Introduction

Introduction to Chatsby

Chatsby is a platform that lets businesses build, train, and deploy AI-powered customer support agents using their own data. You provide the knowledge — help articles, product docs, PDFs, website content, internal FAQs — and Chatsby turns it into a conversational AI agent that can answer customer questions accurately, 24 hours a day, in any language your customers speak.

The problem is straightforward: support teams are expensive to scale, customers expect instant answers, and most of the questions your team handles are repetitive. Chatsby solves this by letting you create an AI agent that handles the routine questions automatically, captures leads when appropriate, and escalates to a human when the conversation requires it.

No machine learning expertise required. No infrastructure to manage. You can go from raw data to a live agent embedded on your website in under ten minutes.

Platform Capabilities

Chatsby is not a generic chatbot builder. It is a complete system for deploying AI agents that are grounded in your specific business data. Here is what the platform provides:

Multi-Source Training

Your agent's quality depends entirely on the data you feed it. Chatsby supports ingesting content from multiple source types simultaneously — website URLs (with automatic crawling of subpages), PDF documents, plain text, DOCX files, and structured Q&A pairs. You can combine all of these into a single agent's knowledge base, and retrain at any time as your content changes.

Chat Widget Embedding

Deploy your agent to any website with a single line of HTML. The widget is fully customizable — colors, position, welcome messages, avatar, and branding all match your site. It works on any platform: WordPress, Shopify, Webflow, Wix, custom-built sites, or single-page applications.

REST API

For teams building custom experiences, the Chatsby API gives you full programmatic control. Send messages, manage conversations, create and update agents, and retrieve analytics data. Build your own chat interface, integrate into a mobile app, or connect to internal tools.

Analytics Dashboard

Every conversation is logged and analyzed. The dashboard shows you total conversations, resolution rates, popular questions, unanswered queries, and user satisfaction signals. Use this data to identify knowledge gaps in your training data and continuously improve your agent's accuracy.

Team Collaboration

Invite team members with role-based access. Admins manage billing and settings. Editors update training data and agent configuration. Viewers monitor analytics and conversation logs. Built for organizations where multiple people contribute to the support experience.

Integrations

Connect your agent to the tools your team already uses. Chatsby integrates with Slack (receive notifications and respond from channels), WhatsApp (deploy your agent on WhatsApp Business), Zapier (trigger workflows from conversations), HubSpot (sync leads and contacts), and Zendesk (escalate tickets automatically). See the full list in the Integrations Overview.

Lead Capture and Human Escalation

Configure your agent to collect visitor information — name, email, company — before or during a conversation. When the AI cannot resolve an issue, it hands off to a human agent with the full conversation context preserved. No information is lost in the transition.

How It Works: Architecture Overview

Understanding the data flow helps you get the most out of the platform:

1. Sources — You provide your business content (websites, documents, text, Q&A pairs). Chatsby processes, chunks, and embeds this content into a vector store optimized for semantic search.
2. Training — The platform indexes your content so the AI model can retrieve the most relevant passages for any given question. This is retrieval-augmented generation (RAG), not fine-tuning — your data is never used to train the underlying model.
3. Agent — When a user asks a question, the agent searches your indexed content, retrieves the most relevant context, and generates a grounded response using a large language model. The system prompt you configure controls tone, behavior, and guardrails.
4. Deployment — Your agent is accessible via the embeddable widget, a shareable link, or the REST API. All three methods connect to the same agent and knowledge base.
5. Analytics — Every interaction is recorded. You can review conversations, track metrics, and identify areas where your agent needs more training data.

Getting Started in 3 Steps

Use Cases

Chatsby is used across industries. The table below shows common deployments with realistic outcomes:

Quick Integration Examples

Widget Embed (HTML)

Add this script before the closing </body> tag on any page where you want the chat widget to appear:

<script
  src="https://chatsby.co/widget.js"
  data-bot-id="YOUR_BOT_ID"
  defer
></script>

API Usage (JavaScript)

Send a message to your agent and receive a response programmatically:

const response = await fetch('https://api.chatsby.co/v1/agents/YOUR_BOT_ID/chat', {
  method: 'POST',
  headers: {
    'Content-Type': 'application/json',
    'Authorization': 'Bearer YOUR_API_KEY'
  },
  body: JSON.stringify({
    message: 'What is your return policy?',
    conversationId: 'optional-existing-conversation-id'
  })
});
 
const data = await response.json();
console.log(data.message);       // The agent's response text
console.log(data.conversationId); // Use this to continue the conversation
console.log(data.sources);        // Source documents the agent referenced

API Usage (cURL)

curl -X POST https://api.chatsby.co/v1/agents/YOUR_BOT_ID/chat \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d '{"message": "How do I reset my password?"}'

For full API documentation, see the Developer API Reference.

Platform Limits

Every Chatsby plan includes generous limits. Here is what to expect:

What to Read Next

Your next step depends on your role and what you need to accomplish:

If you are a business user or team lead:

• Your First Agent — Step-by-step walkthrough to create, train, and deploy your first agent
• Sources — Deep dive into training data types and best practices
• Analytics — Understanding your agent's performance metrics
• Team Management — Inviting team members and managing roles

If you are a developer:

• Developer Introduction — API overview and architecture
• Authentication — API keys and security
• Core Concepts — Agents, conversations, sources, and messages
• API Reference — Complete endpoint documentation

If you need integrations:

• Integrations Overview — All available integrations at a glance
• Slack — Receive and respond to conversations in Slack
• WhatsApp — Deploy your agent on WhatsApp Business
• Zapier — Connect Chatsby to 5,000+ apps
• Shopify, WordPress, Webflow — Platform-specific embed guides

If you have questions:

• General FAQ — Common questions and answers
• Security FAQ — Data handling, privacy, and compliance
• Billing FAQ — Plans, pricing, and usage