Documentation
Learn how to set up, train, customize, and deploy your AI customer support agent with ChatterEase. This covers account setup, training on your own content, embedding the widget on your website and managing your plan.
Welcome to ChatterEase
ChatterEase is an AI customer support agent builder. It helps businesses answer customer questions right away, 24/7, without hiring extra staff. Train your AI agent on your own content (website pages, PDF documents, FAQs and knowledge bases) and add a GPT-powered assistant to your website in minutes. No coding required.
Instead of making visitors dig through menus or wait for email replies, ChatterEase answers right away using your own business information. That means faster answers and fewer support tickets.
Here are a few ways teams use ChatterEase:
- 24/7 customer support AI agents on any website
- Instant answers to common product, shipping, pricing, and support questions
- AI assistants trained from your business documents and website content
- Less support work, so your team can spend time on other things
- A no-code AI chat widget you add with a single line of code
This documentation covers what you need to go live: creating your account, training and customizing your AI agent, embedding the widget on your website, and managing your plan and conversation usage.
Quick Start Guide
Step 1: Create your account
Sign up at chatterease.com. You start on the Free plan, and no credit card is required.
Step 2: Create your first AI agent
From the dashboard, click "New AI agent". Give it a name (e.g. "Support Agent") and customize the welcome message.
Step 3: Train your AI agent
Go to the Train tab. Upload a PDF, Word doc, or paste your website URL. ChatterEase will process your content in under a minute.
Step 4: Get your embed code
Go to the Embed tab. Copy the script snippet shown.
Step 5: Paste on your website
Paste the snippet before the closing </body> tag on your website.
<script async src="https://chatterease.com/embed/YOUR_AGENT_ID/widget.js"></script>Account Setup
Creating and configuring your ChatterEase account takes about two minutes. Here's what to expect:
- Go to chatterease.com and click "Start free".
- Sign in with Google or your email address. We use Clerk for secure, passwordless authentication.
- Verify your email address by clicking the link we send you.
- From the dashboard, use the "New AI agent" button to create your first AI agent.
- Optionally, invite team members and review your billing settings under Settings.
No credit card required
WordPress Installation
Follow these steps to add ChatterEase to your WordPress website:
- Log in to your WordPress admin panel.
- Go to Appearance → Theme File Editor, OR install the "Insert Headers and Footers" plugin.
- Paste your ChatterEase script before </body>.
- Save changes and visit your site to verify.
Recommended
Need the full walkthrough? Read the WordPress integration guide for the longer walkthrough, extra tips and common questions.
Shopify Installation
- Go to Online Store → Themes.
- Click Actions → Edit Code.
- Open layout/theme.liquid.
- Find the closing </body> tag.
- Paste your ChatterEase script above it.
- Save and preview your store.
Theme updates
Need the full walkthrough? Read the Shopify integration guide for the longer walkthrough, extra tips and common questions.
Wix Installation
- Open Wix Editor.
- Click the '+' icon → Embed → Custom Code.
- Paste your ChatterEase script.
- Set it to load in <body> → End.
- Apply to all pages.
- Publish your site.
Site preview
Need the full walkthrough? Read the Wix integration guide for the longer walkthrough, extra tips and common questions.
Webflow Installation
- Go to Project Settings → Custom Code.
- Scroll to "Footer Code".
- Paste your ChatterEase script.
- Save and publish.
You're live
Need the full walkthrough? Read the Webflow integration guide for the longer walkthrough, extra tips and common questions.
Custom HTML
For any plain HTML website, paste the script before the closing </body> tag on every page where you want the AI agent to appear.
For single-page applications (React, Vue, etc.), load the script once in your main index.html file.
Script placement
Need the full walkthrough? Read the HTML integration guide for the longer walkthrough, extra tips and common questions.
Uploading Documents
To train your AI agent, head to the AI agent's detail page and open the Documents section. Drag and drop files or click to browse, then click Upload. ChatterEase processes the content and makes it available to your bot within a minute.
| Format | Extension | Max Size |
|---|---|---|
| 10 MB | ||
| Word | .docx | 10 MB |
| Text | .txt | 10 MB |
| Markdown | .md | 10 MB |
Best practices for documents
- ✓Use clear headings and organized sections.
- ✓Include your FAQs in Q&A format.
- ✓Include pricing, policies, and contact info.
- ✓Remove irrelevant content (internal notes, etc.).
- ✓One document per topic works better than one giant file.
Scraping Your Website
ChatterEase can crawl your website and learn from its content automatically.
Options
- ✓Single page: trains on just the URL you provide.
- ✓Full site (up to 10 pages): crawls internal links and trains on multiple pages.
Best pages to scrape
- ✓Your homepage
- ✓FAQ / Help page
- ✓Pricing page
- ✓About page
- ✓Product / service pages
Pages to avoid
- ✓Blog posts (usually not support-relevant)
- ✓News or press pages
- ✓Admin or login pages
Crawl frequency
Supported File Types
ChatterEase accepts the most common business document formats. All files are limited to 10 MB each.
| Format | Extension | Max Size |
|---|---|---|
| 10 MB | ||
| Word | .docx | 10 MB |
| Text | .txt | 10 MB |
| Markdown | .md | 10 MB |
Tips
- •Text must be selectable. Scanned images inside PDFs aren't readable without OCR.
