How Chatbase works
Every Chatbase AI agent is built from the same parts. You can start with just training and deployment, and add the rest as you go.1
Train it on your content
Add Data Sources: website pages, files, text, Q&A pairs, Notion pages, and past support tickets. The AI agent answers from this content, so its answers match your business.
2
Tell it how to behave
Write instructions for its tone, scope, and rules, and choose the AI model it runs on. For multi-step requests like refunds or order issues, add Procedures it follows step by step.
3
Let it take action
Actions let the AI agent do things, not just answer: look up a Shopify order, book a meeting, collect a lead, call your own API, or hand the conversation to a person.
4
Test it before customers do
Try it in the Playground, and run Tests where a simulated customer talks to your AI agent and each conversation is graded automatically.
5
Deploy it where your customers are
Turn on channels and integrations: a chat bubble on your website, a Help Page, messaging apps, email, phone, and more.
What you can build with Chatbase
Why choose Chatbase?
Smart & Trainable
Train your AI agent with your own documents, websites, or databases for accurate, relevant responses
Easy Integration
Embed anywhere with simple copy-paste code, no technical expertise required
Interactive Actions
Pre-built Actions for human escalation, Slack, Stripe, Calendly, lead collection, and web search, plus Custom Actions to integrate with any API
Powerful Analytics
Track conversations, monitor performance, and continuously improve your AI agent
Lead Generation
Capture and manage leads automatically through intelligent conversations
Deploy Everywhere
Deploy your AI agent across multiple channels: Website, Email, Meta Apps, Shopify, Phone, Slack, Zendesk, and more
Frequently asked questions
Do I need to know how to code to use Chatbase?
Do I need to know how to code to use Chatbase?
No. You build, train, and test your AI agent in the Chatbase dashboard, and you add it to most websites by pasting an embed code. Some platforms need no code at all: the WordPress plugin uses your Agent ID, and the Shopify integration adds the Chat Bubble to your store automatically. Developers can go further with the API, Custom Actions, and Widgets.
What does the AI agent learn from?
What does the AI agent learn from?
Only the content you add as Data Sources: website pages, files, text, Q&A pairs, Notion pages, and support tickets. It follows the instructions you write, and you decide which Actions it can use.
Which AI models does Chatbase use?
Which AI models does Chatbase use?
You choose the model for each AI agent from several providers, such as OpenAI, Anthropic, and Google, or let Chatbase pick with Auto, the default for new AI agents. Each model uses a set number of message credits per reply. See Models comparison.
Can the AI agent hand a conversation to a person?
Can the AI agent hand a conversation to a person?
Yes. The Escalations Action creates a ticket in the Chatbase Helpdesk or in a connected helpdesk such as Zendesk, Freshdesk, or Salesforce. With live chat, a teammate can reply in the conversation in real time.
How do I know if my AI agent is giving good answers?
How do I know if my AI agent is giving good answers?
What languages does the AI agent speak?
What languages does the AI agent speak?
Your AI agent replies in the language the customer writes in, and you can train it on content in one language and get answers in another. Which languages it handles well depends on the AI model you choose.
Is Chatbase secure and compliant?
Is Chatbase secure and compliant?
Chatbase is SOC 2 Type II, GDPR, and HIPAA compliant. For HIPAA workloads, Enterprise plans include a Business Associate Agreement; see HIPAA compliance. Every workspace can also turn on two-factor authentication.
Next steps
Build Your First AI Agent
Create, train, and deploy your first AI agent in a few minutes.
Best Practices
Proven ways to improve your AI agent’s answers once it’s running.
Actions
Let your AI agent do more than answer: escalate, book, collect, and call your API.
Integrations
Connect Chatbase to your website, messaging channels, and business tools.
Analytics
Track conversations and measure how your AI agent is performing.