Voyant AI: The New User Welcome Guide
Everything you need to get your AI assistant from "Loading" to "Live".
Your new account gives you access to a powerful, self-learning chat widget. Unlike traditional chatbots that use rigid menus, Voyant AI uses natural language processing to understand customer intent and provide human-like responses.
What your AI does for you:
🚀 Quick Start Checklist
Follow these steps in order to get your bot from "Loading" to "Live":
- ✅ Customise: Set your brand colours in the Widget Appearance tab.
- ✅ Train (Personality): Define your bot's tone in the Personality tab.
- ✅ Train (Knowledge): Scrape your website URLs or add manual facts.
- ✅ Test: Use the Sandbox bubble (bottom right of your portal) to chat with your bot.
- ✅ Upgrade: Move to a paid plan to enable the bot on your live website.
1. Your Free Tier Account & Scale
The Free Tier is designed specifically for you to test the technology and see the results first-hand in our Sandbox environment. To protect our systems and ensure high-speed performance, the Free Tier includes a generous testing limit.
| Plan | Best For... | Monthly Limit |
|---|---|---|
| Free Tier | Internal Testing | 1,000 Sandbox interactions. |
| Starter | Small Sites | 50 Chats (Live Domain) |
| Pro | Growing Brands | 500 Chats (Live Domain) |
| Growth | Scaling Agencies | 1,500 Chats (Live Domain) |
| Enterprise | High Traffic | 5,000 Chats (Live Domain) |
You can monitor your real-time interactions and remaining Free Tier test limits on your Dashboard at any time.
2. Training Part 1: Personality
The System Prompt is the "Employee Handbook" for your AI. It dictates its Role, Tone, and Goals.
"You are the official customer support assistant for [Your Business Name]. Speak in a friendly, professional, and energetic tone. Keep answers concise (under 3 sentences). Your primary goal is to answer questions and provide helpful information. If you do not know an answer, do not make it up; instead, offer to have a human expert reach out."
3. Training Part 2: Knowledge Base
Feed your AI specific data so it becomes an expert on your business.
- The Scraper: Paste your website URLs (FAQs, Services, About Us) into the scraper. The bot will "read" your site and remember the facts.
- Manual Knowledge: Type specific facts directly into the portal that might not be on your site (e.g. "Our standard services include plumbing. We offer 24/7 emergency callouts for a base fee of £150").
4. Managing Leads
When your bot captures a lead, the system handles the admin for you:
- Email Alert: You will receive an instant email with the lead's contact details and a summary of the enquiry.
- Portal Log: The lead appears in your Captured Leads tab. Click "View Conversation" to see exactly what was discussed before you call them back.
5. Installing the Bot
Once you are happy with how the bot is responding in the Sandbox preview, it is time to go live.
- Navigate to the Dashboard and select your preferred plan.
- Once upgraded, go to the Widget Appearance tab.
- Click Copy Code under "Your Full Embed Code".
- Paste this code into the Footer of your website builder (WordPress, Wix, Shopify, etc.).
6. What Success Looks Like
Before you go live, try to "stump" your bot in the Sandbox. If it handles your questions well and successfully triggers the Lead Generation form, you are ready to upgrade. Most users see their first "live" lead within 48 hours of installation!