EmbedEase

How to Use Your AI Chatbot

A complete step-by-step guide — so simple, anyone can follow it

📋 What's in this guide

  1. Create your account
  2. Create your first bot
  3. Add the chatbot to your website
  4. Platform-specific instructions
  5. How the chatbot learns your website
  6. How lead capture works
  7. Plan limits explained
  8. Common questions
1

Create Your Account

Getting started takes less than 2 minutes.

1

Go to the EmbedEase website

Open your browser and visit chatembedvercel.vercel.app

2

Click "Login →" in the top navigation

You'll see it in the top-right corner of the website

3

Click "Create one free" at the bottom

This takes you to the signup page

4

Fill in your details

Enter your name, email, password (min 8 characters), and your business name

5

Choose "Free Trial" and click "Create Account"

You'll be taken directly to your dashboard

✅ You're in! Your dashboard will open showing "0 conversations, 0 leads, 0 bots"
2

Create Your First Bot

This is where you set up your AI chatbot. It takes about 3 minutes.

1

Click the blue "+ New Bot" button

You'll find it in the top-right corner of your dashboard

2

Step 1 of 4 — Basic Info

Bot Name: Give your bot a friendly name (e.g., "Aria", "Max", "Support Bot")
Avatar Emoji: Pick an emoji like 💬 or 🤖
Website URL: Enter your website (e.g., https://mybusiness.com)
Welcome Message: What should the bot say first? (e.g., "Hi! How can I help you today?")

3

Step 2 of 4 — Customize

Choose a color for your chatbot. It will match your brand colors. You'll see a live preview of how the chat will look.

4

Step 3 of 4 — Features

Lead Capture: Turn ON to automatically ask visitors for their email
Show Branding: "Powered by EmbedEase" (Free plan must keep this ON)
Auto-open: Should the chat open automatically when someone visits your site?

5

Click "Create Bot & Get Embed Code"

Your bot is created! You'll see a special code snippet on screen.

💡 What happens behind the scenes: When you enter your website URL, EmbedEase reads your website content and teaches the AI about your business. The bot will then be able to answer questions about your products, services, and pricing.
3

Add the Chatbot to Your Website

After creating your bot, you'll get an embed code. This is a small piece of text you paste into your website. Here's exactly what it looks like:

<script src="https://chatembedvercel.vercel.app/widget.js" data-bot-id="YOUR_BOT_ID_HERE" data-color="#4F8EF7" data-name="Aria"> </script>
⚠️ Important: Your embed code will have a real bot ID (not "YOUR_BOT_ID_HERE"). Copy the exact code from your dashboard — don't type it by hand.

Where to paste this code:

Paste this code just before the </body> tag in your website's HTML. See platform guides below.

✅ Once pasted and saved — a floating chat bubble will appear on your website, usually in the bottom-right corner. Visitors can click it to chat!
4

Platform-Specific Instructions

Find your website platform below:

🟦 WordPress

  1. Go to WordPress Admin
  2. Appearance → Theme Editor
  3. Select "footer.php"
  4. Paste code before </body>
  5. Click "Update File"

🟢 Shopify

  1. Go to Shopify Admin
  2. Online Store → Themes
  3. Click "Edit Code"
  4. Open "theme.liquid"
  5. Paste before </body>
  6. Click "Save"

🔵 Webflow

  1. Open Webflow Designer
  2. Project Settings
  3. Custom Code tab
  4. Paste in "Footer Code"
  5. Publish your site

🟡 Wix

  1. Go to Wix Editor
  2. Settings → Custom Code
  3. Click "Add Code"
  4. Paste your code
  5. Set placement: Body
  6. Click "Apply"

🟠 Framer

  1. Open your Framer project
  2. Site Settings
  3. Custom Code
  4. Paste in "End of Body"
  5. Publish site

⚪ Plain HTML

  1. Open your HTML file
  2. Find </body> tag
  3. Paste code just before it
  4. Save the file
  5. Upload to your server
5

How the Chatbot Learns Your Website

This is a common question — here's a simple explanation:

1

You enter your website URL

When creating your bot, you enter something like "https://mybusiness.com"

2

EmbedEase reads your homepage

Our system visits your homepage and reads the text on it — like your about section, services, products, and pricing information.

3

AI creates a "brain" for your bot

Using this information, the AI creates a special set of instructions (called a "system prompt") that tells the chatbot everything about your business.

4

Bot answers based on what it learned

When a visitor asks "What are your prices?" or "Do you offer delivery?" — the bot answers using what it learned from your website.

⚠️ Current limitation: The bot reads only your homepage right now. If important info is on other pages (like a "Services" or "Pricing" page), you can manually add that information in the "AI System Prompt" field when creating your bot.
💡 Pro tip: In the System Prompt field, you can type extra information like: "We offer free delivery above ₹500. Our store is open Monday–Saturday 9am to 8pm. Our phone number is 98765 43210."
6

How Lead Capture Works

When you turn on "Lead Capture", the chatbot automatically asks visitors for their email after a few messages.

1

Visitor starts chatting

They ask questions, the bot answers

2

After 3rd message — bot asks for email

"Before I continue — what's your email? I'll send you a summary."

3

Visitor submits email

The email is saved to your EmbedEase dashboard under "Leads"

4

You see it in your dashboard

Go to Dashboard → Leads → you'll see the email, score (Hot/Warm/Cold), and date

5

Export all leads as CSV

Click "Export CSV" to download all leads in Excel format

7

Plan Limits Explained

A "conversation" = one visitor chat session (resets every month).

PlanConversations/monthBotsPrice
Free Trial1001Free (14 days)
Starter5001₹2,499/month
Growth2,5003₹7,999/month
Scale10,00010₹24,999/month
💡 When you reach your monthly limit, the chatbot will show a friendly message: "This chat has reached its monthly limit. Please contact the site owner." Upgrade your plan to restore service immediately.
8

Common Questions

Q: Will the chatbot read ALL pages of my website?
Currently it reads your homepage. You can manually add information about other pages in the "System Prompt" field. Full multi-page crawling is coming soon.
Q: What if the chatbot gives a wrong answer?
Go to your bot settings and update the System Prompt with more accurate information. The more details you add, the better the bot becomes.
Q: Can I change the chatbot's color and name after creating it?
Yes! Go to Dashboard → Settings → update any field → Save Changes. Changes take effect immediately.
Q: Is my customer data safe?
Yes. All data is stored securely in Supabase (enterprise-grade database). No AI API keys are exposed to the public. Each customer's data is completely isolated.
Q: Can I use the chatbot on multiple websites?
On Starter plan: 1 website. Growth plan: 3 websites. Scale plan: 10 websites. Each website needs its own bot with its own embed code.
Q: What happens when my free trial ends?
Your chatbot will stop responding to new messages. Your data is kept safe. Upgrade to any paid plan to reactivate it instantly.
Q: The chat bubble is not showing on my website — what do I do?
1) Make sure you pasted the code before </body>, not in the <head>. 2) Clear your browser cache (Ctrl+Shift+R). 3) Make sure your bot status is "Live" in the dashboard.
Q: Can I remove "Powered by EmbedEase" branding?
Yes — on the Growth plan and above. Free Trial and Starter plans must show the branding.