Set up your AI Chatbot (website)

Add an AI chat assistant to your website. Create the chatbot, connect a Knowledge Base, and paste the embed snippet so it can answer and book guests 24/7.

Written By Melanie Gannone (Super Administrator)

Updated at July 7th, 2026

The AI Chatbot is a chat bubble you add to your website. Visitors can type or talk to it, and it answers their questions using your content and your live availability — then completes a booking right inside the chat, 24 hours a day.

This is the website assistant. If you want an assistant that answers your phone, set up the AI Callbot instead — they're separate.

Before you start, build at least one Knowledge Base so the chatbot has something to answer from.

Step 1: Create the chatbot

  1. Go to Setup → Sell online → Chatbots.
  2. Select New Chatbot.
The Chatbots list in Setup, each chatbot showing its status, allowed domains, knowledge base, and Edit / History / Install actions, with a New Chatbot button
Your chatbots, each with Edit, History, and Install actions.
  1. In the Create ChatBot panel, fill in the details:
Field What it's for
Name An internal label so you can tell your chatbots apart — visitors don't see it.
Widget Icon URL (optional) A link to an image to use as the chat bubble icon.
Header The greeting shown at the top of the chat when a visitor opens it (e.g. "Hi! How can I help you today?").
Knowledge Base access Check the knowledge bases this chatbot may answer from. Only synced ones can be selected — a Not synced badge means you need to finish syncing it first.
Allowed domains (optional) Restrict where the chatbot loads — it only appears on the domains you list here (e.g. example.com, www.example.com). Leave empty to allow all domains.
  1. Select Create Chatbot. The chatbot appears in your list once it finishes setting up.
The Create ChatBot panel with Name, Appearance (Widget Icon URL and Header), Knowledge Base access checkboxes, and an Allowed domains field
Creating a chatbot — name it, connect a knowledge base, and set allowed domains.

You can create multiple chatbots — for example, a different one, with a different knowledge base, for a partner site.

Step 2: Install it on your website

  1. In your chatbots list, find the chatbot and select Install.
  2. Copy the embed snippet shown in the install window. It's a single <script> tag tied to that chatbot.
  3. Paste it into your website's HTML, just before the closing </body> tag, on every page where you want the chat bubble.
The Install ChatBot window showing a single script snippet with a Copy button and a note that the chatbot only loads on the allowed domains
Copy the one-line snippet and paste it before your closing body tag.

The bubble then appears in the corner of your pages, and visitors can chat by text or voice. Remember the chatbot only loads on the allowed domains you set, so add your live domain there before you go live.

Using a website builder? On Squarespace, Wix, WordPress, and similar platforms, paste the snippet into the site's custom-code / code-injection area (often a "Footer" or "Before end of body" box). Your website platform's help docs show exactly where.

Step 3: Test it

Open a page where you installed the snippet and chat with the bot as a guest would — ask a question you know is in your knowledge base, and walk through a booking. If answers are wrong or missing, add or correct the content in your Knowledge Base; it re-syncs automatically.

What the chatbot can do

  • Answer questions from your Knowledge Base and your live experience details.
  • Check live availability and pricing pulled straight from your account (closed and sold-out times are filtered out automatically).
  • Take a booking — it collects the guest's details, creates a draft booking, and texts them a payment link. See How AI bookings work for the full flow and safeguards.

Bookings taken this way are tagged with the source AI Chat Bot so you can report on them.

Review what guests asked

Every conversation is saved with an AI summary. See Review AI chatbot conversations to read transcripts and find gaps to fill in your knowledge base.

Built for attractions, tours & activities

A booking agent on every page

See how attractions, tours, and activities add TripWorks' AI chatbot to their website to answer guests and take bookings around the clock. Book a demo and make the switch.

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