Welcome to the official support center for BotReady AI! We're here to help you get the most out of your 24/7 AI-powered website assistant.

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Getting Started

 

What is BotReady AI?

BotReady AI is a professional, web-based platform that provides a powerful AI assistant for your company website. You can train the AI with your own unique business knowledge, and it will provide instant, accurate replies to your website visitors 24/7. You get a simple dashboard to train your AI and a single line of code to add the chat widget to your site.

 

Who can use BotReady AI?

It’s designed for busy small business owners and solo entrepreneurs who have a website and want to:

• Save time by automating replies to common questions.

• Capture new customer leads (names, emails, inquiries) 24/7.

• Seamlessly manage appointment bookings through an intelligent AI secretary.

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Account & Registration

 

How do I sign up?

You can create a new account using your email address and a secure password. From the Login Page, click "Sign up" and follow the on-screen instructions.

 

What if I forget my password?

On the Login Page, click the "Forgot Password?" link. You will be prompted to enter your email address, and we will send you a secure link to reset your password.

 

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Adding Your Chat Widget to Your Website

This is the most important step to going live. Your chat widget is deployed by embedding a simple iframe code snippet on your site.

 

How do I get my code?

1. Log in to your BotReady AI dashboard.

2. Navigate to the "Go Live" page.

3. You will see your unique widget code. Click the "Copy" button to copy it to your clipboard.

 

How to Add the Chat Widget (by Platform)

Wix (The "Chat Bubble Pop-up" Method)

This is the recommended method for Wix sites, as it uses Wix's built-in tools to create a professional pop-up chat bubble.

1.  Go to your Wix Editor.

2.  Add a Pop-up (Lightbox):

• Click the + Add button on the left.

• Go to Interactive -> Popups.

• Select any template (e.g., "Welcome").

3.  Make it Blank:

• Wix will open "Lightbox Mode." Delete all placeholder text, forms, or images until it's just a blank white box with an "X" (Close) button.

4.  Set the Trigger:

• Click the white box and select Set Triggers.

• Set the trigger to None (trigger manually).

• Rename the lightbox to Chat Lightbox.

5.  Paste Your Code:

• While in "Lightbox Mode," go to the main + Add button on the far left.

• Go to Embed Code -> Embed HTML.

• Wix will add an HTML box. Click Enter Code and paste your iframe code from your dashboard.

6.  Resize Everything:

• Resize the HTML box (your chat app) to 380px wide by 550px tall.

• Resize the Lightbox (the white background) to be just slightly larger (e.g., 390px wide by 560px tall).

• Click Exit Mode (top-left).

7.  Add the Chat Bubble:

• You are back on your main page. Go to + Add -> Button -> Icon Buttons.

• Choose a circular button and change its icon to a "chat" or "message" icon.

8.  Pin the Bubble:

• Right-click your new button and select Pin to Screen.

• Pin it to the bottom-right corner.

9.  Link the Bubble:

• Click your pinned bubble, click the Link icon, and select Lightbox.

• Choose your Chat Lightbox from the dropdown.

10.  Publish your Wix site. You are done!

 

Shopify

This method is the most reliable for all Shopify themes.

1. Log in to your Shopify Admin.

2. On the left-hand menu, go to Online Store > Themes.

3. Find your current theme, click the "three dots" ... (Actions) button, and select Edit code.

4. On the left, in the file search bar, type theme.liquid and click on it.

5. Scroll all the way to the bottom of the code in the editor.

6. Find the line that says </body>.

7. Paste your iframe code on a new line right BEFORE the </body> line.

8. Click the Save button. Your chat bubble will now appear on every page.

 

WordPress

This is the easiest and safest method, using a free plugin.

1. Log in to your WordPress Dashboard.

2. On the left-hand menu, go to Plugins > Add New.

3. In the search bar, type WPCode.

4. Click Install Now on WPCode – Insert Headers and Footers..., then Activate.

5. A new Code Snippets item will appear on your left-hand menu.

6. Go to Code Snippets > Header & Footer.

7. Scroll down to the Footer box.

8. Paste your iframe code into this Footer box.

9. Click the Save Changes button. Your chat bubble will now appear on every page.

 

General Method (Squarespace, Webflow, etc.)

This general guide works for almost any other website builder.

