Getting Started
Quickstart: Your first assistant in 5 minutes
Go from sign-up to a live, embedded assistant in five minutes — no coding required.
This guide takes you from a brand-new account to a working assistant on your website. It assumes nothing — no developer, no API keys, no training data.
Step 1: Create your account
Go to gabbex.com and click Get started free. You can sign up with email and password or use a single sign-on provider. After confirming your email, you will land on the dashboard.
Step 2: Create your first assistant
From the dashboard:
- Click Create assistant.
- Give it a name your team will recognise — for example, “Acme Support” or “Acme Pre-sales”.
- Pick the language your visitors speak.
- Pick a tone — friendly, professional, or casual.
You now have an empty assistant. It can talk, but it knows nothing about your business yet.
Step 3: Add a knowledge source
Open your new assistant and go to Sources. Pick the option that matches where your content already lives:
- Website — paste your URL and Gabbex will crawl your pages.
- Files — upload PDFs, manuals, or policies.
- Notion — connect a workspace and pick the pages or databases to sync.
- Q&A — type your most common questions and answers directly.
You can mix and match. Most teams start with their website plus a handful of Q&A entries for the questions that always come up.
When the source finishes processing, the assistant is ready to answer.
Step 4: Test the assistant
Open the Chat tab inside the assistant. Ask the questions your customers ask the most:
- “What is your return policy?”
- “How long does shipping take to the UK?”
- “Do you offer monthly billing?”
If a reply is wrong or incomplete, that is a signal to add a Q&A entry or improve the source page. The assistant only knows what you have given it.
Step 5: Turn on tools (optional but recommended)
In the Tools tab you can enable:
- Lead capture — the assistant will ask for name, email, or phone when buying intent is detected.
- Escalate to human — when the AI is not confident or the visitor asks for a real person, the conversation is handed to your team and you are notified by email and in the notification bell.
Both tools are configurable. You can change when they trigger and what the assistant says.
Step 6: Deploy to your site
Open the Deploy tab. Copy the embed snippet — it is a single <script> tag — and paste it into your site’s HTML, just before the closing </body> tag.
If you are on Shopify, WordPress, Webflow, Wix, or Squarespace, the snippet drops in via your usual “custom code” or “header/footer” setting.
That is it. The widget is live. Open an incognito window, visit your site, and try a real conversation.
What to do next
- Read Connecting your website and the other source guides to deepen your knowledge base.
- Read Lead capture tool and Escalate to human to fine-tune how the assistant collects information and hands off.
- Read Deploying the widget for advanced embed options and domain restrictions.