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, website, or databases, ensuring accurate and context-aware responses.
No-Code Integration: Easily embed the chatbot into your website or platform without requiring advanced coding knowledge.
Advanced Analytics: Monitor chatbot 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.
AI-Assisted Revisions: Interactively edit and revise chatbot responses inside the dashboard with the help of your AI Assistant, making improvements in real time through a chat-like interface.
Custom Journeys with Triggers & Actions: Design personalized customer journeys by setting up triggers and actions that execute tailored scenarios for different user interactions.
Chat Icon Notifications: Display notification messages above the chat icon to capture attention, drive engagement, and guide users through new features or campaigns.
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.
Assistant
Overview
The Assistant 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.
When you enter your dashboard, first you can build your AI Assistant then you will be greeted by your Assistant. This AI-powered guide helps you navigate the dashboard, set up your chatbot, optimize its responses, and improve customer interactions. your Assistant knows your entire dashboard and can assist you in making the most of your chatbot.
The Assistant is always accessible across all pages. On desktop, you will see its dedicated icon in the bottom-right corner, and on mobile, the icon appears in the top-right corner. By clicking this icon, the Assistant opens and you can start a conversation with it anytime.
Key Features of My Agent
1. Smart Engage Assistance & Setup Support
Goal: Help admins during the creation, revision, and editing of Smart Engage journeys. The Assistant guides users step by step to apply their desired triggers, actions, and settings with ease.
Example: "Great! How would you like to improve this flow? You can tell me which parts to adjust, or simply share the exact text you'd like me to replace it with."
2. 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."
3. 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?"
4. 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?"
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."
Test - 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?
1. Click the Test Agent button inside the tabs.
2. A chat window will appear, simulating customer interactions.
3. Ask common customer questions (e.g., *"What is your return policy?"* or *"Do you offer free shipping?"*).
4. You can also use the voice input option to send your message by speaking instead of typing, making the test more natural and interactive.
5. If you want to restart the test and experience the chatbot as a brand-new user, click the circular arrow button. This will reset the session and let you test the agent from the beginning.
6. After the final response, you will see a Revise button(Only the admin can see it and website users don't see this button on their chat window) . Clicking this will redirect you to the Assistant environment, where you can refine the AI's answer. The revision process happens through a chat-like interaction with the Assistant, guiding you step by step in improving the response.
7. Review responses and make necessary adjustments in the chatbot settings.
Best Practices for Using Test
✔ Engage with Agent regularly to get recommendations and improve chatbot efficiency.
✔ Use Test frequently to ensure your chatbot meets customer expectations.
✔ Update chatbot information based on customer feedback and interaction reports.
Final Thoughts
The Test 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,Test is here to help you every step of the way.
Appearance
Overview
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.
The Settings page contains several key fields that users can modify to refine their chatbot's behavior and improve accuracy.
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.
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.
Appearance & Placement
Configure how the chat button and chat window look and where they appear:
Style: Solid / Gradient
Defines the visual style of the chat window background.
Solid: Uses a single, fixed color.
Gradient: Creates a color spectrum between your selected color and a base color.
Button Color
Choose from preset colors or pick any custom color using the color picker. Applies to both the chat icon and the chat window.
Button Icon
Select from multiple pre-defined icon designs for the chat button.
Button Style: Classic / With Agent Name
Classic: Shows only the chat icon.
With Agent Name: Displays the icon plus the agent's name beside it.
Border
Enable to draw a border around the chat icon.
Shadow
Enable to show a drop shadow beneath the chat icon.
Button Size
Set the icon size between 32px and 80px.
Border Radius
Control how rounded the chat icon is.
0 makes it a square.
Higher values make it more rounded, up to a full circle.
Enable Animation
Turn on subtle attention-grabbing animations for the chat icon. Available styles: heartbeat, bounce, scale, glow, shimmer.
Position: Right / Left
Choose whether the chat icon appears at the bottom-right or bottom-left of the screen.
Where to Show: All Pages / Selected Pages
All Pages (default): Show the chat icon across the entire website.
Selected Pages: Enter URLs where you don't want the chat icon to appear. Add any pages you wish to exclude (e.g., checkout or legal pages).
By adjusting these settings, you can ensure that your chatbot provides the best possible experience for your website visitors. 🚀
Knowledge
Overview
The Knowledge page lets you manage all sources that power your chatbot's understanding. On the main view, you'll see a list where you can add three types of knowledge:
Website (your main domain and additional sub-links)
Documents (PDF, DOC)
Q&A files (Excel/CSV with question–answer pairs)
The primary website you entered during onboarding is shown here.
