> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insitechat.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# InsiteChat Features — AI Chatbot Capabilities

> Every InsiteChat AI chatbot feature in one place: website crawling, multi-source training, widget customization, lead capture, 14+ integrations, and the REST API.

Every capability InsiteChat.ai ships with today, organized by area. Use this as a single source of truth — every item below maps to a real feature in the product.

## Training & knowledge base

<CardGroup cols={2}>
  <Card title="Advanced website crawler" icon="globe" href="/training/website-crawler">
    Crawl any URL with CSS selectors (include / exclude), URL path filters, custom HTTP headers, recursion depth (0–5), and `sitemap.xml` support.
  </Card>

  <Card title="Auto-sync scheduling" icon="rotate" href="/training/syncing-content">
    Per-source daily / weekly / monthly auto-refresh, with frequency caps enforced by plan.
  </Card>

  <Card title="Document upload" icon="file-arrow-up" href="/training/document-upload">
    Drag-and-drop PDF, DOCX, PPTX, TXT, MD, and CSV files.
  </Card>

  <Card title="Plain text source" icon="paragraph">
    Paste FAQs, policies, or any free-form text with custom titles.
  </Card>

  <Card title="YouTube transcripts" icon="youtube">
    Train on video content — paste a YouTube URL and the transcript is imported automatically.
  </Card>

  <Card title="Cloud storage connectors" icon="cloud">
    Google Drive, Notion, Dropbox, OneDrive, and SharePoint pickers with OAuth.
  </Card>

  <Card title="Custom q&a — override AI answers" icon="circle-question" href="/training/custom-qa">
    Pre-written question/answer pairs that **always override** auto-extracted content. Top 2 matches injected first into the AI's context — guaranteed.
  </Card>

  <Card title="Automatic paraphrase matching" icon="wand-magic-sparkles" href="/training/custom-qa">
    Each Q\&A question is embedded as a 768-dim vector — one pair matches every way a visitor could ask it ("refund policy?", "money back?", "how do refunds work?").
  </Card>

  <Card title="Bulk source management" icon="list-check" href="/managing/source-management">
    Search, status filtering, multi-select, bulk re-sync, bulk delete, hover error details, and retry on failure.
  </Card>
</CardGroup>

## Conversation intelligence

<CardGroup cols={2}>
  <Card title="Three chat modes">
    AI (knowledge-base answers), Agent (tool use), and Hybrid (auto-route between the two).
  </Card>

  <Card title="Hybrid search">
    Semantic (vector) + keyword search combined via Reciprocal Rank Fusion for accurate retrieval.
  </Card>

  <Card title="Source citations">
    Every answer can show the underlying sources it pulled from.
  </Card>

  <Card title="Smart follow-ups">
    Auto-generate 1–5 contextual follow-up questions after each response (configurable count).
  </Card>

  <Card title="Custom instructions">
    System-prompt-level rules, tone guidelines, safety constraints, and temperature control (0.0–2.0).
  </Card>

  <Card title="Multiple instruction sets">
    Save and switch between named instruction profiles without retraining.
  </Card>

  <Card title="13 built-in personas">
    Default, Professional, Informative, Engaging, Inspirational, Playful, Sales Expert, Consultant, Problem Solver, Urgent, Empathetic, Neutral, Default Classic.
  </Card>

  <Card title="Custom personas">
    Create unlimited personas with title, description, and prompt. Switch the active persona in one click.
  </Card>

  <Card title="Multi-language support">
    Auto-detect and respond in 95+ languages. Explicit picker for English, Hindi, and Hinglish with auto-translated fallbacks.
  </Card>

  <Card title="Custom fallback message">
    Configure exactly what the bot says when it can't find an answer.
  </Card>

  <Card title="Reply length control" href="/managing/reply-length">
    Set a max words-per-reply for every channel. Default 200, no upper bound — go terse for mobile widgets or long-form for technical docs.
  </Card>
</CardGroup>

## Widget customization & branding

<CardGroup cols={2}>
  <Card title="Brand color & text color" href="/deployment/customization">
    Pick from a preset palette or use any custom hex.
  </Card>

  <Card title="Custom display name & logo">
    Name, avatar upload, and greeting message — all per chatbot.
  </Card>

  <Card title="Font size & icon sizing">
    Adjustable message font size and chat-bubble icon size.
  </Card>

  <Card title="Position & spacing">
    Left or right anchor, configurable bottom and side padding from the viewport.
  </Card>

