ChatRAG Documentation

Everything you need to build, customize, and deploy AI agents that work with your content.

Getting Started

ChatRAG helps you build AI agents that answer based on your documents. Get up and running in just a few minutes with our simple setup process.

Upload Content

Add PDFs, URLs, or paste text

Customize Agent

Set personality and behavior

Deploy Anywhere

Embed on your website

Quick Start

  1. 1. Sign up and create your first agent
  2. 2. Upload PDFs, URLs, or paste content
  3. 3. Start chatting in your interaction
  4. 4. Embed on your website when ready

Watch: How to Create Your First Agent

Follow this step-by-step video guide to create an agent in ChatRAG.

Embedding

Embed your AI agent on any website with just one line of code. The widget is fully responsive and customizable to match your brand.

Bubble Embed

html
<script 
  src="https://chatrag.co/embed.min.js" 
  data-agent-id="your-agent-id">
</script>

Secure User Authentication

For secure user identification, generate an HMAC token using your user's userID and embed secret key. This ensures authentic user sessions and prevents spoofing.

javascript
// Backend implementation
const crypto = require('crypto');

const userId = 'user123';
const secretKey = 'your-embed-secret-key'; // From specific agents embedding

const hmacToken = crypto
  .createHmac('sha256', secretKey)
  .update(userId)
  .digest('hex');

// Include in embed script
<script>
window.chatragUserConfig = {
  user_id: "your-application-user-id",
  user_hash: "generated hash code",
  user_metadata: {
    email: "user email",
    name: "user name",
    other data's....
  }
};
</script>

<script
  src="https://chatrag.co/embed.min.js"
  data-agent-id="your-agentid"
  defer
></script>;

Security Benefits

  • • Prevents unauthorized users from impersonating others
  • • Enables secure user-specific conversation history
  • • Allows personalized agent responses based on user data
  • • Required for advanced integrations and user tracking

Workspace Management

Workspaces allow you to organize your agents and collaborate with team members. All subscriptions are managed at the workspace level, and you can invite members to help create, train, update, and manage agents.

Workspace Overview

  • • Each user starts with a default workspace
  • • Create multiple workspaces to organize different projects
  • • Invite team members to collaborate on agents
  • • Subscriptions are workspace-specific
  • • Switch between workspaces easily from the header

Workspace Owner Capabilities

As a workspace owner, you have full control over your workspace:

Member Management

  • • Invite members via email
  • • Remove members when needed

Subscription Control

  • • Upgrade or downgrade plans
  • • Manage billing information
  • • View usage statistics
  • • Cancel subscriptions

Workspace Deletion

  • • Delete workspace (requires another workspace)
  • • All agents will be removed
  • • All data will be permanently deleted
  • • Members will lose access

Workspace Member Capabilities

Invited members can collaborate on all agents within the workspace:

Members Can:

  • • Create new agents - Build agents from scratch
  • • Train agents - Upload documents and train existing agents
  • • Update agents - Modify agent settings, instructions, and appearance
  • • Delete agents - Remove agents they created or have access to
  • • Access all workspace agents - View and interact with all agents in the workspace
  • • Configure integrations - Set up Slack, Discord, Notion, and other integrations

Step 1: Creating a New Workspace

  1. 1. Check out the header

    Go to your ChatRAG dashboard and look for the workspace selector in the top navigation

  2. 2. Click on the workspace dropdown

    You'll see your current workspace name with a dropdown icon

  3. 3. Select "Create New Workspace"

    Click the option to create a new workspace

  4. 4. Enter workspace details

    Provide a name for your workspace (e.g., "Marketing Team", "Customer Support", "Development")

  5. 5. Click "Create Workspace"

    Your new workspace will be created and you'll be automatically switched to it

Step 2: Inviting Team Members

  1. 1. Go to Workspace Settings

    Click on the settings icon in your workspace or navigate to Settings

  2. 2. Click "Invite Member"

