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Getting started

2 min read

This page takes you from a new account to an assistant answering your customers. Allow about fifteen minutes, plus the time your documents take to index.

Sign up at answers.snoowl.com/signup.

  1. Enter your Work email and select Create account.
  2. Open the link in the verification email. The link works for 24 hours. If the email hasn’t arrived after a minute, select Resend verification email. The earlier link then stops working.
  3. Enter your Full name and a Password, then select Complete signup. The password needs 12 to 200 characters, mixing at least two of lower case, upper case, digits and symbols. You’re then signed in to your new workspace.

If the address already has an account, the email asks you to sign in instead.

A new workspace pays from a balance. It starts with a one-time welcome credit, and has room for three assistants until you add funds. See Billing.

After that, sign in at answers.snoowl.com with your Work email and password. If you forget your password, use Forgot password? on the sign-in page.

  1. Create an assistant. On the Assistants page, select New assistant. Give the assistant a Name, usually your product or help centre, and select Create assistant.

    To look around before you add your own documents, select Try with sample docs instead. That adds Tallyfold demo, an assistant built from five documents of a fictional company’s help centre.

  2. Add your documents. In the Docs section, select Add docs and choose Upload files, From a sitemap, A web page or Paste text. You can also drag files onto the page. Each document shows Indexing while Snoowl Answers prepares it, then Answering once the assistant can answer from it. See Add your documents.

  3. Ask it questions. In the Playground, ask what your customers ask. Each answer shows its sources and a badge: Answered from your docs, or Declined — not in your docs. Playground answers are charged like any other answer.

  4. Make it sound like you. In Assistant settings, set the assistant’s name, your company name, a tone, and the message it gives when your documents don’t cover a question. See Assistant settings.

  5. Put it live. Choose one way, or both:

    • On your website: in Widget, select Create website key, list the websites the widget may run on, and paste the one-line snippet before </body> on your site. See Website widget.
    • Behind your own chatbot: in Endpoint, select New key, copy the key (it’s shown only once), and call the API from your server. See API overview.
  6. Watch how it does. Conversations lists every answer with its sources and feedback. Unanswered groups the questions your documents didn’t cover, so you know which documents to write next. See Conversations.

Everyone in a workspace sees the same assistants. What each person can change depends on their role:

RoleIn an assistant
OwnerEverything, plus inviting and removing teammates
MemberEverything: documents, settings, keys, the widget and the Playground
ViewerSees everything, but can’t change documents, settings or keys, and can’t use the Playground

An owner invites teammates from Workspace settings, under Team, with Invite.