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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

Official plugins and packages first, then the embed snippet for everything else

Install from your platform’s store
WordPress
Shopify and Wix
The embed snippet
Verify the installation

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

Chatixy for iPhone, Android and Apple Watch

Answer visitors away from your desk: get notified when someone needs a person, take over and reply from your phone, or dictate from your wrist. Sign in with your Chatixy account.

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