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Getting started

Create your account, add your first project and go live

  • Create your account
  • Set up your first project
  • Go live

Install the support agent

Embed guides for HTML, WordPress, Shopify and Wix

  • The embed snippet
  • WordPress
  • Shopify and Wix
  • +1 more

Train on your website

Crawling, page limits and keeping answers fresh

  • How crawling works
  • Excluding pages
  • Keeping answers fresh

Upload documents

PDFs, Word files and text as knowledge sources

  • Supported formats
  • Uploading a document
  • Managing sources

Customize the support agent

Appearance, behavior and advanced settings

  • Appearance
  • Behavior
  • Advanced settings

support agent personas

Give your support agent a name, voice and personality

  • Choosing a persona
  • Tuning the voice

Invite your team

Invitations, roles and the permission matrix

  • Sending invitations
  • Roles and permissions

Billing & plans

Plans, invoices, usage limits and cancellation

  • Plans
  • Invoices and payment methods
  • Cancellation and data deletion

Troubleshooting

Chat not showing, connection issues, answer quality

  • The chat does not appear
  • Messages not sending
  • Improving answer quality

Developer API

Send messages to your workspace AI programmatically. Read the full Chat API reference.

Developer API

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