AI Chatbot Documentation & Guides

Welcome to the WebChatAgent documentation. Whether you're just getting started or looking for advanced configuration options, you'll find everything you need here.

Getting Started

New to WebChatAgent? Start here to create your first AI chatbot in minutes.

• Introduction — Overview of features and capabilities
• Your First Chatbot — Step-by-step setup guide
• Best Practices — Tips for better chatbot performance

Dashboard

Learn how to use the WebChatAgent dashboard to manage your chatbots.

• Dashboard Overview — Daily stats, quick actions, and navigation
• Conversations — Browse, search, and export chats
• Live Chat — Take over conversations from the bot (Premium or higher)
• Analytics — Track KPIs and engagement trends
• Leads — Track, qualify, and export captured contacts
• Feedback — Ratings and interest signals from visitors
• Questions — Find and fill knowledge gaps
• Bookings — Appointments booked through the chatbot
• Knowledge Optimizer — Test and improve your chatbot's answers
• Calls — Phone call history, transcripts, and outcomes

Chatbot Configuration

Configure your chatbot's behavior, data sources, tools, and appearance.

• Configuration — AI models, domains, system prompts
• Data Sources — Website crawling and file uploads
• Tools — Live Chat, Leads, Feedback, Appointments, and more
• Widget Customization — Themes, colors, fonts, behavior
• Inline Widget — Embed the chat inside your page layout
• Custom CSS — Style the widgets with your own CSS

Integrations

Connect WebChatAgent with your existing tools and platforms.

• Integrations Overview — Compare every way to connect
• Website Embed — Script tag and custom element
• WordPress — Free no-code plugin
• Shopify, Wix, Squarespace, Webflow — Site-builder embeds
• WhatsApp — WhatsApp Business integration
• Zapier — Automation via MCP
• MCP Servers — Connect external tools
• API Connectors — Live data from external APIs

Phone (Beta)

Let your assistant answer real phone calls in a natural voice.

• Overview — What the phone channel is and how to set it up
• Phone Numbers — Buy, forward, or connect a SIP number
• Voice Settings — Language, voice, greeting, and persona
• Call Rules — Limits, transfers, and safety
• Calls — Review call history and transcripts

Developer Guide

Build custom integrations using the WebChatAgent API.

• Developer Overview — Integration options at a glance
• REST API — Chat endpoint, authentication, examples
• WebSocket API — Real-time live chat protocol
• Widget Embed Guide — Attributes, custom CSS, SPA setup
• Use Cases — E-commerce, support, lead qualification

Account & Settings

Manage your account, team, billing, and security.

• Account Settings — Profile, password, account deletion
• Billing — Manage your subscription, add-ons, and invoices
• Team Members — Invitations and permissions
• Notifications — Web push and email alerts
• Data Privacy — GDPR, AVV, and data ownership

White-Label Platform

Run your own branded chatbot platform for your customers.

• Overview — Plans, add-ons, and what your customers see
• Setup — Custom domain, branding, and SMTP
• Managing Customer Accounts — Create, invite, and support your customers
• Quotas & Plan Management — Distribute resources and book add-ons