Quick Start Guide

Get Botvee up and running in a few minutes. Five steps: create your AI Agent, train it, configure it, embed it, go live.

Step 1 — Create your AI Agent

1. 1

   Sign in

   open your dashboard at botvee.ai

2. 2

   Go to My Agents

   Dashboard → AI Agent Management → My Agents. Every agent you own lives here

3. 3

   Click Create Agent

   start from a template for speed, or from scratch for full control

4. 4

   Add name + website URL

   this gives the agent your business context

5. 5

   Click Create Agent

   your agent now exists and is ready for training

Step 2 — Train it on your data

• Add your website URL — Botvee crawls it and learns your pages
• Add extra pages or subdomains for wider coverage
• Upload PDFs, DOCX, TXT or CSV files for knowledge the website does not contain
• Optionally sync a Google Drive folder so new files train automatically

Training starts on its own. You can watch each URL succeed or fail under Task Monitoring.

Step 3 — Configure behaviour

Open Agent Settings and decide when the agent should act. Everything is driven by message count, so nothing fires too early.

You also choose which fields to collect (name, email, phone), your operating hours, and whether email alerts are sent to you.

Step 4 — Put it on your website

For a custom site, copy your embed script from Dashboard → Integrations → Custom Website and paste it just before the closing </body> tag on every page.

<!-- BotVee Chat Widget -->
<script>
  (function(w,d,s,o,f,js,fjs){
    w['BotVee']=o; w[o]=w[o]||function(){(w[o].q=w[o].q||[]).push(arguments)};
    js=d.createElement(s); fjs=d.getElementsByTagName(s)[0];
    js.id=o; js.src=f; js.async=1; fjs.parentNode.insertBefore(js,fjs);
  }(window,document,'script','bv','https://www.botvee.ai/widget.js'));
  bv('init', { botId: 'YOUR_AGENT_ID' });
</script>
<!-- End BotVee -->

Replace YOUR_AGENT_ID with the AI Agent ID shown in the dialog. Using React or Next.js? See the snippet below.

// React / Next.js — load the widget once, after mount
import { useEffect } from "react";

export function BotveeWidget({ botId }: { botId: string }) {
  useEffect(() => {
    if (document.getElementById("bv")) return;   // already loaded
    (function (w: any, d: any, s: string, o: string, f: string) {
      w["BotVee"] = o;
      w[o] = w[o] || function () { (w[o].q = w[o].q || []).push(arguments); };
      const js = d.createElement(s), fjs = d.getElementsByTagName(s)[0];
      js.id = o; js.src = f; js.async = 1;
      fjs.parentNode.insertBefore(js, fjs);
    })(window, document, "script", "bv", "https://www.botvee.ai/widget.js");
    (window as any).bv("init", { botId });
  }, [botId]);

  return null;
}

On WordPress

1. 1

   Install the plugin

   Dashboard → Integrations → WordPress, download it, then upload in WordPress under Plugins → Add New → Upload Plugin

2. 2

   Activate it

3. 3

   Copy your Auth Token from the same Botvee dialog

4. 4

   Paste the token into BotVee plugin settings and save

On Shopify

Dashboard → Integrations → Shopify, enter your store domain and authorize. The widget is injected for you — no theme editing needed.

Step 5 — Go live

Refresh your site. The launcher appears in the bottom-right corner and your agent starts working:

• Chats with visitors using your trained knowledge
• Captures leads at the right moment
• Books meetings straight into your calendar
• Escalates to you when it cannot help