> ## Documentation Index
> Fetch the complete documentation index at: https://boundbot.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Quickstart guide to launch your first BoundBot AI agent, connect WebChat, add knowledge, and test live conversations.

Use this guide when you want to go from a fresh account to a working customer-facing bot as fast as possible.

## Before you start

* Make sure you know what brand, website, and support tone you want the bot to use.
* Prepare at least one FAQ answer, policy snippet, or product detail to seed the bot.
* If you plan to embed WebChat on a site today, have the allowed origin ready, such as `https://example.com`.

<Info>
  This guide assumes the standard BoundBot cloud setup. Onboarding creates the baseline workspace and default WebChat channel so you can move straight into content and testing.
</Info>

## Launch in six steps

<Steps>
  <Step title="Create your team">
    Sign up, then finish the onboarding wizard. BoundBot asks for your business name, industry, website, bot tone, welcome message, and an optional starter FAQ.

    <Check>
      Onboarding creates a team, one bot, a default WebChat channel, and a free subscription with credits.
    </Check>
  </Step>

  <Step title="Review the bot">
    Open <a href="/guides/bots"><b>Bots</b></a> (<a href="https://www.boundbot.com/dashboard/bots" target="_blank" rel="noopener noreferrer">open in app</a>) and check the bot name, welcome message, system prompt, and AI reply toggle. On Pro and Business, you can also decide whether **Pro Mode** should be on for this bot. Update anything that should match your business voice before you go live.
  </Step>

  <Step title="Add real knowledge">
    Open <a href="/guides/knowledge-base"><b>Knowledge base</b></a> (<a href="https://www.boundbot.com/dashboard/knowledge/knowledge-base" target="_blank" rel="noopener noreferrer">open in app</a>) and add content the bot can trust. Start with one or more of these:

    * FAQ items for support, pricing, returns, or onboarding
    * <a href="/guides/files">Files</a> such as PDF guides, docs, or menus
    * <a href="/guides/websites">Website sources</a> for live site content
    * <a href="/guides/products">Products</a> if you want the bot to recommend catalog items
  </Step>

  <Step title="Connect or review WebChat">
    Open <a href="/channels/webchat"><b>WebChat</b></a> (<a href="https://www.boundbot.com/dashboard/channels/webchat" target="_blank" rel="noopener noreferrer">open in app</a>). If onboarding already created a channel, review its bot assignment and allowed origins. If not, click <b>Connect WebChat</b> and create one.
  </Step>

  <Step title="Customize the widget">
    Open <a href="https://www.boundbot.com/dashboard/settings/general" target="_blank" rel="noopener noreferrer"><b>Settings</b></a> -> <a href="https://www.boundbot.com/dashboard/settings/customize-widget" target="_blank" rel="noopener noreferrer"><b>Customize Widget</b></a> or <a href="https://www.boundbot.com/dashboard/chat-experience/customize" target="_blank" rel="noopener noreferrer"><b>Chat Experience</b> -> <b>Customize</b></a>. Set the theme, height, position, border radius, colors, and starter suggestions. The current customization flow can also generate production iframe embed code for the selected channel. You can still use the WebChat public key with the full embed steps in <a href="/developers/embed-webchat">Embed WebChat</a>.
  </Step>

  <Step title="Test the full flow">
    Use <a href="/guides/playground"><b>Playground</b></a> (<a href="https://www.boundbot.com/dashboard/playground" target="_blank" rel="noopener noreferrer">open in app</a>) to simulate a customer conversation. Then open <a href="/guides/inbox"><b>Inbox</b></a> (<a href="https://www.boundbot.com/dashboard/inbox" target="_blank" rel="noopener noreferrer">open in app</a>) and confirm the conversation appears, the bot responds correctly, and the channel status stays healthy.
  </Step>
</Steps>

## Keep these assets ready

<AccordionGroup>
  <Accordion title="Brand voice" icon="message-square">
    Prepare your welcome message, tone, escalation rules, and reply boundaries before you tune the bot.
  </Accordion>

  <Accordion title="Trusted knowledge" icon="book-open-text">
    Gather the highest-signal FAQ answers, policy text, product details, or internal guides you want the bot to rely on first.
  </Accordion>

  <Accordion title="Channel details" icon="plug">
    Have your allowed origins, provider accounts, and bot assignment plan ready so channel setup does not stall after onboarding.
  </Accordion>
</AccordionGroup>

## What to do next

<CardGroup cols={2}>
  <Card title="Authentication and onboarding" icon="key" href="/guides/authentication-and-onboarding">
    Login, invite, and password reset flows.
  </Card>

  <Card title="Channels overview" icon="hubspot" href="/channels/overview">
    Add and manage more channels.
  </Card>

  <Card title="Knowledge base" icon="book-open" href="/guides/knowledge-base">
    Improve bot answers with trusted content.
  </Card>

  <Card title="Actions and workflows" icon="bolt" href="/automation/actions">
    Lead capture, booking flows, and automation.
  </Card>

  <Card title="Billing and usage" icon="credit-card" href="/account/billing-and-usage">
    Plan status, credits, and billing.
  </Card>

  <Card title="Glossary" icon="book" href="/reference/glossary">
    Product terms and definitions.
  </Card>

  <Card title="BoundBot documentation" icon="map" href="/">
    Full docs map and home.
  </Card>
</CardGroup>