    Click the button to invite a new team member

  3. 3. Enter the member's email address

    Type in the email address of the person you want to invite

  4. 4. Send invitation

    The member will receive an email invitation to join your workspace

Step 3: Managing Subscriptions

  1. 1. Access Billing Settings

    Navigate to Pricing

  2. 2. Upgrade or change plans

    Click "Change Plan" to upgrade to Pro or Ultra, or downgrade as needed

Subscription Limits Apply Per Workspace

Each workspace has its own subscription and usage limits:

Step 4: Switching Between Workspaces

  1. 1. Click the workspace dropdown

    Located in the top navigation bar

  2. 2. Select a workspace

    Choose from your list of workspaces (both owned and member workspaces)

Step 5: Deleting a Workspace (Owner Only)

⚠️ Warning: This Action Cannot Be Undone

Deleting a workspace will permanently remove:

  • • All agents in the workspace
  • • All conversations and messages
  • • All uploaded documents and training data
  • • All integrations and configurations
  • • All member access to the workspace
  • • Subscription and billing history
  1. 1. Navigate to Workspace Settings

    Go to Settings → Workspace Settings

  2. 2. Scroll to Danger Zone

    Find the "Delete Workspace" section at the bottom

  3. 3. Ensure you have another workspace

    You must have at least one other workspace before deleting. The system will automatically switch you to another workspace

  4. 4. Click "Delete Workspace"

    A confirmation dialog will appear

  5. 5. Type workspace name to confirm

    You'll need to type the exact workspace name to confirm deletion

  6. 6. Confirm deletion

    Click the final "Delete" button. The workspace and all its data will be permanently removed

Collaboration Best Practices

✅ Do's

  • • Create separate workspaces for different teams or projects
  • • Clearly name your agents and workspaces
  • • Regularly review member access
  • • Document agent purposes and training data
  • • Test agents before deploying to production
  • • Monitor usage to stay within plan limits

❌ Don'ts

  • • Don't share login credentials - use member invitations instead
  • • Don't delete workspaces with active agents in production
  • • Don't mix personal and business workspaces
  • • Don't forget to backup important agent configurations
  • • Don't remove members without communicating first
  • • Don't exceed your subscription limits

Common Workspace Scenarios

📊 Scenario 1: Marketing Team

Setup: Create a "Marketing" workspace with agents for social media, content, and campaigns

Members: Invite marketing team members who can all update and train the agents

🎯 Scenario 2: Client Projects

Setup: Create separate workspaces for each client project

Members: Invite relevant team members to specific client workspaces

💼 Scenario 3: Agency with Multiple Clients

Setup: One workspace per client with separate subscriptions

Members: Add account managers and specialists to relevant client workspaces

Troubleshooting Common Issues

  • • Can't delete workspace: You must have at least one other workspace to switch to
  • • Subscription not showing: Only workspace owners can view and manage subscriptions
  • • Member can't create agents: Check if workspace has reached agent limit for current plan
  • • Invitation not received: Check spam folder or resend the invitation

Integrations

Connect ChatRAG with your favorite tools to automate workflows and enhance productivity.

🚀 Setting up integrations

Each integration can be configured in your specific agent's "Flow" tab. Simply connect your accounts and you're good to go.

View All Integrations
Configure your connections
🎥
HubSpot GuideNEW
Step-by-step tutorial

Slack

Real-time team notifications

HubSpot

Create contacts and tickets

Discord

Community updates and alerts

Notion

Feedback & lead collection

Airtable

Feedback & lead collection

WhatsApp

Customer support via WhatsApp messaging

WordPress

Embed chat widget on your WordPress site

Slack Integration Setup

Connect your ChatRAG agent to Slack to receive real-time notifications when users interact with your AI assistant, submit feedback, or become leads.

