Chat4U documentation
Build, launch, operate, and improve a Chat4U website agent with practical guidance for business and technical teams.
1 min read
- Dashboard
- Projects
Start from the Projects dashboard, then select the project whose assistant, knowledge, conversations, or settings you want to work with.
Chat4U is easiest to learn by following the job in front of you—not by reading the platform from left to right. Choose the outcome you need, complete that focused guide, and come back when the next job appears.
What do you want to do?
Start with the outcome closest to your work today.
Create it, give it reliable knowledge, test it, and install it.
KnowledgeMake answers more usefulAdd, inspect, assign, and improve approved knowledge.
OperationsReview what visitors needRead full conversations before acting on a lead, gap, or follow-up.
InsightsFind product signalsTurn eligible conversations into evidence you can investigate.
GrowthCapture and deliver leadsConfigure a CRM-backed form with the right notice and consent.
AdvancedUse advanced controlsConnect MCP, use Sidekick, or configure supervised Pro Agents.
A simple operating rhythm
- Start with one visitor outcome and one agent.
- Use only approved, maintained knowledge.
- Test real questions before publishing a change.
- Review complete conversations, then make one bounded improvement.
Go deeper when you need it
Shape agent behavior, widget appearance, and domain installation.
Connect your workflowSet up CRM delivery, then choose HubSpot or Salesforce guidance.
Manage access and usageWork at the right workspace and project scope.
Connect an AI clientUse project-scoped MCP tools with approvals for changes.
For security, privacy, retention, subprocessors, and responsible-use material, see Security and Legal. Do not put passwords, tokens, provider secrets, or private customer records in knowledge sources, prompts, or test conversations.
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