Setting up your Nertia Chatbot is designed to be fast, flexible, and non-technical. In just a few steps, you can launch a fully branded chatbot that is trained on your business knowledge and ready to support customers or staff. This guide walks you through the full process, from creation to going live.
Step 1: Create a New Chatbot
Start by navigating to the Chatbots page in your dashboard. This is where all your chatbots are managed.
Click Create New Chatbot and give it a clear name that reflects its purpose, such as “Agency X Support” or “Company Y Sales Assistant”. This helps keep things organised as you scale or deploy multiple chatbots.
Once created, your Chatbot will appear in your list and is ready to be configured.
Step 2: Customise Your Chatbot Using the Design Editor
Next, open the Chatbot and access the Design Editor. This is where you tailor the chatbot to match your brand.
Here, you can do things such as: adjust colours to align with your brand palette, set fonts and visual styling, and customise welcome messages and buttons.
Brand consistency is critical. A well-designed chatbot feels like a natural extension of your website rather than a third-party tool.
All changes are previewed in real time, making it easy to refine the look and feel before launch.
Step 3: Link the Chatbot to Your Knowledge Base
A Chatbot only performs well when it is connected to the right information.
From the Chatbot settings, link it to the relevant Knowledge Base source. For more information on how to create optimal knowledge sources for your Chatbot, see this page.
This connection enables retrieval-augmented generation, meaning the chatbot answers questions using your actual business content rather than generic AI responses.
If your knowledge changes later, you can update the Knowledge Base without rebuilding the Chatbot.
Step 4: Activate Your Chatbot
Once design and knowledge are in place, activate the Chatbot. Activation makes the chatbot live and ready for deployment.
At this stage, it is worth running a few test questions to confirm answers are accurate, tone is correct, and responses align with expectations.
Small tweaks here can significantly improve performance once real users begin interacting.
Step 5: Embed the Chatbot on Your Website
Finally, copy the embed code provided in the Chatbot settings.
Paste this code into your website just before the closing </body> tag (recommended). Once added, the chatbot will appear instantly on your site and begin handling conversations.
No further setup is required. Your Chatbot is now live, branded, and connected to your knowledge base.
Step 6: Summary
From creation to deployment, setting up a Chatbot takes minutes, not days. The combination of centralised management, flexible design, and knowledge-driven responses allows businesses to launch powerful chatbots without technical complexity.
As your needs evolve, you can return to any step to refine design, update knowledge, or deploy additional Chatbots across your site.