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HolosCX onboarding – full guide with screenshots

Same 3 steps you saw on the homepage, just with more detail for Free, Starter, Growth and Enterprise. No engineers, no migration project — just your existing FAQs and docs.

Step 1 – What you prepare

This usually takes teams 2–3 minutes. No content rewrite needed.

  • Grab your help-center or FAQ URL.
  • Pick 1–2 key PDFs: shipping, refunds, onboarding, SLAs.
  • Optional: any internal docs you want HolosCX to know.

By plan

  • Free: 1 site, basic FAQ upload.
  • Starter: PDFs + Notion + Zendesk exports.
  • Growth & Enterprise: Multi-workspace, SSO, regional data options.

Below: Figma-style mockups of the HolosCX content upload screen and coverage meter.

HolosCX content upload screen – add FAQ URLs and PDFs
Upload your FAQ link and PDFs into HolosCX.
HolosCX coverage meter showing training progress
Watch the coverage meter as HolosCX ingests your content.

Step 2 – What you paste / install

Choose the easiest install path for your stack. Most teams are live in under 5 minutes.

  • Paste the HolosCX widget snippet before </head>, or
  • Install our Shopify / WordPress / Webflow snippet, or
  • Choose where the bot appears (support page, checkout, in-app).

By plan

  • Free: 1 widget, basic styling.
  • Starter: Unlimited widgets + brand color controls.
  • Growth & Enterprise: White-label, multiple environments, staging/live keys.

Below: where to paste the snippet in your HTML, plus Shopify / WordPress examples.

Figma-style mockup showing HolosCX snippet pasted before </head>
Paste the HolosCX snippet right before </head>.
HolosCX widget embedded on a Shopify storefront
Example of the HolosCX widget live on a Shopify store.

Step 3 – What you see after launch

This is where you watch HolosCX start paying for itself.

  • Flip your bot from “Test” ➝ “Live” inside HolosCX.
  • Watch live conversations, escalations and CSAT in the dashboard.
  • Run a 14-day side-by-side test vs your current bot or helpdesk.

By plan

  • Free & Starter: Self-serve onboarding using this guide and the 2-minute demo.
  • Growth & Enterprise: Book a free onboarding call — same 3 steps, just with a human on Zoom.

Below: dashboard mockups showing live chats, deflection, and “money saved” analytics.

HolosCX live conversations dashboard Figma mockup
Monitor live conversations, escalations, and CSAT in one place.
HolosCX money saved and deflection analytics chart
Track deflection, saved hours, and money saved from day one.
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