Introduction
Welcome to the Quick Start guide for Xperix! This guide will walk you through the essential steps to set up your account, create your first AI Agent, and seamlessly integrate it into your platform.
What is Xperix?
Xperix is an AI-driven platform that enables businesses to build intelligent AI Agents tailored to their unique data and operational needs. By integrating Xperix into your website or application, you can enhance customer support, generate leads, and improve user engagement through both text-based and voice-based interactions.
Key Features:
Custom AI Chatbots: Train your chatbot using your own data sources, such as documents, websites, or databases, ensuring accurate and context-aware responses.
AI Voice Calls: Automate phone calls using AI-powered voice agents that can answer customer inquiries, provide support. (Soon)
No-Code Integration: Easily embed the chatbot into your website or platform without requiring advanced coding knowledge.
Advanced Analytics: Monitor chatbot and voice call interactions to gain insights into user behavior and optimize performance.
Lead Generation Tools: Capture and manage leads efficiently through AI-driven interactions, streamlining your sales and marketing efforts.
Privacy & Security: Ensure your data is protected with robust encryption and access controls.
With Xperix, businesses can provide 24/7 support, engage customers in meaningful conversations, and automate both text and voice-based interactions to improve efficiency and customer satisfaction.
How to Add Your AI Agent to Your Website
You can integrate the chatbot into your website using the following method:
Chat Bubble Integration
With this method, a chat bubble appears in the bottom left or right corner of your selected pages, making it easy for users to access the chatbot whenever they need assistance.
Clicking the chat bubble opens a floating chat window where users can interact with the AI. The chat can be minimized at any time, returning to its original bubble format, ensuring a non-intrusive yet highly accessible support option.
By choosing the right integration method for your needs, you can maximize the benefits of Xperix’s AI capabilities and improve engagement across multiple touchpoints.
My Agent
The My Agent tab is your personal AI assistant, designed to guide you through the chatbot setup and help you manage your customer interactions more efficiently. It serves as a built-in support agent for admins, providing real-time assistance, insights, and recommendations.
Overview
When you enter your dashboard, first you can build your AI Agent then you will be greeted by My Agent, your smart assistant. This AI-powered guide helps you navigate the dashboard, set up your chatbot, optimize its responses, and improve customer interactions. My Agent knows your entire dashboard and can assist you in making the most of your chatbot.
Key Features of My Agent
1. Greeting and Onboarding
Goal: Create a smooth onboarding experience and introduce admins to the platform.
Example: "Welcome to Xperix! I'm your smart assistant, here to help you set up and manage your chatbot effortlessly."
2. Feature Introduction
Goal: Educate admins about different functionalities of the chatbot.
Example: "Did you know you can improve chatbot accuracy by uploading an FAQ document?"
3. Information Collection & Setup Assistance
Goal: Gather essential details from the admin to fine-tune the chatbot’s responses.
Example: "It looks like customers frequently ask about return policies, but I don’t have enough data on that. Could you provide me with your return policy details?"
4. Performance Monitoring & Suggestions
Goal: Analyze chatbot interactions and recommend improvements.
Example: "Many users are asking about shipping times. Would you like to add a predefined response for this?"
5. Notifications & Updates
Goal: Keep admins informed about system updates, new features, and subscription status.
Example: "Your current plan will expire in 30 days. Would you like assistance in renewing your subscription?"
6. Support & Troubleshooting
Goal: Assist admins in resolving chatbot-related issues or integrating it into their website.
Example: "If you’re having trouble embedding the chatbot, I can guide you through the process step by step."
7. Customization & Settings
Goal: Help admins personalize chatbot responses to match their brand’s tone and requirements.
Example: "Would you like to adjust my tone to be more formal or casual? You can configure this in the settings."
8. Analytics & Reporting
Goal: Provide insights into chatbot performance and customer interactions.
Example: "Your weekly report shows an increase in product-related queries. You might consider adding more details to your product pages."
Test Agent - Simulating the Customer Experience
The Test Agent feature allows admins to experience the chatbot as a customer would. Clicking the 'Test Agent' button opens a simulated chat window where you can test how the chatbot responds to real customer queries.
Why Use Test Agent?
✔ Experience the chatbot firsthand before launching it on your website.
✔ Ensure accuracy and relevance of responses.
✔ Identify missing or unclear information and update chatbot knowledge.
✔ Adjust chatbot tone and behavior to match your brand.
How to Use Test Agent?
Click the Test Agent button inside the My Agent tab.
A chat window will appear, simulating customer interactions.
