Frequently Asked Questions
Find answers to common questions about AI Desk features, capabilities, and best practices.
What makes AI Desk different from other chatbot platforms?
AI Desk is purpose-built for customer support with advanced features like generative UI lead collection, asynchronous human escalation workflows, and hybrid RAG knowledge integration. Our agents understand business context and provide meaningful assistance while seamlessly collecting leads and escalating complex issues.
- • Built specifically for customer support workflows
- • Advanced lead collection with dynamic forms
- • Seamless human escalation via email
- • Multi-platform deployment (website, Instagram, WhatsApp)
How quickly can I set up my first agent?
Most users have their first agent running within 10-15 minutes. Simply create an account, configure your agent's instructions, add your website URL for knowledge scraping, and embed the chat widget. The free tier gives you 100 message credits to test everything without any commitment.
Can I customize how my agent looks and behaves?
Yes! You have extensive customization options:
- • Custom agent name and description
- • Detailed personality and tone instructions
- • Response style and behavioral guidelines
- • Goal-oriented conversation flows
- • Chat widget appearance and positioning
- • Custom greeting messages and themes
How does human escalation work?
AI Desk uses an asynchronous human escalation workflow designed for modern business operations:
- 1. AI identifies escalation need: Based on conversation complexity or customer request
- 2. Team notification: Human support receives email notification with conversation context
- 3. Human response: Team member responds through the inbox interface
- 4. Customer notification: Customer receives email with human response and chat link
- 5. Continued conversation: Customer can return to chat with full context preserved
What platforms can I integrate with?
AI Desk supports comprehensive multi-platform integration:
Direct Integrations
- • Website chat widgets
- • Instagram DM automation
- • WhatsApp Business (paid plans)
- • Direct chat links
Advanced Options
- • REST API integration
- • Iframe embedding
- • Custom webhook endpoints
- • Third-party platform connectors
How does the knowledge base work?
AI Desk uses hybrid RAG (Retrieval-Augmented Generation) technology with multiple knowledge sources:
Input Methods
- • Automatic website scraping
- • Document uploads (PDF, DOCX, TXT)
- • Google Workspace integration
- • Manual knowledge entry
Processing
- • Content embedding and indexing
- • Intelligent content retrieval
- • Real-time knowledge updates
- • Context-aware responses
Is there a free trial available?
Yes! AI Desk offers a permanent free tier, not just a trial:
- • Permanent free tier: 1 AI agent + 100 message credits per month
- • No credit card required: Start using immediately
- • Full feature access: Test all core features before upgrading
- • No time limits: Use the free tier as long as you need
- • Easy upgrades: Scale up as your business grows
Can I use AI Desk for lead generation?
Absolutely! AI Desk includes advanced lead generation capabilities:
- • Smart lead collection: Generative UI forms that adapt to conversation context
- • Lead qualification: AI-powered lead scoring and routing
- • Automated follow-up: Schedule meetings and route prospects to sales
- • CRM integration: Export leads or integrate with existing systems
- • Performance tracking: Monitor conversion rates and lead quality
How do I manage multiple team members?
AI Desk provides comprehensive team collaboration features:
Workspace Management
- • Personal and team workspaces
- • Role-based access controls
- • Shared agent management
- • Centralized billing and usage
Collaboration Tools
- • Unified human support inbox
- • Agent sharing permissions
- • Team conversation monitoring
- • Collaborative knowledge management
What happens if I exceed my message limit?
AI Desk provides flexible options for handling usage limits:
- • Usage monitoring: Real-time tracking and alerts before limits
- • Automatic notifications: Email warnings at 80% and 100% usage
- • Overage protection: Optional settings to prevent service interruption
- • Easy upgrades: Instant plan upgrades with prorated billing
- • Monthly resets: Message credits refresh each billing cycle
How secure is my data with AI Desk?
Security and privacy are top priorities at AI Desk:
- • Data encryption: End-to-end encryption for all conversations
- • Secure hosting: Enterprise-grade cloud infrastructure
- • Privacy compliance: GDPR and CCPA compliant data handling
- • Access controls: Role-based permissions and audit logs
- • Data retention: Configurable retention policies
- • Regular audits: Security assessments and penetration testing
Can I export my conversation data?
Yes! AI Desk provides comprehensive data export capabilities:
- • Conversation transcripts: Full chat histories with timestamps
- • Analytics reports: Usage statistics and performance metrics
- • Lead data: Customer information and interaction history
- • Multiple formats: CSV, PDF, JSON exports available
- • Scheduled exports: Automated regular data backups
- • API access: Programmatic data retrieval for integrations
💬 Still Have Questions?
Can't find the answer you're looking for? Our support team is ready to help you get the most out of AI Desk.