Getting Started with Copianto AI

1. Welcome to Copianto. To get started Click on “Create Your First App”

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2. Give your app a suitable name. Keep it short and simple

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3. Click create an app to proceed

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4. Choose from any of the available source type; File, Link, and/or Text

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5. Choosing link as an example source type, enter your url and click on add link. You can add as many links as possible

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6. Click on upload data to start data ingestion

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7. Data cleaning and ingestion process

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8. After successful data ingestion, train your app to effectively answer your users’ questions

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9. You have simply created an app and trained it. Now you can proceed to chat to test out your App or simply start integrating it.

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10. To integrate your app on your website, web app, etc, you have to create an api key.

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11. Give a short name to your api key and click on create token

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12. In case of integrating in your wordpress website, click to copy your api key.

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13. In case of embedding on a website, click on embed on website

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14. Copy the code snippets that show in modal and paste as appropriate.

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15. To integrate on WordPress, you have install Copianto WordPress Plugin. Click on plugins

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16. Click on upload plugin, or search for Copianto Plugin from WordPress Directory

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17. Upload plugin file and click on install now

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18. To start using your plugin, click on Activate Plugin.

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19. Now you can find your Copianto Plugin on your sidebar. Click on it to set it up on your website.

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20. Check the box to ensure your app is active on your website

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21. Select whether to use as a chat or as a search

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22. Paste the API keys you have generated on your Copianto account here.

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23. Save your changes. Your users can now interact with your app now.

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