Documentation

Build, embed, and grow with Informly

Everything you need to ingest your knowledge, embed AI chat on your site, take over conversations live, and grow your customer base — all from one place.

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Quick start

Get from a new account to a working chat widget in about ten minutes.

Embed your first widget

Drop the Informly chat widget on any site with a single script tag.

Train your AI

Upload documents and connect data sources so the AI answers from your knowledge.

Browse by topic

Jump straight into the area you need.

Core features

Documents

Upload, crawl, and manage the knowledge the AI answers from.

Chat widgets

Embed AI chat. Customize appearance, persona, voice, and skills.

Conversations

Review chats, ratings, notes, tags, and exports.

Operations

Live support

Take over conversations, route handoffs, manage schedules.

CRM

Accounts, deals, tasks, pipelines, and custom fields.

Outreach

Contacts, campaigns, announcements, and notification channels.

Account & insights

Organization & team

Multi-tenant orgs, roles, invites, and switching.

Insights

Analytics for conversations, widgets, cost, and AI usage.

Billing

Plans, trial, wallet, Stripe portal, and usage limits.