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
Create Account
Sign up for free and access your console dashboard
Configure Agent
Set up instructions and add knowledge sources
Deploy Widget
Add the chat widget to your website
Need Help?
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