Prerequisites - Create #support Channel First

Before connecting ChatRAG to Slack, you must create a channel named exactly #support in your Slack workspace. ChatRAG will automatically send notifications to this channel.

Quick Setup Overview

  1. 1. Create a #support channel in your Slack workspace
  2. 2. Go to your agent's "Flow" tab in the specific agents
  3. 3. Find the Slack integration and click "Connect"
  4. 4. Authorize ChatRAG to access your Slack workspace
  5. 5. Invite the ChatRAG bot to your #support channel
  6. 6. Test the integration

Step 1: Create the #support Channel

ChatRAG looks for a specific channel to send notifications. Follow these steps:

  1. 1. Open your Slack workspace

    Navigate to the workspace where you want to receive ChatRAG notifications

  2. 2. Create a new channel

    Click the "+" next to "Channels" in your sidebar, then "Create a channel"

  3. 3. Name it exactly "support"

    The channel name must be exactly support (lowercase, no #)

  4. 4. Add relevant team members

    Invite team members who should receive ChatRAG notifications

Step 2: Connect ChatRAG to Slack

Now connect your ChatRAG agent to your Slack workspace:

  1. 1. Open your specific agents

    Navigate to your agents and select the one you want to connect

  2. 2. Go to the "Flow" tab

    This is where all integrations are configured

  3. 3. Find the Slack integration card

    Look for the Slack logo and "Real-time team notifications" description

  4. 4. Click "Connect"

    This will redirect you to Slack's authorization page

  5. 5. Review permissions and authorize

    ChatRAG needs permission to send messages to channels

Step 3: Invite ChatRAG Bot to #support Channel

After authorization, you need to invite the ChatRAG bot to your support channel:

  1. 1. Go to your #support channel

    Navigate to the support channel you created

  2. 2. Type the invite command
    text
    /invite @ChatRAG

    Or use: /add @ChatRAG

  3. 3. Confirm the invitation

    You should see a message that ChatRAG has been added to the channel

What Notifications You'll Receive

Once configured, ChatRAG will send notifications to your #support channel for:

User Interactions

  • • New conversations started
  • • User escalation requests
  • • High-priority user inquiries

Business Events

  • • New feedback submissions
  • • Lead capture notifications
  • • System alerts and errors

Testing Your Integration

Test your Slack integration to ensure everything is working:

Test Steps:

  1. 1. Go to your ChatRAG agent's chat interface
  2. 2. Submit test feedback: "This is a test feedback message"
  3. 3. Check your #support channel for a notification
  4. 4. Try capturing a test lead with contact information
  5. 5. Verify the lead notification appears in Slack

Troubleshooting Tips

  • • Ensure the channel is named exactly "support" (lowercase)
  • • Verify ChatRAG bot has been invited to the channel
  • • Check that your Slack workspace allows app integrations
  • • Make sure you have admin permissions in the workspace
  • • Try disconnecting and reconnecting the integration

Customizing Notifications

You can customize which events trigger Slack notifications in your agent's Flow settings:

Available Notification Types:

  • • All user messages (high volume)
  • • Feedback submissions only
  • • Lead captures only
  • • Escalation requests only
  • • Critical errors only

Discord Integration Setup

Connect your ChatRAG agent to Discord to receive notifications, and automated alerts when users interact with your AI assistant.

Prerequisites - Create "support" Channel First

Before connecting ChatRAG to Discord, you must create a text channel named exactly support in your Discord server. ChatRAG will automatically send notifications to this channel.

