# Introduction to Bodt ### Overview Welcome to Bodt, your gateway to creating powerful AI-driven chatbots for your business. Whether you're a seasoned developer or a business owner with no coding experience, Bodt is designed to be intuitive, efficient, and user-friendly. Created in collaboration with [OpenAI](https://openai.com/), Bodt stands at the forefront of leveraging the capabilities of artificial intelligence to revolutionize customer interactions on digital platforms. ### AI Customer Support Chatbots **24/7 Availability**\ The AI Customer Support bot operates continuously, ensuring uninterrupted support for customers regardless of the time or day. **Cost Efficiency**\ The bot offers a significant reduction in expenses related to the onboarding and training of a traditional customer support team. Its consistent output guarantees uniformity in service quality. **Scalability and Performance**\ Designed to manage intricate queries, the bot maintains optimal performance even during high-demand periods. Its capability to handle multiple chats concurrently ensures timely responses to all customer inquiries. ### Enhanced User Engagement **Active Engagement**\ Beyond mere responses, the bot takes a proactive approach by recommending products, facilitating upselling and cross-selling, and suggesting pertinent topics to enrich the user's interaction. **Data Collection**\ The bot is equipped to gather essential details from visitors, such as email addresses, usernames, and phone numbers. This data collection aids in tailoring future engagements and follow-ups. ### Knowledge Hub for Businesses **Central Repository**\ The bot functions as a centralized knowledge hub, housing critical business information. This encompasses product specifications, the company's mission and vision, client interaction history, and more. **Employee Onboarding and Training**\ Utilize the bot as a tool for introducing new employees to the company's guidelines, organizational structure, and policies. This method ensures a streamlined learning process, promoting rapid acclimatization and increased productivity. **Integration with Business Analytics** \ The bot's compatibility with business analytics tools allows for the generation of detailed reports. This integration aids in performance assessment, strategic planning, and the identification of potential areas for improvement within the company's operations. Bodt is not just a chatbot builder; it's a comprehensive solution that bridges the gap between businesses and their customers using the power of AI. By integrating Bodt, businesses can ensure a seamless, efficient, and enhanced user experience, leading to increased engagement and potential growth. {% content-ref url="/pages/sRULrfXfs9OiIZotuU8M" %} [Getting Started](/getting-started) {% endcontent-ref %} {% content-ref url="/pages/TKL0aHtxERaRF8z47ajH" %} [Data Source](/data-source) {% endcontent-ref %} {% content-ref url="/pages/0dokQKnE6PH8Sy4WKqpS" %} [Broken mention](broken://pages/0dokQKnE6PH8Sy4WKqpS) {% endcontent-ref %} {% content-ref url="/pages/jf4dISS9OtBlwYeh5d2e" %} [Messages](/messages) {% endcontent-ref %} {% content-ref url="/pages/YCEtF8cicR0ajRY8XNXQ" %} [Profile](/profile) {% endcontent-ref %} {% content-ref url="/pages/MFfuOYc9lU7eJI8PF6bS" %} [Billing](/billing) {% endcontent-ref %} {% content-ref url="/pages/CQ8g3GKPRyzXJ4Nu3mem" %} [Support](/support) {% endcontent-ref %} {% content-ref url="/pages/AOoWsFWKJY7j6xA10l9g" %} [FAQs](/faqs/what-is-a-billing-unit) {% endcontent-ref %} # Getting Started We're thrilled to have you on board. Embarking on this journey, you'll be guided step-by-step to set up your very first chatbot, a powerful tool designed to enhance user engagement. We prioritize the uniqueness of your brand; hence, we'll walk you through importing data directly from your website, ensuring our AI models are trained specifically to resonate with your audience. Dive in to customize the widget, ensuring it aligns perfectly with your site's theme. By the end of this guide, you will have your first chatbot ready to be embedded on your website. We will wrap up the guide by asking for card details via our billing partner Stripe, to complete the account setup. Let's get started! {% content-ref url="/pages/HWkNY2FxihspXCVx5pJ7" %} [Creating Account](/getting-started/creating-account) {% endcontent-ref %} {% content-ref url="/pages/EmO5qsQoAE9yuwXgVhe9" %} [Setting up data](/getting-started/setting-up-data) {% endcontent-ref %} {% content-ref url="/pages/WoHD4rRHdVAVHPfTuAPy" %} [Configure Widget](/getting-started/configure-widget) {% endcontent-ref %} {% content-ref url="/pages/oRCmGKb9q0k4wYVIEZ5y" %} [Account Details](/getting-started/account-details) {% endcontent-ref %} {% content-ref url="/pages/Zso7aH3POR63j7zlvWW8" %} [Go Live!](/getting-started/go-live) {% endcontent-ref %} # Creating Account To use our services, create an account with us. Start by clicking on the "Signup" or "Connect Your Website" links on our website as shown in the screenshot below You can choose to signup via email / Google Account / Github account to complete your registration process.

