Learn & Resources

    Guides, tutorials, and best practices to help you build better AI chatbots and provide exceptional customer experiences.

    Whether you're setting up your first chatbot or optimizing an existing deployment, our resource library covers everything from channel integrations to advanced knowledge base training. Learn how to deploy AI assistants on WhatsApp, Instagram, Telegram, Slack, Discord, and more. Browse by category or search for specific topics to find exactly what you need.

    Articles

    18
    Article

    Boost Lead Capture with Omnichannel Support

    Capture leads seamlessly across all channels with our new omnichannel support feature.

    Jan 30, 20260 views
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    Channel-Specific Responses

    Enhance customer interactions with channel-specific response settings. Tailor your chatbot's behavior for each platform effortlessly.

    Jan 30, 20260 views
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    Maximize Savings with Our Referral Program

    Earn credits and reduce costs with our Commission-Based Referral Program. Share your link and enjoy tiered rewards!

    Jan 30, 20260 views
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    Article

    Streamline Bot Training with Knowledge Interview

    Train your chatbot effortlessly with our Knowledge Interview feature, capturing tribal knowledge through natural conversations.

    Jan 30, 20260 views
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    Boost Engagement with Triggers

    Learn how proactive chat triggers can enhance visitor engagement by opening your chat widget based on user behavior.

    Jan 30, 20260 views
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    Boost Efficiency with Agent Quick Reply Templates

    Streamline agent responses with quick reply templates, enabling faster customer service and increased satisfaction.

    Jan 30, 20260 views
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    Create Urgency with Widget Launcher

    Discover the new widget launcher features to boost engagement and enhance customer experiences.

    Jan 30, 20261 views
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    Transform Your Contact Management Effortlessly

    Discover how to streamline contact management with automatic segmentation and tracking.

    Jan 30, 20260 views
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    Enhance Customer Support with AI-Only Escalation

    Discover AI-Only Escalation: Reduce unnecessary customer support escalations with AI-powered intent detection.

    Jan 28, 20262 views
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    Enhance Your Brand with Widget Customization

    Explore enhanced widget customization options to align your chatbot with your brand identity seamlessly.

    Jan 30, 20261 views
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    Create Consistent Agent Efficiency with Visitor Context

    Discover the upgraded Visitor Context for Agent Inbox, offering richer visitor insights for enhanced customer support.

    Jan 30, 20260 views
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    Customer Support with Conversation Tagging

    Discover how conversation tagging and filtering can streamline your customer support and enhance efficiency.

    Jan 30, 20260 views
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    Mastering Chatbot Responses with Intent-Based Templates

    Discover how Intent-Based Bot Templates streamline your chatbot's responses, optimizing for sales, support, and informational intents.

    Jan 30, 20261 views
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    Article

    Modernize Customer Experience with Page Context Awareness

    Discover how Page Context Awareness in bot widgets can revolutionize customer interactions with personalized, context-aware responses.

    Jan 30, 20260 views
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    Article

    Optimize Conversations with AI Chat

    Learn how our AI Bot Intent Layer optimizes customer interactions across sales, support, and informational modes.

    Jan 27, 20260 views
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    Reduce Friction with Intent Based Chatbots

    Jan 23, 20260 views
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    Revolutionize Your Sales with Smart Lead Scoring

    Jan 22, 20260 views
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    Getting Started with AI Chatbots

    Learn how to create and deploy your first AI chatbot in minutes.

    Jan 16, 20264 views
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    Help Articles

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    Connecting Salesforce CRM

    Connect Salesforce CRM with AI Chat for seamless customer interactions and sales data synchronization.

    Jan 30, 20260 views
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    Setting Up Bot Widget Forms

    Learn how to set up and use Bot Widget Forms to enhance user interaction with configurable contact forms.

    Jan 30, 20260 views
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    Using Lead Capture Channels

    Automatically capture leads across all channels with seamless integration into your contact database.

    Jan 30, 20260 views
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    Using AI-Only Escalation

    Optimize chatbot escalations using AI-powered intent detection to reduce false positives and enhance customer satisfaction.

    Jan 30, 20260 views
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    Help

    Using Visitor Context Panel

    Explore the Updated Visitor Context feature in the agent inbox, offering rich visitor intelligence and seamless customer service.

