Key Concepts

Demo: A customer-facing chatbot page built from your website. Each demo has its own public URL, AI configuration, and helpdesk inbox. Your plan determines how many demos you can create.
Workflow: The automation layer that processes incoming customer messages — routing them through the AI, querying your knowledge base and connected tools, and handing off to your human team when needed. Workflows are always linked to a demo and a helpdesk inbox.
Knowledge Base: A library of documents (PDFs, Word files, plain text, and more) that the AI draws on to answer questions. You can link multiple knowledge bases to one workflow and control how they're searched.
Integration: A connection to an external service. Integrations cover helpdesk routing, the embeddable chat widget, calendar booking, business data APIs (CRM and commerce platforms), and — on ENTERPRISE — a custom MCP Client pointing to a server you operate. Available integrations depend on your subscription tier.
System Message: The instruction template that defines how your AI behaves — its persona, the policies it follows, the tools it can call, and when to escalate. A system message is auto-generated when you create a demo and can be edited from the dashboard.

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