Chatbase
: How to use it, features, and the business problems it solves

How to Use

1. Create an account and log in

   Create an account on the official website and log in to your dashboard.

2. Create a new AI agent

   Click "New Chatbot" and configure the name and purpose of your AI agent.

3. Upload training data

   Upload your company's information — PDFs, text files, website URLs, Notion pages, and more — to train your AI.

4. Configure the AI model and behavior

   Select the AI model you want to use (e.g., GPT-4, Claude 3, Gemini) and customize the agent's response style and constraints.

5. Set up AI actions (higher plans)

   Configure integrations with external systems and define specific actions (e.g., updating customer records).

6. Embed on your website

   Embed the generated code on your website to publish your chatbot.

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Features

• Multiple AI model options

  Choose from several large language models including GPT-3.5, GPT-4, Claude 3, and Gemini.

• Training on custom data

  Train your AI agent on your own documents and website content.

• AI action execution

  Integrate with external systems to perform actions such as updating customer records or checking order status.

• Real-time data sync

  Connect with CRM and order management tools to respond based on up-to-date data.

• Advanced analytics

  Analyze user inquiries and agent performance to identify areas for improvement.

• Smart escalation

  Automatically transfers inquiries the AI cannot handle to a human agent.

• Diverse platform integrations

  Connects with a wide range of tools including Slack, Zendesk, Salesforce, Notion, and Zapier.

• API access and custom domains

  Control your agent via API or embed it under a custom domain (higher plans).

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Pricing