How can we help?
Guides, walkthroughs and reference for getting the most out of Chatlane. Articles are grouped by topic and ordered by importance.
Getting started
Set up your inbox and connect your first channel.
AI agents
Configure agents, give them knowledge, and review their work.
- 7 minLet your AI agent take action Popular
Update status, tags, contacts, and external systems
- 6 minGive your AI agent a knowledge base Popular
Upload files and use message attachments
- 10 minConnect your AI agent to external APIs with webhooks
Step-by-step guide to setting up webhook agent actions to retrieve and post data to your CRM, pricing engine, Shopify, or any HTTP API.
- 5 minImprove your AI agent
Give feedback and review agent logs
- 4 minSelf-learning FAQ
Let your AI agent learn from your best conversations
- 6 minTest your AI agent in a sandbox
Preview how your agent will respond without reaching real customers
Productivity
Move through conversations faster and stay on top of new ones.
Analytics
See how your support team and agents are performing.
Other guides
More documentation across the product.
- 6 minWebsite Chat Widget Popular
Add chat to your site
- 20 minChatlane API documentation
Endpoints, auth, and webhook reference
- 5 minRoles and permissions
Who can do what across your workspace
- 4 minContact Cards
Let your visitors know how to reach you
- 7 minContact integrations
Pull customer data into the inbox
- 6 minDisplay templates for contact integrations
Customise how external data appears
- 4 minContact integration demo example
A worked example you can copy from
Live chat
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Drop us a line at [email protected] and we'll typically reply within a few hours.
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