Guide
The Guide is task-oriented. Each section walks you through one job, with screenshots and the exact buttons to click.
If you’re brand new, start at Getting started — five short pages get you from sign-up to a working chatbot embedded on your website. Everything after that is reference: come back as you grow.
From sign-up to deployed bot in five steps
General, appearance, behavior, guidelines, permissions
Train on websites, docs, Notion, Google Drive, and more
Test before you ship
Web, Shopify, WordPress, custom
Email, Slack, WhatsApp, Messenger
Calendly, Cal.com, Salesforce, Zendesk
Tool-calling, confirmations, audit log
Zapier, Make, real-time data sync
Live chat, assignment, escalation
Manage and import end-users
Dashboards, performance, usage
Members, roles, multiple orgs
Plans, add-ons, invoices
Profile and notifications
Next-gen reasoning