# Chat Thing Canonical Origin: https://chatthing.ai ## LLM Resources - [Full Content](https://chatthing.ai/llms-full.txt) Complete page content in markdown format. ## Pages ### Account and billing Source: https://chatthing.ai/docs/account Description: Compare plans, manage billing, understand message and storage tokens, buy add-ons, manage your team and roles, and learn how your data is handled. h1. Account and billing Everything about your Chat Thing account: what each plan includes, how billing and tokens work, what happens when you reach a limit, how to add teammates and control what they can do, how to sign in and recover your account, and how Chat Thing looks after your data. h2. Most common tasks - [Compare plans](https://chatthing.ai/docs/account/plans) - [Change or cancel your plan](https://chatthing.ai/docs/account/billing#change-your-plan) - [Find out what happens when you run out of message tokens](https://chatthing.ai/docs/account/message-tokens#what-happens-when-you-run-out) - [Buy more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons) - [Invite a teammate](https://chatthing.ai/docs/account/teams#invite-a-team-member) - [Reset your password or resend the confirmation email](https://chatthing.ai/docs/account/sign-in-and-account) - [See where your data is stored and who processes it](https://chatthing.ai/docs/account/security-and-data) h2. In this section - [Compare plans](https://chatthing.ai/docs/account/plans): What each Chat Thing plan costs and includes - monthly and yearly prices, bots, data sources, tokens, channels, power-ups and team members. - [Manage billing and your plan](https://chatthing.ai/docs/account/billing): How Chat Thing billing works - subscribe, change or cancel your plan, find invoices, and what happens to your bots and data when you downgrade. - [Message tokens and what happens when you run out](https://chatthing.ai/docs/account/message-tokens): What message tokens are, how each message is counted, how model multipliers work, when tokens reset, and what happens when your team runs out. - [Storage tokens and how syncing uses them](https://chatthing.ai/docs/account/storage-tokens): What storage tokens are, when syncing and re-syncing use them, what happens when you reach your monthly limit, and how to use fewer. - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. - [Voice minutes and phone numbers](https://chatthing.ai/docs/account/voice-minutes): How voice billing works - monthly packs of call minutes shared by your team, phone number rental, how minutes are counted and what happens when they run out. - [Manage your team and roles](https://chatthing.ai/docs/account/teams): Create a team, invite members, choose the right role (Owner, Admin, Responder or Viewer), remove people, and move bots between teams. - [Sign in and manage your account](https://chatthing.ai/docs/account/sign-in-and-account): Sign up, confirm your email, reset a forgotten password, change your email address, manage email preferences and delete your Chat Thing account. - [Security and data handling](https://chatthing.ai/docs/account/security-and-data): Where Chat Thing stores your data, which AI providers process it, whether it's used for training, how access and deletion work, GDPR, DPA and SOC 2. --- ### Prompt library Source: https://chatthing.ai/docs/bot-settings/prompt-library Description: Copy-paste starting prompts for support, sales, bookings, onboarding, internal helpdesks and more, plus building blocks to add to any prompt. h1. Prompt library Starting prompts for the most common kinds of Chat Thing bot. Each one is written for how Chat Thing works: your knowledge is added to every message automatically, visitor details arrive with each message when you have them, and power-ups are referred to by the name on their card. h2. How to use these prompts 1. Pick the prompt closest to what your bot does. 2. Copy it and replace everything in square brackets, such as Company or support email. Delete lines that don't apply. 3. If the prompt mentions a power-up, add that power-up to your bot, and make sure the name in the prompt matches the **Power-up name** on its card. A prompt that names a power-up the bot doesn't have can make it claim it did something it didn't. 4. Paste the result into **Prompt** on your bot's **General settings** tab and click **Update bot**. 5. Test it with real questions: the common ones, an off-topic one, one your knowledge doesn't cover and a request for a person. To understand why each rule is there, or to write your own from scratch, see [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions). Prefer to be interviewed? Our free [chatbot system prompt generator](https://chatthing.ai/tools/support-bot-prompt-generator) asks about your business and writes a prompt for you. Power-ups need a paid plan. The prompts still work without them if you remove the power-up lines. h2. Customer support **Use it when** your bot answers questions from your help centre, docs or policies, and passes anything it can't solve to your team. ```text You are the support assistant for [Company], [one line on what the company does]. You help customers with [orders, accounts, billing, using the product]. How to answer: - Answer only from the information provided to you. If it doesn't cover the question, say you don't have that information. Never guess prices, dates, policies or features. - Keep answers to 2-3 sentences. Use numbered steps for instructions. - Link to the relevant help article when there is one. - If a question is unclear, ask one short clarifying question. Handing over: - Offer to pass the conversation to the team when you can't answer, when the customer asks for a person, or when they are upset. - Always offer a handoff for payments, complaints and damaged or missing orders. Don't try to resolve these yourself. - Use Talk to a human to hand over. If you already know their email from their details, confirm it rather than asking again. - Our team replies within [response time], [hours]. Never promise refunds, compensation or delivery dates. ``` **Customise:** Company, what you help with, your response time and hours. Add any topics that should always go to a person. **Power-ups:** [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human). Full walkthrough: [Customer support](https://chatthing.ai/docs/use-cases/customer-support). h2. Sales and lead capture **Use it when** your bot answers pre-sales questions and gathers details from people who are interested, then sends them to your sales team. ```text You are the sales assistant for [Company], which sells [product or service] to [type of customer]. Your goal is to help visitors decide if [Company] is right for them, and to connect interested visitors with our team. How to answer: - Answer questions about features, plans and how [Company] works, using only the information provided. If a price or feature isn't in it, say you'll check with the team. Never invent prices, discounts or features. - Keep answers short and friendly. End with a question that moves the conversation forward when it's natural, not after every message. Capturing leads: - When a visitor shows buying interest (asks about pricing for their team, a trial, a quote, a demo or a contract), offer to put them in touch. - Ask for their name, work email, company and what they need, one question at a time. Skip anything you already know from their details. - Then use Send an email to send these details to the sales team, with the subject "New lead: [their company]". Tell the visitor someone will reply within [response time]. - Never pressure anyone or ask for details they don't want to give. ``` **Customise:** Company, what you sell and to whom, response time. Change what counts as buying interest for your business. **Power-ups:** [Send email](https://chatthing.ai/docs/power-ups/send-email) (default name "Send an email"). To save leads to a database instead, use [Notion](https://chatthing.ai/docs/power-ups/notion) and change the last rule. Full walkthrough: [Sales and lead capture](https://chatthing.ai/docs/use-cases/sales-and-lead-capture). h2. Bookings and appointments **Use it when** visitors should be able to book a call, demo or appointment in the chat. ```text You are the assistant for [Company]. You answer questions about [services] and help visitors book [a demo / a consultation / an appointment]. Booking: - Offer a booking when someone wants a demo, a call, an appointment, or asks when we're available. Don't push a booking on people who only want a quick answer. - Use Book a meeting to show the available times. Never list times yourself or say a meeting is booked until Book a meeting confirms it. - Use today's date and the visitor's time zone to understand "tomorrow" or "next Tuesday". - If no time suits them, offer to pass their request to the team with Talk to a human. Other questions: - Answer questions about [services, prices, location] from the information provided only. Keep answers to 2-3 sentences. - For cancellations and changes, point to the links in their confirmation email. ``` **Customise:** Company, what can be booked, and the cancellation rule. With Cal.com the bot can also cancel a booking when asked, so you can change the last line. **Power-ups:** [Book meetings with Cal.com](https://chatthing.ai/docs/power-ups/book-meetings-cal-com) or [Book meetings with Calendly](https://chatthing.ai/docs/power-ups/book-meetings-calendly) (both named "Book a meeting" by default), and optionally [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human). Full walkthrough: [Bookings and appointments](https://chatthing.ai/docs/use-cases/bookings-and-appointments). h2. Product questions **Use it when** shoppers ask about products, sizes, compatibility, stock or delivery, and your catalogue is in your website or a data source. ```text You are the shopping assistant for [Shop], an online shop selling [products]. How to answer: - Help shoppers find the right product and answer questions about sizes, materials, compatibility, delivery and returns. - Use only the product information provided. If a detail isn't there, say you don't know rather than guessing. Never invent prices, stock levels, discounts or delivery dates. - When you recommend a product, give its name, price and a link to its page. Recommend at most 3 products at a time. - If the shopper's needs are unclear, ask one question (budget, size or what they'll use it for) before recommending. Orders and stock: - To check stock or an order, use [Check order status]. Ask for the order number first. - For returns, explain the policy and link to [returns page]. ``` **Customise:** Shop, products, returns page. Replace Check order status with the name of your API power-up, or delete those lines if you don't have one. **Power-ups:** optionally [Call your API](https://chatthing.ai/docs/power-ups/call-your-api) for live stock or order status. For many short product rows, see [Retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). Full walkthrough: [Product questions](https://chatthing.ai/docs/use-cases/product-questions). h2. Onboarding and success **Use it when** the bot sits inside your product and helps signed-in customers set up, learn features and get value. ```text You are the in-app guide for [Product]. You help customers set up [Product] and get the most from it. How to help: - Answer from the help content provided. Give step-by-step instructions with the exact names of buttons and menus. - Keep each answer focused on one task. Offer the next step at the end, such as "Want me to show you how to invite your team next?" - If you know the customer's name, use their first name. - Use the page and account details you're given (such as their plan or the page they're on) to tailor the answer. If a feature isn't on their plan, say which plan includes it, once, without pushing. When to hand over: - If something looks broken, or they ask about billing, contracts or cancelling, offer to pass them to the team with Talk to a human. - Don't guess about bugs or outages. ``` **Customise:** Product, and the topics your customer success team wants to handle themselves. **Setup:** tell the bot who the user is with [`identifyUser`](https://chatthing.ai/docs/developers/javascript-sdk#identify-the-user) and send their plan or current page as [page context](https://chatthing.ai/docs/developers/javascript-sdk#give-the-bot-page-context). **Power-ups:** [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human). Full walkthrough: [Onboarding and success](https://chatthing.ai/docs/use-cases/onboarding-and-success). h2. Internal helpdesk **Use it when** staff ask about IT, HR policies, processes or tools, and the answers are in your internal docs. ```text You are [Company]'s internal helpdesk assistant. You help staff with IT, HR policies, expenses, tools and how we work. How to answer: - Answer only from the internal documents provided. If they don't cover the question, say so and tell the person who to contact (see below). - Be brief and practical. Link to the source document when you can. - Where a policy differs by country or team, ask which applies before answering. Sensitive topics: - For anything about a specific person's pay, performance, health or a complaint, don't answer. Point them to [HR contact] and say it's confidential. - Never ask for or repeat passwords or personal data. Who to contact: - IT problems: [IT contact or channel] - HR questions: [HR contact] - Anything else: [general contact] ``` **Customise:** Company and the contacts. To raise a ticket automatically, add a power-up and a rule such as "If the person needs IT to act, use Create ticket with a short summary." **Power-ups:** none required. Optionally [Call your API](https://chatthing.ai/docs/power-ups/call-your-api) for your ticket system, or [Send email](https://chatthing.ai/docs/power-ups/send-email). Full walkthrough: [Internal helpdesk](https://chatthing.ai/docs/use-cases/internal-helpdesk). h2. Multilingual support **Use it when** your customers write in several languages and your knowledge is mostly in one. ```text You are the support assistant for [Company]. Language: - Always reply in the language the customer writes in. If they switch language, switch with them. - The information provided is in [English]. Translate answers naturally; don't mention that the source is in another language. - Keep product names, plan names and button labels exactly as they are written in the information provided, so customers can find them. - If you can't tell which language they're using, reply in [English]. How to answer: - Answer only from the information provided. Never guess prices or policies. - Keep answers to 2-3 sentences. - If you can't help, offer to pass the conversation to the team with Talk to a human, and mention that the team replies in [team languages]. ``` **Customise:** the language of your knowledge, the fallback language and team languages. **Power-ups:** [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human). To translate the widget itself, see [Languages](https://chatthing.ai/docs/channels/website/languages). Full walkthrough: [Multilingual support](https://chatthing.ai/docs/use-cases/multilingual-support). h2. Community bots **Use it when** the bot answers questions in your Slack or Discord community. ```text You are [Bot name], the helper bot in the [Community] community for [product or topic]. How to answer: - Answer questions about [product or topic] from the information provided. If it's not covered, say so and suggest asking in [help channel], where the team and community can help. - Keep replies short: a few sentences, or a short list for steps. Link to the docs page when there is one. - Be friendly and informal, like a helpful member of the community. Community rules: - Stay out of debates and off-topic chat. Only reply to questions about [product or topic]. - Don't speak for the team on roadmaps, release dates or pricing changes. Say you don't know and point to [announcements channel]. - Don't moderate or judge other members. If someone reports a problem with another member, ask them to contact [moderators]. ``` **Customise:** Bot name, Community, the channel names and who moderates. Chat Thing already tells the bot it's in Slack or Discord and to keep formatting simple. **Power-ups:** none required. Optionally [Slack](https://chatthing.ai/docs/power-ups/slack) or [Discord](https://chatthing.ai/docs/power-ups/discord) power-ups to read channel history. Full walkthrough: [Community bots](https://chatthing.ai/docs/use-cases/community-bots). h2. AI receptionist **Use it when** the bot is the first point of contact for a local business: it answers the basics, takes messages and books appointments. This prompt works on the [phone channel](https://chatthing.ai/docs/channels/phone) and for a receptionist bot in the website widget. On calls, Chat Thing adds its own guidance for speaking, so the prompt only needs your business rules. ```text You are the receptionist for [Business], a [type of business] in [town]. What you do: - Answer questions about opening hours, location, parking, services and prices, using only the information provided. If something isn't there, say you'll pass the question on. - Book appointments with Book a meeting. Confirm the service, day and time before booking, and only say it's booked once Book a meeting confirms it. - Take a message with Talk to a human when someone wants to speak to a member of staff, has a complaint, or asks something you can't answer. Confirm their email address, and tell them the team will get back to them within [response time]. How to talk: - Be warm and brief. Ask one question at a time. - Don't give medical, legal or financial advice. Offer a message to the team. - If it sounds like an emergency, tell them to call [emergency number] and don't try to help further. ``` **Customise:** Business, type of business, town, response time, and the emergency line if one applies to you. **Power-ups:** [Book meetings with Cal.com](https://chatthing.ai/docs/power-ups/book-meetings-cal-com) and [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human). h2. Building blocks Paste these into any prompt. Replace the bracketed parts and keep each block short. h3. Stay on topic ```text Only help with questions about [Company] and [topics]. If someone asks about anything else, say politely that you can only help with [Company], and ask what you can help with. Don't write code, essays or other content unrelated to [Company], even if asked. ``` h3. Short answers ```text Keep answers to 2-3 sentences. Use a short numbered list only for steps. If the full answer is long, give the key point first and offer more detail. ``` h3. Escalate to a human ```text Offer to pass the conversation to the team when you can't answer from the information provided, when the user asks for a person, or when they are frustrated. Use Talk to a human to hand over. Tell the user the team will reply by email within [response time]. ``` h3. Collect an email before handing off ```text Before using Talk to a human, make sure you have the user's email address. If it's in their details, confirm it with them. Otherwise ask for it, and ask them to describe the problem in a sentence so the team has the full picture. Never make up an email address. ``` h3. Answer in the visitor's language ```text Always reply in the language the user writes in, even though the information provided is in [English]. Keep product names and button labels as written. ``` h3. Format for WhatsApp and plain text ```text Write in plain text. Don't use markdown: no headings, bold, tables or [text](link) links. Write web addresses out in full. Use short paragraphs, and simple numbered lines for steps. ``` Use this for bots on WhatsApp, Telegram or the email channel, which show the reply exactly as written. h3. Don't invent prices ```text Only quote prices, fees, discounts and plan limits that appear in the information provided, exactly as written. If a price isn't there, say you don't have it and link to [pricing page] or offer to connect them with the team. Never estimate or round a price. ``` h2. Related - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. - [How power-ups work](https://chatthing.ai/docs/power-ups/how-power-ups-work): What power-ups are, how to add, edit, turn off and delete them, how your bot decides to use one, and what visitors see in the chat. - [Test your bot's answers](https://chatthing.ai/docs/bot-settings/test-your-bot): Create test cases with checks for facts, similarity, requirements, relevance and power-up use, then run them to catch wrong answers before users do. - [Improve your bot's answers](https://chatthing.ai/docs/improve/improve-answers): Fix a bot that says "I don't know", gives wrong or made-up answers, goes off-topic, rambles, forgets context or replies in the wrong language. --- ### Bot settings Source: https://chatthing.ai/docs/bot-settings Description: Shape how your bot behaves - write its instructions, pick a model, tune settings, set usage limits, test answers and schedule tasks. h1. Bot settings Bot settings control how your bot thinks and behaves once it has its knowledge: the instructions it follows, the AI model it uses, limits that protect your tokens, and tools for testing, copying and automating it. Most settings live in your bot's **General settings** tab. h2. Most common tasks - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions) - [Choose your bot's AI model](https://chatthing.ai/docs/bot-settings/models) - [Limit how many tokens your bot can use](https://chatthing.ai/docs/bot-settings/usage-limits) - [Look up what a setting does](https://chatthing.ai/docs/bot-settings/settings-reference) h2. In this section - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. - [Prompt library](https://chatthing.ai/docs/bot-settings/prompt-library): Copy-paste starting prompts for support, sales, bookings, onboarding, internal helpdesks and more, plus building blocks to add to any prompt. - [Choose your bot's AI model](https://chatthing.ai/docs/bot-settings/models): See which AI models your bot can use, what each supports, how model choice affects message token use, and how to change it. - [Bot settings reference](https://chatthing.ai/docs/bot-settings/settings-reference): Every setting on your bot's General settings tab - what it does, its default and range, and which plans include it. - [Limit how many tokens your bot can use](https://chatthing.ai/docs/bot-settings/usage-limits): Cap a bot's daily message token use, get an email before it hits the cap, limit message length, and see what people see when a limit is reached. - [Test your bot's answers](https://chatthing.ai/docs/bot-settings/test-your-bot): Create test cases with checks for facts, similarity, requirements, relevance and power-up use, then run them to catch wrong answers before users do. - [Duplicate a bot](https://chatthing.ai/docs/bot-settings/duplicate-a-bot): Make a copy of a bot with its settings, and choose whether to include its data sources, channels, tasks, power-ups, webhooks and test cases. - [Schedule tasks for your bot](https://chatthing.ai/docs/bot-settings/scheduled-tasks): Have your bot carry out a task on a schedule, such as a weekly summary or a daily check, using its knowledge and power-ups. --- ### Schedule tasks for your bot Source: https://chatthing.ai/docs/bot-settings/scheduled-tasks Description: Have your bot carry out a task on a schedule, such as a weekly summary or a daily check, using its knowledge and power-ups. h1. Schedule tasks for your bot **Available on:** Standard, Pro, Enterprise plans. A task is an instruction your bot carries out on a schedule without anyone chatting to it. Each time a task runs, it starts a new conversation and sends the task's goal to the bot as the first message. The bot then works through it using its knowledge and [power-ups](https://chatthing.ai/docs/power-ups/how-power-ups-work), for example to look something up, post to Slack or send an email. Some examples: - "Every Monday at 8am, check our website's pricing page and email me a summary of anything that looks out of date." - "Every weekday at 9am, post a reminder to the #support Slack channel listing today's public holidays in our office countries." - "On the first of each month, read the latest posts on our blog and send the team a short digest." > **Plan requirement** > > Tasks are available on the Standard plan and above. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). | Plan | Tasks per bot | Task runs per bot per month | | --- | --- | --- | | Standard | 1 | 60 | | Pro | 3 | 180 | | Enterprise | 5 | 600 | h2. Before you start Set the bot up first: its [instructions](https://chatthing.ai/docs/bot-settings/instructions), data sources and any power-ups the task needs. A task can only do what the bot's power-ups allow, so a task that posts to Slack needs the [Slack power-up](https://chatthing.ai/docs/power-ups/slack). h2. Steps 1. Open your bot and go to the **Tasks** tab. 2. Click **New Task**. ![The bot's Tasks tab with no tasks yet, pointing to the New Task button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1736455799/new_task_button_e750a1ec2c.webp) 3. In **Task name**, enter a name you'll recognise in the list of runs. 4. In **Task goal**, write detailed instructions for what the bot should do (see [write a good task goal](https://chatthing.ai/docs/bot-settings/scheduled-tasks#write-a-good-task-goal)). 5. In **Task schedule**, describe how often it should run in plain English, such as "Every weekday at 9am", "Once a day" or "Every two weeks". Include your time zone if the time matters. 6. Check the **Cron expression** that's generated from your schedule. It's read-only; if it doesn't match what you meant, reword the schedule. 7. Click **Create task**. Make sure the task's toggle is on in the list. The toggle only controls the schedule: turn it off to pause the task without deleting it. ![The Create a new task form with Task name, Task goal, Task schedule and the read-only Cron expression field](https://res.cloudinary.com/djyjvrw5u/image/upload/v1736456358/the_tasks_settings_screen_38704a7272.webp) A task can't run more often than every 10 minutes. h2. Write a good task goal - **Write it as steps.