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Quick Start Guide

This guide will help you get your Voxum chatbot up and running. By the end, you'll have a working chatbot on your website that can answer visitor questions.

Step 1: Log In to Your Admin Panel

  1. Go to your Voxum admin panel URL (provided when you signed up)
  2. Enter your email and password
  3. Click Log In

Login screen

First time logging in?

Check your email for your login credentials. If you haven't received them, contact support@voxum.ai.

Step 2: Explore Your Dashboard

After logging in, you'll see your dashboard. This is your home base where you can see:

  • System Health - Whether your chatbot is connected and working
  • Knowledge Base - How many documents and rules you have
  • Usage - How many chats have happened

Take a moment to look around. Don't worry—you can't break anything by clicking!

Learn more about the dashboard →

Step 3: Upload Your First Document

Now let's teach your chatbot something. We'll upload a simple document.

  1. Click Documents in the left menu
  2. Click the Upload button
  3. Select a file from your computer (PDF, Word, TXT, or Markdown)
  4. Wait for the upload to complete

What should I upload first?

Start with your FAQ document or a file that answers common customer questions. This gives your chatbot useful knowledge right away.

Upload document

After uploading, Voxum will process your document. This usually takes less than a minute.

Step 4: Test Your Chatbot

Let's make sure everything is working:

  1. Look for the chat widget in the bottom-right corner of your admin panel
  2. Click on it to open the chat
  3. Type a question that your document should answer
  4. See how Voxum responds!

Try it out

If you uploaded an FAQ about your business hours, try asking "What are your hours?" or "When are you open?"

Step 5: Get Your Widget Code

Now let's add the chatbot to your actual website:

  1. Click Widget in the left menu
  2. Scroll down to find the Embed Code section
  3. Click Copy to Clipboard

You'll see code that looks something like this:

<script src="https://app.voxum.ai/widget.js"
        data-property="your-property-id">
</script>

Step 6: Add to Your Website

The final step is adding the widget code to your website. How you do this depends on your website platform:

  1. Go to Appearance → Theme Editor (or use a plugin like "Insert Headers and Footers")
  2. Find your theme's footer.php file
  3. Paste the code just before </body>
  4. Save changes
  1. Go to Online Store → Themes
  2. Click Actions → Edit code
  3. Find theme.liquid
  4. Paste the code just before </body>
  5. Save
  1. Go to Settings → Advanced → Code Injection
  2. Paste the code in the Footer section
  3. Save
  1. Go to your site editor
  2. Click Add → Embed → Custom Code
  3. Paste the code
  4. Set it to load on all pages

Paste the code just before the closing </body> tag in your HTML.

Need help?

If you're not comfortable editing your website code, send the widget code to your web developer or IT team. They'll know exactly what to do.

You're Done!

Congratulations! Your Voxum chatbot is now live on your website. Visitors can start chatting and getting answers.

What's Next?

Now that you have the basics set up, here are some ways to make your chatbot even better:

  • Add More Documents

    The more information you upload, the more questions your chatbot can answer.

    Upload documents →

  • Customize Appearance

    Change colors and add your logo to match your brand.

    Customize widget →

  • Create Response Rules

    Set up specific answers for common questions.

    Create rules →

  • Build Conversation Flows

    Create guided conversations for booking or lead capture.

    Create flows →