AI Desk Documentation
Learn how to create, deploy, and manage AI customer support agents that work 24/7. This guide covers everything from setting up your first agent to advanced integrations and team collaboration.
What is AI Desk?
AI Desk is a customer support automation platform that lets you create intelligent AI agents for your business. These agents can answer customer questions, collect leads, and escalate complex issues to your team - all while learning from your company's knowledge base.
Whether you run an ecommerce store, SaaS business, or service company, AI Desk helps you provide instant support to customers without increasing headcount. Your AI agents work 24/7, never miss a customer, and can be deployed across multiple platforms.
Smart AI Agents
Create AI agents that understand your business and can have natural conversations with customers. Train them on your website, PDFs, and documentation.
Easy Deployment
Add a chat widget to your website with one line of code, automate Instagram DMs, or share direct chat links with customers.
Human Handoff
When AI can't help, conversations are automatically escalated to your team with full context and conversation history.
Quick Start Guide
Get your first AI agent up and running in under 10 minutes.
Create Account
Sign up for free and access your console dashboard
Create Agent
Set up your AI agent with a name, description, and instructions
Add Knowledge
Upload PDFs or connect your website to train your agent
Deploy
Add the chat widget to your website or share direct links
Core Features
Knowledge Base Training
Website Scraping
Automatically extract and learn from your website content, FAQs, and product pages.
Document Upload
Upload PDFs, manuals, and documentation for your agent to reference during conversations.
Google Workspace
Upload and manage documents to keep your knowledge base current and comprehensive.
Deployment Options
Website Chat Widget
One-line embed code creates a floating chat button on your website. Fully customizable styling.
Direct Chat Links
Share standalone chat links via email, social media, or QR codes for offline-to-online conversion.
Instagram Automation
Automate Instagram DM responses and story mentions with your trained AI agent.
Lead Collection
Dynamic Forms
AI agents can generate lead collection forms during conversations based on context and user intent.
Qualification
Automatically qualify leads by asking relevant questions and scoring responses.
CRM Integration
Export lead data or integrate with your existing CRM and marketing tools.
Team Collaboration
Human Escalation
When AI can't help, conversations are automatically escalated to team members via email with full context.
Team Workspaces
Share agents across team members, manage permissions, and collaborate on agent improvements.
Analytics
Track conversation metrics, response quality, lead conversion rates, and usage statistics.
Simple, Credit-Based Pricing
AI Desk uses a simple credit system - each AI response costs 1 credit. No complex pricing tiers or hidden fees.
Start with our free plan or choose from flexible professional and enterprise options. Need more details?
What Counts as a Credit?
Credits Are Used For:
- ✓ Each AI agent response = 1 credit
Always Free:
- ✗ User messages are free
- ✗ Failed requests don't count
- ✗ Knowledge base updates are free
Success Stories & Real-World Examples
E-commerce Store
"Reduced support tickets by 70% and increased sales conversion by handling product questions instantly, even at 3 AM."
- • Product catalog integration
- • Order status automation
- • Lead collection for abandoned carts
- • 24/7 customer support coverage
SaaS Platform
"Onboarded 85% of trial users without human intervention by providing instant technical support and setup guidance."
- • Technical documentation automation
- • Feature explanation and demos
- • Trial-to-paid conversion optimization
- • API integration support
Healthcare Practice
"Automated appointment scheduling and patient FAQ responses, freeing up staff for more complex patient care tasks."
- • Appointment availability checking
- • Insurance and billing questions
- • HIPAA-compliant interactions
- • Multi-language patient support
Available Documentation
Quick Start Guide
Get your first AI agent live in under 10 minutes. Complete step-by-step walkthrough from signup to deployment.
⏱ Time: 10 minutes
- ✓ Account setup and dashboard tour
- ✓ Create your first agent
- ✓ Add knowledge from your website
- ✓ Test and deploy chat widget
Smart Knowledge Training
Train your AI with multiple sources: website scraping, PDFs, and document uploads. Learn optimization strategies.
※ Most Important
- ✓ Website content scraping setup
- ✓ PDF processing and optimization
- ✓ Google Workspace integration
- ✓ Knowledge quality best practices
Performance Analytics
Track conversation metrics, response quality, lead conversion rates, and optimize agent performance.
- • Real-time conversation monitoring
- • Lead conversion tracking
- • Response quality analysis
- • Export and reporting tools
Troubleshooting Guide
Common issues, solutions, and diagnostic steps for deployment, configuration, and integration problems.
- • Widget installation issues
- • Agent response problems
- • Knowledge base optimization
- • Integration troubleshooting
FAQ & Common Questions
Frequently asked questions, billing information, feature limitations, and quick answers to common concerns.
- • Billing and pricing questions
- • Feature limitations and boundaries
- • Account and data management
- • Platform compatibility issues
Usage Guidelines & Best Practices
Message Credit Optimization
Understanding Credit Consumption
- Each AI agent response consumes exactly 1 message credit
- User messages do not consume credits
- Failed requests due to system errors do not consume credits
- Credits reset monthly and do not roll over
Optimization Strategies
- Configure knowledge bases to reduce unnecessary clarifying questions
- Use escalation triggers to avoid repetitive AI interactions
- Set appropriate response length limits to maintain engagement
- Monitor analytics to identify high-traffic interaction patterns
Knowledge Base Best Practices
Content Quality Guidelines
- Ensure content accuracy and regular updates
- Use clear, structured formatting for better parsing
- Include comprehensive FAQ sections
- Maintain consistent terminology across sources
Performance Optimization
- Limit knowledge base to relevant, high-quality content
- Remove duplicate or redundant information
- Optimize content length for vector embedding efficiency
- Regularly review and prune outdated information
Technical Limitations & Boundaries
Platform Limitations
Message Processing
- Maximum message length: 4,000 characters
- Response time: 2-8 seconds average
- Rate limit: 60 requests per minute per agent
- Conversation memory: 50 messages maximum
Knowledge Base Constraints
- Free plan: 50 pages maximum
- Professional plan: 500 pages maximum
- Maximum file size: 25MB per PDF
- Supported formats: PDF, TXT, HTML, Markdown
Integration Requirements
Website Integration
- HTTPS required for secure operation
- Modern browser support (Chrome 90+, Firefox 88+, Safari 14+)
- JavaScript enabled requirement
- Third-party cookie policy compliance
Instagram Integration
- Instagram Business Account required
- Facebook Business Manager verification needed
- Compliance with Meta's messaging policies
- 24-hour response window for automated messages
Need Assistance?
Our documentation covers all aspects of the AI Desk platform. For additional support or questions not covered in these guides, please reach out to our support team.