Documentation
Helpnest documentation
Everything you need to build an AI support agent trained on your content, put it on your website, and work alongside it with your team.
New here? Start with the quickstartCreate, train, test, and install your first agent in about 15 minutes.Getting started
What is Helpnest?Helpnest is an AI customer support chatbot that learns your website and docs, answers customers 24/7, and hands conversations to your team when needed.Quickstart: create your first AI support agentCreate, train, test, and install a Helpnest AI support chatbot on your website in four steps, without writing code.
Train your agent
Data sources: train your chatbot on your website, PDFs and docsTrain your Helpnest agent on website URLs, PDFs, Markdown, CSV, HTML, JSON, pasted text, and Q&A pairs. Learn about limits, re-syncing, and training status.Self-learning: your agent learns from your team's repliesHelpnest turns your team's inbox replies into new knowledge and lists questions your agent couldn't answer, so it gets better with every conversation.Suggested questionsShow up to four one-tap suggested questions in your Helpnest chat widget, written by you or generated by AI from your trained content.
Customize
Agent settings: model, tone, instructions and conversation modeConfigure your Helpnest agent's AI model, tone of voice, answer length, welcome message, custom instructions, conversation mode, and handoff alerts.Chat widget appearance and visibilityCustomize your Helpnest chat widget's colors, icon, position and light or dark mode, and choose which pages, devices, and hours it appears on.
Install
Install the chat widget on any websiteAdd the Helpnest AI chatbot to HTML, WordPress, Webflow, Shopify, Next.js or Google Tag Manager with one script tag, an inline iframe, or a shareable link.Connect your AI agent to TelegramLet customers chat with your Helpnest AI agent in Telegram. Create a bot with BotFather and connect it in under a minute.
Work with customers
Shared inbox and human handoffSee every AI conversation in one inbox, get alerted when a customer needs a person, reply as your team, and hand conversations back to the AI.Leads and answer feedbackCollect visitor names and emails from chat, export leads as CSV, and use thumbs up and down feedback to find gaps in your agent's knowledge.Revenue attribution: measure sales influenced by your AI chatbotTrack sales and signups from visitors who chatted with your Helpnest agent. Set up a one-line conversion call or no-code goal pages.
Account
AI models, credits and plansCompare the AI models available in Helpnest (Claude, Gemini, DeepSeek, Qwen, GLM, Kimi), their credit cost per reply, and what each plan includes.Team members, workspaces and securityInvite teammates to your Helpnest workspace, understand owner, admin and member roles, and learn how Helpnest protects your data.