Setup Wizard Guide

The FRENZY.BOT Setup Wizard is a guided, step-by-step interface that helps you configure your AI chatbot from scratch. This interactive wizard walks you through all essential settings in a user-friendly, visual flow.

Overview

The Setup Wizard automatically appears when you first log into a fresh FRENZY.BOT installation. It's designed to get your chatbot operational in under 10 minutes by guiding you through:

Welcome & Introduction - Overview of the setup process
AI Engine Connection - Connect to OpenRouter for AI models
Knowledge Base Setup - Add your business data
Channels & Integrations - Connect messaging platforms
Branding Customization - Personalize your bot's appearance
Widget Configuration - Set up the chat widget
Completion & Embed Code - Get your website embed code

Accessing the Setup Wizard

First-Time Access

Automatic: The wizard appears automatically on first login after installation
URL: Direct access at /dashboard/setup-wizard
Skip Option: You can skip the wizard and access it later from the dashboard

Returning to the Wizard

If you've skipped the wizard or want to revisit it:

Log in to your dashboard
Look for the "Setup Wizard" card on the Overview page
Or navigate directly to /dashboard/setup-wizard

Step-by-Step Guide

Step 0: Welcome Screen

The welcome screen introduces you to FRENZY.BOT and outlines what you'll accomplish.

Features: - Language Selection: Choose from 10 supported languages - Theme Toggle: Switch between light and dark modes - Progress Indicator: Visual dots showing all 7 steps - Skip Option: Bypass the wizard if you're experienced

Actions: - Click "Let's Get Started" to begin - Click "Skip setup, go to dashboard" to exit

Step 1: Connect Your AI Engine

Connect your chatbot to OpenRouter.ai to access powerful AI models like GPT-4, Claude, and Gemini.

Connection Methods:

1. One-Click OAuth (Recommended) - Click "Connect OpenRouter" - Authorize FRENZY.BOT in your OpenRouter account - Automatic API key retrieval

2. Manual API Key - Visit openrouter.ai/settings/keys - Generate a new API key - Copy and paste the key into the wizard

Status Indicators:

Green "Connected": API key is valid and ready
Red "Not Connected": Need to connect or fix credentials

Tips: - You can skip this step and return later - Free OpenRouter accounts include starter credits - Connected status persists across sessions

Step 2: Add Your Knowledge

Give your chatbot the information it needs to answer questions about your business.

Four Ways to Add Content:

1. Files Upload - Supported formats: PDF, DOCX, TXT, CSV, MD, JSON, XLSX - Maximum file size: 50MB per file - Drag-and-drop or browse to select - Multiple files supported

2. Website URLs - Add individual pages or entire sitemaps - Automatic content extraction and cleaning - Sitemap support with category selection - Real-time URL validation

3. FAQs - Create question-answer pairs manually - Perfect for pricing, policies, and common queries - Instant indexing - no processing wait time - Priority over document content in responses

4. E-Commerce Store (WooCommerce) - Connect your WooCommerce store - Sync products, variants, pricing, and inventory - Requires API keys (Read permission recommended) - Real-time product knowledge

Best Practices:

Start with 3-5 key documents
Include your most important FAQs
Add your main website URL
Content processes in the background - you can continue

Step 3: Channels & Integrations

Connect your chatbot to messaging platforms and third-party services.

Available Channels:

1. Telegram - Unified setup for bot chat + lead notifications - Step-by-step BotFather integration - Token-based authentication - Optional lead capture notifications

2. WhatsApp - WAHA integration for WhatsApp Business API - QR code scanning for session setup - Message templates and automation - Advanced webhook configuration

3. Discord - Server invitation and bot permissions - Channel-specific responses - Rich embed support - Community engagement features

4. Meta (Instagram & Messenger) - Facebook Page connection - Instagram DM automation - Unified Meta Business Suite - Social media integration

Integration Status:

Green "Connected": Successfully configured
Gray "Set Up": Needs configuration
Expandable panels for each channel
Detailed setup instructions included

Step 4: Customize Your Brand

Personalize your chatbot's appearance to match your brand identity.

Branding Options:

1. Bot Name - Display name for your chatbot - Appears in widget headers and responses - Can be changed later in Settings

2. Logo Upload - Upload your company logo - Recommended size: 200x200px - Supports PNG, JPG, SVG formats - Automatic resizing and optimization

3. Brand Colors - Primary Color: Main theme color (buttons, accents) - Secondary Color: Hover states and gradients - Real-time preview - Preset color palettes available

4. Theme Color Preview - Live preview of color changes - Shows widget appearance - Light and dark mode compatibility

Configure the basic appearance and behavior of your website chat widget.

1. Widget Title - Header text in the chat widget - Default: "Ask AI" - Can be your bot name or custom greeting

2. Welcome Message - First message users see - Sets expectations for the conversation - Supports emojis and formatting - Example: "Hello! How can I help you today?"

