Activechat Manual
  • What is Activechat?
  • New? Start here
    • The basics
    • Set up your first project
    • Install the chat widget
    • Upload the knowledge
    • Explore the CRM
    • AI-assisted live chat
      • How to set context for AI hints
    • Live chat mobile app
    • Build your first automation
  • Conversational AI
    • For Customer Service Teams
    • For Product Managers
    • For Innovation Teams
    • For Marketers
    • For e-commerce
    • For developers
  • Help Guides
    • Setting up your team
    • Managing conversations
      • Customer attributes
      • User tags and segments
      • Searching for specific users
      • Agent tags (live chat groups and queues)
      • Triggering live chat sessions from the bot
      • Notifications with the TRIGGER block
    • Managing knowledge
      • Uploading business data
      • Question answering and live chat hints
      • Fine-tuning the large language model
    • Natural language automation
    • Building automations visually
      • Customizing your welcome message
      • Adding new skills
      • Navigating skills
      • Copying skills and blocks
      • Handling errors
    • Improving your virtual agent
    • Using live chat AI hints
    • Customizing automatic website page messages
    • Tracking website actions
    • Facebook Ads automation
      • How to set up a Facebook ads bot
      • How to use buttons and quick replies in a Facebook ads chatbot
    • Lead generation
    • Zapier integrations
    • Customizing your project
      • How to customize the chat widget
      • How to customize the Facebook chat widget
      • How to change bot settings
    • Pricing guide
  • Fundamentals
    • Terminology
      • Intents and entities
      • Contexts
      • Skills and events
        • Built-in system skills
          • /start
          • /default
          • /_default_fallback
          • /_start_live_chat
          • /_page_visit
          • /_error
      • Conversation elements
        • Messages
        • Buttons
        • Quick replies
        • Galleries / carousels
    • Messaging channels
      • Website chat widget
        • Installation
        • Customization
        • Voice input
      • Chat widget landing page
      • Facebook Messenger
        • Connect your page
        • 24 hour rule
        • Message tags
        • Persistent menu
      • Telegram
      • Email
      • Twilio SMS automation
    • Intents and bot skills
    • Conversation insights
    • Grow tools
      • Landing pages
      • Messenger links and QR codes
    • Broadcasting
  • Visual builder reference
    • Sending messages
      • TEXT
      • LISTEN
      • IMAGE
      • MEDIA
      • GALLERY
      • FILE
      • EMAIL
      • SMS
      • LEAD
    • Triggering events
      • SEND
      • CATCH
      • TRIGGER
      • LIVE CHAT
    • Manipulating data
      • DATA
      • ADD TAG
      • REMOVE TAG
      • JSON
      • STATUS
      • VALIDATION
    • Conditional logic
      • SWITCH
    • Timers and delays
      • TIMER
      • WAITFOR
      • WAITUNTIL
    • E-commerce blocks
      • CATEGORY
      • PRODUCT
      • VARIATIONS
      • SIMILAR
      • UPSELLS
      • CROSSSELS
      • Shopping carts
        • ADD TO CART
        • UPDATE CART
        • SHOW CART
        • CLEAR CART
        • CREATE ORDER
    • Natural Language
      • NLP
    • System attributes
    • System events
  • Integrations
    • Google services
      • Connect your Google account
      • Google Sheets
        • Searching and updating Google Sheets data
        • Building galleries with Google Sheets data
      • Google Calendar
        • Searching for events
        • Creating and updating events
    • Shopify
    • WooCommerce
    • Dialogflow
      • Building an agent
      • Using entities
      • Slot filling
      • Context management
      • E-commerce NLP
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  1. New? Start here

Set up your first project

PreviousThe basicsNextInstall the chat widget

Last updated 2 years ago

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First, create your virtual agent. and click the “New bot” button at the top.

You will be suggested to start from scratch or copy an existing project (if you already have one). For now, just choose "Start new" and click "Next".

Next, choose your primary language (it mostly affects the natural language understanding and natural language generation features), set the bot name, and (optionally) upload an avatar. This avatar will be used when your visitors will be interacting with your chat widget. Click "Next" when ready.

Now you can upload your business knowledge assets (URL links, PDF or DOC files, or conversation logs from another platform). We'll use that data to train and fine-tune the large language model (LLM) which will be able to answer questions that relate to this data. For exampl, if you upload a link to your F.A.Q., it will be automated instantly. If you send a link to your storefront, the bot will be answering questions about your products, etc.

That's all! Once your virtual agent is ready, you will be able to play around with its built-in smalltalk feature immediately. Clicking the "Get started" button will take you to the Intents manager (we'll talk about it later), and you can click the "Test your chatbot" button above to open the self-hosted chat widget in a new window.

Your virtual assistant is pretty basic now, and can do only basic small-talk (try phrases like "How are you?", "Are you a bot?", etc).

Now it's time to customize this agent so that it can bring real value to your customers. But first, let's see how to use the live chat feature.

Read more about knowledge management in Activechat
Open the dashboard