Chatterdocs

AI chatbots have become essential tools for businesses looking to improve customer engagement and streamline operations. While many platforms generalize AI capabilities, Chatterdocs takes a different approach by creating custom chatbots that understand and respond to customer queries using company-specific data. Our comprehensive guide walks you through this platform's features, setup process, and integration options, along with its pricing plans for businesses of all sizes.

Overview

Chatterdocs, now part of ResolveAI, specializes in creating custom AI chatbots that understand and respond to customer queries using company-specific data. Unlike general AI platforms, Chatterdocs' chatbots are trained solely on user-provided content, allowing them to deliver highly accurate answers quickly.

Platform Features

The platform offers robust capabilities for building and deploying AI chatbots without requiring users to write code. Key features include support for various source types such as PDFs, RichText files, Markdown, audio files, website pages, and bulk URL uploads via CSV. Notion integration is also available, allowing users to add sources directly from their workspaces.

Setup Process

Creating a new chatbot on Chatterdocs follows a three-step wizard process. Users begin by selecting a destination for their chatbot (such as a website widget, Slack channel, or API endpoint). They then choose a prompt that guides the bot's responses. While the destination cannot be changed later, users can easily switch prompts to adapt their chatbot's functionality.

Integration Options

The platform seamlessly integrates with multiple channels including website widgets, WhatsApp, Messenger, and Slack. This comprehensive integration allows businesses to engage with customers across various communication platforms. Real-time monitoring features enable smooth transitions between AI and human support, with notifications and chat summaries provided to business teams.

Usage and Benefits

With its 24/7 availability and ability to handle both simple and complex tasks, the chatbot acts as an automated personal assistant for businesses. Key capabilities include lead generation, appointment scheduling, and customer support, helping companies maintain consistent service even outside traditional business hours. The platform provides regular performance insights to help businesses optimize their chatbot's effectiveness.

Platform Features

Chatterdocs supports an extensive range of source types for training their AI chatbots, including PDFs, RichText files, Markdown documents, audio files, website pages, and bulk URL uploads via CSV. For teams using Notion, the platform also offers direct integration to add sources from workspace files.

After collecting the necessary content, users follow a three-step wizard to create their chatbots. While the destination channel (such as Slack or website widget) cannot be changed later, users retain the flexibility to switch between different prompts to adjust their chatbot's functionality and responses.

The platform enables quick deployment across multiple communication channels, including website widgets, WhatsApp, Messenger, and Slack. This integration allows businesses to maintain consistent customer engagement across various platforms while monitoring chat activity through built-in analytics tools. When needed, conversations can seamlessly transition from AI to human agents, with the platform providing real-time monitoring features including notification alerts and chat summaries for business teams.

Setup and Customization

The chatbot creation process begins by clicking the plus button in the top left corner of the Chatterdocs platform. Users first select a destination for their chatbot, such as a website widget, Slack channel, or API endpoint, which cannot be changed later but allows for easy deletion and recreation of the bot.

The next step involves selecting a prompt to guide the bot's responses. This modular approach enables users to adjust their chatbot's functionality and responses as needed without modifying the destination settings. While the destination channel is fixed, users retain full control over their chatbot's prompts, allowing for flexible and adaptable AI functionality.

Source Import and Customization

Building a Chatterdocs chatbot requires importing training materials using the platform's supported file types, including PDFs, RichText files, Markdown documents, audio files, website pages, and bulk URL uploads via CSV. For teams using Notion, the platform offers direct integration to add sources from their workspaces, streamlining the content collection process.

The platform automatically converts all imported files to text and stores them in a centralized sources library. While the current system limits CSV imports to 50 rows at a time, the company continuously works to expand its capabilities based on user feedback. Users can dynamically add content through manual file uploads, website scraping, bulk CSV imports, or direct integration with YouTube videos and MP3 files via transcription, providing flexible options for maintaining up-to-date training materials.

Usage and Integration

The chatbots can engage with customers through website widgets, social media integrations, and direct API calls. To enable this functionality, users import training materials using supported file types including PDFs, RichText files, Markdown documents, audio files, website pages, and bulk URL uploads via CSV. For Notion users, the platform offers direct integration to add sources from workspace files, streamlining content collection.

The platform automatically converts all imported files to text and stores them in a centralized sources library. Currently, CSV imports are limited to 50 rows at a time, though the company continues to expand its capabilities based on user feedback. Users can maintain their chatbot's training materials through manual file uploads, website scraping, bulk CSV imports, or direct integration with YouTube videos and MP3 files via transcription, providing flexible options for maintaining up-to-date training materials.

Integration Methods

Chatterdocs enables website integration through straightforward embedding. Users can create a chatbot within the platform's interface and copy the provided embed code to add the chatbot widget to their website. This method requires minimal technical expertise and allows businesses to incorporate their AI support directly into their online presence.

The platform also supports larger-scale integrations through its API capabilities. Businesses with more complex needs can use the API for tasks such as remote data lookups and trigger actions during conversations. This flexibility allows companies to adapt the chatbot's functionality to their specific requirements while maintaining seamless integration with their existing systems.

Real-time Monitoring

A key feature of the platform is its real-time monitoring capabilities, which track chatbot interactions and provide valuable insights for business teams. These features include:

• Automated chat summaries

• Real-time notifications for active conversations

• Downloadable insights from visitor questions, including collected emails, phone numbers, and appointment bookings

The system allows seamless transitions between AI and human support. When a conversation requires human intervention, the platform provides quick access to chat summaries for the business team, helping ensure that the appropriate resolution is reached efficiently. This hybrid approach combines the efficiency of AI with the personalized touch of human assistance.

Pricing and Plans

The basic subscription tier starts at $90 per year for one chatbot, with options to add additional bots at $9 per month. Key features include 20 training data sources, 500,000 training characters, and 2,000 AI messages per month. The platform supports human live chat takeover, WhatsApp, Messenger, and Slack integration, along with basic booking assistant capabilities.

The enhanced tier costs $290 per year for one chatbot, supporting unlimited training data sources and 5 million training characters. Users get 4,000 AI messages per month and the same integration options as the basic plan. This tier includes advanced features like multilingual support and OpenAI API integration (though with character and message limits).

The expert plan is priced at $790 per year for one chatbot, offering unlimited training data sources and character limits when using the OpenAI API. Users receive unlimited AI messages per month through this plan. All tiers include features like chatGPT 3.5 turbo, remote data lookups, and API-based tools. Additional chatbots cost $9, $19, or $49 per month for the basic, enhanced, and expert tiers, respectively.