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Use this guide when you want to get Uppzy live quickly with the essential setup steps.

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Before you start

Have these ready:
  • The website domain you want to connect
  • Access to the team account that will manage Uppzy
  • A small set of approved documents or answers for your first reference content

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1. Create your account

Create an account and sign in. Expected result:
  • You can access the dashboard and start onboarding.

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2. Complete onboarding

Use onboarding to add your website, choose how you want to prepare content, and move into the initial setup flow. Expected result:
  • Your first domain is created and ready for setup.

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3. Review the domain

Open Domain Information and confirm that you are working on the correct website. Expected result:
  • The domain summary looks correct and you can continue to Widget Setup.

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4. Configure the widget

Open Widget Setup and complete the main tabs in this order:
  1. Content
  2. Agent
  3. Style
  4. Embed
Expected result:
  • The assistant text, behavior, appearance, and installation settings are ready.

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5. Add the widget to your website

Use the Embed tab to copy the installation code and place it on your website. Expected result:
  • The widget appears on the selected website.

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6. Add reference content

Open Reference Documents and add your first content set. Good first choices:
  • A few important files
  • One or two short text documents
  • Frequently asked questions in Q&A format
Expected result:
  • Your first documents are saved and ready for review.

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7. Review and activate documents

Preview the documents you added and activate the ones the assistant should use. Expected result:
  • The assistant can use approved content for answers.

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8. Run launch tests

Test the live experience with a small set of real visitor questions. Include:
  • A common question
  • A question about pricing or plans
  • A support question
  • A question that should trigger a clear fallback or handoff
Expected result:
  • The assistant answers clearly and stays within the content you prepared.

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9. Monitor the first days

Check these pages after launch:
  • Statistics and Quality
  • Chat History
  • Knowledge Gaps
Expected result:
  • You can see what visitors ask, where quality is strong, and what content needs improvement.

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Launch checklist

  • Account is active
  • Onboarding is complete
  • Domain is correct
  • Widget is visible on the website
  • Reference Documents are active
  • Test questions work as expected
  • At least one owner or admin is available to manage updates