Quick Setup Overview

  1. 1. Create a support channel in your Discord server
  2. 2. Ensure you have "Manage Server" permissions
  3. 3. Go to your agent's "Flow" tab in the specific agents
  4. 4. Find the Discord integration and click "Connect"
  5. 5. Authorize ChatRAG bot to join your server
  6. 6. Verify bot permissions in the support channel
  7. 7. Test the integration

Step 1: Create the Support Channel

ChatRAG requires a specific channel to send notifications. Here's how to create it:

  1. 1. Open your Discord server

    Navigate to the server where you want to receive ChatRAG notifications

  2. 2. Create a new text channel

    Right-click on a category or the channel list, then select "Create Channel"

  3. 3. Choose "Text Channel"

    Select the text channel option from the channel type menu

  4. 4. Name it exactly "support"

    The channel name must be exactly support (lowercase, no spaces)

  5. 5. Set appropriate permissions

    Ensure your team members can view and read messages in this channel

Step 2: Check Your Permissions

You need specific permissions to add the ChatRAG bot to your server:

Required Permissions:

  • • Manage Server - To invite bots
  • • Administrator - Recommended for setup
  • • Manage Channels - To configure channel permissions

If you don't have these permissions, ask a server administrator to help with the setup.

Step 3: Connect ChatRAG to Discord

Now connect your ChatRAG agent to your Discord server:

  1. 1. Open your specific agents

    Navigate to your agents and select the one you want to connect

  2. 2. Go to the "Flow" tab

    This is where all integrations are configured

  3. 3. Find the Discord integration card

    Look for the Discord logo and "Community updates and alerts" description

  4. 4. Click "Connect"

    This will redirect you to Discord's authorization page

  5. 5. Select your server

    Choose the server where you created the support channel

  6. 6. Review and authorize permissions

    ChatRAG needs permission to send messages and read channel information

Step 4: Configure Bot Permissions

After adding the bot, configure its permissions in your support channel:

  1. 1. Right-click the #support channel

    This opens the channel context menu

  2. 2. Select "Edit Channel"

    Navigate to the channel settings

  3. 3. Go to "Permissions" tab

    This is where you manage channel-specific permissions

  4. 4. Add the ChatRAG bot

    Click the "+" next to roles/members and search for "ChatRAG"

  5. 5. Grant necessary permissions

    Ensure the bot can send messages

What Notifications You'll Receive

Once configured, ChatRAG will send notifications to your #support channel for various events:

User Activity

  • • User escalation requests
  • • Feedback submissions

System Events

  • • Lead capture notifications
  • • Error alerts and warnings

Troubleshooting Tips

  • • Ensure the channel is named exactly "support" (lowercase)
  • • Verify ChatRAG bot has "Send Messages" permission
  • • Check that your server allows bots to join
  • • Make sure you have "Manage Server" permissions
  • • Try removing and re-adding the bot if issues persist
  • • Ensure your server isn't at the bot limit (rare)

Notion Integration Setup

After connecting your Notion workspace, you need to create two specific databases to enable feedback collection and lead generation features.

Quick Setup Steps

  1. 1. Connect your Notion workspace in the integrations tab
  2. 2. Create a "Feedback" database with specified properties
  3. 3. Create a "Leads" database with specified properties
  4. 4. Test the integration with sample data

Step 1: Create Feedback Database

In your connected Notion workspace, create a new database named exactly "Feedback"with the following properties:

👉 Use Feedback DB Notion Template
Property NameTypeRequiredNotes
Customer NameText❌Will default to 'Anonymous' if not provided
EmailEmail❌For follow-up communication
FeedbackText✅Main feedback content
RatingNumber❌Customer rating (1-5 or 1-10)
CategorySelect❌Options: Bug Report, Feature Request, General, Complaint
Date SubmittedDate✅Auto-populated

Step 2: Create Leads Database

In your connected Notion workspace, create another new database named exactly "Leads"with the following properties:

👉 Use Leads DB Notion Template
Property NameTypeRequiredNotes
NameTitle✅Lead's full name
EmailEmail✅Primary contact email
CompanyText❌Company/Organization name
PhonePhone❌Contact phone number
SourceSelect❌Options: Website, Social Media, Referral, Other
InterestText❌What they're interested in
NotesText❌Additional notes
Date AddedDate✅Auto-populated
StatusSelect✅Options: New, Contacted, Qualified, Converted

Critical Requirements

  • • Use the notion template provided to make sure all works excepted.
  • • All the listed columns must be present in the table.
  • • Database names must be exactly "Feedback" and "Leads" (case-sensitive)
  • • Property names must match exactly as listed above
  • • Property types must be correct
  • • Databases must be in the connected workspace

Testing Your Setup

Once you've created both databases, test the integration by asking your AI assistant:

Test Feedback Collection:

"I'd like to submit feedback: Your product is amazing!"

