ChatSOP docs
Build, train, and ship your AI support agent.
Use this documentation to set up ChatSOP from the first account through production widget installation. It covers onboarding, integrations, chatbot training, conversations, analytics, billing, and team access.
Grounded AI answers
Responses are based on your crawled pages, uploaded files, and prompt rules.
Multi-chatbot workspace
Separate bots by brand, product, site, client, or department.
Embeddable widget
Install the same support agent across common website platforms with a script tag.
Human handoff
Escalate conversations when customers need a person.
First setup
Get Started
ChatSOP turns your website pages, uploaded documents, and approved instructions into a trained AI support agent that you can install on your site.
Create your ChatSOP account and open the dashboard.
Choose a billing plan or start the configured free trial.
Create your first chatbot for a brand, product, website, or department.
Train it with website URLs, PDFs, files, and custom prompt instructions.
Copy the widget script from Site URL and Embed, then paste it into your website.
Embed guide
Install The Widget
The ChatSOP widget is installed with a script tag. The same trained chatbot can be embedded on HTML sites, WordPress, Shopify, Next.js, React apps, docs sites, and marketing pages.
Open Dashboard > Site URL.
Confirm the website domain where the widget will be used.
Copy the generated script snippet.
Paste the snippet before the closing body tag or into your platform custom-code area.
Publish your site and test the chat bubble from a live page.
Workspace control
Create And Manage Chatbots
Use chatbots when you need separate support agents for different stores, products, teams, client sites, or departments.
Go to Dashboard > Chatbots.
Create a chatbot with a clear name so your team can identify it.
Use the chatbot selector in the dashboard header to switch active context.
Train each chatbot only with the knowledge it should use.
Review plan limits before adding multiple production chatbots.
Pages and files
Train Knowledge
The knowledge base is where ChatSOP learns your support facts. It can crawl website pages, store uploaded PDFs or documents, and use your prompt rules while answering customers.
Use Scanned Pages to add website or help-center URLs.
Use PDF Uploads for policies, SOPs, playbooks, product guides, and support scripts.
Use Prompt to define tone, fallback rules, escalation behavior, and company-specific instructions.
Refresh training after pricing, policies, shipping rules, or product details change.
Keep documents focused and current so retrieved answers stay accurate.
Support inbox
Handle Customer Chats
Conversations show customer messages, AI replies, and human takeover signals so your support team can step in when needed.
Open Dashboard > Conversations to view recent chats.
Check whether a conversation was handled by AI or needs a person.
Use human support when a customer asks for an agent or the answer needs judgment.
Review repeated questions to identify missing knowledge-base content.
Use feedback patterns to improve prompts and training documents.
Branding
Customize The Experience
Customization controls make the widget feel native to your website, from colors and button placement to welcome copy and feedback behavior.
Open Dashboard > Customization.
Set brand colors, launcher position, size, labels, and welcome messages.
Configure feedback controls and message copy for your audience.
Preview the widget before publishing changes.
Keep language short and direct so customers understand how to start.
Reusable answers
Add Approved Responses
Custom messages help your chatbot answer common questions with approved language for policies, offers, handoff instructions, and edge cases.
Open Dashboard > Custom Messages.
Add concise responses for frequent support topics.
Use customer-friendly wording that matches your brand.
Update messages when policies or operational details change.
Pair custom messages with knowledge-base documents for stronger answers.
Performance
Read Analytics
Analytics show how support automation is performing, including message volume, AI-handled conversations, human requests, and feedback signals.
Open Dashboard > Analytics.
Track total chats, AI responses, human-handled conversations, likes, and dislikes.
Use disliked answers to find content gaps.
Watch human takeover volume to decide when to improve prompts or staffing.
Review trends after major product, pricing, or policy changes.
Access
Plans And Billing
Accounts can be created before payment, but production features unlock after a plan or active trial is confirmed. Billing is handled through the configured Paddle checkout flow.
Open Dashboard > Billing.
Choose monthly or yearly pricing.
Select Starter, Growth, Scale, or contact sales for Enterprise.
Add available add-ons only after a base plan is active.
Use the Terms, Privacy, and Refund links on the billing page for policy details.
Permissions
Invite Team Members
Team access lets admins invite agents and control which dashboard areas they can manage.
Open Dashboard > Settings.
Invite team members with the correct email address.
Assign feature permissions based on what each person should manage.
Ask new members to change their temporary password after first login.
Review permissions whenever responsibilities change.
Keep Your Agent Current
Update training whenever your website, pricing, policies, product docs, or support scripts change. The best ChatSOP deployments treat documentation as a living support system, not a one-time setup task.