Setup Wizard

The Setup Wizard guides you through configuring your chatbot in 5 steps. It launches automatically after plugin activation, or you can access it anytime from Inqyra > Settings > Run Setup Wizard.

The step indicator at the top tracks your progress through the wizard

Step 1: Welcome & License

The first step welcomes you and offers the option to activate a premium license.

• Free users: Simply click Next to continue — no license is required
• Premium users: Enter your license key and click Validate to unlock premium features

Step 1: Enter your license key or skip to continue with the free version

After validation, a checkmark list shows which premium features are unlocked (document upload, webhooks, synonyms, statistics).

Step 2: AI Provider & API Key

Choose which AI provider will power your chatbot and enter your API key.

Choosing a Provider

Select one of the four available providers:

Provider	Best For	Get API Key
Claude (Anthropic)	Recommended — excellent reasoning and natural responses	console.anthropic.com
OpenAI	Wide model range, GPT-4o for balanced quality/cost	platform.openai.com
Google Gemini	Cost-effective, fast response times	aistudio.google.com
Mistral	European provider, competitive pricing	console.mistral.ai

Step 2: Select your AI provider — Claude is highlighted as the recommended choice

Entering Your API Key

1. Click on your chosen provider card
2. Enter your API key in the field that appears
3. Click Validate to verify the key works
4. Once validated, choose a model from the dropdown

After validation succeeds, the model selector appears

Query Rewriting (Optional)

Enable Query Rewriting to improve search accuracy. When enabled, a fast AI model rephrases visitor questions before searching your knowledge base. This uses a lightweight model (e.g., Claude Haiku, GPT-4o-mini) to keep costs low.

Step 3: Chatbot Configuration

This step has two parts: basic settings and widget appearance.

Part A: Basic Settings

• Chatbot Name — The name shown in the widget header (defaults to your site name)
• Language — Select the language your chatbot speaks (26 languages available). This determines the language of the chatbot responses and the widget interface text
• System Prompt — Instructions that tell the AI how to behave

Step 3a: Configure your chatbot's name, language, and behavior

AI Prompt Builder

Click Generate with AI to use the built-in prompt builder. It asks you a few questions about your business and generates a tailored system prompt for you.

The AI prompt builder helps you create an effective system prompt through a short conversation

Advanced Settings

Expand the Advanced Settings section to configure:

• Max Tokens per Response — Maximum length of each AI response (default: 4096)
• Daily Token Limit — Maximum tokens the chatbot may use per day (0 = unlimited)
• Cost Limit (USD) — Maximum daily spending (0 = unlimited)
• Hourly Request Limit — Maximum chat messages per hour (0 = unlimited)

Part B: Widget Appearance

Customize how the chat widget looks on your website. A live preview on the right side of the screen updates as you make changes.

Step 3b: Customize the widget appearance with real-time preview

Available settings:

Setting	Description
Primary Color	Main color for the header, buttons, and user messages
Text Color	Text color on colored backgrounds
Header Title	Title displayed in the chat window header
Header Subtitle	Smaller text below the title
Greeting Message	The first message visitors see when they open the chat
Button Text	Optional text shown on the chat toggle button
Send Button Text	Optional label on the send button
Widget Position	Corner placement: bottom-right, bottom-left, top-right, or top-left
Powered By	Footer credit text
Header Icon	Upload a custom avatar image for the chat header
Show Icon in Messages	Display the avatar next to assistant messages
Mobile Enabled	Show the widget on mobile devices
Display Mode	Show on all pages, only selected pages, or everywhere except selected pages

Step 4: Content Indexing

In this step, Inqyra crawls your website content and creates the knowledge base.

Select Post Types

Choose which content types to index:

• Posts and Pages are available on all plans
• Custom post types (e.g., products, portfolio items) require a premium license

Step 4: Select which content types to include in your knowledge base

Advanced Crawl Settings

Expand Advanced Settings to choose which HTML tags to extract content from. The defaults (<p>, <h1>–<h4>, <li>, <td>, <blockquote>, <figcaption>) work well for most sites.

Start Indexing

Click Start Indexing to begin. A progress bar shows two phases:

1. Crawling — Inqyra reads your pages and splits content into chunks
2. Generating embeddings — Your browser converts chunks into searchable vectors

The progress bar tracks both the crawling and embedding phases

Embeddings are processed in your browser

The embedding step runs in your browser using Transformers.js. Keep the browser tab open until processing completes. The tab does not need to stay in the foreground.

Step 5: Complete

Your chatbot is ready! The wizard shows a summary of your configuration. Click the button to go to your agent configuration where you can fine-tune settings at any time.

Step 5: Setup complete — your chatbot is live!

Next Steps

• Visit the Dashboard to monitor your chatbot
• Fine-tune settings in Configuration
• Learn about the Knowledge Base to manage your indexed content