Getting Started

Receiving Your Invitation

After you sign up and your account is confirmed, the iEnrol team will send you a setup link. This link is unique to your school and can only be used once.

Creating Your Account

1. Open the setup link in your browser.
2. You will see a Create Your Account form.
3. Fill in:
   • Full Name — Your name as you would like it displayed.
   • Email — The email address you will use to log in.
   • Password — At least 6 characters.
   • Confirm Password — Re-enter your password.
4. Click Create Account.

Alternatively, click Sign Up with Google to use an existing Google account.

Setting Up Your Organisation

Once your account is created, you will see the Set Up Your Organization form. Fill in the following:

• Organization Name (required) — Your school's name as it should appear throughout the platform and in the chat interface.
• Logo URL — A web address pointing to your school's logo image. This logo will appear in the chat interface.
• Primary Color — Your school's main brand colour. Click the colour picker or enter a hex code (e.g., #16294b).
• Secondary Color — Your school's secondary brand colour.

Click Create Organization to finish. You will be taken directly to your dashboard.

Your Dashboard

The dashboard is the first thing you see when you log in. It gives you a summary of activity across your account.

What You Will See

• Total Users — The total number of people who have interacted with your concierge.
• Users (Last 30 Days) — New users in the last 30 days.
• Total Bots — How many chatbot instances you have running.
• Total Messages — The total number of messages sent across all conversations.

Below the summary numbers:

• Sign-Ups Graph — A chart showing new users over the last 30 days, grouped into 3-day periods.
• Analytics Preview — Quick bar charts of the top countries, subjects, and facilities mentioned by users.
• Bots — A list of your active bots.

Navigation

Use the navigation bar at the top of the page to move between sections:

Menu Item	What It Shows
Dashboard	Summary metrics and activity overview
Users	Full list of all users with search and profiles
Staff	Staff member management
Bots	Bot creation, configuration, and embed codes
Analytics	Detailed analytics and reporting

Creating Your First Bot

A bot is your chat concierge. You can have multiple bots (e.g., one for general admissions, another for sixth form enquiries), each with its own settings and content.

Steps

1. Click Bots in the navigation bar.
2. Click the Create Bot button.
3. You will see the bot configuration form with several tabs. Start with Basic Info.

Basic Info Tab

• Bot Name (required) — Give the bot a name (e.g., “Admissions Concierge”).
• Description — Optional. A note for your team about what this bot is for.
• Active — Leave this checked. You can uncheck it later to disable the bot without deleting it.

Click Create Bot at the bottom of the form. Your bot is now created. You can edit it at any time by clicking the edit icon next to the bot name in the bot list.

Additional Tabs

Once your bot exists, you can configure it further using the other tabs:

Tab	Purpose
Document Stores	Connect your uploaded documents
Branding	Logo and colours for this bot
Empty Chat State	Welcome text before the user starts chatting
Image URLs	Fallback images
Sign-Up Form	Registration form fields and marketing opt-in
On Screen Resources	Condition-based web content
Questions	Questions the AI will ask users (appears after the bot is saved)

Uploading Documents

Documents are the content your AI concierge uses to answer questions. The more relevant material you upload, the better the responses will be.

Supported File Types

• PDF (.pdf)
• Word (.doc, .docx)
• Excel (.xls, .xlsx)
• PowerPoint (.ppt, .pptx)
• Text (.txt)

Maximum file size: 50MB per file.

Creating a Document Store

1. From the Bots page, click the Documents button in the top-right area.
2. Click Create Store.
3. Give the store a name (e.g., “Prospectus”, “Fee Schedules”, “School Policies”).
4. Upload one or more files. You can select multiple files at once.
5. Click Create to finish.

Managing Documents

Once a store is created:

• Add more documents — Select a store from the left sidebar, then use the upload area to add files.
• Remove a document — Click the delete icon on any document card.
• Download a document — Click the download icon on any document card.
• Delete a store — Remove the entire store and all its documents.

Each store shows the number of documents it contains and the total file size.

Connecting Documents to a Bot

1. Go to Bots and click the edit icon on the bot you want to configure.
2. Open the Document Stores tab.
3. Under Document Stores, you will see a list of all your stores with checkboxes.
4. Tick the stores you want this bot to use.
5. Save the bot.

The AI will now search these documents when answering questions from users of this bot.

