Documentation/Getting Started/First Steps

First Steps

Your first 5 minutes with Sensei AI - set up your first client.

What You'll Accomplish
  • Create your first client
  • Configure the chatbot appearance
  • Add knowledge base content
  • Test the widget
1Create a Client
  1. 1. Go to Admin → Clients
  2. 2. Click "New Client"
  3. 3. Enter the client name (e.g., "Acme Corp")
  4. 4. Enter their domain (e.g., "acme.com")
  5. 5. Click Save

Result: A new client is created with a unique ID that you'll use for the widget.

2Configure Widget Settings
  1. 1. From the Clients list, click the menu (⋮) on your new client
  2. 2. Select "Settings"
  3. 3. Fill in:
    • • Bot Name: e.g., "Sarah"
    • • Avatar URL: Link to a profile image
    • • Intro Message: e.g., "Hi! How can I help you today?"
    • • Theme Color: Pick a brand color
  4. 4. Click Save
3Add Knowledge Base Content
  1. 1. Go to Admin → Knowledge Base (or click "Knowledge Base" from client menu)
  2. 2. Click "Add Source"
  3. 3. Enter the client's website URL (e.g., "https://acme.com")
  4. 4. Click "Crawl"
  5. 5. Wait for the crawl to complete (this may take a few minutes)
4Test the Widget
  1. 1. Go to Widget Preview
  2. 2. Make sure the client ID matches your new client
  3. 3. Click the chat button to open
  4. 4. Ask a question about the client's business
  5. 5. Verify the response is accurate
5Deploy to Client Website
  1. 1. From the Clients list, click menu (⋮) → "Get Embed Code"
  2. 2. Copy the script tag
  3. 3. Add it to the client's website before the closing </body> tag
  4. 4. Test on the live site
<script 
  src="https://sensei-ai-eight.vercel.app/widget.js" 
  data-client-id="YOUR_CLIENT_ID"
  defer>
</script>
What's Next?
Customize widget appearanceSet up lead captureConfigure webhooksTroubleshooting guide