Signup with Bodt.io

### Signup with Email / Password ### Signup with Google Account ### Signup with Github Account # Setting up data The next step is to train our AI models with your data. You can use your website to train our models. The website could be your company website or support website. The [bodt](https://www.bodt.io) will use that data to answer queries from your customers. ### Add Website Simply add your website URL or sitemap URL on this screen to get started. Click on "Save & Fetch Links" to fetch all records from your website.
### Train Model {% hint style="info" %} We only show the first 50 links on your website. You can choose to [train more links](/data-source/website) once we complete the onboarding. {% endhint %} At this stage, the onboarding module will fetch the first 50 links on your website. To start training our AI models, please chose the links and click on "Train Selected" as shown below. At this point, the onboarding will move on to the next step

Train bodt AI models using your website data

Please note that training our models incur charges to your account. # Configure Widget During this step of onboarding, you can customize the widget which will be embedded in your website. As you change settings for the bot, the preview in the right updates automatically to help you visualize how the bot will be on your website. You can customize the following settings of the bot **Bot Logo** Enter a URL that should be used as a logo for your widget. We recommend having an image that is square in shape (aspect ratio of 1:1) **Brand Color** Enter a color code (hex code) for your brand. If you are unsure how to find the color code for your brand, use a tool like to find the hex code of your desired color **Text Color** This is the color in which the text will appear in the header region of the bot widget **Welcome Message** This message is shown to all users who interact with your chatbot for the first time. Use this section to tell them about the magical bot on your website or promote your services. Once you have configured all settings, "Save Configuration" to move on to the next screen.

Configure Widget for bodt.io

# Account Details As part of the account setup, you will be required to choose a plan for your account and attach your card details. {% hint style="info" %} We use Stripe as our billing partner to process all payments. We never store your card details with us for the security of your credit card. {% endhint %} ### Choose Plan bodt.io offers two plans as of now **Pay as you Go** Flexible plan to start your journey with bodt.io. For $1 you get 25 pages (approx 50,000 words) of trainable content or 100 chat message replies. **Enterprise** The plan starts at $499/mon and offers reduced rates on the flexible plan that is $.85 for each unit. ### Attach Card Once you chose your desired plan, click on Attach a Card to link a credit card with your account. This will help us put charges on your account for the usage.
# Go Live! The last step of your onboarding journey is to embed the widget in your website. In the screenshot below, you see the code that is to be inserted on your website. You need to copy the code and insert it before the `` tag on your website. This will show the chatbot on your website. You can also share this code with your web developer, who can assist you to setup this code on your website
# Data Source Data sources are the brain for your chatbot. It provides it with the required business data to answer queries that your users will want to ask. We import your data into our system and train our AI models using that. Once our models are trained, they can answer queries from your users using your business data. We provide out-of-the-box integration to use data from regular Websites, WordPress, Zendesk, GitBook, Shopify, and other web-based CMS platforms. We also support using data from pdf files, docx files, doc files, and text files to train the models. More file formats are underway to help you import data for your business.

