Getting Started

Getting Started

This guide walks you from zero to a live J.O.S.I.E assistant on your website.

1. Create your account

  1. Go to Sign up and register with email/password or Google OAuth
  2. You land on the Dashboard as a new tenant with a free trial (50 messages/month)
  3. Each account is one business — one isolated AI instance

2. Subscribe to unlock production use

The free tier is for evaluation. To embed the widget on your live site and remove trial limits for production:

  1. Open Dashboard → Billing
  2. Choose Basic (₱799/mo) or Pro (₱5,540/mo)
  3. Complete checkout via our payment gateway (GCash, Maya, cards)
  4. Your plan activates when the payment webhook confirms — usually within seconds

Note: Widget embedding and API keys require an active paid subscription.

3. Configure your assistant

Open Dashboard → Configure and set:

FieldPurpose
Business nameShown in the widget header and used in prompts
Tagline / greetingFirst message users see
System promptCore instructions: what you sell, tone, what to refuse
Static knowledgeShort facts always injected (hours, links, policies)
Allowed originsDomains allowed to load your widget (required before embed)
AvatarOptional branded image in the chat header

Use the Setup Chat on the dashboard to talk through configuration — it suggests prompt text you can apply with one click.

4. Generate an API key

  1. Go to Dashboard → API Keys
  2. Click Create key — you get a wk_live_... widget key (shown once)
  3. Store it securely; revoke and rotate if exposed

Key limits by plan: Basic 1, Pro 5, Enterprise unlimited.

5. Embed on your site

  1. Add your production domain under Allowed origins in Configure
  2. Open Dashboard → Embed and copy the snippet
  3. Paste before </body> on your site

Full details: Embed Widget.

6. Test before going live

  • Dashboard preview — chat in the dashboard without using widget quota on your domain
  • Demo chat — /chat uses the platform demo key (not your tenant)
  • Send real customer-style questions and verify answers stay on-topic

7. Upgrade when you need RAG

If customers ask detailed product/policy questions, upgrade to Pro and upload documents under Dashboard → Documents.

Checklist

  • Account created
  • Paid plan active
  • System prompt and static knowledge saved
  • Allowed origins configured
  • API key created
  • Widget embedded and tested
  • (Pro+) Documents uploaded and indexed