Documentation Center

Getting Started

Agent8Ai introduction: channels, chatbots and AI agents.

• How Agent8Ai works — Channels, Chatbots and AI Agents
• Timezones and date/time format in Agent8Ai
• Organisation, workspaces, users and roles
• Free trial of the Basic plan: 30 days, no card needed

Chatbots & AI

Configuration, prompts and variables of AI agents.

• AI Agent Configuration (timezone, format, options)
• AI credits: alerts and what happens if they run out
• AI Agent prompt variables

Agent Tools

Features and external services the AI agent can use to provide richer responses and automated actions.

• The Agent8Ai calendar: complete guide
• Create and configure your first calendar
• What a calendar is and how the booking system works
• Manage resources and appointment types: activate, archive and restore
• Manage your calendars: search, activate, deactivate and delete
• Customize the public URL of your organization and calendars

Channels

• Channels: what’s available and how each one connects
• Meta channels: own credentials or guided connection, App Secret, expiry and alerts
• WhatsApp: connect your number and set it up
• Instagram: connect your account and set it up
• Messenger: connect your Facebook page
• Website chatbot: create, customise and install

Leads & sales

Capture, qualify and follow up your leads: leads board, AI qualification and notifications.

• Leads: the board, its columns and its notifications
• Lead qualification
• Contacts: folders, moving and deleting

Voice Agents

Coming soon

Customer service

Tickets, notifications and your team's day-to-day with customers.

• Notifications: bell, email and preferences
• Tickets: inboxes, categories, deadlines and notifications
• Email helpdesk: turn every email into a ticket (with or without AI)

API Reference

Coming soon