WelcomeAI documentation
How to set up knowledge bases, widgets, connectors and the API. The same guides that ship inside the product, readable without an account.
Integrations
Connect WordPressRules that decide what leaves your site, which fields travel with it, and where it lands.Connect WebflowMap a CMS collection to a knowledge base, and keep it in step as items change.Connect ShopifyInstall the app, choose a plan on your Shopify bill, connect your workspace, and your catalogue, pages, policies and shipping rates answer your shoppers.Crawl a websitePoint us at a site and we turn its pages into answerable content, on a schedule.The REST APIPush content from your own code with an API key, and check what happened.Send a lead from your own codePost a lead you collected somewhere else into the same list, with the same CRM routes and webhooks.The sync webhookOne signed endpoint per knowledge base. What it is, when to reach for it, and every field, header and error.Answer Instagram DMsConnect a professional Instagram account and let your assistant answer Direct Messages, inside the 24 hours Meta allows.Answer WhatsApp messagesConnect a WhatsApp Business number and let your assistant answer messages, inside the 24 hours Meta allows.
Start here
Getting startedFrom an empty workspace to an assistant answering on your site, in four steps.How long setup takesAbout five minutes to an assistant answering on your site, and what makes the rest take longer.AI usage and limitsWhat a token is, what counts towards your allowance, when it resets, and what happens if you run out.When something is not workingThe five problems people actually hit, and what each one means.How your assistant finds answersChunks, embeddings, top K and the rest, explained from scratch — and what each setting actually changes.Models, and which one to useWhat the model choice changes, what it does not, and how to keep the cost sensible.
Account
Plans and billingWhat each plan includes, how usage is counted, what happens at a limit, how to change plan, and why a payment is not refunded once its period has started.Workspaces and your accountThe difference between you and a workspace, the four ways to sign in including passkeys, when to make a second one, roles, granting access to whoever referred you, and what leaving or deleting does.ReferralsHow the 10% works, how to send a link, what the buyer sees, when you get paid, and what access you get.Security and privacyWhere your data lives, who can do what and how that is checked, what is encrypted, how you sign in and what that protects, which addresses we refuse to fetch, what we log, and what the assistant can and cannot see.Buying through a link someone sent youWhat the payment page asks for, why your email is typed twice, and what the access question means.
Content
Widgets
Making the widget look like your siteColours, corners, typeface, the launcher icon, and what to do when none of it is enough.Widgets and installationThe six surfaces, the script tag, allowed domains, and what to check when nothing appears.Use your own domain for a hosted chatServe the hosted chat at chat.yourcompany.com instead of a WelcomeAI address. Two DNS records.Lead forms and guardrailsThe three ways a form reaches a visitor, and the rules the assistant follows while it asks.
Destinations
Send leads to HubSpotConnect a private app's service key, map the fields, and every new lead becomes a contact.Send leads to ClickUpTurn every lead into a task in the list your team already works from.Send leads to MailchimpAdd new leads to an audience, with their answers as merge fields.Outgoing webhooksReceive events in your own systems, and verify that they really came from us.Send lead notifications to SlackA channel hears about every new lead, with a button that opens it.Send leads to CallRailA chat lead becomes a CallRail form submission, attributed to the campaign it came from.Send leads to SalesforceA chat lead becomes a record on the Salesforce object you choose.Send leads to PipedriveA chat lead becomes a person, an organization, a deal, or a lead in the Leads Inbox.Send leads to Zoho CRMA chat lead becomes a record in the Zoho module you choose, in your own data centre.Send leads to monday CRMA chat lead becomes an item on the board you choose, with its columns properly filled.Send leads to AttioA chat lead becomes a record on any object in your Attio workspace.Send leads to Account Engagement (Pardot)A chat lead becomes a prospect in the Account Engagement business unit you name.
ERP
Send leads to Dynamics 365A chat lead becomes a row in Dataverse, on the table your environment already has.Send leads to NetSuiteA chat lead becomes a NetSuite record, signed with token-based authentication.Send leads to SAPA chat lead becomes a business partner, in S/4HANA or in Business One.Send leads to EpicorA chat lead becomes a customer, in Kinetic or in Prophet 21.
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