A step-by-step guide — no coding required.

A list of the questions customers ask, and the pages or PDFs that answer them. Without that, any chatbot will sound generic.
Gather your FAQ, shipping and returns policy, product pages and any price list. Most teams already have this; it is just scattered.
In DeskClerk AI you paste a URL or upload files. The assistant reads the text and builds chunks it can search. Scanned images are not supported — the text has to be selectable.
Ask the ten questions you get most. Check the answer and the source under it. If something is wrong, fix the document, not the chatbot.
Paste the snippet before your closing body tag, or use a code block in your site builder. Load it with defer so it does not block the page.
Set a handoff path to email, phone or WhatsApp. Require contact details before handoff so you never get a dead-end conversation.
A good answer is short, quotes your own page and ends with the next step: a link, a form or a person. If the visitor has to ask a second question to act, the answer is not finished.
Uploading scanned PDFs with no selectable text, answering from memory instead of the page, and leaving no way to reach a person. Each one turns a helpful assistant into a dead end.
Watch three numbers: the questions people ask most, the questions the assistant could not answer, and how many conversations produced contact details. Those three tell you what to fix next.
Add the missing page, or write the answer directly in the workspace. The question is already recorded as a gap, in the visitor's own words.
Product notes checked against what the software actually does. Updated October 2026.
This guide is part of the DeskClerk AI blog: short, specific notes for teams that want their website to answer customers. A step-by-step guide — no coding required.

Written for the people who answer the questions.
The assistant can only answer from what you give it. Before choosing any tool, gather the pages and documents that already answer your customers.

Only counts from the product.
| Capability | DeskClerk AI | A generic chatbot |
|---|---|---|
| Answers from your content | Yes | Fixed script |
| Shows the source | Yes | Rare |
| Lead capture | Included | Add-on |
| Handoff included | Yes | Higher tiers |
| Setup | About 10 minutes | Days |
The pages that answer your top questions.
Ask the ten questions you get most.
Add the missing page, not a workaround.
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