# Calls
Source: https://botricai.mintlify.app/conversion/calls

View call logs, listen to recordings, and read transcripts from customer interactions.

The Calls page provides a log of all phone interactions associated with your workspace. View call details, listen to recordings, and read AI-generated transcripts to stay on top of customer conversations.

## Call Logs Table

The calls table displays all logged calls with the following information:

| Column          | Description                                 |
| --------------- | ------------------------------------------- |
| **Caller**      | Name or phone number of the caller          |
| **Date & Time** | When the call occurred                      |
| **Duration**    | Length of the call                          |
| **Status**      | Call outcome (answered, missed, voicemail)  |
| **Agent**       | Which agent or team member handled the call |

### Filtering Calls

Use the filter controls to narrow your view:

* **Date range** — Show calls from a specific time period.
* **Status** — Filter by answered, missed, or voicemail.
* **Agent** — Show calls handled by a specific agent or team member.

## Call Details

Click on any call to open its detail view.

### Recording

If a recording is available, you can play it directly in Botric. Use the audio player to listen to the full conversation.

### Transcript

Botric generates a text transcript of recorded calls using AI. The transcript includes:

* Speaker identification (caller vs. agent)
* Timestamped segments for easy navigation
* Full text of the conversation

<Tip>
  Use transcripts to quickly review call content without listening to the entire recording. Search within a transcript to find specific topics discussed.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Leads" icon="user-plus" href="/conversion/leads">
    View captured leads from chat conversations.
  </Card>

  <Card title="Tickets" icon="ticket" href="/conversion/tickets">
    Manage support tickets.
  </Card>

  <Card title="Logs" icon="scroll" href="/conversion/logs">
    View activity and event logs.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/getting-started/dashboard">
    Return to your dashboard.
  </Card>
</CardGroup>


# Leads
Source: https://botricai.mintlify.app/conversion/leads

View and manage leads captured by your AI agents from chat conversations and form submissions.

The Leads page shows all contacts captured by your AI agents. When a visitor interacts with your [Chat Agent](/engagement/chat-agent/overview) and provides their contact information, Botric automatically creates a lead record with their details and conversation history.

## How Leads Are Captured

Leads are created automatically when a chat visitor provides their contact information during a conversation. The typical flow:

1. A visitor opens your chat widget and starts a conversation.
2. The Chat Agent engages the visitor based on its purpose (support, lead gen, sales, etc.).
3. The visitor provides their name, email, or other contact details.
4. Botric creates a lead record and stores the conversation history.

<Note>
  Lead capture depends on your bot's purpose and prompts. Bots configured for **Lead Generation** or **Sales** are optimized to collect visitor information naturally during conversations.
</Note>

## Leads Table

The leads table provides a comprehensive view of all captured leads with search, filtering, and pagination.

### Columns

| Column     | Description                          |
| ---------- | ------------------------------------ |
| **Name**   | The visitor's name (if provided)     |
| **Email**  | The visitor's email address          |
| **Source** | Which bot or agent captured the lead |
| **Date**   | When the lead was captured           |
| **Status** | Current lead status                  |

### Search and Filter

* **Search** — Find leads by name, email, or any captured field.
* **Filter by source** — Show leads from a specific bot or agent.
* **Filter by date** — Narrow results to a specific time range.
* **Pagination** — Navigate through large lead lists with page controls.

## Lead Details

Click on any lead to open its detail view. The lead detail page shows:

### Contact Information

All form data captured during the conversation, including:

* Name
* Email address
* Phone number (if provided)
* Company name (if provided)
* Any custom fields collected by the bot

### Conversation History

The full chat transcript between the visitor and your bot. This gives you context about what the lead was interested in, what questions they asked, and how the conversation went.

<Tip>
  Review conversation histories before following up with leads. Understanding what a lead discussed with your bot helps you personalize your outreach.
</Tip>

## Exporting Leads

Export your leads for use in external CRM systems, email marketing tools, or spreadsheets.

* Click **Export** to download your leads as a CSV file.
* Use filters before exporting to narrow the export to specific leads.

## Next Steps

<CardGroup>
  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Configure your bot for better lead capture.
  </Card>

  <Card title="Calls" icon="phone" href="/conversion/calls">
    View call logs and transcripts.
  </Card>

  <Card title="Tickets" icon="ticket" href="/conversion/tickets">
    Manage support tickets.
  </Card>

  <Card title="Integrations" icon="puzzle-piece" href="/settings/integrations">
    Connect your CRM for lead syncing.
  </Card>
</CardGroup>


# Logs
Source: https://botricai.mintlify.app/conversion/logs

View activity and event logs to track agent interactions, system events, and troubleshoot issues.

The Logs page provides a detailed record of all activity across your workspace. Every significant event — from agent interactions to system operations — is logged here, giving you full visibility into what's happening in your Botric account.

## What Gets Logged

Botric captures logs for a wide range of events across your workspace:

| Event Category     | Examples                                                                |
| ------------------ | ----------------------------------------------------------------------- |
| **Agent Activity** | Chat conversations started/ended, email drafts generated, bot responses |
| **Lead Events**    | New lead captured, lead data updated                                    |
| **System Events**  | Knowledge source crawled, site audit completed, webhook triggered       |
| **User Actions**   | Settings changed, bot created/updated, knowledge source added           |
| **Errors**         | Failed API calls, crawl errors, processing failures                     |

## Viewing Logs

The logs page displays events in reverse chronological order (newest first). Each log entry shows:

* **Timestamp** — Exact date and time of the event
* **Event Type** — Category of the event (agent, system, user, error)
* **Description** — What happened
* **Agent/Source** — Which agent or system component generated the event
* **Details** — Additional context or data associated with the event

## Filtering Logs

Use the filter controls to find specific events:

### By Agent

Select a specific agent (Chat Agent, Email Agent) to see only events related to that agent.

