intoCHAT documentation
Set up, train and install your AI agent. Each page covers one task, with the exact steps.
Getting started
- What intoCHAT is and how an agent worksLearn what an intoCHAT agent does on your website: it answers visitors from your own content, collects leads and calls your API, and how the parts fit.
- Quick start: from sign-up to a live chat widgetCreate an intoCHAT account, build your first AI agent from your website or a template, train it, test it and add the chat widget to your site in five steps.
- How intoCHAT answers questions from your contentHow an intoCHAT agent finds answers: chunking, hybrid semantic and keyword search, Q&A and priority sources first, grounding rules and no fine-tuning.
Train your agent
- Crawl your website to train your AI agentAdd your website to an intoCHAT agent: find pages, pick them in a folder tree, exclude paths, crawl settings (country, slow mode, ?query pages), sites that block crawlers, crawl limits and keeping pages up to date.
- Upload files to train your AI agentUpload PDF, Word, PowerPoint, Excel, CSV, EPUB, text and Markdown files to an intoCHAT agent. Size and character limits, what is extracted, and tips.
- Add text snippets and Q&A pairs to your agentAdd text snippets and Q&A pairs to an intoCHAT agent: other phrasings, CSV and Excel import and export, questions to improve, why Q&A answers rank first and tips.
- Import Notion pages to train your AI agentConnect a Notion workspace to an intoCHAT agent, import up to 25 pages at a time, what is read from each page, keeping pages in sync and disconnecting.
- Train your AI agent on Google Drive filesConnect Google Drive to an intoCHAT agent, pick Docs, Sheets, Slides, PDFs, Word, text and Markdown files, keep them in sync, the limits, and how to set up the Google app.
- Train your AI agent on helpdesk tickets and Intercom articlesLet an intoCHAT agent learn from solved Zendesk and Freshdesk tickets and from Intercom Help Center articles: what is imported, how personal data is removed, plan limits, auto-sync and removing an import.
- Manage knowledge sources: preview, edit and retrainManage an intoCHAT agent's knowledge: training status, preview, edit, retrain, delete, priority, usage, conflicting facts, grouping by site and folder, ZIP export and auto-resync.
- Find conflicting and outdated facts in your knowledgeintoCHAT compares passages from different knowledge sources and lists the facts they disagree on, such as two prices or two sets of opening hours, so you can fix them before visitors get the wrong answer.
Set up your agent
- Write instructions for your AI agentWrite the instructions that set your intoCHAT agent's role, tone and limits: templates, the 100-character minimum, guardrails, built-in rules and Playground tests.
- Let your AI agent search the webLet your intoCHAT agent look a question up on the web when your knowledge has no answer: turn it on, limit it to certain sites, what visitors see, costs and limits.
- Customize the chat widget's appearanceSet the chat widget's language, theme, font, colors, avatar, launcher, welcome messages, suggested and follow-up questions, source links, previous chats and visitor attachments, open it automatically or in Center Stage, show it to a share of visitors, add visitor tools and campaign tags, or import your logo and colors.
- Rich replies: tables, cards and quick replies in the chatLet the agent answer with a table to compare options, a row of cards to choose from, or quick-reply buttons for the next step, alongside its text. Learn when it uses them, the limits, how they look in the widget and where else they appear.
- Settings history: see changes and restore a versionSee every saved change to an agent's settings, who made it and what changed, compare any version with the current settings line by line, and restore an earlier version in one step.
- Copilot: change your agent by askingAsk the copilot in your agent's dashboard to change the agent for you: friendlier instructions, a new Q&A pair, answers to unanswered questions, a button to book a demo. Every change comes as a proposal with a diff that you approve or reject.
- Choose the AI model your agent answers withPick the AI model that writes your intoCHAT agent's replies: models from OpenAI, Anthropic and Google, how many messages each reply uses, which plans include them, Auto, temperature, fallbacks, testing in the Playground and where visitors' messages go.
Install
- Install the chat widget with a script tagAdd the intoCHAT chat bubble to any website with one script tag: where to paste it, the data-chatbot-id attribute, single-page apps and common mistakes.
- JavaScript SDK: control the chat widget from your pageOpen and close the intoCHAT chat bubble from your own code, identify signed-in visitors, switch the widget language and listen to chat events with window.IntoChat.
- Identity verification: tell the agent who your signed-in visitors areSign your users' ids on your server with an HMAC secret so intoCHAT knows who is chatting: verified conversations, {{user.*}} placeholders in API actions, and an option to let only signed-in visitors chat.
- Install the chat widget on WordPressAdd your intoCHAT agent to WordPress with the official plugin: install it, paste your agent ID under Settings, and use the shortcode for specific pages.
