Setup Guide

Get Your Chatbot Live in 5 Minutes

No tech skills needed. If you can copy and paste, you can do this. Watch each step below play out exactly like it does inside the app.

1

Create your account

Sign up with your email and a password. That's it — no credit card needed to get started.

myprospectportal.com
M

AI chat that captures leads

For local service businesses. Free to try.

Start Free Trial
You're in — no card required
2

Tell us about your business

Enter your business name and your website address (like www.yourbusiness.com).

We'll use this to teach your new assistant everything about your business — your services, your area, how people can reach you — straight from your own website. You don't have to type any of that in by hand.

app.myprospectportal.com/onboarding
Saved — building your assistant next
3

Grab a coffee — we're building your assistant

This takes about a minute. We're reading through your website so your assistant already knows your business before it ever talks to a customer.

app.myprospectportal.com/onboarding
Home page
Services
Pricing
Contact & hours
Services Pricing Hours FAQs Policies
Chatbot trained and ready
4

Make it sound (and look) like you

Pick a brand color, add your logo, and write a welcome message in your own voice. Every change updates the chat preview instantly — nothing to save.

app.myprospectportal.com/customize
Upload logo
Rossi Plumbing Co.
Hi! How can I help today?
5

Copy one small piece of code

When it's done, you'll see a box with some code in it, and a Copy button. Click Copy — that's the only part you need to touch.

Don't worry about understanding what it says. Think of it like a phone number: you don't need to know how phones work to dial one.

app.myprospectportal.com/install
Embed code Copy
<script src="https://widget.myprospectportal.com/embed.js" data-client="rossi-plumbing"></script>
6

Paste it into your website

Where you paste it depends on how your website was built. Pick your platform below:

WordPress

Go to your site's admin panel → Appearance → Theme File Editor (or use a plugin like "Insert Headers and Footers"). Paste the code right before </body>.

Squarespace

Settings → Advanced → Code Injection → paste it in the Footer box.

Wix

Settings → Custom Code → Add Custom Code → paste it in, set it to load on all pages, choose "Body - end."

GoDaddy Website Builder

Website → Edit Website → find the page settings → look for "Add HTML" or "Custom Code" and paste it there.

Not sure what platform you're on, or don't manage your own website?

Forward this code to whoever built or maintains your site — most web designers can add this in under five minutes.

yourbusiness.com/footer.php
11</div>
12<footer class="site-footer">…</footer>
13
14</body>
Live on your website
7

See it live

Go to your website. Look for a small chat bubble, usually in the bottom corner. Click it — that's your new assistant, ready to talk to customers.

rossiplumbing.com
Rossi Plumbing Co.
8

Check back for new leads

Every time someone chats with your assistant and shows real interest, it shows up in your Leads tab — with their name, number, and what they're interested in. You can reply straight from there by email, and it'll land right in their inbox.

app.myprospectportal.com/leads
LeadInterestStatus
Jamie AlvarezTankless heaterNew
Dana LinLeak repairContacted
Carlos VegaWater heater installConverted
New lead: Jamie Alvarez — added to your dashboard

Stuck on something?

That's on us to fix, not you. Contact us and we'll sort it out.