### By Event Type

Filter by event category to focus on specific types of activity:

* Agent activity
* Lead events
* System events
* User actions
* Errors

### By Date Range

Set a start and end date to narrow logs to a specific time period. This is useful for investigating issues that occurred at a known time.

## Using Logs for Debugging

Logs are especially useful when troubleshooting issues:

<Accordion title="Bot not responding correctly">
  Filter logs by **Agent Activity** and check the bot's recent conversations. Look for error entries that indicate knowledge source issues or prompt failures.
</Accordion>

<Accordion title="Knowledge source not updating">
  Filter by **System Events** and look for crawl or processing entries. Check if the crawl completed successfully or if errors were logged.
</Accordion>

<Accordion title="Missing leads">
  Filter by **Lead Events** to verify whether leads were captured. If conversation logs show visitor info was provided but no lead was created, there may be a configuration issue with your bot.
</Accordion>

<Tip>
  Check the logs regularly, especially after making changes to your bots or knowledge sources. They're the fastest way to verify that everything is working as expected.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Leads" icon="user-plus" href="/conversion/leads">
    View captured leads.
  </Card>

  <Card title="Tickets" icon="ticket" href="/conversion/tickets">
    Manage support tickets.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/getting-started/dashboard">
    Return to your dashboard.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Review your chat agent configuration.
  </Card>
</CardGroup>


# Tickets
Source: https://botricai.mintlify.app/conversion/tickets

Track and manage support tickets created from customer interactions.

The Tickets page lets you manage support requests that arise from customer interactions. Tickets help you track issues from initial report through resolution, ensuring nothing falls through the cracks.

## Ticket Statuses

Every ticket progresses through a lifecycle of statuses:

| Status          | Description                                 |
| --------------- | ------------------------------------------- |
| **Open**        | A new ticket that hasn't been addressed yet |
| **In Progress** | A ticket that's actively being worked on    |
| **Resolved**    | A ticket that has been successfully closed  |

The status flow is: **Open → In Progress → Resolved**

## Tickets Table

The tickets table shows all your support tickets with:

| Column        | Description                        |
| ------------- | ---------------------------------- |
| **Subject**   | Brief description of the issue     |
| **Requester** | The customer who raised the ticket |
| **Status**    | Current ticket status              |
| **Priority**  | Ticket priority level              |
| **Created**   | When the ticket was created        |
| **Updated**   | When the ticket was last modified  |

### Filtering and Sorting

* **Filter by status** — Show only Open, In Progress, or Resolved tickets.
* **Filter by priority** — Focus on high-priority issues first.
* **Search** — Find tickets by subject, requester, or content.
* **Sort** — Order by date, priority, or status.

## Managing Tickets

### Viewing a Ticket

Click on any ticket to see the full details including:

* Complete issue description
* Customer contact information
* Conversation or interaction history that generated the ticket
* Internal notes and updates

### Updating Status

To update a ticket's status:

1. Open the ticket detail view.
2. Click the **Status** dropdown.
3. Select the new status.
4. Add an optional note describing the update.
5. Save your changes.

<Tip>
  Keep tickets updated as you work on them. Moving tickets to **In Progress** signals to your team that someone is handling the issue.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Leads" icon="user-plus" href="/conversion/leads">
    View and manage captured leads.
  </Card>

  <Card title="Calls" icon="phone" href="/conversion/calls">
    Review call logs and recordings.
  </Card>

  <Card title="Logs" icon="scroll" href="/conversion/logs">
    View activity and event logs.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Configure your chat agent.
  </Card>
</CardGroup>


# Content Agent
Source: https://botricai.mintlify.app/discovery/content-agent

AI-powered content creation and optimization for your website.

The Content Agent helps you create, optimize, and manage website content using AI — ensuring your pages are well-written, relevant, and optimized for both traditional and AI-powered search engines.

<Snippet />

## What to Expect

The Content Agent will offer:

* **Content Generation** — Create blog posts, landing pages, and product descriptions powered by AI.
* **Content Optimization** — Get suggestions to improve existing content for readability, SEO, and AI search visibility.
* **Tone and Brand Alignment** — Ensure all generated content matches your brand voice and style guidelines.
* **Content Calendar** — Plan and schedule content creation with AI-assisted topic suggestions.
* **Performance Tracking** — Monitor how your content performs across search engines and AI platforms.

## In the Meantime

While the Content Agent is in development, you can use these existing features to strengthen your content strategy:

<CardGroup>
  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Organize and manage the content your AI agents use.
  </Card>

  <Card title="GEO Agent" icon="earth-americas" href="/discovery/geo-agent/overview">
    Understand how AI engines perceive your content.
  </Card>
</CardGroup>


# Competitor Analysis
Source: https://botricai.mintlify.app/discovery/geo-agent/competitor-analysis

Compare your AI search visibility against competitors to find opportunities and gaps.

The Competitor Analysis feature lets you see how your brand's AI search visibility compares to your competitors. Add competitor domains and Botric runs the same GEO analysis, giving you a side-by-side view of where you lead and where you're falling behind.