Paid accounts can add multiple links from their site for deeper, more targeted analysis.
Because a full-site crawl may not capture every subpage with equal depth, adding specific sub-links here triggers a deeper crawl for those pages (and, if selected, their subpaths).
Website (URLs & Sub-links)
Use this option to add pages from your site for focused crawling.
Primary Website: Your main domain (collected during website setup) appears here.
Add Sub-links: Enter specific internal pages you want analyzed more thoroughly (e.g., FAQs, policy pages, product categories).
Crawl Scope
You can add specific URLs to be crawled for more precise analysis. This ensures that important pages or subpages on your website are thoroughly examined.
Additionally, you can define exclusions using the Exclude pages option. Once enabled, a box appears where you can enter the links you don't want to be crawled.
You can define exclusions using two methods:
Matches exactly: The crawler will exclude only the exact URL you provide.
Contains URL: The crawler will exclude any page that contains the specified URL fragment.
Documents (PDF, DOC)
Upload files to enrich the knowledge base with high-quality, curated content.
Supported types: PDF, DOC
We extract the text and incorporate it into the knowledge base to improve answer quality.
Ideal for manuals, policies, product sheets, and internal guides.
Q&A Files (Excel/CSV)
Import ready-made question–answer pairs to guide precise responses.
Supported types: .xlsx, .csv
File format: two columns — *Question*, *Answer*
Each row represents one Q&A pair that the chatbot can learn from.
Great for FAQs, support macros, and policy summaries.
By combining targeted sub-links, document uploads, and Q&A imports, you can ensure your chatbot reflects your most important and up-to-date information.
Publish
Embed Code
A box labeled Embed Code is displayed at the top of the page.
Copy the provided code snippet.
Paste it into your website's HTML (inside the `<head>` or `<body>` section).
Once saved, your chatbot will appear on your website.
Hide Agent on Selected Pages
Below the embed code, there is a checkbox labeled Hide agent on selected page.
When enabled, an additional input box appears where you can enter the URLs of pages where the chatbot should not be shown.
Modes:
Matches Exactly: The chatbot will be hidden only on the exact URL entered.
Contains URL: The chatbot will be hidden on the entered URL and all of its sub-paths (for example: `/checkout`, `/checkout/payment`, `/checkout/confirmation`).
Smart Engage
Pre-Built Journeys
The Smart Engage page enables admins to create and manage engagement flows that encourage deeper interaction between users and the chatbot. These flows are built around triggers (conditions that activate a flow) and actions (the responses or steps taken by the chatbot).
At the center of the page, two frequently used journey templates are available for quick setup:
1. Raise a Ticket
When (Trigger): User asks for help or reports an issue
Then (Action): Get Contact (Email) — *"Please share your email so we can update you about your ticket."*
If this trigger is detected, the chatbot immediately opens a chat box to collect the user's email/phone number along with their issue description. This information is then forwarded to the site admin for follow-up.
2. Initiate Conversation
When (Trigger): User first visits the site (specific URL with *exact* or *contains* match options)
Then (Action): Send a Message — *"Hi there! 👋 Let me know if you need help exploring. I'm here to guide you."*
When triggered, the chatbot sends a welcome message. If the chatbox is closed, the message appears as a notification above the chat icon. The chatbox opens once the user clicks the message.
Editing Journeys
Each pre-built journey has an Edit button.
During editing, admins can modify everything except the main action type (e.g., message, contact collection).
Editable elements include:
Changing or adding new triggers.
Adjusting action settings (e.g., asking for both email and phone number instead of just email).
When editing, the assistant opens a guided chat with the admin to collect updates step by step and apply the changes.
In Edit, the following items can be changed:
When (Trigger):
The admin can define when an action should be triggered, or modify, add, or remove it within a journey.
Any intent expressed by the user in the chat can be set as a trigger (e.g., user frustration, anger, reporting an issue, requesting to connect with an admin, etc.).
For website URLs, the admin can add addresses using Exact or Contains URL settings.
Action:
The core type of action itself cannot be changed, but its settings are fully customizable.
For example, the admin can edit the content of the message sent.
The admin can choose whether to request only a phone number, only an email, or both from the user.
Below the edit message, Suggestions are displayed showing what can be modified, and next to them a Help option is provided, which sends these explanations to guide the user.
Creating New Journeys
In the top-right corner, the Create New button allows admins to build a new engagement flow.
First, the system asks the admin to define the main action.
After selecting the action, the assistant chat guides the admin through the rest of the configuration (similar to the editing process).
This setup ensures that both quick-start templates and fully customized flows can be created and managed with ease.
