# Agenized Documentation

## Guides

- [Grow on-site conversations](https://agenized.documentationai.com/getting-started/start-here.md): Turn website visitors into real chats and sales by setting up an AI helper that knows your brand, can use your store data, appears as chat on your site, and can gently offer help when someone looks stuck.
- [Pick your plan](https://agenized.documentationai.com/getting-started/go-live.md): See what each plan includes, pick monthly or yearly billing, pay safely with Stripe, then return to the app to set up your AI helper and website chat.
- [You're in](https://agenized.documentationai.com/getting-started/go-live-success.md): Payment worked. Confirm the success screen, jump back into the app, then follow the setup guide to turn on your AI helper and website chat.
- [Overview](https://agenized.documentationai.com/dashboard/overview.md): Account dashboard with date range, KPIs, charts for conversations, messages, contacts, channels, agents, performance, geo distribution, and orders revenue.
- [Overview](https://agenized.documentationai.com/agents/overview.md): What agents are in Agenized, how they relate to channels and conversations, and how to open an agent from the list.
- [Settings](https://agenized.documentationai.com/agents/settings.md): Configure an agent name, logo, description, response style, AI model, and system instructions.
- [Corrections](https://agenized.documentationai.com/agents/corrections.md): Create targeted fixes for recurring agent mistakes with correction type, trigger text, revised content, and optional expiration.
- [Knowledge](https://agenized.documentationai.com/agents/knowledge.md): Structured knowledge for an agent, organized into Personality, Company, Services, and Other.
- [Sources](https://agenized.documentationai.com/agents/sources.md): Upload files and organize folders, and use the web crawler to extend what an agent can reference.
- [Fields & Tags](https://agenized.documentationai.com/agents/fields-and-tags.md): Choose which account fields and tags this agent auto-populates or auto-applies from conversations.
- [Safety](https://agenized.documentationai.com/agents/safety.md): Platform safety rules and per-agent toggles for custom account safety rules.
- [Actions](https://agenized.documentationai.com/agents/actions.md): Connect commerce and HTTP providers so the agent can look up orders, products, or call your APIs.
- [Proactive](https://agenized.documentationai.com/agents/proactive.md): Instructions and limits for proactive chat messages on the chat channel.
- [Hand-off](https://agenized.documentationai.com/agents/hand-off.md): Send conversations from the agent to email, Zendesk, Crisp, HubSpot, webhooks, or other hand-off targets.
- [Playground](https://agenized.documentationai.com/agents/playground.md): Launch a live chat widget preview to test this agent without affecting production conversations.
- [Analytics](https://agenized.documentationai.com/agents/analytics.md): Conversation counts, payable conversations, messages, resolution rate, and time series for this agent.
- [Overview](https://agenized.documentationai.com/channels/overview.md): Connect customer-facing entry points to your agents (Chat Widget, email, and messaging). Each channel has its own settings in the merchant app.
- [Chat Widget overview](https://agenized.documentationai.com/channels/chat/overview.md): Add the Agenized chat widget to your site, route conversations to agents, and use the channel detail tabs: Settings, Install, Appearance, and more.
- [Settings](https://agenized.documentationai.com/channels/chat/settings.md): No description found
- [Install](https://agenized.documentationai.com/channels/chat/install.md): No description found
- [Appearance](https://agenized.documentationai.com/channels/chat/appearance.md): No description found
- [Chat view](https://agenized.documentationai.com/channels/chat/chat-view.md): No description found
- [Home page](https://agenized.documentationai.com/channels/chat/home-page.md): No description found
- [Thinking](https://agenized.documentationai.com/channels/chat/thinking.md): No description found
- [Playground](https://agenized.documentationai.com/channels/chat/playground.md): No description found
- [Gmail overview](https://agenized.documentationai.com/channels/gmail/overview.md): Connect a Gmail inbox via OAuth. Channel tabs: Settings, Message Retrieval, Email Signature.
- [Settings](https://agenized.documentationai.com/channels/gmail/settings.md): No description found
- [Message Retrieval](https://agenized.documentationai.com/channels/gmail/message-retrieval.md): No description found
- [Email Signature](https://agenized.documentationai.com/channels/gmail/email-signature.md): No description found
- [Outlook overview](https://agenized.documentationai.com/channels/outlook/overview.md): Connect Microsoft 365 / Outlook via OAuth. Channel tabs: Settings, Message Retrieval, Email Signature.