## Adding Competitors

<Steps>
  <Step title="Open Competitor Analysis">
    Navigate to **Discovery > GEO Agent > Competitor Analysis** in the sidebar.
  </Step>

  <Step title="Add a competitor">
    Click **Add Competitor** and enter the competitor's domain (e.g., `competitor.com`). You can add multiple competitors to compare against.
  </Step>

  <Step title="Run analysis">
    Botric runs the same set of queries against each competitor's brand and generates comparison data.
  </Step>
</Steps>

<Note>
  Competitor analysis uses the same query set as your own GEO analysis, so comparisons are apples-to-apples.
</Note>

## Side-by-Side Comparison

The comparison view shows:

* **Overall visibility score** for each brand
* **Engine-by-engine breakdown** — how each competitor performs on ChatGPT, Perplexity, Gemini, and other AI engines
* **Intent comparison** — which intent types each brand dominates
* **Query overlap** — queries where multiple brands appear together

### Visibility Score Comparison

A bar or radar chart shows your visibility score alongside each competitor across all tracked AI engines. This gives you a quick view of your competitive position.

### Query-Level Comparison

Drill down into individual queries to see exactly which brands appear for each one. This helps you identify:

* **Queries you own** — where only your brand appears
* **Contested queries** — where multiple brands compete for visibility
* **Missed opportunities** — queries where competitors appear but you don't

## Using Competitor Data

<Accordion title="Identify content gaps">
  If a competitor appears for queries where you don't, examine their content strategy. What pages, blog posts, or resources are they publishing that earn them AI citations?
</Accordion>

<Accordion title="Strengthen your positioning">
  For contested queries, improve your content depth and relevance to increase your chances of being cited over competitors.
</Accordion>

<Accordion title="Track competitive shifts">
  Monitor the comparison over time to see if your improvements are narrowing the gap or if competitors are gaining ground.
</Accordion>

## Next Steps

<CardGroup>
  <Card title="Intent Analysis" icon="bullseye" href="/discovery/geo-agent/intent-analysis">
    Dive deeper into query intent data.
  </Card>

  <Card title="GEO Reports" icon="file-chart-column" href="/discovery/geo-agent/reports">
    Generate a report with competitor comparisons.
  </Card>
</CardGroup>


# Intent Analysis
Source: https://botricai.mintlify.app/discovery/geo-agent/intent-analysis

Understand how AI search engines classify and respond to queries related to your business.

Intent Analysis breaks down the search queries that AI engines associate with your brand and categorizes them by user intent. This helps you understand not just whether you're visible, but why users are finding you — and where the gaps are.

## Understanding Intent Types

When users ask AI engines questions, each query carries an intent. Botric classifies these into categories to help you understand the nature of the queries where your brand appears.

| Intent Type       | Description                          | Example Query                                  |
| ----------------- | ------------------------------------ | ---------------------------------------------- |
| **Informational** | User is researching or learning      | "What is customer engagement software?"        |
| **Commercial**    | User is comparing options            | "Best AI chatbot platforms for small business" |
| **Transactional** | User is ready to buy or sign up      | "Botric pricing plans"                         |
| **Navigational**  | User is looking for a specific brand | "Botric AI login"                              |

## Intent Breakdown by Engine

The intent analysis shows how each AI search engine distributes queries by intent type. This is useful because different engines may surface your brand for different reasons.

For each AI engine, you can see:

* **Number of queries** where your brand appeared
* **Intent distribution** — a breakdown of informational, commercial, transactional, and navigational queries
* **Visibility score** per intent type

<Tip>
  A strong presence in **commercial** and **transactional** intents means AI engines are recommending your brand to users who are actively comparing or ready to buy.
</Tip>

## Viewing Query Details

Click on any intent category to see the specific queries that triggered your brand's appearance. For each query, you can see:

* The exact question or prompt used
* Which AI engines returned your brand
* Whether your brand was mentioned, cited, or recommended
* The context in which your brand appeared

## Using Intent Data

Intent analysis helps you:

* **Identify content gaps** — If you're missing from informational queries, your content may need more educational material.
* **Optimize for conversions** — Focus on strengthening your presence in commercial and transactional queries.
* **Refine your AI agents** — Use popular queries as inspiration for your [Chat Agent](/engagement/chat-agent/overview) prompts and [Knowledge Sources](/engagement/knowledge-source).
* **Track shifts** — Monitor how intent distribution changes over time as you update your content.

## Next Steps

<CardGroup>
  <Card title="Competitor Analysis" icon="people-arrows" href="/discovery/geo-agent/competitor-analysis">
    See how your intent coverage compares to competitors.
  </Card>

  <Card title="GEO Reports" icon="file-chart-column" href="/discovery/geo-agent/reports">
    Generate a comprehensive GEO report.
  </Card>
</CardGroup>


# GEO Agent Overview
Source: https://botricai.mintlify.app/discovery/geo-agent/overview

Understand your website's visibility across AI-powered search engines with Generative Engine Optimization.

The GEO (Generative Engine Optimization) Agent analyzes how visible your website is across AI-powered search engines like ChatGPT, Perplexity, Google Gemini, and others. As more users turn to AI for answers, GEO helps you understand and improve how often your brand appears in AI-generated responses.

## What is GEO?

Traditional SEO focuses on ranking in search engine result pages. GEO goes a step further — it measures whether AI models reference, cite, or recommend your brand when users ask questions relevant to your business.

With the GEO Agent, you can:

* **Track AI visibility** — See how often your brand appears across different AI engines.
* **Analyze search intent** — Understand what questions users ask that relate to your business.
* **Compare with competitors** — See how your visibility stacks up against competitors.
* **Generate reports** — Create detailed reports on your GEO performance over time.

