Welcome to Chatbyte
Learn how to set up your agents, use the workspace, and handle customer conversations.
These guides explain how Chatbyte works and how to use its screens and settings. Start with the job you want to do, then follow the steps in your workspace.
Follow a complete walkthrough
- Launch your first support agent: choose its job, add knowledge, test answers, and install the Widget.
- Publish a branded support Page: configure the page, choose access, and verify the published experience.
- Set up a reliable human handoff: choose the destination and set the customer's expectations.
- Build useful conversation workflows: route priority customers, notify a team, and handle unresolved requests.
- Turn a callback request into a follow-up: capture the request, review missing details, and assign the work.
- Improve an incorrect answer: identify the cause, make a focused change, and retest.
Set up an agent
- Agents: understand what an agent does and prepare it for customers.
- Knowledge: publish reusable sources and keep your agents on the right version.
- Prompting: write clear instructions and improve the answers you get.
- Customer context: give the agent relevant information when a conversation starts.
- Tools and actions: connect services and choose what an agent can do.
Handle daily work
- Inbox: find conversations, take ownership, reply, and leave a clear next step.
- Workflows: route conversations using triggers, conditions, and actions.
- Tasks and follow-ups: define the requests your team handles, review missing details, and assign work.
- Calls and transcripts: find a call, review what happened, and follow up.
- Voice analytics: understand call volume, duration, and trends.
Bring Chatbyte to your customers
- Set up a voice agent: choose a voice, configure behavior, and connect a number.
- Test an outgoing call: try your agent from the customer's side.
- The Widget: understand the chat experience on your website.
- Pages: provide a dedicated page for your agent.
Get unstuck
Use Troubleshooting when setup does not behave as expected. Check the guide for the affected feature first: it explains which settings matter and what result to look for.
Building an integration?
Developer resources covers embedding the Widget and connecting your service. Endpoint schemas, authentication, and webhook contracts live in the separate Chatbyte API reference.