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This is a complete guide to setting up and launching your first AI agent with Totebot, whether you run an online store, take bookings, or handle customer support.

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Step 1: Create an Account

1

Visit Totebot

Visit Totebot.ai
2

Sign In

Click Sign In in the top-right corner.totebot ai account
3

Choose Login Method

Choose to log in with your email and password, or sign in with your Google account.totebot register for free
4

Create AI Agent

Start creating your first AI Agent by clicking the Create AI Agent button.Create AI Agent
5

Select your business type

Choose what best describes your business, then click Continue.Select your business typeTotebot works for online stores (Shopify, WooCommerce, or a custom store), property rentals, and support or services businesses with no online shop at all. If you have a store, have your website URL ready.

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Step 2: Connect a Store or Channel

Connect your agent to where your customers are. This guide uses Shopify as the example, but the same applies to the other options:
1

Enable Product Page Scanning

Let the agent scan product pages to enrich its answers. Click Connect Shopify.totebot-ai-agent-shopify-account.JPG
2

Install App

You will be automatically redirected to your Shopify store. Click Install.Install Shopify App
3

Confirm Connection

After installation, you’ll be redirected back to your Totebot dashboard with a confirmation message that your Shopify store is connected.Connected to Shopify
4

Verify Integration

You will land on the Integrations section of the Dashboard, where you’ll confirm that your webshop is already connected. The name of your agent will be automatically assigned based on the name of your webshop; however, you can change it at any time if needed.Integrations Dashboard
5

Check Status

If you click on the Settings gear, additional insights will open. Under Status, you can confirm once again that the Totebot app is enabled.Integration Status
6

Verify in Store

Follow the provided link to open your Shopify store. You’ll see a confirmation that Totebot is active, along with an indicator in the upper-left corner, and the chat widget displayed and ready to use.Totebot Active in Store

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Step 3: Customize Your Agent

Start customizing by going to Settings, then selecting Chat Interface. In this section, we’ll cover only the basic customization options.

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General Settings

Agent Identity

Add an agent name and profile image

Visual Design

Customize bubble color, text color, and more, with a live preview on the right

Appearance Control

Choose when and how the chat bubble appears

Live Preview

See changes in real-time as you customize
Chat Interface Settings

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Content Settings

  • Welcome Message: Write your welcome message
  • Timing: Choose how soon it should appear after a visitor lands on your site
  • Suggestions: Add quick-start options to guide user conversations
totebot-ai-chat-interface-customize .JPG Explore additional options for further fine-tuning. Click Save to apply changes.

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Step 4: Knowledge

Your AI agent learns from the information you provide in the Knowledge section.
1

Access Knowledge

In the left sidebar, click Knowledge and prepare the content for upload.
2

Add Content

Uploaded Files

PDFs, product catalogs, or user manuals

Manual Text Entries

Add and format content directly

Links

Add URLs to your store pages, blog posts, policies, etc.

FAQs

Include commonly asked questions with clear answers
3

Train the agent

Once you’ve added content, click Train agent to update your AI agent with the new knowledge.
You can keep adding and updating your knowledge base over time. The more relevant info you include, the smarter and more helpful your Totebot becomes.

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You’re Ready

With these four steps, your first Totebot is up and running.

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Peak Performance Tips

Setting up Totebot is straightforward, but fine-tuning your Knowledge Base will make a huge difference in the quality of answers and customer experience. Here are some useful suggestions:
Upload PDFs or other files that are clear, structured, and complete. Include product details, FAQs, policies, and guides. The better your documents are, the more precise the agent’s replies will be.
If customers often ask questions not covered by your documents or links, add them manually as specific Q&A pairs. This ensures the agent always has an exact, brand-approved answer ready.
Check engagement, sentiment, and performance in the analytics dashboard. This shows how well your agent is performing and where it may need improvement.
Go through past conversations to see if customers are getting the right answers. Use the Revise Answer option to improve replies and help your agent learn over time.
Pay attention to how your agent contributes to sales, such as add-to-cart events, initiated checkouts, or generated leads. This helps you see the real business impact.

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Next Steps

AI Actions

Automate tasks like sending emails and generating leads

Integrations

Connect Totebot to channels, stores, and tracking platforms

Analytics

Track performance and optimize results

Settings

Fine-tune your agent’s behavior and appearance