## GEO Dashboard

The GEO dashboard provides a high-level overview of your AI search visibility:

* **Overall Visibility Score** — A composite metric showing your brand's presence across all tracked AI engines.
* **Engine Breakdown** — Individual scores for each AI search platform.
* **Trend Charts** — How your visibility has changed over time.
* **Top Queries** — The questions where your brand appears most frequently.

## How It Works

<Steps>
  <Step title="Query discovery">
    Botric identifies search queries relevant to your business based on your website content, industry, and configured prompts.
  </Step>

  <Step title="AI engine analysis">
    Each query is tested across multiple AI search engines to check whether your brand is mentioned, cited, or recommended.
  </Step>

  <Step title="Scoring and reporting">
    Results are aggregated into visibility scores, broken down by engine, intent type, and topic area.
  </Step>
</Steps>

## Explore GEO Features

<CardGroup>
  <Card title="Intent Analysis" icon="bullseye" href="/discovery/geo-agent/intent-analysis">
    Understand user intent behind AI search queries.
  </Card>

  <Card title="Competitor Analysis" icon="people-arrows" href="/discovery/geo-agent/competitor-analysis">
    Compare your visibility against competitors.
  </Card>

  <Card title="Reports" icon="file-chart-column" href="/discovery/geo-agent/reports">
    Generate and export detailed GEO reports.
  </Card>

  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Check your overall website health.
  </Card>
</CardGroup>


# GEO Reports
Source: https://botricai.mintlify.app/discovery/geo-agent/reports

Generate, view, and export detailed reports on your AI search visibility and performance.

GEO Reports give you a comprehensive view of your AI search visibility in a structured, shareable format. Use reports to track progress over time, share results with your team, and document your GEO strategy.

## Generating a Report

<Steps>
  <Step title="Navigate to Reports">
    Go to **Discovery > GEO Agent > Reports** in the sidebar.
  </Step>

  <Step title="Configure the report">
    Select the time period and scope for your report. You can include:

    * Overall visibility scores
    * Engine-by-engine breakdowns
    * Intent analysis summaries
    * Competitor comparisons (if configured)
  </Step>

  <Step title="Generate">
    Click **Generate Report**. Botric compiles your data into a structured report.
  </Step>
</Steps>

## Reading a Report

Each report includes the following sections:

### Executive Summary

A high-level overview of your GEO performance including:

* Overall visibility score and trend direction
* Top-performing AI engines
* Key changes since the last report

### Visibility by Engine

Detailed scores and query counts for each AI search engine:

* **ChatGPT** — OpenAI's conversational AI
* **Perplexity** — AI-powered research assistant
* **Gemini** — Google's AI search experience
* Other tracked engines

### Intent Breakdown

A summary of how your brand appears across different [intent types](/discovery/geo-agent/intent-analysis) — informational, commercial, transactional, and navigational.

### Competitor Comparison

If you've added competitors, the report includes a side-by-side comparison of visibility scores and query coverage. See [Competitor Analysis](/discovery/geo-agent/competitor-analysis) for more details.

### Recommendations

AI-generated suggestions for improving your GEO visibility based on the analysis findings.

## Exporting Reports

You can export reports for sharing or record-keeping:

* **PDF** — A formatted document suitable for presentations and stakeholder reviews.
* **CSV** — Raw data export for custom analysis in spreadsheet tools.

Click the **Export** button at the top of any report and select your preferred format.

<Tip>
  Generate reports on a regular schedule (weekly or monthly) to track your progress and spot trends over time.
</Tip>

## Report History

All generated reports are saved and accessible from the Reports page. You can:

* View any past report
* Compare reports from different time periods
* Track how your visibility score has changed over time

## Next Steps

<CardGroup>
  <Card title="GEO Overview" icon="earth-americas" href="/discovery/geo-agent/overview">
    Return to the GEO Agent dashboard.
  </Card>

  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Run a website health audit.
  </Card>
</CardGroup>


# SEO Agent
Source: https://botricai.mintlify.app/discovery/seo-agent

AI-powered search engine optimization analysis and recommendations.

The SEO Agent provides AI-powered insights into your website's search engine optimization performance, helping you improve your organic search rankings and drive more traffic.

<Snippet />

## What to Expect

The SEO Agent will offer:

* **Keyword Tracking** — Monitor your rankings for target keywords across search engines.
* **On-Page Analysis** — Get recommendations for improving meta tags, headings, content structure, and internal linking.
* **Backlink Monitoring** — Track your backlink profile and identify new linking opportunities.
* **SERP Analysis** — See how your pages appear in search results and optimize your snippets.
* **Actionable Recommendations** — Receive AI-generated suggestions tailored to your website and industry.

## In the Meantime

While the SEO Agent is in development, you can use these existing features to improve your search presence:

<CardGroup>
  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Run a health check that covers technical SEO factors.
  </Card>

  <Card title="GEO Agent" icon="earth-americas" href="/discovery/geo-agent/overview">
    Analyze your visibility in AI-powered search engines.
  </Card>
</CardGroup>


# Site Audit
Source: https://botricai.mintlify.app/discovery/site-audit

Run a comprehensive health check on your website and understand your scores across technical, content, performance, and domain metrics.

The Site Audit gives you a detailed breakdown of your website's health across multiple dimensions. Botric crawls your site, evaluates key factors, and assigns a letter grade so you can quickly identify what's working and what needs attention.

