Getting Started
Choosing your channels
An overview of every Convot channel - chat, email, help center, changelog, roadmap, status, and scheduling - and when to turn each one on.
Convot is modular. Start with live chat, then switch on the other channels as you need them. Here’s what each one does and where to enable it.
Live chat
The embeddable widget for real-time conversations. This is on as soon as you install the snippet. See the Quickstart.
AI support agent
Answers common questions automatically from your knowledge base, Q&A snippets, web pages, and uploaded files - and stays quiet when it isn’t confident (the “abstain gate”). Start in suggest mode (it drafts replies for your agents to approve) and graduate to auto-reply when you trust it. Enable under your app’s Bot / AI Agent settings.
Turn conversations into a shared email inbox. Customers can email you and it lands in the same place as chat, with spam filtering and quoted thread history. You can use a custom email domain. See the Email Channel collection.
Help center
Searchable documentation (like the page you’re reading) on your own domain or a free convot.help subdomain, in up to 12 languages. The AI agent also draws on it. See the Knowledge Base collection.
Changelog
Announce product updates with a public page, category filters, and an RSS feed - and optionally show it inside the widget. See the Changelog collection.
Roadmap
A public board where customers suggest features, vote, and comment, with your own custom statuses. Great for closing the loop on requests. See the Roadmap collection.
Status page
Communicate incidents and uptime to your customers with components and incident updates. See the Status Page collection.
Scheduling
Let customers book a call with your team - from the widget, a public booking page, or a “book a time” card dropped into a chat. See the Scheduling collection.
Which sections appear in the widget
Help, Messages, Changelog, and Roadmap can each be shown or hidden in the widget independently. By default Help and Messages are on; Changelog and Roadmap are off until you turn them on under your app’s Chatbox / Appearance settings, so nothing appears before you’re ready.
A sensible rollout
- Live chat - install the widget.
- Help center - write a handful of articles (the AI agent uses them too).
- AI agent - turn on suggest mode.
- Changelog + Roadmap - start engaging customers on what you’re shipping.
- Status, Email, Scheduling - add as the need arises.
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