Quick Start Guide

Getting Started

First of all you need to have an account with Masi Chat. If you haven’t created one yet, click here to create a free account.

How to display the chat on your website?

To display the chat on your website include the following scripts into the <head></head> or <footer></footer> area of each page where the chat is shown.

For Example: <!– Masi Chat –>
<script id=”chat-init” src=”https://app.masichat.com/account/js/init.js?id=xxxxxxxx34″></script>

How to display the chat bot in WordPress website?

You can use plugin to add the Masi Chat code on a WordPress site. There are multiple plugins, but we suggest WPCode Lite (free). 

Follow below steps;

  1. Install the plugin WPCode Lite & Activate it.
  2. Now click on Code Snippets tab on your WordPress dashboard & select Header & Footer
  3. Below the Body section add the installation code from your Masi Chat account
  4. Reload your website

Designing You Chat Bot:

Here we will cover some of your general questions on designing the chatbot.

How to design the chat icon and chat widget?

Once you are logged in to Masi Chat, click on dashboard (top right corner) and you will reach the chat interface. Here click on settings, then on Design.
In the Design tab, you can play with the colors of the chat widget, change chat icon, chat background etc.
You can also add chat widget header title and message.
You also have the option to add a custom chat button icon.

How to set the chat widget position?

Once you are logged in to Masi Chat, click on dashboard (top right corner) and you will reach the chat interface. Here click on settings, then on Design.

In the Design tab, use Chat position section to Set the position of the chat widget.

How to change the font of chat widget?

The chat widget display text with the default font of the page in which Masi Chat widget is added. So, if you want to change the font of Chat Widget, you will have to change the font of your website/ page.

AI Settings:


One of the coolest feature of Masi Chat is the integration with Open AI & Dialogflow AI.

How to connect the Chat bot with Open AI?

Once you are logged in to Masi Chat, click on dashboard (top right corner) and you will reach the chat interface. Here click on Settings, then on Artificial Intelligence.

Here you will have to follow below steps;

  1. Add Open AI API Key. Click here to watch a video on How to learn on creating an Open AI API Key. Once API key is created, copy and paste it on Masi Chat.
  2. Now select the chat mode as All Questions. You can select other options as well, depends on your use case.
  3. Model – you can select GPT 4o mini. You can select other options as well, depends on your use case.
  4. Now enable these options in the AI settings – Chatbot, Spelling correction, Smart reply, Generate user questions.
  5. Now your chatbot is connected to Open AI. Test the bot by asking random questions.

How to train the Open AI bot on my content?

Once you are logged in to Masi Chat, click on dashboard (top right corner) and you will reach the chat interface. Here click on settings, then on Artificial Intelligence.

Here you will have to follow below steps for training the bot on your content.

  • To initiate the chatbot training, input the URL of your content in Chatbot > Training. It is possible to enter URLs for websites, text or PDF files, or XML sitemaps.
  • Once the sources are set, click the Train your chatbot button and await completion of the training process.
  • You can add and manage personalized question and answers from Chatbot > Training – Questions and answers and from the chatbot training window.

Additional Information on Training the bot with Open AI

  • It is only possible to upload files in PDF and TXT formats.
  • You can provide the website URL and all child URLs will be included and crawled, but with large websites, it is more efficient and less prone to errors and infinite link loops to utilize an XML sitemap instead of relying on the website URL. You can create it with a service like https://www.xml-sitemaps.com.
  • If you want to train your chatbot using specific pages from your website instead of all of them, you can make use of an XML sitemap. Create one using a tool like https://www.xml-sitemaps.com, and then remove the pages you do not wish to include by editing the file in a text editor. To use the XML sitemap, you need to upload it either onto your server or an external online location. Afterward, add the URL of the sitemap in Settings > Artificial Intelligence > OpenAI – Training sources.
  • You can upload large files and your XML sitemap with a service like https://tmpfiles.org.
  • If you are training OpenAI with a multi-language website, you can limit the chatbot to retrieve answers only from the pages in the user’s language. To activate this feature, go to Settings > Artificial Intelligence > OpenAI > Multilingual Training Sources. For Support Board to comprehend the language of your web pages, the <html> must contain the attribute lang.
  • As soon as the training is completed, the uploaded files are removed. Every time you need to retrain the chatbot, you are required to upload all the necessary documents for its training once again.
  • To add new training sources, simply train the chatbot again. The previous training sources will not be lost, and only the new sources will be added.
  • There are character limits for training the chatbot based on your Masi Chat Subscription.
  • The responses generated by OpenAI have the feature to include in the reply a link to the corresponding website page where the answer was sourced.
  • Click Delete training to remove all previous training data for the chatbot.

Integration with Whatsapp:

You can connect Masi Chat with WhatsApp and have Open AI powered bot reply to your customers. Also you can review and respond to all chats (from websites, WhatsApp, Telegram, Messenger, Instagram, etc) easily at Masi Chat Dashboard.

How to connect your Masi Chat account with WhatsApp?

Once you are logged in to Masi Chat, click on dashboard (top right corner) and you will reach the chat interface. Here click on settings, then on WhatsApp.


Here you will have to follow below steps;

  1. Create a new account at https://developers.facebook.com/ or login with your existing account.
  2. Create a new app and choose Other as the app type. Then select Business. Enter a name for the app and select the Business Account used for WhatsApp.
  3. In Masi Chat > Settings > WhatsApp > Cloud API settings > Secret key enter a random string then go to https://developers.facebook.com/apps and select your app. Click Add product and add WhatsApp, then go to WhatsApp > Configuration and in Webhook URL enter the URL you get from Masi Chat > Settings > WhatsApp > Cloud API > Configuration URL.
  4. In Verify token enter the secret key you previously entered in Masi Chat. Click Verify and save, click Webhook fields > Manage, enable the following Webhook fields: messages.
  5. To verify the integration, simply go to https://developers.facebook.com and select your app. From there, click on “WhatsApp” in the left menu and then select “API Setup”. Copy the Phone number ID and paste it into Masi Chat > Settings > WhatsApp > Cloud API numbers > Phone number ID. Enter the desired phone number in the “To” field, such as your personal WhatsApp number, and send a test message. Check your WhatsApp account and send a reply, which should then appear in Masi Chat. To reply to the test number from Masi Chat, copy the “Temporary access token” and paste it in Masi Chat > Settings > WhatsApp > Cloud API numbers > Token.
  6. To activate the WhatsApp integration for all phone numbers and add a live phone number, refer to the following guidelines.
    In Masi Chat > Settings > WhatsApp > Cloud API numbers > Token enter the permanent access token, follow the instructions below for getting it.
    o Visit https://business.facebook.com and go to Left menu > Settings > Business settings, then go to Users > System Users to view your admin system user, or create a new one. Open the user and click Add Assets, then select the app used for the WhatsApp API integration and check Develop App, or Full control. The system user needs to be an admin. If you do not see the option, click Business settings.
    o Click Left menu > Account > Apps. Select your app or add it. Make sure the system user is there and has full control. If not, click Add user, select the system user, click Full control, and click Assign.
    o Click Left menu > Apps and under Select Assets and choose your app, enable Develop App, or Full control and save.
    o From Users > System Users select the user you just creted and click Generate New Token, click Apps and select the app used for the WhatsApp API integration, set the Token expiration to Never, enable the following permissions: whatsapp_business_management, whatsapp_business_messaging, business_management. Click Generate Token and save. Paste the token in Masi Chat > Settings > WhatsApp > Cloud API numbers > Token.