Getting started with IotaBot
Create a workspace, add your website, and embed the IotaBot widget in three steps.
Getting started
IotaBot is a multi-tenant AI assistant you embed on your website. In three steps you'll have a working assistant that answers from your content and can escalate to your team.
- Create a workspace — sign up and create your account.
- Add a website — register the site you want the assistant on.
- Embed the widget — paste one script tag and go live.
1. Create a workspace
A workspace holds your websites, channels, team and billing. Sign up and you start on the free plan — no card needed. Invite teammates later under Team; each one gets a role, so agents can answer conversations without touching settings.
2. Add a website and teach it
Under Websites → New Website, enter your domain. The website is the home for everything the assistant knows and can do: its knowledge base, tools, forms, quick actions and branding. Then give it something to answer from — see Train your AI chatbot. The fastest start is an industry template: pick your business type and fill in short sections like shipping, returns or opening hours.
3. Put it on your site
Copy the script tag from the website's settings and paste it before </body>, or use the Shopify, WordPress, Wix or Zoho route — see Add the chatbot to your website. Set the bot name, colour and logo so the widget looks like yours.
4. Connect more channels (optional)
The same assistant can answer on more than your website, from one inbox:
- WhatsApp — connect a number through Meta's Embedded Signup.
- Instagram — answer DMs and automate comment replies.
- Email — forward your support inbox and reply from your own domain.
5. Decide when people step in
Set up human handoff and tickets so anything the AI shouldn't handle reaches the right person. Then test it the way a customer would: open your site, ask a real question, and ask for a person.