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Quickstart

PageClerk turns your website and documents into an AI assistant you can embed anywhere. This quickstart walks you through the full path from an empty account to a live assistant.

1. Create your account

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Sign up at pageclerk.com/signup. Every new account starts on a free plan, so you can build and test an assistant before upgrading.

2. Create a chatbot

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From the dashboard, create your first chatbot and give it a name your customers will recognize — it appears in the widget header and greeting.

3. Train it on your content

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Open your chatbot’s Sources tab and add the knowledge your assistant should answer from:

  • Website pages — point PageClerk at your site and it crawls the pages you allow.
  • Documents — upload PDFs, Word files, and other supported formats.
  • Text — paste answers or notes directly.

Training runs in the background. The Training status view shows progress and any sources that failed to process. You can also try the assistant immediately in Try it out while training completes.

4. Customize the appearance

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Under Appearance, set the launcher colors, avatar, and greeting so the widget matches your brand. These settings are applied by the widget at load time, so changes go live without editing your embed code.

5. Install the widget

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Copy your snippet from the Embed & Share tab and add it to your site. Step-by-step guides:

6. Verify and review

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Load your site and confirm the launcher appears in the corner. Every conversation is recorded under Chats, and captured contact details appear under Leads.

Next steps

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