Tips for Document Uploads

• Upload your prospectus, admissions guide, fee schedule, and any other materials you would normally send to a prospective family.
• The AI treats each document as a source it can search. More documents means more comprehensive answers.
• You can organise documents into separate stores for easier management.

Managing Images

There are two ways the AI can show images during conversations: through an image store (AI-selected images) and through fallback image URLs.

Image Stores

Image stores let the AI choose relevant images to show based on the conversation context. Images are managed through metadata — the AI uses descriptions and tags to find the right image for a given topic.

Creating an Image Store

1. From the Bots page, click the Images button.
2. Click Create Store.
3. Upload a JSON file containing your image metadata. Each image entry should include a URL, description, and tags.
4. Link the store to a specific bot.

Managing Image Stores

• Search — Find images by description, tags, context, URL, or ID.
• Edit — Click any image to update its description or tags.
• Bulk delete — Select multiple images and delete them at once.
• Paginate — Browse through large collections page by page.

Connecting an Image Store to a Bot

1. Go to Bots and edit the bot.
2. Open the Document Stores tab.
3. Under Image Metadata Store, select the image store from the dropdown.
4. Save the bot.

Fallback Image URLs

Fallback images are shown when the AI cannot find a more specific image from the image store.

1. Edit your bot and go to the Image URLs tab.
2. Click Add Image URLs.
3. For each image, enter:
   • Image URL (required) — The web address of the image.
   • Description (optional) — What the image shows.
4. Click the + button to add it.
5. Save the bot.

You can add as many fallback images as you like and remove them at any time.

Embedding the Chat on Your Website

Once your bot is set up and has content, you can embed it on your school's website. This works with any website builder or CMS that supports HTML.

Getting the Embed Code

1. Go to Bots in the navigation bar.
2. Scroll down to the Bot Embed Codes section.
3. Find the bot you want to embed.
4. Click the Copy button next to the embed code.

Adding It to Your Website

Paste the copied code into any page on your website where you want the chat to appear.

Common methods by platform:

• WordPress — Add an HTML block in the page editor and paste the code.
• Squarespace — Add a Code block and paste the code.
• Wix — Add an HTML iframe element and paste the code.
• Custom HTML — Paste the code directly into your page's HTML where you want the chat to appear.

Adjusting the Size

You can modify the width and height values in the embed code to fit your page layout:

• width="100%" makes the chat fill the full width of its container.
• height="600px" sets the height. Increase or decrease this number to suit your page.

Testing

After embedding, visit the page on your website. You should see the chat interface with your branding, ready for visitors to use. Try sending a test message to confirm the AI is responding with content from your uploaded documents.

Branding and Appearance

Organisation-Level Branding

The colours and logo you set during initial setup are your organisation defaults. These apply to all bots unless you override them.

To change your organisation defaults, contact your iEnrol administrator.

Per-Bot Branding

Each bot can have its own visual identity. This is useful if you want different pages on your website to show different branding.

1. Edit your bot and go to the Branding tab.
2. Set:
   • Logo URL — A web address for the logo image. If left blank, the bot uses your organisation's logo.
   • Primary Colour — Click the colour picker or type a hex code.
   • Secondary Colour — Click the colour picker or type a hex code.
3. Save the bot.

If you leave any branding field blank, the bot inherits the value from your organisation settings.

Customising the Welcome Screen

The welcome screen is what users see before they start typing. This is called the “empty chat state”.

1. Edit your bot and go to the Empty Chat State tab.
2. Set:
   • Title — The main heading (e.g., “Admissions Information Portal”).
   • Description — A short paragraph explaining what the chat does.
3. Save the bot.

The welcome screen also shows your logo and a link to the privacy policy.

Custom Style Sheet

What Is a Style Sheet?

Every website you visit uses something called a style sheet (also known as CSS — Cascading Style Sheets) to control how things look. It is the standard technology that determines fonts, colours, spacing, sizes, borders, and layouts across the entire web. It is not code that runs anything or accesses any data — it purely controls visual appearance. There are no security implications to editing a style sheet. It cannot access user data, send information anywhere, or change how the system works. It can only change how things look.

iEnrol gives you the option to provide your own custom style sheet for each bot. This means you — or your web developer — can adjust the look and feel of the chat interface so that it sits naturally on your website, matching your fonts, spacing, and design language exactly. Any web developer will immediately recognise what they are looking at and know how to work with it.