## Running an Audit

Your first audit runs automatically when you complete the [Onboarding Wizard](/getting-started/onboarding). You can also trigger a new audit at any time:

<Steps>
  <Step title="Navigate to Site Audit">
    Open the **Discovery** section in the sidebar and click **Site Audit**.
  </Step>

  <Step title="Start a new audit">
    Click **Run Audit** to begin a fresh analysis of your website. The audit crawls your site and evaluates it against multiple criteria.
  </Step>

  <Step title="Review results">
    Once complete, your results are displayed with an overall grade and detailed breakdowns by category.
  </Step>
</Steps>

<Note>
  Audits may take a few minutes depending on the size of your website. You can navigate away and come back — results are saved automatically.
</Note>

## Understanding Grades

Botric assigns a letter grade based on your overall audit score. Each grade maps to a score range and is color-coded for quick reference.

| Grade | Score Range | Color  | Meaning                                 |
| ----- | ----------- | ------ | --------------------------------------- |
| **A** | 90–100      | Blue   | Excellent — your site is in great shape |
| **B** | 80–89       | Green  | Good — minor improvements recommended   |
| **C** | 70–79       | Orange | Fair — several areas need attention     |
| **D** | 60–69       | Red    | Poor — significant issues detected      |
| **F** | Below 60    | Red    | Critical — immediate action required    |

## Report Sections

The audit report is broken down into four main sections, each with its own score and detailed findings.

### Technical Health

Evaluates the technical foundation of your website:

* **SSL/HTTPS** — Is your site served over a secure connection?
* **Mobile Responsiveness** — Does your site render correctly on mobile devices?
* **Broken Links** — Are there any dead links on your site?
* **Page Speed** — How quickly do your pages load?
* **Structured Data** — Is your markup properly configured for search engines?
* **Crawlability** — Can search engines and AI bots access your content?

### Content Quality

Analyzes the quality and structure of your website content:

* **Meta Tags** — Are title tags and meta descriptions present and optimized?
* **Heading Structure** — Do your pages use a proper heading hierarchy (H1, H2, etc.)?
* **Content Length** — Do your pages have sufficient content?
* **Alt Text** — Do images have descriptive alt attributes?
* **Duplicate Content** — Are there pages with duplicated or thin content?

### Performance

Measures how fast and responsive your site is:

* **Page Load Time** — Average time to fully load your pages.
* **Core Web Vitals** — Key performance metrics (LCP, FID, CLS).
* **Asset Optimization** — Are images, scripts, and stylesheets optimized?
* **Server Response Time** — How quickly does your server respond to requests?

### Domain Analytics

Provides insights about your domain's authority and reputation:

* **Domain Age** — How long your domain has been registered.
* **Backlink Profile** — Overview of sites linking to yours.
* **Domain Authority** — Estimated authority score based on link profile.
* **Social Signals** — Presence across social media platforms.

## Acting on Results

Each finding in the report includes:

* A **status indicator** (pass, warning, or fail)
* A **description** of what was checked
* **Recommendations** for how to fix issues

<Tip>
  Focus on fixing red (failing) items first. These have the biggest impact on your site's overall health and search visibility.
</Tip>

## Next Steps

<CardGroup>
  <Card title="GEO Agent" icon="earth-americas" href="/discovery/geo-agent/overview">
    Check your AI search visibility.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Build an AI chatbot for your website.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Feed your audit data into your AI agents.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/getting-started/dashboard">
    Return to your dashboard overview.
  </Card>
</CardGroup>


# Create a Bot
Source: https://botricai.mintlify.app/engagement/chat-agent/create-bot

Step-by-step guide to creating and configuring a new Chat Agent bot.

Creating a bot in Botric takes just a few minutes. Follow this guide to set up a new chat agent, configure its behavior, and connect it to your knowledge sources.

## Create a New Bot

<Steps>
  <Step title="Navigate to Chat Agent">
    Open the **Engagement** section in the sidebar and click **Chat Agent**.
  </Step>

  <Step title="Click Create Bot">
    Click the **Create Bot** button in the top-right corner of the Chat Agent page.
  </Step>

  <Step title="Name your bot">
    Give your bot a descriptive name (e.g., "Website Support Bot" or "Sales Assistant"). This name is for your internal reference — visitors won't see it by default.
  </Step>

  <Step title="Select a purpose">
    Choose the purpose that best matches your bot's role. The purpose determines the default system prompt and behavior:

    * **Customer Support** — Answer questions and resolve issues
    * **FAQ** — Handle frequently asked questions
    * **Lead Generation** — Engage visitors and capture contact info
    * **Sales** — Guide customers through products and pricing
    * **Onboarding** — Help new users get started
    * **Help Desk** — Provide technical troubleshooting
    * **Custom** — Define your own behavior from scratch
  </Step>

  <Step title="Configure prompts">
    Customize the prompts that control your bot's behavior:

    * **System Prompt** — Instructions that define the bot's role, tone, and boundaries. This is prepended to every conversation.
    * **Welcome Message** — The first message displayed when a visitor opens the chat widget.
    * **Fallback Response** — What the bot says when it doesn't have enough information to answer.
  </Step>

  <Step title="Link knowledge sources">
    Select which [Knowledge Sources](/engagement/knowledge-source) the bot should use to answer questions. You can link:

    * Website crawl data from your onboarding
    * Uploaded documents and files
    * FAQ entries
    * Audio and video transcripts

    <Warning>
      A bot without knowledge sources can only respond based on its system prompt. Link at least one source for the best results.
    </Warning>
  </Step>

  <Step title="Save">
    Click **Save** to create your bot. It's now ready to be [customized](/engagement/chat-agent/customize-widget) and [deployed](/engagement/chat-agent/deploy).
  </Step>
</Steps>

## Editing a Bot

To update an existing bot:

1. Go to **Engagement > Chat Agent**.
2. Click on the bot you want to edit.
3. Update any configuration — name, purpose, prompts, or knowledge sources.
4. Click **Save** to apply your changes.

