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Use onboarding when you want to create your first site and add the first knowledge source in one guided flow. Onboarding has two main screens:
  • Setup flow: /onboarding
  • Progress screen: /onboarding/progress/...

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Before you start

Have these ready:
  • Your website URL
  • The work email you want to use for your Uppzy account
  • A password if you are creating a new email/password account
  • Either public website pages to scan or files to upload
Use a website URL that visitors can open in a browser. If the website is not public yet, use the document upload option instead.

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Step 1: Enter your website

The first screen asks for your website URL. Example:
  • https://example.com
Uppzy uses this website to create the site you will manage in your workspace. If the form does not continue:
  • Check that the URL is complete
  • Include https:// or http://
  • Use a real website address instead of a local or private address

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Step 2: Enter your email

If you are not signed in, onboarding asks for a work email. Use the email address you want tied to your Uppzy account. This email is also important for team invitations and account recovery. If you are already signed in, Uppzy skips this step and continues with your active account.

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Step 3: Choose a password

If you are creating a new email/password account, onboarding asks you to choose a password. The password step includes:
  • Password field
  • Show/hide password control
  • Password strength guidance
  • Back button
  • Continue button
Choose a password that satisfies the guidance shown on the screen. Store it in a trusted password manager. If you already have an account with the same email, use the password for that account to continue.

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Step 4: Choose your first knowledge source

After the website and account steps, choose how Uppzy should import your first knowledge source. Available options:
  • Crawl my website
  • Upload documents
Choose Crawl my website when your public website already contains useful support, product, policy, FAQ, or help content. Choose Upload documents when your best content lives in files such as PDFs, Word documents, or text files.

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Website crawl option

When you choose Crawl my website, Uppzy starts from the website URL you entered and scans a small first batch of pages. During onboarding, Uppzy scans up to 5 pages so the first run stays focused. Use this option when:
  • Your website already has useful customer-facing content
  • You want the fastest first setup path
  • You plan to refine the knowledge base later
After the crawl starts, Uppzy sends you to the progress screen.

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Document upload option

When you choose Upload documents, Uppzy creates the site first and then asks you to upload files. The upload step is best for:
  • Product manuals
  • Help center exports
  • Policy documents
  • FAQ files
  • Support articles that are safe to use as customer-facing knowledge
After the first successful upload, Uppzy sends you to the progress screen. If you do not have the files ready, you can start over or continue setup later from the dashboard.

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Progress screen

The progress screen helps you check whether the first knowledge source is being prepared. It shows:
  • Site
  • Selected source type
  • Number of available documents
  • Crawl status, when you selected website crawl
  • Recent processed pages, when available
  • Document preparation status
If you selected website crawl, the screen also shows crawl metrics:
  • Visited pages
  • Stored pages
  • Duplicate pages
  • Failed pages
If you selected document upload, the screen focuses on the uploaded documents and their readiness.

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Next actions

From the progress screen, you can:
  • Go to widget setup
  • Continue later
Choose Go to widget setup when your first source is ready enough to configure the assistant message, behavior, style, and embed code. Choose Continue later when you want to return to the dashboard and finish setup later.

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Common issues

If the website step does not continue:
  • Make sure the URL is complete and public
  • Check that the domain is typed correctly
  • Try the upload option if the website is not ready
If document upload does not continue:
  • Check that the file type is supported
  • Try a smaller file
  • Upload one file first, then add more later from Reference Documents
If the progress screen asks you to sign in:
  • Return to onboarding and sign in with the same email you used during setup

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User checklist

  • Use a complete website URL.
  • Use the work email you want tied to the workspace.
  • Choose website crawl for a quick first setup.
  • Choose document upload when your best content is in files.
  • After progress starts, continue to widget setup when you are ready to configure the assistant.