** Numbered steps are easier for the bot to follow than one long paragraph. - **Say which power-ups to use** and where results should go, such as the Slack channel or email address. - **Describe the output format**, such as "a bulleted list with a one-line summary per item". - **Tell it not to reply in the chat first** if the result should only be posted elsewhere. - **Keep it under your bot's maximum message length** (6,000 characters by default; see [usage limits](https://chatthing.ai/docs/bot-settings/usage-limits)), because the goal is sent as a message. This example needs your blog as a [data source](https://chatthing.ai/docs/knowledge/manage-data-sources) and the [Send email](https://chatthing.ai/docs/power-ups/send-email) power-up: ```text Your goal is to send the team a weekly digest of new blog posts. Steps: 1. Find the posts published on our blog in the last 7 days. 2. For each post, write one sentence summarising it and include its link. 3. Send the digest by email to team@example.com with the subject "This week on the blog". If there are no new posts, send a one-line email saying so. Don't reply here first; just send the email. ``` Complex tasks often need a few test runs to get right. A more capable [model](https://chatthing.ai/docs/bot-settings/models) can help with long, multi-step goals. h2. Run a task now To test a task without waiting for its schedule: 1. On the **Tasks** tab, open the task's menu. 2. Click **Run**. ![A task's menu on the Tasks tab open to show Settings, Run and Delete](https://res.cloudinary.com/djyjvrw5u/image/upload/v1736457637/running_a_task_manually_bbf5d1fd59.webp) **Run** works whether the task's toggle is on or off, so you can test a paused task before switching its schedule on. Manual runs count towards your monthly task runs. h2. Check it works On the **Tasks** tab, **Task runs** lists every run with its task, status and start time. Click **View task run** to see the conversation. Task runs are ordinary conversations, so they use message tokens like any other chat. ![A task run open in a window, showing the task goal and the bot working through it with power-ups](https://res.cloudinary.com/djyjvrw5u/image/upload/v1736457791/a_bot_task_run_in_progress_ad09600453.webp) h2. Troubleshooting h3. "Tasks are only available on the Standard plan and above" Your plan doesn't include tasks. Upgrade to Standard or above. h3. "Task limit reached. Please upgrade plan to add new tasks." The bot already has as many tasks as your plan allows. Delete or reuse a task, or upgrade. h3. A run failed with "Task run limit reached for this month" The bot has used its task runs for the month. The bot's owner is emailed when a run fails. Runs are available again next month, or you can upgrade. h3. The task ran at the wrong time The schedule is converted into a cron expression. Check the **Cron expression** on the task and reword the **Task schedule**, including your time zone. h2. Related - [How power-ups work](https://chatthing.ai/docs/power-ups/how-power-ups-work): What power-ups are, how to add, edit, turn off and delete them, how your bot decides to use one, and what visitors see in the chat. - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. - [Review customer conversations](https://chatthing.ai/docs/manage/conversations): Find, filter and read every conversation your bots have with customers, see AI summaries and user details, and share or download transcripts. --- ### Security and data handling Source: https://chatthing.ai/docs/account/security-and-data Description: Where Chat Thing stores your data, which AI providers process it, whether it's used for training, how access and deletion work, GDPR, DPA and SOC 2. h1. Security and data handling This page answers the questions security reviewers and customers ask most often about Chat Thing. The legal detail is in our [Privacy Policy](https://chatthing.ai/legal/privacy), [Data Processing Agreement](https://chatthing.ai/legal/dpa), [GDPR page](https://chatthing.ai/legal/gdpr) and [sub-processor list](https://chatthing.ai/legal/sub-processors). If this page and those documents ever differ, the legal documents apply. h2. Summary | Question | Answer | | --- | --- | | Who runs Chat Thing? | Chat Thing Ltd, a company registered in England and Wales and registered with the UK Information Commissioner's Office (ICO) | | Where is data stored? | In the United States: database, file storage and sign-in on Supabase, application servers on Railway | | Which AI providers process chat data? | OpenRouter, which routes each request to the provider of the model your bot uses (for example OpenAI, Anthropic or Google). Speech features use OpenAI directly | | Is my data used to train AI models? | Chat Thing never uses your data to train AI models | | Is there a DPA? | Yes. See the [Data Processing Agreement](https://chatthing.ai/legal/dpa) | | Is Chat Thing SOC 2 certified? | No | | Can I delete my data? | Yes, from the dashboard. Deleting bots, data sources, conversations or your account removes the data | h2. Where your data is stored Chat Thing stores your account, bots, knowledge and conversations in the United States: - **Supabase** hosts the database, file storage and sign-in. The searchable index of your knowledge (the embeddings created when you sync) is stored in the same database. Files you upload to data sources are kept in private storage. - **Railway** runs the application servers and background jobs. - **Cloudflare** provides content delivery, DNS, DDoS protection and SSL certificates. The full list of sub-processors, what each does and where it processes data, is on the [sub-processor list](https://chatthing.ai/legal/sub-processors). h2. Which AI providers process your data When someone chats with your bot, the message, your bot's instructions, relevant content from your knowledge and the conversation so far are sent to an AI model to write the reply. - **Chat replies** go through **OpenRouter**, which sends each request to a provider serving the [model you choose](https://chatthing.ai/docs/bot-settings/models) for that bot, such as OpenAI, Anthropic or Google. - **Knowledge indexing and search** use an OpenAI embedding model, also through OpenRouter. - **Speech features** (speech-to-text and text-to-speech in the web chat) send audio and reply text to **OpenAI** directly, and only when a bot has them turned on. - **Showing sources:** when a bot has **Include sources for responses** turned on, each answer in the web chat, a streamed API reply or MCP is checked against the knowledge it was given, so only the sources it used are shown. The customer's message, the answer, the retrieved knowledge and any power-up results go to **Jev**, a model from TypeSafe, through OpenRouter on Chat Thing's account (even if you use your own key). Other channels and bots with sources turned off don't use it. - **Your own OpenAI key (Enterprise):** if you add one, requests made with it go directly to OpenAI under your own OpenAI account. Each provider handles data under its own terms, linked from the [sub-processor list](https://chatthing.ai/legal/sub-processors). h2. Training on your data Chat Thing never uses your data to train AI models. This is stated in our [Privacy Policy](https://chatthing.ai/legal/privacy). h2. Encryption All traffic to Chat Thing's app and website is served over HTTPS, and browsers are told to use HTTPS only. Communication with Chat Thing is encrypted in transit. h2. Access control - **Team roles.** Each team member has a role (Owner, Admin, Responder or Viewer) that limits what they can see and change. Only the owner can manage billing. See [Teams and roles](https://chatthing.ai/docs/account/teams#roles). - **Separate teams.** Bots, conversations and usage belong to one team. Members of one team can't see another team's data. - **Widget access.** You can password-protect a bot. See [Website access and security](https://chatthing.ai/docs/channels/website/access-and-security). - **API.** The Chat API uses a secret key for each bot's API channel. See [API overview](https://chatthing.ai/docs/developers/api-overview). - **AI assistants (MCP).** Connections use OAuth sign-in or a personal key that you can revoke, and are limited by your team role. See [MCP authentication](https://chatthing.ai/docs/mcp/authentication). h2. Data retention and deletion Chat Thing keeps your data for as long as your account exists. There's no automatic time limit on conversations; you decide what to delete. | What you delete | What's removed | | --- | --- | | A conversation | The conversation, its messages and any files uploaded in it | | A data source | Its content, its searchable index and any uploaded files | | A bot | The bot and everything in it: conversations, data sources and their index, channels, power-ups, webhooks and tests | | A team | Its bots and all their data. Its subscription is cancelled | | Your account | Your personal team and any team where you're the only member, with all their data, then your login. See [Delete your account](https://chatthing.ai/docs/account/sign-in-and-account#delete-your-account) | Deletion is permanent. Our [Privacy Policy](https://chatthing.ai/legal/privacy) explains how we handle your personal information after account deletion, and the legal and financial records we're required to keep. You can export conversations as CSV from the [Conversations](https://chatthing.ai/docs/manage/conversations#download-conversations) page. h2. GDPR and data processing - For the conversations your bots have, you're the **data controller** and Chat Thing is the **data processor**. You're responsible for the data your bots collect from your customers. - Chat Thing's [Data Processing Agreement](https://chatthing.ai/legal/dpa) covers our processing on your behalf. For a signed copy, email [support@chatthing.ai](mailto:support@chatthing.ai). - Data is stored in the US. Our [GDPR page](https://chatthing.ai/legal/gdpr) and [Privacy Policy](https://chatthing.ai/legal/privacy) explain how transfers outside the UK and EU are protected. - To exercise data protection rights or ask a privacy question, see the contact details in the [Privacy Policy](https://chatthing.ai/legal/privacy). h2. Frequently asked questions h3. Is Chat Thing SOC 2 certified? No. Chat Thing is not SOC 2 certified. For how we handle your data, see this page and our [Data Processing Agreement](https://chatthing.ai/legal/dpa). h3. Can I choose which country my data is stored in? No. Your bots, knowledge and conversations are stored in the United States. h3. Can I control which AI provider my bot uses? Each bot uses one model, and that model's provider handles its replies. On plans with model choice (Standard and above), pick a model from a provider you're comfortable with in your bot's [model settings](https://chatthing.ai/docs/bot-settings/models). h3. Can I use my own AI provider account? On the Enterprise plan, you can add your own OpenAI API key. It's used once your plan's included message tokens run out. See [Message tokens](https://chatthing.ai/docs/account/message-tokens#what-happens-when-you-run-out). h3. Who in my team can see conversations? Every member of your team can read your bots' customer conversations in [Conversations](https://chatthing.ai/docs/manage/conversations). What else they can see and change depends on their [role](https://chatthing.ai/docs/account/teams#roles). h2. Related - [Manage your team and roles](https://chatthing.ai/docs/account/teams): Create a team, invite members, choose the right role (Owner, Admin, Responder or Viewer), remove people, and move bots between teams. - [Sign in and manage your account](https://chatthing.ai/docs/account/sign-in-and-account): Sign up, confirm your email, reset a forgotten password, change your email address, manage email preferences and delete your Chat Thing account. - [Control who can use your web chat](https://chatthing.ai/docs/channels/website/access-and-security): Password-protect your bot, turn on spam protection, understand where the widget can be embedded and when to allow advanced SDK features. --- ### Duplicate a bot Source: https://chatthing.ai/docs/bot-settings/duplicate-a-bot Description: Make a copy of a bot with its settings, and choose whether to include its data sources, channels, tasks, power-ups, webhooks and test cases. h1. Duplicate a bot Copy an existing bot to try changes without affecting the live one, or to start a similar bot from a working setup. > **Before you start** > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). > > The copy counts towards your plan's bot limit, so you need space for one more bot. See [plans](https://chatthing.ai/docs/account/plans). h2. Steps 1. Go to **Bots**. 2. On the bot's row, click the three-dot menu and choose **Duplicate**. ![The three-dot menu on a bot's row in the bots list, with Chat, Overview, Settings and Duplicate options](https://res.cloudinary.com/djyjvrw5u/image/upload/v1756239613/bot_settings_option_82c2bd7383.png) 3. Choose what to copy. Everything is included by default: - **Include data sources?**: the bot's data sources, with their pages, files and entries. - **Include channels?**: its channels, such as the website widget. - **Include documents?**: the synced content of those data sources, so the copy can answer straight away. If you turn this off, sync the copy's data sources before using it. - **Include tasks?**: its scheduled tasks. - **Include power-ups?**: its power-ups. - **Include hooks?**: its webhooks. - **Include test cases?**: its test cases. 4. Click **Confirm**. Small bots copy in seconds; bots with a lot of content can take a few minutes. ![The duplicate confirmation window with toggles to include data sources, channels, documents, tasks, power-ups, hooks and test cases, and a Confirm button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1749757286/Xnapper_2025_06_12_20_40_46_34c271903b.png) 5. When you see **Success**, click **View** to open the new bot. ![The Success message after duplicating a bot, with Close and View buttons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1749821204/Xnapper_2025_06_13_14_26_06_12011c1d68.png) The new bot has the same settings as the original, and the same name followed by a short code in brackets, such as "Support bot (3f9a1c2e)". Rename it on its **General settings** tab. It starts with no conversations or usage history. h2. Check it works Open the new bot and check its **Data sources**, **Channels** and **Power-ups** tabs contain what you chose to copy. Send it a test message. h2. Troubleshooting h3. "Bot limit reached. Please upgrade plan to create new bots" Your team has as many bots as its plan allows. Delete a bot you no longer need, upgrade, or add an extra bot with [add-ons](https://chatthing.ai/docs/account/add-ons). h3. "Failed to duplicate bot" Try again. If it keeps failing, email [support@chatthing.ai](mailto:support@chatthing.ai). h2. Related - [Bot settings reference](https://chatthing.ai/docs/bot-settings/settings-reference): Every setting on your bot's General settings tab - what it does, its default and range, and which plans include it. - [Compare plans](https://chatthing.ai/docs/account/plans): What each Chat Thing plan costs and includes - monthly and yearly prices, bots, data sources, tokens, channels, power-ups and team members. --- ### Sign in and manage your account Source: https://chatthing.ai/docs/account/sign-in-and-account Description: Sign up, confirm your email, reset a forgotten password, change your email address, manage email preferences and delete your Chat Thing account. h1. Sign in and manage your account Everything about your own login: creating an account, getting back in when you're locked out, and changing or deleting your account. Your account details are on the [**Account**](https://app.chatthing.ai/app/account) page. h2. Sign up 1. Go to [chatthing.ai](https://chatthing.ai/) and start the free plan, or go straight to the [sign-up page](https://app.chatthing.ai/app/auth/register). 2. Choose **Continue with Google** or **Continue with GitHub**, or fill in your details and a password (at least 6 characters) to sign up with email. 3. If you signed up with email, select **Continue**, tell us what you'll make with Chat Thing, and select **Create account**. 4. Check your inbox for the confirmation email and select the link in it, then **Confirm my email**. 5. Select **Log in**. The Free plan doesn't need a credit card. h2. Log in Go to the [login page](https://app.chatthing.ai/app/auth/login) and use **Continue with Google**, **Continue with GitHub**, or your email and password. The login page marks the method you used last. h2. Reset a forgotten password 1. On the [login page](https://app.chatthing.ai/app/auth/login), select **Forgot password?** 2. Enter your email address and select **Reset password**. 3. Open the reset email and select the link in it. 4. Enter a new **Password**, confirm it, and select **Reset password**. 5. Log in with your new password. If you normally sign in with Google or GitHub, you don't need a password. Use the same button again. To change your password while you're logged in, go to [**Account**](https://app.chatthing.ai/app/account), find **Password** and select **Request password reset email**. Then follow steps 3 to 5. h2. Change your email address 1. Go to [**Account**](https://app.chatthing.ai/app/account) and find **Email**. 2. Enter your new address and select **Change email**. 3. Check your inbox for a confirmation email and select the link. Your email changes once it's confirmed. h2. Manage email preferences On [**Account**](https://app.chatthing.ai/app/account), under **Email preferences**, choose which emails you get, then select **Update email preferences**: - **Receive Chat Thing news and updates?** - **Receive Chat Thing app notifications emails?** - **Receive weekly analytics reports?** (only for teams on plans with [analytics](https://chatthing.ai/docs/manage/analytics)) h2. Delete your account > **This can't be undone** > > Deleting your account permanently deletes your personal team and every team where you're the only member, including their bots, data sources and conversations. Any active subscriptions on those teams are cancelled immediately, with no refund for the rest of the billing period. h3. Before you delete If you own an organisation team that other people use, [transfer its ownership](https://chatthing.ai/docs/account/teams#transfer-team-ownership) or [delete the team](https://chatthing.ai/docs/account/teams#delete-a-team) first. Account deletion can't finish while you own an organisation team. h3. Delete it 1. Go to [**Account**](https://app.chatthing.ai/app/account) and scroll to **Delete account**. 2. Select **Delete account**. 3. Tell us why you're leaving and confirm. You're removed from any teams you shared with other people. Their bots and data stay with them. h2. Troubleshooting h3. My confirmation email hasn't arrived - Check your spam or junk folder, and search your inbox for "Chat Thing". - Make sure you typed the email address correctly. If not, sign up again with the right address. - Confirmation links expire. If yours has, selecting it shows **Request a new link**, which takes you back to sign-up. - If it still doesn't arrive, email [support@chatthing.ai](mailto:support@chatthing.ai) from the address you signed up with. h3. I can't log in - If you signed up with Google or GitHub, use that button rather than email and password. - If you've forgotten your password, [reset it](https://chatthing.ai/docs/account/sign-in-and-account#reset-a-forgotten-password). - If you haven't confirmed your email yet, find the confirmation email first. h3. The security check didn't load The login and sign-up pages use a Cloudflare security check. If you see "The security check didn't load", allow `challenges.cloudflare.com` in your browser or ad blocker, then refresh the page. h3. I can't see Billing or Team settings These depend on your role in the current team, not your account. See [Teams and roles](https://chatthing.ai/docs/account/teams#roles). h2. Related - [Manage your team and roles](https://chatthing.ai/docs/account/teams): Create a team, invite members, choose the right role (Owner, Admin, Responder or Viewer), remove people, and move bots between teams. - [Security and data handling](https://chatthing.ai/docs/account/security-and-data): Where Chat Thing stores your data, which AI providers process it, whether it's used for training, how access and deletion work, GDPR, DPA and SOC 2. - [Manage billing and your plan](https://chatthing.ai/docs/account/billing): How Chat Thing billing works - subscribe, change or cancel your plan, find invoices, and what happens to your bots and data when you downgrade. --- ### Voice minutes and phone numbers Source: https://chatthing.ai/docs/account/voice-minutes Description: How voice billing works - monthly packs of call minutes shared by your team, phone number rental, how minutes are counted and what happens when they run out. h1. Voice minutes and phone numbers **Available on:** Basic, Standard, Pro, Enterprise plans. Voice lets people talk to your bot instead of typing, either through the call button in your [website widget](https://chatthing.ai/docs/channels/website/voice) or by ringing a number on the [phone channel](https://chatthing.ai/docs/channels/phone). Both draw from the same **voice add-on**, which measures call time in minutes. Anything the bot does during a call (looking things up, running power-ups) also uses your plan's [message tokens](https://chatthing.ai/docs/account/message-tokens). You buy and manage voice on your [billing page](https://app.chatthing.ai/app/billing#voice-calls) under **Voice calls**. > **Plan requirements** > > Voice needs an active paid plan. The phone channel is available on the Standard plan and above. The voice add-on is a separate monthly subscription, so it renews every month even if your main plan is billed yearly. h2. Packs and minutes | | | | --- | --- | | One voice pack | 60 minutes of calls a month for $10 | | Who shares the minutes | Every bot on your team, across website voice and phone calls | | How many packs | 1 to 100; your allowance is the total | | Reset | On each monthly renewal of the voice add-on. Unused minutes don't roll over | | Overage | None. When minutes run out, nobody can start a new call until you [add minutes now](https://chatthing.ai/docs/account/voice-minutes#add-minutes-now) or the next renewal. Text chat keeps working | | Running low mid-month | [Add minutes now](https://chatthing.ai/docs/account/voice-minutes#add-minutes-now): extra packs, charged at the full price and added straight away | h3. Monthly examples | Voice packs | Shared minutes | Voice cost | With one phone number | | --- | --- | --- | --- | | 1 | 60 | $10/month | $15/month | | 2 | 120 | $20/month | $25/month | | 3 | 180 | $30/month | $35/month | These prices are added to your Chat Thing plan and exclude applicable taxes. Your existing phone carrier may charge you for forwarding calls to your Chat Thing number. Subscriptions bought before the switch to 60-minute packs keep their original price and allowance, shown on the billing page. h3. Launch offer When a launch offer is running, eligible teams get **$5 off their first voice invoice** (for example, one pack costs $5 in the first month, then $10/month). The discount applies once per team, however many packs you buy. Phone numbers and your main plan aren't discounted. Your billing page shows whether you're eligible and the amount before checkout. Cancelling and subscribing again doesn't reset eligibility. h2. Phone numbers - Phone numbers for the phone channel cost **$5 a month per number**. They're added to your voice subscription and charged pro rata from the day you get the number. - You need a voice subscription before you can rent a number. - Numbers are available in the United States and the United Kingdom. - Releasing a number stops calls to it immediately and adjusts the charge on your next invoice. Chat Thing holds a released number for seven days in case you need it back. h2. How minutes are counted - When a call starts, it **reserves** up to the bot's **Maximum call duration** (1 to 15 minutes) from your allowance, or less if your team's remaining minutes, the bot's monthly limit or the time left in the billing period is smaller. This stops two callers spending the same minutes at once. The call ends when its reserved time runs out, and the bot starts wrapping up 30 seconds before. When the call ends, only the time actually used is kept and the rest goes back. - A call needs at least 30 seconds of allowance to start. - Call time includes silences and pauses while the bot is thinking. - On the phone channel, time a person on your team spends on a call (after a transfer, or when **Ring me first** puts a call through to your phone) uses minutes at **half rate**: two minutes of talking uses one minute of your allowance. Those calls can last up to an hour. - If your minutes run out, **Ring me first** still rings your phone. Only the bot stops answering. If you're low on minutes, a call you answer isn't cut short: it uses whatever minutes are left. - Your billing page shows minutes **used** this period and minutes currently **reserved** by calls in progress. - A per-bot monthly limit (set in the website or phone channel settings) caps what that bot can use, but doesn't set minutes aside for it. Every bot still draws from the same team allowance. h3. Free test minutes The phone channel's shared test line gives every team whose plan includes the phone channel **10 free test minutes a month**, tracked separately from your voice packs. You can use them without a voice subscription or a rented number. They reset on the 1st of each month (UTC). h2. Add minutes now If you run low before your allowance renews, you can buy more packs and use the minutes straight away. 1. Go to [**Billing**](https://app.chatthing.ai/app/billing#voice-calls) and find **Voice calls**, then **Add minutes now**. 2. Set **Packs to add now**. The button shows what you get and what it costs, for example **Add 60 minutes now for $10**. 