<Note>
  Changes to prompts and knowledge sources take effect immediately for new conversations. Active conversations continue with the previous configuration.
</Note>

## Deleting a Bot

To delete a bot, open its settings and click **Delete Bot** at the bottom of the page. This action is permanent and removes the bot along with its configuration.

<Warning>
  Deleting a bot does not delete the knowledge sources linked to it. Those remain available for other bots.
</Warning>

## Next Steps

<CardGroup>
  <Card title="Customize Widget" icon="palette" href="/engagement/chat-agent/customize-widget">
    Design how your chat widget looks.
  </Card>

  <Card title="Deploy" icon="code" href="/engagement/chat-agent/deploy">
    Add the bot to your website.
  </Card>
</CardGroup>


# Customize Widget
Source: https://botricai.mintlify.app/engagement/chat-agent/customize-widget

Design and personalize your chat widget to match your brand's look and feel.

The widget customizer lets you control how your Chat Agent appears on your website. Adjust colors, text, icons, and layout to create a seamless brand experience for your visitors.

## Accessing the Customizer

1. Go to **Engagement > Chat Agent**.
2. Click on the bot you want to customize.
3. Navigate to the **Widget** or **Customize** tab.

## Design Options

### Colors

Customize the color scheme of your chat widget to match your brand:

| Setting               | Description                                           |
| --------------------- | ----------------------------------------------------- |
| **Primary Color**     | The main accent color used for buttons and highlights |
| **Header Color**      | Background color of the widget header                 |
| **Body Color**        | Background color of the chat conversation area        |
| **User Bubble Color** | Background color of messages sent by the visitor      |
| **Bot Bubble Color**  | Background color of messages from the bot             |
| **Input Color**       | Background color of the message input field           |
| **Send Button Color** | Color of the send message button                      |

### Theme

Choose between **Light** and **Dark** theme modes. The theme controls the default color palette and contrast settings for the widget.

* **Light** — White/light backgrounds with dark text. Best for light-colored websites.
* **Dark** — Dark backgrounds with light text. Best for dark-themed websites.

<Tip>
  Custom colors override theme defaults. If you set specific colors, they take priority regardless of the selected theme.
</Tip>

### Widget Icon

Upload a custom icon or avatar that appears on the chat bubble and in the widget header. This is typically your logo or a brand mascot.

* Recommended size: 64×64 pixels or larger
* Supported formats: PNG, JPG, SVG

### Text Content

Customize the text displayed in the widget:

* **Welcome Message** — The first message visitors see when they open the chat. Set during [bot creation](/engagement/chat-agent/create-bot) and editable here.
* **Placeholder Text** — The hint text inside the message input field (e.g., "Type your message...").
* **Header Title** — The name displayed at the top of the widget.

## Live Preview

As you make changes, a live preview of the widget updates in real time on the right side of the customizer. This lets you see exactly how your widget will appear to visitors before deploying it.

## Saving Changes

Click **Save** to apply your customizations. Changes take effect immediately on your website if the widget is already deployed.

<Note>
  If you haven't deployed the widget yet, your customizations are saved and will be applied when you add the embed code to your site.
</Note>

## Next Steps

<CardGroup>
  <Card title="Deploy Your Bot" icon="code" href="/engagement/chat-agent/deploy">
    Add the chat widget to your website.
  </Card>

  <Card title="Create a Bot" icon="plus" href="/engagement/chat-agent/create-bot">
    Set up a new chat agent.
  </Card>
</CardGroup>


# Deploy Your Bot
Source: https://botricai.mintlify.app/engagement/chat-agent/deploy

Get the embed code and add your Chat Agent to your website.

Once you've created and customized your bot, the final step is deploying it on your website. Botric provides an embed code that you add to your site's HTML to display the chat widget.

## Getting the Embed Code

<Steps>
  <Step title="Open your bot">
    Go to **Engagement > Chat Agent** and click on the bot you want to deploy.
  </Step>

  <Step title="Navigate to Deploy">
    Click the **Deploy** or **Embed** tab in your bot's settings.
  </Step>

  <Step title="Copy the embed code">
    Click **Copy Code** to copy the embed snippet to your clipboard.

    The embed code looks similar to this:

    ```html theme={null}
    <!-- Botric Chat Widget -->
    <script
      src="https://widget.botric.ai/chat.js"
      data-bot-id="YOUR_BOT_ID"
      async
    ></script>
    ```
  </Step>
</Steps>

## Installation

<Tabs>
  <Tab title="HTML">
    Paste the embed code just before the closing `</body>` tag in your HTML:

    ```html theme={null}
    <html>
      <head>
        <!-- your head content -->
      </head>
      <body>
        <!-- your page content -->

        <!-- Botric Chat Widget -->
        <script
          src="https://widget.botric.ai/chat.js"
          data-bot-id="YOUR_BOT_ID"
          async
        ></script>
      </body>
    </html>
    ```
  </Tab>

  <Tab title="React / Next.js">
    Add the script to your root layout or `_app` component using the `Script` component:

    ```jsx theme={null}
    import Script from 'next/script';

    export default function RootLayout({ children }) {
      return (
        <html>
          <body>
            {children}
            <Script
              src="https://widget.botric.ai/chat.js"
              data-bot-id="YOUR_BOT_ID"
              strategy="afterInteractive"
            />
          </body>
        </html>
      );
    }
    ```
  </Tab>

  <Tab title="WordPress">
    1. Go to **Appearance > Theme Editor** or use a plugin like **Insert Headers and Footers**.
    2. Paste the embed code in the footer section, just before `</body>`.
    3. Save your changes.

