How to Set Up an AI Chatbot? Step-by-Step Process

'I want to get a chatbot set up, but I don't have a technical team'—is one of the most common sentences we hear. Good news: in 2026, setting up an AI assistant is not a software project, but a process as simple as filling out a form. In this article, we explain the steps of a typical setup transparently using BozLat AI as an example.

Step 1 — Gather Business Information (30-60 min)

The bot's knowledge base is what you feed it: service/product lists and pricing, working hours, address/transportation, frequently asked questions and your answers, refund/cancellation policies. Whether you have PDF, Word, or plain text doesn't matter—the dashboard processes the documents you upload and prepares them for the bot. The golden rule: the bot only knows what you give it; if you upload an outdated price list, you will get outdated answers.

Step 2 — Test the Bot in Sandbox Mode

Do not go live with real customers before completing setup. There is a test chat in the BozLat AI dashboard: you ask questions like your own customers and review the answers. Try edge questions in particular, such as 'are you open on Sunday' or 'what is the cheapest package'; add any missing answers to the knowledge base. The 100-message test quota is for this purpose.

Step 3 — Connect the Channels

• Web chat: live in minutes with a small snippet of code added to your site.
• WhatsApp: your business number is connected to the official API; you open a connection request from the dashboard, and approval usually takes less than 1 day.
• Instagram: business account + Facebook page link is made (official Meta API).
• Voice assistant: separate configuration for your phone line—works on a per-minute basis.

Step 4 — Going Live and the Improvement Loop

After going live, read the conversations from the dashboard in the first weeks: you will see what customers are actually asking and feed the knowledge base accordingly. Conversations handed over by the bot drop to you as notifications. For price/package selection see the pricing page, and if you are undecided on the channel decision, start with the channel bleeding the most using the missed inquiry calculation.

Total duration: 1 hour for information preparation on your side, and the technical setup and training on ours—setup is free during the early access period and is typically completed on the same day.