Ask common customer questions (e.g., 'What is your return policy?' or 'Do you offer free shipping?').
Review responses and make necessary adjustments in the chatbot settings.
Best Practices for Using My Agent
✔ Engage with My Agent regularly to get recommendations and improve chatbot efficiency.
✔ Use Test Agent frequently to ensure your chatbot meets customer expectations.
✔ Update chatbot information based on customer feedback and interaction reports.
✔ Leverage analytics insights to enhance chatbot responses and reduce support requests.
Final Thoughts
The My Agent tab is designed to be your AI-powered assistant, ensuring that you can set up, test, and optimize your chatbot with ease. Whether you're onboarding, troubleshooting, or refining chatbot responses, My Agent is here to help you every step of the way.
Settings
The Settings tab allows you to configure and update essential details of your chatbot, ensuring it aligns perfectly with your business needs. Here, you can modify your agent’s name, customize its greeting message, adjust language and country settings, and manage website crawling preferences.
Overview
The Settings page contains several key fields that users can modify to refine their chatbot’s behavior and improve accuracy.
1. Agent Name
The name of your chatbot, which is initially set during the onboarding process.
You can update the agent’s name at any time to better match your brand.
2. Greeting Message
This is the first message sent by the chatbot to visitors when they open the chat.
You can enter a custom greeting message in this field.
A 'Generate with AI' button is available—clicking it will automatically generate a suggested greeting message using AI.
3. Country & Language Settings
Country: Select the country to optimize chatbot responses based on regional preferences.
Language: Choose the primary language your chatbot should use to interact with customers.
4. Website URL & Crawling Preferences
The main domain of your website is displayed here (collected during onboarding and used for initial crawling).
You can add additional URLs for more precise crawling, such as specific pages with crucial information.
For example, if your FAQ page is essential for answering customer queries, you can manually add its URL here to ensure it is crawled with higher priority.
5. Save & Cancel Options
Save Changes: Apply and save any modifications made to the settings.
Cancel: Discard changes and revert to previous settings.
Best Practices for Using the Settings Page
✔ Regularly update your agent’s name and greeting message to reflect any changes in branding or communication style.
✔ Use the 'Generate with AI' feature for quick and optimized greeting messages.
✔ Ensure country and language settings are correctly configured for better chatbot performance.
✔ Manually add important website pages (e.g., FAQs) to improve chatbot accuracy and knowledge.
By adjusting these settings, you can ensure that your chatbot provides the best possible experience for your website visitors. 🚀
Publish
The Publish tab is where you finalize the appearance, functionality, and deployment of your chatbot on your website. This section allows you to configure advanced chatbot settings, customize its design, test its functionality, and publish it with a simple script.
Overview
The Publish page is divided into two main sections:
Left Panel: Advanced chatbot settings, including icon customization and display options.
Right Panel: Button color, design selection, and deployment actions.
Left Panel: Advanced Chatbot Settings
This panel allows you to fine-tune the chatbot’s visual appearance and behavior on your website. The customization options include:
1. Icon Style
Classic: A simple chat bubble icon.
With Agent Name: Displays the agent’s name next to the chat icon.
2. Notification Settings
None: No notification indicators.
Dot: A small dot appears on the chat icon when there is a new message.
Badge: A numerical notification badge appears, indicating unread messages.
3. Background Style
Solid: A single-color background.
Gradient: A smooth transition between two colors.
4. Border
Enable/Disable: Toggle the border around the chat icon.
5. Shadow
Enable/Disable: Toggle a shadow effect for a more dynamic look.
6. Button Size
Adjustable from 32 to 80 pixels, allowing flexibility based on website design.
7. Border Radius
Adjustable from 1 to 24 pixels, with an option to make it fully rounded.
8. Animation
Enable/Disable: Choose whether the chat icon has subtle animations to attract user attention.
9. Positioning
Right: The chat icon appears on the bottom right corner of the website.
Left: The chat icon appears on the bottom left corner of the website.
10. Visibility Settings
All Pages: Display the chatbot across all pages of the website.
Selected Pages: Choose specific pages where the chatbot should appear.
When this option is selected, a box appears allowing the admin to enter URLs of pages where the chatbot should NOT be displayed.
This ensures the chatbot is only visible on the intended sections of the website while being excluded from specific pages such as checkout, legal pages, or other sensitive areas.
Right Panel: Design Customization & Deployment
1. Button Color & Style
Color: Choose the primary color of the chat button to match your brand.
Design Variations: Select from multiple button styles.
