Workflows
Launch A Chatbot
Take a website chatbot from setup to live.
Verified implementation includes CXO dashboard pages, widget/API-key routes, /api/cxo/config, /api/cxo/chatbot, /api/cxo/history, /api/cxo/stream, and analytics routes. The current widget flow should use the API key only for the config handshake, then use the short-lived JWT token for messages.
- Create the workspace.
- Upload support documents and FAQs.
- Create a chatbot API key.
- Add allowed domains.
- Configure bot name, greeting, and color.
- Install the script tag.
- Test five launch questions.
- Monitor analytics for one week.