Getting Started with GPTWeb: Complete Setup Guide

8-Step Setup Checklist

• **Step 1 — Access Admin Panel:** Log in and navigate to your central configuration hub for all settings, workflows, and analytics.
• **Step 2 — App Configuration:** Set site name, logo, brand colors, and domain. Connect GA4 via GTM Config for lifecycle event tracking (DQL Achieved, Champion, etc.).
• **Step 3 — Create a [Knowledge Base (RAG)](prompt://c4c87ab0-344c-47c0-b2c7-76bacd239bdf) Collection:** Collections are the routing layer of the two-tier RAG engine — name them clearly (e.g., 'Product Docs', 'Blog', 'Support').
• **Step 4 — Upload Documents:** Add PDFs, web pages, and content files inside your Collection. GPTWeb auto-chunks, embeds, and indexes everything.
• **Step 5 — Configure LLM API Keys:** Connect your preferred LLM provider (OpenAI, Anthropic, etc.) in API/LLM Settings to power AI responses.
• **Step 6 — Set Your Welcome Message:** Personalize greetings for known vs. anonymous visitors using dynamic tokens like `{{raw:visitor.first_name}}`. See [Say Hello!](prompt://283f3e05-0e7d-4755-b81e-9b6ac9a8c803) for inspiration.
• **Step 7 — Configure [Agentic Workflow](prompt://ead96d2e-79c0-47e2-973e-b0e113fc1881) & Email:** Set up agents with behavioral/lifecycle triggers. Connect your email provider (Mailgun, SendGrid) for transactional and batch sends.
• **Step 8 — Embed or Deploy:** Go live on your custom domain, or add GPTWeb as an [Embedding & Sidekick](prompt://7bcd5ae9-79b6-4563-b15b-f8bf4d6d38bc) on your existing site — one script tag is all it takes.