Welcome to ConvoDocs

Last updated: May 20, 2025

ConvoDocs is an innovative AI-powered platform designed to revolutionize how you interact with your documents and knowledge base. Our intelligent agents make information retrieval seamless and efficient. This guide will walk you through the initial steps to get you up and running.

What You Can Achieve with ConvoDocs

  • Create Intelligent Agents: Build AI agents with distinct personalities and response styles tailored to your brand and audience.
  • Build & Manage Your Knowledge Base: Consolidate your information by adding various content types, including text, website URLs, and documents (PDFs, DOCX, etc.).
  • Embed Customizable Chat Widgets: Easily integrate a sleek, customizable chat widget onto your website, providing instant support to your users.
  • Monitor Conversations & Gather Feedback: Keep an eye on agent interactions, understand user queries, and collect valuable feedback to improve your services.
  • Track Usage & Manage Your Subscription: Monitor your agent's performance, track conversation volumes, and manage your subscription details all in one place.

Your Journey with ConvoDocs: Next Steps

  1. Account Setup: If you haven't already, sign up for an account and explore our subscription plans to choose the one that best fits your needs.
  2. Create Your First Agent: Navigate to the 'Agents' section and click on 'Create New Agent'. Give your agent a name and a purpose to start.
  3. Populate Your Knowledge Base: For your newly created agent, go to its 'Knowledge Base' tab. Start adding relevant documents, website links, or text snippets that your agent should learn from.
  4. Customize Your Chat Widget: Head over to the 'Widget' settings for your agent. Personalize its appearance (theme, colors, icon) and behavior to match your website's look and feel.
  5. Engage and Monitor: Embed the widget on your site. Start interacting with your agent and encourage your users to do so. Review conversation logs and analytics in the 'Conversations' and 'Dashboard' sections to see how it's performing.

For more in-depth information on specific features, please explore the other articles in our Help Center. We're excited to have you onboard!

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