Getting Started
Managing Your Subscription
Last Updated: June 15, 2026Managing Your Subscription This guide explains how to manage your ChatShiftAI subscription, billing information, and account plan. Subscription Plans ChatShiftAI offers subscription plans designed for businesses of different sizes. Available plans may include: Monthly Plans Annual Plans Promotional Plans Trial Access Plan availability may vary over time. Viewing Your Current Plan To view your active subscription: Log in to your account. Open Account Settings. Navigate to Billing or Subscription Settings. You will see: Current Plan Billing Cycle Renewal Date Subscription Status Upgrading Your Plan To access additional features: Open Subscription Settings. Select Upgrade Plan. Choose your preferred plan. Complete payment. New features are activated after successful payment processing. Downgrading Your Plan You may switch to a lower-tier plan at any time. Some premium features may become unavailable after downgrading. Cancelling Your Subscription You may cancel your subscription at any time. To cancel: Open Subscription Settings. Select Cancel Subscription. Confirm cancellation. Your subscription remains active until the end of the current billing period. Free Trial New users may receive access to a free trial period. The trial allows businesses to evaluate the platform before purchasing a subscription. Refund Policy Because ChatShiftAI offers a free trial period, subscription payments are generally non-refundable. Please review the Refund Policy for complete details. Billing Support If you experience billing or payment issues, contact: support@chatshiftai.com or info@chatshiftai.com Need More Features? If your business requires additional capacity or advanced functionality, consider upgrading to a higher subscription plan.
Understanding the Dashboard
Last Updated: June 15, 2026Understanding the Dashboard The AIChatAgent Dashboard provides a centralized location for managing your AI agents, conversations, leads, and integrations. Dashboard Overview After logging in, you will see several key sections. Agents The Agents section displays all AI agents created within your account. From here you can: Create new agents Edit existing agents View performance Delete agents Access configuration settings Conversations The Conversations area shows customer interactions handled by your AI agents. You can: View live chats Review previous conversations Monitor customer activity Take over conversations manually Leads The Leads section stores customer information collected by your AI agents. Typical lead information includes: Name Email Address Phone Number Leads can be used for future marketing and customer engagement activities. Knowledge Base This section contains all training materials connected to your AI agent. Examples include: Website content Uploaded documents FAQs Custom knowledge entries Widget Studio Widget Studio allows you to customize the appearance of your chatbot. Available options may include: Theme selection Launcher styles Custom branding Voice input Text-to-speech settings Integrations Manage connections to supported platforms such as: WooCommerce WhatsApp OpenAI Google Gemini Analytics Track the performance of your AI agents. Metrics may include: Total conversations Leads collected Customer engagement Response activity Dashboard Tips Check conversations daily. Review lead activity regularly. Update knowledge sources frequently. Monitor AI performance after major business changes. Next Step Learn about plans and billing in: Managing Your Subscription
Creating Your First AI Agent
Last Updated: June 15, 2026Creating Your First AI Agent Getting started with AIChatAgent takes only a few minutes. Follow the steps below to create and deploy your first AI-powered assistant. Step 1: Create a New Agent Log in to your ChatShiftAI account. Navigate to the AIChatAgent Dashboard. Click Create Agent. Enter a name for your AI agent. Examples: Store Assistant Customer Support Bot Sales Assistant Order Tracking Bot Step 2: Train Your Agent Your AI agent needs information about your business before it can answer customer questions. You can train your agent using: Website URL Paste your website URL and allow the AI crawler to scan your pages. The system will automatically extract content and build a knowledge base. Documents Upload supported files such as: PDF TXT CSV Markdown The AI will learn from the uploaded content. Custom Content You may also manually add: Frequently Asked Questions Shipping Policies Return Policies Product Information Business Details Step 3: Configure Agent Settings Customize how your AI behaves. Settings may include: Welcome Message AI Tone Language Preferences Lead Collection Human Handoff Widget Appearance Step 4: Test Your Agent Before going live: Open the Preview Window. Ask common customer questions. Verify that responses are accurate. Update training data if necessary. Step 5: Publish Your Agent Once testing is complete: Open Widget Settings. Copy your widget code. Add the code to your website. Your AI agent is now ready to assist visitors 24/7. Best Practices Train the AI with high-quality content. Keep product and policy information updated. Test responses regularly. Enable lead capture to collect customer information. Monitor conversations after launch. Next Step Learn how to navigate the platform in: Understanding the Dashboard
What is AIChatAgent?
Last Updated: June 15, 2026What is AIChatAgent? AIChatAgent is an AI-powered customer support and sales assistant designed to help businesses automate conversations across websites and digital channels. Unlike traditional chat widgets, AIChatAgent can be trained on your business data, allowing it to answer customer questions, recommend products, capture leads, and provide support 24/7. Key Capabilities AI-Powered Conversations AIChatAgent uses advanced AI models to understand customer questions and provide natural, human-like responses. Website Knowledge Training Train your AI agent by: Adding your website URL Uploading documents Creating custom knowledge sources Once trained, the AI can answer questions using your business information. Lead Capture The AI can automatically collect: Name Email address Phone number Captured leads are stored in your dashboard for future follow-up. WooCommerce Integration Connect your WooCommerce store to allow the AI to: Access product information Answer product-related questions Check inventory availability Track customer orders Human Handoff When a conversation requires human assistance, agents can take over the chat directly from the dashboard. Widget Customization Customize the appearance of your chatbot widget to match your brand, including themes, launcher styles, icons, and accessibility features. Typical Use Cases Businesses use AIChatAgent for: Customer support Lead generation Product recommendations FAQ automation Order tracking Website engagement Next Step To create your first AI agent, continue with: Creating Your First AI Agent