Manage your HelpBot directly from the dashboard. Add sources, customize the widget, view analytics, and configure webhooks — all from a visual interface.
Send questions, receive AI answers, submit feedback, and escalate to humans.
Embed the chat widget
Open your site's detail page in the dashboard.
Navigate to Dashboard > Sites and click your site name.
Copy the widget snippet from the "Widget Snippet" section.
Click the copy button next to the <script> tag to copy the embed code.
Paste the snippet before the closing </body> tag in your HTML.
The widget will load automatically and appear in the configured position.
View conversations & feedback
Go to your site's detail page.
Scroll to the "Recent Conversations" section.
You'll see the last 10 conversations with question, answer preview, and feedback status.
Check the feedback column for helpful/unhelpful ratings.
A thumbs-up icon means helpful, thumbs-down means not helpful, and a dash means no feedback yet.
Manage FAQ sources programmatically (Scale plan required).
Add FAQ sources
Open your site's detail page.
Scroll to the "FAQ Sources" section.
Enter a URL in the input field and click Add.
The source will be queued for scraping. Status changes from 'pending' to 'scraping' to 'indexed'.
Remove or re-scrape sources
Find the source in the "FAQ Sources" list.
Click the "Re-scrape" button to refresh the content.
Use this when your FAQ page content has been updated and you want the bot to use the latest version.
Click the trash icon to permanently delete a source.
All indexed documents from that source will be removed from the bot's knowledge base.
Retrieve widget display configuration (colors, labels, position).
Customize widget appearance
Open your site's detail page.
Scroll to "Widget Customizer".
You'll see a form with all configurable widget properties.
Adjust colors, position, bot name, and text labels.
Use the color pickers for primary, background, secondary, and foreground colors. Choose between bottom-right and bottom-left position.
Click "Save" to apply changes.
Changes take effect immediately — the live widget preview on the page updates in real time.
Preview the widget
Open your site's detail page.
Look at the "Widget Preview" panel.
A live preview shows how your widget will appear to visitors, using your current configuration.
Make changes in the customizer and see them reflected instantly.
Usage statistics, daily activity, and unanswered question insights (Growth or Scale plan required).
View analytics overview
Go to Dashboard > Sites and select your site.
Check the overview metrics at the top of the page.
You'll see total questions, satisfaction rate, handoff count, and credit usage for the selected time range.
Use the time range selector to switch between 7-day, 30-day, and all-time views.
Analytics are available on the Growth and Scale plans.
Open in DashboardView activity charts
Navigate to your site's detail page.
Scroll to the activity section to see the daily question volume chart.
The chart shows per-day question counts so you can spot trends and usage patterns.
Analytics are available on the Growth and Scale plans.
Open in DashboardFilter conversations
Navigate to your site's detail page.
Scroll to "Recent Conversations".
Review conversations with their question, answer, feedback, and handoff status.
Use this to identify unanswered questions and areas where your FAQ sources need improvement.
Register callback URLs to receive real-time event notifications (Growth or Scale plan required).
Create a webhook
Go to your site's settings or API section in the dashboard.
Enter the callback URL that should receive event notifications.
Select which events to subscribe to.
Available events: conversation.created, conversation.unanswered, conversation.feedback, conversation.handoff.
Save the webhook and securely store the generated secret.
The secret is shown only once — you'll need it to verify incoming webhook signatures.
Webhooks are available on the Growth and Scale plans.
List & delete webhooks
Go to your site's webhook settings.
View all registered webhooks with their URL, events, and status.
Secrets are partially redacted for security.
Click the delete button to remove a webhook subscription.
Webhooks are available on the Growth and Scale plans.