Test Lead Capture:

"Please add John Smith (john@example.com) from Tech Corp as a new lead"

Usage Examples

Once setup is complete, your AI assistant can automatically collect feedback and capture leads:

Feedback Collection

  • • "I want to leave feedback about your service"
  • • "The app crashed when I tried to upload a file"
  • • "Love the new dashboard design!"
  • • "Your support team was incredibly helpful"

Lead Capture

  • • "I'm interested in your enterprise plan"
  • • "Can someone contact me about pricing?"
  • • "I was referred by John and want to learn more"
  • • "Schedule a demo for our team"

Airtable Integration Setup

You need to create a base called "ChatRAG Integration" with two specific tables to enable feedback collection and lead generation features before connecting your airtable account to chatrag.

⚠️ Important: Create Base BEFORE Connecting

You must create the "ChatRAG Integration" base with both "Feedback" and "Leads" tables before connecting Airtable to ChatRAG in your agents AI Flow tab. The integration will look for these specific tables and won't work without them.

Quick Setup Steps

  1. 1. Connect your Airtable workspace in the flow tab
  2. 2. Create a base named exactly "ChatRAG Integration"
  3. 3. Inside this base, create a "Feedback" table with specified fields
  4. 4. Inside this base, create a "Leads" table with specified fields
  5. 5. Test the integration with sample data
👉 Use Complete ChatRAG Integration Base Template

Step 1: Create ChatRAG Integration Base

First, create a new base in your Airtable workspace:

  1. 1. Go to your Airtable workspace
  2. 2. Click "Create a base"
  3. 3. Choose "Start from scratch"
  4. 4. Name it exactly: ChatRAG Integration
  5. 5. Delete the default "Table 1" that comes with the base

Step 2: Create Feedback Table

Inside your "ChatRAG Integration" base, create a new table named exactly "Feedback" with the following fields:

Property NameTypeRequiredNotes
Customer NameSingle line text❌Will default to 'Anonymous' if not provided
EmailEmail❌For follow-up communication
FeedbackLong text✅Main feedback content
RatingNumber❌Customer rating (1-10)
Date SubmittedDate✅Auto-populated

Step 3: Create Leads Table

Inside the same "ChatRAG Integration" base, create another table named exactly "Leads" with the following fields:

Property NameTypeRequiredNotes
NameSingle line text✅Lead's full name
EmailEmail✅Primary contact email
CompanySingle line text❌Company/Organization name
PhonePhone number❌Contact phone number
DateDate✅Auto-populated

Critical Requirements

  • • Use the Airtable template provided to ensure everything works as expected
  • • Base name must be exactly "ChatRAG Integration" (case-sensitive)
  • • Table names must be exactly "Feedback" and "Leads" (case-sensitive)
  • • All the listed fields must be present in each table
  • • Field names must match exactly as listed above
  • • Field types must be correct
  • • Both tables must be in the same base

Testing Your Setup

Once you've created the base with both tables, test the integration by asking your AI assistant:

Test Feedback Collection:

"I'd like to submit feedback: Your product is amazing!"