How to Enable It

1. Edit your bot and go to the Branding tab.
2. Toggle Custom CSS to On.
3. A text area will appear, pre-filled with the default styles that the chat interface normally uses.
4. Edit the styles as needed. You can change colours, fonts, sizes, spacing, borders — anything visual.
5. Save the bot.

To go back to the default appearance, simply toggle Custom CSS back to Off.

The style sheet uses two colour variables that are set automatically from your bot’s primary and secondary colours:

• --chat-primary — Your primary colour, used for headings, scrollbars, and key UI elements.
• --chat-secondary — Your secondary colour, used for accent borders and hover states.

You can reference these variables anywhere in your custom styles using var(--chat-primary) and var(--chat-secondary), or replace them with your own specific colour values.

CSS Class Reference

Below is a reference of every CSS class used in the chat interface, grouped by the area of the page they control. Your web developer can use this to target specific elements.

Root and Layout

Class	What It Controls
.chat-interface-root	The root container for the entire chat. This is where the --chat-primary and --chat-secondary colour variables are defined.
.chat-root	The main chat container that holds all content.
.chat-messages-row	The row container that holds the message list.
.chat-messages-col	The column container within the messages row.

Messages

Class	What It Controls
.message-card	The outer wrapper for each individual message, whether from the parent or the AI. Controls padding and alignment.
.message-bubble	The bubble container within each message card.
.message-bubble--ai	AI message bubble. Controls max width and left alignment.
.message-bubble--user	User message bubble. Controls max width, right alignment, background colour, and the accent border on the left side.
.message-content	The content area within the bubble.
.message-content--ai	AI message content. Controls the background colour of AI responses.
.message-content--user	User message content background.
.message-inner	Inner padding wrapper inside the content area. Controls the spacing around the text.
.message-label	The small label shown above messages (e.g. “AI” or “You”). Controls font size, letter spacing, and colour.
.message-logo	The bot logo displayed alongside AI messages. Controls size, shape, and fit.
.message-text	The actual message text. Controls font size, line height, colour, and weight.
.ai-message-card	AI message cards on desktop. Controls minimum height to fill the viewport.

Right Panel (Desktop Split-Screen)

Class	What It Controls
.chat-right-panel	The fixed right-side panel that shows images and resources on desktop. Controls position, width, and height.
.chat-right-panel-inner	Inner container within the right panel. Handles slide transitions between images.
.chat-right-slide	An individual slide within the right panel (one per AI message).
.chat-right-image	An image displayed in the right panel.
.chat-right-media-wrap	Wrapper for media content in the right panel. Controls aspect ratio and alignment.
.chat-right-resource	Container for on-screen resource iframes in the right panel.
.chat-right-loading	Loading state shown in the right panel while content loads.
.chat-right-placeholder	Placeholder shown when no image or resource is available.
.chat-right-placeholder-emoji	The emoji icon within the placeholder.

Images and Media

Class	What It Controls
.message-mobile-media	Media content shown inline below messages on mobile devices.
.message-image-wrap	Wrapper around images within messages.
.message-image	Individual images shown in messages. Controls max size and cursor behaviour.
.message-caption	Caption overlay shown at the bottom of images.
.message-caption--desktop	Desktop-specific positioning for image captions.
.message-resource-title	Title text shown above embedded resources within messages.
.message-resource-title--lg	Larger title variant used in the right panel.
.message-iframe	Embedded iframe for on-screen resources. Controls width, border, and shadow.
.message-iframe--mobile	Mobile-specific iframe sizing.
.message-iframe--desktop	Desktop-specific iframe sizing (fills available height).
.message-iframe--desktop-with-title	Desktop iframe sizing when a title is present above it.

Loading States

Class	What It Controls
.chat-loading	The initial loading screen shown while the chat loads.
.chat-spinner	The main loading spinner.
.message-spinner-sm	Small inline spinner shown while an AI message is generating.
.message-media-loading	Container for the media loading state on mobile.
.message-media-loading--desktop	Container for the media loading state on desktop.
.message-media-spinner	Spinner shown while media loads on mobile.
.message-media-spinner--desktop	Spinner shown while media loads on desktop.
.message-media-loading-text	Loading text on mobile (e.g. “Loading image…”).
.message-media-loading-text--desktop	Loading text on desktop.