- [Settings](https://agenized.documentationai.com/channels/outlook/settings.md): No description found
- [Message Retrieval](https://agenized.documentationai.com/channels/outlook/message-retrieval.md): No description found
- [Email Signature](https://agenized.documentationai.com/channels/outlook/email-signature.md): No description found
- [Custom Email overview](https://agenized.documentationai.com/channels/custom-email/overview.md): Connect any mailbox over IMAP/SMTP so agents can read and send mail from one workspace. Channel detail tabs: Settings, Message Retrieval, Email Signature.
- [Settings](https://agenized.documentationai.com/channels/custom-email/settings.md): No description found
- [Message Retrieval](https://agenized.documentationai.com/channels/custom-email/message-retrieval.md): No description found
- [Email Signature](https://agenized.documentationai.com/channels/custom-email/email-signature.md): No description found
- [Messenger overview](https://agenized.documentationai.com/channels/messenger/overview.md): Facebook Messenger connected to Agenized. Channel tabs: Settings and Message Retrieval.
- [Settings](https://agenized.documentationai.com/channels/messenger/settings.md): No description found
- [Message Retrieval](https://agenized.documentationai.com/channels/messenger/message-retrieval.md): No description found
- [Instagram overview](https://agenized.documentationai.com/channels/instagram/overview.md): Instagram DMs as a channel in Agenized. Availability may be limited while the product rolls out.
- [Settings](https://agenized.documentationai.com/channels/instagram/settings.md): No description found
- [Message Retrieval](https://agenized.documentationai.com/channels/instagram/message-retrieval.md): No description found
- [WhatsApp overview](https://agenized.documentationai.com/channels/whatsapp/overview.md): WhatsApp as a future channel in Agenized. Listed as coming soon in the merchant Channels catalog for most accounts.
- [Overview](https://agenized.documentationai.com/conversations/overview.md): Conversations are threads between customers and agents across channels; work them from the inbox or a direct link to a single conversation.
- [Inbox & messages](https://agenized.documentationai.com/conversations/inbox.md): The Conversations inbox at /conversations: conversation list, filters, pagination, and the message thread with compose when enabled.
- [Conversation detail](https://agenized.documentationai.com/conversations/conversation-detail.md): Permalink view for one conversation: message thread, left list with filters, and detail sections for conversation info, contact, custom fields, and privacy.
- [Overview](https://agenized.documentationai.com/contacts/overview.md): Contacts are people your channels recognise; browse them in a list and open a record for fields, tags, and related conversations.
- [Contact list](https://agenized.documentationai.com/contacts/list.md): The Contacts page: search, status and date filters, pagination, archive, restore, and delete with optional conversation removal.
- [Contact detail](https://agenized.documentationai.com/contacts/contact-detail.md): Single contact record: profile, tags, custom fields, related conversations table, and archive/restore/delete.
- [Overview](https://agenized.documentationai.com/settings/overview.md): Account-level Settings in Agenized for fields, safety, actions, hand-off, chat chat block templates, languages, GDPR, and OAuth tokens.
- [Fields & Tags](https://agenized.documentationai.com/settings/fields-and-tags.md): Define account-level fields and tags, then enable them per agent under Agents → Fields & Tags.
- [Safety](https://agenized.documentationai.com/settings/safety.md): Account-level safety: read-only platform rules and editable custom categories with instructions for the model.
- [Actions overview](https://agenized.documentationai.com/settings/actions/overview.md): Account-level action connections for commerce, carriers, Shipmondo, and custom HTTP. Shared credentials; agents enable specific tools under Agents → Actions.
- [Shopify](https://agenized.documentationai.com/settings/actions/shopify.md): Connect your Shopify store for order, product, cart, and fulfillment actions.
- [WooCommerce](https://agenized.documentationai.com/settings/actions/woocommerce.md): Connect WooCommerce for orders, products, bookings-aware tools, and cart flows.
- [Magento 2](https://agenized.documentationai.com/settings/actions/magento.md): Connect Magento 2 (Adobe Commerce Open Source) for orders, catalog, and promotions.
