AI Chatbot Guide

Create an AI chatbot from documents, website pages, and live data

Ask My Bot helps creators, small businesses, and teams turn existing source material into a public or private AI assistant. You can start with uploaded files, pasted notes, images, website content, and, on supported plans, Live API sources for fresh answer-time data.

Best for

FAQs, menus, product catalogs, service pages, resumes, portfolios, training notes, policies, and operational data.

Source types

PDFs, Word files, text files, spreadsheets, screenshots, scanned images, pasted text, website pages, and Live API context.

Publishing

Share a hosted public page, install a widget, use QR codes, or keep access private for approved signed-in users.

How to build the chatbot

Step 1

Create a bot

Start a bot in Ask My Bot, choose whether it should be public or private, and set the bot name, category, and opening message.

Step 2

Add source content

Upload PDFs, DOC/DOCX, RTF/TXT, XLSX, CSV, images, pasted text, or a website page. Website imports are grouped as refreshable sources, so you can recrawl the same site later without manually deleting old pages. Business and Scale plans can also connect Live API sources for fresh runtime data.

Step 3

Test grounded answers

Ask real customer, visitor, or team questions and check whether the answers match your source material.

Step 4

Publish or embed

Share a public bot page, keep the bot private for approved users, or install the website widget on approved domains.

Step 5

Improve from analytics

Use top questions, unanswered questions, feedback, and lead data to improve source coverage over time, then update documents or refresh website sources when the underlying content changes.

Why Live API matters

Uploaded files and website imports are useful for stable knowledge. Live API sources are useful when the answer depends on fresh data: inventory, availability, schedules, order status, account records, or other endpoint-backed information.

Learn about Live API

What to measure after launch

Track the questions people ask, unanswered topics, feedback, and captured leads. These signals show what source content to add next and which conversations are ready for follow-up.

Explore features

Content checklist for better answers

Stable facts

Add documents for policies, product details, service descriptions, biographies, pricing rules, and other information that does not change every day.

Changing facts

Use Live API on supported plans when answers depend on inventory, availability, schedules, order status, or other runtime data.

Edge cases

Include exclusions, limits, requirements, refund rules, eligibility notes, and contact handoff steps so the bot can avoid overpromising.

Frequently asked questions

Can I create an AI chatbot from a PDF?

Yes. Ask My Bot supports PDF uploads along with DOC/DOCX, RTF/TXT, XLSX, CSV, images, pasted text, and website imports.

Can an AI chatbot answer from a website?

Yes. Ask My Bot can import website page content and use it as source material for grounded answers. If the site changes later, refresh the website source from Training to replace the previous website-imported pages after a new crawl succeeds.

Do I have to delete old website pages before retraining?

No. Website imports are grouped under one refreshable source, so you can refresh the same website without manually deleting each old imported page first.

Can a chatbot use live API data?

Yes. Business and Scale plans support Live API sources so answers can include fresh endpoint data at answer time.

Should my bot be public or private?

Use a public bot when visitors should access it from a hosted page or widget. Use a private bot when access should be limited to signed-in approved emails.

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