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Chatleadr Documentation

Chatleadr puts an AI assistant on your website. It answers from your own content, runs actions you design in a workflow builder, and captures leads on your website, on WhatsApp and on Instagram.

Four jobs cover setting one up. Start with the one you came for.

Put the Bot on Your Site#

Your first bot in ten minutes takes a new account to a bot answering on your own pages: name it, let Chatleadr read your website, then paste the snippet.

On WordPress, install the plugin rather than the snippet. The platform guides carry the exact menu path for Wix, Shopify, Squarespace and Webflow, and install on any website covers everything else.

Teach It Your Business#

The bot answers from the knowledge base: the website Chatleadr read during setup, plus the prices, policies and opening hours you add by hand. A document is quoted rather than obeyed, so "always say X" in one changes nothing. See knowledge is not instructions.

Bot settings hold the name, the greeting, the personality and goal it steers by, and the words that start a workflow. Widget appearance sets the colour and the launcher.

The assistant chooses The workflow executes Visitor “Can I talk to someone about a quote?” send_brochure no match book_a_call matches: asked to speak to someone check_order_status no match Chosen by reading the descriptions, not by matching words. Form: ask for a preferred day API: create the booking Message: confirm the time Same order, every run.
The assistant reads descriptions and chooses. From the Start node onwards, nothing is decided by a model.

Capture Leads#

A lead is recorded only when a workflow ends on an End node you set to record one. How a lead is captured is the page to read first, and capture leads from your website walks the whole build. What arrives lands in the leads table, with the conversation beside each row and CSV export.

To move leads onward as they arrive, follow email a lead notification or send leads to ClickUp. When one does not reach you, work down my lead did not arrive.

Connect WhatsApp and Instagram#

One bot serves every channel it is connected to, with the same knowledge and the same workflows. How channels work covers what carries across, what differs per channel covers the rendering differences and the 24-hour reply window, and a WhatsApp chatbot for a small business is the setup end to end.

Build a Workflow#

A workflow is what lets the bot do something rather than only answer. What a workflow is covers the idea, the node reference covers every step you can add, using the workflow editor covers the canvas, and writing a workflow description covers how the assistant chooses between them.

Run Your Workspace#

Analytics says whether the bot is producing leads, and plans and billing covers your allowance. A workspace holds your bots, their conversations and leads, and your team, and roles and permissions covers who can open what.