Input Area

Class	What It Controls
.chat-input-bar	The fixed bar at the bottom of the screen containing the text input. Controls position, width, and padding.
.chat-input	The text input field where parents type their messages. Controls padding, font size, and border radius.
.chat-submit-btn	The send message button. Controls position, size, and border radius.
.chat-submit-icon	The icon inside the send button.
.chat-stop-btn	The stop generation button shown while the AI is responding.

Registration Button and Lightbox

Class	What It Controls
.chat-save-floating	The floating container for the registration/save button, positioned in the top-right corner.
.chat-save-btn	The save/register conversation button itself.
.chat-lightbox	The full-screen overlay that appears when a parent clicks on an image to view it larger.
.chat-lightbox-img	The enlarged image shown within the lightbox.

Scrollbar

The style sheet includes custom scrollbar styling for Webkit browsers (Chrome, Safari, Edge) and Firefox. The scrollbar thumb uses your primary colour by default and changes to your secondary colour on hover. These can be adjusted in the scrollbar-related rules at the bottom of the default style sheet.

Customising the Sign-Up Form

When a visitor decides to create an account (register), they see a sign-up form. You can customise what this form collects.

Adding Custom Fields

1. Edit your bot and go to the Sign-Up Form tab.
2. Under Custom Fields, click Add Field.
3. For each field, set:
   • Field Label — What the user sees (e.g., “Full Name”, “Phone Number”).
   • Type — Choose Text, Phone Number, or Number.
   • Required — Tick this if the field must be filled in.
4. Add as many fields as needed. Remove a field by clicking the red delete button.
5. Save the bot.

Marketing Opt-In

To collect GDPR-compliant marketing consent:

1. In the Sign-Up Form tab, find the Marketing Opt-In section.
2. Tick Enable marketing opt-in checkbox.
3. Customise the Checkbox Label to match your school's wording.
4. Save the bot.

When enabled, the registration form will show an opt-in checkbox. This is always unticked by default — the parent must actively choose to opt in. Parents who opt in will be flagged in your user lists and analytics.

Setting Up On-Screen Resources

On-screen resources let you show specific web pages to parents based on what the AI has learned about them during conversation.

How to Add a Resource Rule

1. Edit your bot and go to the On Screen Resources tab.
2. Click Add Rule.
3. Configure the rule:
   • When — Select the profiling field to check (e.g., Country, Year Group, Subjects, Sports).
   • Condition — Choose the operator:
     • For single fields: “equals”, “does not equal”, or “has any value”
     • For list fields: “contains” or “does not contain”
   • Value — The value to match (e.g., “Japan”, “Swimming”). Not needed if you selected “has any value”.
   • Show URL — The web page to display when the condition is met.
   • Title (optional) — Text shown above the embedded content.
4. Save the bot.

Example Rules

When	Condition	Value	Show URL
Country	equals	Japan	https://yourschool.com/japanese-families
Sports	contains	Swimming	https://yourschool.com/swimming-programme
Year Group	equals	Year 7	https://yourschool.com/year-7-admissions

How It Works for the Parent

When a parent's conversation reveals information that matches one of your rules, the AI will show the linked page alongside its next response. The parent sees targeted content relevant to their interests without having to search for it. Each rule triggers only once per user so they are not shown the same content repeatedly.

Configuring Questions

You can set up specific questions for the AI to ask during conversation. This is useful for gathering particular information that might not come up naturally.

Before You Start

The Questions tab only appears after a bot has been saved. If you are creating a new bot, save it first, then edit it to access the Questions tab.

Adding a Question

1. Edit your bot and go to the Questions tab.
2. Click Add Question.
3. Enter the question text (e.g., “Which year group are you considering?”).
4. Optionally select a category to link the answer to.
5. Click Add.

When Are Questions Asked?

By default, if a question has a category, the AI will ask it when that category is empty for the user.

Advanced Conditions

For more control over when questions are asked:

1. Click Show Advanced when adding or editing a question.
2. Set Conversation Length requirements:
   • Choose an operator (more than, at least, fewer than, at most, exactly).
   • Enter the number of messages.
3. Set Category Requirements:
   • Click Add Category Requirement.
   • Select a category and whether it must have data or must NOT have data.
   • All requirements must be true for the question to be asked.

Editing and Deleting Questions

• Click the edit icon next to any question to change it.
• Click the delete icon to remove it. You will be asked to confirm.