Test Lead Capture:

"Please add John Smith (john@example.com) from Tech Corp as a new lead"

Final Base Structure

Your completed Airtable setup should look like this:

📁 ChatRAG Integration (Base)
📊 Feedback (Table)
• Customer Name, Email, Feedback, Rating, Date Submitted
📊 Leads (Table)
• Name, Email, Company, Phone, Date

Usage Examples

Once setup is complete, your AI assistant can automatically collect feedback and capture leads:

Feedback Collection

  • • "I want to leave feedback about your service"
  • • "The app crashed when I tried to upload a file"
  • • "Love the new dashboard design!"
  • • "Your support team was incredibly helpful"

Lead Capture

  • • "I'm interested in your enterprise plan"
  • • "Can someone contact me about pricing?"
  • • "I was referred by John and want to learn more"
  • • "Schedule a demo for our team"

WhatsApp Integration

Integrating WhatsApp with ChatRAG allows your custom agent to communicate directly with customers via WhatsApp, providing a seamless and efficient way to handle inquiries and automate responses. This guide will walk you through the necessary steps to connect your agent to a WhatsApp phone number, ensuring smooth and effective customer interactions.

Before we start

  • • The WhatsApp phone number integrated with the agent can only be used by the agent, and can't be used on WhatsApp or WhatsApp business. If you already use the phone number with WhatsApp, you must delete your account in the app first.
  • • To delete WhatsApp:
    • - Navigate to WhatsApp or WhatsApp Business app
    • - Navigate to Settings > Account
    • - Select Delete my account. This may take a few minutes, but after that, the number will be available to use
  • • If you previously used WhatsApp through Meta Developer for business you must disable two-step verification:
    • - Navigate to your WhatsApp Business Account and login
    • - Choose the phone number you would like to integrate
    • - Navigate to Settings > Two-step verification and choose turn off two-step verification
  • • Make sure you have an approved display name before integrating with your agent

Quick Setup Overview

  1. 1. Navigate to your ChatRAG chatbot
  2. 2. Go to Agents > [Chatbot] > Flow
  3. 3. Click Connect on WhatsApp integration
  4. 4. Log in with Facebook account
  5. 5. Follow the setup wizard
  6. 6. Add your phone number
  7. 7. Complete the integration

Step-by-Step Integration Guide

  1. 1. Navigate to the Chatbot you would like to integrate with WhatsApp

    Select the specific ChatRAG agent you want to connect to WhatsApp

    Chatbot selection interface
  2. 2. Navigate to Flow > Whatsapp Integrations

    Access the integrations section for your chatbot

    Flow selection interface
  3. 3. Click Connect on the WhatsApp integration card

    Find the WhatsApp integration and initiate the connection process

    Whatsapp selection interface
  4. 4. Log in with your personal Facebook Account

    Authenticate using your Facebook credentials

    facebbok login
  5. 5. Click Get started

    Begin the WhatsApp Business setup process

    facebbok login
  6. 6. Choose or create a business profile

    Select an existing business profile or create a new one

    facebbok login
  7. 7. Create a WhatsApp business profile or select an existing one

    Set up your WhatsApp Business profile

    facebbok login
  8. 8. Fill in the information for the Business profile

    Complete all required business information fields

  9. 9. Add a phone number

    It is recommended to have only one associate number in this profile

    facebbok login
  10. 10. Click Continue

    Proceed to the next step of the setup

  11. 11. Wait a few seconds for information verification

    The system will verify your information and phone number

  12. 12. Click on Confirm

    Complete the integration process

    facebbok login

Integration Complete!

Now that your integration is active you can send 1000 free messages monthly. Make sure to add a payment method on your Meta billing settings to be able to send more than 1000 messages per month.

Congratulations! You finished integrating your ChatRAG agent to WhatsApp, your agent is now ready to reply to all the messages received through your WhatsApp!

Important Notes

  • • The phone number used for integration is dedicated to your ChatRAG agent and cannot be used simultaneously with the WhatsApp app
  • • Ensure you have completed all prerequisite steps before starting the integration
  • • Keep your Facebook account secure as it's linked to your WhatsApp Business account
  • • Monitor your message usage to avoid interruptions in service
  • • Test the integration thoroughly before going live with customers

WordPress Integration

Integrating WordPress with ChatRAG allows you to embed your AI chat widget directly on your WordPress website. This guide will walk you through installing the ChatRAG plugin and connecting your agent.