- Install the chat widget on ShopifyAdd the intoCHAT chat bubble to your Shopify store by pasting one script tag into theme.liquid, then connect your store so the agent can search your products.
- Install the chat widget in Next.js and ReactAdd the intoCHAT widget to a Next.js app with next/script in the root layout, or to a React app with index.html or a useEffect hook, without duplicate bubbles.
- Embed the chat inline or share a direct linkShow your intoCHAT agent inside a page with an iframe instead of a floating bubble, or share its direct chat link by email, on social media or as a QR code.
- Publish a Help Page for your agentGive your intoCHAT agent a public page of its own with a title, a description, up to 6 links and the chat, and put it on your own domain, link to it or frame it.
- Use your own domain for your agentShow your intoCHAT agent's Help Page, chat link and widget script on a subdomain of your own, such as chat.yourcompany.com, with a CNAME record. Pro and Enterprise.
- Show prospects your agent on their own websiteCreate a private link that shows your real intoCHAT agent over a screenshot of a prospect's website: crawl use, expiry, view counts and limits.
- Choose where your agent can appearLimit your intoCHAT agent to your own websites with allowed domains, or make it private, so other sites can't copy your snippet and use your messages.
- Limit messages and block countriesLimit how many messages one visitor can send per hour, cap one intoCHAT agent's messages per month, and block the chat in countries you choose.
- Install the chat widget on other platformsWhere to paste the intoCHAT script on Wix, Webflow, Squarespace, Framer, Bubble, Joomla, Drupal, Ghost, Magento, VTEX and more, with step-by-step guides.
- Answer in Slack with your AI agentAdd your intoCHAT agent to a Slack workspace so it answers @mentions in channels and direct messages in threads: plans, connecting, threads, human takeover from the inbox, limits and privacy.
- Answer customer emails with your agentGive your intoCHAT agent its own email address, forward your support address from Gmail or Microsoft 365, optionally send from your own domain, and let the agent answer whole email threads with hand-off to your team.
Leads
- Collect leads with the in-chat formSet up the lead form inside your intoCHAT agent: name, email, phone and custom fields, manual, AI, rule and hybrid triggers, the form message and what follows.
- Contacts: the people your agent knows, with custom attributesKeep one record per person for each agent: verified visitors, leads, CSV imports and API contacts with custom attributes that server-side actions can read as {{contact.*}}.
- Lead alerts, contact capture and CSV exportSave contact details visitors type in the chat, get an email or a Slack message for each new lead or form submission, and filter and export your leads as CSV.
- Hand off a conversation to your team by emailLet your intoCHAT agent email a conversation to your team when a visitor asks for a person: what the visitor sees, who gets the email, its contents and limits.
- Open helpdesk tickets in Zendesk, Freshdesk, HubSpot, Gorgias or Help Scout for hand-offsConnect Zendesk, Freshdesk, HubSpot, Gorgias or Help Scout so each hand-off from your intoCHAT agent also opens a ticket there: setup per helpdesk, ticket fields, what the ticket contains, privacy and limits.
- Live chat with your teamLet someone from your team join a chat in the intoCHAT widget and reply as themselves: when it is offered, what the visitor sees, the Live chat inbox, roles, ratings and limits.
- The Inbox: every conversation that needs a personHandle every intoCHAT conversation that needs someone from your team in one place: statuses, snoozing, priorities, tags, assignment, bulk changes and saved views, across all your agents.
- Inbox teams and routingSend conversations that need a person to the right team and teammate in intoCHAT: inbox teams, shifts and holidays, the outside-hours auto-reply, assignment rules, least busy and round robin, availability, plans and roles.
- Inbox automation: saved replies, triggers and live translationAnswer faster in the intoCHAT inbox: saved replies with variables, triggers that tag, prioritise, answer and notify on their own, and live translation of chats for your team.
- Satisfaction emails after a solved conversationEmail visitors a 1 to 5 rating after their conversation is solved in intoCHAT: when it is sent, what the visitor sees, unsubscribes, and where the ratings show up.
- Send leads and hand-offs to your tools with webhooksSend new leads, hand-off and live chat requests, form submissions, booked meetings, return requests and orders sent by message from intoCHAT to your server, Zapier, Make or n8n as signed JSON: events, payloads, signatures and retries.
- REST APIChat with your intoCHAT agents, read their conversations, leads and knowledge sources, keep their contacts in sync, and subscribe webhooks from your own server or an automation tool: API keys, scopes, rate limits, errors, pagination and every endpoint with examples.
- Connect intoCHAT to Zapier and MakeUse the intoCHAT app in Zapier (the Make app isn't published yet): instant triggers for new leads, form submissions, bookings, return requests, hand-offs and live chat requests, actions to chat with an agent and add knowledge, and how to connect with an API key.