  <Card title="Auto-open (desktop & mobile)">
    Trigger the widget to open after a configurable delay — separate settings for desktop and mobile.
  </Card>

  <Card title="RTL mode">
    Right-to-left layout for Arabic, Hebrew, Persian, and other RTL languages.
  </Card>

  <Card title="Quick prompts (questions & links)" href="/deployment/customization">
    Up to 5 starter chips shown before the first message — choose **Question** to send a message or **Link** to open any URL in a new tab.
  </Card>

  <Card title="Persistent follow-up buttons" href="/deployment/customization#follow-up-buttons-persistent-ctas">
    Up to 3 operator-controlled buttons that show after **every** bot reply — Question (sends a custom message), Link (opens a URL), or Escalate (hands off to a human with a custom confirmation).
  </Card>

  <Card title="AI initial suggestions">
    When the widget opens, the AI auto-generates 3 short, on-domain questions a visitor would likely ask first — based on your knowledge base.
  </Card>

  <Card title="On-domain smart follow-ups">
    After every reply, the bot suggests 1–5 follow-up questions drawn from your QA pairs and starter prompts — guaranteed to be answerable, never invented.
  </Card>

  <Card title="Conversation history">
    Toggle persistence across sessions and configure how many past messages stay in context.
  </Card>

  <Card title="Session timeout">
    Clear chat after N seconds of inactivity.
  </Card>

  <Card title="Localization (14 strings)">
    Translate every UI string in the widget — placeholder, errors, buttons, and more.
  </Card>

  <Card title="White-label watermark">
    Custom watermark text and link, or remove entirely (Growth+ plans).
  </Card>

  <Card title="Hide feedback buttons">
    Toggle thumbs up / down off if you don't want to collect feedback.
  </Card>
</CardGroup>

## Human support & escalation

<CardGroup cols={2}>
  <Card title="Inline escalation ctas" icon="life-ring" href="/deployment/human-support">
    After every bot reply, show a *positive feedback* button and a *connect to an agent* button — both labels and the post-escalation confirmation are fully customizable.
  </Card>

  <Card title="Multi-recipient email alerts" icon="envelope" href="/deployment/human-support">
    Send escalation emails to up to 10 addresses on top of the chatbot owner. Aliases, team buckets, on-call rotations all work.
  </Card>

  <Card title="Human support dashboard" icon="headset" href="/deployment/human-support">
    Dedicated triage view — filter by Open / Resolved, read full transcripts, mark resolved with one click, deep-link from email.
  </Card>

  <Card title="Escalation analytics" icon="chart-simple" href="/deployment/human-support">
    Total escalations, escalation rate, resolution rate, unresolved count, and average hours to resolve over the last 30 days.
  </Card>

  <Card title="Replace suggestions mode" icon="toggle-on" href="/deployment/human-support">
    Optionally hide smart follow-ups when the escalation CTA is shown — keeps the post-reply surface focused on a single decision.
  </Card>

  <Card title="Conversation-escalated webhook" icon="bolt" href="/deployment/human-support">
    Subscribe to `conversation.escalated` to fan-out into Slack, ticketing, or your CRM with the full conversation context.
  </Card>
</CardGroup>

## Lead management

<CardGroup cols={2}>
  <Card title="Custom lead forms" href="/deployment/lead-capture">
    Built-in name / email / phone plus unlimited custom text and select fields.
  </Card>

  <Card title="Configurable trigger timing">
    Show the form at conversation start, after N messages, or before escalation.
  </Card>

  <Card title="Lead status tracking">
    Open, New, Contacted, Qualified, Converted, Archived.
  </Card>

  <Card title="Star important leads">
    One-click star with a dedicated filter view.
  </Card>

  <Card title="Color-coded tags">
    8 colors, unlimited tag names, assign to one or many leads.
  </Card>

  <Card title="Bulk actions">
    Star, archive / unarchive, or delete multiple leads in a single operation.
  </Card>

  <Card title="Search & filter">
    Search by name, email, custom field; filter by status or tag.
  </Card>

  <Card title="CSV export">
    Download all leads (with active filters applied) as CSV.
  </Card>

  <Card title="Conversation transcripts">
    View the full chat history attached to each lead.
  </Card>
</CardGroup>

## Analytics & insights

<CardGroup cols={2}>
  <Card title="Overview dashboard" href="/managing/analytics">
    Training status, content metrics, and conversation stats on the chatbot home tab.
  </Card>

