Documentation

Build your AI chatbot
in 5 steps

From signup to a live chatbot on your website — no coding required. Follow this guide and you'll be up and running in under 10 minutes.

01

Create Your Account

Sign up for free — no credit card required. Your free plan includes 1 chatbot, 50 messages/month, and 100 pages indexed.

  1. 1Go to https://www.pagecortex.com/signup and create your free account
  2. 2Enter your work email and a password
  3. 3Confirm your email, then open the dashboard

Tip: Start with the free plan to explore the platform, then upgrade when you're ready to go live.

02

Add Your Website

PageCortex crawls your website and indexes its content so your chatbot can answer questions accurately.

  1. 1Go to Dashboard → Websites
  2. 2Click "Add Website" and enter your domain (e.g. yourcompany.com)
  3. 3PageCortex will crawl and index up to 100 pages automatically
  4. 4Wait for the status to show "Indexed" — usually under 2 minutes

Tip: You can add multiple URLs to focus on specific pages, or use a sitemap URL to bulk-import all pages at once.

03

Create Your First Bot

A bot is your AI assistant — give it a name, personality, and connect it to your website's knowledge.

  1. 1Go to Dashboard → Bots → New Bot
  2. 2Give your bot a name (e.g. "Support Assistant")
  3. 3Select your indexed website as the knowledge source
  4. 4Set a system prompt to define the bot's personality and scope
  5. 5Click "Create Bot" — your bot is now live

Tip: System prompt example: "You are a helpful support assistant for Acme Corp. Answer questions about our products, pricing, and policies. If you don't know the answer, say so and suggest contacting support@acme.com."

04

Test Your Bot

Use the built-in preview to test your bot before embedding it on your site.

  1. 1Open your bot from the Bots dashboard
  2. 2Click the "Preview" button to open a live test window
  3. 3Ask questions your customers actually ask
  4. 4Adjust the system prompt if needed to refine the tone

Tip: Try asking questions your customers actually ask — edge cases, product comparisons, pricing questions.

05

Embed on Your Website

Add your chatbot to any website with a single line of code. No framework required.

  1. 1Go to your bot settings and copy the embed snippet
  2. 2Paste it before the closing </body> tag on your website
  3. 3The chat widget appears automatically on all pages
<script
  src="https://www.pagecortex.com/widget.js"
  data-bot-id="YOUR_BOT_ID"
  async
></script>

Tip: Paste before </body> on your marketing site, pricing page, or docs portal. See platform-specific guides below if needed.

Integrations

PageCortex has two layers: knowledge sources that teach your bot from static content (RAG), and live API integrations that let it look up real orders, products, and shipping during chat.

Knowledge sources

SourcePlansStatus
Website crawlAll plansAvailable
Sitemap importStarter+Available
File upload (PDF, DOCX, TXT, MD)Starter+Available
NotionGrowth+Coming soon
Google DriveGrowth+Coming soon
GitBook, Zendesk, ConfluenceScale+Coming soon

Live API integrations (Growth+)

Shopify

Growth+

Connect your Shopify store via the Admin API for live order, product, and shipping lookups.

Base URL

https://your-store.myshopify.com

Credentials

  • Admin API access token (shpat_...)

Suggested endpoints

  • /admin/api/2024-01/orders/
  • /admin/api/2024-01/products/
  • /admin/api/2024-01/shipping_zones.json

AI tools enabled

  • Order status
  • Shipment tracking
  • Product availability
  • Shipping estimate

WooCommerce

Growth+

Connect WooCommerce REST API for order and inventory questions during chat.

Base URL

https://your-store.com

Credentials

  • Consumer Key (ck_...)
  • Consumer Secret (cs_...)

Suggested endpoints

  • /wp-json/wc/v3/orders/
  • /wp-json/wc/v3/products/
  • /wp-json/wc/v3/shipping/

AI tools enabled

  • Order status
  • Shipment tracking
  • Product availability
  • Shipping estimate

Custom REST API

Growth+

Any REST API with GET endpoints. Whitelist paths and pass auth via header.

Base URL

https://api.yourcompany.com

Credentials

  • Authorization header (e.g. Bearer token or API key)

Suggested endpoints

  • /orders/
  • /products/
  • /shipments/
  • /shipping/

AI tools enabled

  • Configurable per endpoint whitelist

Setup steps

  1. 1Upgrade to Growth or Scale (live API integrations require API access on your plan).
  2. 2Open Dashboard → Integrations and click Add integration.
  3. 3Choose Shopify, WooCommerce, or Custom REST. Enter your store URL and API credentials.
  4. 4Add allowed endpoint paths — only whitelisted paths can be called by the AI.
  5. 5Click Test to verify connectivity, then enable the integration.
  6. 6Use the Live Test Console on the same page to simulate customer queries like "Where is my order 1234?"

Credentials are AES-256 encrypted server-side and never exposed to visitors or included in chat prompts. Sensitive fields (emails, payment info, tokens) are stripped from API responses before the AI sees them.

Frequently Asked Questions

Everything you need to know about using PageCortex.

How long does it take to set up a chatbot?

Most users have a working chatbot embedded on their site within 5–10 minutes. The crawling process takes 1–2 minutes for most sites.

What AI models are used?

Free and Starter plans use GPT-4.1 Mini — fast and cost-effective. Growth, Scale, and Enterprise plans unlock GPT-4.1 (most capable) and smart auto-routing that selects the best model per query.

What happens when my message limit is reached?

The chatbot will notify users that the limit has been reached for the month. You can buy add-on message packs (1K, 5K, or 10K) from the Billing page, or upgrade your plan to get a higher monthly limit.

Does the chatbot answer in real time?

Yes — responses are streamed in real time. Most answers appear within 1–2 seconds.

How does the chatbot know what's on my website?

PageCortex crawls your website, splits the text into chunks, and creates vector embeddings stored in our database. When a user asks a question, we find the most relevant chunks and pass them to the AI along with the question — this is called RAG (Retrieval-Augmented Generation).

Can I update my website's content and re-index?

Yes. Go to Dashboard → Websites → select your site → click "Re-crawl". The bot's knowledge will update to reflect your latest content.

Can I customise what the chatbot looks like?

The widget supports a custom accent color and position. Full white-label (remove PageCortex branding) is available on Starter plan and above.

Is my data secure?

Yes. All data is encrypted at rest and in transit. Your content is only used to answer questions for your own bot — it's never shared with other users or used for training.

Can I cancel my subscription anytime?

Yes — cancel anytime from Billing → Manage Subscription. You'll keep access until the end of your billing period.

Ready to get started?

Create your free account and have a chatbot running in minutes.