- MCP serverConnect Claude.ai, ChatGPT, Claude Code, Cursor and other AI tools to your intoCHAT account through its remote MCP server: the endpoint, signing in or API keys, setup for each client, the tools, and the limits.
Actions
- Custom API actions: call your API from the chatLet your intoCHAT agent call your HTTP API during a chat: set up the request and auth, import a cURL command, fill inputs from the conversation and test it.
- Client-side actions in the visitor's browserRun an action in the visitor's browser: register a JavaScript handler with IntoChatActions, or call an endpoint on your site that uses the visitor's session.
- Custom buttons: let the agent offer a linkAdd a button such as Book a demo that the agent shows under its reply when it fits: set the text, the link and when to show it. intoCHAT never calls the link.
- Chat forms: collect details in one stepBuild short forms of up to 20 fields, such as a quote request or a return, that the agent shows under its reply when they fit. Submissions go to the Leads tab, email, Slack, webhooks and a webhook of the form's own.
- Procedures: step-by-step playbooks for your agentWrite procedures your agent follows step by step for one kind of request, such as a refund: ask questions, call your API actions, check conditions and ask the visitor to confirm before anything changes.
- Team approval for actions: a person approves before the agent actsMake an API action or a procedure step wait until someone from your team approves it. The agent tells the visitor the request is being reviewed, and the outcome is posted in the chat.
- Book Cal.com or Calendly meetings from the chatLet visitors book a meeting in the chat from your Cal.com or Calendly calendar: connect an API key or personal access token, pick an event type, what visitors see, where bookings show up and the limits.
- Order status and returnsLet your agent answer "where is my order?" from your Shopify or WooCommerce store, and take return and exchange requests: setup, how visitors are verified, what the agent sees, limits and notifications.
- Connect your store for live product searchPaste your shop address and intoCHAT adds live product search for Shopify, WooCommerce, Magento, VTEX, WordPress or other sites. Public data only, no API keys.
- Let visitors search your store by photoA visitor sends a photo and your intoCHAT agent shows similar products from your connected store as product cards: how to turn it on, what visitors see, limits per plan and privacy.
- Cart and checkout in chatLet visitors add products to a cart in the chat and check out on your Shopify or WooCommerce store, or send the order by message to pay on delivery: setup, what visitors see, discount codes, order requests, notifications and limits.
- Stripe billing self-service for signed-in customersLet your agent show signed-in customers their Stripe invoices and subscription, and open Stripe's customer portal so they can change their plan or payment method, or cancel: the restricted key, identity verification, what the agent sees and the access log.
Review conversations
- Review conversations and dashboard statsRead and filter chat transcripts, label them by topic and sentiment, see why the agent answered as it did, turn weak replies into Q&A pairs, export chat logs and follow outcomes on the dashboard.
- Ask your conversations in plain languageAsk a question about your agents' conversations, such as how many chats asked about refunds last month by country, and get a short answer with a chart, from the last 6 months of data.
- Tests with simulated customers: check your agent after every changeWrite test cases for your AI chat agent: an AI plays the customer, your agent answers with its real settings and tools, and an AI judge grades each chat pass or fail. Actions are simulated, so tests have no side effects.
Account and plans
- Plans, limits and what counts as a messageCompare intoCHAT plans: agents, messages, training characters, website crawls per month, team seats, procedures, contacts, custom domains and conflict checks, the 7-day free trial, extra agents and seats, the audit log, custom roles and single sign-on, what counts as a message, when usage resets and removing branding.
- Team members and rolesInvite people to work on your intoCHAT agents as Admin, Editor, Viewer or a custom role: seats per plan, invitations, what each role can do, access to selected agents, the audit log, switching accounts and the limits.
- Audit logSee who changed what in your intoCHAT account: what the audit log records and never records, who can see it, how long each plan keeps it, filters and CSV export.
- Transfer an agent to another accountHand an agent you built to a client or colleague: a single-use transfer link, what moves with the agent, which connections are disconnected, accepting it, plan limits and cancelling.
- Partner programEarn 30% of what the accounts you refer pay intoCHAT for their first 12 months: joining, your link, how sign-ups are attributed, commissions, the refund hold, payouts and the rules.
- Two-factor authenticationProtect your intoCHAT email-and-password sign-in with a code from an authenticator app: setup, signing in with a code, recovery codes, turning it off, Google sign-in and lost access.
- Single sign-on (SAML)Let your team sign in to intoCHAT with your identity provider over SAML 2.0: setup for Okta, Microsoft Entra ID and Google Workspace, domain verification, automatic team membership, requiring SSO, two-factor and troubleshooting. Enterprise plan.
- Troubleshooting: common problems and fixesFix common intoCHAT problems: a chat bubble that doesn't appear, a crawl that finds no pages, vague or wrong answers, a missing lead form and failing actions.