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.
Channels
Discord Bot
Web Widget Chatbots
Slack Chatbot
Telegram Chatbot
WhatsApp for Business Chatbot
Facebook Messenger Chatbot
Instagram Chatbot
Deploy AI chatbots on Instagram to automate customer conversations.
Articles
Boost Lead Capture with Omnichannel Support
Capture leads seamlessly across all channels with our new omnichannel support feature.
Channel-Specific Responses
Enhance customer interactions with channel-specific response settings. Tailor your chatbot's behavior for each platform effortlessly.
Maximize Savings with Our Referral Program
Earn credits and reduce costs with our Commission-Based Referral Program. Share your link and enjoy tiered rewards!
Streamline Bot Training with Knowledge Interview
Train your chatbot effortlessly with our Knowledge Interview feature, capturing tribal knowledge through natural conversations.
Boost Engagement with Triggers
Learn how proactive chat triggers can enhance visitor engagement by opening your chat widget based on user behavior.
Boost Efficiency with Agent Quick Reply Templates
Streamline agent responses with quick reply templates, enabling faster customer service and increased satisfaction.
Create Urgency with Widget Launcher
Discover the new widget launcher features to boost engagement and enhance customer experiences.
Transform Your Contact Management Effortlessly
Discover how to streamline contact management with automatic segmentation and tracking.
Enhance Customer Support with AI-Only Escalation
Discover AI-Only Escalation: Reduce unnecessary customer support escalations with AI-powered intent detection.
Enhance Your Brand with Widget Customization
Explore enhanced widget customization options to align your chatbot with your brand identity seamlessly.
Create Consistent Agent Efficiency with Visitor Context
Discover the upgraded Visitor Context for Agent Inbox, offering richer visitor insights for enhanced customer support.
Customer Support with Conversation Tagging
Discover how conversation tagging and filtering can streamline your customer support and enhance efficiency.
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.
Modernize Customer Experience with Page Context Awareness
Discover how Page Context Awareness in bot widgets can revolutionize customer interactions with personalized, context-aware responses.
Optimize Conversations with AI Chat
Learn how our AI Bot Intent Layer optimizes customer interactions across sales, support, and informational modes.
Reduce Friction with Intent Based Chatbots
Revolutionize Your Sales with Smart Lead Scoring
Getting Started with AI Chatbots
Learn how to create and deploy your first AI chatbot in minutes.
Help Articles
Connecting Salesforce CRM
Connect Salesforce CRM with AI Chat for seamless customer interactions and sales data synchronization.
Setting Up Bot Widget Forms
Learn how to set up and use Bot Widget Forms to enhance user interaction with configurable contact forms.
Using Lead Capture Channels
Automatically capture leads across all channels with seamless integration into your contact database.
Using AI-Only Escalation
Optimize chatbot escalations using AI-powered intent detection to reduce false positives and enhance customer satisfaction.
Using Visitor Context Panel
Explore the Updated Visitor Context feature in the agent inbox, offering rich visitor intelligence and seamless customer service.
Using Bot Intent Layer
Optimize chatbot interactions with the Bot Intent Layer by identifying conversation intent automatically.
Using Bot Templates
Learn to configure your chatbot using Platform Templates or Custom Prompts for optimal response management.
Embedding Bot on Website
Learn how to easily embed your chatbot on your website using our simple embed code. Enhance customer interaction effortlessly.
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
Using API Authentication
Learn to authenticate and access our API using secure API keys to manage bots and conversations.
How to Upload Training Documents
Understanding Credits & Billing
Using Page Context Awareness
Learn how to enable and use Page Context Awareness in Bot Widgets for personalized and contextually relevant customer interactions.
Connecting Google Drive
Learn how to connect Google Drive to AI Chat For Business to import documents for training your AI bots.
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.
Tagging and Filtering Conversations
Learn how to organize conversations with custom tags and filter your inbox for efficient customer service management.
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.
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.
Google Drive Troubleshooting
Zapier Troubleshooting
API Authentication Guide
Setting Up Human Hand-Offs
Shopify Product Sync
Using Persistent Memory in Bots
Utilize persistent memory to personalize conversations, remembering user preferences and context for more engaging interactions.
Shopify Troubleshooting
How to Upload Documents
Web Scraping for Chatbot Content
Understanding Channel Takeover Limitations
HubSpot Troubleshooting
Notion Troubleshooting
Salesforce Sync Settings
Salesforce Troubleshooting
Connecting Notion Workspace
Importing Files from Google Drive
Connecting HubSpot CRM
HubSpot Sync Settings
Getting Started with Zapier Integration
Zapier Triggers Reference
Connecting Your Shopify Store
Zapier Actions Reference
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