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PepQuad documentation and quickstart

The PepQuad quickstart and documentation: set up the website chatbot, connect your content, capture leads, offer booking, and understand billing.

What PepQuad is

PepQuad turns a website into a useful first conversation. It crawls public pages, answers questions from the indexed content, captures the details a business needs from an interested visitor, and can offer a booking link.

The core loop

Website URL → grounded answer → qualification → lead record → booking handoff.

Quickstart

Follow these steps to get from an empty account to a tested website assistant.

  1. 01

    Create an account

    Start the PepQuad setup flow and create the chatbot for the website you want to support.

  2. 02

    Add your website URL

    Use the canonical website URL. PepQuad uses public pages as the starting knowledge source.

  3. 03

    Review the crawl

    Open the knowledge view and check that the important service, pricing, location, and FAQ pages are present.

  4. 04

    Test real questions

    Ask fit, availability, price, process, and edge-case questions before you let visitors see the assistant.

  5. 05

    Configure lead capture

    Choose contact fields, qualification questions, owner alert email, and an optional booking URL.

  6. 06

    Publish the widget

    Copy the one-line script from the dashboard and add it before the closing body tag on the site.

Set up a project

A project starts with the website that contains the facts your visitors need. Prefer a stable, canonical URL and make sure the important pages are publicly reachable without a login.

Add the widget

When your project is ready to publish, paste the generated script into the site template. The exact chatbot identifier is unique to your project; use the snippet shown in the dashboard.

<script src="https://pepquad.com/widget/your-id.js" async></script>

Most site builders expose a custom-code or footer-code field. If your site uses a tag manager, add the script there and test the published page rather than only the editor preview.

Website knowledge

The knowledge view shows the public pages PepQuad can use. A strong source page states the audience, service area, process, price boundaries, availability, and next step in direct language.

  • Keep important facts in visible text, not only in images or scripts.
  • Use one canonical version of each page and link related pages together.
  • Explain limits honestly when price, timing, or eligibility depends on a review.
  • Re-sync after meaningful website changes and re-test the questions that matter.

Leads and transcripts

When a visitor shares the details you configure, PepQuad creates a lead record with the available contact fields, qualification answers, source page, conversation transcript, and booking-click activity. Use the transcript to continue the conversation with the context the visitor already supplied.

Good qualification questions

Short questions that help route the request: service needed, location, timing, budget range, or project size.

Good follow-up

Reference the visitor's question, confirm the next step, and avoid making them repeat the information already in the transcript.

Booking handoff

Add the booking URL your team already uses. PepQuad can offer it after the visitor is ready and records the click alongside the lead. Keep the booking page clear about the appointment length, who joins, service area, and what the visitor should prepare.

A booking link is a handoff, not a guarantee that an appointment happened. Confirm the outcome in the calendar or scheduling system you use.

Plans and billing

PepQuad offers a $9 three-day live trial. The trial includes a public widget, a capped crawl, lead capture, and owner alerts. Unless you cancel during the trial, the chatbot continues at $39 per month per chatbot.

Trial
$9 for three days
After trial
$39/month per chatbot
Included
Website crawl, widget, lead capture, alerts, booking handoff
Cancellation
Cancel during the trial to avoid the monthly charge

Pricing and product limits can change. Check the live pricing page before starting a trial.

Troubleshooting

  • The widget does not appear. Confirm the script is on the published page, the chatbot is live, and the browser is not blocking the script through an extension or content-security policy.
  • An answer is missing. Add the fact to the canonical source page, make it visible as text, re-sync the project, and ask the same question again.
  • The answer needs a correction. Update the source content first. Do not rely on a hidden prompt to override a public policy or price.
  • A lead is not in the inbox. Check that the visitor completed the configured capture step, then review the transcript and owner alert destination.

FAQ

Does PepQuad replace a CRM?

No. PepQuad is a focused website conversation and lead-capture layer. It keeps the lead, transcript, and booking activity in its dashboard; teams can follow their normal CRM process after that.

Does PepQuad work without a developer?

The basic setup is a website URL, configuration, and one asynchronous script tag. Your site builder or hosting setup must allow custom code.

Can PepQuad invent an answer?

The assistant is intended to answer from the indexed website content. Keep source pages current and provide a human handoff for questions that require judgement or are not documented.

Where should I start?

Read the quickstart, add a representative website, test the questions your sales team hears most often, and publish only after the transcript and booking handoff look right.