2. Testing & Publishing Buttons
At the top of the right panel, you’ll find two key buttons:
A. Test Agent
Opens a preview of the chat bubble, simulating how the chatbot will appear and function on your website.
Admins can test both functionality and visual appearance before publishing.
B. Publish Your Agent
Clicking this button opens a pop-up containing a JavaScript snippet.
This script needs to be copied and embedded into the admin’s website code to activate the chatbot.
Below the script, instructions are provided to guide the admin through the installation process.
How to Publish Your Chatbot
Customize the chat button using the settings in the left and right panels.
Test the chatbot using the 'Test Agent' button to ensure it meets your expectations.
Click 'Publish Your Agent' to generate the installation script.
Copy the provided script and paste it into your website’s HTML code (inside the <head> or <body> section).
Save and refresh your website to activate the chatbot.
Best Practices for Using the Publish Page
✔ Use the Test Agent feature to preview both chatbot appearance and behavior before publishing.
✔ Ensure consistency with your website’s design by adjusting colors, sizes, and animations.
✔ Enable notifications to encourage user engagement.
✔ Use the Selected Pages option if you want the chatbot to appear only on specific pages.
✔ Regularly update the chatbot’s knowledge base by adding more URLs in the URL to Crawl section.
Final Thoughts
The Publish tab is your final step in deploying a fully functional AI assistant on your website. With extensive customization options and a simple integration process, you can ensure that your chatbot looks and performs exactly as you want.
Frequently Asked Questions (FAQ)
Welcome to the FAQ section! Here, you'll find answers to common questions about our AI-powered chatbot assistant for e-commerce websites.
1. General Questions
What is this chatbot, and how does it work?
Our chatbot is an AI-powered sales and support assistant that helps customers by answering their questions about your website and products. It appears as a chat bubble on your site, allowing visitors to interact with it in real time.
Who is this chatbot designed for?
Our chatbot is designed for e-commerce store owners and business websites that want to enhance customer support, improve user engagement, and automate sales inquiries.
Does the chatbot support multiple languages?
Yes! The chatbot can communicate in multiple languages, making it ideal for businesses operating in different regions.
2. Setup & Installation
How do I install the chatbot on my website?
Sign up & log in to your admin dashboard.
Enter your website URL to allow the chatbot to gather relevant information.
Customize chatbot settings (appearance, behavior, and responses).
Go to the 'Publish' tab, copy the provided script, and paste it into your website’s code.
Do I need coding skills to install the chatbot?
No! The chatbot can be installed by copying and pasting a simple JavaScript code snippet into your website’s HTML.
What happens if I change the content of my website?
We automatically crawl your website once a week to update our knowledge and ensure your chatbot stays up to date with the latest content. If you need immediate updates, you can manually trigger a re-crawl from your dashboard.
3. Features & Customization
Can I change the chatbot’s design to match my brand?
Yes! You can customize:
✔ Chat icon style (classic or with agent name)
✔ Notification settings (dot, badge, none)
✔ Background style (solid or gradient)
✔ Button size, border radius, shadow, and animation
✔ Chat bubble position (left or right)
Can I control where the chatbot appears?
Yes! You can choose to display it on all pages or only on selected pages of your website.
Can I test the chatbot before making it live?
Absolutely! Use the Test Agent button in the Publish tab to see how the chatbot looks and functions before going live.
Will the chatbot notify me of customer interactions?
Yes, you can track chatbot interactions through the dashboard, and we are working on adding notification features for admins.
4. Pricing & Subscription
Is the chatbot free?
We offer different pricing plans based on the number of interactions and advanced features. You can check our pricing details in your dashboard.
What happens if my subscription expires?
If your subscription expires, the chatbot will stop responding to customer queries. You can renew your subscription at any time to restore functionality.
Can I upgrade my plan later?
Yes! You can upgrade your plan at any time to access additional features and more chatbot interactions.
5. Troubleshooting & Support
My chatbot is not responding properly. What should I do?
Try these steps:
Check your chatbot settings in the admin panel.
Ensure your website URL is correctly entered in the 'Publish' tab.
Test the chatbot using the 'Test Agent' feature.
If issues persist, contact our support team for assistance.
I can’t see the chatbot on my website after installing the script. What’s wrong?
Make sure you have pasted the script inside the <head> or <body> section of your website.
Clear your browser cache and refresh the page.
Ensure the chatbot is set to display on all pages or the selected pages where you want it to appear.
How can I contact support?
You can reach our support team via [support email or live chat], and we’ll be happy to assist you! 🚀