Conversations
Features
The Conversations page provides an organized list of all user chats, allowing you to review and analyze interactions with your chatbot. Each row represents a single conversation, and the page is paginated to cover the entire history of user interactions.
Time Filter
Located at the top-right corner, the time filter lets admins quickly view conversations within a specific date range for easier tracking and analysis.
Conversation List
Each row in the list represents one user conversation, with the following columns:
1. First User Message – Displays the opening message sent by the user.
2. Date & Time – Shows when the conversation began.
3. Topics & Tags – Automatically generated by AI, these tags categorize the conversation based on detected subjects and themes.
4. Message Count – Indicates the total number of messages exchanged in the conversation.
This layout helps admins efficiently browse conversations, identify recurring topics, and monitor chatbot engagement.
Reports
Key Metrics
The Reports page provides detailed insights into chatbot performance and user engagement through key metrics, charts, and topic analysis. All data displayed can be filtered by a selected time range, controlled via the time filter at the top-right corner.
At the top of the page, three primary performance indicators are displayed as numeric values:
1. Total Users – The total number of unique users who interacted with the chatbot.
2. Total Number of Messages – The overall count of messages exchanged between users and the chatbot.
3. AVG Messages per Chat – The average number of messages exchanged in each conversation.
Bar Chart: Users & Messages
A bar chart is presented below the metrics, showing both messages and users trends over the selected time period. This helps visualize engagement patterns and growth over time.
Frequent Conversation Topics
Beneath the chart, a dedicated box titled Frequent Conversation Topics highlights the most common subjects detected in conversations. These topics are extracted and categorized automatically to give admins an overview of user interests and recurring themes.
All data and visualizations dynamically update according to the chosen time range, ensuring flexible and precise reporting.
Plans & Pricing
Free
Default free plan (always available).
100 message credits.
Includes basic features: voice messaging, revise answers, custom appearance, greetings, chat history, agent activity report, unlimited chatbot publish, AI support assistant.
No support ticketing, integrations, or advanced features.
Pro
Flexible plan with different tiers based on message credits:
1,000 messages – $15/month
2,500 messages – $30/month
5,000 messages – $50/month
10,000 messages – $100/month
25,000 messages – $250/month
Suitable for growing businesses with higher message needs.
Adds advanced support: support ticketing, file knowledge base, exclude URLs from crawl, unlimited crawling, unlimited smart engagement.
Sales assistant features like lead generation and general product recommendations are included.
Enterprise
Custom plan with unlimited message credits.
Pricing is negotiable based on business requirements.
Includes all Standard features plus:
Dedicated tech support
On-premise LLM implementation
Unlimited agents
Custom API integrations
Custom SLAs
Personalized recommendations, cross-sell, sales follow-up, smart feedback collection, and product restock alerts.
Frequently Asked Questions (FAQ)
1. General Questions
Welcome to the FAQ section! Here, you'll find answers to common questions about our AI-powered chatbot assistant for e-commerce websites.
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?
1. Sign up & log in to your admin dashboard.
2. Enter your website URL to allow the chatbot to gather relevant information.
3. Customize chatbot settings (appearance, behavior, and responses).
4. 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)
✔ 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 tab in Dashboard 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?
Yes, a Free plan is always available by default with 100 monthly messages and basic features.
What does the Pro plan include?
The Pro plan offers multiple tiers based on message credits (1,000 to 25,000 per month) and unlocks advanced features like support ticketing, file knowledge base, unlimited crawling, and lead generation.
How much does the Pro plan cost?
1,000 messages – $15/month
2,500 messages – $30/month
5,000 messages – $50/month
10,000 messages – $100/month
25,000 messages – $250/month
What is the Enterprise plan?
The Enterprise plan comes with unlimited messages, custom pricing, and advanced benefits like dedicated support, on-premise LLM, unlimited agents, custom SLAs, and full sales assistant features.
What happens if my subscription expires?
Your account will automatically fall back to the Free plan, keeping your data but with limited credits and features.
Can I upgrade or downgrade my plan?
Yes, you can switch between plans or upgrade to a higher tier anytime based on your needs.
Do unused message credits roll over to the next month?
No, message credits reset every month.
Is there a long-term contract?
No, subscriptions are monthly, and you can cancel or upgrade anytime.
5. Troubleshooting & Support
My chatbot is not responding properly. What should I do?
Try these steps:
1. Check your chatbot settings in the admin panel.
2. Ensure your website URL is correctly entered in the "Knowledge" tab.
3. Test the chatbot using the "Test" feature.
4. 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 https://xperix.ai/contact-us, and we'll be happy to assist you! 🚀