If you need help, you can contact our support team at support@example.com
If you need help, you can contact our support team at support@example.com
Document chunks are shown below. To delete documents, use the Documents tab.
| File Name | Size | Type | Uploaded |
|---|
Document:
All chunks of this document will be reassigned together.
Show to users based on their campaign interaction history
Choose ONE trigger type to determine when this campaign should display
HubSpot Form Selected
This will use the predefined form fields and submit to HubSpot for marketing automation.
This will:
Your profile and settings will be kept.
Choose your preferred theme. Dark theme uses Python/Cursor inspired colors for a code-friendly experience.
Adjust text size and spacing for your comfort. Changes apply instantly.
Your typed prompts are saved for quick access using the up/down arrows in the input bar.
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Loading custom fields...
Define custom fields that appear for all visitors. Fields can be used in forms and for visitor profiling.
This will:
⚠️ You'll need to update any applications using this key.
This action cannot be undone.
💡 Consider rotating the key instead if you need to maintain access.
Are you sure you want to permanently delete this CRM connection?
This action cannot be undone. You will need to reconnect and reconfigure all field mappings.
Please authenticate to access system administration features.
Configure the welcome message that appears when users first visit the chat interface.
Configure the AI assistant's behavior and expertise areas.
Manage the favorites section in the left sidebar. Add links, contact modal triggers, and custom actions.
| Icon | Name | Type | URL/Action | Description | Actions |
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Manage the prompt library section. Create custom prompts that execute Claude API calls and display results in chat.
| Icon | Name | Category | Prompt Preview | Usage | Actions |
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Manage dynamic user segments for targeted campaigns. Segments are automatically created by analyzing conversation patterns and user behavior.
Total segments
User-segment relationships
Auto-segmentation
Scheduler status
| Icon | Segment Name | Type | Members | Description | Created | Last Updated | Actions |
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Select segments to merge and choose the target segment.
| Type | Status | Users Analyzed | Segments Created/Updated | Started | Duration |
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Create and manage marketing campaigns targeted to user segments. Track engagement and conversions.
| Name | Type | Status | Priority | Delivered | Form % | Max | Cool | Actions |
|---|---|---|---|---|---|---|---|---|
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No campaigns yet. Click "Create Campaign" to get started. |
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Organize knowledge base documents into themed collections.
Upload and manage documents and images for RAG (Retrieval Augmented Generation).
View usage analytics, user activity, and system performance metrics.
Select timeframe and click "Generate Report" to view analytics
| Segment Name | Type | Members | Avg Confidence | Characteristics |
|---|
| Prompt Name | Category | Total Clicks | Unique Users | Companies | Last Used |
|---|---|---|---|---|---|
| No data yet - click some prompts to see statistics | |||||
| Favorite Name | Action Type | Total Clicks | Unique Users | Companies | Last Used |
|---|---|---|---|---|---|
| No data yet - click some favorites to see statistics | |||||
| Company | Total Clicks | Prompts | Favorites | Active Users | Clicks/User |
|---|---|---|---|---|---|
| No company data available | |||||
| User Info | User ID | Today | Week | Month | Quarter | Year | Actions |
|---|---|---|---|---|---|---|---|
| Click "Generate Report" to view discussion data | |||||||
| TOTALS: | - | - | - | - | - | ||
| Submitted | Campaign | User | Company | Fields | Actions | ||
|---|---|---|---|---|---|---|---|
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Generate report to view form submissions |
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Custom fields analysis will appear here after loading submissions
Configure clustering, database pool, caching, and performance settings.
Configuration changes saved. Restart the server to apply worker and database pool changes.
Configure API credentials, external services, and application settings. All changes are stored securely in the database.
Customize logos, colors, and visual appearance for white-label deployment.
No logo uploaded
No logo uploaded
No favicon uploaded
Loading color customization...
Loading color customization...
Drag buttons to reorder. Primary style = dark background, Secondary = outlined.
Configure where form submissions are sent (HubSpot, Salesforce, Marketo, or custom endpoints).
Map product fields to your endpoint's field names
Add custom HTTP headers to include with form submissions
No custom headers. Click "+ Add Header" to add one.
Configure loading messages displayed while AI generates responses. Messages rotate to keep visitors engaged.
Loading messages...
Customize error messages shown to users when AI service issues occur. Use first-person "we" to maintain your brand voice and create a helpful experience.
Too many API requests in short time
AI servers experiencing high demand
Request took too long to process
API credentials invalid or expired
Request format is incorrect
Connection failed
Content violates safety policies
Unexpected errors not categorized above
Configure your company information used in legal documents and other site content via tokens like {{site_company_name}}.
