Documentation

• Setup & platform guide

  Create your workspace, connect AI and channels, import knowledge, and find where each setting lives in the dashboard.

• Analytics metrics

  How overview cards and custom report metrics are calculated, including interaction scope and query limits.

• Integration setup (in dashboard)

  Step-by-step guides for Gmail, Microsoft 365, Notion, Zendesk, and Google Drive — available after you sign in.

  Requires login

Workspace owners and admins use the setup guide to configure AI, knowledge, embed chat, email, and team access. Agents and specialists can use the same guide to find Conversations, Playground, and Knowledge Base. Anyone reviewing support performance should read the analytics metrics reference before building saved reports.

1. Sign up and complete the owner onboarding wizard (AI key, optional team invite).
2. Add knowledge at /knowledge-base, then test in the AI Playground.
3. Deploy the embed widget from /embed-assistant or connect email under /integrations.
4. Handle tickets in /conversations and measure results in /analytics.