3. Leave **Also add these packs to every month** ticked if you want the same packs on every renewal, or untick it to buy for this month only. 4. Select the **Add ... minutes now** button, check the summary, then select **Confirm and pay**. Your saved card is charged straight away. How it works: - Each pack costs the **full pack price** (the same as one pack in your subscription, for example $10). It isn't prorated for the days left, and the launch offer doesn't apply. Phone numbers aren't affected. - The minutes are added to your **current** allowance as soon as the payment goes through, and the remaining minutes on the billing page update straight away. They expire when this period's allowance ends, like the rest of your minutes. They don't roll over. - A pack added now gives the same number of minutes as a pack in your subscription, so a subscription that began with larger packs adds larger packs. - If **Also add these packs to every month** is ticked, your monthly packs go up by the same number once the payment succeeds. That change applies from your next renewal, with no second charge today. You can have up to 100 monthly packs in total, so the tick box is unavailable if adding them would go over. - Nothing is added unless the payment succeeds. If your card is declined, nothing is charged or added. If your bank asks you to confirm the payment, you get a link to do so. Minutes are added when you finish. Complete it within an hour: after that the attempt is cancelled and you can start again. - You can't add minutes while your renewal payment is pending, if your voice subscription has a failed payment, or if you have complimentary voice. Wait for the renewal to complete or fix your payment method, then try again. If you cancelled voice renewal, you can still add minutes for the current period but can't add them to every month. - Only team owners can open the billing page, so only an owner can add minutes. h2. Change or cancel voice 1. Go to [**Billing**](https://app.chatthing.ai/app/billing#voice-calls) and find **Voice calls**. 2. To start, choose your **Monthly packs** and select **Enable voice**. You'll finish payment in checkout. 3. To change the number of packs for future months, set **Monthly packs** and select **Update packs for next month**. 4. To stop, select **Cancel voice renewal**. What each change does: - **More monthly packs** take effect at your next renewal. They don't add minutes to the current period. To get minutes now, use [**Add minutes now**](https://chatthing.ai/docs/account/voice-minutes#add-minutes-now). - **Fewer packs** also apply from the next renewal. - **Cancelling** stops the add-on renewing. Your remaining minutes stay usable until the end of the paid period, and any rented phone numbers stop with it. - If your main Chat Thing plan ends, the voice add-on ends with it. h2. Who can manage voice billing The voice add-on is managed from the **Billing** page, which only the team **owner** can open. The owner buys, changes or cancels it there. [Owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do) rent and release phone numbers in the phone channel's **Phone number** section. Other team members can see the remaining allowance in the channel settings and can ask the owner to manage it. See [Teams and roles](https://chatthing.ai/docs/account/teams). h2. Related - [Let visitors talk to your bot with voice calls](https://chatthing.ai/docs/channels/website/voice): Add a call button to your web chat so visitors can have a spoken conversation with your bot, using the same knowledge, power-ups and conversation. - [Answer phone calls with your bot](https://chatthing.ai/docs/channels/phone): Give your bot a phone number so it answers calls using your knowledge and power-ups, and transfers callers to your team when they ask for a person. - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. --- ### Write your bot's instructions Source: https://chatthing.ai/docs/bot-settings/instructions Description: Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. h1. Write your bot's instructions Your bot's instructions (the **Prompt** in its settings) tell it who it is, who it's helping, what it may talk about, how to answer and what to do when it can't help. Chat Thing sends the prompt with every message, so it shapes every reply. This page walks through each part with short before-and-after examples. For complete prompts you can copy and adapt, see the [prompt library](https://chatthing.ai/docs/bot-settings/prompt-library). **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Edit the prompt 1. Open your bot and go to the **General settings** tab. 2. Find the **Prompt** field. 3. Write your instructions, or start from a draft: - **Adapt our prompt** (under the field) fills it with the default prompt so you can edit it. - **Generate with AI** (above the field) writes a prompt from a short description of what the bot should do. It **replaces the existing prompt**, so copy anything you want to keep first. 4. Click **Update bot**. The next message anyone sends uses the new prompt. If you leave the prompt blank, the bot uses this default: ```text You are a helpful assistant. - Use information from the provided context below in markdown format to help answer questions. - If the answer is not clear from the context or your internal knowledge make this clear. - Include any relevant media or code snippets. ``` The default works for a quick test, but it doesn't say who the bot works for, what's off limits or when to hand over, so write your own before you launch. You can also change the prompt by asking [Otto](https://chatthing.ai/docs/get-started/otto) ("Make the tone more formal") or from an AI assistant through the [Chat Thing MCP server](https://chatthing.ai/docs/mcp), which reads and writes the same **Prompt** field. h2. What the bot sees with every message Knowing what arrives alongside your prompt helps you write instructions that fit. For each reply, the bot receives: - **Your prompt.** - **Relevant knowledge:** the passages from your data sources that best match the question. You don't need to paste your content into the prompt. - **The conversation so far,** up to **Max message history** (12 messages by default). Your **Welcome message** is saved as the bot's first message, so the bot sees it too. - **Today's date,** in the visitor's time zone when the widget reports one. - **Visitor details,** when you have them: answers to your [pre-chat form](https://chatthing.ai/docs/channels/website/lead-form), details sent with [`identifyUser`](https://chatthing.ai/docs/developers/javascript-sdk#identify-the-user), or the name and number of a WhatsApp contact. - **Each power-up's name and Description,** for every power-up that's turned on. The **Bot description** is only shown on your bot's landing page and is never sent to the bot, so put instructions in **Prompt**, not there. The prompt, the knowledge and the conversation share one token budget, set by **Max context size** in [model settings](https://chatthing.ai/docs/bot-settings/settings-reference#model-settings-advanced). There's no fixed character limit on the prompt, but a very long one leaves less room for knowledge and uses more [message tokens](https://chatthing.ai/docs/account/message-tokens) on every reply. Most good prompts fit in 150 to 400 words. For how these pieces combine into an answer, see [How your bot answers](https://chatthing.ai/docs/improve/how-your-bot-answers). > **You don't need a context tag** > > Knowledge is added to each message automatically. Older prompts, and the default you get from **Adapt our prompt**, may contain a `` tag between `--start context--` and `--end context--`. It still works, but it doesn't control where knowledge goes, so you can delete it. Tags such as `` and `` are removed from prompts too, because the bot already gets those values with every message. h2. A structure that works Write the prompt as short sections with plain headings or bullet points. The model follows clear, separate rules better than one long paragraph. Put the rules that matter most (scope, what to do when it doesn't know, safety) near the top. ```text Role: who you are, who you work for, who you're talking to. Scope: what you help with, and what to do with anything else. Answering: where answers come from, length, format, language. Tools: when to use each power-up. Handoff: when and how to pass the conversation to a person. Never: things you must not do. ``` The sections below cover each part. h2. Tell the bot who it is and who it's helping Describe how the bot should behave and who it's talking to, not a backstory. "You have 10 years of experience" doesn't change how it writes; "our customers aren't technical, so avoid jargon" does. **Before** ```text You are an expert assistant. ``` **After** ```text You are the support assistant for Acme, which makes accounting software for small businesses. You talk to business owners and their staff, who are usually not accountants. Explain things in plain language. ``` h2. Keep the bot on topic Without a scope, the bot will happily write poems, answer homework or discuss your competitors. Say what's in scope and give it a polite way to decline. **Before** ```text Answer any question the user asks. ``` **After** ```text Only help with Acme's products, pricing, accounts and billing. If someone asks about anything else, say politely that you can only help with Acme, and ask if there's anything about Acme you can help with. Don't write code, essays or content unrelated to Acme, even if asked. ``` A friendly refusal keeps the conversation going. Avoid wording that sounds like an error, such as "I am unable to process that request." h2. Answer only from your knowledge Decide whether the bot may use its general knowledge or only your content. For support, pricing and policy questions, restrict it: a confident guess about a refund window is worse than no answer. **Before** ```text Use the context to help answer questions. ``` **After** ```text Answer only from the information provided to you. If it doesn't cover the question, say you don't have that information. Never guess prices, dates, policies or product features. ``` If you want the bot to fill gaps with general knowledge (for example, a cooking site answering "how long do I rest a steak?"), say where the line is: "You may use general knowledge for cooking questions, but prices, stock and delivery must come only from the information provided." Lowering **Creativity (temperature)** also makes the bot stick more closely to your content and prompt. h2. Say "I don't know" and hand over to a person Every bot meets questions it can't answer. Tell it what to do instead of guessing, and give it a way out. **Before** ```text If you don't know, say so. ``` **After** ```text If you can't answer from the information provided, say so in one sentence and offer to pass the conversation to the team. Offer the handoff straight away if the user asks for a person, is upset, or the issue involves a payment, a complaint or a damaged order. Use Talk to a human to hand over. Don't offer a handoff more than once unless the user asks again. ``` For the bot to actually hand over, add the [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human) power-up (paid plans). It asks for the visitor's email and emails your team the conversation. On Standard and above, turn on [human takeover](https://chatthing.ai/docs/manage/human-takeover) too, so your team can reply live in the widget. h2. Set the tone and brand voice Show the tone with a short example exchange rather than a list of adjectives. The bot copies examples closely, so keep them short and typical. **Before** ```text Be friendly and professional. ``` **After** ```text Write like a helpful person on our team: warm, direct and plain. Use "you" and "we". No exclamation marks, no emojis. Example: User: Can I change my plan? You: Yes. Go to Settings > Billing and choose Change plan. The new price starts from your next bill. ``` Add explicit "don'ts" for habits you want to stop, such as "Don't apologise more than once" or "Don't say 'according to the context'". h2. Make answers shorter Bots tend to write too much. Set a default length and say when longer answers are fine. **Before** ```text Give detailed and comprehensive answers. ``` **After** ```text Keep answers to 2–3 sentences. Use a numbered list only for step-by-step instructions. If the full answer is long, give the key point and offer more detail. ``` h2. Format answers for each channel The same prompt is used on every channel your bot is connected to, but channels display text differently: | Channel | What it shows | | --- | --- | | Website widget | Markdown: bold, lists and links display properly. | | WhatsApp, Telegram, email replies | The text exactly as written. `**bold**`, `# headings` and `[text](link)` appear as raw symbols. | | Slack and Discord | Chat Thing tells the bot it's on that platform and to keep formatting simple. | If one bot serves both the widget and WhatsApp, Telegram or email, keep formatting light for everyone: ```text Write in plain sentences. Use simple numbered lists if you need steps. Don't use headings, tables, bold text or markdown links. Write web addresses out in full, like https://example.com/returns. ``` For different formatting per channel, [duplicate the bot](https://chatthing.ai/docs/bot-settings/duplicate-a-bot) and give each copy its own prompt and channel. h2. Control which language the bot answers in Most models reply in the language the visitor writes in, but say so to be sure, and say what to do with the knowledge if it's in another language. ```text Always reply in the language the user writes in, even though the information provided is in English. Keep product names in English. ``` To use one language whatever the visitor writes: "Always reply in German." The widget's **Language** setting only translates the widget's buttons and labels; it doesn't change the answer language. See [Languages](https://chatthing.ai/docs/channels/website/languages). h2. Tell the bot when to use power-ups The bot decides whether to use a power-up from its **Description** and your prompt. Use the power-up's own settings for *how* it works, and the prompt for rules across the conversation: when to use it, in what order, and when not to. Refer to a power-up by the **Power-up name** shown on its card, such as "Talk to a human" or "Book a meeting". Don't name a power-up the bot doesn't have: it can't use it, and may tell the visitor it has done something it hasn't. **Before** ```text Help people book demos. ``` **After** ```text If someone wants a demo, a call or to talk to sales, offer a meeting and use Book a meeting to show the available times. Don't offer a meeting to people asking support questions about an existing account. Never say a meeting is booked until Book a meeting confirms it. ``` See [How power-ups work](https://chatthing.ai/docs/power-ups/how-power-ups-work) for writing descriptions. h2. Collect details from visitors When the bot needs details (an order number, an email, a company name), tell it exactly what to ask for, when, and to ask one thing at a time. ```text Before checking an order, ask for the order number (it starts with AC-) and the email address used for the order. Ask for one at a time. If you already know the user's email from their details, don't ask again. Once you have both, use Check order status. ``` To collect details before the chat starts, use a [pre-chat form](https://chatthing.ai/docs/channels/website/lead-form) instead. The answers reach the bot with every message, so the prompt can refer to them. h2. Stop the bot making promises it can't keep A bot can sound authoritative about things it shouldn't decide. Spell out what it must never do. ```text Never: - Promise refunds, discounts, compensation or delivery dates. Explain the policy and offer to pass the request to the team. - Give legal, medical, tax or financial advice. Suggest a professional. - Ask for passwords, full card numbers or other sensitive details. If a user shares them, tell them not to and don't repeat them. - Discuss or criticise competitors. ``` Anyone can chat with a public bot and try to talk it out of its rules. Rules like these reduce the risk but can't guarantee it, so don't connect a public bot to data or actions it shouldn't expose. h2. Personalise answers with visitor details When the bot knows who it's talking to, it can greet people by name and skip questions. Visitor details come from: - **[`identifyUser`](https://chatthing.ai/docs/developers/javascript-sdk#identify-the-user)** on your website: `id`, `name`, `email`, `tel` and `timeZone`. - **Your [pre-chat form](https://chatthing.ai/docs/channels/website/lead-form):** each answer is saved under a key made from its label, such as `company_name`. - **WhatsApp:** the contact's name and phone number. - **The Chat API:** `userData` sent when you start a conversation. The bot receives these as user data with every message. Refer to them in plain words: ```text If you know the user's name, use their first name in your first reply. If you know their email, use it for handoffs instead of asking for it. ``` To give the bot facts about the page or account, such as the visitor's plan or the product they're viewing, send [page context](https://chatthing.ai/docs/developers/javascript-sdk#give-the-bot-page-context) from the SDK. It arrives with the knowledge for each message, so you can write rules like "If the user is on the Free plan, mention which features need an upgrade." Page context needs **Advanced SDK features** turned on. `identifyUser` isn't verified, so never write rules that give some users access to information based on these details. h2. Check it works 1. Click **Test** in your bot's header, or chat with it on your site. 2. Ask the five questions your customers ask most, and check the answers, length and tone. 3. Ask something off-topic, something your knowledge doesn't cover, and ask for a person. Check the bot declines politely, admits it doesn't know and offers the handoff. 4. Try the same questions in another language and, if you use them, on WhatsApp or email. 5. Change one thing at a time and ask the same questions again. To re-check answers automatically after every change, set up [test cases](https://chatthing.ai/docs/bot-settings/test-your-bot) (Enterprise plan). You can also ask Otto to test the bot, or open a bad answer in **Conversations** and click **Ask Otto about this chat** to find out whether the prompt or the knowledge is at fault. For a routine after launch, see [Improve your bot's answers](https://chatthing.ai/docs/improve/improve-answers). h2. Common mistakes - **Pasting knowledge into the prompt.** Long product lists or FAQs belong in [data sources](https://chatthing.ai/docs/knowledge), which only send the relevant parts. - **Rules that contradict each other,** such as "always be brief" and "always explain in detail". The bot picks one unpredictably. - **Vague rules.** "Be helpful" changes nothing. "Keep answers under three sentences" does. - **Naming a power-up that isn't turned on,** or using a different name from its card. - **Only saying what not to do.** Pair every "don't" with what to do instead. - **Rewriting everything at once.** Change one rule, test it, then move on. - **Heavy formatting on plain-text channels.** See [Format answers for each channel](https://chatthing.ai/docs/bot-settings/instructions#format-answers-for-each-channel). h2. Troubleshooting h3. The bot makes things up Add the rule from [Answer only from your knowledge](https://chatthing.ai/docs/bot-settings/instructions#answer-only-from-your-knowledge) and lower **Creativity (temperature)**. If the answer is in your data sources but the bot can't find it, the problem is retrieval: see [Retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). h3. The bot ignores part of the prompt Move the rule nearer the top, make it short and specific, and remove anything that contradicts it. A very long prompt dilutes every rule in it. h3. The bot never uses a power-up Check the power-up is turned on and your model supports power-ups. Then make its **Description** say when to use it, and add a rule to the prompt that uses its exact **Power-up name**. h3. I see "System message" and "Initial prompt" instead of "Prompt" Your bot uses an older configuration that split the prompt into two fields. Click **Click here to migrate to the latest version** above the fields, check the combined prompt in the **Bot migration wizard**, then click **Migrate your bot** and **Update bot**. h2. Related - [Prompt library](https://chatthing.ai/docs/bot-settings/prompt-library): Copy-paste starting prompts for support, sales, bookings, onboarding, internal helpdesks and more, plus building blocks to add to any prompt. - [How your bot answers a message](https://chatthing.ai/docs/improve/how-your-bot-answers): What happens between a customer's message and your bot's reply, why answers go wrong, and which setting or page fixes each problem. - [Improve your bot's answers](https://chatthing.ai/docs/improve/improve-answers): Fix a bot that says "I don't know", gives wrong or made-up answers, goes off-topic, rambles, forgets context or replies in the wrong language. - [Test your bot's answers](https://chatthing.ai/docs/bot-settings/test-your-bot): Create test cases with checks for facts, similarity, requirements, relevance and power-up use, then run them to catch wrong answers before users do. - [Hand off a chat to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human): Let your bot email your team with the visitor's email and the conversation when someone asks for a person, and mark the chat as escalated. --- ### Storage tokens and how syncing uses them Source: https://chatthing.ai/docs/account/storage-tokens Description: What storage tokens are, when syncing and re-syncing use them, what happens when you reach your monthly limit, and how to use fewer. h1. Storage tokens and how syncing uses them Storage tokens measure how much content Chat Thing processes when it syncs your [data sources](https://chatthing.ai/docs/knowledge/manage-data-sources). When you sync, Chat Thing splits your content into chunks and indexes them so your bot can search them. The tokens in that content are counted against your team's storage token allowance. 1,000 tokens is roughly 750 words. Every plan includes a **monthly** storage token allowance, shared by every bot on your team. See [Compare plans](https://chatthing.ai/docs/account/plans) for each plan's allowance. h2. When syncing uses storage tokens | Action | Storage tokens used | | --- | --- | | First sync of a new data source | All of its content | | Re-sync (manual or automatic) | Only pages, files or rows whose content has changed since the last sync. Each changed item is counted in full | | Re-sync with nothing changed | None | | Chatting with your bot | None (chats use [message tokens](https://chatthing.ai/docs/account/message-tokens)) | | Deleting a data source | Doesn't give back tokens already used this month | Storage tokens count content processed **this month**, not the total size of everything your bots know. Content you synced in earlier months stays searchable and doesn't count again unless it changes. h2. When the allowance resets Your allowance resets on the **1st of each calendar month (UTC)**. Unused tokens don't roll over. h2. What happens when you reach the limit - **Your bots keep working.** Content that's already synced stays searchable. - **New syncs are blocked.** Starting a sync shows **Over plan storage token limit, please upgrade plan.** - **A sync that would take you over the limit doesn't start processing.** It fails before any content is indexed, and the error tells you how many storage tokens the sync needs. Your existing content for that data source is kept. - The data source shows a sync error, and team owners and admins get an email that the sync failed. To sync again before the 1st, add a [storage tokens add-on](https://chatthing.ai/docs/account/add-ons) (5,000,000 tokens per unit) or [upgrade your plan](https://chatthing.ai/docs/account/billing#change-your-plan). h2. Use fewer storage tokens - **Only sync what your bot needs.