MakeYourChatbot Documentation

Everything you need to set up, train, and manage your business agent. From the first website scan to site launch, Slack, and email handoff.

Quick Start Guide How Coordination Works

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Try the Agent

Live

This is the live MakeYourChatbot support agent. Ask it anything about the product or setup flow.

Overview

MakeYourChatbot helps you launch a business agent that learns from your site, answers routine questions, and brings in your team when judgment is needed.

Key capabilities

Self-learning

Trained from your website, documents, and FAQ content

Safe by default

Uses judgment, asks useful follow-ups, and loops in your team instead of guessing

Remote control

Respond via email, Slack, or dashboard

Multiple widget types

Use the main agent plus focused widgets for FAQ, lead capture, scheduling, and custom flows

Why This Is Different

Most site chat tools either abandon the customer or force a handoff. This keeps the customer in one thread.

The problem with other chat tools

Can't help → Dead end

The tool doesn't know the answer, so it tells the customer to email support or call a number. Now the customer has to start over with a different channel, re-explain everything, and wait.

Tries to help → Transfer

The tool tries to help but hits its limits. It "transfers" the customer to a human agent. The customer waits, then has to explain everything again. The agent has no context.

How MakeYourChatbot is different

When your agent needs help, it doesn't abandon the customer. It asks clarifying questions when useful, collects only the contact fields you configured, and loops in a human with the full background.

The customer hands off their problem to the agent

Not the other way around. The customer stays in one conversation and waits for a resolution.

You reply on your own schedule

Get notified via email or Slack. If agent replies are enabled, type casually and the agent translates it into a professional response. If not, you contact the customer directly.

The customer gets helped, not transferred

They never know they talked to a human. They just know they got a resolution in the same conversation they started.

Tip

This works for everything: appointment requests, custom quotes, complaints, technical questions. The customer describes their problem once. You handle it. They get an answer. Done.

Quick Start

Get your agent live in under 5 minutes.

Create the agent from your website

Enter a URL and the system starts crawling pages, extracting business info, and drafting a starter FAQ.

Review setup and training

Pick an avatar, set the agent name, choose tone, review website coverage, and add docs or manual URLs.

Set up connections

Choose contact fields, email follow-up, Slack, and how the agent should loop in your team.

Install once

Copy the minimal script, paste it before </body>, and manage launcher changes from MYCB after that.

Step 1: Website Scan

The first step is providing your website URL for automatic content extraction.

What happens during the scan

Phase 1

Discovery - Finds and indexes all accessible pages on your site

Phase 2

Extraction - Pulls out business name, services, contact info, and content

Phase 3

FAQ Generation - Creates initial Q&A pairs based on your content

Tip

You can add up to 12 additional URLs manually to ensure important pages like pricing, menus, or support docs are included.

Step 2: Identity & Avatar

Give your agent a friendly face, name, and personality that match your brand.

Configuration options

Avatar

Choose from preset avatars, upload your own image or logo, or generate up to 3 custom avatar options during onboarding

Agent name

The name shown in conversations (for example, "Julie", "Alex", or "Support")

Business name

How the agent refers to your company

Tone

Friendly, Professional, Enthusiastic, or Empathetic

Perspective

Adaptive, First person ("I"), Collective ("We"), or Third person

Step 3: Agent Style

Customize the conversation, launcher, and site appearance to match your brand.

Styling options

Primary color

8 color families (blue, red, green, purple, orange, pink, teal, gray) with 5 shade variations each

Widget title

Appears at the top of the chat window

Welcome message

The first message shown when a customer opens the chat

Opener message

Preview text shown on the chat button (max 30 characters)

Desktop and mobile launcher

Choose bubble or side tab separately for desktop and mobile. Mobile defaults to the less intrusive side tab.

Tab text and position

Set the tab label, choose left or right, and adjust where the side tab sits on the page.

Step 4: Knowledge & Training

Build your agent's knowledge with FAQs and documents.

Knowledge sources

Q&A Editor

Edit auto-generated FAQ responses from the website scan
Add your own Q&A pairs manually
Import/export Q&A as plain text (Q: and A: format)

Document uploads

Supported formats: PDF, DOC, DOCX, TXT, CSV, XLS, XLSX
Maximum file size: 10MB per file
Up to 5 files per upload batch

Info

Changes to knowledge are stored as structured references the agent uses first. Q&A pairs get highest priority, followed by uploaded documents, then website content.

Step 5: Contact Collection

Configure what information to collect when escalating to a human.

Available fields

The agent should only ask for the fields you enable. If you collect name and email but not phone, it should not keep asking for a phone number.

Customer nameOptional toggle

Email addressOptional toggle

Phone numberOptional toggle

Custom fieldsAdd your own (e.g., "Order number")

Warning

At least one contact field must be enabled so you can follow up with customers. Without contact info, you won't be able to reach them.

