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You can go from zero to a live chat widget on your site in a single session. This guide walks you through creating your account, configuring your workspace, embedding the widget, adding your first agent, setting up a department, and sending a test message to confirm everything works.
KonnectBot’s Free plan requires no credit card. Every new workspace also gets a 14-day free trial of paid features so you can explore the full platform before choosing a plan.
1

Create your account

Open https://chat.konnectbot.com/register and sign up with your email address. You will receive a confirmation email — click the link inside to activate your account and land in the workspace for the first time.
2

Set up your workspace

After you log in, the setup wizard prompts you to:
  1. Name your workspace — use your company or brand name. This appears in agent views and email notifications.
  2. Upload your logo — navigate to Settings → General and upload a PNG or SVG file. Your logo appears in the chat widget header.
  3. Set your timezone — go to Settings → General → Timezone and pick the timezone that matches your primary operating hours. This keeps timestamps and reports accurate for your team.
3

Install the chat widget

Go to Settings → Widget to find your embed snippet. Copy the code and paste it into the <head> or just before the closing </body> tag on every page where you want the chat widget to appear.
widget-embed.html
<!-- KonnectBot chat widget -->
<script>
  window.KonnectBotConfig = {
    workspaceId: "YOUR_WORKSPACE_ID"
  };
  (function(d, s) {
    var js = d.createElement(s);
    js.src = "https://chat.konnectbot.com/widget.js";
    js.async = true;
    d.head.appendChild(js);
  })(document, "script");
</script>
Replace YOUR_WORKSPACE_ID with the ID shown in your Settings → Widget page. The widget appears as a chat button in the corner of your site as soon as the script loads.
Enable the AI assistant in Settings → AI right after installing the widget. Turning it on immediately means your visitors get automated replies even before you have human agents online, so no conversation goes unanswered from day one.
4

Invite your first agent

Go to Settings → Agents and click Invite agent. Enter the agent’s email address and select a role — Agent for front-line responders or Admin for users who also need access to settings. The invitee receives an email with a link to join your workspace and set their password.
5

Configure a department

Departments let you route incoming conversations to the right team automatically. Go to Settings → Departments and click Add department. Give it a name — common examples are Sales, Support, or Billing — then assign the agents who should receive conversations routed to that department. Save the department when you are done.You can add routing rules later in Settings → Routing to direct conversations based on visitor data, page URL, or other conditions.
6

Test the chat

Open your website in a browser. The chat button should appear in the corner. Click it and send a message. Switch to your KonnectBot workspace at https://chat.konnectbot.com/login — you should see the conversation appear in the Inbox. Reply from the workspace to confirm the full round trip is working.If the widget does not appear, check that the script tag is present in the page source and that YOUR_WORKSPACE_ID matches the value in Settings → Widget.

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What to do next

Once your widget is live, here are the most useful things to configure:
  • Build an automation flow — go to Flows and create a greeting or qualification flow so visitors get an instant response even outside business hours. See Flow builder.
  • Connect your store — if you use Shopify or WooCommerce, link your store in Settings → Integrations to surface order and customer data inside conversations. See Shopify or WooCommerce.
  • Review analytics — after a few conversations, open the Analytics tab to see response times and CSAT scores. See Analytics overview.
  • Download the mobile app — your agents can install the KonnectBot app from the iOS App Store or Google Play to handle chats on the go. See Mobile app.
Need help? Email support@konnectbot.com or schedule a demo with the team.