Getting Started with Botaura

Getting Started with Botaura

This guide takes you from zero to a working AI assistant — on your website and, if you want, on WhatsApp. Core setup takes under 10 minutes and needs no coding. Everything happens in your Botaura dashboard.

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Step 1: Create Your Account

1. Go to botaura.app/sign-up
2. Sign up with your email or Google account
3. You'll land on the onboarding screen

Onboarding Form

Fill in your business details:

• Business Name — your company or brand name (shown to customers)
• Business Type — E-Commerce, Agency, Academy, Hotel, Restaurant, Portfolio, Services, or Other. This shapes how the bot behaves (e.g. e-commerce unlocks product cards and order flows; restaurants lean on menus and reservations)
• Industry — optional; helps the bot understand your context
• WhatsApp Number — your business contact number, shared with customers when they ask to speak to a human
• Timezone — defaults to Asia/Karachi

Click Complete Setup to enter your dashboard. You start on the Free plan — no credit card required.

New to the dashboard layout? Read the Dashboard Overview for a tour of the menu and what each section does.

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Step 2: Train Your Bot (Knowledge Base)

Your bot is only as good as the information you give it. Go to Dashboard → Knowledge and add content in any of three ways:

• Upload documents — PDF, DOCX, TXT, MD (product catalogs, FAQs, policies)
• Crawl your website (Pro+) — enter your URL and Botaura pulls in your pages and detects products automatically, with a live progress terminal
• Add manually — paste free text or structured Q&A pairs (works on Free)

Use Test Search to ask sample questions and confirm the bot finds the right answers. Full details in the Knowledge Base guide.

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Step 3: Customize Your Bot (Pro+)

Go to Dashboard → Chatbot Setup to personalize the widget — bot name, avatar, welcome message, brand color, tone, chat bubbles, and the launcher button. Use the built-in Preview and Test tabs to see and chat with your bot before going live. See the Chatbot Setup guide.

Appearance customization is a Pro+ feature. On Free, the bot works fully but uses default styling and shows a small "Powered by Botaura" badge.

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Step 4: Add Products (Pro+)

If you sell products, go to Dashboard → Products. Products appear as rich cards in web chat and power ordering on WhatsApp. If you crawled your site, products may already be imported; you can also add them manually. See the Product Catalog guide.

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Step 5: Embed on Your Website

Go to Dashboard → Widget Embed and copy your one-line script:

<script src="https://botaura.app/widget.js" data-business-id="YOUR_BUSINESS_ID"></script>

Paste it just before the closing </body> tag. The page includes copy-paste instructions for plain HTML, WordPress, and Shopify, plus a Content Security Policy note if your site uses one. Full walkthrough in the Widget Embed guide.

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Step 6 (optional): Connect WhatsApp

To answer customers on WhatsApp too, go to Dashboard → Connect WhatsApp. You can self-connect your WhatsApp Business number through Meta's Embedded Signup, or request white-glove setup from our team. See the WhatsApp Setup guide.

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Step 7: Test Everything

Visit your website, open the chat, and confirm:

• The bot answers accurately from your knowledge base
• Product cards appear when relevant (Pro+)
• The welcome message, colors, and branding match your site
• When the bot can't answer, it offers to connect the customer to your team

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Understanding Plans

Botaura has four plans; higher tiers unlock more:

• Free — core chatbot, knowledge base, WhatsApp Q&A, lead capture basics
• Pro — website crawling, product cards, appearance customization, analytics, lead management, remove branding
• Business — WhatsApp commerce, orders, agent inbox, customers, templates, store integrations, team members
• Growth — broadcast campaigns, cart recovery, and Click-to-WhatsApp ad analytics

Message limits and prices are shown on the Plans & Pricing guide.

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What's Next?

• Knowledge Base — advanced training tips
• Lead Capture — how the bot collects contacts automatically
• WhatsApp Setup — connect your number
• Store Integrations — WooCommerce & Shopify
• Analytics — track your bot's performance