Getting Started with HolderChat

HolderChat user guide

Documentation

Summary

HolderChat is an AI chatbot platform that learns from your content and answers visitor questions on your website. You can create bots from the HolderChat dashboard (websites, files, manual context) or connect a WordPress site with the HolderChat Connector plugin for automatic content sync. During beta, the service is free with no credit card required.

Prerequisites

  • A web browser (Chrome, Firefox, Safari, or Edge)
  • Content for your bot: a website, documents, or WordPress pages
  • For embedding: ability to add a script tag to your site (or use the WordPress Connector widget)

Two ways to use HolderChat

Path A: HolderChat Dashboard (holderchat.com)

Best when you want full control from the web dashboard.

  1. Register at holderchat.com
  2. Open Dashboard and click Create Your First Chatbot
  3. Add Knowledge Sources (website, file, or extern API)
  4. Click Rebuild Bot and wait until status is Active
  5. Get embed code and add the widget to any site

See: /documentation/creating-your-first-chatbot/

Path B: WordPress Connector plugin

Best when your content already lives in WordPress.

  1. Install the HolderChat Connector plugin on your WordPress site
  2. In WP Admin → HolderChat → Setup, click Create Chatbot
  3. Choose which pages to sync, then wait for Active status
  4. The chat widget is added automatically; manage the bot in the Dashboard tab

See: /documentation/wordpress-connector-overview/

Key features

FeatureDescription
AI answersBot uses your content to answer questions
CustomizationName, welcome message, avatar, prompts
Multi-languageLanguage packs per bot
Privacy toolsAnonymization and conversation history
Live handoffTelegram and Microsoft Teams support channels
Widget embedOne script tag works on any website

Beta and pricing

HolderChat is in beta testing. The chatbot creation service is currently free with no credit card and no hidden limits. Official pricing plans will be announced at launch. For questions, contact service@holderchat.com.

Quick start checklist

  1. Create an account → /documentation/account-registration/
  2. Create a bot (dashboard or WordPress) → /documentation/creating-your-first-chatbot/ or /documentation/wordpress-connector-setup/
  3. Customize settings → /documentation/bot-behavior-and-messages/
  4. Test → /documentation/testing-your-chatbot/
  5. Embed on your site → /documentation/embedding-the-widget/

Limitations

  • Bots must reach Active status before the widget answers reliably
  • Knowledge changes require a rebuild (automatic or manual depending on path)
  • Website crawling during beta is limited (see Knowledge Sources docs)

Troubleshooting

Symptom: I do not know which path to choose

Cause: Both paths create the same type of chatbot; only the content input differs.

Fix: Use WordPress Connector if your site is WordPress. Otherwise use the dashboard.

Symptom: Widget does not appear

Cause: Bot not Active, or embed code not installed.

Fix: Check status in Dashboard; see /documentation/embedding-the-widget/

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