AI Assist · Lead Gen & Forms
Capturing leads and form data through AI Assist conversations.
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Fourteen tracks, 138+ short videos. Watch just the one you need.
Getting Started
Account, property, and dashboard setup — from signup to first chat.
Billing & Subscriptions
Add-ons, invoicing, payment methods, and what's free vs paid.
Chat Widget · Appearance
Branding, language, and visual customisation of the widget.
Chat Widget · Behavior
Scheduling, pre-chat forms, and routing rules.
Inbox, Chats & Contacts
Managing live conversations, transferring chats, contact records.
Tickets & Email
Turning chats into tickets, email management, status workflows.
Triggers & Engagement
Proactive messaging, behavioural triggers, on-page rules.
Knowledge Base
Building a help center, structuring articles, search.
Privacy & Security
Data handling, visitor tracking, GDPR-relevant settings.
AI Assist · Setup
Introduction to AI Assist and basic configuration.
AI Assist · Training
Data sources, re-syncing, and keeping the model accurate.
AI Assist · Persona
Base prompts, tone, and shaping how AI Assist replies.
AI Assist · Handoff
Automation, escalation rules, and human handoff.
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