Chatbaser: Turn Your Brand Story Into A Living Conversation
Your brand story has a heartbeat, and ChatBaser lets people feel it the moment they land on your page. You fill it with your words, your values, and your way of serving people, and it answers as if it has known you for years. Visitors feel guided, seen, and understood, not rushed or pushed. Every answer becomes a tiny, living touchpoint that reflects the heart behind your work.
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ChatBaser is your always on, never tired teammate that turns curious visitors into clear, confident buyers.
With ChatBaser, you take the questions that flood your DMs, WhatsApp, email, and comment section and pour them into one friendly AI chat agent that answers for you, all day and all night.
You know those constant messages that ask what you charge, how to book, whether you work online, or where you are located… every one of those is a potential sale trying to reach you.
When you give ChatBaser your prices, your services, your story, and your rules, it learns to speak for your business in a way that feels warm and simple.
You stop repeating the same details over and over, and you start focusing on content, clients, and creation.
In this guide, you will see exactly how to set up ChatBaser step by step, in plain language, so your first AI agent can be live and helping people in a single focused afternoon.
First, what is ChatBaser in simple words?
ChatBaser is an AI chat agent platform.
In everyday language: it is a smart chat box you can train with your own content so it can answer questions for you on your website, landing pages, or through shareable links.
From the ChatBaser site: you can create and manage unlimited AI chatbot agents from one dashboard, and each agent can have its own training data, personality, and deployment settings.
So you can have:
- One agent for customer support
- One agent for sales and lead capture
- One agent for coaching or course FAQs
- One agent for each local business you run
All living in one clean, simple dashboard.
Why AI chat agents are becoming a must for small businesses
AI is no longer only for big tech companies.
Recent research shows that around 40 percent of small businesses in the United States used AI tools in 2024, up from 23 percent in 2023. MarketingProfs
In a newer 2025 survey, 63 percent of small and midsize businesses said they use AI daily, and almost half of them use AI for customer engagement tools like chatbots.
Many of these businesses report saving 20 or more hours per month and reinvesting that time into growth.
Across other studies, a large share of business owners say AI tools help them feel more confident and compete with bigger brands.
When your business has an AI agent that:
- Knows your offers
- Speaks in your voice
- Answers 24 hours a day
You create a smoother path from “curious stranger” to “happy buyer”.
What makes ChatBaser a good fit for you?
You are the right fit for ChatBaser if you want:
- No coding
You click, type, and upload. The tech work happens quietly in the background. - Your own data
You teach the agent using your PDFs, website, notes, and Q&A so it talks about your business. - Unlimited agents
You can build as many agents as you need for different brands, clients, or projects from one account. - Fast setup
You can go from “nothing” to “my first working bot” in a single focused session.
It feels like training a new team member who already reads fast, writes clearly, and never gets tired.
Plain language: key terms you will see
What is an “AI agent”?
An AI agent is a smart assistant that:
- Reads the information you give it
- Listens to a question from a visitor
- Searches your information
- Replies in normal, human style text
You can decide what it knows, how it speaks, and where it appears.
What is “training data”?
Training data is simply the content you feed into the agent, for example:
- Service pages and sales pages
- PDF guides, menus, or catalogs
- FAQs and policy pages
- Course modules or lesson notes
When the agent answers, it uses this content to reply.
Step by step: Setting up your first ChatBaser agent
You can treat this as a small weekend project.
Step 1: Create your agent in the dashboard
- Log in to Scale.gg and click on ChatBaser, then open your Dashboard.
- Click New AI Agent.
- Give it a simple name like:
- “Main Website Support”
- “Salon Booking Helper”
- “Coaching Info Guide”
- Add a short description for yourself, such as “Answers common questions about prices, services, and booking”.
Once you create it, you are taken into a Playground, which is a safe testing space where you can talk with your agent before making it public.
Step 2: Feed it your content
Inside your agent, you add Sources. Think of sources as “places where my agent can learn”.
You can use four main source types.
1. Files
Perfect for information that already lives in documents.
Examples:
- Salon or clinic price list
- Coaching or consulting packages
- Restaurant menu or event brochure
- Course syllabus or lesson PDFs
You upload PDFs, DOCX, TXT, or CSV. The platform reads them, breaks them into chunks, and stores them so the agent can quote them later.
Helpful move: start with 3 to 5 core documents that cover your offers, prices, and how to buy or book.
2. Text
Ideal when the info only lives in your head or in random notes.
- Click Add Text Source
- Give it a title like “Shipping and Returns” or “About My Coaching”
- Paste in your best current version
- Save it
This is great for:
- Your brand story
- Your unique process
- Common questions people ask you in DMs
- Clarifications that are not written anywhere yet
3. Website
If you already have a website with decent content, you can let your agent read it.
You can:
- Crawl your whole site
- Add your sitemap
- Add a few high value URLs manually
The agent then uses that website content as part of its knowledge.
4. Q&A
This is where you get very intentional.
You write exact questions and the exact answers you want the agent to give.