    Alternatively, add the snippet via a custom HTML widget or block.
  </Tab>
</Tabs>

## Verifying Deployment

After adding the embed code:

1. Visit your website in a browser.
2. Look for the chat bubble icon in the bottom-right corner.
3. Click the bubble to open the widget and send a test message.
4. Verify the bot responds using your configured knowledge sources.

<Tip>
  Open your browser's developer console (F12) and check for any errors if the widget doesn't appear. Common issues include script blocking by ad blockers or content security policies.
</Tip>

## Troubleshooting

<Accordion title="Widget doesn't appear">
  * Verify the embed code is placed before `</body>`, not inside `<head>`.
  * Check that the `data-bot-id` value matches your bot's ID.
  * Disable ad blockers or browser extensions that may block third-party scripts.
  * Ensure your site's Content Security Policy (CSP) allows scripts from `widget.botric.ai`.
</Accordion>

<Accordion title="Bot doesn't respond">
  * Confirm your bot has at least one [Knowledge Source](/engagement/knowledge-source) linked.
  * Check that the knowledge source has been fully crawled and indexed.
  * Test the bot in Botric's built-in preview before checking the live widget.
</Accordion>

<Accordion title="Widget styling looks wrong">
  * Your site's CSS may conflict with the widget. The widget uses an iframe to isolate styles, but some global styles can still affect the bubble icon.
  * Re-check your [widget customization](/engagement/chat-agent/customize-widget) settings.
</Accordion>

## Next Steps

<CardGroup>
  <Card title="Customize Widget" icon="palette" href="/engagement/chat-agent/customize-widget">
    Adjust the widget's appearance.
  </Card>

  <Card title="View Leads" icon="user-plus" href="/conversion/leads">
    See leads captured by your bot.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Manage what your bot knows.
  </Card>

  <Card title="Chat Agent Overview" icon="robot" href="/engagement/chat-agent/overview">
    Return to Chat Agent overview.
  </Card>
</CardGroup>


# Chat Agent Overview
Source: https://botricai.mintlify.app/engagement/chat-agent/overview

Build and deploy AI-powered chatbots that engage your website visitors using your own knowledge base.

The Chat Agent lets you create AI-powered chatbots that live on your website and interact with visitors in real time. Each bot is trained on your [Knowledge Sources](/engagement/knowledge-source) and can be customized to match your brand, tone, and goals.

## What Can Chat Agent Do?

* **Answer visitor questions** using your documentation, FAQs, and website content.
* **Capture leads** by collecting visitor information during conversations.
* **Provide support** by resolving common issues without human intervention.
* **Guide users** through your product, onboarding flows, or sales process.

## How It Works

<Steps>
  <Step title="Create a bot">
    Name your bot and select its purpose. [Learn more →](/engagement/chat-agent/create-bot)
  </Step>

  <Step title="Link knowledge sources">
    Connect the content your bot uses to answer questions. [Learn more →](/engagement/knowledge-source)
  </Step>

  <Step title="Customize the widget">
    Design the chat widget to match your brand colors and style. [Learn more →](/engagement/chat-agent/customize-widget)
  </Step>

  <Step title="Deploy to your site">
    Add the embed code to your website and start engaging visitors. [Learn more →](/engagement/chat-agent/deploy)
  </Step>
</Steps>

## Bot Purposes

When creating a bot, you select a purpose that defines its primary behavior. This helps Botric optimize the bot's prompts and responses for your use case.

| Purpose              | Description                                                     |
| -------------------- | --------------------------------------------------------------- |
| **Customer Support** | Answers questions and resolves issues using your knowledge base |
| **FAQ**              | Handles frequently asked questions with quick, accurate answers |
| **Lead Generation**  | Engages visitors and collects contact information               |
| **Sales**            | Guides potential customers through your products and pricing    |
| **Onboarding**       | Walks new users through setup and getting started               |
| **Help Desk**        | Provides technical support and troubleshooting guidance         |
| **Custom**           | Define your own purpose with a custom system prompt             |

<Tip>
  Start with a specific purpose like **Customer Support** or **FAQ** for the best out-of-the-box experience. You can always adjust the prompts later.
</Tip>

## Managing Bots

From the Chat Agent page, you can:

* View all your bots and their status (active/inactive)
* Edit a bot's configuration, prompts, and knowledge sources
* Preview the chat widget before deploying
* Delete bots you no longer need

## Next Steps

<CardGroup>
  <Card title="Create a Bot" icon="plus" href="/engagement/chat-agent/create-bot">
    Step-by-step guide to creating your first bot.
  </Card>

  <Card title="Customize Widget" icon="palette" href="/engagement/chat-agent/customize-widget">
    Design your chat widget.
  </Card>

  <Card title="Deploy" icon="code" href="/engagement/chat-agent/deploy">
    Add your chatbot to your website.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Manage what your bot knows.
  </Card>
</CardGroup>


# Connect Mailbox
Source: https://botricai.mintlify.app/engagement/email-agent/connect-mailbox

Connect your Gmail or Zoho email account to the Email Agent via OAuth.

