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Obsidian Gold — Complete Setup Guide

Everything from installation to going live

📋 Table of Contents
  1. After Installation — Admin First Steps
  2. Creating Your First Chatbot
  3. Training Your Bot (FAQs & Keywords)
  4. Adding Quick Reply Buttons
  5. Website Integration (All Platforms)
  6. Live Agent Chat Setup
  7. SMTP Email Configuration
  8. Managing Leads
  9. Analytics & Reports
  10. Client Management (Admin)
  11. Troubleshooting Common Issues

1
After Installation — Admin First Steps

  1. Login at https://chat.savjgroup.com/login.php with admin credentials set during install
  2. Go to Admin → SMTP Email — Configure email so clients get notifications
  3. Go to Admin → SEO Settings — Set title, description, Google Analytics code
  4. Go to Admin → Packages — Edit or create pricing plans (they appear on homepage instantly)
  5. Go to Admin → Settings — Update homepage hero text, contact info, social links
  6. Go to Admin → Announcements — Create a welcome message for new clients

2
Creating Your First Chatbot

  1. Login at https://chat.savjgroup.com/client/index.php
  2. Click 🧠 Bot Training in sidebar, then + New Bot
  3. Choose an industry template (Real Estate, Beauty, Finance, etc.) for pre-built FAQs
  4. Enter bot name, set theme color, write a welcome message
  5. Click Create Chatbot →
💡 Templates: Each template includes 5 ready-made FAQs and 4 quick reply buttons so your bot works immediately after creation!

3
Training Your Bot (FAQs & Keywords)

  1. Go to Bot Training → FAQs tab
  2. Enter keywords (words visitors type): price, cost, charges, rate, fees
  3. Enter the question and a clear answer
  4. Set priority (10=highest) and click Add FAQ
Example:
Keywords: price, cost, charges, rate
Question: What is your pricing?
Answer: Our plans start from ₹999/mo. Want a custom quote?
Synonyms Tab: Teach bot that "cost" = "price" = "charges" = "fee" so all variations work.
Documents Tab: Upload PDF/TXT files — bot searches them automatically when no FAQ matches.

4
Adding Quick Reply Buttons

  1. Go to Bot Training → Quick Replies tab
  2. Add buttons visitors see when they open the chat
  3. Action types: Send Message, Open URL, WhatsApp, Capture Lead
Examples: 💰 Pricing 📞 Call Us 📅 Book Demo 📲 WhatsApp

5
Website Integration

⚡ One Line of Code — Works Everywhere
<script src="https://chat.savjgroup.com/widget/widget.js?id=YOUR_BOT_ID" defer></script>
Find your Bot ID in Dashboard → click your bot card → copy the ID shown
📝 WordPress
Appearance → Theme Editor → footer.php → paste before
🛒 Shopify
Online Store → Themes → Edit Code → theme.liquid → paste before
🎯 Wix
Settings → Custom Code → Add Code → Body End → All Pages
🌐 HTML
Find tag → paste script just before it → save & upload

6
Live Agent Chat Setup

  1. Go to Themes page → enable Live Agent Tab toggle
  2. Go to 👤 Live Agent in sidebar
  3. Select your bot, click Go Online
  4. Visitors see a "Live Agent" tab in your widget
  5. You receive and reply to messages in real-time
When offline: Visitors leave a message. Bot captures their lead automatically so you can follow up!

7
SMTP Email Configuration

  1. Go to Admin → SMTP Email
  2. Click a provider preset (Gmail, Zoho, Outlook, SendGrid)
  3. Enter email and password (Gmail = App Password)
  4. Enter From Name, click Save
  5. Click Send Test Email to verify
Gmail App Password: Google Account → Security → 2-Step Verification → App Passwords → Generate for "Mail"
Auto-emails: Welcome · New Lead · Password Reset · Subscription · Ticket Reply

8
Managing Leads

  1. Go to 🎯 Leads in sidebar
  2. Filter by status: New, Contacted, Qualified, Converted, Lost
  3. Click 📲 to open WhatsApp chat with the lead instantly
  4. Change lead status using the dropdown
  5. Click ⬇ Export CSV to download leads to Excel

9
Analytics & Reports

📈 Analytics
6-month trend charts for conversations and leads. Bot performance comparison.
💬 Conversations
Full log of every chat session. Device, browser, duration, lead captured.
📄 Documents
Upload PDFs to train bot. Bot searches automatically.
💳 Billing
Current plan, usage, upgrade options, payment history.

10
Client Management (Admin)

  1. Go to Admin → Clients to see all registered users
  2. Click Login As to impersonate any client (for support)
  3. Click + Add Client to create client manually
  4. Go to Subscriptions → apply any package to any client instantly
  5. Go to Packages → create new plans → they appear on homepage and registration page
  6. Use SMTP → Bulk Email to send updates to all clients

11
Troubleshooting

❓ Widget not showing
Check: 1) Bot status is Active 2) Script URL is correct 3) Bot ID matches 4) Open browser F12 console for errors 5) No ad-blockers
❓ 500 Error on install
MySQL strict mode issue. The installer handles this automatically. Verify DB user has CREATE TABLE permission.
❓ Emails not sending
Admin → SMTP → Send Test Email. Gmail needs App Password not regular password. Check host/port is correct.
❓ Bot giving wrong answers
Add more keywords. Use Synonyms. Higher priority = shown first when multiple FAQs match.
❓ Login redirects to install
Config file missing. Re-run install.php or check includes/config.php exists with correct DB details.
❓ 403 on directories
Normal security behavior. Only /install.php and /login.php etc. should be accessed, not folders.
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