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Frequently asked questions
Chatbots
49 questions
Chatbots FAQ
Short answers about Chatbots. Each one links to the full how-to.
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FAQ
Getting started
What is Agentency?
Create your account
Create your first chatbot
Find your way around the dashboard
Try Test Chatbot before you go live
Go-live checklist
Invite your team (quick start)
How to use this Help Center
Account and profile
Update your profile
Change your name or email
Verify your email
Appearance, language, and timezone
Dark mode and theme
Install Agentency as an app
Delete your account
Onboarding and preferences
The Accounts list
Security and sign-in
Sign-in options
Reset your password
Two-factor authentication
Backup codes
Phone verification
Sign in with Google
Sessions and sign out
Team workspaces
What is an account?
Switch accounts
Invite and manage members
Roles and permissions
Leave or remove a member
Seats and billing for teams
Chatbots
The chatbot Playground tab
The chatbot Analytics tab
Activate or pause a chatbot
Rename or edit a chatbot
Chatbot appearance
Chatbot messages and language
Suggested messages
Chatbot AI settings
Delete a chatbot
Chatbot readiness
Knowledge base
Knowledge overview
Add text knowledge
Upload files
Scanned documents and images
Import from Google Drive or Dropbox
Dataset status and training
Remove knowledge
Knowledge limits
Collections and ownership
Website crawling
Crawl a website
Crawl from a sitemap
Crawl status and history
Robots.txt and blocked pages
Recrawl or stop a crawl
Crawl limits
Smart content extraction
Instructions and actions
Write instructions
Instruction limits
What are Call actions?
Create a Call Action
Use a template
Call action template reference
HTTP connectors
Hand off to a human
Show buttons and quick replies
Notify your team
Collect visitor details
Call Action history
MCP connector availability
Conversations
The conversations list
Read a conversation
Conversation feedback
Sources and citations
Untrained mode
Export and privacy
Channels
Channels overview
Messaging channels availability
Connect WhatsApp
Connect Telegram
Other messaging apps
Connect Messenger
Connect Instagram
Connect Slack
Connect Discord
Connect LINE
Connect Viber
Connect WeChat
SMS channel
Coming soon channels
Website widget
Embed the website widget
Allow the widget on your domains
Name visitors on the widget
Iframe embed and direct link
Change the widget look and position
The widget is not showing
Put the widget on a landing page
Control the widget from your code
Plugins and integrations
Website plugins overview
Install the WordPress plugin
Shopify and other storefronts
Salla and Zid
Add the chat to a Wix site
Add the chat to a Squarespace site
Add the chat to a Webflow site
Add the chat to a Ghost publication
Add the chat to a Blogger blog
Add the chat to a BigCommerce store
Add the chat to a Magento store
Add the chat to a PrestaShop store
Add the chat to a Joomla site
Add the chat to a Drupal site
Zapier and Make
Custom API and your own backend
Which plans include integrations
Hosted chatbot page
Share a hosted chatbot link
Control who can open the hosted page
Credentialed accounts on the hosted page
Change the hosted page handle
Old /bot links still work
The hosted page says the chatbot is not ready
Hosted page vs website widget
Customers and leads
Open the customers list
Read a customer profile
Set lead capture fields
Export customers to CSV
Anonymize a customer
Where leads come from
Analytics
Understand dashboard KPIs
Pick 7, 30, or 90 days
Read conversation quality
Why your dashboard days start when they do
Analytics shows no data yet
Billing and plans
Plans and what you get
How message credits work
Buy more credits
Payment method and invoices
Upgrade or downgrade
Extra chatbots and extra knowledge
Chatbot and knowledge limits
Why Billing is missing
Developer API
Create a personal access token
Choose token scopes
API host — no /api prefix
API reference on the Developer tab
Webhooks and outbound HTTP
Rotate or revoke a key
Troubleshooting
I cannot sign in
The chatbot will not answer
Knowledge is stuck processing
The widget is blocked
We are out of credits
A teammate cannot see the chatbots
The hosted page is 404
Contact Support
The Agentency website
The features page
The how-it-works page
The integrations page
The industries hub and vertical pages
The pricing page
The security page
The about page
The blog and the newsletter
Privacy, terms, and cookies
The operator area is not documented here
Is the Playground the page visitors see?
Why does the preview not show my new colours?
Can I chat in the preview?
Where did Test Chatbot go?
Where are the numbers and the Needs attention panel?
What should I do with the Needs attention panel?
Analytics says a knowledge update is re-syncing. Should I do anything?
Why are all the numbers zero?
How is this different from the Dashboard home?
Does activating train the chatbot?
Is pausing the same as deleting?
Should I pause while knowledge is re-syncing?
Does pausing reduce my bill?
Can I activate on the Free plan?
Does renaming break my public link?
Does renaming break the website widget?
Can I keep a stable public address while renaming?
Can two chatbots share a name?
Why is Save changes greyed out?
Why did the widget not pick up my new colours?
What image should I upload as an avatar?
Does this change my dashboard theme?
Where are the font settings?
Does the primary language limit which languages the chatbot replies in?
What makes a good fallback message?
Where do I write a rule like "never mention competitors"?
My fallback message fires constantly. What now?
Why is my preferred font missing?
Where do suggested messages appear?
Why did the suggested messages disappear after the first message?
Does Generate with AI use my message credits?
How many suggested messages can I add?
Can I write suggested messages in more than one language?
Is a suggested message the same as a Button action?
Why is there no model picker or temperature slider here?
Should I choose Short or Long?
I turned reference links on and no links appear.
Does a longer response cost more credits?
Where do I paste my OpenAI key?
Will this delete my whole Agentency account?
Do conversations survive for reporting?
Why can't I see the delete button?
Does deleting free a slot on my plan?
I deleted the wrong chatbot. Can support restore it?
Does finishing training activate the chatbot?
How do I tell an activation problem from a training problem?
Should I deactivate while a crawl or re-sync runs?
The link 404s but Test Chatbot works. Why?
Can a Free chatbot be fully ready?
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