> ## Documentation Index
> Fetch the complete documentation index at: https://docs.klyra.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# External Chatbots

> Create, train, customize, and embed AI chatbots on your website using models from OpenAI, Anthropic, Google Gemini, and xAI—with brand-aligned UI, data-aware answers, and live user insights.

## Introduction

[**External Chatbots**](https://klyra.ai/page/external-chatbots) let you design website-ready assistants that look and speak like your brand. Configure the bot’s role and tone, connect **knowledge sources** (URLs, PDFs, CSVs, YouTube, text/Q\&A), then **embed** it with a single snippet. Use detailed **chat histories** to learn what visitors ask, refine answers, and drive conversions.

**Key benefits**

* **Brand alignment:** Colors, logos, avatars, and widget placement match your site.
* **Adaptive training:** Keep adding sources as your content grows.
* **Personalized greetings:** Custom welcome & bubble messages.
* **Insights:** Review chat histories to improve content and funnels.

<Warning>
  Access to this feature is only available with a **Premium** subscription plan.
</Warning>

## How to Use

> 🔎 **Navigation:** Dashboard → Left Panel → AI Connect & Integrations → External Chatbots

You’ll see:

* **General Statistics** (usage overview)
* **Create New Chatbot** and **View Recent Conversations**
* A list of your existing chatbots (create up to your plan’s limit; delete to free slots)

  <img src="https://mintcdn.com/klyraai/OwbPnu6-zo2IMHvb/images/klyra-ai-external-chatbot-dashboard.webp?fit=max&auto=format&n=OwbPnu6-zo2IMHvb&q=85&s=0a0583e8ab53fffe8e33d85abe2b28a7" alt="Klyra Ai External Chatbot Dashboard Web" class="border rounded-lg shadow-md" width="1920" height="1317" data-path="images/klyra-ai-external-chatbot-dashboard.webp" />

<Steps>
  <Step title="Configure Chatbot (Logic & Model)">
    Right-side **live preview** updates as you edit.

    * **Chatbot Title** — Shown in the widget header.
    * **AI Chatbot Name** — Display name (optional “Hide Chatbot Name”).
    * **Chatbot Instructions** — Role, audience, guardrails (be specific).
      * **Restrict to data source & instructions** (toggle): the bot answers **only** from your connected sources + system instructions.
      * **Custom Fallback Message**: what to say when it can’t answer.
    * **Greeting Message** — First message shown after open.
    * **Bubble Message** — Teaser shown before open (can **Hide**).
    * **User Message Placeholder** — Input hint text.
    * **AI Model** — Choose from **OpenAI / Anthropic / Gemini / xAI** models available in your plan.
  </Step>

  <Step title="Customize Chatbot (Brand & UI)">
    * **Main Header Logo** — Upload or use default; **Hide** if needed.
    * **AI Avatar** — Custom avatar; **Hide** if needed.
    * **Colors** — Set each independently:
      * Header Background / Text
      * AI Background / Text
      * User Background / Text
    * **Branding** — Show/Hide footer branding; optional **Footer Link**.
    * **Hide Date & Time of Messages** — Toggle if you prefer cleaner UI.
    * **Widget Position** — Choose where the launcher appears on your site.
    * Click **Next** when styling is complete.
  </Step>

  <Step title="Training — Add a Knowledge Base">
    Choose one or many sources. You can retrain anytime.

    **URL (Single Page / Entire Website)**

    1. Select **URL** → **Train via URLs**.
    2. On **Website Embedding** page, enter URL(s); choose **Single Page** or **Entire Website**.
    3. **Start Crawling** → embedded content populates the table.

    **PDF (up to 10 files, ≤30 MB each)**

    1. Select **PDF** → upload → **Upload & Train** → wait for status notification.

    **Excel/CSV (up to 10 files, ≤30 MB each)**

    1. Select **Excel/CSV** → upload → **Upload & Train** → status notification.

    **Text Input**

    1. Select **Text** → add **Title + Content** pairs → **Add More** as needed → **Process Text**.

    **Q\&A Input**

    1. Select **Q\&A** → add **Question + Answer** pairs → **Add More** → **Process Text**.

    **YouTube Videos**

    1. Provide URL(s) to generate embeddings from transcripts/metadata (where available).

    > Tip: When **Restrict to data source** is enabled, the bot declines questions outside your content—useful for compliance and accuracy.
  </Step>

  <Step title="Embed on Your Website">
    * Copy the **embed code snippet** provided after creation/training.
    * Paste it **just before** `</body>` in your website’s HTML.
    * Publish/deploy your site. The chatbot widget appears automatically.
  </Step>

  <Step title="Monitor & Improve">
    * **View Recent Conversations** to inspect sessions.
    * Identify unanswered or low-confidence queries → add content (Text/Q\&A/PDF/URL) → retrain.
    * Iterate instructions (tone, escalation paths, boundaries) to boost quality.
  </Step>
</Steps>

### 💡 Tips

* **Start narrow, expand later:** Launch with core FAQs + pricing + product docs; add niche content as you learn.
* **Use a clear role & policy:** In *Chatbot Instructions*, define purpose, tone, do/don’t, escalation (“handoff to contact form/email”).
* **Turn on “Restrict to data source”** for accuracy in regulated or sensitive contexts.
* **Name sources clearly:** Easier maintenance when content grows (e.g., “Docs—Pricing.pdf”, “KB—Returns URL Crawl”).
* **Brand carefully:** High contrast text colors; keep bubble/greeting short.
* **Test before embedding:** Use preview to try real customer questions; refine fallback and links.
* **Analyze conversations weekly:** Feed gaps back into training.
* **Performance & cost:** Choose models that match budget/latency needs; cache answers to common FAQs in your content.

> ⚠️ **Responsible Use:** Don’t upload confidential data you’re not authorized to share. Ensure your privacy policy discloses chatbot use and data handling. For PII or regulated content, keep **Restrict to data source** on and review logs regularly.

### 📌 Example Use Cases

* **SaaS Support Concierge** — Answers pricing, onboarding, troubleshooting; escalates to support form when needed.
* **E-commerce Shopping Assistant** — Recommends products, shows shipping/returns policy, tracks orders via connected docs/URLs.
* **Content Library Guide** — Surfaces blogs, docs, and videos; summarizes long PDFs or YouTube transcripts.
* **Lead Qualification Bot** — Asks qualifying questions, captures contact info, routes to CRM via footer link.
* **Education & Training** — Answers course questions from PDFs/URLs; provides study summaries.
* **Internal Helpdesk (Embedded on intranet)** — Policy lookups, IT FAQs, HR docs with strict source restrictions.