How to Use Chatsvia

What is it?

A real-time dashboard showing conversations, transactions, revenue, plan usage, and channel performance. Includes a setup checklist for new users.

Why use it?

Quickly see how your AI bot is performing without digging through individual pages. Track daily limits, spot issues, and monitor growth.

How to use it

1. 1Go to Overview from the sidebar.
2. 2Check your plan usage cards at the top (accounts, widgets, conversations, messages, products, contents).
3. 3Review summary cards for total conversations, transactions, and revenue.
4. 4Scroll down to see performance by channel (Social Accounts vs Widgets).
5. 5Use the Getting Started checklist if you're new to complete your setup.

What is it?

Connect Facebook Pages to let the AI bot automatically respond to customer messages on Messenger. Each page becomes a separate channel with its own settings.

Why use it?

Customers message your Facebook Page expecting quick replies. The AI bot responds instantly 24/7, answers questions, shows products, and takes orders without you being online.

How to use it

1. 1Go to Social Accounts and click "Add Account".
2. 2Select Facebook and authorize Chatsvia to access your pages.
3. 3Choose which pages to connect from the list.
4. 4Click on a connected account to configure: company name, AI instructions, business type, and default mode (bot or agent).
5. 5Open the Chat view to see live conversations and switch between bot and agent mode.

What is it?

Create embeddable chat widgets for your website. Customers can chat with your AI bot directly from any page on your site.

Why use it?

Website visitors have questions before buying. A chat widget provides instant answers, reduces bounce rate, and converts visitors into customers without you lifting a finger.

How to use it

1. 1Go to Chat Widgets and click "Create Widget".
2. 2Enter your site name and domain URL.
3. 3Customize the widget appearance: colors, position, welcome message.
4. 4Configure AI settings: company info, AI instructions, business type.
5. 5Copy the embed code and paste it into your website's HTML (before the closing </body> tag).
6. 6Open the Chat view to monitor conversations from your widget.

What is it?

Your product catalog with names, descriptions, prices, images, and variants (size, color, etc.). The AI bot shows these to customers when they ask about what you sell.

Why use it?

When a customer asks "What do you sell?" or "Show me your products", the AI pulls from this catalog to display items with prices and images, creating a shopping experience inside the chat.

How to use it

1. 1Go to Products and click "Add Product".
2. 2Enter the product name, description, and price.
3. 3Upload product images (the first one becomes the primary image shown to customers).
4. 4Set price type: Normal (single price) or Variant (multiple options like size/color with different prices).
5. 5Assign the product to one or more channels (social accounts and/or widgets).
6. 6Toggle Active/Inactive to control visibility.

What is it?

A list of services with descriptions, pricing (fixed, hourly, or custom quote), and duration. Best for hotels, clinics, salons, consultants, and other service businesses.

Why use it?

When customers ask about your services, the AI shows available options with pricing and details. For service businesses, this replaces the product catalog.

How to use it

1. 1Go to Services and click "Add Service".
2. 2Enter the service name, description, and category.
3. 3Set the pricing type: Fixed, Hourly, Starting From, or Custom Quote.
4. 4Add duration if applicable (e.g., "60 minutes").
5. 5Assign to channels and toggle Active status.

What is it?

Combine multiple products or services into a single package with a bundled price. Great for combo deals, subscription boxes, or service bundles.

Why use it?

Packages increase average order value. The AI can suggest packages when customers are browsing individual items, offering better value.

How to use it

1. 1Go to Packages and click "Add Package".
2. 2Enter the package name, description, and price.
3. 3Add items to the package by selecting from your existing products and services.
4. 4Set the included quantity for each item.
5. 5Assign to channels and set Active status.

What is it?

Staff profiles with names, roles, specializations, and availability. Essential for medical clinics (doctors), salons (stylists), and consulting firms.

Why use it?

When customers ask "Who are your doctors?" or "Which stylist is available?", the AI can show staff profiles and help book the right person.

How to use it

1. 1Go to Staff and click "Add Staff Member".
2. 2Enter the staff member's name, role/title, and specialization.
3. 3Add contact info and availability schedule.
4. 4Assign to channels where this staff member is relevant.

What is it?

Create promotional offers with percentage or fixed discounts, applicable to all items or specific categories. Set expiry dates to create urgency.

Why use it?

The AI bot mentions active promotions during conversations. When a customer is considering a purchase, the bot can highlight relevant discounts to close the sale.

How to use it

1. 1Go to Promotions and click "Add Promotion".
2. 2Enter a title (e.g., "Summer Sale - 20% Off") and description.
3. 3Choose discount type: Percentage (%) or Fixed Amount ($).
4. 4Set what it applies to: All Items, Products, Services, or Packages.
5. 5Set an expiry date (optional) and assign to channels.

What is it?

Physical business locations with addresses, phone numbers, email, working hours, and available services at each branch.

Why use it?

When customers ask "Where are you located?" or "What are your hours?", the AI provides accurate location info. Essential for businesses with multiple branches.

How to use it

1. 1Go to Locations and click "Add Location".
2. 2Enter the branch name and full address.
3. 3Add phone, email, and working hours.
4. 4Select which services are available at this location.
5. 5Assign to channels and set Active status.

What is it?

Articles, FAQs, policies, and business information that the AI reads to answer customer questions accurately. This is how you teach the AI about your specific business.

Why use it?

Without knowledge base content, the AI can only use general knowledge. Adding your FAQs, return policies, shipping info, and business details makes the AI answer like a trained employee.

How to use it

1. 1Go to Knowledge Base (Contents) and click "Add Content".
2. 2Enter a title (e.g., "Return Policy", "Shipping Information").
3. 3Write the content in clear, simple language.
4. 4Assign to channels where this knowledge should be available.

What is it?

All transactions created when the AI bot collects orders, reservations, appointments, or pickup requests from customers. Includes customer details, items, status, and scheduling info.

Why use it?

Track every sale and booking your AI makes. Update statuses, view customer details, and manage fulfillment all in one place.

How to use it

1. 1Go to Transactions to see all orders and bookings.
2. 2Use filters to view by status (pending, confirmed, completed, cancelled) or transaction type (order, reservation, appointment, pickup).
3. 3Click the eye icon on any transaction to see full details.
4. 4Update the status as you process the transaction.

What is it?

Receive HTTP notifications to your server when events occur in Chatsvia: new messages, new orders, conversation updates, etc.

Why use it?

Integrate Chatsvia with your existing systems. Get instant notifications for new orders in your CRM, sync conversations with your helpdesk, or trigger custom workflows.

How to use it

1. 1Go to Webhooks and click "Add Webhook".
2. 2Enter your endpoint URL (must be HTTPS).
3. 3Select which events to listen for.
4. 4Save and test the webhook to verify it works.