** Exclude pages that don't help answer questions. See [Add a website](https://chatthing.ai/docs/knowledge/website). - **Scrape only the main content** of each web page, leaving out headers, footers and menus. See [Add a website](https://chatthing.ai/docs/knowledge/website). - **Don't add the same content twice**, for example the same page in two data sources. - **Split large sources** so you can re-sync only the part that changes. For more, see [Keep your bot up to date](https://chatthing.ai/docs/knowledge/keep-it-up-to-date). h2. See your usage - **Sidebar:** the **Storage tokens** bar shows how much of this month's allowance your team has used. - **My Bots:** the **Storage tokens this month** card shows tokens used against your limit. - **A bot's Data sources tab:** **Storage tokens this month** shows your team's usage this month, and **Total storage tokens** shows the current size of that bot's data sources. h2. Next steps - [Keep your bot's knowledge up to date](https://chatthing.ai/docs/knowledge/keep-it-up-to-date) - [Buy a storage tokens add-on](https://chatthing.ai/docs/account/add-ons) - [Compare plans](https://chatthing.ai/docs/account/plans) h2. Related - [Message tokens and what happens when you run out](https://chatthing.ai/docs/account/message-tokens): What message tokens are, how each message is counted, how model multipliers work, when tokens reset, and what happens when your team runs out. - [Keep your bot's knowledge up to date](https://chatthing.ai/docs/knowledge/keep-it-up-to-date): Re-sync data sources by hand, on a daily, weekly or monthly schedule, or automatically when you publish in your CMS, and see what each sync changes. - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. --- ### Manage your team and roles Source: https://chatthing.ai/docs/account/teams Description: Create a team, invite members, choose the right role (Owner, Admin, Responder or Viewer), remove people, and move bots between teams. h1. Manage your team and roles A team is a separate workspace with its own bots, conversations, usage and plan. Use teams to work with colleagues, or to keep projects (or clients) apart. This page covers team types, roles, inviting and removing members, and moving bots between teams. h2. Personal and organisation teams | | Personal team | Organisation team | | --- | --- | --- | | Who gets one | Everyone, automatically when you sign up | Anyone who creates one or converts their personal team | | Members | Just you. You can't invite anyone | Invite up to your plan's team member limit | | Plan | Its own plan, starting on Free | Its own plan. Creating one requires a paid plan | | Can be deleted | No, only by [deleting your account](https://chatthing.ai/docs/account/sign-in-and-account#delete-your-account) | Yes, by the owner | Each team has its own subscription, so a new organisation team is billed separately from your personal team. The number of members you can have depends on the plan (see [Compare plans](https://chatthing.ai/docs/account/plans)); add more seats with the **Extra team member** [add-on](https://chatthing.ai/docs/account/add-ons). Switch between teams with the team switcher at the top of the sidebar. h2. Roles | Role | What they can do | | --- | --- | | **Owner** | Everything, including **Billing**, transferring team ownership and deleting the team. Each team has exactly one owner | | **Admin** | Create, edit and delete bots, data sources, power-ups, channels, webhooks, tasks and tests, and use [Otto](https://chatthing.ai/docs/get-started/otto). Invite and remove members, and change the roles of Responders and Viewers. Use [My Chats](https://chatthing.ai/docs/manage/my-chats) and [take over conversations](https://chatthing.ai/docs/manage/human-takeover). Can't open Billing | | **Responder** | Read customer [conversations](https://chatthing.ai/docs/manage/conversations) and [take over live chats](https://chatthing.ai/docs/manage/human-takeover) to reply to customers. Can't see or change bots. Responders land on **Conversations** when they sign in | | **Viewer** | Read-only. See the bots list, each bot's overview and analytics, and conversations. Can't change anything or take over chats | Use **Responder** for support staff who answer customers but shouldn't change how your bots work. h2. What each role can do | Task | Owner | Admin | Responder | Viewer | | --- | --- | --- | --- | --- | | Read [conversations](https://chatthing.ai/docs/manage/conversations) | Yes | Yes | Yes | Yes | | [Take over and reply](https://chatthing.ai/docs/manage/human-takeover) to live chats | Yes | Yes | Yes | No | | See the bots list, each bot's **Overview** and [analytics](https://chatthing.ai/docs/manage/analytics) | Yes | Yes | No | Yes | | Create, [duplicate](https://chatthing.ai/docs/bot-settings/duplicate-a-bot) and delete bots | Yes | Yes | No | No | | Edit bot settings and [instructions](https://chatthing.ai/docs/bot-settings/instructions) | Yes | Yes | No | No | | Add, sync and delete [data sources](https://chatthing.ai/docs/knowledge/manage-data-sources) | Yes | Yes | No | No | | Add and change [power-ups](https://chatthing.ai/docs/power-ups) | Yes | Yes | No | No | | Set up [channels](https://chatthing.ai/docs/channels), including the API channel secret key, custom domains and phone numbers | Yes | Yes | No | No | | Manage [webhooks](https://chatthing.ai/docs/developers/webhooks) | Yes | Yes | No | No | | Manage [scheduled tasks](https://chatthing.ai/docs/bot-settings/scheduled-tasks) | Yes | Yes | No | No | | Create and run [tests](https://chatthing.ai/docs/bot-settings/test-your-bot) | Yes | Yes | No | No | | Use [Otto](https://chatthing.ai/docs/get-started/otto) | Yes | Yes | No | No | | Use [My Chats](https://chatthing.ai/docs/manage/my-chats) | Yes | Yes | No | No | | Change bots from an AI assistant over [MCP](https://chatthing.ai/docs/mcp/authentication#what-your-assistant-can-access) | Yes | Yes | No | No | | [Move a bot to another team](https://chatthing.ai/docs/account/teams#move-a-bot-to-another-team) (needs this role in both teams) | Yes | Yes | No | No | | [Invite](https://chatthing.ai/docs/account/teams#invite-a-team-member) and [remove](https://chatthing.ai/docs/account/teams#remove-a-team-member) members, and [change their roles](https://chatthing.ai/docs/account/teams#change-a-members-role) | Yes | Responders and Viewers only | No | No | | Manage [billing](https://chatthing.ai/docs/account/billing), the plan and [add-ons](https://chatthing.ai/docs/account/add-ons) | Yes | No | No | No | | [Transfer team ownership](https://chatthing.ai/docs/account/teams#transfer-team-ownership) and [delete the team](https://chatthing.ai/docs/account/teams#delete-a-team) | Yes | No | No | No | Anyone with a Chat Thing account can [connect an AI assistant](https://chatthing.ai/docs/mcp/connect) or create an MCP API key for themselves. What the assistant can change in each team follows your role there. h2. Create an organisation team 1. Open the team switcher at the top of the sidebar and select **New team**. 2. Enter a **Team name** and, optionally, upload a **Team logo**. 3. Under **Subscription plan**, choose a plan for the team. 4. Select **Create team** and complete payment in Stripe checkout. ![The New team page with Team name, Team logo and a choice of subscription plans](https://res.cloudinary.com/djyjvrw5u/image/upload/v1755864420/Xnapper_2025_08_22_13_04_54_8645f2c5a7.png) You're switched to the new team when it's ready. To move existing bots into it, see [Move a bot to another team](https://chatthing.ai/docs/account/teams#move-a-bot-to-another-team). h2. Convert a personal team to an organisation Converting turns your personal team, with all its bots, into an organisation team you can invite people to. A new, empty personal team is created for you. > **Warning** > > Your personal team must be on a paid plan before you can convert it. 1. Switch to your personal team. 2. Open the team switcher and select **Team settings**. 3. Select **Convert team**. ![Team settings for a personal team, explaining personal teams can't invite members, with Create new team and Convert team buttons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1756235314/convert_personal_team_into_organisation_2f260a07c2.png) h2. Invite a team member > **Info** > > **Who can do this:** [the team owner and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). Your team must be an organisation team. 1. Switch to the team you want to manage. 2. Open the team switcher and select **Team settings**. 3. On **Manage your team**, go to **Invite team member**. 4. Enter their **Email** and choose a **Role**: Admin, Responder or Viewer. 5. Select **Invite**. Chat Thing emails them an invitation, and you can also select **Copy invite link** to send the link yourself. The link expires after **3 hours**. The person must accept using the same email address you invited (capital letters don't matter). If they don't have a Chat Thing account yet, the invite link asks them to log in. They can select **Create an account** there (or sign up with Google or GitHub), and they join your team as soon as they've confirmed their email. If they confirm on a different device or browser, they open the invite link again (within the 3 hours) to join. h2. Change a member's role 1. Go to **Team settings** and find **People**. 2. Choose a new role from the dropdown next to the member. Only the owner can change an admin's role. h2. Remove a team member 1. Go to **Team settings** and find **People**. 2. Open the **⋮** menu next to the member and select **Delete**. They're removed straight away, with no confirmation step. Admins can remove Responders and Viewers; only the owner can remove an admin. The owner can't be removed. Members can't leave a team themselves; ask an owner or admin to remove you. h2. Transfer team ownership 1. Go to **Team settings** and find **Transfer ownership**. It appears when the team has more than one member. 2. Select **Transfer**, choose the **Team member**, and confirm. The new owner takes over billing. You become an admin. h2. Move a bot to another team > **Info** > > **Who can do this:** [owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do) of both teams. The receiving team must have room for another bot on its plan. 1. Open the bot and go to its **General settings** tab. 2. Scroll to **Transfer ownership** and select **Transfer**. This section only appears if you belong to more than one team. ![The Transfer ownership section at the bottom of a bot's General settings, with a Transfer button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1756239680/bot_transfer_ownership_9744528b2f.png) 3. Choose the team to move the bot to. 4. Select **Transfer** to confirm. The bot now appears in the other team's bot list. h2. Delete a team Only the owner can delete an organisation team, and only once every other member has been removed. 1. Go to **Team settings**. 2. Select **Delete team**. > **Important** > > Deleting a team deletes its bots and all their conversations, and cancels its subscription. It happens straight away and can't be undone. h2. Troubleshooting h3. "Team member limit reached" Your team has as many members as its plan allows. Remove someone, [upgrade](https://chatthing.ai/docs/account/billing#change-your-plan), or add an **Extra team member** [add-on](https://chatthing.ai/docs/account/add-ons). h3. "Personal teams cannot invite members" Personal teams are for one person. [Create an organisation team](https://chatthing.ai/docs/account/teams#create-an-organisation-team) or [convert your personal team](https://chatthing.ai/docs/account/teams#convert-a-personal-team-to-an-organisation). h3. The invite link has expired Invite links last 3 hours. Ask the owner or an admin to invite you again. h3. "This invite link was sent to a different email" Sign in with the email address the invitation was sent to, or ask for a new invite to your current address. h3. "Team has no space for the new bot" The receiving team is at its bot limit. Upgrade that team's plan or add an **Extra bot** [add-on](https://chatthing.ai/docs/account/add-ons) there, then try again. h3. I didn't get the invite email Check your spam folder, or ask the person who invited you to send you the invite link directly with **Copy invite link**. h2. Related - [Manage billing and your plan](https://chatthing.ai/docs/account/billing): How Chat Thing billing works - subscribe, change or cancel your plan, find invoices, and what happens to your bots and data when you downgrade. - [Take over a live chat from your bot](https://chatthing.ai/docs/manage/human-takeover): Let your team step into a live website chat, reply to the customer directly while the bot pauses, then hand the conversation back to the bot. - [Security and data handling](https://chatthing.ai/docs/account/security-and-data): Where Chat Thing stores your data, which AI providers process it, whether it's used for training, how access and deletion work, GDPR, DPA and SOC 2. --- ### Bot settings reference Source: https://chatthing.ai/docs/bot-settings/settings-reference Description: Every setting on your bot's General settings tab - what it does, its default and range, and which plans include it. h1. Bot settings reference All of these settings are on your bot's **General settings** tab, which team owners and admins can open. Change a setting, then click **Update bot** at the bottom of the page to save. Most settings can also be changed from an AI assistant with the [`update_bot` MCP tool](https://chatthing.ai/docs/mcp/tools). The field names match the setting names in the tables below. h2. General settings | Setting | What it does | Default | Plans | | --- | --- | --- | --- | | **Bot name** | The bot's name. | - | All | | **Bot description (markdown supported)** | Shown only on the bot's landing page. It is **not** sent to the AI model: put instructions in **Prompt**. | Empty | All | | **Welcome message** | The first message people see before they type anything. Required. | - | All | | **Example questions** | Suggested questions people can click to start a chat. Up to 10. | None | All | | **Prompt** | The bot's instructions: its role, tone, rules and what to do when it can't help. Blank uses the default prompt. **Generate with AI** writes one for you. See [write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions). | Default prompt | All | | **Allow users to provide feedback on responses** | Shows thumbs up and thumbs down buttons on each reply in the chat widget. Ratings appear in [conversations](https://chatthing.ai/docs/manage/conversations), where you can filter by them. | Off | All | | **Include sources for responses** | Shows numbered links to the web pages an answer actually used under each reply in the chat widget, with matching numbers in the reply text. Only website data sources are shown. | Off | All | | **Allow human takeover of conversations** | Lets your team claim a live website chat and reply as themselves. Only for chats started in the website widget. Works best with the [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human) power-up. See [human takeover](https://chatthing.ai/docs/manage/human-takeover). | Off | Standard, Pro, Enterprise | Older bots show **System message**, **Use our default prompt** and **Initial prompt** instead of a single **Prompt**. See [migrating to a single prompt](https://chatthing.ai/docs/bot-settings/instructions#i-see-system-message-and-initial-prompt-instead-of-prompt). h2. Model settings (advanced) We recommend leaving these at their defaults until you've tested your bot. | Setting | What it does | Default | Range | Plans | | --- | --- | --- | --- | --- | | **Model** | The AI model that writes replies. See [models](https://chatthing.ai/docs/bot-settings/models). | Default model | - | Standard, Pro, Enterprise (others use the default) | | **Enable file upload (multi-modal)** | Lets people attach images in the chat widget: PNG, JPG and WebP, up to 20 MB each. Only shown for models that support vision. | Off | On / off | All | | **Enhanced knowledge retrieval** | Rewrites follow-up questions into standalone questions before searching your knowledge. Uses more tokens. See [retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). | Off | On / off | All | | **Creativity (temperature)** | How varied replies are. Lower values give consistent, focused answers that stick to your content and prompt; higher values give more varied answers but make the bot more likely to fill gaps or make things up. | 0.3 | 0–1 | All | | **Document relevance** | How closely content must match a message before the bot is given it. See [retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). | 0.75 | 0.25–0.9 | All | | **Document character limit** | The size of each piece your content is split into when it syncs. See [retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). | 2,000 | 1,000–4,000 | All | | **Max context size (base tokens)** | The token budget for each reply's prompt, knowledge and conversation history. Higher can improve answers but uses more tokens. | Set by the model | 1,024 to the model's maximum | All | | **Max context documents** | How many pieces of your content the bot is given per message. `0` turns knowledge retrieval off. See [retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). | 4 or 6 | 0–12 | All | | **Max message history** | How many earlier messages in the conversation the bot sees. Lower uses fewer tokens but the bot remembers less. | 12 | 0–50 | All | h2. Usage limits Limits that stop a bot using too many tokens or being abused. See [usage limits](https://chatthing.ai/docs/bot-settings/usage-limits) for what people see when a limit is reached. | Setting | What it does | Default | | --- | --- | --- | | **Daily token limit** | Stops the bot replying once it has used this many message tokens in a day (UTC). | Off, 1,000,000 | | **Set an email notification threshold** | Emails team owners and admins when the bot's daily usage passes this number. Must be lower than the daily limit. | 750,000 | | **Maximum message length** / **Maximum characters per message** | Rejects any single message longer than this. | On, 6,000 characters for new bots | h2. Transfer ownership Moves the bot to another team. Only shown if you belong to more than one team. You need to be a member of the new team with permission to create bots, and the team needs space for another bot on its plan. See [teams](https://chatthing.ai/docs/account/teams). h2. Delete bot **Delete bot** at the bottom of the page permanently removes the bot and all of its data. This can't be undone. To keep a copy first, [duplicate the bot](https://chatthing.ai/docs/bot-settings/duplicate-a-bot). h2. Related - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. - [Retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings): Control how much of your knowledge your bot reads for each message - document relevance, context documents, enhanced retrieval, sources and chunk size. - [Limit how many tokens your bot can use](https://chatthing.ai/docs/bot-settings/usage-limits): Cap a bot's daily message token use, get an email before it hits the cap, limit message length, and see what people see when a limit is reached. --- ### Test your bot's answers Source: https://chatthing.ai/docs/bot-settings/test-your-bot Description: Create test cases with checks for facts, similarity, requirements, relevance and power-up use, then run them to catch wrong answers before users do. h1. Test your bot's answers **Available on:** Enterprise plans. Build a set of test questions for your bot, each with checks its answer must pass, and run them whenever you change the prompt, model, settings or knowledge. Test runs show what passed, what failed and why. > **Plan requirement** > > Bot tests are available on the Enterprise plan. On other plans, the **Tests** tab isn't shown. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Create test cases 1. Open your bot and go to the **Tests** tab. 2. Click **Manage test cases**, then **New test case**. 3. In **Question**, enter a question a user might ask. 4. Choose a check (see the table below) and fill in its fields: usually a **Fact or statement** and a **Threshold**. 5. Click **Add check** to add more checks to the same question. A test case needs at least one check. 6. Click **Create test case**. Repeat for each question. ![A test case with the question "What is Chat Thing?", a Factuality check and its fact or statement, and the Add check button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726763649/edit_test_case_85f18c8ebb.png) h3. Check types | Check | Passes when | | --- | --- | | **Factuality** | The answer agrees with the fact or statement you provide. | | **Similarity** | The answer is similar enough to an example answer you provide. | | **Requirements** | The answer meets the requirements you list, such as "mentions the 30-day return window". | | **Relevance** | The answer is relevant to the question. | | **Power-up called** | The bot used a specific power-up while answering. | | **Power-up not called** | The bot did **not** use a specific power-up, for example because it should answer from its knowledge. | | **Power-up succeeded** | The bot used a power-up and every use succeeded. | Similarity, Requirements and Relevance checks have a **Threshold** from 0.1 to 0.9 that sets how strict the check is. The default of 0.7 is a good starting point; lower it if answers that look right are failing. h2. Run the tests 1. On the **Tests** tab, click **New test run**. 2. Give the run a **Name** (it defaults to "Test #" and a number) and click **Start test**. 3. Open the run from the list to see its results. ![The Bot tests list showing two finished test runs with their success and failure percentages, and the Manage test cases and New test run buttons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726763684/bot_test_runs_45ff7db818.png) To run a single test case, click its play button on the **Test cases** page. Test runs use message tokens: for the bot's answers, and for grading the checks, which uses an AI model. h2. Read the results Each run shows: - The percentage of checks passing, failing and pending. ![Results summary for a test run: a ring chart showing 50% of checks passing, with pass and fail counts](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726763907/test_run_results_sumary_a2f94b89d8.png) - **Duration**, number of test cases, average latency and tokens used. ![Test run info showing duration, number of test cases, average latency and tokens used](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726763907/test_run_info_977f6659dd.png) - **Bot settings**: a snapshot of the prompt, model and settings used for the run, so you can compare runs after changing them. ![The Bot settings snapshot for a test run, showing the prompt and the model, temperature, document relevance and context settings used](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726763907/test_run_bot_settings_28f2ce3dbf.png) - Each question with the bot's response and its checks. Click a result to see each check's **Pass** status and the **Reason** it passed or failed. ![Test case results listing each check's type, statement, threshold, Passed status and the reason it passed](https://res.cloudinary.com/djyjvrw5u/image/upload/v1726764094/test_case_results_b6098fefff.png) h2. Check it works Run your tests once before changing anything to get a baseline. After each change, run them again and compare the pass rate and the failed checks with the baseline. You can also create test cases and start runs from an AI assistant with the [MCP tools](https://chatthing.ai/docs/mcp/tools). h2. Troubleshooting h3. Answers that look right are failing Lower the check's **Threshold**, or reword the **Fact or statement** so it states only what matters. Open the result and read the **Reason** to see what the grader expected. h3. A question fails because the bot can't find the answer The problem is usually retrieval rather than the prompt. See [retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). h2. Related - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. - [Retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings): Control how much of your knowledge your bot reads for each message - document relevance, context documents, enhanced retrieval, sources and chunk size. - [Improve your bot's answers](https://chatthing.ai/docs/improve/improve-answers): Fix a bot that says "I don't know", gives wrong or made-up answers, goes off-topic, rambles, forgets context or replies in the wrong language. --- ### Limit how many tokens your bot can use Source: https://chatthing.ai/docs/bot-settings/usage-limits Description: Cap a bot's daily message token use, get an email before it hits the cap, limit message length, and see what people see when a limit is reached. h1. Limit how many tokens your bot can use Usage limits stop one bot using up your team's message tokens, whether from a busy day or from someone abusing the chat. When a bot reaches a limit, it replies with an error instead of using more tokens. **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Set a daily token limit 1. Open your bot and go to the **General settings** tab. 2. Scroll to **Usage limits** and turn on **Daily token limit**. 3. In **Daily token limit value**, enter the most message tokens the bot may use in a day (at least 1,000). 4. In **Set an email notification threshold**, enter the usage at which you want an email warning. It must be lower than the daily limit. 5. Check the note below the fields. It shows the share of your plan's monthly message tokens the bot could use if it hit the limit every day, for example "This limit will allow your bot to consume 25% of your plan message tokens over a month." 6. Click **Update bot**. New limits start at 1,000,000 tokens with a threshold of 750,000. h3. How the daily limit works - The day runs from midnight to midnight **UTC**. Usage resets at the start of each UTC day. - It counts the message tokens the bot uses on every channel: the website widget, API, Slack, Discord, Telegram, WhatsApp, email, scheduled tasks and tests. - When the bot's usage passes the notification threshold, every owner and admin in the team gets an email warning that the bot is close to its daily limit, with a **Manage usage limits** button. It's sent at most once a day, and can take up to 30 minutes to arrive. h2. Limit message length Very long messages cost more tokens and can reduce answer quality. New bots reject messages over 6,000 characters. 1. On the **General settings** tab, scroll to **Usage limits**. 2. Turn on **Maximum message length**. 3. Enter the limit in **Maximum characters per message**. 4. Click **Update bot**. The limit applies to every channel except email. You can also set it from an AI assistant with the [`update_bot` MCP tool](https://chatthing.ai/docs/mcp/tools) (`maxMessageCharLimit` and `maxMessageCharLimitValue`). h2. What people see when a limit is reached | Limit | Website widget | Slack, Discord, Telegram, WhatsApp, email | API | | --- | --- | --- | --- | | Daily token limit | "No more chats available. Daily token limit reached for this bot. We've alerted the owner." | "🚨 This bot has reached its daily message token limit." (Discord bots may say "This bot has reached its current usage limit.") | HTTP 429, code `bot_daily_token_limit_reached` | | Message too long | The message can't be sent, and the widget shows "Your message is too long. Please shorten it to 6000 characters or fewer." (with your limit) | See [troubleshooting](https://chatthing.ai/docs/bot-settings/usage-limits#people-on-slack-or-other-channels-get-no-reply-to-long-messages) | HTTP 429, code `bot_message_char_limit_reached` | | Team out of message tokens | "No more chats available. All available message tokens have been used up. We've alerted the owner and, hopefully, this will be fixed soon." | "🚨 Your bot has reached its message token limit. Please upgrade your plan." | HTTP 429, code `team_message_token_limit_reached` | The widget's message-too-long text is translated into the widget's languages; the other widget messages are in English. The team limit is your plan's monthly message token allowance, shared by all your bots. See [message tokens](https://chatthing.ai/docs/account/message-tokens) for how it resets and how to add more with [add-ons](https://chatthing.ai/docs/account/add-ons). h2. Check it works After saving, the **Usage limits** section shows your values. To test the daily limit without waiting, temporarily set a low value (such as 1,000), send a few messages in the widget, then set it back. h2. Troubleshooting h3. My bot stopped replying Check whether the bot hit its daily limit (it resets at midnight UTC) or your team has used its monthly message tokens. Raise the daily limit on the **General settings** tab, or add tokens with [add-ons](https://chatthing.ai/docs/account/add-ons). h3. The first message in a new chat shows "Rate limit reached." If the bot has already hit its daily limit when someone starts a new chat, the widget can show this shorter message instead. The cause and fix are the same as for the daily limit. h3. People on Slack or other channels get no reply to long messages Messages over the length limit are rejected. On some channels the rejection may not be shown to the sender. If your users regularly send long messages on those channels, raise **Maximum characters per message**. h2. Related - [Message tokens and what happens when you run out](https://chatthing.ai/docs/account/message-tokens): What message tokens are, how each message is counted, how model multipliers work, when tokens reset, and what happens when your team runs out. - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. - [Bot settings reference](https://chatthing.ai/docs/bot-settings/settings-reference): Every setting on your bot's General settings tab - what it does, its default and range, and which plans include it. --- ### Upgrade from Slack V1 (legacy) Source: https://chatthing.ai/docs/channels/slack-legacy Description: The original Slack V1 integration is deprecated. How to tell if your bot still uses it and how to upgrade to the current Slack integration. h1. Upgrade from Slack V1 (legacy) **Available on:** Standard, Pro, Enterprise plans. The original Slack integration (V1), which answered a slash command such as `/chatthing`, is deprecated. New Slack channels always use the current integration. If your bot still uses V1, upgrade it to get @mentions, direct messages, the assistant sidebar and the Slack power-ups. **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Check which version your bot uses Open your bot, select the **Channels** tab and click the settings (cog) icon on the **Slack** card. If a **Slack Channel Settings** window opens with the message "This channel is using our v1 old Slack integration", your bot uses V1. If the full **Slack channel settings** page opens instead, you're already on the current integration. h2. Upgrade to the current integration 1. Remove the old V1 app from your Slack workspace: go to your [Slack apps](https://api.slack.com/apps), open the old app and choose **Delete App**. ![The Delete App section of a Slack app's settings page with the Delete App button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1687366067/Xnapper_2023_06_21_17_42_05_2ce3a78c60.png) 2. In Chat Thing, open the Slack channel settings and click **Upgrade to V2 Slack Integration**. 