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KnowledgeBase
Ai Agent
Build AI chatbots trained on your own content, connect them across channels, and automate replies using AI credits.
Introduction to AI Agents
What AI Agents are, RAG vs normal agents, and the build-train-publish flow.
Build Your First AI Agent
Use the two-step wizard to name your agent and define its behaviour, welcome and fallback messages.
Train Your Agent with Knowledge Sources
Train a RAG agent on documents and website URLs; understand the training stages and retraining.
Configure Your Agent
Set suggested questions, daily limit, live-agent handoff, widget position and colours.
Actionable AI in the Team Inbox: Prioritise, Close & Follow Up Automatically
Team Inbox → Actionable AI reads your WhatsApp conversations and does three jobs: marks every lead hot, warm or cold; closes the chats that were never going anywhere; and follows up with the people who went quiet. Every control explained, with a safe rollout order.
Daily Briefing on Your Dashboard: Hear an AI Summary of Yesterday, Customise It and Choose Who Gets It (Step-by-Step)
The Daily Briefing reads you a short AI summary of how yesterday went when you open your dashboard. Learn how to listen, read, replay and ask more, customise it with your own prompt, and choose who gets it.
Data Mapping with Your AI Agent on Chat: Ask Questions and Save the Answers to CRM Records Automatically (Step-by-Step)
Let your AI agent ask your own questions in website and WhatsApp chats and save every answer straight into a CRM field. Learn how to pick a module, add questions, and check the saved record, step by step.
Publish to Your Website
Test your agent, then embed the chat widget on your website with the install snippet.
Connect an Agent to WhatsApp
Let an AI agent auto-reply to WhatsApp messages in four steps.
Automatically Detect & Qualify Leads with Your AI Agent
Let your AI agent judge each conversation against your own criteria and automatically update a Contacts field — so sales can prioritise the good leads.
