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How to set up Botinto for chat and email support

Set up Botinto: add your business knowledge, install the website chat widget, connect support mailboxes and start helping customers with AI and human replies.

01

Create your workspace

Sign up with your email or a new Google identity. Email accounts verify their address before signing in. Name your business and choose the timezone your team works in.

One business, one shared home for its conversations.
02

Teach your assistant the essentials

Start with the questions customers ask most often. Write clear answers about what you offer, how people buy, and what happens when something goes wrong. Add sources that are approved for customer-facing use.

A focused knowledge base is easier to check than a folder of everything.
03

Choose its voice and boundaries

Give your assistant a name, a welcome message, and a tone. Leave knowledge-only mode on while you learn what customers ask. Decide when a human should step in and whether AI should reply outside your business hours.

Your policies belong in Knowledge. Behavior guidance belongs in AI agent.
04

Test it before customers meet it

Use the test chat to ask a known question, an unknown question, and a request for a person. Review the answers and their source references in your inbox. Update anything that is unclear or out of date.

A good launch includes tests for what the assistant should not answer.
05

Add the widget to your website

List your approved website origins in Settings. Copy the snippet from Channels and put it in your website footer. If someone else manages your website, send them the snippet and ask them to check it on mobile too.

The public widget key is safe to embed. Private provider keys never go into the snippet.
06

Connect your support email addresses

Add a mailbox in Email setup and follow the guide to forward new incoming mail to its private Botinto address. Verify your sending settings to reply from that mailbox. Repeat for the other addresses you manage.

Forwarding brings new messages into Botinto. Keep your provider’s original copy; older email is not imported.
07

Handle customer support in one workspace

Use Chat for website conversations and Email tickets for customer emails. Take a human chat, review an AI email draft or write your own reply. Add teammates within your plan’s seat allowance as your business grows.

AI website replies can be automatic. You review and send email drafts.
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Website chat and email support.
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