Quickstart

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Choose Your Path

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Website Chat Agent Quickstart

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Step 1: Create Your Account

1. Sign up at BotCadence
2. Create your organization
3. Verify your email address

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Step 2: Create a Chat Agent Project

1. Navigate to the Projects page in your dashboard.
2. Click the New Project button.
3. Fill out the project details:
   • Project Name: Enter a name for your project (e.g., “Customer Support Bot”).
   • Description: Briefly describe your project.
   • Domain: Select the domain that best matches your use case.
   • Language: Choose the preferred language for your chat agent.
4. Click Create Project to finish setup.

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Step 3: Configure Your Chat Agent

1. Navigate to your project in the dashboard.
2. Click on Chat Settings in the project menu.
3. Configure your agent’s behavior and appearance:
   • AI Configuration: Write your custom system prompt to define the agent’s personality and goals. Select your LLM model and adjust the temperature.
   • Appearance: Update the UI elements like Bot Name, Icon, and Primary Theme Color to match your brand.
   • Chat Experience: Set up welcome messages, quick questions, and lead capture.

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Step 4: Add Your Knowledge Base

1. Go to “Knowledge Base”
2. Click “Upload Document”
3. Select your files (PDF, DOCX, etc.)
4. Wait for processing

1. Go to “Knowledge Base”
2. Click “Add Website”
3. Enter your website URL
4. Start crawling

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Step 5: Customize Your Chat Agent

1. Go to “Chat Settings”
2. Set welcome message
3. Customize bot name and icon
4. Add quick questions
5. Configure lead capture (if needed)

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Step 6: Embed on Your Website

<script 
  src="https://your-domain.com/widget/embed.js"
  data-chatbot-widget
  data-project-id="YOUR_PROJECT_ID"
  data-api-endpoint="https://api.botcadence.com"
></script>

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Next Steps for Chat Agent

• Learn about Widget Setup for advanced configuration
• Set up Lead Capture to collect leads
• Customize Appearance to match your brand
• Configure Integrations to sync data

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Voice Calling Quickstart

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Step 1: Enable Voice Features

1. Go to Organization settings
2. Enable “Voice Features”
3. Configure voice provider (Twilio, Exotel, or Frejun)
4. Add API credentials

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Step 2: Add Phone Numbers

1. Go to Organization > Phone Numbers
2. Click “Add Phone Number”
3. Select your provider
4. Purchase or select a phone number
5. Configure number settings

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Step 3: Create a Voice Project

1. Click “Create Project”
2. Select “Voice” as project type
3. Enter project name (e.g., “Customer Support Line”)
4. Configure basic settings
5. Click “Create”

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Step 4: Configure AI Settings

1. Go to “AI Settings”
2. Choose your LLM model
3. Set temperature and response style
4. Add your knowledge base (same as chat agent)

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Step 5: Set Up Voice Settings

1. Go to “Voice Settings”
2. Choose TTS provider (OpenAI TTS recommended)
3. Select voice (gender, accent, tone)
4. Set language
5. Adjust speaking rate

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Step 6: Choose Your Setup

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Option A: Inbound Calls

1. Go to Voice > Inbound Calls
2. Click “Create Inbound”
3. Select your business phone number
4. Write welcome message
5. Configure call features (recording, transcription)
6. Activate

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Option B: Outbound Campaigns

1. Go to Voice > Outbound Campaigns
2. Click “Create Campaign”
3. Select “Interactive” or “Static” campaign type
4. Upload contact list (CSV with phone numbers)
5. Write conversation script or message
6. Configure call settings
7. Launch campaign

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Next Steps for Voice

• Learn about Inbound Calls setup
• Create Outbound Campaigns
• Configure Phone Numbers
• Set up Call Features like recording and transcription

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Common Next Steps

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For Both Features

• Connect Google Sheets for data export
• Set up webhooks for real-time events
• Integrate with your CRM

• View conversation analytics
• Track performance metrics
• Generate reports

• Fine-tune AI settings based on performance
• Add more knowledge base content
• Test and iterate

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