🤖 Chatbot Knowledge Base Admin

Manage your chatbot's knowledge and training data

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📋 Menu

Crawl Options

🧠

Build / Optimize Knowledge Base

After crawling your website, run this process to analyze your content and optimize AI performance. This builds product catalogs, detects patterns, and generates smart retrieval rules tailored to your content.

Live Chat

💡 Your plan allows up to 1 concurrent live chat sessions.

Invite Agent

Invite agents and optionally assign a department. Your plan allows up to 1 team members.

Departments

Live Chat Requests

Add Knowledge Manually

Upload Documents

📤 Supported Formats

Upload documents in PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), or text formats. Maximum file size: 2MB per document.

The system extracts the text from your documents and adds it to the knowledge base for AI-powered answers. The original file is permanently stored — the chatbot will include a direct download link whenever it references a document in a response.

You can select multiple documents at once (Ctrl+Click or Shift+Click)

📇 Contact Management

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◎ Lead Management

📊 Your plan allows storing up to 50 leads.

Total Leads

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High-Intent

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Qualified

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Inquiries

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GDPR/CCPA Compliant Retention Policy Active
0-12 months: Full data retention for active sales pursuit  |  12-24 months: Pseudonymized (reduced exposure)  |  24+ months: Fully anonymized (analytics only)
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📡

Signal Tracking Dashboard

Real-time engagement signals from your chatbot conversations

👥 Agent Management

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Blocked

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Online Now

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📈 Dashboard & Analytics

📅 Your plan retains message history for 7 days. You can have up to 100 chats per month.

💬 Total Conversations

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Resolution Rate

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Fallback Rate

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Escalation Rate

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Requested human help

Avg Response Time

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Bot reply speed

👥 Users (This Week)

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⭐ Customer Satisfaction

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❓ Top Unanswered Questions

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✅ Top Answered Questions

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🚨 Critical Metrics (AI Monitored)

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🚩 Flagged
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⚠️ Policy Violations
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💬 Sensitive Topics
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🛡️ Prompt Injections

🚩 Flagged Conversations

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📚 Knowledge Base

Total Items

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Internal Links

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External URLs

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Manual Entries

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Documents

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👤 Profile Management

👤
Logged in as
Email cannot be changed. Contact support if you need to update it.

Change Password

Upload Documents

📤 Supported Formats

Upload documents in PDF, Word (.docx), Excel (.xlsx), PowerPoint (.pptx), or text formats. Maximum file size: 2MB per document.

The system extracts the text from your documents and adds it to the knowledge base for AI-powered answers. The original file is permanently stored — the chatbot will include a direct download link whenever it references a document in a response.

You can select multiple documents at once (Ctrl+Click or Shift+Click)

Knowledge Base

📚 Your plan allows up to 20 knowledge base items.

Total Items

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Last Updated

Never
Internal Links
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External Links
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Manually Added
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Uploaded Documents
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Email Configuration

ℹ️ Info: Configure your SMTP settings to receive email notifications when users escalate to human support.

User Escalations (Speak to Human Requests)

🎨

Email Templates

Customize the escalation email your team receives

💡 Variables: Use {{name}}, {{email}} in the subject line. They will be replaced with the user's actual info.

Include Conversation History

Attach the full chat transcript to escalation emails

📋 Audit Logs

📋

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Notifications

⚙️ Notification Settings

View and manage all your notifications

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Configuration

🖥️

System Status

Monitor Redis cache status and clear your cached data when needed.

🔴 Redis Cache
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💡 Clearing your cache will remove cached chatbot configurations, crawl data, and knowledge base lookups. This can help resolve stale data issues. Rate limit counters are not affected.
🏢

Business Information

This information is used by your chatbot to answer questions about your business — location, contact details, hours, shipping, and returns. Fill in what applies to your store.