Website

Learn how to import data from web based platforms like WordPress, Shopify etc to train out model. Website

Files

Learn how to import data from files to train our modelsFiles
# Website Website sources help you use data from web-based platforms to train our AI Models. You can either enter the website URL () or the sitemap URL() to train our models. As of now, data from the following web-based platform can be used out of the box. * Regular websites * WordPress * Shopify * Wix * Zendesk * GitBook * Sitemaps * Magento 2 ### Add a new website To add a new website source, navigate to the "Data Sources" sidebar and Click on "Add Source". Choose "Website" as the source and click on it On the next form, add a name for your website and the link to your website or sitemap. If everything is in order, you can click on the "Add Source" button. Once you save it, you will be able to see the links we can find on your website.

Add a new website as source to bodt training data

### Train Model To train a model chose the links you want to use to train our AI models and click on "Train Selected". In case you want to use all the URLs, click on "Train All" and the system will use all website links to train the bot.
### Remove a link In case you want to remove the URLs used earlier as part of the training data, simply click on the "Delete" link next to it. It will remove the URL from the system and will not be used further to answer any queries. ### Delete the website as a source If you would like to remove the entire website as the source for bodt, simply navigate to the required source and click on the "Delete Source" button to remove it from the system. ### Tutorial {% embed url="" %} How to add a website to bodt.io sources {% endembed %} # Files Files sources are used when your business data is not available online. We support the following file formats * PDF * DOC * DOCX * TEXT {% hint style="info" %} If you need support for more files, reach out to our [support](/support). {% endhint %} ### Add Files To add a new data source based on the file, click "Data Sources" in the sidebar. Once the page opens, click on "Add Source" and choose "Files" as the source. This will open a new page where you can enter the name of the Source and upload up to three files, each up to 15MB. The files will be uploaded to our servers and once uploaded, you can click on "Add Source" to start training our models. Once the source is added, you can add more files, each file up to 15MB, to add to the training data.
### Delete Files If you would like to remove a file from the training system, simply click on "Delete" against the file to remove it from our system. ### Tutorial {% embed url="" %} # WordPress API Integration Bodt.io provides direct integration with WordPress API. Direct integration with API has the following advantages over the regular web-scraping way. * We are able to train our models with higher-quality data from your website * You can choose what content types (posts/pages/products etc.) to index. This provides an easy way to control the data you want to use with the bodt. * Using APIs directly helps you avoid scraping issues like blocking by ISPs, etc. * You are able to add protected content using credentials specifically for Bodt. * The entire process is much faster than regular scraping ### Add WordPress Site To add a new WordPress website, navigate to the "Data Sources" sidebar and Click on "Add Source". Choose "WordPress" as the source and click on it. A new form opens up that will request details for your WordPress setup. You need to provide the following details **Website Name**\ Name of the WordPress site you want to use. **Website URL**\ The URL to your WordPress setup. Do use a complete URL, including the https/http prefix. **Content Types**\ You will need to choose content types that you would like to use to train the model. We will need at least one content type to train the model. **Credentials**\ If you would want to use protected content (behind WordPress login) to train our model, please create an application password for our app. [Learn more about the application password](https://make.wordpress.org/core/2020/11/05/application-passwords-integration-guide/#Getting-Credentials). Add the username and password for the application password for us to access your protected content. Once you fill in all the details, click on "Add Source" to save all the details.

