Steps to Launch a New GPT Assistant
Step 1: Go to Axis AI → Installation
Navigate to the Axis AI tab in your workspace, then click Create New GPT.
Step 2: Choose a Deployment Type
Select Website Widget. This option lets you embed the assistant into any webpage via a copy-paste script.
Step 3: Name Your Assistant
Give your assistant a name, e.g., “SupportBot” or “Ada – Sales AI”.
Step 4: Add Knowledge via Data Sources
You can upload documents or sync content to train your GPT Assistant. Click Add Data Source and choose one of the following options:
- Upload files: PDF (.pdf), Word (.docx), Excel (.xlsx)
- Sync from URLs or help docs
Your GPT Assistant learns from uploaded content to answer customer questions more accurately.
Step 5: Customize Behavior
Set the tone (Friendly, Formal, Technical, etc.) and define escalation logic, for example: “If the bot can’t answer → escalate to agent” or “take over from bot.” You can also control visibility by language, region, or page URL.
Step 6: Test in the Playground
Use the Axis AI Playground to simulate real chats. Try asking questions like “How do I cancel my subscription?” or “What’s our refund policy?” This helps you refine the assistant before going live.
Step 7: Embed on Your Website
Copy the auto-generated JavaScript embed code and paste it into your website’s <head> or footer, depending on your CMS or developer setup. Works with Webflow, WordPress, Wix, and custom sites.
You’re Live!
Your AI assistant is now live on your site and trained using your documents.
Tips
- Update your data regularly to keep the assistant current.
- You can upload multiple files at once.
- Use folders to organize uploads by topic (e.g., “Pricing”, “Troubleshooting”).