BolChat Platform Guide

BolChat works in four simple steps. First, you create a knowledge base by uploading your company documents. Then you build an agent that uses that knowledge to answer questions. Next you customize how the widget looks. Finally, paste a single script tag and go live.

How It Works — The Platform Flow

Your documents are chunked into smaller pieces and converted into mathematical vectors. When a visitor asks a question, the AI searches these vectors for the most relevant context, then generates a precise answer using only the matched content. This is called RAG (Retrieval Augmented Generation) — it prevents the AI from making things up.

Preparing Your Documents

The quality of your AI agent depends entirely on the quality of data you feed it. Clean, well-structured documents produce accurate, reliable answers. Messy data produces inconsistent, sometimes incorrect responses.

Aim for 5–50 pages per document. Too large = noisy chunks where details get lost. Too small = missing surrounding context the AI needs for complete answers.

What to Upload — Content Strategy

Think of your knowledge base as the agent's brain. If information isn't in the KB, the agent can't answer questions about it. Prioritize these:

• Product and service descriptions with detailed specs and pricing — include all tiers and plans
• FAQs your support team answers daily — highest-value docs because they directly match user queries
• Onboarding guides, how-to manuals, and step-by-step tutorials
• Company policies — shipping times, return windows, refund criteria, privacy, terms of service
• Your actual website copy — product pages, landing pages, about page. The bot should know everything your site says
• Case studies and testimonials — helps the bot sell by sharing relevant success stories
• Competitor comparison documents — 'Why choose us over X' content handles competitive questions professionally

What NOT to Upload

• Internal HR documents or employee handbooks (unless the bot serves internal employees)
• Raw spreadsheets, financial reports, or data tables — AI cannot reliably parse tabular data
• Documents that are primarily images, scanned PDFs, or infographics — OCR extraction is limited
• Outdated product information or sunset feature docs — the AI will confidently cite old info
• Confidential documents you wouldn't want exposed to website visitors

Content Quality & Chunking Tips

BolChat splits your documents into smaller "chunks" for vector search. How you structure content directly impacts retrieval quality.

Keeping Your Knowledge Fresh

A knowledge base is never "done" — it's a living system. Follow this maintenance schedule:

• Monthly review: Delete outdated docs, re-upload updated versions. Check if products, services, or prices changed.
• After every product launch: Upload new docs before you go live — your bot should be ready from day one.
• Version your files: Name them with dates (pricing-2024-q4.pdf, return-policy-v3.pdf) to spot stale content easily.
• Monitor Analytics: Frequent 'I don't have enough information' responses = your KB has gaps that need filling.

Multilingual Knowledge

BolChat auto-detects visitor language and responds accordingly. However, response quality depends on your KB:

• Upload documents in each language you support. English KB + Spanish query = on-the-fly translation, which works but isn't as precise.
• Avoid machine-translated documents. Google Translate output introduces awkward phrasing the AI replicates verbatim.
• Prioritize your top 2–3 languages. If 80% speak English and Hindi, complete your KB in both first.

Measuring Knowledge Quality

Writing Effective System Prompts

The system prompt defines who your agent is, how it speaks, what it knows, and what it should never do. A great prompt = a great agent. A vague prompt = a generic, unhelpful bot.

System Prompt Checklist

Every effective prompt answers these five questions:

Prompt Templates for Common Use Cases

Temperature & Confidence Tuning

These two settings control creativity vs. accuracy. Getting them right is the difference between a reliable agent and an erratic one.

Conversation Design

Greeting, quick replies, and teaser are your agent's first impression. Make them count.

• Quick replies: Add 2–3 common starting points — 'Show pricing', 'Track order', 'Talk to sales'. Reduces friction dramatically.
• Teaser message: Use something business-specific — '📦 Need help tracking your order?' converts better than 'Chat with us'.
• Keep greetings under 30 words. Long greetings intimidate visitors and reduce engagement.

Multi-Agent Strategy

Different pages serve different purposes. Use separate agents optimized for each:

Premium Effects (Optional)

Go to the Deploy tab in your dashboard. Copy your API key and Agent ID. Replace the placeholders below with your actual values.

Plain HTML

Paste before the closing </body> tag:

<script
  src="https://api.bolchat.tech/static/widget.js"
  data-key="YOUR_API_KEY"
  data-agent="YOUR_AGENT_ID"
  data-api-url="https://api.bolchat.tech"
></script>

Next.js (App Router)

Add to your root layout.tsx:

import Script from "next/script";

export default function RootLayout({ children }) {
  return (
    <html lang="en">
      <body>
        {children}
        <Script
          src="https://api.bolchat.tech/static/widget.js"
          data-key="YOUR_API_KEY"
          data-agent="YOUR_AGENT_ID"
          data-api-url="https://api.bolchat.tech"
          strategy="afterInteractive"
        />
      </body>
    </html>
  );
}

React (Vite / CRA)

Inject the script in a useEffect:

import { useEffect } from "react";

function App() {
  useEffect(() => {
    const script = document.createElement("script");
    script.src = "https://api.bolchat.tech/static/widget.js";
    script.setAttribute("data-key", "YOUR_API_KEY");
    script.setAttribute("data-agent", "YOUR_AGENT_ID");
    script.setAttribute("data-api-url", "https://api.bolchat.tech");
    script.async = true;
    document.body.appendChild(script);
    return () => { document.body.removeChild(script); };
  }, []);

  return <>{/* your app */}</>;
}

Angular

Add to src/index.html before </body>:

<script
  src="https://api.bolchat.tech/static/widget.js"
  data-key="YOUR_API_KEY"
  data-agent="YOUR_AGENT_ID"
  data-api-url="https://api.bolchat.tech"
></script>

Vue.js

Add to index.html before </body>:

<script
  src="https://api.bolchat.tech/static/widget.js"
  data-key="YOUR_API_KEY"
  data-agent="YOUR_AGENT_ID"
  data-api-url="https://api.bolchat.tech"
></script>

WordPress & Shopify

WordPress: Go to Appearance → Theme Editor → footer.php, paste before </body>. Or use a plugin like "Insert Headers and Footers".

Shopify: Online Store → Themes → Edit Code → theme.liquid, paste before </body>.

The Analytics dashboard provides real-time metrics on visitor interactions. Use this data to identify knowledge gaps, refine prompts, and measure ROI.

Continuous Improvement Cycle

• Week 1: Deploy and collect data. Don't optimize yet — just observe patterns.
• Week 2: Review conversations. Find top 5 unanswered questions. Add those topics to your KB.
• Week 3: Refine system prompt based on tone/style. Adjust temperature if too rigid or creative.
• Monthly: Delete outdated KB docs, re-upload current versions, run the 20-question test again.

📚 Knowledge Base

🧠 System Prompts

🎨 Widget Design