Quickstart

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Choose Your Path

Botcadence offers two powerful features. Choose the one that fits your needs, or use both!

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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 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.
   • Industry: Select the industry that best matches your business.
   • Language: Choose the preferred language for your agent.
4. Click Create Project to finish setup.

Full guide: Create a project.

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Step 3: Build and connect Web Chat

1. Open your project.
2. Under Build → Workflows, create (or open) a chat workflow and configure the agent prompt, model, and tools. Activate it.
3. Under Deploy → Channels, create Web Chat, then open channel settings:
   • Chat Settings: Select the chat workflow, set welcome and hello messages, add quick questions.
   • Appearance: Set agent name, icon, primary color, and widget position.
4. Optionally add knowledge under Build → Knowledge Base.

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Step 4: Add Your Knowledge Base

Option A: Upload Documents

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

Option B: Crawl Your Website

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

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Step 5: Embed on Your Website

1. In the Web Chat channel, open Deploy Script.
2. Copy the Website Integration Code.
3. Paste it on your site just before the </body> tag (HTML, WordPress footer, or site builder code injection).

Full embed steps: Web Chat.

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Next Steps for Chat

• Full widget guide: Web Chat (messages, appearance, embed)
• Test in Build → Playground
• Configure Integrations to sync data

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Voice Calling Quickstart

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Step 1: Organization and numbers

1. Open Organization setup and confirm voice telephony is available for your org.
2. Add or connect phone numbers under organization phone settings (or use WhatsApp calling via the WhatsApp hub when you need WhatsApp voice).

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Step 2: Create a project

1. Create a project (same as chat) from Projects → New Project.
2. You do not pick a separate “voice-only” project type — the same project hosts chat and voice.

See Create a project.

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Step 3: Build a voice workflow

1. Under Build → Workflows, create an active voice workflow (prompt, tools, routing).
2. Preview TTS voices in Build → Voice Lab if you need to pick or test a voice.
3. Optionally add documents under Build → Knowledge Base.

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Step 4: Choose inbound or outbound

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Option A: Inbound calls

1. Open Deploy → Inbounds.
2. Create an inbound (Phone call or WhatsApp call).
3. Name it, select your published voice workflow, and assign receiving numbers.
4. Set call duration, timezone, and recording options as needed, then create.

Full guide: Inbounds.

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Option B: Outbound campaigns

1. Build a contact list under Outreach → Lists.
2. Open Outreach → Campaigns and create a campaign.
3. Select the list, voice workflow, and call settings, then launch.

Full guide: Campaigns and Create a campaign.

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Next Steps for Voice

• Inbounds — phone and WhatsApp calling lines
• Campaigns — outbound voice
• Lists — audiences for campaigns and broadcasts
• Call Insights — phone performance metrics
• Voice Lab — preview TTS voices

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Common Next Steps

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For Both Features

Configure Integrations:

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

Set Up Analytics:

• Open Insights for Overview, Chat, and Calls metrics
• Track performance metrics
• Generate reports

Optimize Your AI:

• Open Build for Knowledge Base, Prompts, Workflows, Automations, and Playground
• Fine-tune AI settings based on performance
• Add more knowledge base content
• Test and iterate

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