Step 6: Coordination Settings

Define when and how your agent loops you in.

Trigger phrases

The agent uses model judgment first. It can answer normal follow-up questions, ask for clarification, or loop in your team when the customer needs help beyond the knowledge base.

Common examples

humanrepresentativeagentpersonmanagerspeak to someonetalk to someonereal personcustomer servicesupport teamhelp deskcomplaintcancelrefundescalate

Custom triggers

Add industry-specific phrases that are strong signals for your business. These guide the agent, but the model still uses the conversation context.

Examples: "warranty claim", "legal issue", "urgent order", "schedule appointment"

Owner instructions

Customize what the agent says when looping you in and how it sets expectations.

Default message: "I'm connecting you with our team. They typically respond within a few hours during business hours. Can I get your contact information to make sure they can reach you?"

Step 7: Slack Integration

Connect Slack to receive alerts and manage conversations.

Setup process

Connect your workspace

Click 'Add to Slack' to authorize the MakeYourChatbot app in your workspace.

Select monitoring channel

Choose where all conversation messages should be posted (optional).

Select alerts channel

Choose where urgent alerts should be posted when you're needed.

Tip

Once connected, you can respond to customers directly from Slack by mentioning the bot or replying in a conversation thread.

Step 8: Advanced Settings

Fine-tune launcher behavior and enable power features.

Launcher placement

Side

Left or right side of the screen

Mobile side tab position

Vertical placement for the mobile side tab

Desktop offsets

Distance from the screen edge and bottom when using a bubble

Desktop mode

Floating widget or sidebar layout

Additional options

Enable attachments

Images only (PNG, JPG, WebP, GIF, HEIC). Up to 3 per message, 5MB each. Drag/drop or paste supported.

Toggle

Trial mode

Collect messages without agent replies

Toggle

Note

Image uploads are stored with the conversation and can be used by vision-capable models when the agent replies. Owners can review the attachment context from the conversation record.

How Coordination Works

The complete flow from customer request to resolution.

Looping you in is a feature, not a failure

When the agent needs help, it acts like a coworker. It keeps the conversation natural, asks clarifying questions when they help, gathers the details you configured, and sends you a simple email or Slack note with the background. No separate acknowledgement email is sent by default; the customer sees the handoff in the chat.

You reply however you want - "tuesday 4 works" becomes a polished customer response when agent replies are enabled. In escalation-only mode, the email makes it clear that you should reply to the customer directly.

How coordination works

1. Customer needs help

Asks a question, describes a problem, or requests human help

2. Agent uses judgment

Answers when it can, asks useful follow-ups, or decides a team member should be involved

3. Collects only needed contact info

Gathers the configured fields, such as name, email, phone, address, or a custom field

4. Sets expectations

Tells the customer it is getting the team involved and keeps the thread open

5. You get notified

Via email, Slack, or both, with context and customer details included

6. Customer gets a resolution

You reply from email, Slack, or dashboard, or contact the customer directly

Trigger Phrases

The agent can loop you in when:

Keyword triggers

When customers use specific words like "human", "manager", "refund", or any custom triggers you've configured. These guide the agent rather than replacing its judgment.

Frustration detection

The agent recognizes when customers are getting frustrated or repeating themselves.

Complex requests

Questions outside the agent's knowledge base loop you in rather than guessing.

Explicit request

Customers can always ask to speak with a human directly.

The Coordination Flow

When the agent loops you in, it follows a natural process:

1. Understand the request

The agent identifies what the customer is trying to do and whether it can help directly.

2. Ask for clarification when useful

For service requests, troubleshooting, quotes, or appointments, it may ask one or two practical follow-ups before collecting contact info.

3. Collect configured contact fields

Asks for the fields you enabled, and does not keep asking for fields you turned off.

4. Notify your team

Sends a plain coworker-style email or Slack note with what the customer needs, what has already been said, and how to answer.

Notification Channels

Email

Plain-language note from Your Agent [name]
Explains what the customer needs and includes the relevant context
Customer contact summary
One-click dashboard link (magic link auth)
Reply directly when you want the agent to relay your answer

Slack

Posts to your configured coordination channel
Includes customer info and request summary
Reply in Slack to respond to customer
Optional: All messages in monitoring channel
Thread-based conversation management

Info

You can enable both channels simultaneously. Most teams use email as the primary channel and Slack for urgent alerts.

Responding to Customers

Three ways to respond

Reply to email

If agent replies are enabled, reply to the alert with what you want to say. The agent turns it into a clear customer response and sends it back in the same conversation.

Reply in Slack

Reply in the conversation thread. The agent can relay your answer to the customer when agent replies are enabled.

