Quick start guide

Get started with Cascade AI in minutes

Follow this step-by-step guide to set up your AI-powered chatbot, upload your knowledge base, and start helping customers instantly.

4 Simple Steps to Launch

Complete setup in under 30 minutes and start delivering instant, accurate answers to your customers.

Step 1 · 2 minutes

Create your account

Sign up for Cascade and create your workspace. No credit card required to get started with our free trial.

Create your account screenshot
Step 2 · 5-10 minutes

Upload your knowledge base

Add your documentation, FAQs, and support content. Cascade automatically processes and indexes your content for instant retrieval.

Screenshot coming soon

Step 3 · 5 minutes

Configure your chatbot

Customize the chatbot appearance, set welcome messages, and configure behavior to match your brand and workflow.

Screenshot coming soon

Step 4 · Same day

Deploy to your website

Add the widget snippet to your site and start helping customers instantly. Track performance through your dashboard.

Screenshot coming soon

What you'll build

Cascade provides everything you need to create an intelligent, branded chatbot for your business.

Dashboard Overview

Monitor conversations, track performance metrics, and gain insights into customer queries.

  • Real-time conversation analytics
  • Message volume and response metrics
  • User satisfaction tracking
  • Popular questions and topics

Knowledge Base Management

Easily manage your content sources and keep your chatbot knowledge up to date.

  • Drag-and-drop file uploads
  • Support for PDFs, docs, and web pages
  • Automatic content indexing
  • Version control and updates

Widget Customization

Make the chatbot widget match your brand with complete customization options.

  • Custom colors and themes
  • Branded welcome messages
  • Position and size controls
  • Light and dark mode support

Embed the widget in seconds

Add this simple code snippet to your website before the closing </body> tag. The widget automatically inherits your theme and workspace configuration.

Works anywhere

Compatible with all modern websites and frameworks

Auto-updates

Widget improvements deploy automatically, no code changes needed

Fully customizable

Control position, colors, messages, and behavior via dashboard

Widget Code
<script
  src="https://widget.nezchat.com/nezchat-widget.umd.cjs"
  data-tenant-key="your_api_key_here"
  data-theme="auto"
  data-lang="en"
></script>

Tip: Add data-position="bottom-right" to control placement.

Launch checklist

Complete these tasks to ensure a successful deployment and maximize the value of your AI assistant.

1

Ensure sources are ingested

Verify that all your uploaded documents and URLs have been fully processed and indexed.

2

Test in Playground

Use the dashboard playground to verify the chatbot answers questions correctly before going live.

3

Enrich Knowledge Base

Add missing information or "Golden Questions" as raw text to cover gaps and improve accuracy.

4

Embed the Widget

Copy the script tag and add it to your website or platform to make the chatbot visible.

5

Monitor Feedback

Check initial conversation logs and user feedback to fine-tune responses.

Need help? Our onboarding team will co-pilot your first deployment and share best practices tailored to your audience. Contact us

Ready to get started?

Create your account and start building your AI assistant today. No credit card required for the free trial.