Help Center

Configure Smart Chat with guardrails Enable agent assist carefully, connect grounded knowledge, and keep human takeover available.

Getting Started Fast onboarding, first login, and launching your first site. Installing the Widget Embed, test, and verify the customer-facing widget. Sites & Domains Manage sites, domains, and allowed widget origins. Inbox & Conversations Handle live chats, offline messages, assignments, and follow-up. Agents & Team Invite teammates, assign roles, and manage access. Departments Route conversations to Sales, Support, Billing, and more. Business Hours & Availability Control when chat is live and what visitors see after hours. Billing & Plans Upgrade, review subscriptions, and understand plan limits. Smart Chat / AI Advice Configure governed AI assistance and grounded suggestions. Security & Login Passwordless sign-in, sessions, and access control. Email Templates Edit transactional emails, previews, and test sends. Troubleshooting Diagnose widget, domain, mail, and runtime issues quickly.