Use the dashboard

Click the magic link in your email to go directly to the conversation in your portal inbox.

Tip

Write naturally. If agent replies are enabled, the agent handles the polishing and delivery. If they are off, the alert tells you to follow up with the customer directly.

Dashboard: Inbox

Your command center for managing conversations and coordination.

Inbox features

Conversations tab

View all conversations with status badges (Active, Escalated, Resolved, Needs Response)
Filter by agent or status
Search by customer name or content
Sort by last activity

Offline messages tab

Messages left when the agent was in trial/offline mode
Sender info (name, email) if provided
Mark as read functionality

Stats dashboard

This week

Total conversations

Hours saved

Estimated time

Auto-resolved %

No human help needed

Conversation Detail

What you see in each conversation

Full message thread (customer ↔ agent ↔ owner)
Customer contact information
Timestamps for all messages
Coordination status and category
Reply interface to respond directly

Agents

Manage multiple agents

Grid view of all your agents with avatars
Per-agent stats (conversation count, last active)
Quick actions: Configure, View Inbox
Create new agent button

Widgets

Widget types

FAQ Widget

Answer questions directly from your knowledge base. Great for help centers.

Lead Capture

Collect contact info conversationally. Perfect for landing pages.

Scheduler

Help customers book appointments and collect preferences.

Free Form

Custom agent interactions with your own instructions.

Info

Each widget type can be embedded independently on different pages. Widgets have their own conversation tracking separate from your main agent. Lead Capture and Scheduler send an email summary to the team owner when a submission completes.

Team Management

Team roles

Permission	Member	Admin	Owner
View conversations
Respond to customers
Train agent
Configure agents
Invite team members
Promote/demote or remove members

Team management actions

Invite new members by email with role assignment (Owner/Admin)
View pending invitations with expiration dates
Resend or cancel invitations that haven't been accepted (Owner/Admin)
Owners can promote/demote members between roles
Owners can remove team members

Tip

Team members authenticate via email magic links - no passwords needed. They'll receive an invitation email with a one-click login.

Settings

Account info

View your account details

Notification preferences

Configure how you receive alerts

Weekly digest

Automatic weekly summary of activity and trends

Tip

Update your notification email in Configure. Weekly digests are sent automatically to the team owner.

Remote Control

Take over conversations from Slack or email without accessing the dashboard.

Remote control via Slack

When connected to Slack, you can take over any conversation directly:

Reply in the conversation thread to send a message to the customer
Mention the bot to trigger specific actions
View full conversation context in the monitoring channel

Slack commands (using "Julie" as an example - use your agent's name)

@Julie [message] Send a response (timer resets to 10 minutes)
@Julie done End remote control and return to the agent
@Julie extend 15 Extend the timer (minutes)
@Julie status View remaining time and controller

Remote control via email

Every alert email includes a special reply-to address:

{company}+{conversationId}@mail.makeyourchatbot.com

If agent replies are enabled, reply to the email and your message is routed to the right conversation, polished, and delivered to the customer.

Tip

Include "RESOLVED" at the start of an agent-reply email when your response should close the conversation.

Training Mode

Correct agent responses in real time to improve future answers.

How to use training mode

Generate a training PIN

Go to your agent's configuration page and generate a time-limited PIN.

Enter training mode

In the chat widget, type 'enter training mode' and provide the PIN when prompted.

Correct responses

If the agent gives a wrong answer, simply respond with the correct one. Say something like 'No, the correct answer is...' or 'Actually, it should be...'. The agent will save your correction automatically.

Reset and test

Click 'Reset Chat' in the training panel to start fresh, then ask the same question to verify your correction was learned. Repeat this process to dial in your agent's responses.

Exit training mode

Type 'exit training mode' when finished. All corrections are saved automatically.

Info

Training corrections have the highest priority in the knowledge hierarchy. The agent will use your corrected responses before falling back to other knowledge sources.

Trial & Offline Mode

Collect messages without agent responses during setup or downtime.

Trial mode

Trial mode disables agent responses while still collecting visitor messages. This is useful for:

Testing widget installation before going live
Lead capture without agent assistance
Temporary pauses while updating knowledge

Offline message

Customize what visitors see when the agent is offline:

Default: "Our agent is currently offline. Please leave your message and contact info, and we'll get back to you soon."

Slack Integration

Full integration with Slack for notifications and conversation management.

Setup process

Install the app

Click 'Add to Slack' in your agent's configuration to authorize the MakeYourChatbot app.

Select channels

Choose a monitoring channel (all messages) and a coordination channel (urgent alerts).

Start receiving notifications

Alerts and conversations will appear in your selected channels.

