Docs/Quick Start/Introduction to AIChatVault

Introduction to AIChatVault

AIChatVault is a no-code platform for building, training, and deploying AI-powered chat agents. You train an agent on your own content — documents, website pages, Q&A pairs — and it instantly becomes an expert on your business, answering customer questions accurately and 24/7 across your website, WhatsApp, Instagram, email, e-commerce stores, and mobile apps.

No machine learning knowledge is required. No developer is needed for the basic setup. If you can write an email and upload a PDF, you can build a production-grade AI chatbot on AIChatVault.

What can you build?

  • Customer support bots that answer FAQs and handle queries using your knowledge base — 24/7 without a human agent
  • E-commerce assistants that look up live order status, recommend products, retrieve coupon codes, and process returns on Shopify, WooCommerce, Magento, and OpenCart
  • Lead capture agents that qualify website visitors, collect contact details, and route them to the right sales person
  • Omnichannel bots deployed simultaneously on your website, WhatsApp, Instagram, Facebook Messenger, and email — all powered by one agent
  • In-app AI assistants embedded directly inside your iOS, Android, Flutter, or React Native mobile app via the native SDK
  • White-label AI chatbots for your own clients, under their branding, managed from your account

How it works in 4 steps

1

Create an AI Agent

Give your agent a name and write a short instruction prompt that defines its role, tone, and boundaries. Choose the underlying AI model (GPT-4o, Claude, Gemini, and more).
2

Train it on your content

Upload PDFs, Word docs, CSV files, or paste a website URL. The agent indexes your content using vector embeddings and retrieves the most relevant passages to answer each question.
3

Deploy it across your channels

Embed the chat widget on your website with one HTML snippet. Connect to WhatsApp, Instagram, Messenger, or email. Integrate with your e-commerce store. Add to your mobile app with the SDK.
4

Monitor and improve

Use the Analytics dashboard to review conversations, identify gaps in your knowledge base, and refine your agent's instructions over time.
ℹ️
Your uploaded content is stored securely and privately. It is only used to answer queries for your agent — it is never used to train shared AI models or shared with other accounts.

Key concepts

TermWhat it means
AgentYour AI chatbot. Each agent has its own name, instructions, knowledge base, appearance, and set of channels.
Knowledge SourceFiles, website URLs, Q&A pairs, or Notion pages that the agent learns from and retrieves answers from.
CreditOne credit = one AI message (sent or received). Credits are consumed per message and are shared across everyone in your organisation.
OrganisationYour account workspace. You can invite team members who share the same credit pool and can manage agents.
RAGRetrieval-Augmented Generation — the technique used to find relevant passages from your knowledge base and inject them into the AI prompt before generating a response.
IntegrationA connection between your agent and an external platform — WhatsApp, Shopify, Instagram, your mobile app, etc.
Agent SlugA unique URL-friendly identifier for each agent used in embed codes and SDK integrations (e.g. your-agent-name-XXXXXX).
SessionOne continuous conversation between a visitor and your agent. Sessions have a time limit — typically 7 days of inactivity before they are closed.

Platform overview

Your AIChatVault dashboard has the following main sections:

SectionWhat you do here
My AgentsCreate, view, and manage all your AI agents
Knowledge BaseUpload files, crawl websites, add Q&A pairs, and connect Notion (per agent)
DeployGet embed codes, connect messaging channels, set up email, configure mobile SDK (per agent)
SettingsConfigure agent name, instructions, AI model, chat interface, security, lead capture, and notifications (per agent)
AnalyticsReview conversation history, monitor credit usage, and track lead capture (per agent)
ContactsView and export leads captured by your agents
TeamInvite team members and assign roles
BillingManage your plan, credit top-ups, and add-ons

Your first 10 minutes

Follow the guides in this Quick Start section in order:

  • Create Your First Agent — Set up the agent name, instructions, and AI model. Configure appearance and security.
  • Add Knowledge Sources — Upload your content or add your website URL so the agent can answer questions.
  • Deploy Your Widget — Embed the chat bubble on your website with a single HTML snippet.
  • Best Practices — Read the tips for writing effective instructions, building a strong knowledge base, and maintaining quality over time.
💡
You can have a working, deployed AI agent in under 15 minutes. The agent keeps improving as you add more knowledge and review conversations over the following days.

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