Getting Started

Chatloop gives each chatbot (agent) its own knowledge, website widget, inbox, and optional social or messaging channels. The dashboard uses a compact sidebar with page-level tabs for deeper settings—use this guide to learn the layout, then follow the quickstart for a minimal path to production.

What you will use most often

When you have at least one chatbot, the sidebar groups your work into a few top-level areas:

• Overview — Home for the selected chatbot: widget status, stat tiles, recent conversations, and shortcuts into Chat, Knowledge, Settings, and Analytics.
• Chat — Unified inbox for website widget chats and connected channels (for example Meta or Telegram). Reply as your team when you take over a conversation.
• Analytics — Widget engagement metrics (owners, admins, and team members with calendar management access).
• Knowledge — Tabs for Documents, Websites, and FAQs that ground the assistant's answers.
• Automation — Tabs for Flows, optional Calendar and Database modules, and Integrations.
• Customers — CRM-style records, notes, and merge review (owners and admins).
• Widget — Tabs for Embed (script and token) and Appearance (branding and layout).
• Settings — In the sidebar footer above your profile: tabs for General, Teams, AI Model, Limits, and Danger Zone.

Account-level items live in the user menu (avatar at the bottom of the sidebar): Account, Subscription, Modules, and Log out.

Create your first chatbot

From the dashboard, use Create Chatbot (or the switcher header after your first bot exists). Pick a recognizable name and, if useful, a primary use case (for example customer support or FAQ).

Add knowledge before you expect quality

Open Knowledge and add at least one source before testing with real users:

• Documents — Policies, product PDFs, or internal write-ups.
• FAQs — Short questions and answers you already repeat in support.
• Websites — Public URLs to crawl on a schedule you choose.

Stale or contradictory material is the most common cause of weak answers.

Go live on your site

Open Widget > Embed, generate or copy your embed code, and place it on your site (typically before </body> or in your global layout). Confirm the widget loads in a private window and that conversations appear under Chat.

Connect social or messaging (optional)

If your plan includes them, open Automation > Integrations to link Meta (Facebook Messenger, Instagram, WhatsApp where supported) or Telegram so the same chatbot can respond outside the website widget. Some channels are sold as add-ons; purchase and connect flows are handled in the product.

Add modules (optional)

Modules are paid feature add-ons (for example Calendar for booking and Database for live data lookups). Purchase them from the user menu under Modules, then configure them under Automation when entitled.

Next steps

Read Quickstart: First Chatbot for a short checklist, then Navigation and menus for the full menu map. Explore Agents, Knowledge Base, Embed, Integrations, and Modules for detailed behavior.