Five steps to your own assistant
You create an account, add your website and documents as sources, review the first answers and embed the widget with a single line. If you would rather not walk that path yourself, book the setup and receive a finished assistant.
An assistant trained on your own content is not a project that runs for weeks — it is a manageable setup: name the sources, review the answers, approve them. This page describes the whole path so you know before signing up what to expect, what to have ready and where a decision is needed. What the assistant can do afterwards is described under Features; what it answers from, under Knowledge base.
1. Create the account and confirm your address
You enter company, name and email address and choose a password. The address is confirmed via a link before the account starts working, so the account provably belongs to a reachable mailbox. No payment method is required for this step.
2. Create the assistant
You create your first assistant: name, language or languages, tone of voice and how it handles questions it cannot answer. These settings determine how the assistant appears, not what it knows — that comes in the next step.
3. Add your sources
You enter your website address and upload documents, PDFs, FAQs or price lists. XICBOT reads the content, splits it into sections and makes it searchable. For every source you see when it was last read and how many sections came out of it.
4. Review and approve the answers
Before the assistant appears on your site, ask it the questions your customers actually ask. Every answer shows the source it came from. What is missing you add to the knowledge base; what sounds wrong you correct at the source rather than at the assistant.
5. Embed the widget
You copy one line into your website or shop template. From the next page view the assistant is visible. You define the permitted domains yourself, so the widget only loads where it belongs.
You enter company, name and email address and choose a password. The address is confirmed via a link before the account starts working, so the account provably belongs to a reachable mailbox. No payment method is required for this step.
You create your first assistant: name, language or languages, tone of voice and how it handles questions it cannot answer. These settings determine how the assistant appears, not what it knows — that comes in the next step.
You enter your website address and upload documents, PDFs, FAQs or price lists. XICBOT reads the content, splits it into sections and makes it searchable. For every source you see when it was last read and how many sections came out of it.
Before the assistant appears on your site, ask it the questions your customers actually ask. Every answer shows the source it came from. What is missing you add to the knowledge base; what sounds wrong you correct at the source rather than at the assistant.
You copy one line into your website or shop template. From the next page view the assistant is visible. You define the permitted domains yourself, so the widget only loads where it belongs.
What to have ready beforehand
Setup mostly takes as long as gathering the content takes. Anyone with the following at hand is through in one sitting. None of it is a prerequisite for signing up — you can create the account and add sources later.
Your website address
The home page is enough. XICBOT follows the internal links and reads the pages you release. Pages that do not belong in the knowledge base can be excluded.
Documents and price lists
Manuals, data sheets, brochures, FAQ collections and price lists as PDF or text file. The more concrete the material, the fewer questions stay open.
An address for handovers
When the assistant cannot proceed, it hands over to a human. That requires a mailbox or a form target that receives the enquiry together with the conversation.
Access to your website template
For the widget, one place where a line can be inserted before the closing body tag is enough: website builder, CMS, shop theme or tag management.
A contact for data protection
For the data processing agreement and the entries in your privacy policy. What is processed and for how long is described under Privacy and hosting.
Your most frequent questions
Ten to twenty real questions from phone, email and chat. They are the yardstick: what the assistant answers from them, it will answer in production too.
Set it up yourself or have it set up
Both lead to the same result; the difference is the effort on your side. Anyone who knows the content anyway and wants to shape the assistant personally will get there alone: the interface guides through sources, answers and embedding, and every step can be undone. Anyone without the time for gathering and reviewing can book the setup — then we collect the sources, set up the assistant, review the answers and hand over a finished result that you maintain yourself from then on.
Setup is a separate service
What is available immediately after signing up
- The application at /app with the areas Assistants, Knowledge, Tools, Conversations and Analytics — described in the manual.
- A test area where you ask questions without the widget being live on your website.
- The audit log: every change to assistant, sources and approvals with timestamp and the account that triggered it.
- Deletion of the account including its data, at any time and without asking us.
- Export of your conversations and your knowledge base, so the content belongs to you and not to the tool.
Frequent questions about signing up
Key takeaways
- Create the account, add sources, review answers, embed the widget — setup is a five-step path, not a project timeline.
- No payment method is required to sign up; billing starts with the operation of an assistant.
- Setup by us is a bookable service and changes nothing about the feature scope.
- What to have ready is manageable: website address, documents, an address for handovers and your most frequent customer questions.