Quickstart

Get started with BotCadence in minutes - choose chat agent or voice calling

Choose Your Path

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

Website Chat Agent

Create an AI chat agent for your website. Perfect for customer support, lead generation, and engagement.

Voice Calling

Enable AI-powered voice conversations through phone calls. Handle inbound calls or launch outbound campaigns.

Website Chat Agent Quickstart

Step 1: Create Your Account

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

You’re now ready to create your first chat agent!

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.

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.

Project configuration is streamlined—simply follow the tabs in Chat Settings to get your agent ready!

Step 4: Add Your Knowledge Base

Option A: Upload Documents

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

Start with your most important documents or your main website pages.

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)

Step 6: Embed on Your Website

Add this script to your website (before </body> tag):

<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>

Replace YOUR_PROJECT_ID with your actual project ID from the dashboard.

Your chat agent is now live on your website!

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

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

You’ll need an account with a voice provider (Twilio, Exotel, or Frejun) to use voice calling.

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

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”

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)

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

Step 6: Choose Your Setup

Option A: Inbound Calls

Set up inbound call handling:

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

Your inbound line is now active! Calls to your number will be answered by AI.

Option B: Outbound Campaigns

Launch an outbound campaign:

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

Your outbound campaign is now running!

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

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:

• View conversation analytics
• Track performance metrics
• Generate reports

Optimize Your AI:

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

Need Help?

Chat Agent Documentation

Complete guide to website chat agents

Voice Documentation

Complete guide to voice calling

Testing Playground

Test your chat agent and voice calls

Integrations

Connect with Google Sheets, CRM, and webhooks

Questions? Visit our dashboard for additional resources and support, or check out our blog for tips and best practices.