Manage admin users, passwords, and access permissions.
| Name | Role | Status | Created | Actions |
|---|
Connect your CRM and sync contacts bidirectionally with visitor data.
Enter your HubSpot developer app credentials to enable OAuth integration
Salesforce CRM integration will be available in a future release. It will include the same powerful features as HubSpot:
Search, edit, and manage visitor profiles. Mark customers and track engagement.
| First Name | Last Name | Company | Fingerprint ID | User ID | Actions | |
|---|---|---|---|---|---|---|
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Search for visitors or apply filters to load |
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Define custom fields that appear for all visitors. Fields can be used in forms and for visitor profiling.
| Field Name | Field Label | Type | Category | Required | System | Actions |
|---|---|---|---|---|---|---|
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Loading custom fields... |
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| User Count | Fingerprints | Actions | |
|---|---|---|---|
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Click "Refresh Duplicates" to check for duplicate users |
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Step 1 of 3: Describe what you want
| Trigger | When it fires | Example phrase |
|---|---|---|
| Score Change | Visitor score crosses threshold | "When score goes above 80..." |
| Segment Join | Visitor added to a segment | "When someone joins Enterprise segment..." |
| Segment Leave | Visitor removed from segment | "When user leaves Active segment..." |
| Form Submit | Visitor submits a form | "When contact form is submitted..." |
| Chat Message | Visitor sends chat message | "When visitor asks about pricing..." |
| Scheduled | At specific times (cron) | "Every day at 9am..." |
| Agent Complete | When another agent finishes | "After 'Lead Scoring' agent completes..." |
| Manual | Test button only | (For testing) |
| Action | Description | Example phrase |
|---|---|---|
| Send Email | Send personalized email via Mailgun/SendGrid | "Send a welcome email..." |
| AI Analysis | Analyze visitor data with AI for decisions | "Analyze their company size..." |
| Add to Segment | Add visitor to a segment | "Add to Enterprise Leads segment..." |
| Update Fields | Update visitor custom fields | "Set their status to qualified..." |
| Delay | Wait before next action | "Wait 2 hours, then..." |
| Condition | If/then branching logic | "If they're enterprise..." |
| Webhook | Call external API | "Send data to Zapier..." |
| Sync to CRM | Sync contact data to HubSpot | "Sync to HubSpot with their score..." |
| Add to HubSpot List | Add contact to a static list | "Add to the 'Hot Leads' list in HubSpot..." |
| Create Task | Create follow-up task with optional reminder | "Create a task for the account owner due in 3 days with a 2 hour reminder..." |
| Create Deal | Create opportunity/deal | "Create a deal worth $50k..." |
| 🔥 Mark as DQL | Disqualify lead with date | "Mark as disqualified lead..." |
⏰ Task Reminders: Add "with reminder" or "remind in X hours" to set task reminders. Tasks can be assigned to specific users or the "account owner".
| Trigger Agent | Trigger another agent in chain | "Then trigger the 'Sales Follow-up' agent..." |
💡 Tip: Agents can be chained together! Use "then trigger [agent name]" to create workflows that span multiple agents.
| Call Webhook | Send HTTP request to external URL | "POST to https://api.example.com/leads with visitor data" |
💡 Tip: Webhooks can send data to Slack, Zapier, Make, or any API. Use tokens like {{visitor.email}} in the URL or body.
{{visitor.email}} - Email address{{visitor.first_name}} - First name{{visitor.last_name}} - Last name{{visitor.company}} - Company name{{visitor.company_website}} - Website URL{{visitor.job_title}} - Job title{{visitor.phone}} - Phone number{{score.total_score}} - Total score{{score.engagement_score}} - Engagement{{visitor.visit_count}} - Visit count{{visitor.last_seen_at}} - Last seen{{visitor.created_at}} - First visit{{visitor.custom_field_name}}{{visitor.field_name}}
{{trigger.type}} - Trigger type{{trigger.old_score}} - Previous score{{trigger.new_score}} - New score{{trigger.segment_name}} - Segment nameCopy these descriptions directly into the agent creator. They exercise the most important trigger + action combinations.
When a visitor sends a chat message, immediately send an email notification to nick@gptweb.com with subject "💬 Chat from {{visitor.email}}" containing the visitor's name, company, score, and their message. Format the phone number and timestamp in friendly format.
When a visitor's score goes above 50, create a HubSpot task for the account owner with subject "🔥 Hot Lead: {{visitor.email}}" due in 1 day with a 2-hour reminder. Include their score, company, and last activity date in friendly format.