Custom Profiling Categories

iEnrol automatically extracts data from conversations using built-in categories (subjects, sports, country, etc.). You can add your own categories for topics specific to your school.

Accessing Custom Categories

From the Bots page, click the Custom Categories button.

Built-in Categories

The following categories are always active and cannot be modified:

Multiple value (tracks many items with mention counts): Subjects, Sports, Clubs, Facilities, Instruments, Music Genres, Concerns, Motivations

Single value (stores one value per user): Country, Join Year, Year Group

Creating a Custom Category

1. Click Add Category.
2. Fill in:
   • Name — The name of the category (e.g., “Boarding Preference”, “Sibling School”).
   • Type — Choose Single value or Multiple values.
   • Description — Describe what the AI should look for. This is important — the description tells the AI what kind of information to extract.
3. Save the category.

Managing Categories

• Active toggle — Turn a category on or off without deleting it.
• Edit — Change the name, type, or description at any time.
• Delete — Permanently remove the category.

Where Custom Category Data Appears

• On individual user profile pages alongside built-in categories
• As trend line options in the Analytics section
• As conditions in on-screen resources
• As conditions in question configuration

Viewing and Managing Users

The Users Page

Click Users in the navigation bar to see everyone who has interacted with your concierge.

User List

The page shows:

• Statistics panel — Total users, registered users, anonymous users, and total messages.
• Search — Type in the search box to filter by email or name.
• User table with columns: Email, Country, Type, Messages, Visits, Join Date, Entry Point.

Pagination

The list shows 25 users per page. Use the page numbers at the bottom to navigate through the list.

Opening a User Profile

Click on any row in the user table to open that user's detailed profile page.

Understanding a User Profile

Each user has a detailed profile page that brings together everything the AI has learned about them from their conversations.

Profile Sections

Contact Information: Email address (if registered), Country, Language.

Registration Status: Whether the user is anonymous or registered, and marketing consent status.

Enrolment Details: Desired join date, Year group, Entry point.

Engagement Metrics: Total messages sent, total visits / return sessions, last activity date and time.

Motivations: Tagged badges in green showing what the family is looking for. Each badge shows a count of how many times the topic was mentioned.

Concerns: Tagged badges in red showing worries or objections. Each badge shows a mention count.

Interests and Activities: Sports, subjects, clubs, facilities, instruments, music genres, and any custom categories. Displayed as tagged badges with mention counts. You can switch between a tag view and a pie chart view.

Question Progress: Answers to any configured questions, including the extracted value and when they answered.

Using the Analytics Dashboard

Click Analytics in the navigation bar to access the full analytics page.

User Acquisition (30-Day Rolling Window)

At the top, four metric cards show:

• New Anonymous Users — Users who interacted but did not register in the last 30 days.
• New Signed-Up Users — Users who registered in the last 30 days.
• Marketing Opt-Ins — Users who consented to marketing communications.
• Return Visitors — Users who came back more than once.

Trends Chart

A line chart that lets you track changes over time.

1. Select a time period: Today (hourly), This Week (daily), This Month (daily), 3 Months (weekly), 6 Months (monthly), This Year (monthly).
2. Choose up to 3 trend lines. Each can track: Total Users, Registered Users, Anonymous Users, any specific topic, motivation, or concern.

Topics Asked

A pie chart showing what topics parents ask about most. Filterable by Country and Year Group.

Concerns and Motivations

Bar charts showing the top 10 concerns and top 10 motivations across all conversations.

Application Probability Segmentation

A scoring system that groups users into four bands based on their engagement: High (70-100%), Medium-high (50-69%), Medium-low (30-49%), Low (0-29%).

Dormant User Analysis

Shows users who have been inactive for 6+ months without signing up for marketing. Groups them by the topics they last discussed.

Geographic Distribution

Bar chart of top 12 countries and a detailed table with per-country metrics.

Year Group Distribution

A bar chart showing which year groups are generating the most interest.

Decision Driver Analysis

A cross-country comparison showing what percentage of parents from each country mentioned the top motivations.

Managing Staff

Organisation admins can add and manage staff members who can access the platform.

Adding a Staff Member

1. Click Staff in the navigation bar.
2. Click Add Staff Member.
3. Enter the staff member's email address.
4. Select their role:
   • Staff — Can view analytics and user data.
   • Organisation Admin — Full access: can manage staff, configure bots, and view analytics.
5. Click Add.

The system will create an account for them and send a password set link.

