SCStartupCoreDOCS

CHATBOT

Chatbot prerequisites

Complete these steps in the org portal before embedding the chatbot on your website.

1. Create account

  • Go to https://org.startupcore.com/signup
  • Create your organization account.
  • Verify your email from the Cognito link.
  • Log in at https://org.startupcore.com/login and open the org dashboard.

2. Choose a plan

Free — fine for dev/test and exploring the dashboard. Starter / Growth / Premium / Business — production usage with higher limits (billing → upgrade or public pricing checkout). StartupCore Internal and internal_free are platform-only — not available to customer signup or self-service.

3. Enable chatbot service

  • Open Feature matrix (or Billing → services) for your tenant.
  • Enable Chatbot on the workspace/environment you will use.
  • Single-business template: a hidden default environment is created automatically — you still enable chatbot on it.
  • Multi-environment workspace: enable Chatbot separately on Dev, UAT, and Prod as needed.

4. Workspace and environment

  • Hierarchy: Tenant → Workspace (product/client) → Environment (dev/uat/prod or hidden default).
  • Single business: one workspace, default environment (may be hidden in UI).
  • SaaS product: Dev / UAT / Prod environments per workspace.
  • Agency: one workspace per client, environments per stage.

5. Create bot

  • Org dashboard → Chatbot → Bots → Create bot.
  • Copy botId (for example bot_abc123) — you need it for widget, React, SDK, and REST calls.

6. Add knowledge and publish

  • Chatbot → Knowledge Base → add Q&A items (question, answer, optional tags).
  • Publish the bot when content is ready — unpublished bots return errors to visitors.

7. Configure allowed domains

  • Chatbot → Widget setup (or Environment settings) → Allowed domains.
  • Production: example.com and www.example.com (hostnames only, no https:// prefix).
  • Local dev: add localhost:3000 only in dev/non-prod environments.
  • 403 DOMAIN_NOT_ALLOWED means the page origin is not listed.

8. Create API keys

  • public_widget — browser/widget/React; bound to botId; pk_live_* prefix; safe in HTML.
  • secret_server — backend/BFF only; sk_live_* prefix; never expose in browser or NEXT_PUBLIC_* env vars.
  • Secrets are shown once on create/rotate — copy immediately.

9. Choose integration method

  • Widget script — any website.
  • React — @startupcore/chatbot-react StartupCoreChatbot.
  • SDK — @startupcore/api-client widget module from your BFF.
  • REST API — curl or any HTTP client.

10. Test before production

  • Use Test Bot in the org dashboard.
  • Embed on an allowed domain (or localhost in dev).
  • Send a message; check Conversations and Analytics.
  • Confirm fallback and rate-limit behavior matches your plan.

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