Quickstart

This guide walks you through preparing your first AI assistant, trying its answers and connecting it to a channel. With ready content you can get started with the basic setup in about 5 minutes. Preparing content, processing files and connecting channels may take additional time.

Before You Start

Prepare a HaveAI account and basic information about your business. If you will add a chat box to your website, you need access to the code-insertion area of the site, or you should get help from the person who manages it. For messaging channels, you need to complete the connection requirements of the relevant account.

Free trial

Creating an account and starting a trial subscription are separate actions. A valid card is required to try the Starter plan free for 7 days. If you cancel before the trial ends, you are not charged; if you do not cancel, the plan you selected continues as paid. Review the current terms on the Pricing page.

1. Create Your Account

Fill in the form on the registration page and verify your email address. After signing in, follow the setup steps shown in the panel.

2. Enter Your Company Information

In the setup steps, add your company name, industry and a short description. This information helps the assistant get to know your business. You can update it later from AI Training → Brand Information.

3. Add Knowledge to Your Assistant

Start with the 5-10 most common questions and their answers. If you have a ready PDF or Word document you can upload it, or you can import content from your website. When content processing is complete, review the imported information; fix outdated and conflicting statements.

4. Test the Answers

On the AI Test screen, ask questions about your products, services, prices and working hours. Also try a question that is not in the knowledge base. Recheck wrong or incomplete answers by fixing the related content. You can see this area's own usage allowance on this screen.

Using AI Test does not automatically stop your connected channels. Complete your first answer checks before connecting a channel that customers can reach.

5. Connect a Channel

For your website, open the web chat box from the Channels section in the panel. Copy the ready code generated for you in the setup area and add it to your site. Use the ready code in the panel for the pop-up chat button. For channels such as Telegram or WhatsApp, see the Integrations guide.

Embedding the Chat Inside a Page

If you want to show the chat directly inside a page instead of a button that opens in the corner, you can use the iframe method. Replace the WIDGET_TOKEN field below with the real widget token in your panel:

HTML

<iframe
  src="https://haveai.io/widget/WIDGET_TOKEN"
  title="HaveAI customer support chat"
  width="100%"
  height="560"
  style="border:0;max-width:380px;"
></iframe>

This example embeds the chat inside the page. It is different from setting up the pop-up button. For details, use the Widget Installation guide.

6. Check from the Customer Side

Send a test message from the channel you connected. Check that the answer appears on the customer side and the conversation appears in the panel. If you will use human handoff, prepare your team members, routing and the behavior applied when the team is unavailable.

Once the channel connection and customer access are complete, real conversations can start if the assistant is active and your account's usage allowances are sufficient. In the first days, monitor the answers and fill in missing information.

Tip: Start Narrow First

Do not try to add all content at once. Start with the most common questions; use the Knowledge Gaps report to complete missing topics over time.

If no answer arrives: Check the channel connection, whether the assistant is active, whether content processing is complete and the remaining usage allowance. If needed, see the Troubleshooting guide or create a support ticket.

Next Steps

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