Removing a Staff Member

1. Find the staff member in the list.
2. Click the Remove button.
3. Confirm the removal.

Staff Overview

The Staff page shows total number of staff members, how many are admins vs. staff, and a table with each person's email, name, role, and the date they were added.

Navigating the Platform

Top Navigation Bar

The navigation bar appears at the top of every page and includes:

• iEnrol logo (top left)
• Dashboard — Return to the overview page
• Users — View and search all users
• Staff — Manage team members
• Bots — Configure chatbots, access documents, images, and categories
• Analytics — View detailed reporting
• Logout (top right)

Pages Accessed from Bots

Some pages are accessed from within the Bots section rather than from the main navigation:

• Documents — Click the “Documents” button on the Bots page
• Images — Click the “Images” button on the Bots page
• Custom Categories — Click the “Custom Categories” button on the Bots page

User Profiles

Click any user in the Users list to open their profile page. Use your browser's back button or the navigation bar to return to the user list.

Multiple Organisations

If you are a staff member of more than one organisation, you will see an organisation selection screen when you log in. Choose the organisation you want to manage.

Frequently Asked Questions

Getting Started

How do I get an iEnrol account?
The iEnrol team will send you a setup link after you sign up and your account is confirmed. Follow the link to create your account and organisation.

Can I change my organisation's name or branding after setup?
Contact your iEnrol administrator to update organisation-level settings.

How many bots can I create?
There is no limit on the number of bots you can create within your organisation.

Content and Documents

What documents should I upload?
Anything you would normally provide to a prospective family: your prospectus, admissions guide, fee schedules, policies, sixth form guide, boarding information, or any other relevant materials.

Can I update documents after uploading?
Yes. You can remove old documents and upload new versions at any time. The AI will use the latest content available.

What happens if the AI cannot find an answer?
It will tell the user that it cannot find the information. The AI does not make up answers — it only responds based on what it finds in your documents and knowledge base.

Does the AI respond in other languages?
Yes. The AI responds in whatever language the parent uses. If a parent writes in Mandarin, the AI will respond in Mandarin using your English-language content.

Users and Data

What is the difference between anonymous and registered users?
Anonymous users have interacted with the chat but have not created an account. You can see their conversation and profiling data, but you will not have their email address. Registered users have created an account and provided their email.

Can parents use the chat without creating an account?
Yes. All visitors start as anonymous users and can use the concierge freely. Registration is optional.

What data is collected from conversations?
The AI automatically extracts topics discussed, interests, concerns, motivations, country, year group, and any custom categories you have defined. All of this is available on the user's profile page.

How does the marketing opt-in work?
When you enable the marketing opt-in checkbox on the sign-up form, parents can choose to consent to marketing communications. The checkbox is always unticked by default. Parents who opt in are flagged in your user list and analytics.

Embedding

Will the chat slow down my website?
No. The chat loads in an iframe, which means it is isolated from the rest of your page. It does not affect your website's loading speed.

Can I put the chat on multiple pages?
Yes. Paste the same embed code on as many pages as you like. You can also use different bots on different pages.

What size should the embed be?
The default is width="100%" and height="600px". Adjust the height to suit your page layout.

Privacy and Security

Is iEnrol GDPR compliant?
Yes. iEnrol is fully GDPR compliant. Your school is the data controller, and iEnrol acts as a data processor.

Are conversations used to train AI models?
No. Conversations are never used for AI training purposes.

Is data shared between schools?
No. Each organisation is completely isolated. There is no data sharing between different schools on the platform.

Does the platform use third-party tracking cookies?
No. iEnrol uses a single essential cookie for authentication. There are no advertising, marketing, or third-party tracking cookies.

Troubleshooting

The AI is not answering questions about a topic I have uploaded documents for.
Check that the document store containing those documents is connected to the correct bot. Go to Bots, edit the bot, open the Document Stores tab, and make sure the relevant store is ticked.

My bot is not appearing on my website.
Check that: (1) The bot is set to Active in the Basic Info tab. (2) You are using the correct embed code (copy it fresh from the Bots page). (3) Your website allows iframes.

A staff member cannot log in.
Make sure you shared the password reset link with them after adding their account. They need to set their password before they can log in.

I cannot see the Questions tab when editing a bot.
The Questions tab only appears for bots that have already been saved. If you are creating a new bot, save it first, then edit it to access Questions.