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API Authentication Guide Overview API authentication is the process of verifying your identity when accessing our API. This ensures only authorized users can retrieve data or perform actions on behalf...

Learn how to configure Proactive Chat Triggers to engage visitors automatically based on their behavior. Enhance user interaction with precise timing....

Learn how to connect Google Drive to AI Chat For Business to import documents for training your AI bots....

Connecting HubSpot CRM Connect your HubSpot CRM to sync contacts, leads, and enable personalized AI conversations. Prerequisites A HubSpot account (Free, Starter, Professional, or Enterprise) Admin ac...

Connecting Notion Workspace Import Notion pages and databases to train your AI bots. Prerequisites Notion account (Free or paid) Workspace admin or member access A Growth or Professional plan subscrip...

Connect Salesforce CRM with AI Chat for seamless customer interactions and sales data synchronization....

Connecting Your Shopify Store Enable your AI chatbot to answer product questions, check inventory, and look up orders. Prerequisites A Shopify store (any plan) Shopify admin access Your store's Admin ...

Introduction Welcome to the comprehensive guide on customizing the appearance of your AI-powered chatbot widget using the new Widget Icon Picker and Appearance Tab features. These enhancements allow y...

Learn how to easily embed your chatbot on your website using our simple embed code. Enhance customer interaction effortlessly....

Getting Started with Zapier Integration Connect your AI Chat For Business account with 5,000+ apps through Zapier. Requirements Growth or Professional subscription plan A Zapier account (free or paid)...

When integrating Google Drive with AI Chat for Business, some users may encounter issues such as files not syncing properly or documents not appearing in the bot's knowledge base. What we have seen pr...

To upload documents to your bot's knowledge base, start by navigating to the bot configuration page within your AI Chat For Business dashboard. Click on the 'Knowledge Base' tab, which will display yo...

To effectively train your AI chatbot, you can upload various types of documents that will serve as its knowledge base. This process enhances the bot's ability to provide accurate and contextual respon...

HubSpot Sync Settings Configure how data flows between AI Chat For Business and HubSpot CRM. Sync Frequency Options Automatic Sync Hourly: Best for active sales teams needing real-time data Daily: Sui...

HubSpot Troubleshooting Solutions to common HubSpot integration issues. Connection Issues "Authorization Failed" Clear your browser cache and cookies Log out of HubSpot in all browser tabs Try connect...

Importing Files from Google Drive Step-by-step guide to importing documents. Accessing the Importer Navigate to your bot's Knowledge tab Click Import from Google Drive Your Drive folders will appear S...

To import pages from Notion into your AI Chat for Business bot, you need to connect your Notion workspace to our platform. This process allows you to leverage the rich content from your Notion pages, enhancing your bot's knowledge base. Start by ensuring that you have the necessary permissions in Notion to access the pages you want to import. You can follow the instructions provided in Notion's official documentation regarding sharing pages and managing access....

To invite team members to collaborate on managing your AI chatbot, follow these steps: 1. Log in to your AI Chat for Business account and navigate to the 'Team Members' section in your dashboard. 2. Click on the 'Invite Team Members' button. 3. Enter the email addresses of the team members you want to invite, separated by commas. 4. Choose the role for each member (Admin or Collaborator). Admins have full access to settings, while Collaborators can view analytics and conversations....

Notion Troubleshooting Common Notion integration issues and solutions. Connection Issues "Page Access Denied" The page wasn't shared with the integration Go to Notion > Settings > Connections Add the ...

Salesforce Sync Settings Configure bidirectional data sync between Salesforce and AI Chat. Sync Modes Read-Only Pulls data from Salesforce No changes made to your CRM Best for starting out Two-Way Syn...

Salesforce Troubleshooting Resolve common Salesforce integration issues. OAuth Errors "Invalid Client" Verify Consumer Key is correct Check Connected App is activated Wait 10 minutes after creation "R...

Learn how to set up and use Bot Widget Forms to enhance user interaction with configurable contact forms....

Setting Up Human Hand-Offs Introduction In the dynamic world of AI-powered customer service, there are instances when a chatbot might not suffice, and human intervention becomes necessary. Setting up ...

To sync your Shopify products with the AI Chat for Business platform, you need to ensure that you have connected your Shopify store through our integration feature. This process allows your AI chatbot...

Shopify Troubleshooting Common issues and solutions for Shopify integration. Connection Issues "Invalid API Token" Verify the token was copied completely Ensure the app is installed, not just created ...

Learn how to organize conversations with custom tags and filter your inbox for efficient customer service management....

Understanding Channel Takeover Limitations When you're using AI chatbots across multiple channels, you might want to jump in and reply directly from the platform instead of the Agent Inbox. Here's wha...

Overview of Credits and Billing Understanding how credits and billing work on the AI Chat For Business platform is essential for managing your subscription effectively. Each subscription tier comes wi...

Optimize chatbot escalations using AI-powered intent detection to reduce false positives and enhance customer satisfaction....

Learn to authenticate and access our API using secure API keys to manage bots and conversations....

Optimize chatbot interactions with the Bot Intent Layer by identifying conversation intent automatically....

Learn to configure your chatbot using Platform Templates or Custom Prompts for optimal response management....

Automatically capture leads across all channels with seamless integration into your contact database....

Learn how to enable and use Page Context Awareness in Bot Widgets for personalized and contextually relevant customer interactions....

Utilize persistent memory to personalize conversations, remembering user preferences and context for more engaging interactions....

Explore the Updated Visitor Context feature in the agent inbox, offering rich visitor intelligence and seamless customer service....

Web Scraping for Chatbot Content Overview Web scraping is a powerful feature that allows you to automatically extract content from web pages and integrate it into your chatbot's knowledge base. This e...

Zapier Actions Reference This guide covers all available actions for the AI Chat For Business Zapier integration. Available Actions List Bots Retrieve a list of all bots in your organization. Returns:...

Zapier Triggers Reference This guide covers all available triggers for the AI Chat For Business Zapier integration. Available Triggers New Conversation Fires when a new conversation is started with an...

Common Zapier Issues Zapier is a powerful tool for integrating AI Chat for Business with over 5,000 applications, but sometimes users encounter issues. Common problems include failed Zaps, connection ...