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Build support around your own answers

Give each agent source material, response rules, and a clear handoff path. Your team can test the result before customers see it.

Build an agent for freeReview plans

What the visitor sees

01 AI agents

Answers you can check. Every reply cites its source.

Add links and files, and the agent answers from them. Numbered citations open the exact source, and visitors rate every reply.

  • Website links, PDF, Word, CSV, Markdown, HTML, and text files
  • A model and instructions for each agent
  • Thumbs up or down on every answer
Returns agent

Can I return a jacket I got last week?

Yes. Unworn items can be returned within 30 days of delivery.1 Returns are free with the prepaid label in your order email.2

2 sources
  1. 1Return policy.pdf
  2. 2Shipping FAQ
Message the returns agent…

02 Inbox

When the agent stops, your team picks up the same chat.

Handoffs land in Live chat with the whole transcript. Email sent to your support address becomes tickets you can assign, prioritize, and annotate.

  • A live chat queue of visitors waiting for a teammate
  • Email tickets with assignees, priorities, and internal notes
  • Mine, Unassigned, Pending, and Closed views

What your team sees

MMayaReturns agentTeam handling

The zipper broke after a week. Can someone take a look?

Damage in the first 30 days is covered, so I’ll pass this to the team with our conversation attached.

Moved to live chat with the transcript

Internal note · Delivered 9 days ago, so the 30-day policy covers it.

Sam

Hi, I’m Sam from the team. I can see the whole conversation, so let’s sort this out.

ReplyInternal note
Reply…

03 Analytics

Find the questions it missed. Answer each one once.

See conversations, handoffs, ratings, and outcomes for the last 7, 30, or 90 days. Replies rated not helpful and chats handed to your team are listed with a “Write the answer” action on every row.

  • Conversations, handoffs, and answer ratings
  • Outcomes: resolved, escalated, and team handling
  • Top questions from opening messages
  • Conversations1,284
  • Handoffs96
  • Not helpful23

Outcomes

  • Resolved58%
  • Agent handling21%
  • Team handling13%
  • Escalated8%

04 Knowledge base

Publish a help center. Your agent answers from the same articles.

Write articles in categories and publish them on a public help center. Add the published articles to an agent, and the help center offers “Ask our assistant”.

  • Categories, search, and article pages
  • Your own domain for the help center
  • Published articles become agent sources
AHelp centerAsk our assistant

How can we help?

Search for answers
  • Returns & refunds6 articles
  • Orders & shipping4 articles
  • Account & billing3 articles

Returns agent · Sources

Refund timelinesHelp articleReady

What your team controls

The agent has rules. Your team has the last word.

Chatsy keeps the source, the response, and the handoff in one workflow. That makes a weak answer easier to find and fix.

  • A supported model and response instructions for each agent
  • Widget color, welcome message, and suggested questions
  • Built-in tools for tickets, lead forms, and web search
  • Public access, and a role for each teammate
Returns agentSettings

Model

Claude Sonnet 4.5

Response instructions

Answer from the return policy and the shipping FAQ. Keep replies short and friendly, and hand damaged items to the team.

Use knowledge sourcesSearch processed sources before writing an answer.

Good fit

Use Chatsy when the answer should come from documented source material.

  • Your team already maintains product docs, policies, or help articles.
  • You need web chat with a clear path to a person.
  • You want to review transcripts and improve the source content over time.

Not a fit

Choose another tool when the workflow needs a different foundation.

  • You need voice-first call routing or an IVR.
  • You require an on-premise or air-gapped deployment.
  • You need a visual branching builder instead of model instructions.
  • You need medical or legal answers without human review.

Questions

Product details, without the sales script.

Add website links or upload text, HTML, Markdown, CSV, Word, and PDF files. Chatsy processes each source and shows its status so you can fix failed or incomplete content before testing the agent.

The Free plan includes budget models. Paid plans add the wider model catalog from OpenAI, Anthropic, Google, Meta, Mistral, and DeepSeek. Models use between 1 and 10 credits per response. The pricing table shows the current range for each plan.

Your team can open active conversations in the Live Chat dashboard and reply with the transcript in view. The built-in support ticket action gives the agent another handoff path when a conversation needs follow-up.

The dashboard supports connection setup for Calendly, Pipedrive, Zendesk, Klaviyo, Slack, Stripe, and Mailchimp. Cal.com, HubSpot, Shopify, Salesforce, and Zapier are planned. Agents cannot run these actions yet, and the Stripe templates are read-only.

Chatsy encrypts saved integration credentials with AES-256-GCM and uses them on the server when an approved action runs. Workspace roles and resource access control which team members can reach agents, mailboxes, and knowledge bases.

Yes. Hobby and higher plans include a mailbox and knowledge base. Plan limits set the number of mailboxes, knowledge bases, team seats, and agents available in each workspace.

Yes. Set the primary color, welcome message, agent name, and icon in the dashboard. Preview the widget before you copy the embed code to your site.

Test the answer before you install the widget.

Start with your hardest question. Add your sources and ask it before a customer does.

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