How to Start with Upsellic

Account Registration

To start using Upsellic, you need an account. The registration process is quick and does not require a credit card — every new account receives a free trial period.

Click the "Try for free" button on the homepage or navigate directly to the registration form.

Enter your details and create a password. You can also sign up with one click using Google or LinkedIn. After registration, you will be automatically logged in and redirected to the dashboard.

Creating a Website

A website represents your online store in the Upsellic system. Each website has its own domain, product feeds, and chat widgets.

In the sidebar menu, click Websites, then click the "Add website" button.

Enter your store name (e.g. "My Store") and domain (e.g. mystore.com). The domain is needed to verify that the widget is displayed only on your website.

Select the platform your store runs on from the list: Custom (WooCommerce, Magento, and others), Shopify, or BigCommerce.

Product Feed

A product feed is an XML file containing data about your products — names, descriptions, prices, images, specifications. This is what the AI chatbot uses to learn your product catalog and recommend products to customers.

In the sidebar menu, click Feeds, then click "Add new feed".

Enter a name (e.g. "Products — My Store"), select your website, and paste the URL to your data source. Then choose one of the product feed types:

• Google Shopping — standard XML feed in Google Shopping format. Single-language — one feed per language.
• Facebook Catalog — XML feed in Facebook Catalog format. Single-language — one feed per language.
• Shopify Products — fetches products directly from your Shopify store's public products.json endpoint.
• Custom XML — Upsellic can map any custom XML structure to products. Configure field mapping in the visual editor.
• Upsellic Products — Upsellic's native XML format. The feed can be in any language — during import, content is automatically translated into all languages configured in your store's widgets.

In the Languages tab, select the source language of the data in the feed. Each website can have only one feed per language — this way the AI chatbot knows which language the product data is in.

In the Schedule tab, you can set up automatic feed imports at specific times (GMT). This keeps your product data up to date without any manual effort — for example, every morning.

Click Create feed. The feed will be added to the list, but the import will not start automatically — you will trigger it manually in the next step.

• Shopify — select the "Shopify Products" type and enter your store address. The integration will fetch products automatically.
• Google Shopping / Facebook — if you already have an advertising feed, use its URL. Upsellic supports both formats natively.
• Other platforms — prepare an XML file according to the Upsellic specification (available in the documentation).

Content Feed

A content feed is optional but very valuable. It contains content such as information pages, FAQ, guides, blogs, or privacy policies. With it, the AI chatbot knows not only your products, but also the answers to your customers' most common questions.

Just like with the product feed — go to Feeds → "Add new feed".

Enter a name (e.g. "FAQ and Guides"), select your website, and paste the URL to your data source. Then choose one of the content feed types:

• Sitemap — automatically scans your website's sitemap and identifies content pages using AI. No CSS selectors needed — Upsellic extracts content automatically.
• Upsellic Content — Upsellic's native XML format for importing FAQ pages, guides, and blog articles. The feed can be in any language — content is automatically translated into all languages of your store's widgets.

Just like with the product feed — in the Languages tab, select the source language of the content, and in the Schedule tab, set up automatic imports.

• FAQ — frequently asked questions and answers
• Return policy — information about returns, complaints, warranties
• Shipping — delivery methods, costs, fulfillment times
• Guides and blogs — product articles, shopping advice

Running the Import

After adding feeds, you need to run the import so that Upsellic can download data from your XML files, process it, and index it for semantic search. This is a crucial step — without the import, the AI chatbot will not know your products.

On the feed list, you will see your added feeds. Each one has a "Run import" button next to it.

Run the import for each feed separately. The system will download the data, process it, optimize it for AI, and prepare translations. Import progress is displayed in real time.

Shortly after starting the import, you will see an estimated completion time in the ETA column. Once finished, a summary will appear — showing how many products or content items were imported.

After a successful import, you can go to the Products section in the dashboard to see all imported products with their images, prices, and descriptions. Imported content items can be found in the Content section.

