite Tools** <a href="#id-336c" id="id-336c"></a>

Integrate into your websites, apps, and favorite tools like Slack, Telegram, and more, and easily have a 24/7 AI assistant.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FNSUNVcfqeKOQZAzpKq9m%2Fimage.png?alt=media&#x26;token=65f4a2f4-4e6e-440e-b27c-fa69923fd2b8" alt=""><figcaption><p>i<strong>ntegrate with Your Websites and Favorite Tools</strong></p></figcaption></figure>

### Step 5: Monitor and retrain your chatbot <a href="#deb2" id="deb2"></a>

Get insights into your chatbot’s interactions with your customers on our dashboard and use them to improve its performance.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FFGGJy6k2qmNz8PEHjWB5%2Fimage.png?alt=media&#x26;token=98519b77-dc8d-4a8b-9d26-8c23b1c309cb" alt=""><figcaption><p>monitor and retrain your chatbot</p></figcaption></figure>

### Step 6: Secure your Chatbot to prevent misuse

To ensure the security of your chatbot, you can configure its **Visibility** and **IP/Domain** settings as follows:

1. For personal use, set the **Visibility** to **Private**.
2. If you intend to share your chatbot with others, set the **Visibility** to **Public**. Additionally, you can specify the **IP Addresses** of users who can access your chatbot if necessary.
3. If you plan to embed the chatbot as a widget on a website or as an H5 page within an app, you can set the allowed **Domains** and **IP Addresses** for chatbot access.

## Features <a href="#id-4_next_steps_53" id="id-4_next_steps_53"></a>

Everything you need for your no-code AI chatbot.

### Reliable AI assistant

Every AI response is backed by citations in our QA mode, allowing users to access the source page from the answer's references. Additionally, you can set up query strings to track chatbot-generated orders on each URL.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FGkKTVfu1aVnXT5c8gGh1%2Fimage.png?alt=media&#x26;token=94583371-22d0-4d55-a762-f2d2044cb40f" alt=""><figcaption><p>every AI response is backed by citations</p></figcaption></figure>

### Leads generator

AI can't solve 100% of customer problems, but you can customize your chatbot inquiry form by setting up the form fields and display options, making it easy for users to leave their contact information for later follow-up.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FMzPDqADoopMADsCOOzk8%2Fleads%20generator.png?alt=media&#x26;token=51268e26-fce0-46a5-b1d1-902b085de296" alt=""><figcaption><p>set up your chatbot to collect leads so you can follow up later.</p></figcaption></figure>

### Advanced dashboard

Get insights into your chatbot’s interactions with your customers and use them to improve its performance.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2Fykirql6xwLHacjfEQaTv%2Fadvanced%20Dashboard.png?alt=media&#x26;token=5a558abc-5e86-4b63-b53c-aa8e83a0b6f5" alt=""><figcaption><p>get insights into your chatbot’s interactions with your customers</p></figcaption></figure>

**`Multiple Data Sources`**

Import data from files (PDF, Doc, Markdown, TXT, Excel, CSV), Question-and-Answer pairs, and web pages (Website, Sitemap, URL) to train your chatbot.

**`Customizations`**

Customize the appearance of your chatbot (logo, color, welcome messages) to match your brand's style and website theme.

**`Whitelabel`**

Supports white labeling, removing ChatofAI branding.

**`Privacy & Security`**

Your data is hosted on secure servers with robust encryption and access control.

**`Integrations`**

Connect your chatbot to your website and your favorite tools like Slack, Telegram, and more.

**`Powerful AI Models`**

We used the gpt-3.5-turbo-16k model, which we believe is the most cost-effective and suitable model with appropriate context length for QA.

**`80+ Languages`**

Our chatbot detects and responds in the user's language, and supports specifying a specific language for the chatbot to reply.

## User cases

### Website customer support&#x20;

Here is the data displayed on Google search regarding [**how long can website customer wait for response**](https://www.google.com/search?q=how+long+can+website+customer+wait+for+response)**:**

<mark style="color:green;">41% of consumers expect an email response within 6 hours of sending their request, while only 21% see one business day as an acceptable waiting time. Of customers using an online platform, 71% expect live assistance within 5 minutes of attempted contact.</mark>

While not entirely precise, these figures still highlight potential issues. Customers might leave because they did not receive a timely response.&#x20;

Indeed, it would be great if the website had an AI chatbot that could automatically answer user questions based on their professional docs and provide support by leaving their contact information so you can follow up later. With the advancement of AI technology, we can address customer inquiries more effectively and efficiently, enhancing website user experience while improving efficiency and reducing costs. It can also increase the conversion rate to help the website gain more orders.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FYdqGdNcLFLVwkhtC07aR%2Fwebsite%20customer%20support.png?alt=media&#x26;token=4cf2afc5-c1d3-45ab-b36e-a5e5e325d07a" alt=""><figcaption><p>website customer support</p></figcaption></figure>

### Internal Q\&A & personal AI assistant&#x20;

While we are still in the early days of using AI in the workplace, chatbots can serve as powerful tools to enhance various aspects of your professional life, from team communication to career development. Specific use cases include **internal knowledge retrieval within organizations**, involving HR, administration, finance, legal, and other functional departments.&#x20;

You can bring the power of chatbots to your team by integrating it into Slack, Telegram, or other tools for internal Q\&A or as a personal assistant.&#x20;

This significantly boosts their work efficiency, saving them from the hassle of repeating explanations over and over to colleagues.

<figure><img src="https://543652368-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZGXxzmub76iILU3XH4DB%2Fuploads%2FY27uIRpJFotRcQ9OG4tX%2FInternal%20Q%26A.png?alt=media&#x26;token=d4f5e035-623d-4191-aed4-328a5b8389fa" alt=""><figcaption><p>internal Q&#x26;A &#x26; Personal AI Assistant</p></figcaption></figure>

## Next step <a href="#id-4_next_steps_53" id="id-4_next_steps_53"></a>

The above are all the basic configurations for your chatbot that ensure that your chatbot can better serve you. In the next article, we will inform you [**How to Improve Your ChatofAI Chatbot's Response Quality**](https://docs.chatof.ai/getting-started/how-to-improve-your-chatofai-chatbots-response-quality) so that it can serve you even better.