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Search our guides and documentation to get the most out of Social Intents live chat and AI chatbots.
Introducción
New to Social Intents? Follow these guides to get up and running.
Welcome to Social Intents
What Social Intents does, how the dashboard is organized, and the fastest path from signup to your first live chat or AI chatbot.
Set Up Your First Chat Widget
Create a chat widget, brand it, connect your team platform, and install the code on your website - a ten-minute walkthrough.
Choosing Your Agent Integration
Compare answering chats from Microsoft Teams, Slack, Google Chat, Zoom, Webex, or the web Inbox - and pick the right fit for your team.
Previewing and Testing Your Chat
Use Preview for the visitor view and the Playground for AI tuning, then run the nine-point end-to-end checklist before launch.
Getting Started Checklist
The complete launch checklist: essentials, week-one upgrades, and the best practices that separate great chat programs from quiet ones.
Browse by Topic
Inicio rápido
Get up and running with Social Intents in minutes. Set up your first chat widget, choose your integration, and go live.
5 articles →Equipo y configuración
Add team members, configure profiles, set schedules and availability, manage notifications, and control how your team uses the web dashboard and platform apps.
13 articles →Chatbots de IA
Build, train, and optimize AI chatbots powered by ChatGPT, Claude, or Gemini. Write system instructions, train on your content, and improve response quality.
6 articles →Acciones y automatizaciones de IA
Automate workflows with AI Actions. Route chats to specific teams, book meetings, capture leads to your CRM, and call custom APIs.
6 articles →Microsoft Teams
Connect Social Intents to Microsoft Teams. Manage live chats and AI chatbots directly from your Teams channels.
5 articles →Slack
Connect Social Intents to Slack. Respond to live chats and manage AI chatbot conversations from your Slack workspace.
6 articles →Chat de Google
Connect Social Intents to Google Chat. Handle live chats and AI chatbot conversations from Google Chat spaces.
4 articles →Zoom y Webex
Connect Social Intents to Zoom and Webex. Handle live chats from Zoom Team Chat or Webex spaces, including video escalation.
3 articles →WhatsApp y SMS
Conecta WhatsApp Business y los SMS a tu plataforma de equipo. Desvía las conversaciones de WhatsApp a Teams, Slack o Google Chat. Configura varios números, el modo de coexistencia, plantillas de mensajes y SMS de Twilio.
13 articles →Informes y análisis
Realiza un seguimiento del rendimiento de los agentes, revisa las transcripciones de los chats, mide la satisfacción de los clientes y exporta los datos de los clientes potenciales desde el panel de informes.
7 articles →Integraciones
Install Social Intents on your platform and connect to your tools. Platform guides for Shopify, WordPress, Webflow, Wix, and more, plus webhooks, Zapier, and REST API.
12 articles →Configuración y personalización de widgets
Understand what a chat widget is, configure widget settings, customize appearance, set up pre-chat forms, and use the JavaScript SDK.
9 articles →Seguridad, privacidad y cumplimiento normativo
Understand how Social Intents handles data security, GDPR compliance, data retention, and privacy. Review our security practices and compliance certifications.
4 articles →Preguntas frecuentes
Frequently asked questions about Social Intents. Understand user roles, account management, billing, and common troubleshooting topics.
5 articles →Explore Our Knowledge Base
Browse guides, tutorials, and resources to get the most out of Social Intents.