How to Set Up a Bot from Scratch

To create a chatbot for your client once the subscription is active, follow these steps:

1. Log into the uSuperbots Dashboard
   After purchasing a subscription and completing the onboarding, click the “Log in” button from the client’s product page in your Umbrella dashboard. This opens the uSuperbots management console.

2. Choose a Template or Start from Scratch
   Once inside, you'll have the option to:

   • Select a prebuilt template based on industry or use case.

   • Or start with a blank flow and create a fully custom chatbot.

3. Configure Bot Components
   Use the drag-and-drop builder to set up your bot. Available elements include:

   • FAQs: Add common questions and answers that the bot can recognize and respond to automatically.

   • Lead Capture: Add forms to collect name, phone number, email, etc.

   • Appointments: Enable booking integrations (e.g., Calendly).

   • Decision Trees: Create paths based on user answers to guide them to the right outcome.

   • Redirects & Buttons: Link to external resources, pages, or trigger phone/email contact.

4. Customize the Script
   Tailor the bot’s tone and messages to match the business voice. Every message can be edited for language, formatting, and logic.

5. Preview & Test
   Use the built-in preview function to simulate conversations and test flows. Adjust responses or logic based on user behavior and feedback.

6. Embed on Website
   Once complete, grab the embed code from the top-right menu and paste it into the client’s website code (before the closing </body> tag). Alternatively, use the direct share link if the bot will be accessed via landing pages or email.