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Search our guides and documentation to get the most out of Social Intents live chat and AI chatbots.
Getting Started
New to Social Intents? Follow these guides to get up and running.
Welcome to Social Intents
What Social Intents does, how the dashboard is organized, and the fastest path from signup to your first live chat or AI chatbot.
Set Up Your First Chat Widget
Create a chat widget, brand it, connect your team platform, and install the code on your website - a ten-minute walkthrough.
Choosing Your Agent Integration
Compare answering chats from Microsoft Teams, Slack, Google Chat, Zoom, Webex, or the web Inbox - and pick the right fit for your team.
Previewing and Testing Your Chat
Use Preview for the visitor view and the Playground for AI tuning, then run the nine-point end-to-end checklist before launch.
Getting Started Checklist
The complete launch checklist: essentials, week-one upgrades, and the best practices that separate great chat programs from quiet ones.
Browse by Topic
Quick Start
Get up and running with Social Intents in minutes. Set up your first chat widget, choose your integration, and go live.
5 articles →Team & Settings
Add team members, configure profiles, set schedules and availability, manage notifications, and control how your team uses the web dashboard and platform apps.
13 articles →AI Chatbots
Build, train, and optimize AI chatbots powered by ChatGPT, Claude, or Gemini. Write system instructions, train on your content, and improve response quality.
6 articles →AI Actions & Automations
Automate workflows with AI Actions. Route chats to specific teams, book meetings, capture leads to your CRM, and call custom APIs.
6 articles →Microsoft Teams
Connect Social Intents to Microsoft Teams. Manage live chats and AI chatbots directly from your Teams channels.
5 articles →Slack
Connect Social Intents to Slack. Respond to live chats and manage AI chatbot conversations from your Slack workspace.
6 articles →Google Chat
Connect Social Intents to Google Chat. Handle live chats and AI chatbot conversations from Google Chat spaces.
4 articles →Zoom & Webex
Connect Social Intents to Zoom and Webex. Handle live chats from Zoom Team Chat or Webex spaces, including video escalation.
3 articles →WhatsApp & SMS
Connect WhatsApp Business and SMS to your team platform. Route WhatsApp conversations to Teams, Slack, or Google Chat. Set up multiple numbers, coexistence mode, message templates, and Twilio SMS.
10 articles →Reporting & Analytics
Track agent performance, review chat transcripts, measure customer satisfaction, and export lead data from your reports dashboard.
7 articles →Integrations
Install Social Intents on your platform and connect to your tools. Platform guides for Shopify, WordPress, Webflow, Wix, and more, plus webhooks, Zapier, and REST API.
12 articles →Widget Setup & Customization
Understand what a chat widget is, configure widget settings, customize appearance, set up pre-chat forms, and use the JavaScript SDK.
9 articles →Safety, Privacy & Compliance
Understand how Social Intents handles data security, GDPR compliance, data retention, and privacy. Review our security practices and compliance certifications.
4 articles →FAQs
Frequently asked questions about Social Intents. Understand user roles, account management, billing, and common troubleshooting topics.
5 articles →Explore Our Knowledge Base
Browse guides, tutorials, and resources to get the most out of Social Intents.