Docs/Quick-start guide

Quick-start guide

Go from signup to your first AI-powered reply in under 15 minutes. This guide walks you through every step — widget install, channel connect, AI setup, and team invite.

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Tip:You can complete steps 1–3 during the free trial. No credit card needed.

What you'll set up

1
Install the widget
~60 sec
2
Connect a channel
~3 min
3
Train your AI
~10 min
4
Invite your team
~2 min

Step 1 — Install the chat widget

The Moxabot widget is a lightweight JavaScript snippet (~142ms load) that adds a live chat bubble to your website. It works on Shopify, WordPress, Webflow, Framer, React, and any HTML site.

1
Copy your widget script
In the sidebar, go to Integrations → Embed Widget. Copy the script tag shown — it includes your unique widgetKey.
2
Paste before </body>
Add the script to every page where you want the widget to appear. For Shopify, paste it in Online Store → Themes → Edit code → theme.liquid before the closing </body> tag.
3
Verify it's live
Visit your website — you should see the Moxabot chat bubble in the bottom-right corner within 10 seconds.
html
<!-- Moxabot widget — paste before </body> -->
<script>
  window.MoxabotConfig = { widgetKey: "YOUR_WIDGET_KEY" };
</script>
<script src="https://cdn.moxabot.com/widget.js" async></script>
app.moxabot.com
Integrations page showing the Embed Widget section with the script snippet and a copy button
Integrations → Embed Widget — your script snippet with a one-click copy button
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Note:The widget automatically sends a greeting message to new visitors using your AI persona's name and greeting text. You can customise both in AI Persona settings.

Step 2 — Connect a channel

Moxabot unifies WhatsApp, Instagram, SMS (EZ Texting & Twilio), YouTube, and your web widget into one inbox. For most e-commerce teams, we recommend starting with WhatsApp or SMS.

Moxabot
Inbox
Contacts
AI Persona
Knowledge
Integrations
Analytics
Team
Billing
Integrations
Connect your channels and tools
WhatsApp
● Connected
Instagram
○ Not connected
SMS (Twilio)
○ Not connected
EZ Texting
○ Not connected
YouTube
○ Not connected
Widget
● Connected
1
Go to Integrations
Click Integrations in the sidebar. You'll see all available channels and tools.
2
Choose your channel
Click the channel card you want to connect. Each channel has a dedicated setup flow:
  • WhatsApp — enter your Phone Number ID and Access Token from Meta Business Manager
  • SMS via Twilio — enter Account SID, Auth Token, and your Twilio number
  • SMS via EZ Texting — enter your EZ Texting username and password
  • Instagram / Messenger — click Connect and complete the OAuth flow
3
Confirm the connection
A green "Connected" badge appears on the channel card. Test by sending yourself a message.
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Warning:Plan limits: The Free Trial includes no social channels (WhatsApp, Instagram, YouTube). Starter allows 2 channels; Growth and above unlock all channels. SMS via EZ Texting and Twilio is available on all paid plans.

→ For detailed channel setup instructions, see the Channels guide.

Step 3 — Train your AI

Moxabot's AI replies are powered by Google Gemini 2.5 Flash. It learns from your Knowledge Base — FAQs, product pages, PDFs, and support articles you upload. It also follows the tone, greeting, and hand-off rules you configure in AI Persona.

1
Go to AI Persona
Click AI Persona in the sidebar.
2
Set a name and tone
Give your AI a name (e.g. "Aanya"), choose a tone (Friendly, Professional, Casual), and write a one-sentence description of what it should do. This shapes every reply it generates.
3
Add Knowledge Base articles
Click Knowledge Base in the sidebar. Upload PDFs, paste URLs, or write articles directly. The AI uses this content as its source of truth — the more you add, the better it answers.
4
Preview and test
Use the Preview tab to send test messages. See exactly what your customers will receive before you go live.
5
Set hand-off rules
Define trigger phrases (e.g. "speak to a person", "refund", "complaint") that escalate the conversation to a human agent automatically.
app.moxabot.com
AI Persona setup page showing name, tone selector, greeting message, and instructions field
AI Persona — set your AI's name, tone, greeting, and behavioural instructions
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Tip:Start with 5–10 FAQ answers in your Knowledge Base. That's enough to handle the most common queries (order status, return policy, product availability). You can always add more later.

→ Full AI setup walkthrough: AI Persona & Knowledge Base guide.

Step 4 — Invite your team

Add agents so they can monitor the inbox, take over from the AI, and reply manually. Each plan has a seat limit — see Billing & Plans.

1
Go to Team → Invite
Click Team in the sidebar, then Invite member.
2
Enter email and role
Enter the agent's email address and select a role: Admin (full access) or Agent (inbox only).
3
They accept the invite
Your team member receives an email with a link. After clicking it, they land directly in the inbox — no separate signup flow.
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Note:The account owner (you) counts as 1 seat. A Starter plan (2 seats) means you + 1 agent.

You're live 🎉

Once the widget is installed, a channel is connected, and your AI is trained, Moxabot handles inbound messages automatically — greeting new visitors, answering questions from your Knowledge Base, and escalating to your team when needed.

What happens next
  • New conversations appear in your Inbox in real time
  • AI handles up to 60% of queries automatically — check the Analytics tab to see AI resolution rate
  • Escalated conversations are assigned to agents and appear at the top of the inbox
  • Weekly summary emails keep the whole team informed

Next steps

Set up AI Persona & Knowledge Base in detailConnect all your channelsLearn the Inbox — assign, reply, macrosInvite your team and set shiftsUnderstand your plan and usage limits