How can we help?
Guides for setting up AI agents, deployments, portals, forms and your workspace in help.ai.
Browse by topic
Getting started
Set up your workspace and get your first AI agent talking to customers.
- Get started with help.ai
- A tour of your workspace
- Work with AI Chat
- Test your AI agent before customers see it
AI Agents
Create agents, write their instructions, and choose the knowledge and tools they use.
- Create your first AI agent
- Write a system prompt that works
- Give your agent tools and integrations
- Teach repeatable behavior with Skills
Deployments and the widget
Put an AI agent on your website, a hosted page or your own app.
- Add the chat widget to your website
- Share a hosted chat page
- Call your agent from your own app
- Customize how the widget looks and behaves
Portals
Publish a Help Center, changelog, community or ideas board on its own address.
- Create a portal
- Brand your portal
- Set up a community or ideas board
- Merge duplicates and announce shipped ideas
Forms
Collect structured answers in the chat widget and review every submission.
Library and Content
Give your agents knowledge, and publish articles and news for customers.
- Add your website to the Library
- Add files, Text Snippets and Q&A
- Fix and refresh Library items
- Choose what each AI agent can read
Inbox and Cases
Step into live conversations, and track the work that follows.
- Take over a conversation in Inbox
- Let visitors talk to a person
- Track follow-up work with Cases
- Understand Contacts and Signals
Workspace and billing
Manage your team, settings, connections, API keys, analytics, credits and plans.
- Invite your team and choose roles
- Manage workspace settings
- Connect integrations
- Create and manage API keys