Quick Setup Overview

  1. 1. Sign into ChatRAG and configure your chatbot
  2. 2. Install the ChatRAG WordPress plugin
  3. 3. Add your Agent ID to plugin settings
  4. 4. Save changes and your chatbot will be live!

Step 1: Sign Into ChatRAG and Configure Your Chatbot

To add a ChatRAG agent to your WordPress website, you'll need to first sign into your ChatRAG account to create and set up an agent. You must also make sure that the agent is enabled.

Step 2: Install ChatRAG on Your WordPress Website

  1. 1. Log in to your WordPress admin dashboard

    Your dashboard URL is typically yourdomainname.com/wp-admin/. You can also access it through your web hosting control panel.

  2. 2. Install and activate the ChatRAG plugin

    • In the left sidebar of your WordPress admin dashboard, click on Plugins

    • Click Add New Plugin at the top of the next page

    • In the search bar, type "ChatRAG" to search for the ChatRAG plugin

    • Find the ChatRAG WordPress plugin, click Install Now, then Activate

  3. 3. Add your Agent ID

    • In the left sidebar of the WordPress Admin dashboard, click Settings

    • Look for ChatRAG options and click on it

    • In the ChatRAG settings, find the text box labeled "Agent ID"

  4. 4. Copy and paste your Agent ID

    • Go to your ChatRAG account and navigate to your agents

    • Select the agent you want to embed

    • Click on the agent, then click on the "Agent Setting" tab

    • At the top right of the settings page, you'll find the Agent ID. Copy it

    • Paste the copied Agent ID into the text box in your WordPress settings

  5. 5. Save your changes

    Click Save Changes. Your ChatRAG agent should now be live on your WordPress website!

Installation Complete!

Your ChatRAG chatbot is now active on your WordPress site. Visitors will see the chat widget and can interact with your AI agent.

Troubleshooting Tips

  • • Ensure you copied the complete Agent ID without extra spaces
  • • Make sure your agent is enabled in the ChatRAG dashboard
  • • Clear your WordPress cache after installing the plugin
  • • Check that JavaScript is enabled in your browser
  • • If the widget doesn't appear, try deactivating and reactivating the plugin

Troubleshooting

Common issues and solutions to help you get the most out of ChatRAG.

Embed widget not appearing?

Ensure the embed script is loaded correctly and your agent ID is valid. Check browser console for any errors.

Agent responses are inaccurate?

Try uploading more relevant content or adjusting your agent's instructions. Quality of data directly impacts response accuracy.

Notion integration not working?

Verify database names are exactly 'Feedback' and 'Leads' (case-sensitive). Check that all properties exist with correct types and names.

Feedback not appearing in Notion?

Ensure the Feedback database has all required properties: Customer Name (Text), Feedback (Text), and Date Submitted (Date). Check integration permissions.

Airtable integration not working?

Verify base names are exactly 'Feedback' and 'Leads' (case-sensitive). Check that all fields exist with correct types and names.

Feedback not appearing in Airtable?

Ensure the Feedback base has all required fields: Customer Name (Single line text), Feedback (Long text), and Date Submitted (Date). Check integration permissions and API access.

WhatsApp integration not working?

Ensure the phone number is deleted from regular WhatsApp first. Disable two-step verification in WhatsApp Business settings. Verify you have an approved display name and use a stable internet connection during QR code scanning. The number can only be used by ChatRAG agent, not simultaneously with WhatsApp app.

Still need help?

Can't find what you're looking for? I am here to help.

Contact Support

Ready to build your AI agent?

Join thousands of teams already using ChatRAG to deliver exceptional customer support.

Get Started FreeView Dashboard