Complete guide

From zero to a working AI chat widget, end to end.

This is the complete setup, with context on why each step matters. No steps skipped. In a hurry? Jump to the 4-step quick version.

1

Create your account and organization

Go to the sign-up page and create an account. On first login you'll be asked to create or join an organization: this is your tenant. Everything you add (documents, database connections, API keys) belongs to this organization, and every teammate you invite into it shares the same knowledge base.

You land on the Free plan automatically. No credit card required.

2

Add your first source

You can add knowledge three ways, and mix all three. The widget draws from everything at once:

  • Upload a file: go to Knowledge base and upload a PDF, Word doc, CSV, TXT, or Markdown file. It's automatically chunked and embedded.
  • Add a URL: paste a link to a help-center page, FAQ, or docs page on the same Knowledge base screen. The page is scraped and indexed the same way.
  • Connect a database: go to Databases, pick your engine (Postgres, MySQL, SQL Server, or Oracle), and paste a connection string for a read-only account. Nothing is copied out, questions trigger a live, sandboxed, read-only query instead.

Important: anything you add is answerable to anyone who visits a site where your widget is embedded. There's no login on the widget itself. Don't add confidential or sensitive information you don't want exposed that way.

3

Get your public API key

Go to Widget & API key and click Generate new key. Copy it now. It's shown once. This key is safe to publish in client-side HTML: it only grants scoped, rate-limited read access to your knowledge base, and can't be used to log into your dashboard.

4

Embed the widget on your site

Paste this before the closing </body> tag on any page of your website:

<script
  src="https://pelifi.com/widget.js"
  data-tenant-key="ragpk_your_public_key"
  defer
></script>

That's the whole snippet, data-tenant-key is the only attribute it needs. A chat bubble appears in the bottom-right corner automatically; set the title, accent color, and which corner it docks to from the Widget & API key page in your dashboard, where changes apply live with nothing to re-embed.

5

Test it before going live

Use the Playground in your dashboard to ask questions against your knowledge base before publishing the widget anywhere. It's the exact same answering pipeline the public widget uses, so if an answer looks right there, it'll look right on your site.

6

Upgrade when you outgrow the free plan

The Free plan is a real trial, enough to test everything end to end. When you're ready for more sources, higher question volume, database connections, or to remove the "Powered by Pelifi" footer, go to Billing in your dashboard and pick a plan. Checkout is instant and self-serve; you can cancel any time from the same page, no need to contact anyone.

Ready to try it yourself?

Start free. No card required