How to use Paperchat

Paperchat is an AI-powered platform that enables businesses to create custom AI chatbots, tailored to their specific data and requirements. By integrating Paperchat into your website or application, you can enhance customer support, generate leads, and engage users more effectively.

What is Paperchat?

Paperchat is an AI chatbot builder that learns information from your files, URLs, and other sources and connects to your services to allow customers to interact with your business through a chat interface.

Key Features

• Customizable AI agents: Train AI agents using your own data sources, such as documents, websites, or databases, to ensure accurate and relevant responses.
• No-Code Integration: Easily embed AI agents into your website or platform without the need for extensive coding knowledge.
• Advanced Analytics: Monitor AI agent interactions to gain insights into user behavior and improve performance over time.
• Multi-Platform Support: Deploy AI agents across various platforms, including websites, mobile apps, and messaging services.
• Lead Generation Tools: Collect and manage leads through AI agent interactions, streamlining your sales and marketing efforts.
• Privacy and Security: Ensure your data is protected with robust encryption and access controls.

By leveraging Paperchat, businesses can provide 24/7 support, engage users in meaningful conversations, and automate routine tasks, leading to increased efficiency and customer satisfaction.

Getting Started

1. Create Your First Chatbot

To get started with Paperchat, you'll need to create your first chatbot:

1. Navigate to the Dashboard: Log into your Paperchat account and go to the main dashboard.
2. Click "Create Chatbot": Look for the "+ New Chatbot" button in the dashboard.
3. Fill in Basic Information:
   • Title: Give your chatbot a descriptive name (e.g., "McDonald's AI Assistant")
   • Allowed Domains: Specify which websites can use this chatbot (press enter or comma to add multiple domains)
4. Create the Chatbot: Click the "Create" button to generate your chatbot.

2. Configure Your Chatbot

After creating your chatbot, you'll be redirected to the Setup page where you can configure various settings:

Basic Configuration

• Chatbot ID: A unique identifier for your chatbot (automatically generated)
• Chatbot Title: The name that appears in your dashboard
• Bot Name: An optional name for your AI assistant (e.g., "Jarvis")
• Business Name: Your company name for chatbot knowledge context
• Widget Subtitle: The text that appears below the chat widget (e.g., "Ask us anything")
• Intro Message: The initial message users see when they open the chat (e.g., "Hello! How can we help you?")
• Widget Color: Customize the color scheme of your chat widget

Domain Configuration

• Allowed Domains: Specify which websites can embed and use your chatbot
• You can add multiple domains by pressing enter or using commas
• This ensures your chatbot only works on authorized websites

3. Add Knowledge Sources

Paperchat supports multiple types of knowledge sources to train your AI chatbot:

File Uploads

• Supported Formats: PDF, DOC, DOCX, TXT, HTML
• File Size Limit: Up to 20MB per file
• How to Upload:
  1. Go to the "Sources" section in your chatbot dashboard
  2. Click on "Files" tab
  3. Drag and drop files or click to browse
  4. Files are automatically processed and trained
  5. Monitor upload progress and character count

Important: For PDF files, ensure the text is selectable/highlightable for optimal processing.

Text Content

• Direct Text Input: Add custom text content directly
• Minimum Length: 50 characters required
• Use Cases: FAQs, company policies, product descriptions
• How to Add:
  1. Navigate to the "Sources" section
  2. Click on "Text" tab
  3. Enter your content in the text area
  4. Click "Save" to train the AI

Website Crawling

• URL Support: Add individual pages or entire websites
• Automatic Crawling: Paperchat will crawl and index your website content
• Sitemap Support: Add your website's sitemap for comprehensive coverage
• How to Add:
  1. Go to the "Sources" section
  2. Click on "Website" tab
  3. Enter your website URL or sitemap URL
  4. The system will automatically crawl and index your content

4. Monitor Your Sources

The Sources sidebar provides real-time information about your knowledge base:

• File Count: Number of uploaded documents
• Text Content: Status of your custom text
• Website Links: Number of crawled pages
• Total Size: Combined size of all sources
• Storage Limits: Your plan's storage capacity

Embedding Your Chatbot

Chat Widget Integration

Paperchat provides a simple JavaScript snippet to embed your chatbot on any website:

<script async src="http://localhost:3001/widgets/livechat/v1.js" data-paperchat-id="YOUR_CHATBOT_ID"></script>

How to Get Your Embed Code

1. Navigate to Embed Section: Go to your chatbot dashboard and click on "Embed"
2. Copy the Code: The embed code will be displayed with your unique chatbot ID
3. Add to Your Website: Paste the code in the <head> section of your website

Embedding Options

Chat Bubble (Recommended):

• Appears as a floating chat bubble in the bottom corner
• Users can click to open the chat window
• Minimizable and non-intrusive
• Provides a consistent user experience

Custom Integration:

• Use API calls for complete customization
• Build your own chat interface
• Integrate with existing systems
• Full control over appearance and behavior

Installation on Different Platforms

WordPress

1. Go to your WordPress admin dashboard
2. Navigate to Appearance → Theme Editor
3. Edit your theme's header.php file
4. Add the embed code before the closing </head> tag
5. Save the changes

Webflow

1. Open your Webflow project
2. Go to Project Settings → Custom Code
3. Add the embed code to the "Head Code" section
4. Publish your site

Shopify

1. Go to your Shopify admin
2. Navigate to Online Store → Themes
3. Click "Actions" → "Edit code"
4. Open theme.liquid
5. Add the embed code in the <head> section
6. Save the changes

