Documentation to help get you started

Getting Started

• What is ChatBotPro?

  ChatBotPro is an AI assistant and live-chat platform that answers your visitors from your own content and hands off to your team when a person is needed.

• Quick start — from signup to live

  Build your knowledge base from your website, style the widget, install the snippet, and take your first chat.

• Verifying your domain

  Verify the websites your widget may run on, and unlock crawling for your knowledge base. One-time, three ways to do it.

• Installing the chat widget

  Add the chat widget to any website with one snippet, or install the WordPress plugin.

• A tour of the dashboard

  What each section of the dashboard is for — Conversations, Insights, Knowledge, and Settings.

Knowledge Base

• Actions and webhooks

  Let the assistant *do* things — create a ticket, book a slot, post to a Zapier catch hook — not just answer. With a confirmation step before anything is written.

• Web Sources and API Sources

  Keep the knowledge base in sync with pages on your site or with an external API, on a schedule you set.

• Urgent notices — temporarily override the knowledge base

  Inject a short-lived fact — a closure, an outage, a delay — into every AI reply, overriding the knowledge base until it expires.

• Testing your knowledge base

  Fire real visitor questions at your knowledge base and see the answer, the source chunks behind it, and any live tools it called.

• Live tools (MCP and OpenAPI)

  Let the assistant call your systems while it answers — order status, availability, account details — instead of indexing them ahead of time.

• The Questionnaire — build knowledge from your website

  Crawl your website, let AI draft answers to a business questionnaire, then fill the gaps it couldn't find.

• How the knowledge base works

  Your assistant answers only from knowledge you give it. Here are the two kinds of knowledge — indexed content and live tools — and how to choose.

• Connecting Google Docs and Sheets

  Sync a Google Doc or Sheet into the knowledge base on a schedule — great for FAQs, price lists, and directories you already maintain.

• Chatbot rules — steering how the assistant talks

  Set tone, things the assistant must always or never say, and when to hand off — rules that apply to every reply, separate from the facts in your knowledge base.

• Documents and Notes

  Upload files or write knowledge directly as Notes. Supported formats, size limits, OCR, and how to keep content out of the bot without deleting it.

Your AI Assistant

• AI Trust Center — simulations, test suites, and resolution rate

  Prove your assistant is safe to trust — replay real conversations against your current knowledge base, run a test suite, and track your AI resolution rate.

• Returning visitors and frustration detection

  The assistant remembers returning visitors, and spots frustration in real time so you can step in before someone gives up.

• Multilingual chat and auto-translate

  The assistant detects each visitor's language and answers in it, and translates between your operators and visitors in both directions.

• Images in chat — what the AI can see

  Visitors can send photos and screenshots, and the assistant reasons over them, grounded in your knowledge base and product catalog.

• How the AI assistant answers visitors

  When the AI takes over, how the operator timeout works, and what happens when nobody is available.

• First-contact introduction

  Have the assistant open a brand-new conversation with a personal introduction instead of answering straight away.

• Escalating to a human

  Name the topics the assistant should never answer itself. It stops, brings in your team, pushes your operators, and can text you.

• Crisis safety and emergency escalation

  Two safety gates — one for visitors in acute distress, one for real-world emergencies like a gas leak. What each does and what neither guarantees.

• AI lead capture

  Give the assistant a sales goal and it will ask light qualifying questions and save contact details to your Leads pipeline.

Handling Conversations

• Operator Copilot

  An AI assistant inside the chat console — summarize a conversation, look something up in your knowledge base, and draft replies.

• Conversation history, search and export

  Search past conversations, read transcripts, summarize them with AI, export to CSV, and handle a visitor's data request.

• The mobile operator app

  Answer chats from your phone. Pair a device by scanning a QR code — no password needed — and get push notifications for new conversations.

• Handling live chats

  Accept a waiting visitor, take over from the AI, reply, send a transcript, and end a chat.

• Canned responses

  Saved replies your operators insert mid-chat by typing a slash shortcut — with Markdown, attachments, and the visitor's name filled in automatically.

Engagement & Conversion

• Engagement campaigns

  Targeted bubbles that reach out before a visitor opens the chat — a message, clickable chips, or a reply box — with different wording on different pages.

• Provider Directory — matching visitors to the right person

  Let the assistant ask a few questions and match each visitor to the right person on your team, then book a consult.

• The Products catalog

  Add products with part numbers, prices and reference photos so the AI can identify an item from a customer's picture and quote it.

• Live Visitors

  See who's browsing your site right now, how long they've been there, and send them a personal message.

• The Leads pipeline

  Every contact detail the assistant captured, with the transcript behind it, a status, and an owner.

• Routing leads to your other tools

  Send every captured lead to HubSpot, Mailchimp, Google Sheets, Excel Online, or any webhook — the moment it arrives.

• Conversation Flows

  Script a guided sequence of messages, questions and branches that starts on its own and ends by handing the visitor to a person.

• Appointment booking from chat

  Let the assistant offer open times from your Google or Microsoft calendar and book the meeting during the conversation.

Help Center & AI Search

• Writing for AI search (GEO/AEO)

  The six things AI answer engines look for in your content, how we score them, and how to fix a weak article.

• Your public Help Center

  Publish public articles that deflect questions and feed your chatbot's knowledge at the same time — write once, answer twice.

• Comparing yourself to competitors

  Scan up to three competitor sites to see what they cover better than you, how they score on GEO, and get rewrite drafts to close the gap.

• Answer gaps and AI corrections

  Two work queues in Analytics that make your assistant measurably better — the questions it couldn't answer, and the answers your operators improved.

Channels

• SMS and phone numbers

  Connect an existing Twilio number, or buy an SMS-capable number from the marketplace and pay from your wallet.

• Connecting Facebook and Instagram

  One-click setup for Messenger and Instagram — and the three things in Meta's popup that trip everyone up.

• Channels — chat beyond your website

  Connect Facebook Messenger, Instagram, WhatsApp and SMS so those conversations land in the same console as your website chats.

Account & Settings

• Customising the widget

  Name, colour, greeting, logo, launcher icon, position — and which fields visitors must fill in before starting a chat.

• Resetting and deleting your data

  How to delete conversations in bulk or wipe a workspace clean — what goes, what stays, and what can't be undone.

• The Wallet

  A prepaid balance for pay-as-you-go add-ons like phone numbers bought through the marketplace.

• Privacy and compliance

  Redaction, visitor consent, retention, data requests, and your Data Processing Agreement.

• Business hours and offline coverage

  Set your open hours and away message so visitors know when you're closed — and still get an answer or leave a message.

• Operators, roles and workspaces

  Add your team, set roles and chat limits, and understand how one person can belong to several workspaces.

• Plans, billing and usage

  What's included on Free, Basic and Pro, how to change plan, and where to see your usage against your limits.

For Agencies

• The Agency program

  Run client sites as subaccounts under one consolidated subscription, with your own branding across their widgets, dashboards and emails.

• DemoBuilds

  Demo builds A **demo build** is a throwaway assistant built from a prospect's public website, so an agency can show a practice what the product would do for it…

• PartnerAPI

  Partner API The partner API lets an agency's own tools start **demo builds**: an assistant built from a prospect's public website, with a test page link and a l…

• Go High Level Integration

  Connecting GoHighLevel to demo builds How to wire a GoHighLevel (GHL) sub-account so that when a prospect says yes, GHL asks ChatOpsPro to build a demo from the…