Getting Started
A step-by-step guide to setting up your AI chatbot.
Follow these steps to get your AI chatbot up and running.
Choose an LLM Provider
Add an API key for at least one LLM provider (OpenAI, Anthropic, Google Gemini, DeepSeek, Mistral, or OpenRouter) and select a default chat model.
See Settings → Providers for details.
Make sure to set usage limits and budget alerts on your LLM provider's dashboard to avoid unexpected costs.
Write a System Prompt
Define the chatbot's personality, knowledge boundaries, tone, and response format.
See Settings → System Prompt for guidelines and examples.
Create a Workspace
Set up an isolated environment to group users, documents, and AI settings together. Add members who should have access.
See Workspaces for details.
Connect Your Apps
Give the chatbot access to external tools and services by configuring connectors — for example, connect Jira, GitHub, or internal APIs.
See Connectors for details.
Upload Documents
Build the chatbot's knowledge base by uploading files or configuring automated document sources like web crawlers or Jira.
See Knowledge Base for details.
Start Chatting
Open the main application, select your workspace, and ask the chatbot a question. You can also embed the chat widget into your website.