Quick start
Ingest your first document, chat with it, and embed an Informly widget on a test page in about ten minutes.
This walkthrough takes a brand-new Informly organization to a working chat widget. You'll end with a script tag you can paste into any HTML page.
What you'll do
- Create a project to hold your widget and documents.
- Upload a document and wait for it to finish processing.
- Test the AI in the in-app chat to make sure it's answering well.
- Embed the widget on a test page.
You should be able to get through this in about ten minutes, not counting document processing time.
1. Create a project
Projects group related widgets and documents together. Most teams have one project per product or website.
Open the projects page
From the sidebar, go to Projects → New project.
Name your project
Give it a name and a one-line description. The name shows up in the widget config dropdown, so use something recognizable like "Acme Marketing Site" rather than "Project 1".
Save
Click Create. You'll land on the project detail page.
Read more about projects in Projects → Overview.
2. Upload a document
Open the documents page
From the sidebar, go to Documents → Upload.
Pick a file
Drag in a PDF, Word document, or .txt file up to 20 MB. You can also paste in plain text or crawl a website.
Wait for processing
Informly extracts the text, splits it into chunks, and indexes each chunk in a vector database. The status badge moves through Pending → Processing → Completed. Larger documents take longer — most finish in under a minute.
If processing fails, the badge turns red and the document detail page shows the reason. The most common causes are scanned PDFs with no text layer and files over the 20 MB limit. See Troubleshooting.
3. Chat with your document
Open the document and click Chat with document. This is a private sandbox where you can ask questions and see how the AI answers them. The answer cites the source chunks it used so you can verify accuracy.
Try a few questions you know the document contains. If the answers are wrong, the document might need to be re-uploaded with better quality, or split into smaller files.
4. Create a widget
Open the widgets page
Go to Widgets → New widget.
Configure the basics
Give the widget a name, pick the project you just created, and choose a layout. Chat bubble is the default and works for most sites.
Assign your document
On the widget detail page, open the Documents tab and tick the document you uploaded. The widget will only answer from documents you assign to it.
Preview it
Open the Preview tab. A working copy of the widget loads — try the same questions you tested against the document.
5. Embed it on your site
On the widget detail page, open the Embed tab and copy the script snippet. It looks like this:
<script>
(function () {
const s = document.createElement('script');
s.src = 'https://YOUR-INFORMLY-DOMAIN/widget/informly-chat-widget.js';
s.setAttribute('data-informly-api-url', 'https://YOUR-INFORMLY-DOMAIN');
s.setAttribute('data-informly-widget-key', 'YOUR-WIDGET-PUBLIC-KEY');
document.head.appendChild(s);
})();
</script>Paste it into the <head> or just before </body> on a test page. Open the page in your browser and you'll see the launcher in the corner. Click it and ask a question.
For embedding details — including the four widget layouts, how to set the launcher position, and how to lock the widget down to specific origins — see Widgets → Embedding.
What's next
You've got a working widget. From here you'd usually:
Tune the AI persona
Give the assistant a name, role, tone, and target audience so its answers fit your brand.
Match your brand
Set colors, logo, launcher icon, and position.
Add a human handoff
Route conversations to live agents when the AI hits its limits.
Connect a data source
Pull in Slack, Salesforce, or Google Drive content automatically.