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Find guides, tutorials, and answers for building and managing your AI assistants.
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Getting Started
Create your workspace, set up your first assistant, and deploy in minutes.
Learn moreKnowledge Sources
Connect content from URLs, PDFs, Google Drive, and more. Understand source health.
Learn moreAssistants
Configure system prompts, models, temperature, versioning, and publishing.
Learn moreInbox & Handoffs
Human handoff rules, the handoff packet, managing threads and assignments.
Learn moreActions
Create action definitions with the propose, approve, execute approval flow.
Learn moreAnalytics
Outcome metrics, cost tracking, usage monitoring, and performance insights.
Learn moreBilling
Plans, usage limits, invoices, and upgrading your subscription.
Learn moreTemplates
17 industry templates, Customer support, Sales, HR, Property, Restaurant, Healthcare, Plumber, Salon, Garage, Childcare, Legal, Gym, Church, FE Course Advisor, FE Clearing, plus 2 turnkey FE setups.
Learn moreChannels & WhatsApp
Deploy on the web widget, WhatsApp Business, SMS, Telegram or email. Step-by-step Twilio webhook setup for WhatsApp.
Learn moreVector search & ingest
How comxbot finds the right knowledge, semantic vector search with pgvector, the ingest pipeline, and source health monitoring.
Learn moreEmbedding the widget
Add the chat to your site three ways: a floating bubble, inline on a page or a no-script iframe for SharePoint, Notion and Confluence.
Learn moreLeads & handoffs
Capture leads from chats and the message form, escalate to a person, and work it all from one inbox with search, filters and CSV export.
Learn moreProactive triggers
Open the chat with a tailored message after a visitor has spent time on a page, so browsers turn into conversations.
Learn moreBusiness hours
Show an open or closed status and collect details out of hours, so nothing gets lost overnight.
Learn morePay-in-chat
Let the assistant share a secure Stripe payment link once a customer has agreed to pay.
Learn moreWebhooks
Send lead and handoff events to Slack, Zapier or your CRM the moment they happen, with no coding.
Learn moreRouting rules
Decide who picks up a handoff so the right enquiry reaches the right person or team.
Learn moreForms
Collect structured details with a proper form in the widget, on a page or in email follow-ups.
Learn moreTesting & quality
Test before you publish, keep your knowledge healthy and turn unanswered questions into answers.
Learn moreSingle sign-on (SSO)
Let your team sign in with your existing company or college login through SAML.
Learn moreCustom domain
Serve the chat from your own web address so it looks like part of your site.
Learn moreData retention & privacy
Set how long conversations are kept and stay on the right side of GDPR.
Learn moreAPI keys
Connect comxbot to your own systems, or bring your own AI provider key.
Learn moreDaily digest email
Get a one-screen summary of yesterday's activity every morning.
Learn moreAccessibility & SEND
Make answers easier to read and follow, with plain English, step-by-step and read-aloud modes.
Learn moreCollege Vertical
Seven specialised assistants including guided learning, clearing assistant, safeguarding, SEND modes, funding rules and official UK data.
Learn moreGuided learning (ThinkGuide)
Help learners work through a problem step by step, with support that adjusts to how much they're struggling.
Learn moreLearner profiles
Remember each learner's support needs and preferences across sessions.
Learn morePrompt builder for teachers
Generate question sets and lesson prompts from your own course material.
Learn moreAI guardrails for education
Keep learner-facing assistants safe, on-topic and free of assignment answers.
Learn moreAI provider keys (BYOK)
Bring your own OpenAI, Anthropic or Google key, or let comxbot manage one for you.
Learn moreFrequently asked questions
How do I add my first knowledge source?
Navigate to Sources in your dashboard, click 'Add Source', and choose from URL, PDF, Google Drive, OneDrive, or manual entry. Your content will be automatically chunked and embedded.
Read moreWhat happens when the assistant can't answer?
Comxbot uses recovery loops: it will try rephrasing retrieval, ask clarifying questions, offer forms, or escalate to a human via the handoff inbox. You can configure the escalation rules.
Read moreHow does the approval flow work for actions?
Actions follow a propose, dry-run, approve, execute flow. The assistant proposes an action, optionally runs a dry-run, then requires human approval before executing. You can also set auto-approve for low-risk actions.
Read moreCan I use my own API keys for AI models?
Yes. Comxbot supports BYOK (Bring Your Own Key) for OpenAI, Anthropic, and Google models. Configure keys in your workspace settings under the AI Gateway section.
Read moreWhat is source health and why does it matter?
Source health is a composite score measuring freshness (how recently content was updated), citation rate (how often the source is cited), and retrieval score (how well chunks match queries). Unhealthy sources are automatically deprioritised.
Read moreHow does safeguarding detection work?
Comxbot monitors conversations for safeguarding indicators including self-harm, abuse, exploitation and distress signals. When detected, the assistant immediately provides support information and escalates to the designated safeguarding lead. All flagged conversations are logged in the safeguarding dashboard.
Read moreStill need help?
Our support team is ready to assist you with any questions about building and managing your AI assistants.
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