- •Password-protected or encrypted files can't be processed.
- •Very large files increase processing time; splitting them into one topic per file speeds things up.
Need a format you don't see? Convert it to PDF (most office apps export to PDF) and upload that instead.
Best Practices
The quality of your bot's answers depends mostly on the quality of the content you give it.
- ✓Include your top 10–20 FAQs with clear, conversational answers.
- ✓Write prices, shipping windows, and policies exactly as you want customers to hear them.
- ✓Keep documents focused: one topic per file beats one massive file.
- ✓Use headings and bullet points so the AI can find answers quickly.
- ✓Add a human escalation step (e.g. "email support@...") for questions the bot can't answer.
- ✓Re-scrape or re-upload content whenever your offering changes.
A quick win
Bot Name & Color
Make the widget feel like part of your brand. From the AI agent detail page, open the Settings tab to change:
- ✓Bot name: the display name shown in the widget header and in chat.
- ✓Brand color: a hex color (e.g. #0891b2) used for the header, buttons, and the visitor's message bubbles.
- ✓Widget position: bottom-right or bottom-left corner.
<script async src="https://chatterease.com/embed/YOUR_AGENT_ID/widget.js"></script>Color contrast
Welcome Message
The welcome message is the first thing a visitor sees when the widget opens. Set it in the Settings tab of your AI agent:
- Go to your AI agent's Settings tab.
- Type a short, friendly opening line (we suggest 1–2 sentences).
- Save your changes. The widget updates right away.
Example
Fallback Message
When the AI can't confidently answer a question, it falls back to a default response instead of guessing. You can customize this message to keep the experience helpful:
Default fallback
In the Settings tab you can add links, an alternative contact method, or a different tone so the dead-end still feels on-brand.
Authentication
The ChatterEase Chat API uses the public chatbotId to identify your bot. End users don't need an API key. This keeps your website secure while letting anyone chat with your bot.
- ✓Your chatbotId is public by design; it only grants access to that bot's conversations.
- ✓Dashboard actions (documents, settings, billing) are protected by your account login.
- ✓Never embed private credentials in front-end code.
- ✓Conversation history is scoped to a sessionId you provide.
// Public embed snippet: the chatbotId in the URL is public by design
<script async src="https://chatterease.com/embed/ck_xxxxxxxx/widget.js"></script>Chat Endpoint
Send a message to your AI agent and stream back an answer using Server-Sent Events.
POST https://chatterease.com/api/chat
Headers:
Content-Type: application/json
Body:
{
"chatbotId": "your-agent-id",
"sessionId": "unique-session-id",
"message": "What is your return policy?",
"conversationHistory": [
{ "role": "user", "content": "Hello" },
{ "role": "assistant", "content": "Hi! How can I help?" }
]
}
Response (Server-Sent Events stream):
event: message
data: "We offer 30-day hassle-free returns"| Status | Meaning |
|---|---|
| 200 | Success (streaming response) |
| 402 | Monthly conversation limit reached |
| 404 | AI agent not found or inactive |
| 429 | Rate limit exceeded |
Embed Config Endpoint
The widget loads its configuration from our embed endpoint, which returns the public settings for your AI agent:
GET https://chatterease.com/api/embed/{chatbotId}
Response:
{
"name": "Support Agent",
"color": "#0891b2",
"position": "bottom-right",
"welcomeMessage": "Hi! How can I help?"
}Overrides
Plan Comparison
Choose the plan that fits your conversation volume. All paid plans include unlimited website pages and email support. Prices below are monthly. The Free plan never expires; usage resets on the 1st.
| Plan | Price | AI agents | Conversations / month | Documents |
|---|---|---|---|---|
| Free | $0 | 1 | 70 | 3 |
| Starter | $14.99 | 1 | 500 | 10 |
| Growth | $29.99 | 3 | 2,000 | 25 |
| Pro | $49.99 | Unlimited | 10,000 | Unlimited |
Overages
Upgrading
Upgrading takes effect immediately and is billed securely through our payment provider. We never see or store your card details.
- Open the dashboard and go to Settings → Billing.
- Choose the plan you'd like to switch to.
- Enter your payment details in the hosted checkout.
- Your new limits apply instantly once the payment succeeds.
What it costs
Cancellation
You can cancel anytime from Settings → Billing without contacting support.
- Open Settings → Billing in your dashboard.
- Open your payment provider's customer portal.
- Click "Cancel subscription" and confirm.
- ✓Your AI agents keep working until the end of the billing period.
- ✓Cancelling stops future renewals. It is not a refund for time you have already paid for, though a small number of cases do qualify (see below).
- ✓After the period ends, your account returns to the Free plan and your AI agents keep answering at Free limits. Your training data and settings are kept.
- ✓You can subscribe again at any time.
Asking for a refund
You can request a refund for your first paid subscription within 7 calendar days of that charge, and for duplicate or incorrect charges at any time. Email support@chatterease.com with the email on the account and the date of the charge. That is usually all we need to find it. The full rules, including how long a refund takes and what happens to your access, are in our Refund Policy.