Chat

Overview#

The built-in chat lets you test your chatbot directly from the dashboard. Ask questions, verify answers, and refine your data sources — all before your visitors see the widget.

This is the fastest way to check whether your knowledge base covers the topics you care about and whether the chatbot's tone matches your expectations.

Using the chat#

  1. Navigate to Chat in the chatbot sidebar.
  2. Type a question in the composer and press Enter (or click Send).
  3. Responses stream in real time — you'll see the answer build word by word.

If Show sources is enabled in your chatbot settings, source citations appear below each answer with links to the original pages. This lets you verify that the chatbot is pulling from the right content.

Conversations#

Each chat session is a separate conversation. Your conversation history appears in the sidebar.

  • Click New chat to start a fresh conversation.
  • Click any previous conversation to resume it.
  • Delete conversations from the sidebar when you no longer need them.

Conversations retain their full message history, so you can return to a previous session to check how the chatbot handled a specific topic.

Tips for testing#

Ask like a visitor, not an expert. Phrase questions the way your site visitors would — not the way you'd phrase them internally. If your visitors are non-technical, test with non-technical language.

Check your coverage. If answers aren't accurate or the chatbot says it doesn't know something, check your data sources:

  • Does the crawl include the relevant pages? You may need to adjust include paths or increase the crawl depth.
  • Would a Q&A entry help? For specific questions with precise answers, a Q&A entry is often the best solution.

Shape the response style. Use Additional instructions in your chatbot settings to control how the chatbot communicates. For example:

  • "Keep answers under 3 sentences."
  • "Always mention our free trial when discussing pricing."
  • "If you're unsure, tell the visitor to email support@example.com."

See Chatbots for more on configuring additional instructions.

Usage limits#

Internal chat has a monthly fair-use limit that's separate from widget conversations. You'll see a warning in the dashboard when you're approaching the limit.

See Plans for internal conversation limits on each plan.

Note: Internal chat conversations are separate from widget conversations. They don't count toward your widget conversation quota, and widget conversations don't count toward your internal chat limit.