# Agenized Documentation

## Guides

- [Grow on-site conversations](https://agenized.documentationai.com/getting-started/start-here.md): Turn website visitors into real chats and sales: set 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: 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.
- [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, 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
- [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: fields, safety, actions, hand-off, chat widget 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](https://agenized.documentationai.com/settings/actions.md): Connect account-wide action providers (Shopify, custom HTTP, and others) so agents can call tools defined in Actions configuration.
- [Hand-off](https://agenized.documentationai.com/settings/hand-off.md): Account-level hand-off integrations: connect helpdesks and webhooks so agents can escalate conversations when configured.
- [Chat Widgets](https://agenized.documentationai.com/settings/chat-widgets.md): Manage reusable chat widget templates tied to commerce actions (Shopify, WooCommerce, etc.): enable, create, edit in the builder, or delete.
- [Chat widget builder](https://agenized.documentationai.com/settings/chat-widget-builder.md): Full-screen editor for chat widget 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: 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: 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.