Creating a Widget

A widget is an AI chat window that will appear on your website. This is where your customers will talk to an assistant that knows your products and can answer their questions.

In the sidebar menu, click Widgets, then click Add widget.

Select the website you are assigning the widget to and the interface language (e.g. English). The language affects button labels, system messages, and default text in the chat window.

In the Chat settings tab, fill in:

• Button text — the label on the button that opens the chat (e.g. "Chat with AI")
• Chat title — the heading displayed at the top of the chat window
• Subtitle — a short description below the heading (e.g. "Your shopping assistant")
• Welcome message — the first message from the assistant at the start of a conversation
• Goodbye message — the message displayed when the conversation ends

AI Settings

This is one of Upsellic's most powerful features — you can precisely define how the AI chatbot communicates with your customers. The AI configuration is split into two tabs: AI Settings (personality and style) and AI Guidelines (detailed instructions).

Featured product boost — a slider from 1.0 to 3.0, a similarity score multiplier for featured products. A value of 1.0 means no boost, while 3.0 gives maximum priority.

Communication tone — choose one of three styles:

• Professional — factual, formal tone for premium brands and B2B
• Friendly — warm, natural conversational style
• Enthusiastic — energetic, passionate communication style

Response length — decide how detailed the assistant's responses should be:

• Concise — short, to-the-point answers (1-2 sentences)
• Balanced — moderate length (2-4 sentences)
• Detailed — full explanations with context

Sales approach — define how actively AI should recommend products:

• Consultative — gentle suggestions, focus on helping
• Direct seller — actively proposing products
• Educator — product explanations and comparisons

Brand voice and target audience — select tags that describe your brand values (e.g. Innovation, Sustainability, Luxury) and define your target audience. AI will adjust its language accordingly.

Enter detailed instructions for the AI assistant in four categories:

• General guidelines — basic company information, e.g. contact details, business hours, return policies
• Product guidelines — instructions for recommendations, e.g. "Prioritize recommending new arrivals"
• Content guidelines — how to use articles, e.g. "Link to the size guide when customers ask about sizing"
• Mixed guidelines — combining products and content, e.g. "When recommending a product, also link to a related article"

Appearance and Customization

The Upsellic widget can be fully customized to match your store's visual identity.

• Chat window sizes — set width, height, and expanded width
• Position on the page — bottom-right (default), bottom-left, right center, or left center
• Color theme — choose from ready-made themes or create a custom one in the Themes section

Decide which content types should be visible in the chat window. The list is generated dynamically based on your imported content — you only see categories that exist in your feed (About us, FAQ, Blog, Contact, etc.).

See a live preview of your widget with current colors, text, and settings before publishing.

Advanced Settings

• Enable/disable moderation — activate automatic content moderation to block inappropriate messages
• Blocked chat limit — maximum number of blocked messages per session before the user is fully blocked
• Block message — text displayed when a message is blocked

Configure what happens when the AI is unable to help or the customer asks for human support:

• Redirect message — text shown when AI suggests contacting support
• Contact channels — activate the channels your team supports:
  • Live Agent — live conversation in the chat window
  • WhatsApp — redirect to WhatsApp
  • Messenger — redirect to Facebook Messenger
  • Email — email contact
  • Phone — phone number
  • Contact form — link to your website's form

Installing the Widget

The final step — adding the chat widget to your website.

In the widget panel, you will find a ready-to-use code snippet containing your widget identifier.

Paste the copied code right before the closing </body> tag in your website's template.

• Shopify — widget code is embedded automatically through native integration, no manual editing required
• BigCommerce — widget code is embedded automatically through native integration
• WooCommerce — Appearance → Theme Editor → footer.php → paste before </body>
• Google Tag Manager — create a "Custom HTML" tag and paste the widget code

Open your website in a browser. The chat button should appear in the chosen corner. Click it to test a conversation with the AI assistant.

Congratulations!

Your AI sales assistant is ready to go. Monitor conversations and statistics in the Upsellic dashboard to track the chatbot's performance and optimize its behavior.