- [Shipmondo](https://agenized.documentationai.com/settings/actions/shipmondo.md): Connect Shipmondo to look up shipments and tracking using shop order context.
- [GLS](https://agenized.documentationai.com/settings/actions/gls.md): Open the official GLS parcel tracking page from a tracking number in chat.
- [DHL](https://agenized.documentationai.com/settings/actions/dhl.md): Open the official DHL tracking page from a tracking number in chat.
- [UPS](https://agenized.documentationai.com/settings/actions/ups.md): Open the official UPS tracking page from a tracking number in chat.
- [FedEx](https://agenized.documentationai.com/settings/actions/fedex.md): Open the official FedEx tracking page from a tracking number in chat.
- [PostNord](https://agenized.documentationai.com/settings/actions/postnord.md): Open the PostNord track-and-trace page from a parcel ID in chat.
- [DAO](https://agenized.documentationai.com/settings/actions/dao.md): Open the official DAO tracking page from a parcel code in chat.
- [Bring](https://agenized.documentationai.com/settings/actions/bring.md): Open the official Bring tracking page from a shipment number in chat.
- [Custom HTTP](https://agenized.documentationai.com/settings/actions/custom-http.md): Define account-level HTTP actions with methods, auth, bodies, and your own backends.
- [Hand-off overview](https://agenized.documentationai.com/settings/hand-off/overview.md): Account-level hand-off destinations such as email, Zendesk, Crisp, HubSpot, and webhooks. Agents attach these connections under Agents → Hand-off.
- [Email hand-off](https://agenized.documentationai.com/settings/hand-off/email.md): Escalate conversations to a support email inbox from Settings → Hand-off.
- [Zendesk](https://agenized.documentationai.com/settings/hand-off/zendesk.md): Connect Zendesk for ticket-based hand-off from chat and email channels.
- [Crisp](https://agenized.documentationai.com/settings/hand-off/crisp.md): Hand off chats from Agenized to Crisp so your team continues the conversation in the Crisp inbox across setup, connection, and per-agent options.
- [HubSpot](https://agenized.documentationai.com/settings/hand-off/hubspot.md): Connect HubSpot for CRM or service hand-off workflows.
- [Webhook](https://agenized.documentationai.com/settings/hand-off/webhook.md): Send hand-off payloads to your own HTTPS endpoint with optional signing and tests.
- [Chat Blocks](https://agenized.documentationai.com/settings/chat-blocks.md): Manage reusable chat block templates tied to commerce actions (Shopify, WooCommerce, and so on). Enable, create, edit in the Block Builder, or delete.
- [Block Builder](https://agenized.documentationai.com/settings/block-builder.md): Full-screen editor for chat block templates: block library, canvas, block settings, translations preview, and save.
- [Languages](https://agenized.documentationai.com/settings/languages.md): Set the account default language and additional languages for localization across the product and widget experiences.
- [GDPR](https://agenized.documentationai.com/settings/gdpr.md): Privacy notice text for the chat widget, optional opt-in, retention windows, and whether to remember customers across sessions and channels.
- [OAuth Tokens](https://agenized.documentationai.com/settings/oauth-tokens.md): List OAuth clients authorized to call the Agenized API on behalf of your account; revoke access when an app should stop working.
- [Overview](https://agenized.documentationai.com/account-settings/overview.md): Account Settings for company profile, team users, notification email preferences, and billing with plan, usage, and payment method.
- [Account Information](https://agenized.documentationai.com/account-settings/account-information.md): View and edit organisation details such as name, email, VAT, address, country, phone, domain, currency, and advanced metadata JSON.
- [Users](https://agenized.documentationai.com/account-settings/users.md): Team members for the account: list, invite with role, edit, resend invite, and archive access.
- [Notifications](https://agenized.documentationai.com/account-settings/notifications.md): Account notification email address and email alert when a channel connection is lost.
- [Billing](https://agenized.documentationai.com/account-settings/billing.md): Subscription plan, conversation usage, payment method, invoices, and self-service portal for card updates or cancellation.
- [WooCommerce](https://agenized.documentationai.com/plugins/woocommerce.md): Install Agenized for WooCommerce to connect your store, embed the chat widget, and enable catalog and order actions for your AI agents.