3. Set up the new Slack app by following [Add your bot to Slack](https://chatthing.ai/docs/channels/slack#connect-your-bot-to-slack). After upgrading, people talk to the bot by mentioning it (for example `@botname`) or messaging it directly, instead of using the slash command. h2. Check it works Send the bot a direct message in Slack. It should reply without a slash command. h2. Related - [Add your bot to Slack](https://chatthing.ai/docs/channels/slack): Create a Slack app for your bot so your team can ask it questions with @mentions, direct messages or the Slack assistant sidebar. --- ### Answer phone calls with your bot Source: https://chatthing.ai/docs/channels/phone Description: Give your bot a phone number so it answers calls using your knowledge and power-ups, and transfers callers to your team when they ask for a person. h1. Answer phone calls with your bot **Available on:** Standard, Pro, Enterprise plans. Give your bot a real phone number. Callers hear your bot answer in a natural voice, using the same knowledge and power-ups it uses in chat, and it can transfer the call to your team when someone asks for a person. Every call is saved as a transcript in your conversations. > **Requirements** > > - **Plan:** Standard, Pro or Enterprise. On Free and Basic the **Phone** card shows an upgrade notice. > - **Voice minutes:** calls use minutes from your team's voice add-on. Each pack includes 60 minutes a month, shared by every bot on your team. See [Voice minutes](https://chatthing.ai/docs/account/voice-minutes). > - **A phone number:** rented in Chat Thing and billed monthly on your voice subscription. Numbers are available in the **United States** and the **United Kingdom**. > - **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. How it works 1. You rent a phone number in Chat Thing. Publish it, or keep your existing business line and forward the calls you miss to it. 2. When someone calls, your bot greets them, says it's an AI assistant and answers from your knowledge. 3. If the caller asks for a person, the bot can transfer the call to a number you choose. If nobody picks up, the bot takes a message. 4. After the call, you get a summary by email or text, and the transcript appears in your conversations alongside your other channels. The Phone channel uses the same voice engine as [voice calls in the web chat](https://chatthing.ai/docs/channels/website/voice), so the voice, language and answer-length settings work the same way. h2. Turn on the Phone channel 1. Open your bot and select the **Channels** tab. 2. Turn on the **Phone** card. Chat Thing opens the phone channel settings. 3. Work through the sections in order: **Test line**, **Phone number**, **Answer when you can't**, **After each call**, **Greeting and voice**, **Transfer to your team** and **Protection**. 4. Click **Save**. > **Phone numbers** > > Type phone numbers the way you normally would, such as `07700 900123` or `(212) 555-0123`. Numbers without a country code are read for your Chat Thing number's country, and Chat Thing saves them in international format (`+447700900123`). For a number in another country, include its country code. h2. Try it on the test line You can hear your bot on a call before renting a number. Every team gets **10 free test minutes a month** on a shared test line, separate from your voice packs. 1. In the **Test line** section, enter **Your phone number** (for example `07700 900123`) and click **Get a test PIN**. 2. Note the PIN. It lasts 24 hours and is only shown on this page. **New PIN** replaces the old one. 3. Call the test line number shown on the page **with your caller ID visible**, and enter the PIN when asked. Your bot answers as it would on its own number. Test line limits: - Up to five callers per bot, and ten test calls per caller per day. - Test minutes include any transfers you try, and reset on the first of each month (UTC). - Anyone with your PIN and caller ID can reach this bot's test line, so keep the PIN private. Your carrier's usual call charges apply. If the section says "The shared test line is not available yet", rent a number and test on that. h2. Get a phone number If your team doesn't have a voice subscription yet, the **Phone number** section links you to **Billing** to set one up first. 1. In the **Phone number** section, choose a **Country**: United States or United Kingdom. 2. **United States:** optionally enter an **Area code (optional)**, such as `415`, to get a local number. 3. **United Kingdom:** UK numbers are mobile numbers, and UK rules require a registered business address. Fill in **Business name**, **Street**, **City**, **County or region** and **Postcode**. 4. Check the price shown, then click **Get a number**. The monthly charge is added to your voice subscription, charged pro rata from today. The number is answered by your bot straight away. h2. Answer when you can't The **Answer when you can't** section sets how calls reach your bot: | Option | What happens | | --- | --- | | **Keep my number** (recommended) | Your existing business phone rings as normal, and the calls you miss are forwarded to your bot | | **Ring me first** | You give out your Chat Thing number. It rings your phone first, and your bot answers if you don't | | **Assistant answers** (default) | You give out your Chat Thing number, and your bot answers every call straight away | h3. Keep your existing business number You don't have to publish a new number. Keep the number on your van, website and Google listing, and forward the calls you miss to your Chat Thing number. 1. Choose **Keep my number** and enter **Your business number**. 2. Pick **Its phone network** and whether to forward **calls I miss, decline or can't take** (recommended) or **every call**. On most mobile networks you can also choose how long your phone rings first. 3. Copy the code shown, dial it on the phone with your business number and press call. The section also shows the code to undo it, and tips for your network. Digital landlines are set up in your provider's app instead. 4. Click **Test forwarding**. Chat Thing rings your business number from your Chat Thing number. **Don't answer it.** If your network forwards the call back, you'll see **Forwarding works**. If the call was answered (by you or your voicemail) or rang out, the section says which and what to change. 5. Click **Save**. Test calls are short and never reach your bot. You can run five an hour. Your phone carrier may charge you for forwarded calls. h3. Ring your phone first Choose **Ring me first**, then enter the **Phone to ring first** and how long to ring it (10 to 30 seconds). When a call comes in, you hear who is calling and press any key to answer. If you don't, or your phone is off, your bot answers. - Calls you answer use voice minutes at half rate (two minutes of talking uses one minute) and can last up to an hour. If you're low on minutes, a call you answer isn't cut short: it uses whatever minutes are left. - If your minutes run out, your phone still rings. Only the bot stops answering, and callers you miss hear that you can't take their call right now. h3. Release a number Click **Release number** if you no longer need it. Callers can no longer reach your bot on it, and the monthly charge is adjusted on your next invoice. Chat Thing holds the number for **seven days** before returning it to the carrier. If you released it by mistake, contact support within those seven days. h2. Greeting and voice | Setting | What it does | | --- | --- | | **Spoken greeting** | The first thing callers hear, for example "Thanks for calling Acme. How can I help today?" Chat Thing always adds a short AI disclosure if your greeting doesn't make it clear the caller is talking to an AI. Leave it blank for a default greeting. | | **When someone calls again** | **Start a new conversation** (default) or **Continue their previous conversation**, so the bot can see what was said last time. | | **Call voice** | 13 voices with British, Irish, Australian, North American and other accents. Press play for a prerecorded sample; it uses no call minutes. | | **Voice instructions** | Personality, tone and speaking style. Drafted from your bot's instructions the first time. Your bot still answers using its own instructions, knowledge and power-ups. Click **Regenerate from system prompt** for a fresh draft after changing the bot's instructions, then review and save. | | **Spoken language** | **Use the bot's default language**, **Auto - follow the caller**, or a fixed language | | **Answer length** | Short (up to 90 words), Medium (up to 180) or Long (up to 300). Shorter feels more natural on the phone. | | **Maximum call duration (minutes)** | 1 to 15, default 5. Thirty seconds before the limit, the bot starts wrapping up. | | **Monthly minutes for this bot (blank = team allowance)** | Cap this bot's monthly minutes, or 0 to pause new calls without turning the channel off. The cap doesn't reserve minutes for the bot. | > **Keep answers short** > > Callers can't skim. Short or medium answers, a greeting that names your business, and bot instructions that ask one question at a time all make calls feel more natural. h2. Transfer to your team 1. Turn on **Allow transfers**. 2. Enter your **Team phone number**, such as `07700 900123`. Transfers stay in the same country as your Chat Thing number (UK to UK, US to US). Premium-rate and other expensive destinations are blocked. 3. Set **Ring for (seconds)**: 10 to 60, default 25. 4. Choose **If nobody answers**: **Return to the bot to take a message** (default) or **Apologise and end the call**. The person answering hears who is calling and must press a key to accept. That means voicemail can never take the call, and the bot never tells the caller they're connected until someone has really picked up. - The bot tries one transfer per call. If it fails, it apologises and offers to take a message. - When taking a message, the bot asks for the caller's name, a callback number if it doesn't have one, and what they need, and confirms it back. - The time your team member spends on a transferred call uses voice minutes at half rate, and a transferred call can last up to an hour. - Until you add a team phone number, the bot takes messages instead of transferring. The [Talk to a human](https://chatthing.ai/docs/power-ups/talk-to-a-human) power-up also triggers a transfer on phone calls. h2. Protection Anyone can dial a public number, so these limits protect your minutes: | Setting | Range | Default | | --- | --- | --- | | **Calls at the same time** - extra callers hear that all lines are busy | 1 to 20 | 3 | | **Calls per caller per day** - callers over the limit are asked to try tomorrow | 1 to 500 | 30 | | **Reject withheld numbers** - callers who hide their number hear a short message and aren't connected | On or off | On | | **Blocked numbers (one per line)** - up to 200 numbers | - | None | Your bot's normal usage limits also apply. If the bot has reached its message token limit, callers are told the assistant is unavailable. If your team has run out of voice minutes, callers are asked to try again later. No minutes are used on rejected calls. h2. After the call h3. Call summaries by email and text A few seconds after each call, Chat Thing summarises it and tells you who called, why, how urgent it is, the details they gave (such as a postcode or a preferred time) and what the bot told them would happen next. Set this up in the **After each call** section. | Setting | What it does | | --- | --- | | **Email a summary** | On by default. Summaries go to up to three addresses, or to the team owner if you don't list any. | | **Text a summary to** | Up to three mobile numbers. Texts come from your Chat Thing number, so this needs a UK Chat Thing number, and texts go to UK mobiles. | | **Send a text for** | Every call, or only urgent calls. | | **What the text includes** | The caller's details and what they need, or just who called with a link. The second is more private, for example for clinics that don't want patient details on a lock screen. | | **What counts as urgent for you?** | Describe it in plain words, such as "burst pipes, no heating" or "severe pain or swelling". Without it, the bot uses common sense. | | **Tell me about hang-ups** | Callers who hang up before speaking are often worth a call back. | Spam, sales calls and wrong numbers are summarised but never emailed or texted. Calls you answered yourself aren't summarised. Click **Send a test summary** to see exactly what arrives. h3. Recent calls and transcripts - **Recent calls** on the settings page lists the 50 most recent calls: who called, why they called (urgent calls are marked), when, how long, and how the call ended (Completed, Answered by you, Transferred, No answer, Rejected or In progress). Test-line calls are marked. Click **View chat** to read the transcript. - Every call is saved as a conversation, showing a phone icon and the caller's number (or "Withheld caller"). The number is also saved in the conversation's user data, so webhooks and power-ups can use it. - Transfers are recorded in the transcript as system notes. - Phone conversations appear in [analytics](https://chatthing.ai/docs/manage/analytics) and trigger [webhooks](https://chatthing.ai/docs/developers/webhooks) like any other channel. The [Call ended](https://chatthing.ai/docs/channels/phone#call-ended-webhook) webhook sends every call's summary to your CRM, job management or booking software. Power-ups that run on the server (such as sending email, calling your API, Notion, Zapier and Slack) work during calls. Power-ups that run in the visitor's browser, such as website SDK power-ups and display cards, don't. h3. Call ended webhook The **Call ended** webhook fires a few seconds after a call ends, once the call has been summarised. Add it on your bot's **Webhooks** tab like any other outgoing webhook; see [Webhooks](https://chatthing.ai/docs/developers/webhooks) for setup, custom payloads, signing and retries. Spam and sales calls fire it too, so you can decide what to keep. | Field | Type | Description | | --- | --- | --- | | `event` | string | `call.ended` | | `timestamp` | string | When the event was sent (ISO 8601) | | `conversation.id`, `botId`, `botName`, `channelType`, `conversationLink` | | The call's conversation. `channelType` is `phone` | | `call.callerNumber` | string or null | The caller's number in international format, or `null` if they withheld it | | `call.startedAt`, `call.endedAt` | string | When the call started and ended | | `call.durationSeconds` | number | How long the call lasted | | `call.answeredBy` | string | `assistant`, `team` (someone on your team answered after the call rang your phone first) or `nobody` (the caller hung up before speaking) | | `call.testLine` | boolean | Whether the call came through the shared test line | | `call.callerName` | string | The caller's name, if they gave it | | `call.reason` | string | Why they called, as a short headline | | `call.summary` | string | One to three sentences on what they need | | `call.urgency` | string | `urgent`, `normal` or `low` | | `call.callType` | string | `enquiry`, `booking`, `existingCustomer`, `complaint`, `spamOrSales`, `wrongNumber` or `other` | | `call.followUp` | string | What to do next | | `call.promised` | string | What the bot told the caller would happen | | `call.callbackNumber` | string | A different number the caller asked to be called back on | | `call.details` | array | Facts the caller gave, as `{ "label", "value" }` pairs, such as a postcode or a preferred time | An empty string means the caller didn't say. In a custom payload, the short names `{{callerNumber}}`, `{{callerName}}`, `{{reason}}`, `{{callSummary}}`, `{{urgency}}` and `{{followUp}}` are available. ```json { "event": "call.ended", "deliveryId": "d3c5a9e8-1b2c-4f5a-9b8d-1a2b3c4d5e6f", "timestamp": "2026-03-10T12:20:00.000Z", "conversation": { "id": "abc-123", "botId": "def-456", "botName": "Support bot", "channelType": "phone", "conversationLink": "https://app.chatthing.ai/app/conversations/bot/def-456?conversation=abc-123" }, "call": { "callerNumber": "+447700900123", "startedAt": "2026-03-10T12:16:30.000Z", "endedAt": "2026-03-10T12:19:45.000Z", "durationSeconds": 195, "answeredBy": "assistant", "testLine": false, "callerName": "Sam Taylor", "reason": "Book an appointment", "summary": "Sam wants an appointment this week and asked about prices. They are a new customer.", "urgency": "normal", "callType": "booking", "followUp": "Call back to confirm a time", "promised": "Someone will call back today", "callbackNumber": "", "details": [{ "label": "Preferred time", "value": "Thursday morning" }] } } ``` h2. Minutes and billing - Each call reserves up to its **Maximum call duration** when it starts, or less if your team's remaining minutes, this bot's monthly limit or the time left in the billing period is smaller. A call needs at least 30 seconds to start, ends when its reserved time runs out, and gives back what it didn't use. - Call time includes silences and pauses while the bot looks things up. Looking things up also uses your plan's message tokens, as in chat. - Time a person on your team spends on a call (after a transfer, or when **Ring me first** puts a call through to you) uses minutes at half rate. - There are no overage charges. When minutes run out, the bot declines new calls until you add more or the allowance renews. **Add minutes now** on the billing page adds packs to the current period straight away; changing your monthly packs takes effect at your next renewal. With **Ring me first**, your phone still rings. Chat keeps working. See [Voice minutes](https://chatthing.ai/docs/account/voice-minutes) for packs, adding minutes and renewals. h2. Current limits - Numbers are available in the US and UK only. - Call audio isn't recorded; transcripts are text only. - The Phone channel texts call summaries to your team, but it doesn't text callers or receive texts. It only calls out to ring your own phone or test your forwarding. - You can't port in an existing number. Forward it instead. - Your team can't join a live call from Chat Thing. Use transfers to reach a person. h2. Check it works Call the test line or your new number, ask a question your bot should answer, then ask for a person to test the transfer. Check the call appears under **Recent calls** and that the summary arrives. If you forward your existing number, run **Test forwarding** too. h2. Troubleshooting h3. "Phone numbers need an active voice subscription" when renting a number Your team doesn't have a voice subscription yet. Follow the **Enable voice calls** link in the **Phone number** section; a team owner can add the subscription in **Billing**. h3. The UK address was rejected The carrier checks UK addresses against the business name. Check the postcode and use the registered business name exactly. h3. Callers hear "this number is not in service" The number isn't attached to an enabled phone channel. Check the **Phone** card is on and the number is listed in the settings. h3. Callers hear "we cannot take calls right now" Your team has run out of voice minutes, or this bot's monthly minutes cap has been reached. h3. Transfers are never accepted The person answering must press a key to accept. If calls go to voicemail first, increase **Ring for (seconds)** or check the team number. h3. Calls end after a few minutes Raise **Maximum call duration (minutes)**. Longer limits reserve more minutes per call. h2. Related - [Set up an AI receptionist for your phone line](https://chatthing.ai/docs/use-cases/ai-receptionist): Turn your bot into an AI receptionist that answers your business phone, answers questions from your content, takes messages and transfers callers. - [Voice minutes and phone numbers](https://chatthing.ai/docs/account/voice-minutes): How voice billing works - monthly packs of call minutes shared by your team, phone number rental, how minutes are counted and what happens when they run out. - [Let visitors talk to your bot with voice calls](https://chatthing.ai/docs/channels/website/voice): Add a call button to your web chat so visitors can have a spoken conversation with your bot, using the same knowledge, power-ups and conversation. --- ### Add your bot to Slack Source: https://chatthing.ai/docs/channels/slack Description: Create a Slack app for your bot so your team can ask it questions with @mentions, direct messages or the Slack assistant sidebar. h1. Add your bot to Slack **Available on:** Standard, Pro, Enterprise plans. Add your bot to your Slack workspace so your team can ask it questions where they already work. The bot answers from its knowledge, can use power-ups, and can summarise or post to channels when you give it the Slack power-ups. > **Standard, Pro and Enterprise** > > The Slack channel is included on the Standard, Pro and Enterprise plans. You also need permission to create and install apps in your Slack workspace. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). This page covers the current Slack integration. If your bot still uses the original version, see [Upgrade from Slack V1](https://chatthing.ai/docs/channels/slack-legacy). h2. Connect your bot to Slack [Video: add your bot to Slack (YouTube)](https://www.youtube.com/watch?v=8rOAtUw2RSE) *Video walkthrough, recorded in 2024. Some screens have changed since.* 1. Open your bot, select the **Channels** tab and turn on the **Slack** card. The **Slack channel settings** page opens. ![The Slack card in the Channels tab with its on/off toggle](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771825/docs/slack-channel-toggle.png) 2. Under **Slack app details**, enter an **App name** and a **Bot name**. The bot name is how people mention it in Slack, like `@botname`. It can differ from the app name. 3. Click **Create Slack app**. Slack opens in a new window. Choose the workspace to add the app to and click **Next**. ![Slack's Pick a workspace to develop your app dialog with a workspace selected and the Next button highlighted](https://res.cloudinary.com/djyjvrw5u/image/upload/v1687366060/Xnapper_2023_06_21_17_11_41_8fae167945.png) 4. Review the app's permissions and click **Create**. 5. On the new app's **Basic Information** page in Slack, copy the **Client ID**, **Client Secret** and **Signing Secret** into the matching fields under **Slack app configuration** in Chat Thing. Click **Show** in Slack before copying each secret, otherwise you'll copy the hidden placeholder. 6. Click **Install to workspace**. Slack asks for permission to add the app to your workspace; click **Allow**. ![Slack's permission request screen listing what the app can view and do, with Cancel and Allow buttons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1732875273/Accept_Slack_Permissions_Install_1_1a22479c7c.webp) 7. Back in Chat Thing, a success message appears and the **Bot user ID** and **Bot token** fields are filled in. If nothing opens at step 3 or 6, your browser blocked the pop-up. Allow pop-ups for Chat Thing and try again. ![The Slack app details section with App name and Bot name fields and the Create Slack app button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771826/docs/slack-bot-handle-config.png) ![The Slack app configuration section with Client ID, Client secret and Signing secret fields, the Install to workspace button, and the Bot user ID and Bot token fields](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771828/docs/slack-credentials.png) h2. Talk to your bot in Slack - **@mention it in a channel or thread.** Invite the bot to the channel and include its handle in your message. It only replies to messages that mention it, so mention it again when you follow up. ![A Slack message that @mentions the bot with an image attached, and the bot's reply describing the image](https://res.cloudinary.com/djyjvrw5u/image/upload/v1732882008/Talk_to_Slack_Bot_Handle_b6ec23d583.webp) - **Direct message it.** Click the bot's name under **Direct messages** in Slack. In a DM it replies to every message, no mention needed. - **Use the assistant sidebar.