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Onboard Chatbot Overview

Deploy an AI assistant that answers your customers' questions, 24/7, using your own knowledge.

What is Onboard Chatbot?

Onboard Chatbot lets you add an AI-powered chat widget to your website that answers visitor questions around the clock, trained on your own documents, FAQs, and company information. Instead of a visitor submitting a ticket and waiting for a reply, they get an accurate, context-aware answer immediately, pulled from content you control.

Who can use it?

Any admin on your Onboard workspace can create, configure, and manage bots. Visitors interact with the deployed widget on your site without needing to log in or create an account — there's nothing for them to set up.

What can it do?

- AI-Powered Responses: context-aware answers grounded in your own content, not generic chatbot filler.
- Your Knowledge Base: upload documents, FAQs, and product info; the bot searches this to answer questions.
- Fully Customizable Widget: control position, theme, colors, header text, and welcome message so it matches your brand.
- Multiple Bots: run a General Bot across your whole site, or Project Bots scoped to specific domains or URLs.
- Full Conversation History: every visitor conversation is logged and searchable.
- Real-Time Analytics: track conversation volume, visitor activity, and trends over time.
- AI-Generated Insights: the bot surfaces FAQ suggestions and conversation trends, so you know what to add to your knowledge base next.
- Optional Email Capture: collect visitor emails directly in the chat, if you choose to turn it on.

Where does the data go?

Conversations and AI processing run on Onboard's AWS infrastructure (SOC 2 Type II compliant). Conversation data is never used to train or fine-tune the underlying models, and it doesn't leave Onboard's environment.

Get started

- New to Onboard Chatbot? Start with Setting Up Your First Bot.
- Ready to train it? See Building Your Bot's Knowledge Base.
- Want it to match your brand? See Customizing Your Chat Widget.
- Curious how it's performing? See Reviewing Conversations & Bot Performance.
- Want more control over how it responds? See Fine-Tuning AI Behavior with Chat Settings.

💡 **Pro tip:** Start simple. Create one General Bot, load your core FAQs, and watch a week of real conversations before spending time on advanced prompt tuning. The bot's own Conversation Trends and FAQ Suggestions will show you exactly where to focus next.