JOI Documentation – Pipaltree

JOI – Complete School Onboarding Guide

Welcome to JOI – the AI admissions assistant for your school. This guide walks you through every step, from creating your account to adding the chat widget to your website.

1. Getting started – Login or Register

A. If you already have an account

Go to: https://joi.pipaltree.co.in/login
Enter your email and password.
Click Sign In.

You’ll be taken straight to your school dashboard.

B. If you’re a new school (no account yet)

Go to: https://joi.pipaltree.co.in/register
Fill in the form:
- School Name – the official name of your school.
- Admin Email – your email address (this will be your login).
- Password – leave blank to let the system generate a secure password for you, or type your own.
- Contact Phone – optional, but helpful.
Click Create Account.

2. What happens after registration?

When you register, JOI automatically:

Creates your school record in the system.
Generates a unique API key and School Code.
Creates an admin user with the email you provided (you’ll use this to log in).
Sends a welcome email to your inbox containing:
- Your login email and password (if auto‑generated).
- Your API key and School Code.
- The exact widget code you need to copy into your website.
Takes you to the login page so you can log in immediately.

3. Logging in for the first time

After registering, you’ll be redirected to the login page.
Enter your email and the password you set (or the one sent in the welcome email).
Click Sign In.

You’ll land on your school dashboard.

4. Your school dashboard – a quick tour

As a school admin, you’ll see the School Dashboard (not the platform dashboard). It includes:

Total Conversations – how many chat messages your visitors have sent.
Total Leads – how many parents have shared their contact details.
Recent Leads – a list of the most recent visitors who expressed interest.
Recent Conversations – the latest chat questions and answers.

From the left sidebar, you can also access:

Knowledge Base – manage FAQs, fees, transport, facilities, admission info, and your school profile.
Leads – view and manage all captured leads.
Conversations – see all chat transcripts.
Widget – get your API key and the embed code for your website.

5. Getting your widget code (API key)

The widget code is the one‑line script you add to your website.

In the left sidebar, click Widget.
You’ll see:
- Your API key (copy it).
- Your School Code (copy it too).
- The full widget code, already filled in with your details.
Click the Copy Widget Code button – it’s ready to paste into your website.

Alternatively, you can find the same code in the welcome email we sent you.

6. Adding the widget to your website

Go to your website’s HTML editor.
Paste the widget code just before the closing </body> tag on every page where you want the chat to appear (usually all pages).
Sample –
<script src=”https://joi.pipaltree.co.in/chat.js” data-api-key=”sk_98486rrjfjhrjthjrh9trtrtr” data-school-id=”SCH_34357549857454″></script>
Save and publish your site.

That’s it – the chat button will appear on the bottom‑right corner of your website within minutes.

7. Testing the widget

To make sure everything works:

Visit your website (in a private/incognito window, if possible).
Click the chat button (it says “💬”).
Type a question – for example, “What are your school timings?”
You should receive an answer based on the information you added to your knowledge base.

If you haven’t added any knowledge yet, the JOI Assistant will politely say it doesn’t have that information – but you can easily add FAQs, fees, etc., from the Knowledge Base section of your dashboard.

8. Customising the widget (optional)

Change the chat button colour

Send a request with color code to update the same for your account.

Remove “Powered by Pipaltree” branding

The widget includes a small “Powered by Pipaltree” line at the bottom. If you prefer a fully white‑label widget, you can upgrade to the Premium plan:

Price: ₹5,000 per year.
Once upgraded, the branding disappears automatically.

9. What visitors see and experience

A floating chat button appears on your site.
When clicked, a chat window opens.
Visitors can ask questions in their preferred language (English, Kannada, Hindi, Tamil, Telugu, Malayalam).
JOI answers instantly using your school’s knowledge base.
If a visitor shares a phone number or email, they become a lead in your dashboard.
Visitors can email the conversation transcript to themselves.

10. Next steps – adding content to your knowledge base

For the AI to answer accurately, you need to feed it with information about your school.

Go to Knowledge Base in the dashboard and fill in:

FAQs – common questions and answers.
Fee Structure – tuition fees for each grade.
Transport – whether you offer bus service, routes, etc.
Facilities – sports, labs, library, etc.
Admission – open/closed, process, age criteria.
School Profile – address, board, timings, about the school.

The more information you add, the smarter the AI becomes.

Click to download – Sample Knowledge base

To download the Sample Knowledge base continue, click
here
and proceed.

11. Troubleshooting – quick help

Issue	What to check
Widget doesn’t appear	– Ensure the script is before `</body>`. – Check that your API key is correct. – Open browser console (F12) for errors.
“Invalid API key”	– Copy the key again from the Widget page.
Answers are generic	– Add more FAQs and details to your knowledge base.
Translation not working	– Confirm the language is supported (see list above).
Widget colour not changing	– Clear your browser cache or use incognito mode.

12. Need more help?

Email us: pipaltree.care@gmail.com
Dashboard: https://joi.pipaltree.co.in
Documentation: https://pipaltree.co.in/joi-documentation/