How to Train an AI Website Chatbot on Your Docs (Step-by-Step)

What you’ll achieve

By the end, your chatbot will answer product questions from your documentation, qualify visitors, and hand off sales‑ready leads to booking or your CRM—without human delay.

Prerequisites

• Website or docs with up‑to‑date content
• PDFs/FAQs or knowledge base articles (optional)
• A BookmyLead AI account

Step 1 — Prepare high‑quality sources

Consolidate your best content: docs, FAQs, pricing, onboarding guides, and security pages. Remove outdated or contradictory sections. Clear, current content is the biggest lift on answer accuracy.

Step 2 — Connect your website and docs

In BookmyLead AI, add your root domain and key doc sections. Choose a crawl depth that includes product, pricing, and integration pages. Avoid crawling changelogs or noisy content. You can add exclusions to keep the knowledge base tight.

Step 3 — Upload PDFs and files

Upload PDFs such as case studies, whitepapers, and security overviews. The system will parse text and merge it into your knowledge base.

Step 4 — Organize your knowledge base

• Group content by topic (e.g., Pricing, Security, Integrations, Onboarding).
• Keep private/internal docs separate if you don’t want them exposed.
• Favor single‑source truths over duplicated content.

Step 5 — Tune response style and guardrails

Pick a mode: Sales, Support, Lead Qualifier, or Strict FAQ. Set tone, length, and link preference. Enable “grounded answers only” to avoid speculation and keep responses sourced from your content.

Step 6 — Capture leads and route handoffs

• Collect name, email, company, and use case.
• Gate advanced answers until email is captured if lead quality matters more than volume.
• Offer instant booking with your calendar link and sync to your CRM.

Step 7 — Test with realistic prompts

• “Does this integrate with HubSpot and Google Calendar?”
• “What’s the difference between Starter and Team plans?”
• “How do I embed the chatbot on my website?”
• “Where can I find your security documentation?”

Refine sources or answers until responses are concise, accurate, and linked to docs.

Step 8 — Deploy to your website

Paste the one‑line embed on your site. Enable proactive triggers on Pricing and Docs pages or on exit‑intent to maximize engagement.

Suggested KPIs

• First response time: < 1s
• Engagement rate: 5–12% of visitors
• Email capture rate: 20–40% of engaged
• Meeting set rate: 20–35% of qualified