Slack capabilities

Monitoring channel

All conversation messages posted for visibility

Coordination channel

Urgent requests posted for immediate attention

Reply in threads

Respond to customers directly from Slack

Mention the bot

Trigger specific actions or take over

Email Integration

Automatic email notifications and reply handling.

Email types

Alert emails

Plain note from Your Agent [name] when a customer needs help. It explains the request, includes the useful context, and tells you whether to reply to the email or handle the customer directly.

Offline message emails

Notification when someone leaves a message while the agent is offline.

Weekly digest

Summary of activity, trends, and unanswered questions.

Replying to emails

Each alert email has a special reply-to address that routes your response to the correct conversation:

From: Your Agent Julie <[email protected]>
Reply-To: [email protected]

Hey,

I am talking with Sarah on your website.

She wants to reschedule her highlights appointment and asked whether Friday afternoon is available.

Tell me what you want me to say and I will relay it back to her.

Customer:
Sarah Lee
[email protected]

Reply above this line so I know what to send.

Primary agent widget

Add this before your closing </body> tag. Paste it once, then change colors, launcher style, side, tab text, and uploads from MYCB:

<script
  src="https://www.makeyourchatbot.com/widget.js"
  data-bot-id="YOUR_BOT_ID"
  defer>
</script>

Tip

Server settings are the source of truth by default. Inline attributes only override MYCB settings when you add data-config-source="inline".

Embedded widgets

Embed a widget inline on your page (great for landing pages, contact pages, or documentation):

<div id="mycb-YOUR_WIDGET_ID"></div>
<script
  src="https://makeyourchatbot.com/embed.js"
  data-widget-id="YOUR_WIDGET_ID"
></script>

Tip

The widget will expand to fill its container. Wrap it in a div with a specific width to control its size:

<div style="max-width: 400px; margin: 0 auto;">
  <div id="mycb-YOUR_WIDGET_ID"></div>
</div>

Widget styling tips

Container sizing

The widget inherits styles from its container. Use CSS to control width, max-width, and positioning. For centered widgets, use margin: 0 auto.

Responsive design

Widgets are responsive by default. On mobile, they'll adapt to the available width. Consider using max-width: 100% for fluid layouts.

Multiple widgets

You can embed multiple widgets on the same page. Each needs a unique container ID matching the patternmycb-YOUR_WIDGET_ID.

Primary widget configuration

Setting	Values	Default
data-bot-id	Your agent ID	(required)
Desktop	Bubble or side tab	Bubble
Mobile	Side tab or bubble	Side tab
Side	Left or right	Right
Tab text	Short label	"Ask us"
Side tab position	20 to 80 percent down the page	52%
Image uploads	On or off	On

Analytics & Reports

Track performance and identify opportunities.

Dashboard metrics

Conversation volume

Total chats this week with trend indicator

Hours saved

Estimated time saved by automation

Auto-resolved rate

Percentage handled without human help

Pending requests

Conversations awaiting your response

Busiest times

Peak days and hours for traffic

Offline messages

Unread messages from offline mode

Weekly digest email

Receive a weekly summary including:

Week-over-week comparison of key metrics
Common questions that needed human help
Suggestions for knowledge base improvements

FAQ

Common questions about MakeYourChatbot.

How does the agent learn about my business?

The agent reads your website content automatically when you provide a URL. It extracts text, products, services, and FAQ candidates to build useful business knowledge. You can add documents and manual Q&A pairs to expand what it knows.

Is this difficult to install?

No. Installation is a single line of JavaScript placed before the closing </body> tag. No developer required. Works with WordPress, Shopify, Squarespace, Webflow, Wix, or any custom site.

What happens if the agent can't answer a question?

It loops you in rather than guessing. The agent tells the customer it is getting the team involved, collects the details you configured, and sends your team a plain email or Slack note with the context. If agent replies are on, you can reply casually and the agent will relay the answer; if they are off, you follow up with the customer directly.

Can I customize how the agent responds?

Yes. You can set tone (friendly, professional, enthusiastic, empathetic), perspective (I/we/they), custom instructions, and edit the knowledge base at any time. Changes go live instantly.

Do I need a credit card to start?

No. The free trial does not require a credit card.

How do I get notified when I need to step in?

Choose email, Slack, or both. The note reads like it came from a coworker: who the customer is, what they need, the relevant context, and exactly whether you should reply so the agent can relay it or contact the customer directly.

Can the agent send emails to customers?

Yes. If agent replies are enabled and the customer provides an email address, the agent can use that email to continue the conversation after you reply. It does not send a separate acknowledgement email by default.

Do you support SMS or WhatsApp?

The agent works through your website widget, email, and Slack.

Do I need a mobile app?

No app required. Everything works via email, Slack, or the web dashboard.

Ready to get started?

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