    Jan 30, 20260 views
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    Help

    Using Bot Intent Layer

    Optimize chatbot interactions with the Bot Intent Layer by identifying conversation intent automatically.

    Jan 30, 20260 views
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    Help

    Using Bot Templates

    Learn to configure your chatbot using Platform Templates or Custom Prompts for optimal response management.

    Jan 28, 20260 views
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    Embedding Bot on Website

    Learn how to easily embed your chatbot on your website using our simple embed code. Enhance customer interaction effortlessly.

    Jan 28, 20260 views
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    Customizing Widget Appearance

    Introduction Welcome to the comprehensive guide on customizing the appearance of your AI-powered chatbot widget using the new Widget Icon Picker and Appearance Tab features. These enhancements allow y

    Jan 27, 20260 views
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    Help

    Using API Authentication

    Learn to authenticate and access our API using secure API keys to manage bots and conversations.

    Jan 27, 20260 views
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    How to Upload Training Documents

    Jan 27, 20260 views
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    Understanding Credits & Billing

    Jan 27, 20260 views
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    Using Page Context Awareness

    Learn how to enable and use Page Context Awareness in Bot Widgets for personalized and contextually relevant customer interactions.

    Jan 24, 20260 views
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    Connecting Google Drive

    Learn how to connect Google Drive to AI Chat For Business to import documents for training your AI bots.

    Jan 23, 20260 views
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    Configuring Proactive Chat Triggers

    Learn how to configure Proactive Chat Triggers to engage visitors automatically based on their behavior. Enhance user interaction with precise timing.

    Jan 23, 20260 views
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    Help

    Tagging and Filtering Conversations

    Learn how to organize conversations with custom tags and filter your inbox for efficient customer service management.

    Jan 23, 20260 views
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    Help

    Importing Notion Pages

    To import pages from Notion into your AI Chat for Business bot, you need to connect your Notion workspace to our platform. This process allows you to leverage the rich content from your Notion pages, enhancing your bot's knowledge base. Start by ensuring that you have the necessary permissions in Notion to access the pages you want to import. You can follow the instructions provided in Notion's official documentation regarding sharing pages and managing access.

    Jan 23, 20260 views
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    Help

    Inviting Team Members

    To invite team members to collaborate on managing your AI chatbot, follow these steps: 1. Log in to your AI Chat for Business account and navigate to the 'Team Members' section in your dashboard. 2. Click on the 'Invite Team Members' button. 3. Enter the email addresses of the team members you want to invite, separated by commas. 4. Choose the role for each member (Admin or Collaborator). Admins have full access to settings, while Collaborators can view analytics and conversations.

    Jan 23, 20260 views
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    Help

    Google Drive Troubleshooting

    Jan 23, 20260 views
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    Zapier Troubleshooting

    Jan 23, 20260 views
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    API Authentication Guide

    Jan 22, 20260 views
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    Setting Up Human Hand-Offs

    Jan 22, 20260 views
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    Shopify Product Sync

    Jan 22, 20260 views
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    Using Persistent Memory in Bots

    Utilize persistent memory to personalize conversations, remembering user preferences and context for more engaging interactions.

    Jan 21, 20261 views
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    Shopify Troubleshooting

    Jan 20, 20261 views
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    How to Upload Documents

    Jan 20, 20260 views
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    Web Scraping for Chatbot Content

    Jan 20, 20260 views
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    Understanding Channel Takeover Limitations

    Jan 20, 20260 views
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    HubSpot Troubleshooting

    Jan 20, 20260 views
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    Notion Troubleshooting

    Jan 20, 20260 views
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    Salesforce Sync Settings

    Jan 20, 20260 views
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    Salesforce Troubleshooting

    Jan 20, 20260 views
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    Connecting Notion Workspace

    Jan 20, 20260 views
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    Importing Files from Google Drive

    Jan 20, 20260 views
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    Connecting HubSpot CRM

    Jan 20, 20260 views
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    HubSpot Sync Settings

    Jan 20, 20260 views
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    Getting Started with Zapier Integration

    Jan 20, 20260 views
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    Zapier Triggers Reference

    Jan 20, 20260 views
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    Connecting Your Shopify Store

    Jan 20, 20260 views
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    Zapier Actions Reference

    Jan 20, 20260 views
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