Add WordPress Source for Bodt.io

### Train Model To train a model choose the links you want to use to train our AI models and click on "Train Selected". In case you want to use all the URLs, click on "Train All" and the system will use all website links to train the bot. ### Remove a link In case you want to remove the URLs used earlier as part of the training data, simply click on the "Delete" link next to it. It will remove the URL from the system and will not be used further to answer any queries. ### Delete the WordPress Source If you would like to remove the entire website as the source for bodt, simply navigate to the required source and click on the "Delete Source" button to remove it from the system. ### Tutorial {% embed url="" %} # FAQs FAQs allow you to add custom content for your Bodt that may not be part of your other content sources. It also helps you provide focused solutions for specific user queries. For eg. in an eCommerce store, you can use the same to redirect the user to a refund policy page if someone asks for queries related to refund or return product. ### Add FAQ To set up a new group of FAQs, go to the source section in your project and click on "FAQs" to add a new set of FAQs. Add a title to this section, and press "Add Source". Once you add the group, you can add individual FAQs to this group. Click on "Add Question". In the pop-up, add a question and respective answer to that query. Once you save the question, it will be used to answer any subsequent user query via bodt automatically.
### Edit FAQ Edit an existing FAQ by simply clicking on the FAQ entry and providing an update questions or response. ### Delete FAQ Click on "Delete" button next to an FAQ and it shall be removed from the system to be used further ### Tutorial {% embed url="" %} Understand how to add FAQ to Bodt.io {% endembed %} # Custom Integration If you have an integration that is not listed here, please feel free to reach out to us. Our team will be glad to pick it up and build it for you. Drop an email to us at with your requirements and let our team make the magic happen for your business. You can also fill the form below to send us the message. {% embed url="" %} # Notion ## Integrating Notion as a Data Source This guide describes how to integrate Notion as a data source within your project. Integrating Notion allows you to fetch and pull documents from your Notion workspace into our system, enabling indexing and easy access. ### Tutorial {% embed url="" %} Notion Integration {% endembed %} #### Step-by-Step Guide Follow these instructions to add Notion as a data source: 1. **Navigate to the Correct Project** * From the navigation bar, select the project where you wish to add the Notion data source. 2. **Access Data Sources** * On the navigation menu, select **Data Sources**. 3. **Initiate the Add Source Process** * Click the **Add Source** button. 4. **Select Notion** * Choose **Notion** from the list of available data sources. 5. **Authorize Notion Access** * You will be prompted to authorize your Notion account. * Sign in with your Notion credentials and grant the requested permissions. 6. **Set Permissions and Select Pages** * Ensure you review and confirm the required permissions. * Proceed by clicking **Select Pages**. 7. **Choose Documents** * Select the checkboxes next to each Notion document you wish to fetch. * After selection, click **Allow Access**. 8. **Completion** * After successful authorization and document selection, you'll be redirected back to our application. * Your newly added Notion data source with the selected files will now be visible under **Data Sources**. #### Automatic Document Fetching Our application supports auto-fetch functionality, which periodically fetches and updates your selected Notion documents. You can enable or disable this feature within the settings of your Notion data source after it has been successfully integrated.
*** For further assistance or troubleshooting, please contact our support team. # Google Drive ### Overview With the Autofetch feature enabled, the system periodically synchronizes data from selected Google Drive accounts, ensuring that the latest versions of files are always available. This functionality streamlines workflows by reducing manual updates and enhancing data accessibility within the project environment. ### Steps to Add Google Drive Source and enable autofetch **Step 1: Navigate to Your Project** * Open the application and use the navigation menu to select the desired project. **Step 2: Access Data Sources** * From the project's menu options, select the **'Data Sources'** menu. **Step 3: Add Google Drive Account** * On the Data Sources screen, click on the **'Add sources'** button. * Select **Google Drive** from the list of available data sources.

Setting up a Data Source

Select Google Drive from the list of options

**Step 4: Grant Permissions** * Follow the on-screen prompts to authenticate and grant permissions to your Google Drive account. Ensure all necessary permissions are allowed to enable file access.
**Step 5: Select Files to Add** * After successfully connecting your Google Drive account, select **'Add Data'**. * Choose the specific files from your Google Drive account that you wish to integrate into your project.
**Step 6: Enable Autofetch** * Locate the **Autofetch Settings** option within your project’s data sources. * Activate the Autofetch feature to enable automatic, periodic updates from Google Drive.

