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Short, plain-language guides for setting up and running your Assistly chat.
Getting started
Install the chat
Install the chat on your websiteWhere to find your chat code and how to add it to any website.Install the chat on WordPressAdd your chat code with a free header-and-footer plugin.Install the chat on WixAdd your chat code in Wix's Custom Code settings.Install the chat on SquarespaceAdd your chat code with Squarespace Code Injection.Install the chat on ShopifyAdd your chat code to your theme's theme.liquid file.Install the chat on WebflowAdd your chat code in your site's Custom code settings.Install the chat on a plain HTML websitePaste one line before </body> on each page.Install the chat with Google Tag ManagerGeneral steps for adding your chat code as a Custom HTML tag.Connect WhatsApp: your AI answers WhatsApp messagesStep by step: connect your WhatsApp Business number so the same AI answers your customers on WhatsApp.
Your bot
Change how your chat looksBrand color, greeting, logo, bot name and which side the chat sits on.Teach your botAdd your website, files (PDF, Word, text, CSV) and your own questions and answers.Make your bot smarter over timeRate answers, teach it the questions it couldn't answer, and replies in other languages.After hours modeSet your business hours so the bot handles visitors while you're closed.
Inbox & leads
Take over a chatAnswer a visitor yourself, then hand the chat back to the AI.Your leads: status and exportFollow up on everyone who left a phone number or email.Growth: your marketing planA 30 day marketing plan, ready ads, social posts and pictures, made for your business.Lead alerts & weekly emailGet an email the moment someone leaves their details, plus a Monday report after weeks with chats.Insights: your chat in numbersChats per day, your busiest hours, leads and the questions visitors ask, counted from your own chats.Let visitors book a time in the chatOptional: switch it on and visitors pick an open time from your business hours, and you accept it or suggest another time in one tap.Connect your calendar to bookingOptional: paste your calendar's private iCal link and the times you're busy disappear from the times your chat offers.Phone alerts & the Assistly appGet an alert on your phone for every new lead, and open your inbox like an app.Hot lead scoring & qualifying questionsSee at a glance which visitors are ready to buy, and have the bot ask your own questions.Refer & earn: reward customers who bring friendsYour chat gives happy customers a personal link to share. Friends who chat show up as referral leads.Send leads to Zapier, Make or your CRMEvery new lead and new conversation, sent to your other tools the moment it happens.Integrations and what they costYour website chat counts as the first integration. How many each plan includes, and the price of extras.Premium: up to 5 websites and full white labelRun up to 5 websites from one sign in, and show your own name instead of ours.
Account & team
Plans & billing
Troubleshooting
Privacy
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