Quick Start Guide

Get your first AI chatbot up and running in under 5 minutes.

Prerequisites

  • A Monology account (sign up at monology.io)
  • OpenAI or Azure OpenAI API credentials (for AI-powered responses)
1

Create a Workflow

Navigate to Studio → Workflows and click Create Workflow.

  1. Give your workflow a descriptive name (e.g., "Customer Support Bot")
  2. You'll see a canvas with a Start and End node already connected
  3. These are the required entry and exit points for every conversation
2

Add an Agent Node

The Agent node is where AI magic happens. It processes user messages and generates responses.

  1. Click the + button between Start and End nodes
  2. Select Agent from the node types
  3. Configure your LLM provider (OpenAI or Azure OpenAI)
  4. Add your API credentials
  5. Write a system prompt describing your bot's behavior
Tip: Start with a simple prompt like: "You are a helpful customer support assistant for [Your Company]. Answer questions about our services politely and professionally."
3

Create a Widget

Widgets are the chat interfaces your users interact with.

  1. Go to Studio → Widgets and click Create Widget
  2. Name your widget and select the workflow you just created
  3. Customize the appearance (colors, button text, theme)
  4. Configure integration settings (optional identity verification, token limits)
Tip: You can also create a widget directly from the Workflow Builder by clicking on the End Node and using the widget attachment option.
4

Deploy Your Chatbot

You have multiple options to deploy your chatbot:

Option A: Share a Chat Link

Get a shareable URL that opens the chat directly. Choose between permanent or temporary links with configurable expiry.

Option B: Embed with JavaScript

Copy the embed code and paste it into your website's HTML:

<script src="https://your-subdomain.monology.io/chat-widget.js"></script>
<script>
  const widget = initMonologyWidget({
    containerId: 'your-widget-url-id',
    urlId: 'your-widget-url-id'
  });
</script>

Option C: React/Next.js Package

Install the npm package for React applications:

npm install @monology-io/chat-widget
⚠️ CSS Warning:

The host site should not have CSS directly applied to semantic elements like p, a, ul, li, etc. Otherwise, it will conflict with the Widget's CSS and disturb its appearance.

5

Test & Monitor

Use the live preview to test your chatbot before going live. Once deployed:

  • View all conversations in the Conversations section
  • Monitor usage stats on the Dashboard
  • Filter conversations by workflow, widget, device, or location

Next Steps

Core Concepts

Understand how workflows, nodes, and widgets work together

Agent Node Deep Dive

Learn about LLM configuration, tools, and knowledge bases

Embedding Options

Detailed guide for JavaScript and React integration