All Channels Overview
The Deploy page shows all available channels for your agent. Each channel can be enabled, configured, and managed independently. Available channels include:- Chat widget — A floating chat widget embedded on your website
- Help page — A standalone help page hosted by Chatbase
- Email — Let your agent respond to emails
- Slack — Use your agent inside Slack
- Zapier — Connect your agent to thousands of apps
- WordPress — Official WordPress plugin
- WhatsApp — Respond to WhatsApp messages
- Messenger — Connect your agent to Facebook Messenger
- Instagram — Let your agent respond to Instagram messages
- Zendesk — Respond to Zendesk support tickets
- Salesforce — Connect your agent to Salesforce to assist with CRM workflows
Chat Widget
The Chat widget allows you to embed a floating chat window on your website so visitors can interact with your agent directly.Enable the Chat Widget
- Go to Deploy → Chat widget
- Toggle Enabled on
Content Settings
Under the Content tab, you can control what users see when the chat starts.- Display name: The name shown at the top of the chat widget.
- Initial message: The message shown before the user opens the chat bubble, designed to grab attention and encourage interaction, also shown once the user opens the bubble. You can customize the initial message per user by following this guide
- Suggested messages: The messages that the users can use when contacting the AI agent. This should be the most frequently asked questions by the users.
- Message placeholder: The text shown in the field where the users write their questions.
- Collect feedback: When enabled, it allows the user to provide a feedback by displaying a thumbs up or down button on AI agent messages.
- Regenerate messages: Display a regenerate response button on AI agent messages.
- Dismissable notice: A message shown above the text input area that disappears after the user sends a message.
- Footer: Text shown in the button of the chat. You can use this to add a disclaimer or a link to your privacy policy.
- Auto show initial messages pop-ups after: You can set it to negative to disable.
If you include links, they must be full URLs starting with
(e.g.,
http:// or https:// (e.g.,
https://www.example.com), not just www.example.com or example.comStyle Settings
The Style tab lets you customize the visual appearance of the chat widget, including colors, theme, and layout.Changes are previewed in real time. Use this section to match the widget to your brand.
- Theme: Light or Dark
- Profile picture: Picture of the AI agent when providing answers.
- Chat Icon: The icon appearing on the website to display the AI agent.
- Primary Color: The accent color used for the user’s message bubbles. You can optionally apply this color to the chat header.
- Chat Bubble Button Color
- Align Chat Bubble Button: Left or Right
AI Settings
The AI tab controls how the agent behaves inside the widget, including response behavior and AI-specific options.Sync with Base Instructions
By default, your agent uses Base instructions, which define its core behavior across all channels. When Sync with base instructions is enabled, the chat widget will use the same base instructions as the rest of your agent. When this setting is disabled, you can define channel-specific instructions that apply only to the chat widget and override the base instructions for this channel.Embed
The Embed tab provides the code needed to add the chat widget to your website.Allowed Domains
You can restrict where your agent is allowed to load by specifying approved domains. When enabled, the agent will only work on the domains listed here.Chat Widget (Recommended)
Embed a floating chat bubble on your website.- Supports all advanced features of the agent
- Fully customizable using the Content, Style, and AI tabs
- Best option for most use cases
iFrame
Embed the chat interface directly using an iframe.- Simple to integrate
- Advanced features are not supported
- Recommended only if iframe embedding is required by your setup
<body> tag.
Help Page
The Help page is a standalone page hosted by Chatbase.It’s ideal for help centers, documentation portals, or internal tools.
Enable the Help Page
- Go to Deploy → Help page
- Toggle Enabled on
Settings
- Page title: The title shown in the browser tab.
- Favicon: Upload a custom favicon for the help page. Supports JPG, PNG, and SVG files up to 1MB.
- Theme settings: Enable or disable theme switching. Set a default theme for all users. Customize light and dark primary colors.
- Logos: Upload a logo for light mode. Upload a separate logo for dark mode.
- Heros: Upload a hero for light mode. Upload a separate logo for dark mode.
Domain Setup
The Domain setup tab lets you configure where your help page is hosted. You can:- Use the default Chatbase domain
- Deploy the help page under a path on your own domain (for example,
/help). Check out this guide for detailed steps on how to do it.
Third-Party Channels
Email (Beta)
Connect your agent to an email address and let it respond automatically to incoming messages. Detailed integration steps can be found on this guide. Use this for customer support or inbound inquiries.Slack
Connect your agent to Slack so it can respond to messages when mentioned or messaged directly. Detailed integration steps can be found on this guide. Ideal for internal knowledge bases and team support.Zapier
Use Zapier to connect your agent with thousands of apps and automate workflows. Detailed integration steps can be found on this guide.WordPress
Use the official Chatbase WordPress plugin to add the chat widget to your WordPress site without writing code. Detailed integration steps can be found on this guide.Messenger
Connect your agent to a Facebook Page and let it respond to Messenger conversations. Detailed integration steps can be found on this guide.Zendesk
Connect your agent to Zendesk to create and respond to support tickets from your customers. Detailed integration steps can be found on this guide.Salesforce
Connect your agent to Salesforce and use it to assist with CRM workflows, such as answering questions about records, supporting agents, or automating responses inside your Salesforce environment. Detailed integration steps can be found on this guide.Best Practices
- Start with one channel and expand as needed
- Customize prompts and suggested messages per channel
- Test each deployment before sharing it with users
- Use the Help page for structured support and the chat widget for quick assistance