1. Log in to your website editor or admin panel.

2. Find your site's "Settings" or "Advanced" section.

3. Find the option to add "Custom Code", "Code Injection", or "Embeds".

4. You want to add code to the Footer or Body - End of your entire site (not just one page).

5. Paste your iframe code into this "Footer" or "Body" code box.

6. Save and Publish your site.

7. Your chat bubble will now appear on every page of your website.

 

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Using the App

 

How do I train my AI?

You can train your AI from the "Knowledge Base" page.

• Type a short fact: Use the text box at the top of the page to type a single, clear fact (e.g., "Our business hours are Monday to Friday, 9am to 5pm") and click the "Add" button.

• Upload a file: Click the + button to upload a document. Our "Smart File Uploader" will read the text, use AI to clean it, and add it to its knowledge.

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What are the file upload rules?

The limits are based on your subscription plan:

• Starter / Advanced Starter: 10 files, 5 MB max per file.

• Pro / Advanced Pro: 25 files, 10 MB max per file.

• Premium / Advanced Premium: 50 files, 15 MB max per file.

• Allowed formats: .pdf, .docx, .doc, and .txt.

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Can I upload photos or videos?

No. The AI "brain" can only read text. Our "Smart File Uploader" is designed to extract text from documents. It will reject image or video files.

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How do I delete knowledge?

In the Knowledge Base page, simply click the trash can icon (🗑️) next to any knowledge item to delete it instantly.

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How do I test my AI before going live?

On the "Knowledge Base" page, click the button "Test Your AI WebChat".  This will open a new, full-screen window where you can chat with your AI and test its knowledge before you add the code to your website.

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​How do I start a fresh chat as a customer?

To clear the conversation and start over, simply click the "Refresh" (🔄) icon in the chat widget's input bar. This will start a brand new session.

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How do I take over a conversation from the AI?

If you want to reply to a customer manually, you can do so from your dashboard.

1. On your Dashboard, find the main "Enable AI" toggle and switch it OFF.

2. Navigate to the "Conversations" page.

3. Click on the customer's chat you want to reply to.

4. Use the TextField at the bottom to type and send a manual message. The customer will see this reply in the chat widget on your website.

5. (Remember to toggle the AI back ON when you're done!)

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How do I use my captured leads?

Go to the "Leads" page from your dashboard. You can click the "copy" icon (content_copy) next to any lead to instantly copy their formatted contact information.

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AI Appointment Secretary (For “Advanced” paid plans)

 

How do I set up my availability?

Our "AI Secretary" is designed to be simple and powerful. You give it a set of rules from the "Appointment Settings" page:

• Set "Standing Orders": Set your standard appointment length, your normal work hours, and your default strategy (e.g., "Take a message").

• Add "Custom Rules": Use the TextField to add simple, text-based rules, just like a knowledge base.

• Good Example: "Every Friday is only 9am-1pm half-day work."

• Good Example: "My lunch break is from 12:00 to 12:30 on Mondays."

• Set "Holidays" (Date Overrides): Use the “Manual Input Schedule / Appointment” button at the "Schedule & Appointment" page to block time as required so your AI secretary knows you are not available at that specific time slot.

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How does the AI book an appointment?

The AI will have a natural, text-based conversation with the customer. It will use all of your rules to find an available time. When a time is confirmed, it will save it to your "Appointments" list in the dashboard.

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​​View Conversations

 

What is the "Conversations" page for?

This is a "Quick Look" tool for you to monitor your AI's performance and see a unified history of all conversations. You can use this page to:

• Quickly review customer chats in one place.

• Manually send a quick text message from within the app if needed.

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Billing & Off-boarding

 

How do I manage my subscription?

You can upgrade, downgrade, or cancel your subscription at any time.

1. Go to the "Manage Subscription & Billing" page in your dashboard.

2. Your app will show you your current plan.

3. Click the "Manage My Subscription" button. This will open the secure, official Stripe Customer Portal, where you can manage all your billing details, download invoices, and change your plan.

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What happens if I cancel? (Off-boarding)

You have a simple, safe, and professional off-boarding process.

1. Cancel in Stripe: First, you must cancel your subscription via the Stripe Customer Portal.

2. What Happens Next: Your BotReady AI app features (including the AI assistant) will remain active until the end of your current billing period.

End of Service: Once your subscription ends, your AI assistant will be deactivated. The chat widget on your website will stop responding to new messages.

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