FAQ: Setup & Installation
Getting started with the JakBot package — installation, configuration, and onboarding.
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No. The JakBot team handles the full setup and configuration for you. We install the plugins, configure your AI provider, set up your chatbot’s personality and knowledge base, index your site content, configure scheduling if needed, and customize the chat template to match your brand. You don’t need any technical expertise — just let us know your goals and we’ll handle the rest.
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JakBot is added to any page or post using the
WordPress shortcode. The JakBot team places this shortcode on the appropriate pages during setup. Each bot has a unique ID, so you can place different bots on different pages if needed. The chat widget appears as a floating element or inline block depending on the template chosen. -
JakBot can index pages, posts, and custom post types (including FAQs and WooCommerce products). During indexing, it also includes WordPress tags, categories, and any custom meta fields you configure — this enriches the embeddings and helps the bot find relevant content even for vague questions. You can exclude specific content from indexing through the admin interface. Indexing happens automatically when content is saved, and a bulk indexing tool is available for the initial setup.
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Yes. JakBot is designed to be optimized post-deployment. You can update the system prompt to refine the bot’s personality and responses, adjust the search mode and similarity threshold to improve answer quality, add or update indexed content as your business evolves, and enable additional features like scheduling or Conversation Contracts at any time. The JakBot team is available to help with ongoing adjustments.