  <Card title="Content metrics">
    Indexed links, files, Q\&A pairs, and total pages.
  </Card>

  <Card title="Conversation metrics">
    Total conversations, total messages, and message-per-conversation averages.
  </Card>

  <Card title="Feedback percentage">
    Positive / negative thumbs ratios with visual indicators.
  </Card>

  <Card title="Training status badges">
    Ready, Training, Issues, No Knowledge — at-a-glance health for each chatbot.
  </Card>

  <Card title="Conversation history" href="/managing/conversations">
    Browse, search, and review every past conversation.
  </Card>
</CardGroup>

## Team & collaboration

<CardGroup cols={2}>
  <Card title="Team invites" href="/managing/team-members">
    Invite teammates by email; manage pending invitations.
  </Card>

  <Card title="Role-based access">
    Admin, Editor, and Viewer permission levels.
  </Card>

  <Card title="Member management">
    View, change roles, revoke access, or remove members.
  </Card>
</CardGroup>

## Integrations

<CardGroup cols={2}>
  <Card title="Data sources" icon="database">
    [Google Drive](/integrations/google-drive), [Notion](/integrations/notion), [Dropbox](/integrations/dropbox).
  </Card>

  <Card title="Platforms" icon="puzzle-piece">
    [WordPress](/integrations/wordpress), [Shopify](/integrations/shopify), [WhatsApp](/integrations/whatsapp), [Telegram](/integrations/telegram), [Slack](/integrations/slack), [Zapier](/integrations/zapier), [HubSpot](/integrations/hubspot).
  </Card>

  <Card title="Live chat hand-off" icon="headset">
    [Crisp](/integrations/crisp), [Freshchat](/integrations/freshchat), [Zendesk](/integrations/zendesk-chat) — escalate to a human with full context.
  </Card>

  <Card title="WordPress plugin" icon="wordpress">
    Pre-built plugin — install and connect with your chatbot ID, no code edits.
  </Card>
</CardGroup>

## Deployment

<CardGroup cols={2}>
  <Card title="One-line embed code" href="/deployment/embed-widget">
    Single `<script>` tag works on any site — WordPress, Shopify, Wix, Webflow, custom HTML.
  </Card>

  <Card title="Hosted chat page">
    Public direct-link URL for standalone chatbot access (no embedding required).
  </Card>

  <Card title="Chatbot ID & key">
    One-click copy of the IDs you need for installation or API use.
  </Card>
</CardGroup>

## Developer tools

<CardGroup cols={2}>
  <Card title="Webhook events">
    `lead.captured`, `message.received`, `conversation.started`, `conversation.escalated`.
  </Card>

  <Card title="Webhook management">
    Create, edit, delete, and select event subscriptions per webhook.
  </Card>

  <Card title="HMAC signing">
    Per-webhook secret for signature verification on incoming payloads.
  </Card>

  <Card title="Delivery logs">
    Inspect every delivery attempt — status, response code, response body.
  </Card>

  <Card title="Auto-retry">
    Failed deliveries retry up to 3 times automatically.
  </Card>
</CardGroup>

## Account, billing & plans

<CardGroup cols={2}>
  <Card title="Google OAuth sign-in">
    One-click signup and login with a Google account.
  </Card>

  <Card title="7-day free trial">
    Full access, no credit card required.
  </Card>

  <Card title="Tiered plans" href="/plans-and-pricing">
    Starter, Growth, Scale, Enterprise — with per-tier chatbot, message, and page limits.
  </Card>

  <Card title="Monthly or annual billing">
    Annual plans get a 40% discount.
  </Card>

  <Card title="Usage tracking">
    Real-time message and page-quota usage against the active plan.
  </Card>

  <Card title="Plan switching">
    Upgrade or downgrade at any time from the dashboard.
  </Card>

  <Card title="Invoice history">
    Download every past invoice and receipt.
  </Card>
</CardGroup>

## Onboarding

<CardGroup cols={2}>
  <Card title="6 chatbot templates">
    Start from a pre-built template (support, sales, docs, ecommerce, education, healthcare).
  </Card>

  <Card title="Inline URL crawl">
    Paste a URL during signup and the first crawl kicks off automatically.
  </Card>

  <Card title="Guided checklist">
    Step-by-step onboarding to get from signup to live widget in under 5 minutes.
  </Card>

  <Card title="Email notifications">
    Source-failure alerts, monthly usage reports, and plan-limit warnings — rate-limited.
  </Card>
</CardGroup>