ZChat docs Documentation
How to set up ZChat: put the widget on your site, teach the AI from your content, decide what it may say and do, connect your CRM and calendar, sign your team in with SSO, and call the REST API.
Connecting a channel such as WhatsApp, email or Slack? Each one has its own step-by-step guide under Integrations.
Related Getting started — Install the widget, choose its language, send a first test chat.Knowledge sources — Websites, Notion, Zendesk, Confluence, Intercom, web pages, RSS and files.Connect your knowledge — Websites, help centers, Notion, public pages and feeds, files and Q&A pairs, and how retired pages are removed.Test your AI — Answer tests and multi-turn scenarios to run before the widget goes live.Handoff and takeover — When the AI hands a chat to a teammate, what the visitor sees, and the grace period.Approvals for AI actions — Runs automatically, visitor confirms first, or a teammate approves, and the approval timeout.AI guardrails and approvals — What the AI may say, and which actions wait for a person.CRM sync and booking — HubSpot, Salesforce, Pipedrive, Calendly, Cal.com, Google Calendar and Microsoft 365.SSO, SAML and SCIM — OpenID Connect, SAML 2.0 and SCIM provisioning.REST API — Endpoints, scopes, webhooks and examples.Status — Live status of each ZChat component, 90-day uptime and recent incidents.