DoxyChat
Doxy Chat

Magic Onboarding

Let our assistant guide you through setting up your first chatbot automatically.

This article is available in: Français

Set up your first chatbot with Magic Onboarding

Let our setup assistant guide you to create a working chatbot in under 2 minutes.

Introduction

From your very first login to DoxyChat, you’re welcomed by the Magic Onboarding. This smart assistant was designed to simplify technical setup and let you deploy your first conversational agent without any coding skills.

The process takes place in 4 simple, visual steps.

Step 1: Chatbot Identity

The first step is to define your assistant’s identity card.

  1. Chatbot Name: Give it a name (e.g., “Support Assistant”, “Julie HR”). This is the name that will appear at the top of the chat window for your visitors.
  2. Target Website: Enter the address (URL) of the site where you plan to install the chatbot (e.g., https://my-site.com).
    • Why? This automatically pre-configures security (Allowlist) to prevent other sites from using your chatbot without your knowledge.

Step 2: Data Sources

This is where you pass your knowledge to the chatbot. The interface is split into two areas for clarity.

  1. Add content (Left):
    • Files: Drag and drop your PDF, DOCX, or TXT files directly into the dedicated area.
    • Website: Enter your site’s URL so our crawler automatically reads your public pages.
  2. Real-time tracking (Right):
    • As soon as you add them, your sources appear in the list on the right.
    • You’ll see statuses update in real time: from In progress (orange) to Completed (green) once the AI has ingested and understood the document.

Tip: You don’t need to wait for processing to finish to move on to the next step. The work happens in the background.

Step 3: Personality and Intelligence

Define your assistant’s behavior and tone by selecting a “Prompt Family.”

  1. Choose an archetype: Select one of the suggested visual cards:
    • Customer Support: Empathetic, patient, and solution-oriented.
    • Sales: Dynamic, persuasive, and sales-focused.
    • Technical: Precise, concise, and factual.
  2. Language: Default is “Auto-detect,” but you can force the chatbot to speak only French or English if needed.

Step 4: Magic Integration

The final step lets you preview and install your chatbot. You have two options:

If you have access to your site’s HTML file:

  1. Drag and drop your index.html file into the “Magic Injection” area.
  2. DoxyChat automatically inserts the required code in the right place.
  3. Download the modified file, ready to be uploaded.

Option B: Manual code (Standard)

  1. Copy the code snippet (JavaScript snippet) shown on screen.
  2. Paste it into your website’s code, just before the closing </body> tag.

Once finished, click Go to Dashboard. Your chatbot is now ready, trained, and configured!