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Guides

Short walkthroughs for getting the most out of your assistant.

Getting started with your AI chatbot: first source to live site

Set up your AI chatbot in one sitting: add your first knowledge source, test answers in a private preview, then publish and put the chat widget on your website.

Writing good knowledge for your AI chatbot: short and current

Write knowledge your AI chatbot uses well: short current policies, one topic per snippet, import vs upload vs hand-written, and fixing bad answers.

Setting up chatbot handoff: admit what the AI doesn't know

Set up chatbot handoff the honest way: when the assistant admits it does not know, hours and away message, alerts, the shared inbox and hand-back timing.

Website chat for developers: cookie choice and signed-in customers

Control the website chat from your own code: pass a visitor's cookie choice for Microsoft Clarity recording, link chats to signed-in customers, forget them at sign-out, and open or close the chat.