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intoCHAT

Documentation

Set up an agent, train it on your content and add it to your website.

Contents

Overview

intoCHAT puts an AI agent on your website that answers visitor questions from content you provide: pages of your site, documents, and question-and-answer pairs you write yourself.

You configure the agent in the dashboard and install it with one script tag. Later changes to its knowledge, instructions or appearance reach your site without touching the code again.

Quick start

From a new account to a working agent on your site.

  1. 1

    Create an agent

    Create an account, open Agents and choose New agent.

  2. 2

    Add knowledge

    On the Knowledge tab, add your website, upload documents, or paste text and Q&A. The agent answers from what it is given there and from its instructions.

  3. 3

    Copy the embed code

    On the Share tab, copy the script tag. It already contains your agent ID.

  4. 4

    Add it to your site

    Paste the script just before the closing </body> tag, on every page where the agent should appear.

  5. 5

    Check it

    Reload your site. The chat launcher appears in the bottom corner, with the colours and position set on the Appearance tab.

HTML
<script
  src="https://www.intochat.ai/api/embed.js"
  data-chatbot-id="YOUR_AGENT_ID"
></script>

How answers are produced

When you add knowledge, intoCHAT splits it into passages and indexes them. For each visitor question, the passages most relevant to it are retrieved and given to the language model together with your instructions, and the model writes its answer from that material.

If nothing relevant is found, the agent says it cannot confirm the answer instead of guessing, and points to a contact route if you have configured one. Your knowledge base is treated as reference material, never as instructions, so text on a page cannot change how the agent behaves.

Terms used in the dashboard

Instructions
The agent's role, tone and limits, written in plain language. For example: answer in the visitor's language, keep replies short, send billing questions to the support address.
Actions
Calls to an HTTP API you configure, such as looking up an order, or functions that run on your own page. The agent uses each one only for the requests it is meant for.
Lead collection
A form inside the conversation that asks for an email address or phone number. See Lead collection for when it appears.

Script tag

Works on any site where you can edit the HTML, including the custom code settings of Webflow, Squarespace and Wix. Add it once, in a global footer or layout, so it loads on every page.

HTML
<script
  src="https://www.intochat.ai/api/embed.js"
  data-chatbot-id="YOUR_AGENT_ID"
></script>

Next.js and React

In a Next.js App Router project, load the script once in the root layout with next/script. The lazyOnload strategy keeps it off the critical rendering path.

app/layout.tsx
import Script from 'next/script'

export default function RootLayout({ children }: { children: React.ReactNode }) {
  return (
    <html lang="en">
      <body>
        {children}
        <Script
          src="https://www.intochat.ai/api/embed.js"
          data-chatbot-id="YOUR_AGENT_ID"
          strategy="lazyOnload"
        />
      </body>
    </html>
  )
}

In other React apps, such as Vite or Create React App, add the script tag to index.html. It loads once and stays in place across client-side route changes.

WordPress

Use the official plugin, which adds the script to every page for you: intochat.ai on WordPress.org

  1. 1

    In your WordPress admin, go to Plugins → Add New.

  2. 2

    Search for intochat.ai, then install and activate the plugin.

  3. 3

    Go to Settings → intochat.ai and enter the agent ID shown on the Share tab.

Shopify

Add the script tag to your theme so it loads on every page of your store.

  1. 1

    In Shopify admin, go to Online Store → Themes, open the menu of your live theme and choose Edit code.

  2. 2

    In the Layout folder, open theme.liquid.

  3. 3

    Paste the script just before the closing </body> tag and save.

layout/theme.liquid
<script
  src="https://www.intochat.ai/api/embed.js"
  data-chatbot-id="YOUR_AGENT_ID"
></script>

Inline embed and direct link

To show the chat inside a page rather than as a floating launcher, embed it in an iframe. Both snippets below are also on the Share tab, with your agent ID filled in.

HTML
<iframe
  src="https://www.intochat.ai/agent/YOUR_AGENT_ID"
  width="100%"
  height="600px"
  frameborder="0"
></iframe>

Direct link

Every agent also has its own page, which you can share as a link or a QR code:

URL
https://www.intochat.ai/agent/YOUR_AGENT_ID

Embed script attributes

The script reads one attribute. Everything else, such as colours, launcher position, icon and greeting, is set on the Appearance tab and loaded when the page opens, so changes apply without editing your site.

AttributeRequiredDescription
data-chatbot-idYesThe ID of the agent to load, shown on the Share tab.

Knowledge sources

Add sources on the Knowledge tab. How much you can add depends on your plan; see Pricing.

SourceDetails
WebsiteEnter a URL, then choose which of the pages found on that site to read. Up to 500 pages are found per crawl.
FilesPDF, Word, PowerPoint, Excel, OpenDocument, RTF, EPUB, CSV, plain text and Markdown.
TextAny text you paste, such as a policy or a product description.
Q&AQuestion-and-answer pairs, for answers you want worded exactly.

Lead collection

When lead collection is on, the agent can show a form in the conversation asking for the fields you enable: email address, phone number or both. The trigger decides when the form appears.

TriggerBehaviour
ManualOnly when the visitor asks to be contacted or offers their details.
AIThe agent decides when to ask, based on your description of a good lead.
RulesAfter a set number of visitor messages, or when the visitor uses one of your keywords (up to 20).
HybridRules and AI together.

The form appears at most three times in one conversation, always below the agent's answer. Submitted details appear on the Leads tab.

Need help?

Email support@intochat.ai and include your agent ID.