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Getting Started

IntroductionQuick Start Guide

BUILD AGENT

Basic SettingsModel SettingsAppearanceGuidelinesEscalationChat Integration

Agent Training

Using DocumentsUsing Google DriveUsing Plain TextUsing URLs

Manage Knowledge

Knowledge FolderManage Sources

integrations

FreshdeskSlackZapierZendeskZoho

Chat Integration

The Chat Integration section expands your chatbot's reach beyond your website widget. By connecting to popular messaging platforms, you allow users to interact with your AI agent through their preferred communication apps. The chatbot uses the same training data, personality, and escalation logic across all enabled channels.

Channel Overview

Once a channel is enabled, the chatbot functions exactly as it does on your web widget, providing consistent answers regardless of where the conversation takes place.

ChannelDescriptionBest For
WhatsAppConnects your AI agent to WhatsApp Business API.Direct customer support, order updates, and high-engagement interactions.
SlackIntegrates the bot into Slack workspaces. Users can DM the bot or tag it in channels.Internal employee support, IT helpdesk, or B2B community management.
InstagramResponds to Instagram Direct Messages (DMs) automatically.E-commerce brands, influencers, and handling pre-sales queries.
MessengerHandles inquiries sent to your Facebook Business Page.General customer service and small business inquiries.
Tips

Best Practices for Integration

Example Configurations

Use CaseConfiguration Details
Internal HR / IT BotEnabled: Slack <br> Disabled: WhatsApp, Instagram, Messenger\ Why: The bot contains internal company info and should only be accessible within the company workspace.
Social E-commerce BrandEnabled: Instagram, Messenger, WhatsApp | Disabled: Slack | Why: Meets customers where they are shopping, offering instant answers on shipping/products.
Professional ServicesEnabled: WhatsApp, Messenger | Why: Provides a direct line for potential clients to book appointments or ask preliminary questions.

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