3. Chat Avatar - Profile picture for the bot - Upload custom image or use URL - Recommended: 400x400px - Circular display with fallback to initials

Advanced Options (in Dashboard):

Lead capture forms
Sound notifications
Position on screen
Auto-trigger rules
Custom CSS

Step 6: You're All Set!

The final step provides your embed code and completion options.

Embed Code:

<script 
  src="https://yourdomain.com:8321/chatbot-widget/v1/js/loader.js"
  data-bot-id="your-bot-id"
  data-bot-name="Your Bot Name"
  data-theme-color="#3b82f6"
  data-backend-url="https://yourdomain.com:8321"
  async>
</script>

Features:

Copy to Clipboard: One-click code copying
Test Page: Link to test your widget
Don't Show Again: Skip wizard on future logins
Go to Dashboard: Access full settings

Next Steps:

Copy the embed code
Paste it into your website's HTML (before </body>)
Test the widget on your site
Explore advanced settings in the dashboard

Progress Indicator

7 dots representing each step
Current step highlighted in blue
Completed steps shown in green
Clickable to jump between steps (if unlocked)

Back: Return to previous step
Next/Skip: Continue or skip optional steps
Save: Store current settings
Cancel: Exit to dashboard

Auto-Save

Settings are saved automatically as you progress
Can exit and resume later
Step completion status persists
No data loss on browser refresh

Keyboard Shortcuts

Shortcut	Action
`Tab`	Navigate between form fields
`Enter`	Submit forms or continue
`Escape`	Close modals/dropdowns
`Ctrl/Cmd + Enter`	Save and continue

Browser Compatibility

The Setup Wizard supports all modern browsers: - Chrome 90+ (recommended) - Firefox 88+ - Safari 14+ - **Edge 90+

Mobile Responsiveness

The wizard is fully responsive: - Desktop: Full-width layout with side-by-side elements - Tablet: Adaptive layouts for 768-1024px screens - Mobile: Stacked layout with optimized touch targets - Large screens: Enhanced UI for 1600px+ displays

Troubleshooting

Common Issues

Wizard won't load - Check browser console for errors - Verify server is running on port 8321 - Clear browser cache and cookies - Check internet connection

API key not saving - Verify key format (starts with sk-or-v1-) - Check OpenRouter account status - Ensure no extra spaces in the key - Try manual entry if OAuth fails

Files not uploading - Check file size (max 50MB) - Verify supported format - Ensure stable internet connection - Try one file at a time

Channels not connecting - Verify API tokens and credentials - Check platform-specific requirements - Ensure proper permissions - Review error messages for details

Getting Help

In- wizard tooltips: Hover over info icons
Dashboard help: Access help center from dashboard
Documentation: Visit docs.frenzy.bot
Support: Contact support through dashboard

Best Practices

Before Starting

Have your OpenRouter account ready
Prepare key documents (PDF, DOCX)
Know your website URLs
Decide on bot name and branding

During Setup

Work through steps sequentially
Save frequently (automatic, but verify)
Test connections as you go
Don't worry about perfection - can edit later

After Completion

Test the widget thoroughly
Monitor initial conversations
Refine knowledge base based on queries
Explore advanced dashboard features

Advanced Features

Multi-Language Support

The wizard supports 10 languages: - English (en) - Spanish (es) - French (fr) - German (de) - Italian (it) - Portuguese (pt) - Dutch (nl) - Hebrew (he) - Arabic (ar) - Russian (ru)

Language selection persists across sessions and applies to the entire interface.

Theme System

Light theme: Clean, bright interface
Dark theme: Easy on the eyes for low-light environments
System preference: Automatically detects OS preference
Persistent: Remembers your choice

Progress Persistence

Wizard progress is saved to your account
Can exit and resume at any time
Step completion status tracked
Settings preserved across sessions

Security Considerations

API Keys

All API keys are encrypted in storage
OAuth tokens are securely managed
No keys are exposed in client-side code
Keys can be revoked from provider dashboards

File Uploads

Files are scanned during processing
Temporary storage with automatic cleanup
Size limits prevent abuse
Supported formats only (no executables)

Data Privacy

No data shared with third parties
Knowledge base remains private
Optional analytics can be disabled
GDPR compliant data handling

Quick Start Guide - Alternative setup method
Knowledge Base - Deep dive into content management
Widget Configuration - Advanced widget settings
Channel Setup - Detailed channel guides
Troubleshooting - Common issues and solutions

Summary

The Setup Wizard provides a streamlined, user-friendly path to deploying your AI chatbot. With its intuitive interface, comprehensive features, and flexible options, you can have a fully functional chatbot running on your website in minutes.

Remember: The wizard is just the beginning. The full dashboard offers powerful features for analytics, automation, and advanced customization that you can explore at your own pace.

Ready to start? Access the Setup Wizard or log in to begin your journey!