Resources

Learn to get the most from CustGPT

Setup guides, best practices and reference docs, whether you’re launching your first assistant or fine-tuning your tenth.

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Getting started

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Launch in 10 minutes

From signing up to a live chat bubble on your site, step by step.

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Adding knowledge

Websites, sitemaps, files, text and custom answers, and when to use each.

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Installing the widget

Where to paste the snippet on popular website builders.

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API reference

Endpoints for chat, knowledge sources, conversations and leads, plus webhook events.

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Choosing an agent

Support, sales, onboarding or internal: which template fits your goal.

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Best practices

Guides from the blog

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Documentation

Quick reference

Adding knowledge sources

Website: paste any URL and CustGPT follows links within the same domain, respecting robots.txt. Sitemap: import exactly the pages listed in a sitemap or sitemap index. Files: PDF, DOCX, TXT, Markdown, CSV, JSON and HTML, up to 15 MB each. Text: paste notes that aren’t on your site. Custom answers: write the exact reply for a specific question; these rank above other content.

Keeping content up to date

Use the ↻ button to re-fetch a single page, or run a new crawl after big updates (pages already imported are skipped). You can also edit any source’s text directly. Changes take effect immediately.

Installing the widget

Copy the script from your chatbot’s Embed tab and paste it before </body>. On WordPress use a header/footer plugin; on Shopify edit theme.liquid; on Webflow, Squarespace, Wix or Framer use the site-wide custom code setting. Prefer a full page? Use the shareable chat link or the iframe embed.

Customising behaviour

In Settings, write custom instructions (tone, persona, do’s and don’ts) and a fallback message for questions your content doesn’t cover. In Appearance, set the name, colour, avatar, greeting, suggested questions and bubble position, with a live preview.

Capturing leads

Enable “Ask visitors for their email” in Appearance and write your prompt. After the first answer, visitors see an optional email field. Leads appear in Conversations (filter “Leads only”), can be exported as CSV and can trigger Slack or webhook notifications.

Webhooks and Slack

In the Integrations tab, add an HTTPS webhook URL and/or a Slack incoming-webhook URL, choose which events to send (new leads, new conversations), save, then press Send test. Payloads are JSON with event, bot, data and sentAt.

Actions (calling your APIs)

In a chatbot’s Actions tab, add an endpoint with a name, a plain-English description of when to use it, the method and URL, and any parameters the assistant should collect. Put values into the URL with {param}; other values go in the query string (GET/DELETE) or JSON body. Use Test to run a real request before switching it on.

Human handoff

With handoff enabled (Settings), visitors can tap “Person” in the widget or ask for a human, and on Telegram they can type /human. The conversation appears under Conversations → Waiting for a person. Type a reply to take over; the AI pauses until you click Hand back to AI.

Telegram

Create a bot with @BotFather, then paste its token in the Integrations tab. Your assistant starts answering right away, and your team’s replies from the dashboard are delivered to Telegram.

REST API

Create an API key under Account and see the API reference for chat, sources, conversations and leads endpoints.

Restricting where the widget runs

Add your domains to Allowed domains in Settings. The assistant will then only answer on those domains and their subdomains.

Plans, trial and limits

Every plan (Starter, Growth or Scale, billed monthly or yearly) starts with a 7-day free trial through checkout. Your card is only charged when the trial ends, and you can cancel before then from the billing portal. Each plan sets a number of chatbots, pages and documents, AI replies and premium-model replies per month, and team seats. Usage is shown in your dashboard sidebar and resets on the first of each month. Premium replies switch to the standard model when their allowance runs out.

Team members

Under Account → Team, invite teammates by email as members (chatbots, conversations and leads) or admins (plus billing, team and API keys). Each invite has a link you can share directly.

Premium AI models

In a chatbot’s Settings, choose the premium model (Claude Sonnet 5, GPT-5.6 Sol or Gemini 3.1 Pro) for smarter answers to complex questions. Premium replies count against your plan’s monthly premium allowance.

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