Getting Started

This guide will help you get up and running with LoopReply. By the end, you’ll have created your first AI-powered chatbot and embedded it on a website.

Prerequisites

Before you begin, make sure you have:

• A LoopReply account (sign up here )
• A workspace (created automatically on first login)

What You’ll Learn

1. Quick Start — Overview of the LoopReply dashboard and core concepts
2. Creating Your First Bot — Step-by-step guide to building a bot
3. Embedding the Widget — Add your bot to any website

Core Concepts

Workspaces

Workspaces are collaborative environments where your team can manage bots, conversations, and knowledge bases together. Each workspace has its own billing and settings.

Bots (Agents)

Bots are the AI-powered conversational agents you create. Each bot can have:

• A unique personality and instructions
• Custom workflows for handling different scenarios
• Access to knowledge bases for answering questions
• Integration with external services via API calls

Conversations

Conversations are real-time chat sessions between users and your bots. You can:

• Monitor active conversations
• Take over from the bot when needed
• Review conversation history and analytics

Knowledge Base

The knowledge base stores information your bot can reference when answering questions. Supported sources include:

• Files (PDF, Word, Excel, CSV, Text, Markdown, JSON)
• Websites (automatic page discovery and crawling)
• Data Sources (Google Sheets, Airtable, Notion, REST API, etc.)

Next Steps

Ready to get started? Head to the Quick Start guide.