When a visitor submits a form, wait 5 minutes then send a thank-you email. Sync them to HubSpot and add to the "Form Submissions" list. Create a task for sales to follow up within 2 days.
Every day at 9am, send a summary email to sales@company.com with the count of new leads, high-score visitors, and form submissions from the past 24 hours.
When a visitor's score goes above 70, POST a webhook to https://hooks.slack.com/services/YOUR/WEBHOOK/URL with JSON containing the visitor's email, name, company, score, and a link to their profile.
When any visitor's score changes, use AI to classify them as "hot", "warm", or "cold" based on their score and engagement. If hot, trigger the "Hot Lead Handler" agent. If warm, trigger "Nurture Campaign" agent. If cold, do nothing.
When {{visitor.lead_score}} goes above 80:
1. Use AI to analyze their company - look at {{visitor.company_website}}
2. If enterprise (500+ employees):
- Sync to HubSpot with score {{score.total_score}}
- Add to "Enterprise Leads" HubSpot list
- Create task for Sarah (sarah@company.com) due in 3 days
Subject: "Follow up with {{visitor.first_name}} at {{visitor.company}}"
- Create deal "{{visitor.company}} - Enterprise Opportunity" for $50,000
3. Then trigger the "Enterprise Outreach" agent
When {{visitor.lead_score}} drops below 30:
1. Use AI to analyze why - check their engagement and company fit
2. If disqualified:
- Mark as DQL (disqualified lead) in HubSpot
- Add to "Disqualified" segment
- Send gentle "staying in touch" email
3. If requalifiable later:
- Add to "Re-engagement" nurture campaign
When a known visitor's visit count is more than 1:
1. Send a personalized welcome email to {{visitor.email}}
- Use a friendly, warm tone
- Greet them by name: {{visitor.first_name}}
- Mention their company: {{visitor.company}}
- Sign as John Smith, CEO
2. Add to "Welcome Series" HubSpot list
3. Sync to HubSpot with engagement score
When contact form is submitted:
1. Wait 5 minutes
2. Send thank-you email to {{visitor.email}}
- Reference their inquiry
- Professional but friendly tone
- Sign as Customer Success Team
3. Add to "Contacted" segment
4. Add to "Demo Requesters" HubSpot list
5. Then trigger the "Lead Scoring" agent
When a chat message contains "help" or "support": 1. Use AI to analyze the request urgency 2. If urgent (billing, access issues): - Create high-priority task for Support Team, due today - Send immediate acknowledgment email 3. If normal priority: - Add to "Support Queue" segment - Send "we'll get back to you" email - Create medium-priority task due in 1 day
After "Support Resolution" agent completes:
1. Wait 2 days
2. Send satisfaction survey email
- Friendly, appreciative tone
- Ask about their experience
- Sign as Customer Success Team
3. If {{visitor.is_customer}} is true:
- Create task for Account Manager to check in
- Add to "Happy Customers" segment
When lead score changes: 1. Analyze lead quality with AI 2. Route based on result: - If hot lead → Trigger "Sales Task Creator" agent - If warm lead → Trigger "Nurture Email" agent - If cold lead → Trigger "Lead Disqualification" agent
Control how often visitors can flow through this agent:
| Run Always | Agent runs every time trigger conditions are met |
| Run Once | Visitor only goes through agent once, ever |
| Cooldown | Visitor can re-enter after X days |
Use pipe formatters to convert raw values into human-readable formats. Just say "format phone", "friendly date", or "human-readable" in your description!
| {{visitor.phone|phone}} | → | (650) 438-3855 |
| {{visitor.last_seen|datetime}} | → | November 27, 2025 at 10:48 AM |
| {{visitor.last_seen|date}} | → | November 27, 2025 |
| {{visitor.last_seen|time}} | → | 10:48 AM |
| {{visitor.last_seen|relative}} | → | 2 hours ago |
| {{visitor.created_at|date}} | → | November 15, 2025 |
| {{visitor.visit_count|number}} | → | 2,085 |
AI is analyzing your requirements...
This usually takes 5-10 seconds...
Control how often the same visitor can flow through this agent:
Send a test email to verify your configuration.
Loading cache entries...
No cached responses yet
Responses will be cached as users interact with the AI
This will permanently delete ALL cached LLM responses.
All subsequent queries will require fresh LLM calls until new responses are cached.
This will remove stale cache entries based on your settings:
High-value entries (frequently hit) will be preserved.