For example:
- Q: “Do you offer refunds?”
- A: “Yes, I offer a 14 day refund window on digital products. Here is how it works…”
You can list several versions of the question that all point to one clear answer.
This is perfect for:
- Pricing
- Refunds and guarantees
- Terms and conditions
- Things that must be correct every single time
After adding or changing sources, always click Retrain Chatbot so your agent learns the new material.
Step 3: Give your agent a friendly personality
Now the brain is loaded. Time for the voice.
In the Settings or Appearance area, you can:
- Set a display name
Examples: “Luna from Studio Glow”, “Mia, Your Support Buddy”. - Write a warm welcome message, like:
- “Hey, I am here to help you pick the right service.”
- “Hi, ask me anything about prices, booking, or packages.”
- Add suggested questions as quick buttons:
- “Show me your prices”
- “How do I book?”
- “Do you work online?”
- Adjust the profile image
Use your logo, a simple icon, or a friendly avatar. - Match the colors to your brand, so the widget feels like part of your site.
You can also write short instructions telling the agent how to speak, for example:
“Speak in a warm, clear, friendly tone. Use short sentences and keep answers simple. If someone sounds stressed, respond with extra empathy.”
This keeps the style close to how you talk.
Step 4: Put ChatBaser on your site or share it as a link
Once you like how the agent talks in the Playground, you are ready to go live.
You have three main deployment paths.
Option 1: Chat bubble on your website
This is the little circle in the corner that opens the chat window.
- Go to your agent’s Deploy area
- Copy the small script ChatBaser gives you
- Paste it into your website before the closing
</body>tag - Save and publish
Now visitors can start chatting from any page you choose.
Option 2: Embedded chat on a full page
You can also put the chat in the middle of a page, like:
- “Help Center”
- “Support”
- “Start Here”
ChatBaser lets you embed the chat as an iframe, which your web tool treats like any other block or section.
Option 3: Shareable link
You can use your agent without touching your website.
- Go to the Share section
- Copy the direct link
- Drop it into:
- Email footers
- Instagram or TikTok bio
- WhatsApp broadcasts
- Client onboarding messages
Before doing this, set the agent to Public in your security or visibility settings so anyone can access it.
Step 5: Improve it using real conversations
Once people start using your agent, the magic really begins.
Inside your dashboard you can see:
- How many conversations you get
- What questions people ask the most
- Which answers get thumbs up or thumbs down
You can open individual chats, read what happened, and spot patterns.
Then you:
- Find questions that confused the agent.
- Add or edit Q&A entries or text sources to fix them.
- Retrain.
- Test again in the Playground.
Over time, the agent feels sharper, calmer, and more “you”.
Common frictions with AI chat agents and how you can glide past them
Your audience is smart and motivated. You know that. The friction usually appears not from effort, but from small decisions in setup.
Here are the most common mistakes people make with tools like ChatBaser, plus simple ways to stay ahead of them.
Mistake 1: Trying to teach the agent everything on day one
When people first meet AI tools, they often upload every file, page, and note they can find. The agent learns a lot, yet the answers feel scattered. Visitors ask a simple pricing question and get a long story that wanders.
How to avoid it:
Start with one clear job and one tight set of content.
You can ask yourself:
- “What is the number one type of question I want off my plate?”
- “Which 3 to 5 documents or pages already answer that really well?”
Upload only those, plus a small Q&A set, and train. Let your first agent become excellent at that one job, then expand from there.
Mistake 2: Skipping the “why” and “goal”
AI feels exciting, so many people rush in and create an agent without deciding what success looks like. The chat is live, it looks pretty, yet no one is sure what it is meant to achieve.
How to avoid it:
Write one simple sentence that explains your goal before you build. For example:
- “This agent should reduce repetitive DMs about pricing and booking.”
- “This agent should help visitors pick the right package and then click the booking link.”
- “This agent should answer course questions so fewer students drop out.”
When you know the goal, it becomes much easier to choose sources, Q&A pairs, and suggested questions that line up with that result.
Mistake 3: Forgetting to teach the agent your voice
The agent knows your info, yet it may still sound cold or robotic if you do not guide it. Visitors feel like they are talking to a stranger, not to you.
How to avoid it:
Give the agent a short “style guide” in its instructions. You can write it like you speak:
- “Use simple friendly language.”
- “Keep answers short, 2 to 4 sentences.”
- “Talk like a supportive friend, not a corporate robot.”
You can even paste one or two example answers that feel very you. The agent then mirrors that tone across all replies.
Mistake 4: Launching without real world testing
On your side, everything looks fine. The widget loads, the colors match, the welcome text is cute. Visitors then ask messy, real, human questions, and the weak spots appear.
How to avoid it:
Test like a real person before you invite the world in. You can:
- Pretend you are a stressed buyer on your phone
- Ask questions with typos and half thoughts
- Try things like “Do you take deposits?” or “I am scared this will not work for me”
You can also invite a friend or team member to try to “break” the bot and then send you screenshots. Every confusing answer becomes a chance to tighten your sources or add a Q&A.
