Getting Started

Chatloop gives each agent its own knowledge, website widget, inbox, and optional social or messaging channels. Use this guide to learn the moving parts, then follow the quickstart for a minimal path to production.

What you will use most often

• Overview — High-level stats for the selected agent (conversations, messages, resource counts) and shortcuts into Chat and Resources.
• 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.
• Resources — Documents, Websites (crawled pages), and FAQs that ground the assistant’s answers.
• Settings — Embed Widget (script and token), Basic Information, Widget Appearance, AI Model, and Usage & Limits (exact items depend on your role and plan).

Other areas include Customers, Flows, Integrations, Analytics, and Teams (owners and eligible admins).

Create your first agent

From the dashboard, create an agent with a clear name customers will recognize. Optionally set a short description and a primary use case (for example customer support or FAQ) to keep your workspace organized.

Add knowledge before you expect quality

Upload PDFs and text under Resources > Documents, add high-signal Q&A under Resources > FAQs, and optionally add Websites so content can be crawled on a schedule you choose. Stale or contradictory material is the most common cause of weak answers.

Go live on your site

Open Settings > Embed Widget, 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, use Integrations to link Meta (Facebook Messenger, Instagram, WhatsApp where supported) or Telegram so the same agent can respond outside the website widget. Some channels are sold as add-ons; purchase and connect flows are handled in the product.

Next steps

Read Quickstart: First Agent for a short checklist, then explore Agents, Knowledge Base, Embed, and Integrations in this help center for detailed behavior.