Help

How to use Chatty

One short page for every screen, plus what a developer needs to put Chatty on a site or connect an assistant.

Start here

• Getting startedSet Chatty up in a few minutes and put the chat window on your website.
• HomeSee what needs you, how your customers are doing and who is on your site, at a glance.

Daily work

• InboxRead every conversation your customers have with Chatty, and step in when a person is needed.
• TicketsFollow every request that needs a person: who has it, what state it is in and what was said.
• LeadsSee the contact details visitors shared in a conversation, and download them.

Set up

• ChannelsPut the chat window on your website or in your app, and choose how it looks and who may use it.
• KnowledgeTeach Chatty from your website, documents and videos, and fill the gaps it finds.
• SkillsWrite guidance once, such as how you handle refunds, and Chatty follows it in every answer.
• WorkspacesKeep one brand or product's channels, knowledge and skills apart from another's.
• TeamInvite colleagues, give them a role, and make teams.

Settings

• OrganisationRename your organisation and choose how the emails Chatty sends for you look to customers.
• BillingChoose a plan, see what you pay, change plan or cancel.
• Plan & usageSee what your plan includes, how many credits are left and how much capacity is in use.
• ActivitySee every change made in your organisation: who made it and when.
• SettingsYour personal settings, and a shortcut to the account settings for your role.

Developers

• Install the chat windowAdd Chatty's chat window to your website or app with one snippet, and control it from your own code.
• Identify your signed-in customersSign a short token on your server so Chatty knows who is signed in to your app.
• Connect Claude, ChatGPT or your editorRun your help desk from the AI assistant you already use. Connect Chatty to Claude, ChatGPT, Grok, Gemini, VS Code or Cursor in two minutes.
• AI connectionsLet your own AI assistant, such as Claude or ChatGPT, work your tickets and knowledge.