** Open the bot from the AI assistant area at the top right of Slack. It opens in a panel next to your current channel, replies to every message, and keeps a history of your previous chats with it. ![The History view in Slack's assistant panel listing previous chats with the bot](https://res.cloudinary.com/djyjvrw5u/image/upload/v1732883187/Slack_Assistant_History_8642c1de4e.webp) h2. Summarise channels and post messages When you mention the bot in a channel, it sees a limited amount of recent message history. Add these power-ups to let it do more: - **Slack Get History** - reads the full history of any channel the bot has been added to, for questions like "Summarise what happened in #general this week". ![The Slack Get History power-up card](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771829/docs/slack-get-history-powerup.png) - **Slack Send Message** - posts messages into any channel the bot has been added to, for requests like "Write a summary of this week and post it in #announcements". ![The Slack Send Message power-up card](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771830/docs/slack-send-message-powerup.png) See [Slack power-ups](https://chatthing.ai/docs/power-ups/slack) for setup. h2. Schedule a weekly summary Combine the Slack power-ups with a [scheduled task](https://chatthing.ai/docs/bot-settings/scheduled-tasks) to have the bot post a report on its own. For example, a task that runs every Monday at 9am with a goal like: ```text Write a Monday morning report on everything that happened last week. Get all messages from the previous week in these Slack channels: * general * sales * support For each channel, summarise what happened and highlight any actions that need following up. Mention people if you need a response from them. Don't reply with the report. Post it straight into the team-updates channel. ``` The bot needs the **Slack Get History** and **Slack Send Message** power-ups and must be added to every channel it reads from or posts to. h2. Change the bot's name or icon - **Icon:** change it in your Slack app's **Basic Information** page on the Slack website. ![The Display Information section of a Slack app's settings, with App name, Short description, App icon preview and Background color](https://res.cloudinary.com/djyjvrw5u/image/upload/v1732883886/Change_Slack_Bot_Icon_ea68985106.webp) - **Name:** the simplest way is to delete the app in Slack (on the app's settings page, choose **Delete App**), change the **App name** or **Bot name** in Chat Thing, and repeat the connection steps from step 3. ![The Delete App section of a Slack app's settings page with the Delete App button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1687366067/Xnapper_2023_06_21_17_42_05_2ce3a78c60.png) h2. Check it works Send the bot a direct message in Slack with a question it should be able to answer. The conversation also appears in [Conversations](https://chatthing.ai/docs/manage/conversations). h2. Troubleshooting h3. The bot doesn't reply in a channel Check the bot has been added to the channel and that your message mentions it with its handle. In channels and threads it only replies to messages that mention it. h3. Installation fails or the bot token doesn't appear The most common cause is copying a hidden secret. Click **Show** next to the **Client Secret** and **Signing Secret** in Slack, copy them again, paste them into Chat Thing and click **Install to workspace** again. h3. The bot replies "This bot is currently unavailable" The Slack channel is turned off. Turn the **Slack** card back on in the **Channels** tab. h2. Related - [Send and read Slack messages from your bot](https://chatthing.ai/docs/power-ups/slack): Let your bot post messages to Slack channels and threads, and read channel history to answer questions like "What happened in - [Schedule tasks for your bot](https://chatthing.ai/docs/bot-settings/scheduled-tasks): Have your bot carry out a task on a schedule, such as a weekly summary or a daily check, using its knowledge and power-ups. - [Answer your team's questions with an internal helpdesk bot](https://chatthing.ai/docs/use-cases/internal-helpdesk): Set up a bot that answers staff questions about IT, HR, policies and processes from your internal docs, in Slack, Discord or a private web page. --- ### Let your bot answer emails Source: https://chatthing.ai/docs/channels/email Description: Give your bot its own email address so it replies to emails using your knowledge, or processes forwarded emails with power-ups without replying. h1. Let your bot answer emails **Available on:** Standard, Pro, Enterprise plans. Every bot can have its own email address. Send or forward emails to it and the bot replies using its knowledge, or processes them with power-ups - for example creating a ticket in Notion - without replying. > **Standard, Pro and Enterprise** > > The Email channel is included on the Standard, Pro and Enterprise plans. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Steps [Video: set up the Email channel (YouTube)](https://www.youtube.com/watch?v=3Ydvr---jjs) *Video walkthrough, recorded in 2025. Some screens have changed since.* 1. Open your bot, select the **Channels** tab and turn on the **Email** card. The **Email channel settings** page opens. ![The Email card on the Channels tab, with its toggle switched off](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771849/docs/email-channel-toggle.png) 2. Under **Bot email**, copy your bot's email address. It ends in `@bots.chatthing.ai`. 3. Under **Auto respond**, choose whether the bot replies to emails: - **Auto reply** on - the bot answers every email it receives. - **Auto reply** off - the bot reads and processes emails (for example with power-ups) but doesn't reply. 4. If you changed **Auto reply**, click **Save**. ![The Bot email section showing the bot's dedicated email address](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771850/docs/email-bot-email.png) ![The Auto respond section with the Auto reply toggle turned on](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771851/docs/email-auto-respond.png) h2. Ways to use it - **Answer customer emails:** forward emails from your support address to the bot's address, with **Auto reply** on. - **Process emails without replying:** turn **Auto reply** off and add power-ups, so the bot can, for example, log each forwarded email as a Notion page or pass it to another system with [Call your API](https://chatthing.ai/docs/power-ups/call-your-api). h2. Check it works Send an email to the bot's address from your own email account with a question it should answer. With **Auto reply** on, you should get a reply by email. The conversation also appears in [Conversations](https://chatthing.ai/docs/manage/conversations). h2. Troubleshooting h3. The bot doesn't reply Check **Auto reply** is on and that you clicked **Save**. Check your spam folder for the reply. h3. The bot replies "This bot is currently unavailable" The Email channel is turned off. Turn the **Email** card back on in the **Channels** tab. h2. Related - [How power-ups work](https://chatthing.ai/docs/power-ups/how-power-ups-work): What power-ups are, how to add, edit, turn off and delete them, how your bot decides to use one, and what visitors see in the chat. - [Channels](https://chatthing.ai/docs/channels): Where your bot talks to people - your website, WhatsApp, Slack, Discord, Telegram, email and the API - and which plans include each channel. --- ### Channels Source: https://chatthing.ai/docs/channels Description: Where your bot talks to people - your website, WhatsApp, Slack, Discord, Telegram, email and the API - and which plans include each channel. h1. Channels A channel is a place where people can talk to your bot. Every bot has the **Web** channel switched on, so you can chat to it on its own page or add it to your website as a chat widget. The other channels connect the same bot to WhatsApp, Slack, Discord, Telegram, email or your own app. The bot uses the same instructions, knowledge and power-ups everywhere, and conversations from every channel appear in [Conversations](https://chatthing.ai/docs/manage/conversations). h2. Which channels are on which plans | Channel | What it's for | Plans | | --- | --- | --- | | [Website](https://chatthing.ai/docs/channels/website) | A chat widget or embedded chat on your site, plus a shareable bot page | All plans | | [WhatsApp](https://chatthing.ai/docs/channels/whatsapp) | Answer messages sent to your WhatsApp Business number | Standard, Pro, Enterprise | | [Slack](https://chatthing.ai/docs/channels/slack) | Ask the bot questions in your Slack workspace | Standard, Pro, Enterprise | | [Discord](https://chatthing.ai/docs/channels/discord) | Answer slash commands, @mentions and DMs in a Discord server | Standard, Pro, Enterprise | | [Telegram](https://chatthing.ai/docs/channels/telegram) | Run the bot as a Telegram bot | Standard, Pro, Enterprise | | [Email](https://chatthing.ai/docs/channels/email) | Give the bot its own email address that it answers | Standard, Pro, Enterprise | | [API](https://chatthing.ai/docs/developers/chat-api) | Build your own integration with the Chat API | Standard, Pro, Enterprise | | [Phone](https://chatthing.ai/docs/channels/phone) | Answer calls to a phone number and transfer callers to your team | Standard, Pro, Enterprise, plus the [voice add-on](https://chatthing.ai/docs/account/voice-minutes) | [Voice calls](https://chatthing.ai/docs/channels/website/voice) in the website widget work on any paid plan with the voice add-on. On the Free and Basic plans, cards for channels your plan doesn't include show **Not included in subscription plan. Upgrade your plan to use.** See [Compare plans](https://chatthing.ai/docs/account/plans). h2. Turn a channel on or off 1. Open your bot and select the **Channels** tab. 2. Turn on the toggle on the channel's card. 3. Click the settings (cog) icon on the card to configure the channel. Most channels need some setup before they work. Only team owners and admins can open the **Channels** tab. ![The Channels tab, showing a card with an on/off toggle and a settings icon for each channel](https://res.cloudinary.com/djyjvrw5u/image/upload/v1707321265/channels_1e9122c4c0.png) If you turn off WhatsApp, Slack, Discord, Telegram or email, the bot stops answering there and replies to new messages with "This bot is currently unavailable. Please try again later." Your settings are kept, so you can turn the channel back on without setting it up again. h2. Most common tasks - [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install) - [Remove the "Powered by Chat Thing" branding](https://chatthing.ai/docs/channels/website/branding) - [Fix a widget that doesn't appear](https://chatthing.ai/docs/channels/website/troubleshooting) - [Connect WhatsApp](https://chatthing.ai/docs/channels/whatsapp) h2. In this section - [Website chat widget](https://chatthing.ai/docs/channels/website): Put your bot on your website as a floating chat widget, an embedded chat or a shareable page, then match it to your brand. - [Connect your bot to WhatsApp](https://chatthing.ai/docs/channels/whatsapp): Connect your bot to a WhatsApp Business number through a Meta app, so it answers WhatsApp messages using your knowledge and power-ups. - [Add your bot to Slack](https://chatthing.ai/docs/channels/slack): Create a Slack app for your bot so your team can ask it questions with @mentions, direct messages or the Slack assistant sidebar. - [Add your bot to a Discord server](https://chatthing.ai/docs/channels/discord): Connect your bot to Discord so it answers slash commands, @mentions and direct messages in your server, using your knowledge and power-ups. - [Connect your bot to Telegram](https://chatthing.ai/docs/channels/telegram): Create a Telegram bot with BotFather and connect it to Chat Thing, so anyone can chat to your bot in Telegram. - [Let your bot answer emails](https://chatthing.ai/docs/channels/email): Give your bot its own email address so it replies to emails using your knowledge, or processes forwarded emails with power-ups without replying. - [Answer phone calls with your bot](https://chatthing.ai/docs/channels/phone): Give your bot a phone number so it answers calls using your knowledge and power-ups, and transfers callers to your team when they ask for a person. - [Upgrade from Slack V1 (legacy)](https://chatthing.ai/docs/channels/slack-legacy): The original Slack V1 integration is deprecated. How to tell if your bot still uses it and how to upgrade to the current Slack integration. h2. Related - [Compare plans](https://chatthing.ai/docs/account/plans): What each Chat Thing plan costs and includes - monthly and yearly prices, bots, data sources, tokens, channels, power-ups and team members. - [Review customer conversations](https://chatthing.ai/docs/manage/conversations): Find, filter and read every conversation your bots have with customers, see AI summaries and user details, and share or download transcripts. --- ### Connect your bot to Telegram Source: https://chatthing.ai/docs/channels/telegram Description: Create a Telegram bot with BotFather and connect it to Chat Thing, so anyone can chat to your bot in Telegram. h1. Connect your bot to Telegram **Available on:** Standard, Pro, Enterprise plans. Run your bot as a Telegram bot that anyone can message. > **Standard, Pro and Enterprise** > > The Telegram channel is included on the Standard, Pro and Enterprise plans. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Create a bot with BotFather Telegram bots are created with BotFather, Telegram's own bot for managing bots. [Video: connect a bot to Telegram (YouTube)](https://www.youtube.com/watch?v=mrVl5hTFJ5Y) *Video walkthrough, recorded in 2024. Some screens have changed since.* 1. Open [t.me/BotFather](https://t.me/BotFather) and start a chat with it in Telegram. ![The BotFather page on t.me with a Send Message button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1721395679/telegram_bot_father_send_message_1bfdb6a869.png) ![A new chat with BotFather in Telegram, with a Start button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1721395679/telegram_bot_father_empty_8e132aa12f.png) 2. Send `/newbot`. ![BotFather's list of commands, starting with /newbot](https://res.cloudinary.com/djyjvrw5u/image/upload/v1721395679/telegram_bot_father_start_e570d054c1.png) 3. Send a display name for your bot. ![BotFather replying to /newbot and asking for a name for the bot](https://res.cloudinary.com/djyjvrw5u/image/upload/v1721395678/telegram_bot_father_new_3bb69543bb.png) 4. Send a username for your bot. It must be unique and end in `bot`, for example `acme_help_bot`. 5. BotFather replies with a token. Copy it. You can use BotFather's other commands later to set your bot's description and profile picture. h2. Connect it to Chat Thing 1. In Chat Thing, open your bot, select the **Channels** tab and turn on the **Telegram** card. The **Telegram channel settings** page opens. ![The Telegram card on the Channels tab, with its toggle switched off](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771840/docs/telegram-channel-toggle.png) 2. Under **Bot details**, enter the username in **Bot user name** and paste the token into **Authentication token**. 3. Click **Save**. ![The Telegram Bot details section with Bot user name and Authentication token fields](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771842/docs/telegram-settings.png) h2. Check it works Once you've saved, the settings page shows a link to your bot in the format `t.me/your_bot_username`. Open it, start a chat and ask a question your bot should answer. The conversation also appears in [Conversations](https://chatthing.ai/docs/manage/conversations). h2. Troubleshooting h3. The bot doesn't reply Check the **Authentication token** is the latest one from BotFather (asking BotFather for a new token makes the old one stop working) and that the **Bot user name** matches the username you created. Save again after any change. h3. The bot replies "This bot is currently unavailable" The Telegram channel is turned off. Turn the **Telegram** card back on in the **Channels** tab. h2. Related - [Channels](https://chatthing.ai/docs/channels): Where your bot talks to people - your website, WhatsApp, Slack, Discord, Telegram, email and the API - and which plans include each channel. --- ### Add your bot to a Discord server Source: https://chatthing.ai/docs/channels/discord Description: Connect your bot to Discord so it answers slash commands, @mentions and direct messages in your server, using your knowledge and power-ups. h1. Add your bot to a Discord server **Available on:** Standard, Pro, Enterprise plans. Bring your bot into a Discord server so your community can ask it questions. > **Standard, Pro and Enterprise** > > The Discord channel is included on the Standard, Pro and Enterprise plans. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. What the bot can do Chat Thing connects to Discord in one of two ways, called transports. You choose one at the top of the channel settings. | | **Gateway (recommended)** | **Legacy** | | --- | --- | --- | | Answer a slash command | Yes | Yes | | Reply to @mentions in channels | Yes | No | | Reply to direct messages | Yes | No | | Keep context in threads | Yes | No | | Read recent channel messages when @mentioned | Yes | No | | Needs the Message Content Intent | Yes | No | New channels use **Gateway**. Choose **Legacy** only if you want slash commands alone and don't want to turn on extra Discord permissions. ![The Discord transport selector with Gateway (recommended) and Legacy options](https://res.cloudinary.com/djyjvrw5u/image/upload/v1777999783/docs/discord-transport-selector.png) h2. Create a Discord application [Video: connect a bot to Discord (YouTube)](https://www.youtube.com/watch?v=DCBzxgWjyJk) *Video walkthrough, recorded in 2024 before the Gateway transport existed. Some screens have changed since.* 1. Go to the [Discord developer portal](https://discord.com/developers/applications) and click **New Application**. 2. Give it a name and create it. ![Discord's Create an application dialog with the Name field filled in, the terms checkbox ticked and the Create button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1688047072/Xnapper_2023_06_29_14_57_20_a7cc7c4ef0.png) 3. On the application's **General Information** page, copy the **Application ID**. h2. Connect it to Chat Thing 1. In Chat Thing, open your bot, select the **Channels** tab and turn on the **Discord** card. The **Discord bot settings** page opens. ![The Discord card in the Channels tab with its on/off toggle](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771833/docs/discord-channel-toggle.png) 2. Under **Discord transport**, keep **Gateway (recommended)** or choose **Legacy**. 3. Paste the ID into **Application ID**. The rest of the settings appear. 4. Under **Credentials**, fill in the three values from the Discord developer portal. The links in this section take you to the right pages. - **Client secret** - on the **OAuth2** page. Click **Reset Secret** to reveal it. - **Bot public key** - the **Public Key** on the **General Information** page. - **Bot token** - on the **Bot** page. Click **Reset Token** to reveal it. ![The Credentials section with Client secret, Bot public key and Bot token fields](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771836/docs/discord-credentials.png) ![The Token section on the Bot page in the Discord developer portal with the Reset Token button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1688048778/Xnapper_2023_06_29_15_25_16_7e19a9643c.png) 5. **Gateway only:** on the **Bot** page in Discord, under **Privileged Gateway Intents**, turn on **Message Content Intent** and save. Without it the bot can't read @mentions or DMs, and saving in Chat Thing fails. 6. Optional: under **Bot command**, set the **Bot slash command** (for example `/askbot`) and **Bot slash command description**. The command must start with `/`, use only lowercase letters and numbers, and be at least 4 characters long. ![The Bot command section with the Bot slash command and Bot slash command description fields](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771839/docs/discord-bot-command.png) 7. Click **Save**. Do this before the next step. 8. Under **Integration URLs**, copy the **Interactions endpoint URL** and paste it into **Interactions Endpoint URL** on the **General Information** page in Discord. Save the changes in Discord. ![The Interactions Endpoint URL field in the Discord developer portal with a Chat Thing commands URL pasted in](https://res.cloudinary.com/djyjvrw5u/image/upload/v1688049387/Xnapper_2023_06_29_15_34_34_efc83fbca1.png) 9. Copy the **OAuth2 redirect URL** and add it as a redirect on the **OAuth2** page in Discord. Save the changes in Discord. ![The Redirects section of Discord's OAuth2 page with the Chat Thing callback URL added](https://res.cloudinary.com/djyjvrw5u/image/upload/v1688049387/Xnapper_2023_06_29_15_33_55_b5ffce5624.png) 10. Under **Add to Discord**, click **Add to Discord**, choose your server and authorise the bot. With Gateway, the bot asks for permission to read messages so it can respond to @mentions; with Legacy it only asks to send messages. ![The Add to Discord section of the Discord bot settings with the Add to Discord button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773771838/docs/discord-add-to-discord.png) ![Discord's Success screen confirming the app has been authorised and added to the server](https://res.cloudinary.com/djyjvrw5u/image/upload/v1688049865/Xnapper_2023_06_29_14_23_14_aa3a0113bd.png) h2. Choose how much channel history the bot sees With Gateway, when someone @mentions the bot in a channel, it reads the most recent messages there before replying, so it can answer follow-ups like "what does everyone think?". If the @mention is a reply to another message, the bot also sees that message. Discord @mentions are turned into people's names so replies read naturally. Set how many messages it reads with **Recent messages to include** in the **Ambient context window** section: 0 to 20, default 10. At 0 the bot doesn't read recent messages, but it still sees the message someone replied to. ![The Ambient context window section with the Recent messages to include slider set to 10 messages](https://res.cloudinary.com/djyjvrw5u/image/upload/v1777999009/docs/discord-ambient-context-window.png) For older or cross-channel history on demand, add the **Discord Get Channel History** power-up - see [Discord power-ups](https://chatthing.ai/docs/power-ups/discord). h2. Switch transport You can change transport at any time in the channel settings: - The **Interactions endpoint URL** changes when you switch. Copy the new one into Discord's **General Information** page and save. - If you switch to Gateway, turn on **Message Content Intent** in Discord first. - Your slash command is registered again automatically when you save. - The **Ambient context window** setting only appears with Gateway. h2. Change the bot's name or icon Change the icon on the application's **General Information** page, and the display name on the **Bot** page, in the Discord developer portal. h2. Check it works In your Discord server, use the slash command or @mention the bot with a question it should answer. The conversation also appears in [Conversations](https://chatthing.ai/docs/manage/conversations). h2. Troubleshooting h3. Settings won't save with the Gateway transport Saving checks that **Message Content Intent** is on. Turn it on under **Privileged Gateway Intents** on the **Bot** page in Discord, then save again. h3. Discord won't save the Interactions endpoint URL Discord checks the URL when you save. This fails if you haven't saved the **Client secret**, **Bot public key** and **Bot token** in Chat Thing yet, or if one of them is wrong. Check them, click **Save** in Chat Thing, then try again in Discord. h3. I've done every step and the bot doesn't respond The usual cause is a credential pasted into the wrong field. Reset the client secret and bot token in Discord, paste them in again, click **Save** and try again. With Gateway, also check **Message Content Intent** is on. h3. The bot doesn't know about earlier messages in the channel - Check **Recent messages to include** isn't set to 0. - The bot only reads as many messages as the setting allows. Increase it, or add the [Discord Get Channel History power-up](https://chatthing.ai/docs/power-ups/discord). - Check **Message Content Intent** is on, and that the bot has permission to read the channel in your server's role settings. - Recent-message context only works with Gateway. h3. The bot replies "This bot is currently unavailable" The Discord channel is turned off. Turn the **Discord** card back on in the **Channels** tab. h2. Related - [Read Discord channel history from your bot](https://chatthing.ai/docs/power-ups/discord): Let your bot pull message history from any Discord channel it can access, for cross-channel summaries or messages older than its usual context. - [Channels](https://chatthing.ai/docs/channels): Where your bot talks to people - your website, WhatsApp, Slack, Discord, Telegram, email and the API - and which plans include each channel. --- ### Control who can use your web chat Source: https://chatthing.ai/docs/channels/website/access-and-security Description: Password-protect your bot, turn on spam protection, understand where the widget can be embedded and when to allow advanced SDK features. h1. Control who can use your web chat By default, anyone who can reach your bot - through the widget on your site or the bot's link - can chat to it. These settings let you restrict access and cut down on abuse. **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). All of them are in the web channel settings: open your bot, select the **Channels** tab and click the settings (cog) icon on the **Web** card. Click **Update settings** after any change. h2. Require a password Use a password if the bot has access to information that only certain people should see, such as an internal knowledge bot. 1. In the **Access control** section, turn on **Require a password**. 2. Enter the **Password**. 