Getting Started with GPTWeb: Step-by-Step Setup Guide

Step-by-Step Setup Guide

• **Step 1 — Access the Admin Panel:** Log into your GPTWeb account and navigate to the Admin Panel. This is the central hub for all configuration — from knowledge base setup to agent workflows, email templates, and analytics.
• **Step 2 — Configure App Settings:** Under App Configuration, set your site name, logo, brand colors, and domain. If you plan to track lifecycle events in GA4 (DQL Achieved, Became Customer, Champion, Churned), enter your GA4 credentials in the GTM Config section and use the Test GA4 Events button to verify.
• **Step 3 — Create a Knowledge Base Collection:** Navigate to the Knowledge Base section and create your first Collection. Collections are the first layer of the two-layer RAG semantic engine — they act as routing logic that directs incoming queries to the right context. Name your collection clearly (e.g., 'Product Docs', 'Support Content', 'Blog').
• **Step 4 — Upload Documents:** Inside your Collection, go to the Documents tab and upload your content files (PDFs, docs, web pages, etc.). These form the second layer of the RAG engine — the actual semantic content that powers AI responses. The engine chunks, embeds, and indexes your documents automatically.
• **Step 5 — Configure LLM API Keys:** Navigate to the API / LLM Settings section in the Admin Panel. Connect your preferred LLM provider (e.g., OpenAI, Anthropic) by entering your API keys. This enables the AI engine to process visitor queries against your knowledge base.
• **Step 6 — Set Up Your Welcome Message:** Go to the Welcome Message tab and configure your greeting — title, body, and conditional logic for known vs. anonymous visitors. Use visitor tokens like to personalize at scale.
• **Step 7 — Configure Chat Auto-Identity:** Ensure Chat Auto-Identity is enabled (now on by default). This allows the AI to automatically capture visitor name, phone, company, and job title from natural conversation — no forms required.
• **Step 8 — Create Your First Agent:** Navigate to Agents and create a basic agent using the NLP agent builder. Set a trigger (e.g., new visitor, DQL Achieved) and an action (e.g., send a welcome email, enroll in campaign). Link to an Email Template if needed.
• **Step 9 — Embed GPTWeb on Your Site:** Copy your embed snippet from the Embedding & Sidekick section and place it on your website. Supports full-page, flyout widget, and iframe embed modes.
• **Step 10 — Test Your First AI Response:** Submit a test query through your live site or the Admin Panel preview. Verify the response pulls from the correct Collection and Document. Use the Live Visitor View to watch the query in real time.