Getting started with Taros: practical setup walkthrough
A realistic setup walkthrough to launch your first Taros assistant, test it, and embed it on your website.
Most AI assistant platforms make setup feel heavier than it needs to be.
Here is a realistic way to launch your first Taros assistant in one focused session. Most teams go live the same day.
Before you start
- A Taros account
- Access to your website code (or CMS) to add the widget script
- Content to train on (website pages, FAQs, or documents)
- Website training is available on all plans
- Document uploads require Basic or Pro
Step 1: Create your first assistant
1. Open the dashboard
2. Go to AI Assistants and click Create Assistant
3. Add a name and short description
4. Choose a behavior template (personality/tone)
5. Create the assistant
At this point, your assistant exists but still needs content.
Step 2: Add data sources and train
You can train from multiple sources:
1. Website crawl: Add your URL and choose single-page or full-site crawl
2. Documents (Basic/Pro): Upload PDFs, docs, or text files
3. Manual training: Add key FAQs and canonical answers
Start with your top support pages and most repeated questions first.
Step 3: Test before going live
1. Use Test Bot in the dashboard
2. Ask real customer questions (shipping, pricing, refunds, setup, etc.)
3. Check whether answers are accurate and on-brand
4. Tune behavior/prompt in assistant settings if needed
Do not optimize everything at once. First aim for correct answers on your most frequent intents.
Step 4: Deploy the widget
1. Open your assistant settings
2. Go to Widget Customizer
3. Configure branding, position, welcome message, and launcher
4. Copy the embed code
5. Paste it before the closing </body> tag on your website
6. Verify the widget is enabled and visible on production pages
Your assistant is now live.
Common setup questions
Q: How much content should we start with?
A: Start small: key FAQ pages, policy pages, and top support intents. Expand weekly.
Q: Can we change personality and tone later?
A: Yes. You can update behavior templates and system prompt settings anytime.
Q: How do we know if quality is good enough?
A: Track response quality, unresolved conversations, and escalation patterns in analytics.
Troubleshooting
- Confirm embed code is on the page before
</body> - Check the widget is enabled in settings
- Clear cache and test in an incognito window
- Add more specific source material
- Add manual training for high-value questions
- Tighten tone/behavior instructions in settings
Practical rollout tips
Start with single-page crawl first. Validate quality quickly, then expand to full-site crawl.
Review unanswered questions weekly. Use them as training backlog.
Set clear handoff paths. AI should handle repetitive questions and escalate edge cases cleanly.
A good first version does not need to be perfect. It needs to be reliable on common questions and easy to improve week by week.