Autofetch Settings with Frequency

#### Important Pointers * Verify that the correct Google Drive account is selected when granting permissions. * Regularly review the Autofetch status to confirm that the synchronization is functioning as expected. #### # Chat Widget The Widgets Page serves as the central repository for all your widgets and chatbots. It offers a streamlined interface to manage, edit, and create new widgets. To reach the Widgets Page, simply click on 'Widgets' located in the main menu. Each widget can be updated. Users can make necessary modifications and save changes with ease. ### Create a new Chat Widget Users have the flexibility to create multiple chatbots, each tailored for different websites or purposes. Clicking on the 'Add Widget' button will navigate users to the 'New Chat Widget' page, where the creation process begins.

Add a new chatbot from bodt.io

### Configuration You can customize the following settings of the bot **Bot Logo** Enter a URL that should be used as a logo for your widget. We recommend having an image that is square in shape (aspect ratio of 1:1) **Brand Color** Enter a color code (hex code) for your brand. If you are unsure how to find the color code for your brand, use a tool like to find the hex code of your desired color **Text Color** This is the color in which the text will appear in the header region of the bot widget **Welcome Message** This message is shown to all users who interact with your chatbot for the first time. Use this section to tell them about the magical bot on your website or promote your services. Once you have configured all settings, click on 'Save'. ### Embed The last step of your onboarding journey is to embed the widget in your website. You can choose to either embed as a ChatBot or as an iFrame. #### ChatBot You need to copy the code and insert it before the `` tag on your website. This will show the chatbot on your website where the user can interact with your data #### iFrame If you would like to show a full-page iframe embedded for people to interact with your bot, copy the code in the iFrame section and add it anywhere on your webpage. You can also share this code with your web developer, who can assist you in setting up this code on your website.

Embed a chatbot or iFrame from bodt.io

# Chat Prompts Chat Prompts help you create quick message shortcuts for your chatbot. This allows visitors to understand commonly asked questions and interact with the chatbot quickly. Once chat prompts are set, the visitors will see the following buttons to start interacting with the chatbot.
Chat Prompts for Bodt

Chat Prompt for Bodt

### Add Chat Prompt To add a chat prompt for a chat widget, click on Widget -> \ you would like to add chat prompts. Click on the "Add Prompt" button and configure a prompt display text and the actual message sent to Bodt. Click on "Save" to save the settings for your prompts. You can add up to five chat prompts to be shown to your visitors. ### Delete Chat Prompt To delete a chat prompt, simply click on the "Remove" link against each chat prompt and save the widget. ### Tutorial {% embed url="" %} # Chat Persona {% hint style="warning" %} This is an advanced customization. If you are unaware of prompting techniques, you might corrupt your chatbot output. Reach out to support for any help required. {% endhint %} Chat Persona defines the character of your chatbot. It instructs your chatbot on how to behave when a user interacts with the Bodt. You can customize this behavior by simply visiting the settings section on the widget section and changing the "Chat Prompt" provided by the system to your widget. In the video below, you can see how the prompt is modified to let the widget always respond in French language. {% embed url="" %} Customise Chat Prompt for Widget to give it unique behaviour {% endembed %} # Lead Form Lead Form in Chat Widget is a workflow to capture visitor information in case you a visitor want to leave their contact details. Once a visitor submits their contact details, the system will email you with contact information and a link to visitor interactions. ### Configure Lead Form To enable the lead form in your widget, navigate to your Widgets -> Chat Widget. Click on the tab for Lead Form and enable the form. Once you enable the form, you will need to complete the following details * Required -> If you want visitors to fill in the lead information after their first interaction with the chatbot, enable this. If not, visitors can keep interacting with the chatbot, even without entering their contact details * Intro Message -> A message for visitors to understand why they need to share their contact details * Thank You Message -> A message that is shown to the visitors once they submit their contact details * Webhook URL -> You can integrate the lead capture form with third-party services like Zapier to capture lead information into your CRMs. You can enter a URL where the system will send lead information. * Data Fields -> You need to enable what all fields need to be captured in the lead form. ### Zapier Integration You can integrate the lead form into Zapier and potentially integrate it with any compliant application. You will need to #### Create a new Zap You start by creating a new zap from your account. You can do so by clicking on the "Create" button in the sidebar, after login to your account.

