Getting started

Four steps from signup to a live AI employee on your website.

  1. 01

    Sign up with your website

    Create an account and enter your business URL. Pearchat scans your public pages to build an initial knowledge base.

  2. 02

    Review what it learned

    Check your business profile and knowledge sections in the dashboard. Edit anything that is outdated or missing.

  3. 03

    Test before going live

    Use the built-in test chat to ask the questions your customers actually ask: pricing, hours, services, and policies.

  4. 04

    Deploy the widget

    Copy the embed snippet from your deploy page and paste it into your site. The chat widget goes live immediately.

Best practices

Small changes to your website content can dramatically improve answer quality.

Keep key info on public pages

Services, pricing, hours, locations, and FAQs should live on crawlable pages, not buried in PDFs or login-only areas.

Use clear, specific language

Write policies and offerings in plain language. The more explicit your site content, the more accurate the AI replies.

Review conversations weekly

Check your inbox for questions the AI struggled with. Update your knowledge base to close gaps before they repeat.

Set handoff expectations

Make sure your team knows when to step in. Complaints, custom quotes, and sensitive requests should always go to a human.

Launch checklist

Run through this list before sharing the widget with customers. It takes about 15 minutes.

See full product overview
  • Website scan completed and business profile reviewed
  • Knowledge sections updated with current services and policies
  • Test chat checked with your top 10 customer questions
  • Widget snippet added to your website
  • Allowed domains configured in settings
  • Team notified about conversation inbox and handoff process

Troubleshooting

Common questions about setup, accuracy, and deployment.

The AI gave an incorrect answer. What should I do?
Update the relevant knowledge section or business profile in your dashboard, then re-test the question. You can also re-analyze your website if your site content has changed significantly.
The widget is not appearing on my site.
Confirm the embed snippet is placed before the closing </body> tag. Check that your domain is listed in allowed domains under Settings, and clear your browser cache before retesting.
How do I keep answers up to date?
Edit knowledge directly in the dashboard whenever your offerings change. Use the re-analyze option on the Knowledge page to refresh content from your website.
Can I use Pearchat on multiple domains?
Yes. Add each domain in Settings under allowed domains. Scale plan customers can run multiple AI employees for different brands or locations.
Where do escalated conversations go?
Conversations that need a human appear in your dashboard inbox. Configure email handoff in Settings so your team gets notified immediately.

Need help getting set up?

Start your free trial and explore the dashboard, or reach out if you need help with a custom deployment.