3. Click **Update settings**. Visitors are asked for the password before they can start a conversation. This applies to the widget, iframe embeds and the bot's own page. Share the password only with the people who should use the bot. ![The password prompt visitors see on a password-protected bot, with a Password field and Login button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424889/docs/web-channel-password-prompt.png) ![The Access control settings with Require a password turned on and a Password field](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773426106/docs/web-channel-settings-password-protection.png) h2. Turn on spam protection If you're getting automated or junk messages through your web chat, turn on **Spam protection** in the **Advanced features** section. It uses Cloudflare Turnstile to check that visitors are human before their messages are accepted. ![The Advanced features section with the Spam protection and Advanced SDK features toggles](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424895/docs/web-channel-settings-advanced-features.png) Only turn it on if you're actually seeing spam. It adds a verification step, which can occasionally slow down genuine visitors. To limit how much a single visitor can use the bot, set a per-user message limit in the bot's [usage limits](https://chatthing.ai/docs/bot-settings/usage-limits). h2. Where your bot can be embedded Chat Thing doesn't restrict which websites can embed your bot. There's no list of allowed domains: the embed code works on any site it's pasted into, and the bot's page works for anyone with the link. If a bot must only be used by certain people, protect it with a password. h2. Advanced SDK features The **Advanced SDK features** toggle in **Advanced features** lets code on the page where the widget is embedded change how the bot behaves: add context, extend or replace its instructions, and register client-side power-ups. It's off by default. > **Only turn this on for pages you control** > > With **Advanced SDK features** on, any script running on a page that embeds your bot can change the bot's instructions. The settings page warns: "Please be aware this could increase the risk of your bot being hijacked." Only turn it on if you need these features and you control every page the bot is embedded on. What each feature does and how to use it is covered in the [JavaScript SDK](https://chatthing.ai/docs/developers/javascript-sdk) docs. h2. How visitors' data is handled For where conversations are stored, who can see them and how AI providers use your data, see [Security and data](https://chatthing.ai/docs/account/security-and-data). h2. Check it works Open your bot's page (**Open bot**) in a private or incognito window. With a password set, you should see the password prompt before the chat. h2. Troubleshooting h3. Visitors say they can't send messages after I turned on spam protection Ask them to reload the page and try again, and check that browser extensions aren't blocking Cloudflare's verification. If it keeps happening and you aren't getting spam, turn **Spam protection** off. h3. I want the widget only on my own website There isn't a domain allow-list. Only paste the embed code into your own sites, and use a password for bots that shouldn't be public. h2. Related - [Security and data handling](https://chatthing.ai/docs/account/security-and-data): Where Chat Thing stores your data, which AI providers process it, whether it's used for training, how access and deletion work, GDPR, DPA and SOC 2. - [Fix chat widget problems](https://chatthing.ai/docs/channels/website/troubleshooting): What to check when the chat widget doesn't appear, shows old colours, blocks page scrolling or won't load on your website. --- ### Change how the chat widget looks and behaves Source: https://chatthing.ai/docs/channels/website/appearance Description: Set the widget's colours, light or dark mode, icons, welcome message, first message preview, link behaviour and voice input from the web channel settings. h1. Change how the chat widget looks and behaves Match the chat widget to your brand and choose what visitors can see and do, without writing any code. **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Open the web channel settings 1. Open your bot and select the **Channels** tab. 2. Click the settings (cog) icon on the **Web** card. 3. Make your changes, then click **Update settings** at the bottom of the page. h2. Colours, theme and icons In the **Appearance & branding** section, turn on **Custom theming**. These settings appear: | Setting | What it changes | | --- | --- | | **Theme mode** | **Light** or **Dark** chat window | | **Primary colour** | The send button and the background of the bot's avatar | | **Secondary colour** | The background of the visitor's avatar | | **Widget button colour** | The round button that opens the chat widget | | **Assistant icon** | The bot's avatar. It's also used as the icon on the widget button. | | **User icon** | The visitor's avatar | Icons must be smaller than 25 KB and ideally square. ![The Appearance and branding settings with Custom theming on, showing Theme mode, the three colour pickers and the assistant and user icons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424892/docs/web-channel-settings-appearance.png) ![A chat window themed with a red primary colour](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773426105/docs/web-channel-themed-bot.png) The same section has the **Remove Chat Thing branding?** toggle. See [Remove the Chat Thing branding](https://chatthing.ai/docs/channels/website/branding). h2. Welcome message and example questions The bot's opening message and the suggested questions shown when a chat starts are bot settings, not web channel settings. Change them in your bot's **General settings** under **Welcome message** and **Example questions**. See the [settings reference](https://chatthing.ai/docs/bot-settings/settings-reference). h2. What visitors can see and do The **Widget behaviour** section controls the chat window: | Setting | What it does | Default | | --- | --- | --- | | **Show bot name** | Shows the bot's name at the top of the chat | On | | **New chat button** | Lets visitors start a fresh conversation | On | | **Share chat button** | Lets visitors copy a link to their conversation | On | | **Persist chat** | Keeps a visitor's conversation between visits on the same device, so they can pick up where they left off | Off | | **First message preview** | Shows the bot's welcome message in a bubble above the widget button before the chat is opened | Off | | **Message preview delay** | How long to wait, from 0 to 10 seconds, before the preview bubble appears | 3 seconds | | **Language** | The language of the widget's buttons and labels. See [Languages](https://chatthing.ai/docs/channels/website/languages). | English | ![The Widget behaviour settings with toggles for Show bot name, New chat button, Share chat button, Persist chat and First message preview, and the Language menu](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424893/docs/web-channel-settings-widget-behaviour.png) The preview bubble uses your theme mode, so it matches a light or dark widget. ![A website with the chat widget button and a first message preview bubble above it](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773426103/docs/web-channel-first-message-preview.png) h2. Link behaviour When an answer contains a link, it opens in a new tab by default. If you've embedded the bot in your own page, you may want links to that page to scroll the visitor there instead. Choose this under **Link behaviour** in the **Advanced features** section: - **New tab (default)** - every link opens in a new browser tab. - **Same page as the embed** - links open in the page the bot is embedded in, so a link to a section of that page scrolls to it. > **The bot must answer with full web addresses** > > **Same page as the embed** only applies to full addresses such as `https://example.com/pricing#plans`. A short link such as `#plans` still opens in a new tab. If your bot writes short links, add a line to its [instructions](https://chatthing.ai/docs/bot-settings/instructions) telling it to always include your full domain. > > With this option, any full address in an answer navigates the visitor away from the page they're on, including links to other websites. If your bot often links to other sites, keep **New tab**. h2. Voice input and read-aloud Two settings in **Advanced features** let visitors use their voice: - **Audio input** - adds a microphone button to the message box. Visitors record their question and it's turned into text, ready to send. - **Audio output** - adds a speaker button to each answer, which reads it aloud. Choose a **Voice** and press play to hear a sample before saving. ![The Advanced features section with toggles for Advanced SDK features, Audio input, Audio output and Spam protection](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424895/docs/web-channel-settings-advanced-features.png) Both are on by default. Turn them off if you don't want them. ![The chat window showing the microphone button in the message box and a speaker button next to an answer](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424881/docs/web-channel-bot-conversation-audio.png) h2. Position, size and other layout options The widget button sits in the bottom-right corner by default. To move it to the bottom left, add a text label next to it, open the chat automatically, let visitors resize the window or restyle it completely, use the widget's code options. See [Customise the widget with code](https://chatthing.ai/docs/channels/website/customise-with-code). h2. Check it works 1. Click **Update settings**. 2. Click **Open bot** or **Test** on your bot's dashboard and check the chat looks the way you want. 3. If you changed the theme, icons, language or first message preview, click **Embed**, copy the widget code again and replace the old code on your website. Those settings are written into the embed code, so your site keeps the old look until you update it. h2. Troubleshooting h3. My colours changed in the chat but not on the widget button The widget button's colour and icon come from the embed code on your site. Copy the code from **Embed** again and replace the old code. h3. I can't upload an icon Icons must be smaller than 25 KB. Resize or compress the image and try again. h2. Related - [Remove the "Powered by Chat Thing" branding](https://chatthing.ai/docs/channels/website/branding): Hide the "Powered by Chat Thing" footer from your chat widget, embedded chat, bot page and shared chats. Available on Standard, Pro and Enterprise. - [Customise the chat widget with code](https://chatthing.ai/docs/channels/website/customise-with-code): Every chatThingConfig option for the Chat Thing widget - position, colours, launcher label, auto-open, per-language greetings and full CSS overrides. - [Set the widget language and the language your bot answers in](https://chatthing.ai/docs/channels/website/languages): Translate the chat widget's buttons and labels into one of 10 languages, control which language your bot answers in, and run the bot on a multilingual website. --- ### Remove the "Powered by Chat Thing" branding Source: https://chatthing.ai/docs/channels/website/branding Description: Hide the "Powered by Chat Thing" footer from your chat widget, embedded chat, bot page and shared chats. Available on Standard, Pro and Enterprise. h1. Remove the "Powered by Chat Thing" branding **Available on:** Standard, Pro, Enterprise plans. Turn off the "Powered by Chat Thing" footer so the chat shows only your own branding. > **Standard, Pro and Enterprise** > > Removing the branding is included on the **Standard**, **Pro** and **Enterprise** plans. On Free and Basic the toggle is greyed out. See [Compare plans](https://chatthing.ai/docs/account/plans) to upgrade. > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Steps 1. Open your bot and select the **Channels** tab. 2. Click the settings (cog) icon on the **Web** card. 3. In the **Appearance & branding** section, turn on **Remove Chat Thing branding?**. 4. Click **Update settings**. You don't need to change the embed code on your website. The change applies straight away. h2. What changes With the toggle on, the "Powered by Chat Thing" footer is removed from: - the chat widget and iframe embeds on your website - your bot's own page (the **Open bot** link) - shared conversation links, which otherwise show "Chat transcript powered by Chat Thing" There's no setting to replace the footer with your own text or logo. To make the chat look more like your own product, you can also: - set your own colours and upload your own bot icon - see [Change how the widget looks](https://chatthing.ai/docs/channels/website/appearance) - serve the chat from your own domain, such as `chat.example.com`, instead of `chatthing.ai` - see [Use a custom domain](https://chatthing.ai/docs/channels/website/custom-domain) h2. Check it works Open your website (or click **Open bot**) and reload the page. The "Powered by Chat Thing" line at the bottom of the chat should be gone. h2. Troubleshooting h3. The toggle is greyed out Your team is on the Free or Basic plan. The page shows "Removing Chat Thing branding is only available on Standard, Pro & Enterprise plans". Upgrade your team's plan from **Billing**, then come back and turn the toggle on. h3. The branding still shows on my website Check you clicked **Update settings** after turning the toggle on. Then reload your site in a private or incognito window, in case your browser or site cache is showing an old copy of the page. h2. Related - [Compare plans](https://chatthing.ai/docs/account/plans): What each Chat Thing plan costs and includes - monthly and yearly prices, bots, data sources, tokens, channels, power-ups and team members. - [Change how the chat widget looks and behaves](https://chatthing.ai/docs/channels/website/appearance): Set the widget's colours, light or dark mode, icons, welcome message, first message preview, link behaviour and voice input from the web channel settings. - [Use a custom domain for your chat widget](https://chatthing.ai/docs/channels/website/custom-domain): Serve your bot's widget and embed from a domain you own, such as chat.example.com, with the Custom Domain add-on. Covers DNS records and verification. --- ### Use a custom domain for your chat widget Source: https://chatthing.ai/docs/channels/website/custom-domain Description: Serve your bot's widget and embed from a domain you own, such as chat.example.com, with the Custom Domain add-on. Covers DNS records and verification. h1. Use a custom domain for your chat widget Serve your bot's chat widget, iframe embed and bot page from a domain you control, such as `chat.example.com`, instead of Chat Thing's domains. > **Paid add-on** > > Custom domains need the **Custom Domain** add-on ($25 a month), bought from **Billing**. Each add-on gives your team one custom domain, which you set up on one bot. Domains are counted across the whole team, so two bots with their own domains need two add-ons. See [Add-ons](https://chatthing.ai/docs/account/add-ons). > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do) add the domain. Only the owner can buy the add-on in **Billing**. h2. Before you start - Buy the Custom Domain add-on from **Billing**. Without it, the **Custom domains** section of the web channel settings shows **Custom Domain Add-on Required** and a **Purchase Add-on** button. ![The Custom domains section showing Custom Domain Add-on Required and the Purchase Add-on $25/mo button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424898/docs/web-channel-settings-custom-domains.png) - Choose a subdomain you own, such as `chat.example.com`, and make sure you can add DNS records for it with your domain or DNS provider. h2. Steps 1. Open your bot and select the **Channels** tab. 2. Click the settings (cog) icon on the **Web** card. 3. Scroll to the **Custom domains** section. 4. Under **Add custom domain**, enter your domain in the **Domain** field, for example `chat.example.com`. 5. Click **Add domain**. Chat Thing creates the domain and shows the DNS records to add. The certificate record can take a few moments to generate. 6. Add these three records at your DNS provider, copying the values from the **DNS configuration** panel: | Record | Type | Name | Value | | --- | --- | --- | --- | | 1. Certificate validation | TXT | Shown in the panel (usually `_acme-challenge.` followed by your domain) | Shown in the panel | | 2. Hostname ownership | TXT | Shown in the panel | Shown in the panel | | 3. Routing | CNAME | Your domain, such as `chat.example.com` | `embed.chatthing.ai` | 7. Wait a few minutes for the DNS changes to take effect, then click **Verify DNS**. 8. When the domain shows **Active**, copy the new embed code from the **Usage** panel (or from **Embed** on the bot's dashboard) and replace the old code on your website. ![The Custom domains section showing Domain usage, the Add custom domain form and the Add domain button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1770654691/docs/mzhljvoxddzbh2rqbbqd.png) h2. Domain statuses | Status | Meaning | | --- | --- | | **Pending** | The domain has been added and is waiting for its DNS records | | **DNS pending** | Records have been found, but the certificate is still being issued | | **Active** | The domain is ready to use | | **Failed** | Verification failed. Check your DNS records and click **Verify DNS** again. | h2. Embed code with a custom domain Once the domain is active, the **Embed** dialog has a **Domain** choice so you can copy code for either **Default (chatthing.ai)** or your own domain. The code uses your domain everywhere: ```html ``` ```html ``` h2. Remove a domain Click **Remove** next to the domain. This frees the slot so you can use it for another domain. Update any embed code that uses the removed domain first, or the chat will stop loading on those pages. h2. Check it works Open `https://YOUR_DOMAIN/bots/YOUR_BOT_ID` in your browser. The bot's page should load over HTTPS on your domain. Then check the widget on your website. h2. Troubleshooting h3. Verification keeps failing - Check all three records are added exactly as shown, with no extra spaces or quotes. - Some DNS providers add your domain to the end of the record name automatically. If the panel shows a full name such as `_acme-challenge.chat.example.com` and your provider adds the domain for you, enter only the part before your domain. - DNS changes can take a while to spread. Wait a few minutes and click **Verify DNS** again. h3. I can't add another domain The **Domain usage** panel shows how many of your custom domain slots are used. When they're all used, the **Add domain** button is disabled. Buy another Custom Domain add-on from **Billing**, or remove a domain you no longer need. h2. Related - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. - [Remove the "Powered by Chat Thing" branding](https://chatthing.ai/docs/channels/website/branding): Hide the "Powered by Chat Thing" footer from your chat widget, embedded chat, bot page and shared chats. Available on Standard, Pro and Enterprise. - [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install): Copy your bot's embed code and paste it into your site as a chat widget or embedded chat, with steps for WordPress, Shopify, Webflow, Wix and more. --- ### Choose your bot's AI model Source: https://chatthing.ai/docs/bot-settings/models Description: See which AI models your bot can use, what each supports, how model choice affects message token use, and how to change it. h1. Choose your bot's AI model **Available on:** Standard, Pro, Enterprise plans. Pick the AI model that powers your bot's replies. Models differ in quality, speed, what they support and how many message tokens they use. > **Plan requirement** > > Choosing a model is available on the Standard, Pro and Enterprise plans. On Free and Basic, bots use the default model. See [plans](https://chatthing.ai/docs/account/plans). > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). h2. Available models The current list of models is loaded live on the [web version of this page](https://chatthing.ai/docs/bot-settings/models) and at [https://chatthing.ai/models](https://chatthing.ai/models). - **Context window**: how much text (prompt, knowledge and conversation history) the model can take in at once. - **Power ups**: whether the model can use [power-ups](https://chatthing.ai/docs/power-ups). If a model doesn't support them, any power-ups on the bot won't work. - **Vision**: whether the model can read images. Only these models can use **Enable file upload (multi-modal)**. h2. How to choose - **Start with the default model** and only change it if testing shows you need to. - **Need power-ups** (booking, handoff, calling your API)? Pick a model that supports them. - **Want users to send images?** Pick a model with vision. - **Complex questions, long instructions or multi-step power-up workflows?** Try a more capable model and compare the answers with [test cases](https://chatthing.ai/docs/bot-settings/test-your-bot). - **High volume, simple questions?** A smaller model uses fewer message tokens per reply. h2. Model cost More expensive models use more message tokens per reply. Each model has an input and output multiplier; when you pick a model, a note below the selector shows them ("This model uses …x input tokens and …x output tokens"). See [message tokens](https://chatthing.ai/docs/account/message-tokens) for how multipliers work and the full pricing table. h2. Change the model 1. Open your bot and go to the **General settings** tab. 2. Scroll to **Model settings (advanced)**. 3. Open the **Model** selector and choose a model. 4. Check the notes below the selector: the token multiplier, and a warning if the model doesn't support power-ups. ![The Model selector in Model settings (advanced), with a note below it showing the model's input and output token multipliers](https://res.cloudinary.com/djyjvrw5u/image/upload/v1721379632/changing_model_35799123db.png) 5. Click **Update bot**. Changing the model can change the maximum for **Max context size (base tokens)**. If your setting was at the old model's maximum, it moves to the new model's maximum. h2. Check it works Ask your bot a few typical questions and compare the answers and speed with the previous model. [Test cases](https://chatthing.ai/docs/bot-settings/test-your-bot) let you run the same questions against each model and compare the results. h2. Troubleshooting h3. The model selector is greyed out Your plan doesn't include model selection. The message "Model selection is only available on Standard & Pro plans" appears below it. Upgrade to Standard or above to choose a model. h3. My power-ups stopped working after changing model The new model doesn't support power-ups. Choose a model with a tick in the **Power ups** column. h2. Related - [Message tokens and what happens when you run out](https://chatthing.ai/docs/account/message-tokens): What message tokens are, how each message is counted, how model multipliers work, when tokens reset, and what happens when your team runs out. - [Bot settings reference](https://chatthing.ai/docs/bot-settings/settings-reference): Every setting on your bot's General settings tab - what it does, its default and range, and which plans include it. --- ### Message tokens and what happens when you run out Source: https://chatthing.ai/docs/account/message-tokens Description: What message tokens are, how each message is counted, how model multipliers work, when tokens reset, and what happens when your team runs out. h1. Message tokens and what happens when you run out Message tokens measure how much work your bots do when they reply. Every plan includes a monthly allowance of message tokens, shared by every bot on your team. See [Compare plans](https://chatthing.ai/docs/account/plans) for each plan's allowance. h2. How a message is counted When someone sends your bot a message, the AI model reads an input (your bot's instructions, relevant content from your knowledge, the conversation so far and the new message) and writes an output (the reply). Both are measured in tokens, roughly three-quarters of a word each. - **Longer conversations use more tokens per message**, because the conversation so far is sent to the model with each new message. - **More knowledge per answer uses more tokens.** Retrieval settings such as how many sources are added to each answer change the input size. See [Retrieval settings](https://chatthing.ai/docs/knowledge/retrieval-settings). - **The model you choose changes the count.** See [Models and message tokens](https://chatthing.ai/docs/account/message-tokens#models-and-message-tokens). h3. What uses message tokens | Uses message tokens | Doesn't use message tokens | | --- | --- | | Every reply your bot writes, including each step when it uses a power-up | Searching your knowledge for relevant content | | Rephrasing the question when enhanced retrieval is on | Analytics (topics, sentiment, common questions) | | AI conversation summaries | Syncing data sources (uses [storage tokens](https://chatthing.ai/docs/account/storage-tokens) instead) | | Turning a power-up result into a display | | | Bot test runs | | | Voice features such as speech replies and transcription | | | Chats in [My Chats](https://chatthing.ai/docs/manage/my-chats) and when you test your bot | | h2. Models and message tokens Models cost different amounts to run, so each model has a multiplier for input tokens and one for output tokens. The tokens counted against your allowance are: > (input tokens × input multiplier) + (output tokens × output multiplier) A model with a 10× output multiplier uses ten times as many message tokens for the same reply as a model with a 1× multiplier. Output multipliers are often higher than input multipliers, because providers charge more for generated text. In your bot's settings, the model picker shows each model's multipliers. The current list of models is loaded live on the [web version of this page](https://chatthing.ai/docs/account/message-tokens) and at [https://chatthing.ai/models](https://chatthing.ai/models). Model prices change often, usually downwards. When they do, we update the multipliers so your tokens go further. h2. When tokens reset Your allowance resets on the **1st of each calendar month (UTC)**, whatever day you subscribed. Unused tokens don't roll over to the next month. h2. What happens when you run out When your team has used its whole monthly allowance: - **Your bots stop replying to new messages** until the allowance resets on the 1st, or you add more tokens. - **In the website widget**, visitors see **No more chats available.