Create a new zap for Bodt Integration

#### Add Steps to Zap To build a zap, you need to create multiple step in the step. Each step defines what action will that zap take when executing your requests.

Create actions in zaper

#### Catch Hook Step The first step in your zap should be a "Webhook by Zapier" step. This is required so that your Zap can receive data from the Bodt app. You will receive a webhook URL when you set up this action. This webhook URL will be saved within your widget setting to share data.

Choose Webhook by Zapier as First Step

Setup webhook step

Webhook URL

#### Save the webhook URL in the widget You need to save the webhook URL from the above screenshot into the widget lead form webhook URL.

Configure webhook URL in widget setting

#### Integrate with any other app As a next step, you can now integrate the data received from Zapier into any other action available on the platform. For eg. you can connect the incoming lead data into the CRM like Hubspot, Pipedrive, etc. You can also save the incoming lead data into a Google sheet or send an email.

Integrate the incoming data from Bodt into third party zapier apps

# Messages Messages Page is a centralized hub where users can access and review the entire chat history. This includes all interactions the bot has had with store visitors. It serves as a valuable resource for understanding customer inquiries, feedback, and overall engagement with the platform. To visit the Messages Page, navigate to the main menu or dashboard and select the 'Messages' option. This will lead you directly to the page where all chat interactions are stored. ### Chat History At a glance, users can see a list of all conversations, sorted by date ensuring easy navigation through past interactions. ### View Conversation To delve into a specific conversation, users can click on any chat from the 'Messages' list. This will expand the chat, displaying the entire conversation thread between the bot and the store visitor.

Chat Histoy in Messages at bodt.io

Regularly review chat interactions to gain insights into common customer inquiries, feedback, and potential areas of improvement for the bot. # API This guide will help you understand how to use the API to integrate and automate your interactions with Bodt.io. ### Quick Overview The Bodt.io API allows you to interact with our services programmatically. The base URL for the API is ```http https://api.bodt.io/v1 ``` All API endpoints are prefixed with `/v1`, indicating the version of the API you are using. Ensure you include this version prefix in your requests. ### Authentication To ensure secure access to the API, all requests must be authenticated using a Bearer Token. This token can be found in the project settings section of your Bodt.io account. #### How to Authenticate 1. Retrieve your Bearer Token from the project settings section of your Bodt.io dashboard. 2. Include the token in the `Authorization` header of all your API requests. Here is an example of how to include the Bearer Token in your API request headers: ```http Authorization: Bearer ``` #### Example Request ```bash curl -X GET "https://api.bodt.io/v1/your-endpoint" \ -H "Authorization: Bearer " \ -H "Content-Type: application/json" ``` Replace `` with the token you retrieved from your project settings. ### Obtain API Credentials You can obtain API credentials from the "Profile" section of your account.

API Keys for bodt.io

### Error Handling The API uses standard HTTP status codes to indicate the success or failure of a request. Here are some common status codes you might encounter: * `200 OK`: The request was successful. * `400 Bad Request`: There was an issue with the request, such as missing parameters or invalid data. * `401 Unauthorized`: Authentication failed. Check your Bearer Token. * `403 Forbidden`: You do not have permission to access the requested resource. * `404 Not Found`: The requested resource does not exist. * `500 Internal Server Error`: An error occurred on the server. Try again later. ### # Chat Session {% openapi src="/files/Ys5N98HcFusNbj0jBjEL" path="/v1/interact/chat" method="post" %} [swagger.yaml](https://508918611-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwdzwyuBszBNWGUXL29Dw%2Fuploads%2FzyxkDxk8SIgs5AuD2AuG%2Fswagger.yaml?alt=media\&token=616cd238-0728-4099-8fdd-742401902224) {% endopenapi %} # Profile The Profile Page serves as a centralized location where users can view and manage specific details related to their accounts. This page is designed to provide a clear snapshot of the user's essential information and offers easy navigation for updates and modifications. **Name**\ Your registered name is prominently displayed, ensuring easy identification. **Email Address**\ View the email address associated with your account. This is the primary mode of communication for any notifications or updates. **Email Status**\ Check the current status of your email. This can indicate whether your email is verified, pending verification, or requires attention. To navigate to the Profile Page, click on Profile in the main menu under 'Account'. Clicking on this will direct you to the Profile Page.

