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Getting started

Create your accountOnboarding: build your first botDashboard tour

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Bot settingsDisplay & chat UXPublishing & embeds

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Vector storesFiles & uploadsDrive importsFile search filters

Tools & integrations

Web searchProduct displayImage generationCalendar schedulingMCP serversWhatsApp

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Getting started / Onboarding: build your first bot
Draft

Onboarding: build your first bot

Use the three-step wizard to name your bot, add instructions, upload a logo, and publish a hosted link or embed script.

Prerequisites

- A verified Raian account (see Create your account).

- For Starter/Pro, the default model is locked during onboarding; Advanced+ can change later in bot settings.

- Optional: a logo image (PNG/JPG, under 2MB) if you want a branded bot card.

Step-by-step

1) Open onboarding

After signup, you're redirected to the onboarding wizard. If you skipped it, revisit /onboarding from the dashboard.

2) Step 1 — Basics

  • Title: the bot name shown in cards and chat.
  • Description: short summary to identify the bot.
  • Greeting title/label: optional text at the top of chat.
  • Logo: upload a PNG/JPG under 2MB.

Click Continue once title and description are set. Validation highlights missing fields.

Placeholder for “Step 1 — Basics” screenshot (title, description, greeting, logo upload).

3) Step 2 — Brain

  • Model: Starter locks the default model; upgrade to change it later in bot settings.
  • Instructions: describe the assistant's role, tone, constraints, and tool usage.
  • Generate with AI: use the helper to draft instructions after 10+ words.
Placeholder for “Step 2 — Brain” screenshot (instructions + Generate with AI).

4) Create bot

Click Create bot. We generate the bot, default vector store, and slug. A success toast confirms creation.

5) Step 3 — Publish

  • Direct link: hosted chat at /chat/[slug].
  • Embed snippet: script tag for the chat bubble.
  • Copy/Embed buttons: copy the script or open the embed modal.
Placeholder for “Step 3 — Publish” screenshot (direct link + embed snippet).

6) Finish onboarding

Click Go to bot workspace to open the bot's workspace (Display, Data, Tools, MCP Servers tabs) or Skip onboarding anytime.

Tips & troubleshooting

- Logo upload fails: ensure PNG/JPG under 2MB; retry or remove the logo.

- Model locked: upgrade from Starter/Pro to change models in bot settings.

- Embed not showing: confirm you copied the script from Publish and placed it before </body>.

- Need to rerun onboarding: revisit /onboarding anytime.

Next up

Take a quick tour of the dashboard and usage cards.

Continue to dashboard tour →