Getting started

Cliptalk docs

Cliptalk is a customer support platform: a chat widget on your site, with agents and an AI bot answering together. This guide covers everything from installation to connecting your own APIs to the AI bot.

#At a glance

Cliptalk has three parts.

Dashboard (www.cliptalk.net) — create a project and configure the widget, team, AI bot, and plan.
Chat widget — the chat window installed on the customer site with a single script tag.
Agent console (app.cliptalk.net) — where agents take and reply to live conversations. A desktop app is available too.

When the AI bot is on, it takes new conversations first and hands them to an agent if it cannot resolve them or the customer asks. With My API, the AI can look up and act on your own systems (orders, bookings, and more).

Customer (website widget)
   │  message
   ▼
Cliptalk ──► AI bot ──► Your API (order lookup, cancel …)
   │            │
   │            └─ unresolved / customer asks
   ▼
Agent console (app.cliptalk.net)

#5-minute quick start

1
Sign up
Create an account at www.cliptalk.net with email or Google.
2
Create a project
Dashboard → New project. Enter a name and allowed domains, then pick a plan. Start on Free and upgrade anytime.
3
Install the widget
Paste the one-line snippet from the project’s Install code tab just before </body>. Install guide
4
Invite agents
On the project’s Team members tab, invite people by email. They sign in at app.cliptalk.net to take conversations.
5
Turn on the AI bot (optional)
On the AI bot tab, enable it and add a greeting and knowledge. AI bot guide

If you are new, set the AI bot connector to My API → Demo shop template. You can try order lookup and cancellation without a real API.

<!-- paste just before </body> -->
<script src="https://app.cliptalk.net/widget/{PROJECT_ID}" async></script>

#Key concepts

Term	Meaning
`Project`	One website (or service). Widget, agents, AI bot, and plan are managed per project.
`Conversation (room)`	A chat with one customer. Statuses: AI handling → Waiting → Active → Closed.
`Agent`	A teammate invited to the project. Roles: owner / admin / agent.
`AI bot`	The AI that takes the conversation first. It answers from knowledge, operator instructions, and connected APIs.
`Connector`	An external system the AI bot can call. You can define one yourself as “My API”.
`Scenario chatbot`	A rules-based bot that guides customers with buttons. It runs when the AI bot is off.