🤖 Chatbot Knowledge Base Admin

Manage your chatbot's knowledge and training data

Crawl Options

✅ Choose one option

Option 1: Crawl Website URL (deeper crawl; can discover links on the same domain).

Option 2: Bulk Crawl Multiple Pages (fast; crawls only the URLs you provide).

Option 2: Bulk Crawl Multiple Pages (fast)

Bulk crawl will crawl only the URLs you provide (no extra pages).

Upload CSV (optional)

Max 5MB. You can import up to 5 URLs per bulk crawl.

Tip: You can generate a CSV of all your site URLs using tools like seotalos.com/free-tools/website-page-counter.

Paste URLs (one per line)

🧠

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 will automatically extract text from your documents and add them to the knowledge base. Documents are deleted after processing.

📇 Contact Management

Total Contacts

With Email

With Phone

This Week

Select All 0 selected

Loading contacts...

◎ Lead Management

📊 Your plan allows storing up to 50 leads.

Total Leads

High-Intent

Qualified

Inquiries

🔒

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)

Select All

0 selected

Loading leads...

📡

Signal Tracking Dashboard

Real-time engagement signals from your chatbot conversations

▼

Period:

📊 Signal Distribution

📅 Daily Trend

🔥 Top Sessions by Signals

⏱️ Recent Signals

👥 Agent Management

Total Agents

Active

Blocked

📈 Dashboard & Analytics

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

💬 Total Conversations

Today

This Week

This Month

This Year

Resolution Rate

Bot successfully answered

Fallback Rate

Bot couldn't answer

Escalation Rate

Requested human help

Avg Response Time

0ms

Bot reply speed

👥 Users (This Week)

Unique Users

Returning Users

⭐ Customer Satisfaction

N/A

out of 5

👍

👎

❓ Top Unanswered Questions

✅ Top Answered Questions

🚨 Critical Metrics (AI Monitored)

🚩 Flagged

⚠️ Policy Violations

💬 Sensitive Topics

🛡️ Prompt Injections

🚩 Flagged Conversations

📚 Knowledge Base

Total Items

Internal Links

External URLs

Manual Entries

Documents

👤 Profile Management

👤

Logged in as

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 will automatically extract text from your documents and add them to the knowledge base. Documents are deleted after processing.

Knowledge Base

📚 Your plan allows up to 20 knowledge base items.

Total Items

Last Updated

Never

Internal Links

External Links

Manually Added

Uploaded Documents

Select All

0 selected

Loading knowledge base...

Email Configuration

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

SMTP Server Connection

SMTP Host * Your email provider's SMTP server address

Port *

Security *

Common configurations:

Gmail: Port 465 with SSL, or Port 587 with TLS
Office 365: Port 587 with TLS
Gmail users: You'll need an App Password

Authentication

Email Address * Your full email address for SMTP login

Password * For Gmail, use an App Password (not your regular password)

Email Routing

From Email Address * Recipients will see emails coming from this address

Support Email * Escalated messages will be sent to this address

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.

Email Subject

Header Title

Header Subtitle

Header Color

Next Steps Text

Footer Text

Include Conversation History

Attach the full chat transcript to escalation emails

📋 Audit Logs

Notifications

⚙️ Notification Settings

View and manage all your notifications

Loading notifications...

Configuration

🎨

Widget Customization

Customize the appearance and behavior of your chat widget

Chatbot Color

Theme color for buttons and headers

Chatbot Position Where the chat widget appears on your website

Welcome Message First message users see when opening chat

Chat Button Hint Text Text shown on the chat button

Chatbot Logo URL (Optional) Logo shown in chat header

WhatsApp Escalation Number (Optional) 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

Assistant Name Give your AI assistant a name for a more personal touch

Personality Style Choose how your assistant communicates with customers

Custom Instructions Add specific behaviors, rules, or personality traits for your AI assistant

Tone Keywords (Optional) Comma-separated keywords to define the tone of responses

Custom Welcome Message The first message visitors see when opening the chat. Use {name} to include the visitor's name (if collected).

Custom Fallback Response 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.

Custom CSS

🔐

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

Identity Provider

SSO Entry Point URL The URL where users will be redirected to authenticate

Issuer / Entity ID The Entity ID of your Identity Provider

X.509 Certificate Paste the X.509 certificate from your Identity Provider

📋 Your Service Provider Details

Configure these values in your Identity Provider:

ACS URL: ${window.location.origin}/api/auth/saml/callback
Entity ID: ${window.location.origin}
Name ID Format: urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress

Force SSO Login

Require all team members to use SSO (disable email/password login)

🌐

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.

👁️

Live Widget Preview

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

🔐 API Key & Domain Management

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

Your API Key

Keep this key secure. Anyone with this key can send messages to your chatbot.

Allowed Domains

Add domains where your chatbot code is allowed to run. Leave empty to allow all domains (not recommended).

📋 Installation Code

Copy and paste this code before the closing </body> tag on your website:

📚 View Detailed Installation Guide for All Platforms

embed-code.html

⚡

Zapier Integration

Automatically send leads to 5000+ apps via Zapier

● Checking connection...

📦 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

Active

Events Sent

Failed

Loading integrations...

📦 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

Current Plan

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Active

Chats This Month

0 / 0

Knowledge Base Items

0 / 0

Team Members

0 / 0

▶

✨ Your Plan Features

📖 Feature Guide

📋 Available Plans

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📜 Billing History

Click refresh to load billing history

🆘 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.

🤖 Chatbot Knowledge Base Admin

📋 Menu

Crawl Options

✅ Choose one option

📊 Crawl Progress

Option 2: Bulk Crawl Multiple Pages (fast)

Build / Optimize Knowledge Base

⚙️ Compilation Progress

✅ Compilation Complete!

Live Chat

Invite Agent

Departments

Live Chat Requests

Add Knowledge Manually

Upload Documents

📤 Supported Formats

Files to Upload:

Upload Progress

📇 Contact Management

Total Contacts

With Email

With Phone

This Week

◎ Lead Management

Total Leads

High-Intent

Qualified

Inquiries

Signal Tracking Dashboard

📊 Signal Distribution

📅 Daily Trend

🔥 Top Sessions by Signals

⏱️ Recent Signals

Lead Details

⚙️ Lead Settings

📊 Lead Categories

🟢 Explicit Signals

🟡 Intent Signals

⚪ Engagement Signals

👥 Agent Management

Total Agents

Active

Blocked

Online Now

Edit Agent

Delete Agent?

📈 Dashboard & Analytics

💬 Total Conversations

Resolution Rate

Fallback Rate

Escalation Rate

Avg Response Time

👥 Users (This Week)

⭐ Customer Satisfaction

❓ Top Unanswered Questions

✅ Top Answered Questions

🚨 Critical Metrics (AI Monitored)

🚩 Flagged Conversations

📚 Knowledge Base

Total Items

Internal Links

External URLs

Manual Entries

Documents

👤 Profile Management

Change Password

Upload Documents

📤 Supported Formats

Files to Upload:

Upload Progress

Knowledge Base

Knowledge Base Limit Exceeded - Grace Period Active

Knowledge Base Limit Exceeded

Total Items

Last Updated

Email Configuration

SMTP Server Connection

Authentication

Email Routing

User Escalations (Speak to Human Requests)