> ## Documentation Index
> Fetch the complete documentation index at: https://botcadence-a5dbc408.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Get started with Botcadence in minutes - choose chat agent or voice calling

## Choose Your Path

Botcadence offers two powerful features. Choose the one that fits your needs, or use both!

<CardGroup cols={2}>
  <Card title="Website Chat Agent" icon="globe" href="#website-chat-agent-quickstart">
    Create an AI chat agent for your website. Perfect for customer support, lead generation, and engagement.
  </Card>

  <Card title="Voice Calling" icon="microphone" href="#voice-quickstart">
    Enable AI-powered voice conversations through phone calls. Handle inbound calls or launch outbound campaigns.
  </Card>
</CardGroup>

## Website Chat Agent Quickstart

### Step 1: Create Your Account

1. Sign up at [Botcadence](https://app.botcadence.com/signup)
2. [Create your organization](/docs/setup-organization)
3. Verify your email address

<Check>
  You're now ready to create your first chat agent!
</Check>

### Step 2: Create a Chat Agent Project

1. Navigate to the **Projects** page in your dashboard.
2. Click the **New Project** button.
3. Fill out the project details:
   * **Project Name**: Enter a name for your project (e.g., "Customer Support Bot").
   * **Description**: Briefly describe your project.
   * **Domain**: Select the domain that best matches your use case.
   * **Language**: Choose the preferred language for your chat agent.
4. Click **Create Project** to finish setup.

### Step 3: Configure Your Chat Agent

1. Navigate to your project in the dashboard.
2. Click on **Chat Settings** in the project menu.
3. Configure your agent's behavior and appearance:
   * **AI Configuration**: Write your custom system prompt to define the agent's personality and goals. Select your LLM model and adjust the temperature.
   * **Appearance**: Update the UI elements like Bot Name, Icon, and Primary Theme Color to match your brand.
   * **Chat Experience**: Set up welcome messages, quick questions, and lead capture.

<Check>
  Project configuration is streamlined—simply follow the tabs in Chat Settings to get your agent ready!
</Check>

### Step 4: Add Your Knowledge Base

**Option A: Upload Documents**

1. Go to "Knowledge Base"
2. Click "Upload Document"
3. Select your files (PDF, DOCX, etc.)
4. Wait for processing

**Option B: Crawl Your Website**

1. Go to "Knowledge Base"
2. Click "Add Website"
3. Enter your website URL
4. Start crawling

<Tip>
  Start with your most important documents or your main website pages.
</Tip>

### Step 5: Customize Your Chat Agent

1. Go to "Chat Settings"
2. Set welcome message
3. Customize bot name and icon
4. Add quick questions
5. Configure lead capture (if needed)

### Step 6: Embed on Your Website

Add this script to your website (before `</body>` tag):

```html theme={null}
<script
  src="https://your-domain.com/widget/embed.js"
  data-chatbot-widget
  data-project-id="YOUR_PROJECT_ID"
  data-api-endpoint="https://api.botcadence.com"
></script>
```

Replace `YOUR_PROJECT_ID` with your actual project ID from the dashboard.

<Check>
  Your chat agent is now live on your website!
</Check>

### Next Steps for Chat Agent

* Learn about [Widget Setup](chat-agent/widget-setup) for advanced configuration
* Set up [Lead Capture](chat-agent/lead-capture) to collect leads
* Customize [Appearance](chat-agent/customization) to match your brand
* Configure [Integrations](common/integrations) to sync data

***

## Voice Calling Quickstart

### Step 1: Enable Voice Features

1. Go to Organization settings
2. Enable "Voice Features"
3. Configure voice provider (Twilio, Exotel, or Frejun)
4. Add API credentials

<Info>
  You'll need an account with a voice provider (Twilio, Exotel, or Frejun) to use voice calling.
</Info>

### Step 2: Add Phone Numbers

1. Go to Organization > Phone Numbers
2. Click "Add Phone Number"
3. Select your provider
4. Purchase or select a phone number
5. Configure number settings

### Step 3: Create a Voice Project

1. Click "Create Project"
2. Select "Voice" as project type
3. Enter project name (e.g., "Customer Support Line")
4. Configure basic settings
5. Click "Create"

### Step 4: Configure AI Settings

1. Go to "AI Settings"
2. Choose your LLM model
3. Set temperature and response style
4. Add your knowledge base (same as chat agent)

### Step 5: Set Up Voice Settings

1. Go to "Voice Settings"
2. Choose TTS provider (OpenAI TTS recommended)
3. Select voice (gender, accent, tone)
4. Set language
5. Adjust speaking rate

### Step 6: Choose Your Setup

#### Option A: Inbound Calls

**Set up inbound call handling:**

1. Go to Voice > Inbound Calls
2. Click "Create Inbound"
3. Select your business phone number
4. Write welcome message
5. Configure call features (recording, transcription)
6. Activate

<Check>
  Your inbound line is now active! Calls to your number will be answered by AI.
</Check>

#### Option B: Outbound Campaigns

**Launch an outbound campaign:**

1. Go to Voice > Outbound Campaigns
2. Click "Create Campaign"
3. Select "Interactive" or "Static" campaign type
4. Upload contact list (CSV with phone numbers)
5. Write conversation script or message
6. Configure call settings
7. Launch campaign

<Check>
  Your outbound campaign is now running!
</Check>

### Next Steps for Voice

* Learn about [Inbound Calls](/voice/inbound-calls) setup
* Create [Outbound Campaigns](/voice/outbound-campaigns)
* Configure [Phone Numbers](/voice/phone-numbers)
* Set up [Call Features](/voice/call-features) like recording and transcription

***

## Common Next Steps

### For Both Features

**Configure Integrations:**

* Connect Google Sheets for data export
* Set up webhooks for real-time events
* Integrate with your CRM

**Set Up Analytics:**

* View conversation analytics
* Track performance metrics
* Generate reports

**Optimize Your AI:**

* Fine-tune AI settings based on performance
* Add more knowledge base content
* Test and iterate

## Need Help?

<CardGroup cols={2}>
  <Card title="Chat Agent Documentation" icon="globe" href="chat-agent/overview">
    Complete guide to website chat agents
  </Card>

  <Card title="Voice Documentation" icon="microphone" href="voice-agent/overview">
    Complete guide to voice calling
  </Card>

  <Card title="Testing Playground" icon="flask" href="chat-agent/testing">
    Test your chat agent and voice calls
  </Card>

  <Card title="Integrations" icon="plug" href="projects/integrations">
    Connect with Google Sheets, CRM, and webhooks
  </Card>
</CardGroup>

<Note>
  **Questions?** Visit our [dashboard](https://app.botcadence.com/dashboard) for additional resources and support, or check out our [blog](https://botcadence.com/blogs) for tips and best practices.
</Note>