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, Instagram DM, WhatsApp, and custom integrations.

AI Agents

Intelligent customer support with natural conversations

Lead Collection

Dynamic forms and customer data capture

Multi-Platform

Website, Instagram, WhatsApp, and API integration

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, Instagram, WhatsApp, and APIs.

  • • Website chat widget
  • • Instagram DM automation
  • • API & iframe integration

Knowledge Base

Train your AI agents with website content, documents, Google Docs, and custom data sources.

  • • Website scraping & embedding
  • • Document upload support
  • • Google Workspace integration

Team Management

Collaborate with team members, manage workspaces, and handle human support escalations.

  • • Multi-workspace organization
  • • Human support inbox
  • • Agent sharing & permissions

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 features and limitations.

  • • Free tier with 100 credits/month
  • • Business plans for scaling teams
  • • Enterprise custom solutions

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 automatically.

  • • Generative UI forms
  • • Lead qualification workflows
  • • CRM integration ready

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, Instagram DM, WhatsApp, and custom integrations.

  • • Website chat widget
  • • Social media automation
  • • API and iframe options

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

Need Help?

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