💡 Why is this important? Without this information, your chatbot may not be able to answer common customer questions like "Where are you located?", "What are your business hours?", or "How can I contact you?". Crawled content often misses this info.
Max 5,000 characters
Max 20,000 characters
Max 10,000 characters
Max 50,000 characters — your chatbot will reference this when users ask about privacy, data collection, cookies, or GDPR.
Max 50,000 characters — your chatbot will reference this when users ask about terms, conditions, or usage policies.
🎨

Widget Customization

Customize the appearance and behavior of your chat widget

Theme color for buttons and headers
Where the chat widget appears on your website
First message users see when opening chat
Text shown on the chat button
Logo shown in chat header
Enabled — visitors can request to speak with a human
When disabled, the "Speak to Human" button and escalation form will be hidden from the chat widget.
Phone number for WhatsApp escalations (with country code)
📱 Format tip: Enter the number with country code (e.g., +1 for USA, +44 for UK). Example: +1 (555) 123-4567 or +447911123456. Only digits and + will be used.
💭

Custom AI Personality

Customize how your AI assistant responds and behaves

Give your AI assistant a name for a more personal touch
Choose how your assistant communicates with customers
Add specific behaviors, rules, or personality traits for your AI assistant
Comma-separated keywords to define the tone of responses
The first message visitors see when opening the chat. Use {name} to include the visitor's name (if collected).
The message shown when the AI cannot find relevant information in the knowledge base to answer a question.
🌐

Multi-Language Support

Automatically detect language and respond in the customer's language

Enable Multi-Language

When enabled, the AI will automatically detect the customer's language and respond in the same language.

📚 Supported Languages
🇺🇸 English 🇪🇸 Spanish 🇫🇷 French 🇩🇪 German 🇵🇹 Portuguese 🇮🇹 Italian 🇰🇪 Swahili 🇨🇳 Chinese 🇯🇵 Japanese 🇰🇷 Korean 🇸🇦 Arabic 🇷🇺 Russian 🇮🇳 Hindi

White Label / Remove Branding

Remove "Powered by" text from your chatbot widget

Hide "Powered by" Footer

When enabled, the branding footer will be hidden from your chatbot widget

🎨

Custom CSS Injection

Add custom CSS styles to your chatbot widget

Enable Custom CSS

When enabled, your custom CSS will be injected into the chatbot widget

💡 Tip: Target widget elements with selectors like #chatbot-container, #chatbot-header, .chatbot-message, #chatbot-button, .chatbot-messages. Your CSS overrides the default widget styles.
🔐

SSO / SAML Authentication

Enable Single Sign-On with your Identity Provider (Okta, Azure AD, OneLogin, etc.)

Enable SSO Authentication

When enabled, team members can log in using your organization's Identity Provider

🌐

IP Whitelisting

Restrict admin dashboard access to specific IP addresses

Enable IP Whitelisting

Only allow access from specified IP addresses

🔑

Two-Factor Authentication

Add an extra layer of security to your account

🔒
2FA is not enabled

Protect your account with two-factor authentication

Two-factor authentication adds an extra layer of security by requiring a code from your authenticator app in addition to your password.

This is automatically set to your current domain.
API Base URL is set automatically. No further action is required here.

🔐 API Key & Domain Management

Your unique API key identifies your chatbot. Allowed domains restrict where your chatbot code can be used.

Enter your website domain to generate your API key and installation code.

🌐

Add Your Domain First

Enter your website domain above and click Save Domain Settings to generate your API key and chatbot installation code.

👁️

Live Widget Preview

What you see is what your visitors will see. Changes update instantly.

🔒 yourwebsite.com

Zapier Integration

Automatically send leads to 5000+ apps via Zapier

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📦 Data Sent to Zapier

When a lead is captured, the following data is sent:

{
  "event": "lead_captured",
  "timestamp": "2024-01-15T10:30:00.000Z",
  "lead": {
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "+1-555-0123",
    "chat_session_id": "abc123",
    "initial_query": "I'm interested in...",
    "metadata": {
      "score": 25,
      "category": "High-Intent",
      "isHotLead": true
    }
  }
}
⚙️

Advanced Integrations

Connect CRM, Helpdesk, or custom webhook endpoints to receive events automatically

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📦 Event Payload Format

Each event is POSTed as JSON to your webhook URL:

{
  "event": "lead_captured",
  "timestamp": "2024-01-15T10:30:00.000Z",
  "deliveryId": "uuid-v4",
  "data": {
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "+1-555-0123",
    "message": "Product inquiry",
    "source": "chatbot_widget",
    "metadata": { ... }
  }
}

💳 Subscription & Billing

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✨ Your Plan Features

📖 Feature Guide

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🆘 Get Help from Super Admin

📝 Submit a Help Request

Need assistance? Select a category and describe your issue. The Super Admin will respond via notification and email.

📋 My Help Requests

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