intoCHAT documentation
Set up, train and install your AI agent. Each page covers one task, with the exact steps.
Getting started
- What intoCHAT is and how an agent worksLearn what an intoCHAT agent does on your website: it answers visitors from your own content, collects leads and calls your API, and how the parts fit.
- Quick start: from sign-up to a live chat widgetCreate an intoCHAT account, build your first AI agent from your website or a template, train it, test it and add the chat widget to your site in five steps.
- How intoCHAT answers questions from your contentHow an intoCHAT agent finds answers: chunking, hybrid semantic and keyword search, Q&A and priority sources first, grounding rules and no fine-tuning.
Train your agent
- Crawl your website to train your AI agentAdd your website to an intoCHAT agent: find pages, pick them in a folder tree, exclude paths, crawl settings (country, slow mode, ?query pages), sites that block crawlers, crawl limits and keeping pages up to date.
- Upload files to train your AI agentUpload PDF, Word, PowerPoint, Excel, CSV, EPUB, text and Markdown files to an intoCHAT agent. Size and character limits, what is extracted, and tips.
- Add text snippets and Q&A pairs to your agentAdd text snippets and Q&A pairs to an intoCHAT agent: other phrasings, CSV and Excel import and export, questions to improve, why Q&A answers rank first and tips.
- Import Notion pages to train your AI agentConnect a Notion workspace to an intoCHAT agent, import up to 25 pages at a time, what is read from each page, keeping pages in sync and disconnecting.
- Manage knowledge sources: preview, edit and retrainManage an intoCHAT agent's knowledge: training status, preview, edit, retrain, delete, priority, usage, grouping by site and folder, ZIP export and auto-resync.
Set up your agent
- Write instructions for your AI agentWrite the instructions that set your intoCHAT agent's role, tone and limits: templates, the 100-character minimum, guardrails, built-in rules and Playground tests.
- Let your AI agent search the webLet your intoCHAT agent look a question up on the web when your knowledge has no answer: turn it on, limit it to certain sites, what visitors see, costs and limits.
- Customize the chat widget's appearanceSet the chat widget's language, theme, font, colors, avatar, launcher, welcome messages, suggested and follow-up questions, source links, previous chats and visitor attachments, open it automatically or in Center Stage, show it to a share of visitors, add visitor tools and campaign tags, or import your logo and colors.
Install
- Install the chat widget with a script tagAdd the intoCHAT chat bubble to any website with one script tag: where to paste it, the data-chatbot-id attribute, single-page apps and common mistakes.
- JavaScript SDK: control the chat widget from your pageOpen and close the intoCHAT chat bubble from your own code, identify signed-in visitors, switch the widget language and listen to chat events with window.IntoChat.
- Identity verification: tell the agent who your signed-in visitors areSign your users' ids on your server with an HMAC secret so intoCHAT knows who is chatting: verified conversations, {{user.*}} placeholders in API actions, and an option to let only signed-in visitors chat.
- Install the chat widget on WordPressAdd your intoCHAT agent to WordPress with the official plugin: install it, paste your agent ID under Settings, and use the shortcode for specific pages.
- Install the chat widget on ShopifyAdd the intoCHAT chat bubble to your Shopify store by pasting one script tag into theme.liquid, then connect your store so the agent can search your products.
- Install the chat widget in Next.js and ReactAdd the intoCHAT widget to a Next.js app with next/script in the root layout, or to a React app with index.html or a useEffect hook, without duplicate bubbles.
- Embed the chat inline or share a direct linkShow your intoCHAT agent inside a page with an iframe instead of a floating bubble, or share its direct chat link by email, on social media or as a QR code.
- Publish a Help Page for your agentGive your intoCHAT agent a public page of its own with a title, a description, up to 6 links and the chat, and link to it or show it on your own domain.
- Show prospects your agent on their own websiteCreate a private link that shows your real intoCHAT agent over a screenshot of a prospect's website: crawl use, expiry, view counts and limits.
- Choose where your agent can appearLimit your intoCHAT agent to your own websites with allowed domains, or make it private, so other sites can't copy your snippet and use your messages.
- Limit messages and block countriesLimit how many messages one visitor can send per hour, cap one intoCHAT agent's messages per month, and block the chat in countries you choose.