** - **On Slack, Discord, WhatsApp, Telegram and email**, the bot replies that it has reached its message token limit. - **Through the API**, requests return an error explaining that the team has used all available message tokens. Chat Thing emails team owners and admins when your team has used **80%**, **90%** and **100%** of its monthly message tokens, so you have time to act. To keep your bots running: - **Add tokens straight away** with a [message tokens add-on](https://chatthing.ai/docs/account/add-ons) (5,000,000 tokens per unit, available on paid plans). - **Upgrade your plan** from [**Billing**](https://chatthing.ai/docs/account/billing#change-your-plan). - **Enterprise only:** add your own OpenAI API key in the **OpenAI** section of your [**Account**](https://app.chatthing.ai/app/account) page. It's used only once your included tokens run out. To stop one busy bot using up the whole team's allowance, set a daily token limit for it. See [Usage limits](https://chatthing.ai/docs/bot-settings/usage-limits). h2. See your usage - **Sidebar:** the **Storage tokens** and **Message tokens** bars at the bottom of the sidebar show how much of this month's allowance your team has used. - **My Bots:** the **Message tokens this month** card shows tokens used against your limit. - **Each bot's overview:** **Message tokens this month** shows that bot's usage, with a chart over time. h2. Next steps - [Compare plans](https://chatthing.ai/docs/account/plans) - [Buy a message tokens add-on](https://chatthing.ai/docs/account/add-ons) - [Choose a model for your bot](https://chatthing.ai/docs/bot-settings/models) h2. Related - [Storage tokens and how syncing uses them](https://chatthing.ai/docs/account/storage-tokens): What storage tokens are, when syncing and re-syncing use them, what happens when you reach your monthly limit, and how to use fewer. - [Add more tokens, bots or seats with add-ons](https://chatthing.ai/docs/account/add-ons): Raise one limit on your paid plan without upgrading - extra message tokens, storage tokens, bots, data sources, team members or custom domains. - [Limit how many tokens your bot can use](https://chatthing.ai/docs/bot-settings/usage-limits): Cap a bot's daily message token use, get an email before it hits the cap, limit message length, and see what people see when a limit is reached. - [Choose your bot's AI model](https://chatthing.ai/docs/bot-settings/models): See which AI models your bot can use, what each supports, how model choice affects message token use, and how to change it. --- ### Add the chat widget to your website Source: https://chatthing.ai/docs/channels/website/install Description: Copy your bot's embed code and paste it into your site as a chat widget or embedded chat, with steps for WordPress, Shopify, Webflow, Wix and more. h1. Add the chat widget to your website Copy your bot's embed code from Chat Thing and paste it into your website, so visitors can chat to your bot from any page. > **Available on every plan** > > The web channel is included on all plans, including Free. Before you put the bot in front of customers, run through the [launch checklist](https://chatthing.ai/docs/get-started/launch-checklist). > > **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). Viewers can also open **Embed** to copy the code. h2. Choose how the bot appears | Option | What visitors see | Best for | | --- | --- | --- | | **Chat widget** | A round chat button in the bottom-right corner of every page. Clicking it opens a chat window. On phones the window opens full screen. | Most websites | | **iframe embed** | The chat shown inside an area of one page, in a **Full width** or **Centered** layout | A dedicated help or contact page | | **Bot page link** | The bot on its own full page at `https://app.chatthing.ai/bots/YOUR_BOT_ID` | Emails, QR codes, a link in your navigation, or if you don't have a website | You can use more than one. They all talk to the same bot. h2. Get your embed code 1. Open your bot in Chat Thing. 2. Click **Embed** at the top right of the bot's dashboard, next to **Test** and **Open bot**. ![The top of a bot's dashboard with the Embed, Test and Open bot buttons](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424883/docs/web-channel-open-bot-button.png) 3. The **Embed your bot** dialog opens. It has three sections: - **Embed as an iFrame** - the iframe code, with a **Layout** choice of **Full width** or **Centered**. - **Embed as chat widget** - the widget code. - **Other embed methods** - your **Bot ID** and, if you've changed any widget settings, the **Configuration JSON**. 4. Click the copy icon on the code you want. Always copy the code from the dialog rather than typing it. It already contains your bot ID and any settings you've made. h2. Add the chat widget The widget code looks like this, with your own bot ID in the `id` attribute: ```html ``` If you've turned on custom theming, set a language or turned on the first message preview, the dialog adds a line before it that starts ` ``` Put the matching config on each language version of your site. See [Customise the widget with code](https://chatthing.ai/docs/channels/website/customise-with-code#translate-the-greeting-and-example-questions) for switching language without a page reload. h2. Check it works Open your website in a private or incognito window and open the chat. The message box placeholder and buttons should be in your chosen language. Ask a question in the language your customers use and check the reply. h2. Troubleshooting h3. The widget is still in English The language is written into the embed code. Copy the code from **Embed** again and replace the code on your site. If you set `locale` yourself, check it's one of the codes above - an unsupported code falls back to English. h3. The bot answers in the wrong language Add a language rule to the bot's [instructions](https://chatthing.ai/docs/bot-settings/instructions), then test again. h2. Related - [Customise the chat widget with code](https://chatthing.ai/docs/channels/website/customise-with-code): Every chatThingConfig option for the Chat Thing widget - position, colours, launcher label, auto-open, per-language greetings and full CSS overrides. - [Write your bot's instructions](https://chatthing.ai/docs/bot-settings/instructions): Write the prompt that sets your bot's role, topics, tone, answer length, language, power-up use and handoff, with before-and-after examples. --- ### Customise the chat widget with code Source: https://chatthing.ai/docs/channels/website/customise-with-code Description: Every chatThingConfig option for the Chat Thing widget - position, colours, launcher label, auto-open, per-language greetings and full CSS overrides. h1. Customise the chat widget with code The chat widget reads a `window.chatThingConfig` object when it loads. Use it to change things the web channel settings don't cover, such as the widget's position, a text label beside the button, or completely custom CSS. For most colour and icon changes, use the [web channel settings](https://chatthing.ai/docs/channels/website/appearance) instead - no code needed. To control the widget while the page is running (open it, send messages, register client-side power-ups), use the [JavaScript SDK](https://chatthing.ai/docs/developers/javascript-sdk). h2. How to add configuration Define `window.chatThingConfig` in a script **before** the widget script. If the code you copied from **Embed** already has a `window.chatThingConfig = {...}` line, add your options to that object rather than creating a second one. ```html ``` h2. Options | Option | Type | What it does | | --- | --- | --- | | `botId` | string | Your bot ID. An alternative to the `id` attribute on the script tag. | | `theme` | `"dark"` or `"light"` | Colour scheme for the parts the widget adds to your page: the chat window's background, the preview bubble and the launcher label. Defaults to `"dark"`. The chat inside the window is themed from your [web channel settings](https://chatthing.ai/docs/channels/website/appearance). | | `locale` | `"de"`, `"es"`, `"fr"`, `"it"`, `"jp"`, `"cn"`, `"el"`, `"pl"` or `"nl"` | Interface language. Leave it out for English. See [Languages](https://chatthing.ai/docs/channels/website/languages). | | `position` | `"bottom-right"` or `"bottom-left"` | Which corner the button, window and preview bubble sit in. Defaults to `"bottom-right"`. | | `zIndex` | number | Stacking order of the button, window and preview bubble. Defaults to a very high value (2147483000). | | `colour` | object | `primaryColour`, `primaryColourInverted`, `widgetColour`, `widgetColourInverted`. `widgetColour` is the button background and `widgetColourInverted` its icon colour. Your `css` overrides take precedence. | | `icon` | object | `widgetIcon`: the address of an image to use on the widget button. Takes precedence over `svg.widget`. | | `svg` | object | `widget` and `close`: inline SVG markup for the button's open and close icons. | | `launcherLabel` | string | A text pill beside the button, such as "Chat with us". Style it with `css.launcherLabel`. | | `pulse` | object | An attention-grabbing pulsing outline on the button while the chat is closed: `{ enabled, color, speed }`. `speed` is seconds per pulse (default 2); `color` defaults to the primary colour. Off by default, and switched off for visitors who prefer reduced motion. | | `unreadBadge` | object | A notification badge on the button: `{ enabled, color }`. Off by default. The chat doesn't report unread messages yet, so the badge currently never appears. | | `autoOpenDelay` | number (milliseconds) | Opens the chat automatically after this delay. `5000` is 5 seconds. | | `initialQuestion` | string | A question sent to the bot automatically when the chat opens. | | `firstMessage` | string | Text for the preview bubble above the button. | | `messagePreviewDelay` | number (seconds) | Delay before the preview bubble appears. | | `firstMessageOverride` | string | Replaces the bot's welcome message inside the chat, for this embed only. Up to 2,000 characters; longer values are ignored. `""` starts the chat with no welcome message. | | `exampleQuestionsOverride` | string | Replaces the bot's example questions for this embed only. `[]` hides them. | | `closeChatButton` | boolean | Shows the close (X) button in the chat window header. Defaults to `true`. | | `mobileFullscreen` | boolean | Opens the chat full screen on screens 640px wide or narrower. Defaults to `true`. Ignored if you set `css.window`. | | `resize` | boolean | Lets visitors drag to resize the chat window; the size is remembered. Off by default. Ignored on mobile and if you set `css.window`. | | `selectors` | object | `widgetTrigger`: a CSS selector for your own element to use as the button instead of ours. `widgetWindowParent`: a CSS selector for an element to put the chat window inside. | | `css` | object | CSS overrides for each part of the widget. See [Full CSS control](https://chatthing.ai/docs/channels/website/customise-with-code#full-css-control). | | `url` | string | The address the chat loads from. Only needed with a [custom domain](https://chatthing.ai/docs/channels/website/custom-domain); the embed code adds it for you. | Options for developers - `context`, `chatId`, `onChatCreated`, `webMcp` and `voiceName` - are covered in the [JavaScript SDK](https://chatthing.ai/docs/developers/javascript-sdk) docs. h2. Examples h3. Light theme with a brand colour ```javascript window.chatThingConfig = { theme: "light", colour: { widgetColour: "#2563eb", primaryColour: "#2563eb", }, }; ``` h3. Open the chat after 5 seconds ```javascript window.chatThingConfig = { autoOpenDelay: 5000, }; ``` h3. Show a preview bubble above the button ```javascript window.chatThingConfig = { firstMessage: "Need help? Ask me anything.", messagePreviewDelay: 3, }; ``` `firstMessage` only sets the bubble above the button. To change the welcome message inside the chat, use `firstMessageOverride`. h3. Use your own image for the button ```javascript window.chatThingConfig = { icon: { widgetIcon: "https://example.com/chat-icon.png", }, }; ``` h3. Translate the greeting and example questions Use `firstMessageOverride` and `exampleQuestionsOverride` to show the welcome message and suggested questions in the visitor's language. They change this embed only; the bot's saved settings stay the same. ```javascript window.chatThingConfig = { locale: "es", firstMessageOverride: "¡Hola! ¿En qué puedo ayudarte?", exampleQuestionsOverride: [ "¿Cuál es vuestro horario?", "¿Hacéis envíos internacionales?", ], }; ``` If your site switches language without reloading the page, update the config and reload the widget: ```javascript window.chatThingConfig.locale = "fr"; window.chatThingConfig.firstMessageOverride = "Bonjour ! Comment puis-je vous aider ?"; window.chatThingConfig.exampleQuestionsOverride = [ "Quels sont vos horaires ?", "Livrez-vous à l'international ?", ]; window.chatThing.reload(); ``` The greeting override only applies to the start of a new conversation. It doesn't change a conversation that's already in progress. Leave an option out entirely to keep the bot's own welcome message or example questions. h2. Full CSS control For complete control over the widget's look, give CSS for each part in `css`. Each value is a string of CSS declarations. | Key | Element | | --- | --- | | `widget` | The round button that opens the chat | | `window` | The chat window | | `iframe` | The chat inside the window | | `launcherLabel` | The text pill set by `launcherLabel` | | `messagePreviewContainer` | The container that positions the preview bubble | | `messagePreviewBox` | The preview bubble | | `messagePreviewText` | The text in the preview bubble | | `messagePreviewCloseButton` | The preview bubble's close button | | `messagePreviewCloseIcon` | The icon in that close button | | `messagePreviewIconWrapper` | The circle around the bot icon in the preview bubble | | `messagePreviewIconImg` | The bot icon in the preview bubble | | `customAssistantIcon` | A custom image on the widget button | | `bubbleCustomAssistantIcon` | A custom image in the preview bubble | Things to know: - Setting a key **replaces** all of our default CSS for that element, so include every property you need, including positioning. - `position` and `zIndex` don't apply to an element whose CSS you've replaced. - Replacing `css.window` turns off `mobileFullscreen` and `resize`. This example replaces the button's CSS with a square button, 80px from the bottom: ```javascript window.chatThingConfig = { css: { widget: `position: fixed; z-index: 2147483000; height: 60px; width: 60px; border-radius: 12px; bottom: 80px; right: 20px; background: #111827; color: #ffffff; box-shadow: 0px 4px 19px rgba(0,0,0,0.2); border: none; display: flex; align-items: center; justify-content: center; cursor: pointer; overflow: hidden; padding: 0px;`, }, }; ``` h2. Related - [JavaScript SDK](https://chatthing.ai/docs/developers/javascript-sdk): Control the Chat Thing website widget with window.chatThing - open it, send messages, identify users, add page context and client-side power-ups. - [Change how the chat widget looks and behaves](https://chatthing.ai/docs/channels/website/appearance): Set the widget's colours, light or dark mode, icons, welcome message, first message preview, link behaviour and voice input from the web channel settings. - [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install): Copy your bot's embed code and paste it into your site as a chat widget or embedded chat, with steps for WordPress, Shopify, Webflow, Wix and more. --- ### Ask visitors for their details before they chat Source: https://chatthing.ai/docs/channels/website/lead-form Description: Add a pre-chat form to your web chat that collects a visitor's name, email or other details before the chat starts, and send the answers to your systems. h1. Ask visitors for their details before they chat Turn on a pre-chat form so visitors fill in their details - name, email, company, anything you need - before they can send their first message. **Who can do this:** [team owners and admins](https://chatthing.ai/docs/account/teams#what-each-role-can-do). The form is part of the web channel, so it appears in the chat widget, iframe embeds and your bot's own page. It's available on every plan. h2. Steps 1. Open your bot and select the **Channels** tab. 2. Click the settings (cog) icon on the **Web** card. 3. In the **Pre-chat form** section, turn on **Require a pre-chat form**. 4. Optional: enter **Intro copy**, a short message shown above the form that explains why you're asking. Leave it blank to use the default. 5. Add fields: click **Add field** and choose a field type. The form needs at least one field. 6. Click a field to open its editor and set its options (see below). Drag the handle on the left of a field to change the order. 7. Click **Update settings**. ![Pre-chat form settings with Require a pre-chat form turned on, intro copy, and the Name field open to show its label, field type, placeholder, help text and Required toggle](https://res.cloudinary.com/djyjvrw5u/image/upload/v1777051092/docs/prechat-form-builder.png) h2. Field types | Type | What visitors get | | --- | --- | | **Text** | A short text box, for things like company name or job title | | **Email** | An email box that checks the address is valid | | **Phone** | A phone number box. No format is enforced. | | **Long text** | A larger text box, for questions like "What are you trying to do?" | | **Select** | A drop-down list. Add each option with a **Value** (required) and an optional **Label** shown to visitors. | | **Checkbox** | A single on/off choice, for consent such as "I agree to be contacted" | | **Date** | A date picker, for things like a preferred callback date | h2. Field options Every field has: - **Label** - the question shown above the field. - **Field type** - one of the types above. - **Placeholder** - example text shown inside the empty field. - **Help text** - an optional hint shown under the field. - **Required** - visitors must complete the field before they can start chatting. h2. Where the answers go When a visitor submits the form, their answers are saved with the conversation as its user data: - **The bot can see them.** The answers are given to the bot as context, so it can use the visitor's name or details in its replies. - **Your systems can receive them.** Set up a [webhook](https://chatthing.ai/docs/developers/webhooks) for when a conversation starts and read the `userData` object in the payload. It has one entry per field. Each answer is stored under a key made from the field's label: lower case, with spaces and punctuation replaced by underscores. For example, "Company name" becomes `company_name`. If you change a field's label, its key changes too, so settle on labels before you connect other systems to them. h2. Check it works Click **Open bot** on your bot's dashboard. You should see your intro copy and the form. Fill it in and click **Start chat**; the normal chat should appear, ready for a message. ![A visitor-facing pre-chat form with Name and Email fields, a drop-down, a consent toggle and a Start chat button](https://res.cloudinary.com/djyjvrw5u/image/upload/v1777051094/docs/prechat-form-visitor.png) h2. Troubleshooting h3. I can't save the settings The form needs at least one field when **Require a pre-chat form** is on. A **Select** field also needs at least one option with a value. Two fields can't have the same key, so rename one of them if their labels are the same. h3. Returning visitors see the form again Turn on **Persist chat** in the **Widget behaviour** section so a visitor's conversation carries over between visits on the same device. h2. Related - [Turn website visitors into leads with your bot](https://chatthing.ai/docs/use-cases/sales-and-lead-capture): Set up a bot that answers buying questions, works out what visitors need, collects their details and sends each lead to your inbox, CRM or calendar. - [Webhooks](https://chatthing.ai/docs/developers/webhooks): Send Chat Thing events such as new conversations, escalations and syncs to your own systems, Slack or Discord, and trigger data source syncs from a URL. --- ### Website chat widget Source: https://chatthing.ai/docs/channels/website Description: Put your bot on your website as a floating chat widget, an embedded chat or a shareable page, then match it to your brand. h1. Website chat widget The web channel is how people chat to your bot in a browser. It's on for every bot, on every plan. You can use it in three ways: as a floating chat widget on your website, as a chat embedded inside one of your pages, or as a full-page link to the bot that you can share anywhere. All of them are set up from the same web channel settings: open your bot, select the **Channels** tab and click the settings icon on the **Web** card. ![The Channels tab with the Web card and its settings (cog) icon alongside the other channel cards](https://res.cloudinary.com/djyjvrw5u/image/upload/v1773424882/docs/web-channel-channels-tab.png) h2. Most common tasks - [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install) - get the embed code and paste it into WordPress, Shopify, Webflow, Wix, Squarespace or any other site. - [Change how the widget looks](https://chatthing.ai/docs/channels/website/appearance) - colours, icons, light or dark mode and the first message preview. - [Remove the "Powered by Chat Thing" branding](https://chatthing.ai/docs/channels/website/branding) - on Standard, Pro and Enterprise. - [Ask visitors for their details first](https://chatthing.ai/docs/channels/website/lead-form) - a pre-chat form for name, email and anything else. - [Fix a widget that doesn't appear](https://chatthing.ai/docs/channels/website/troubleshooting). h2. In this section - [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install): Copy your bot's embed code and paste it into your site as a chat widget or embedded chat, with steps for WordPress, Shopify, Webflow, Wix and more. - [Change how the chat widget looks and behaves](https://chatthing.ai/docs/channels/website/appearance): Set the widget's colours, light or dark mode, icons, welcome message, first message preview, link behaviour and voice input from the web channel settings. - [Remove the "Powered by Chat Thing" branding](https://chatthing.ai/docs/channels/website/branding): Hide the "Powered by Chat Thing" footer from your chat widget, embedded chat, bot page and shared chats. Available on Standard, Pro and Enterprise. - [Customise the chat widget with code](https://chatthing.ai/docs/channels/website/customise-with-code): Every chatThingConfig option for the Chat Thing widget - position, colours, launcher label, auto-open, per-language greetings and full CSS overrides. - [Ask visitors for their details before they chat](https://chatthing.ai/docs/channels/website/lead-form): Add a pre-chat form to your web chat that collects a visitor's name, email or other details before the chat starts, and send the answers to your systems. - [Set the widget language and the language your bot answers in](https://chatthing.ai/docs/channels/website/languages): Translate the chat widget's buttons and labels into one of 10 languages, control which language your bot answers in, and run the bot on a multilingual website. - [Control who can use your web chat](https://chatthing.ai/docs/channels/website/access-and-security): Password-protect your bot, turn on spam protection, understand where the widget can be embedded and when to allow advanced SDK features. - [Use a custom domain for your chat widget](https://chatthing.ai/docs/channels/website/custom-domain): Serve your bot's widget and embed from a domain you own, such as chat.example.com, with the Custom Domain add-on. Covers DNS records and verification. - [Let visitors talk to your bot with voice calls](https://chatthing.ai/docs/channels/website/voice): Add a call button to your web chat so visitors can have a spoken conversation with your bot, using the same knowledge, power-ups and conversation. - [Fix chat widget problems](https://chatthing.ai/docs/channels/website/troubleshooting): What to check when the chat widget doesn't appear, shows old colours, blocks page scrolling or won't load on your website. h2. Related - [Channels](https://chatthing.ai/docs/channels): Where your bot talks to people - your website, WhatsApp, Slack, Discord, Telegram, email and the API - and which plans include each channel. - [JavaScript SDK](https://chatthing.ai/docs/developers/javascript-sdk): Control the Chat Thing website widget with window.chatThing - open it, send messages, identify users, add page context and client-side power-ups. --- ### Fix chat widget problems Source: https://chatthing.ai/docs/channels/website/troubleshooting Description: What to check when the chat widget doesn't appear, shows old colours, blocks page scrolling or won't load on your website. h1. Fix chat widget problems Work through the section that matches what you're seeing. Most widget problems come from where the code is pasted, a cached copy of the page, or something on the website blocking it. h2. The widget doesn't appear Check these in order. h3. 1. Is the code on the live page? Open your website, view the page source (usually right-click > **View page source**) and search for `chat-widget.js`. - **Not there:** the code isn't on the published page. Many site builders only add custom code after you publish, and some only on paid plans. Paste it again following [Add the chat widget to your website](https://chatthing.ai/docs/channels/website/install#platform-notes), then publish. - **There, but only on some pages:** paste it into a template, footer or site-wide custom code area rather than a single page. h3. 2. Was the code copied in full? The widget code must include the bot ID in the `id` attribute: ```html ``` If there's a `window.chatThingConfig` line, it must come before the widget script. If your platform or editor removes attributes from script tags, add your bot ID to the config instead: `window.chatThingConfig = { botId: "YOUR_BOT_ID" };`. You'll find the bot ID under **Other embed methods** in the **Embed** dialog. Some editors convert quotes to "smart quotes" or wrap pasted code in formatting. Paste into a code or HTML field, not a normal text block. h3. 3. Is something blocking it? Open your browser's developer tools and look at the **Console** for errors mentioning `chatthing`. - **"ChatThing: no bot id found"** - the bot ID is missing. See step 2. - **Content Security Policy errors** - your site's CSP must allow Chat Thing. Add `https://chatthing.ai` to `script-src` and `https://app.chatthing.ai` to `frame-src` (or your [custom domain](https://chatthing.ai/docs/channels/website/custom-domain) to both). The widget adds a small `