Wix

1. Open your Wix site editor
2. Go to Settings → Custom Code
3. Add the embed code to the "Head" section
4. Save and publish

Managing Your Chatbot

Dashboard Overview

Your Paperchat dashboard provides comprehensive management tools:

Chatbot List

• View all your created chatbots
• See basic information like title and domains
• Quick access to individual chatbot settings

Individual Chatbot Management

• Setup: Configure chatbot settings and appearance
• Sources: Manage knowledge base and training data
• Messages: View and analyze conversation logs
• Embed: Get integration code and instructions
• Manage: Delete chatbot and manage settings

Conversation Management

Viewing Chat Logs

1. Navigate to Messages: Click on the "Messages" tab in your chatbot dashboard
2. Browse Conversations: View all customer interactions
3. Search and Filter: Find specific conversations or time periods
4. Export Data: Download conversation logs for analysis

Conversation Features

• Real-time Monitoring: See conversations as they happen
• Message History: Complete conversation transcripts
• User Information: Track visitor details and behavior
• Analytics: Understand common questions and issues

Analytics and Insights

Paperchat provides valuable insights into your chatbot's performance:

Usage Statistics

• Total Conversations: Number of chat sessions
• Response Time: Average time to respond
• User Engagement: How long users interact with the bot
• Popular Questions: Most frequently asked questions

Performance Metrics

• Success Rate: Percentage of resolved queries
• User Satisfaction: Feedback and ratings
• Lead Generation: Number of leads captured
• Support Efficiency: Reduction in manual support tickets

Advanced Features

Customization Options

Widget Appearance

• Color Scheme: Customize widget colors to match your brand
• Logo: Add your company logo to the chat widget
• Welcome Message: Set custom greeting messages
• Button Text: Customize call-to-action text

Behavior Settings

• Response Style: Adjust the tone and personality of responses
• Auto-responses: Set up automatic replies for common questions
• Operating Hours: Configure when the chatbot is available
• Language Support: Multi-language chatbot capabilities

Integration Capabilities

API Access

• RESTful API: Programmatic access to chatbot functions
• Webhook Support: Real-time notifications for new messages
• Custom Endpoints: Build custom integrations
• Authentication: Secure API access with keys

Third-party Integrations

• CRM Systems: Connect with Salesforce, HubSpot, etc.
• Help Desk: Integrate with Zendesk, Freshdesk
• E-commerce: Connect with Shopify, WooCommerce
• Analytics: Google Analytics, Mixpanel integration

Best Practices

Content Management

Optimizing Your Knowledge Base

• Regular Updates: Keep your content current and accurate
• Quality Control: Ensure information is clear and helpful
• Structured Data: Organize content logically
• Testing: Regularly test chatbot responses

File Organization

• Consistent Naming: Use clear, descriptive file names
• Categorization: Group related documents together
• Version Control: Keep track of document updates
• Backup Strategy: Maintain copies of important files

User Experience

Chatbot Design

• Clear Purpose: Make it obvious what the chatbot can help with
• Easy Access: Ensure the chat widget is easily visible
• Quick Responses: Optimize for fast, helpful replies
• Fallback Options: Provide human support when needed

Conversation Flow

• Natural Language: Use conversational, friendly tone
• Progressive Disclosure: Reveal information gradually
• Error Handling: Gracefully handle misunderstandings
• Escalation Path: Route complex issues to humans

Performance Optimization

Response Quality

• Training Data: Use high-quality, relevant content
• Regular Updates: Keep knowledge base current
• User Feedback: Incorporate user suggestions
• A/B Testing: Test different response styles

Technical Performance

• Loading Speed: Optimize widget loading time
• Mobile Responsiveness: Ensure good mobile experience
• Browser Compatibility: Test across different browsers
• Error Monitoring: Track and fix technical issues

Troubleshooting

Common Issues

Embedding Problems

• Widget Not Appearing: Check if the embed code is correctly placed
• Domain Restrictions: Verify the website domain is in allowed domains
• JavaScript Errors: Check browser console for errors
• Caching Issues: Clear browser cache and try again

Training Issues

• Poor Responses: Review and improve your knowledge base
• Missing Information: Add more relevant content
• Outdated Data: Update your sources regularly
• File Format Problems: Ensure files are in supported formats

Performance Problems

• Slow Responses: Check your internet connection
• Widget Loading Issues: Verify the embed code is correct
• API Errors: Check your API keys and permissions
• Storage Limits: Monitor your plan's storage usage

Getting Help

Support Resources

• Documentation: Comprehensive guides and tutorials
• Community Forum: Connect with other users
• Video Tutorials: Step-by-step video guides
• Live Chat: Get real-time support

Contact Information

• Email Support: ravecapitalHQ@gmail.com
• Help Center: Comprehensive FAQ and guides
• Status Page: Check system status and updates

Conclusion

Paperchat provides a powerful, user-friendly platform for creating AI chatbots that can transform your customer support and engagement strategies. By following this guide, you'll be able to:

1. Create and configure your first chatbot
2. Add and manage knowledge sources effectively
3. Embed and integrate your chatbot on your website
4. Monitor and optimize performance over time
5. Scale and expand your chatbot capabilities

Remember that successful chatbot implementation is an iterative process. Start with a focused scope, gather user feedback, and continuously improve your chatbot's knowledge base and responses. With Paperchat's intuitive interface and powerful features, you can create AI chatbots that provide real value to your customers and business.

For additional support and advanced features, explore the full Paperchat documentation and consider upgrading to higher-tier plans as your needs grow.