Build a custom Knowledge Base—a collection of articles, FAQs, and help content—and connect it to a Chatbot that can live on your website. This lets you offer automated support, answer common questions, and even route users to booking flows.

This guide walks you through how to:

• Add content to your Knowledge Base
• Set up a Chatbot connected to that content
• Install the chatbot on your website

Step 1: Enable the Features

1. Select the gear icon in the top-right corner to open Setup & Configuration.
2. Scroll down to the Beta Features under the Settings section. 
3. Enable both Knowledge Base and Chatbots by toggling them ON.

Step 2: Set Up Your Knowledge Base

1. In the left-hand menu, go to General > Knowledge Base.
2. Choose Add Knowledge Base.
3. Select the type of content you want to add:
   1. Write your own content
   2. Link to a URL
   3. Link to your Sitemap
   4. Upload a document
4. Add a title and description to help you stay organized.
5. Complete the content entry, then choose Save.

You can create multiple Knowledge Base entries to power your chatbot across different topics—like booking questions, cancellation policies, or FAQs.

Step 3: Create Your Chatbot

1. In the left-hand menu, go to Marketing > Chatbots.
2. Click Add New Chatbot.
3. Fill in the chatbot details:
   1. Title
   2. (Optional) Upload a custom icon
   3. Add a Welcome Message (e.g., “Hi! Do you have questions about our tours?”)
   4. Assign the chatbot to specific domains or pages on your website   
4. Click Create Chatbot.

You can create multiple chatbots for different sections of your site, each with its own messaging and domain.

Step 4: Install the Chatbot on Your Website

Once your chatbot is created:

1. In the Chatbots menu, locate your bot and click Install.

2. You’ll see a JavaScript snippet. Copy this code.
3. Paste the code into your website’s HTML, or send it to your web developer to insert it.

You only need to do this step if you haven’t already added the TripWorks script to your site during onboarding.

Step 5: View Chat History

After installation, TripWorks will begin collecting visitor interactions.

• Go to the History tab under Chatbots to view chats and see what users are asking.
• Use this insight to improve your Knowledge Base over time!

Tips & Best Practices

• Use clear, searchable titles and content in your Knowledge Base.
• Tailor your welcome messages to match the page topic or customer intent.
• Test your chatbot flow internally before going live.