Mistake 5: Letting the agent run with no human door
People like easy ways to reach a real human, especially for money decisions or sensitive topics. When an AI chat has no clear way to hand off to you or your team, visitors can feel stuck.
Many best practice guides for chatbots suggest providing an exit or escalation option so customers feel supported. Worktual
How to avoid it:
Add simple lines like:
- “If I cannot answer this well, I will share how to contact the team.”
- “For custom quotes or complex cases, I will give you a direct link to message us.”
Then create a Q&A entry that tells the agent exactly how to “escalate”, for example by giving your support email, WhatsApp link, or booking link. This keeps the experience smooth, human, and safe.
Mistake 6: Leaving the agent unchanged for months
Your offers evolve. Prices shift. New services arrive. When the agent stays trained on old information, it slowly drifts away from your real business.
How to avoid it:
Create a tiny ritual. Once every week or every two weeks, you:
- Open analytics
- Look at most common questions
- Skim a few recent conversations
- Add or update one source or Q&A
- Retrain
This can take 15 to 20 minutes and keeps your agent aligned with your current business.
Mistake 7: Ignoring how your audience actually speaks
Many small businesses write their sources in “business language” while their audience uses simple everyday words. The agent learns the business language and struggles when a visitor types, “Do you have deals for first timers?” or “Can I pay little by little?”
How to avoid it:
Borrow the language your people already use. You can:
- Look at DMs, comments, and emails
- Copy exact phrases into your Q&A questions
- Answer in the same friendly style, just with more clarity
Your agent then feels natural, like a person who really listens, not like a script.
Three simple ChatBaser playbooks for your business
1. Local service business support agent
Perfect for: salons, gyms, barbers, clinics, home services, studios.
You can:
- Upload your price list and service menu.
- Add text about location, parking, and opening hours.
- Create Q&A about common questions like “Can I bring a friend?” or “Do you offer kids cuts?”
- Put the chat bubble on your homepage and booking page.
Result: people get instant answers and feel safe booking, even late at night.
2. Creator or coach “Offer Explainer” agent
Perfect for: online coaches, consultants, course creators, influencers with digital products.
You can:
- Upload your sales pages and program outlines.
- Write a clear text source called “Who this is for and not for” in simple, kind language.
- Add Q&A for questions about payment plans, refunds, and time commitment.
- Share the agent link in your bio or under your main offer video.
Result: followers can explore your offers in a private, low pressure chat and reach a yes with more clarity.
3. Course or membership “Study Buddy” agent
Perfect for: online courses, memberships, and training hubs.
You can:
- Upload lesson transcripts, workbooks, and cheat sheets.
- Add a text source that explains how to use the program.
- Tell the agent to answer like a patient, encouraging tutor.
Result: members get fast help when they feel stuck, which keeps them engaged and reduces cancellations.
Tiny bilingual touch: examples in English and Spanish
Here are a few simple lines you can paste into your agent settings.
Welcome message:
- English: “Hi, I am here to help you with prices, booking, and any question about our services.”
- Spanish: “Hola, estoy aquí para ayudarte con precios, reservas y cualquier pregunta sobre nuestros servicios.”
Prompt text in the input box:
- English: “Ask me anything about our products or services…”
- Spanish: “Pregúntame lo que quieras sobre nuestros productos o servicios…”
You can mix both in one message so Spanish speaking visitors feel seen from the first second.
How ChatBaser fits into your growth plan
When you step back, ChatBaser gives you three powerful gifts.
- Time
Repeated questions move from your inbox into an always on assistant. Many small businesses that use AI tools report saving hours every month and putting that time into growth, marketing, and better service. - Consistency
Every visitor hears the same clear answers that match your latest offers and policies. - Data
You see what people ask before they buy, which inspires better content, offers, and emails.
In a world where a growing share of business owners believe AI helps them compete with larger companies, an AI chat agent is becoming part of the basic toolkit for lean, growth minded founders. New York Post
You do not have to understand the tech.
You only need to understand your people and your offers.
ChatBaser holds the rest, one friendly chat at a time.
Conclusion: your next simple step with ChatBaser
You already talk to your audience every day. In comments, in stories, in DMs, at the front desk. ChatBaser is simply a way to bottle that warmth and clarity so it stays available, even when you are busy living your life.
Begin with a single agent, a clear purpose, and a carefully curated selection of your top content. You instill in it your unique voice, pricing structure, and processes.
Once it’s integrated into your website or shared through a link, you’ll observe authentic conversations unfold.
Gradually refine the agent’s responses until it truly reflects your essence, becoming a seamless extension of yourself. The tools are ready. Your ideas are ready. Your people are already asking for help.
You can let ChatBaser become the quiet teammate that catches those questions, welcomes those visitors, and guides them closer to a yes… while you focus on the creative, human work only you can do.
ChatBaser: Your Little Sales Machine In The Corner