Profile Form bodt.io

# Billing The Billing Page offers clarity on payment methods, and billing details, and provides functionalities for updates and modifications to ensure smooth financial transactions. ### Overview **Payment Method**\ Users can view the current payment method linked to their account, be it a credit card, debit card, bank transfer, or any other supported method. **Billing Details**\ This section displays the details such as the Name and Address of the cardholder. To reach the Billing Page, find Billing in the main menu under the 'Account' section. Clicking on 'Billing' will take you directly to the Billing Page.
### Updating Payment Method and Billing Details Adjacent to billing details and payment methods, users will find options to edit or update. This ensures that users can swiftly modify their financial details as required. Users can also update their billing address to ensure accurate invoicing. For any billing discrepancies or concerns, it's advisable to [contact support](/support) promptly to address and resolve the issue. # Teams Team Invitation Workflow in Admin Dashboard ### Overview The team invitation feature allows product owners to invite team members to their workspace, streamlining collaboration and access management. ### Process #### 1. Navigating to Teams Section * Log into the admin dashboard * Locate and click on the “Teams” section in the main navigation menu #### 2. Inviting Team Members * In the Teams section, find the “Add Member” button * Click “Add Member” to open the invitation form * Enter the email address of the person you wish to invite * Click “Send Invite” to process the invite

