Marketing & engagement

Chat & AI chatbot

The website chat widget, plus training a bot on your content, capturing leads and handing off to humans.

• Check what your chatbot captured, test an agenda, and read its statsWhere each captured value came from, how PII is redacted and retained, dry-running an agenda, and the per-field funnel.
• Give your chatbot an agenda: capture details and qualify leadsHow agendas gather information while the bot answers, how they build one record, and how publishing a version works.
• Choose who answers: AI, humans, or AI when you're offlineThe four answering modes, how the bot steps aside for a live agent, and how to take over or hand a conversation back.
• Organise knowledge into bases and choose what each bot can readCreate separate knowledge bases, grant them to bots, keep some bot-only, and understand what happens when you delete one.
• Show the real agent's photo and name in the chat widgetHow the widget picks whose profile photo to show, what visitors see when a bot or the queue has the conversation, and how to turn it off.
• Train your AI chatbotBuild a knowledge base, add curated FAQs, set the persona and turn the bot on for a widget.
• Ingest your website or Notion into the knowledge baseCrawl your site or sync a Notion database so the bot answers from existing docs.