Documentation

Everything you need to create and deploy AI chatbots for your website.

Getting Started
Create your first chatbot in minutes
Adding Knowledge
Train your chatbot with your content
Customization
Match your brand and style
Embedding
Add the widget to your website
Security
Domain allowlists and API keys
Conversations
View and manage chat history

Getting Started

SiteCortex lets you create AI-powered chatbots that can answer questions about your business, product, or service. Here's how to get started:

1

Create an account

Sign up with your email. You'll get a 7-day free trial with full access to all features.

2

Create a chatbot

Give your chatbot a name and optionally customize the system prompt to define its personality.

3

Add knowledge

Upload documents or paste text that your chatbot should know about. This becomes its knowledge base.

4

Customize appearance

Choose colors and messages that match your brand.

5

Embed on your site

Copy the embed code and paste it into your website. Your chatbot is now live!

Get Started Free

Adding Knowledge

Your chatbot can only answer questions based on the knowledge you provide. The more relevant content you add, the better your chatbot will perform.

Text Content

Paste FAQs, product descriptions, policies, or any text directly. Great for quick additions or content that doesn't exist in a document.

Document Upload

Upload PDF or TXT files. SiteCortex extracts the text and makes it searchable. Perfect for existing documentation, guides, or manuals.

Supported formats

  • PDF files (up to 10MB)
  • Plain text files (.txt)

How it works

When you add content, SiteCortex breaks it into smaller chunks and creates embeddings (numerical representations). When a visitor asks a question, we find the most relevant chunks and include them as context for the AI to generate an accurate response.

Customization

Make your chatbot match your brand with these customization options:

Primary Color
Used for the chat button, header, and user message bubbles.
Widget Position
Choose bottom-right or bottom-left corner placement.
Welcome Message
The first message visitors see when they open the chat.
Placeholder Text
Hint text shown in the message input field.

System Prompt

The system prompt defines your chatbot's personality and behavior. Use it to:

  • Set the tone (professional, friendly, casual)
  • Define what topics to focus on
  • Add specific instructions or constraints
  • Include company-specific terminology

Embedding the Widget

Adding your chatbot to any website is simple. Just copy and paste one line of code.

Installation

Go to your chatbot's Embed tab and copy the embed code. It looks like this:

<script src="https://sitecortex.io/widget.js" data-bot-id="your-bot-id"></script>

Paste this code just before the closing </body> tag on any page where you want the chatbot to appear.

Platform-specific guides

WordPress
Go to Appearance → Theme Editor → footer.php, or use a plugin like "Insert Headers and Footers" to add the script to your footer.
Shopify
Go to Online Store → Themes → Edit code → theme.liquid, and paste the code before the closing body tag.
Webflow
Go to Project Settings → Custom Code → Footer Code, and paste the embed code.
HTML / Static sites
Simply paste the code before </body> in your HTML file.

Chatbot status

Your chatbot must be set to Active for the widget to work. Draft chatbots won't load, and Paused chatbots will show an unavailable message.

Security

SiteCortex includes several security features to protect your chatbot from misuse.

Domain Allowlist

Restrict which websites can use your chatbot. When configured, only requests from allowed domains will be accepted. Leave empty to allow all domains.

Example domains

example.com, www.example.com, shop.example.com

API Key

Each chatbot has a unique API key used to authenticate requests. If you suspect your key has been compromised, you can regenerate it from the chatbot settings. Note that this will require updating your embed code.

Rate Limiting

All API endpoints are rate-limited to prevent abuse:

  • Chat messages: 20 requests/minute per visitor
  • Widget initialization: 60 requests/minute per domain

Data Privacy

All data is stored in EU data centers (GDPR compliant). Conversations are retained for 30 days by default, configurable per chatbot. Visitors can request deletion of their conversation data.

Conversations

View and manage all conversations from your chatbot dashboard.

Conversation List

See all conversations with visitor information, message counts, and timestamps. Click any conversation to view the full message history.

Email Collection

Enable email collection in the Appearance settings to ask visitors for their email before starting a chat. Collected emails appear in the conversation list and can be used for follow-up.

Export

Export conversation data for analysis or record-keeping. Exports include message content, timestamps, and visitor information.

Usage Tracking

Monitor your message usage in the sidebar. Usage resets monthly and counts each conversation exchange (user message + assistant response) as one message.

Ready to get started?

Create your first chatbot in minutes. No credit card required.

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