Invite a Team member

#### Roles | Role | Access | | ------ | ------------------------------------------------------------------------------------------- | | Owner |
  • All Read / Write Access
  • Can add members / admins / owners
| | Admin |
  • All Read / Write Access (Except Billing)
  • Can add members / admins
| | Member |
  • Read Access (Except Billing)
  • Cannot add Team members
| #### 3. Recipient Email Notification * The invited person receives an email with signup instructions * The email contains a unique invitation link #### 4. New Member Signup * The recipient clicks the invitation link in the email * They are directed to a signup page * The new member creates an account with their details #### 5. Access Granted * Upon successful signup, the new member is automatically added to the team. * They are granted User permissions within the dashboard. ### Key Benefits * Efficient team management * Secure access control * Streamlined onboarding process Tags \#TeamManagement #UserInvitation #AdminDashboard #Collaboration #AccessControl #Onboarding
*Keywords: team invitation, admin dashboard, user permissions, email invite, signup process, collaboration tools, access management* # Contacts ### Overview The Contact Module manages customer information by creating, viewing, and exporting contact data as customers initiate chats. Key Features: 1. **IP Address Location**: Identifies the IP address for state, country, and province. 2. **Contact Data Synchronization**: Collects and updates contact information through a form in the chat. 3. **Contacts Management**: Provides a contacts section where agents can view and manage contacts for each project. 4. **Contact Export**: Enables agents to export contacts based on a date filter, generating a CSV file stored on AWS S3 and cleaning up local storage. *** ### Features #### 1. Contact Creation * **Description**: When a new customer initiates a chat, a new contact entry is automatically created. * **Agent-Project Relationship**: An agent can belong to multiple projects, and each project can have multiple contacts. #### 2. IP Address Location * **Description**: The contact module locates the IP address details for better contextual understanding, mapping the IP to: * **State** * **Country** * **Province** #### 3. Contact Data Synchronization * **Description**: A form integrated into the chat collects additional information from the customer, filling any gaps in our contact records. * **Data Sync Process**: * Contact-specific questions are asked to gather missing information. * The contact module automatically updates records with this information. #### 4. Contacts Section * **Description**: A dedicated section where agents can view and manage contacts associated with a project. * **Contact Screen**: Displays a list of all contacts for the selected project, showing key details for easy access and management. #### 5. Contact Export * **Description**: Agents can export contacts using a date filter. The process triggers a job that generates a CSV file with contact data within the specified date range. * **Export Process**: 1. **Trigger Export Job**: When the export is initiated, a background job is triggered. 2. **File Delivery**: Upon completion, the CSV file is sent to the agent via email or a notification. * **Note**: Due to processing time, there may be a delay from export initiation to file delivery. *** ### FAQs **Q1: How long does the export process take?** * The time may vary depending on the amount of data to export. An email/notification is sent once the process completes. **Q2: Can an agent see contacts from other projects?** * No, agents only have access to contacts within projects they are assigned to. **Q3: How is data synced from the chat form?** * The chat form collects specific details from customers and automatically syncs this information to update the contact's record. *** # Support We're committed to ensuring your experience with our platform is seamless and rewarding. Whether you have a technical query, need assistance with configurations, or simply want to provide feedback, our dedicated support team is here to help. ### Email Support For general inquiries, feedback, or technical issues, you can reach out to us via email. Our team is always on standby to provide timely responses to your concerns. Send your inquiry email to our support email at [hello@bodt.io](mailto:help@bodt.io). The ETA for resolution depends on the plan you have chosen. ### Contact Us Form If you prefer a structured way to communicate your concerns or queries, our Contact Us form is the perfect avenue. Simply fill in the required details, and our team will get back to you at the earliest. The form to [contact us is available here](https://tally.so/r/3xjKDy) ### **Dedicated Support for Enterprise Customers** Customers subscribed to our Enterprise plan receive premium support. In addition, to email support, Enterprise customers have access to direct phone support, ensuring swift resolutions and personalized assistance. {% hint style="info" %} Phone support details are provided to Enterprise customers post-subscription {% endhint %} ### **Feedback & Suggestions** Your feedback is invaluable to us. If you have suggestions on how we can improve or features you'd like to see in the future, please don't hesitate to share. We're continually evolving, and your insights play a crucial role in shaping our platform. # What is a billing unit A billing unit is a standardized metric used to determine the cost of a service. Its exact nature can vary depending on the service and the provider offering it. In our context, a billing unit is defined by the services we provide. For a charge of $1, you have 100 messages and the capability to train on 25 pages, which is approximately 50,000 words. For those opting for our Enterprise plan, there's an added advantage: the price per unit drops to just $0.85, offering more value for larger requirements. This structure ensures transparency and clarity in our pricing model # What is your refund policy We are unable to process refunds for the subscription or the consumed units. If you cancel or downgrade your subscription at any point, the same is activated from the next billing cycle. # Do you have a free or a trial plan? We currently do not offer a free or trial plan. The reason behind this is the costs we incur for tokens consumed through OpenAI. However, we've designed a starter plan priced at $1, which allows users to train 25 pages or send 100 messages. This plan is particularly suitable for small businesses, startups, or those looking to experiment with our services without a significant initial investment. # Do you support multi-lingual? Absolutely! We are proud to offer support for over 90 languages. Our platform is designed to cater to a global audience, ensuring that language isn't a barrier. Whether you're communicating in English, Spanish, Mandarin, or any of the other languages we support, you can trust our platform to deliver accurate and efficient results. # Where is your data located? Our data is securely housed on servers provided by Azure and Pinecone, two renowned cloud service platforms. These servers are strategically located within the United States. Beyond just storage, we utilize these platforms to efficiently process the data we handle. A paramount concern for us is the security and privacy of the data entrusted to us. To this end, we employ robust encryption techniques, ensuring that your data remains protected against unauthorized access. Our commitment is not just to provide top-tier services but also to maintain the highest standards of data privacy and security for our users. # Can we integrate Bodt with our custom APIs? Absolutely! Our APIs are designed for seamless integrations, enabling you to provide a tailored experience for your users. Whether you're aiming to customize chatbot responses, streamline user interactions, or introduce new features, our API is versatile enough to meet your needs. APIs are currently in private beta. To request access to our APIs, please send us an email at or [reach out to our support](/support).