- Install the chat widget on other platformsWhere to paste the intoCHAT script on Wix, Webflow, Squarespace, Framer, Bubble, Joomla, Drupal, Ghost, Magento, VTEX and more, with step-by-step guides.
Leads
- Collect leads with the in-chat formSet up the lead form inside your intoCHAT agent: name, email, phone and custom fields, manual, AI, rule and hybrid triggers, the form message and what follows.
- Lead alerts, contact capture and CSV exportSave contact details visitors type in the chat, get an email or a Slack message for each new lead or form submission, and filter and export your leads as CSV.
- Hand off a conversation to your team by emailLet your intoCHAT agent email a conversation to your team when a visitor asks for a person: what the visitor sees, who gets the email, its contents and limits.
- Open helpdesk tickets in Zendesk, Freshdesk or HubSpot for hand-offsConnect Zendesk, Freshdesk or HubSpot so each hand-off from your intoCHAT agent also opens a ticket there: setup per helpdesk, what the ticket contains, privacy and limits.
- Live chat with your teamLet someone from your team join a chat in the intoCHAT widget and reply as themselves: when it is offered, what the visitor sees, the Live chat inbox, roles, ratings and limits.
- Send leads and hand-offs to your tools with webhooksSend new leads, hand-off and live chat requests, form submissions, booked meetings and return requests from intoCHAT to your server, Zapier, Make or n8n as signed JSON: events, payloads, signatures and retries.
- REST APIChat with your intoCHAT agents, read their conversations, leads and knowledge sources, and subscribe webhooks from your own server or an automation tool: API keys, scopes, rate limits, errors, pagination and every endpoint with examples.
- Connect intoCHAT to Zapier and MakeUse intoCHAT in Zapier and Make: instant triggers for new leads, form submissions, bookings, return requests, hand-offs and live chat requests, actions to chat with an agent and add knowledge, and how to connect with an API key.
- MCP serverConnect Claude Code, Cursor and other AI tools to your intoCHAT account through its remote MCP server: the endpoint, API keys and scopes, setup for each client, the tools, and the limits.
Actions
- Custom API actions: call your API from the chatLet your intoCHAT agent call your HTTP API during a chat: set up the request and auth, import a cURL command, fill inputs from the conversation and test it.
- Client-side actions in the visitor's browserRun an action in the visitor's browser: register a JavaScript handler with IntoChatActions, or call an endpoint on your site that uses the visitor's session.
- Custom buttons: let the agent offer a linkAdd a button such as Book a demo that the agent shows under its reply when it fits: set the text, the link and when to show it. intoCHAT never calls the link.
- Chat forms: collect details in one stepBuild short forms, such as a quote request or a return, that the agent shows under its reply when they fit. Submissions go to the Leads tab, email, Slack and webhooks.
- Procedures: step-by-step playbooks for your agentWrite procedures your agent follows step by step for one kind of request, such as a refund: ask questions, call your API actions, check conditions and ask the visitor to confirm before anything changes.
- Book Cal.com or Calendly meetings from the chatLet visitors book a meeting in the chat from your Cal.com or Calendly calendar: connect an API key or personal access token, pick an event type, what visitors see, where bookings show up and the limits.
- Order status and returnsLet your agent answer "where is my order?" from your Shopify or WooCommerce store, and take return and exchange requests: setup, how visitors are verified, what the agent sees, limits and notifications.
- Connect your store for live product searchPaste your shop address and intoCHAT adds live product search for Shopify, WooCommerce, Magento, VTEX, WordPress or other sites. Public data only, no API keys.
Review conversations
Account and plans
- Plans, limits and what counts as a messageCompare intoCHAT plans: agents, messages, training characters, website crawls per month, team seats and procedures, what counts as a message, when usage resets and removing branding.
- Team members and rolesInvite people to work on your intoCHAT agents as Admin, Editor or Viewer: seats per plan, invitations, what each role can do, switching accounts and the limits.
- Two-factor authenticationProtect your intoCHAT email-and-password sign-in with a code from an authenticator app: setup, signing in with a code, recovery codes, turning it off, Google sign-in and lost access.
- Troubleshooting: common problems and fixesFix common intoCHAT problems: a chat bubble that doesn't appear, a crawl that finds no pages, vague or wrong answers, a missing lead form and failing actions.