AI Desk Docs

Complete guide to setting up AI agents for customer support, lead collection, and multi-platform integration. Build your AI-powered support system in minutes.

What is AI Desk?

AI Desk is a customer support platform that lets you create AI-powered agents for 24/7 customer service, lead collection, and human escalation workflows. Deploy across websites and Instagram DM with easy-to-use chat widgets and direct links.

AI Agents

Intelligent customer support with natural conversations and knowledge base training

Lead Collection

Dynamic forms and customer data capture with generative UI

Human Escalation

Seamless handoff to human agents via email notifications

Getting Started

Step-by-step guide to create your first AI agent and deploy it to your website. Perfect for beginners.

  • • Account setup & console walkthrough
  • • Agent creation & configuration
  • • Testing & deployment

Agent Features

Explore all AI agent capabilities including customer support, lead collection, and smart escalation.

  • • 24/7 customer support automation
  • • Smart lead collection forms
  • • Human escalation workflows

Integration Options

Deploy your AI agents across multiple platforms including websites and Instagram DM.

  • • Website chat widget
  • • Direct chat links
  • • Instagram DM automation
  • • Page embed integration

Knowledge Base

Train your AI agents with documents, websites, and Google Docs/Sheets integration.

  • • Website scraping & embedding
  • • PDF document upload
  • • Google Docs/Sheets import
  • • Manual knowledge entry

Team Management

Collaborate with team members, manage agents, and handle human support escalations through the team inbox.

  • • Team workspaces and collaboration
  • • Human support inbox management
  • • Agent sharing & permissions
  • • Email escalation workflows

Analytics & Usage

Monitor performance metrics, track usage, and analyze conversation patterns and lead generation.

  • • Real-time usage tracking
  • • Conversation analytics
  • • Lead performance metrics

Pricing Plans

Understand all pricing tiers from free to enterprise, including message credits, agents, and team features.

  • • Free tier with 100 message credits/month
  • • Paid plans for scaling teams
  • • Enterprise custom solutions
  • • Add-ons for extra capacity

Troubleshooting

Common issues and solutions for widget deployment, agent configuration, and integration problems.

  • • Widget installation issues
  • • Agent response problems
  • • Integration troubleshooting

FAQ

Frequently asked questions about AI Desk features, capabilities, and best practices.

  • • Platform capabilities
  • • Setup & configuration
  • • Pricing & billing questions

Key Capabilities

24/7 Customer Support

Instant responses to customer queries with context-aware conversations and brand consistency.

  • • Natural language understanding
  • • Conversation memory and context
  • • Multilingual support

Smart Lead Collection

Dynamic forms generated based on conversation context to capture qualified leads with AI actions.

  • • Generative UI forms
  • • Lead qualification workflows
  • • Contact information collection
  • • AI-powered lead scoring

Human Escalation

Seamless handoff to human agents when complex issues require personal attention.

  • • Smart escalation triggers
  • • Team inbox management
  • • Conversation history preservation

Multi-Platform Deploy

Deploy the same agent across websites and Instagram DM with chat widgets and direct links.

  • • Website chat widget
  • • Instagram DM automation
  • • Direct chat links
  • • Page embed integration

Quick Start

1

Create Account

Sign up for free and access your console dashboard

2

Configure Agent

Set up instructions and add knowledge sources

3

Deploy Widget

Add the chat widget to your website

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