To use the Email Agent, you need to connect at least one email mailbox. Botric supports Gmail and Zoho Mail, and uses secure OAuth authentication — your email password is never stored.

## Connecting a Mailbox

<Steps>
  <Step title="Navigate to Email Agent">
    Open the **Engagement** section in the sidebar and click **Email Agent**.
  </Step>

  <Step title="Click Connect Mailbox">
    Click the **Connect Mailbox** button to begin the setup process.
  </Step>

  <Step title="Select your provider">
    Choose your email provider:

    <Tabs>
      <Tab title="Gmail">
        1. Click **Connect Gmail**.
        2. You are redirected to Google's OAuth consent screen.
        3. Sign in with the Google account you want to connect.
        4. Review the permissions Botric requests and click **Allow**.
        5. You are redirected back to Botric with your mailbox connected.

        <Note>
          Botric requests read and send permissions for your Gmail account. Emails are only accessed to generate AI drafts — Botric does not modify or delete your emails.
        </Note>
      </Tab>

      <Tab title="Zoho">
        1. Click **Connect Zoho**.
        2. You are redirected to Zoho's OAuth consent screen.
        3. Sign in with your Zoho account.
        4. Approve the requested permissions.
        5. You are redirected back to Botric with your mailbox connected.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Verify connection">
    Once connected, your mailbox appears in the Email Agent with a **Connected** status badge. Botric begins monitoring for incoming emails.
  </Step>
</Steps>

## Managing Connections

### Viewing Connected Mailboxes

All connected mailboxes are listed on the Email Agent page. For each mailbox, you can see:

* Email address
* Provider (Gmail or Zoho)
* Connection status
* Last sync time

### Disconnecting a Mailbox

To disconnect a mailbox:

1. Go to **Engagement > Email Agent**.
2. Find the mailbox you want to disconnect.
3. Click the **Disconnect** button.
4. Confirm the disconnection.

<Warning>
  Disconnecting a mailbox stops the Email Agent from monitoring that inbox. Any pending drafts for that mailbox remain available but no new drafts are generated.
</Warning>

### Reconnecting

If a connection expires or is revoked, you'll see a **Reconnect** prompt next to the affected mailbox. Click it to re-authenticate through OAuth.

## Troubleshooting

<Accordion title="OAuth connection fails">
  * Make sure you're signed into the correct Google or Zoho account.
  * Check that you haven't blocked pop-ups — the OAuth flow opens in a new window.
  * If using Google Workspace, your admin may need to approve the Botric app.
</Accordion>

<Accordion title="Emails aren't being monitored">
  * Verify the mailbox shows a **Connected** status on the Email Agent page.
  * Check the last sync time — if it's stale, try disconnecting and reconnecting.
  * Ensure the connected account has incoming emails in the inbox (not filtered to other folders).
</Accordion>

## Next Steps

<CardGroup>
  <Card title="Drafts & Confidence" icon="file-pen" href="/engagement/email-agent/drafts-and-confidence">
    Review AI-generated email drafts.
  </Card>

  <Card title="Email Agent Overview" icon="envelope" href="/engagement/email-agent/overview">
    Return to the Email Agent overview.
  </Card>
</CardGroup>


# Drafts & Confidence
Source: https://botricai.mintlify.app/engagement/email-agent/drafts-and-confidence

Review AI-generated email drafts, understand confidence scores, and improve response quality.

When the Email Agent processes an incoming email, it generates a draft response and assigns a confidence score. This page explains how to work with drafts, interpret confidence scores, and improve the quality of AI-generated responses.

## Viewing Drafts

Navigate to **Engagement > Email Agent** to see all AI-generated drafts. Each draft shows:

* **Subject line** of the original email
* **Sender** information
* **Draft preview** — the first few lines of the AI-generated response
* **Confidence score** — how certain the AI is about the response quality
* **Timestamp** — when the draft was generated

Click any draft to open the full view where you can read, edit, and send the response.

## Understanding Confidence Scores

Every draft includes a confidence score expressed as a percentage. This score reflects how well the AI was able to match the incoming email's question or request with information from your [Knowledge Sources](/engagement/knowledge-source).

| Score Range   | Level  | Meaning                                                                                  |
| ------------- | ------ | ---------------------------------------------------------------------------------------- |
| **80–100%**   | High   | The AI found strong matches in your knowledge base and is confident in the response.     |
| **50–79%**    | Medium | The AI found partial matches. The draft may need some editing for accuracy.              |
| **Below 50%** | Low    | The AI had limited information. Review carefully and consider writing a manual response. |

<Tip>
  High-confidence drafts are generally safe to send with minimal editing. For medium and low-confidence drafts, always review the full response before sending.
</Tip>

## Editing Drafts

Before sending a draft, you can edit it directly in Botric:

1. Open the draft by clicking on it.
2. Edit the response text in the editor.
3. Click **Send** to deliver the response, or **Save** to keep your edits without sending.

### Editing Tips

* **Correct inaccuracies** — If the AI used outdated or incorrect information, update the response before sending.
* **Add personal touches** — Include customer-specific details the AI may not have access to.
* **Adjust tone** — Modify the language to match the situation (e.g., more empathetic for complaints).

## Improving Draft Quality

If you notice that drafts consistently miss the mark, there are several ways to improve the quality of AI-generated responses:

### Add More Knowledge Sources

The AI can only respond with information it has access to. Adding more [Knowledge Sources](/engagement/knowledge-source) — such as detailed FAQs, product documentation, or support articles — gives the AI more context to work with.

### Refine Your Prompts

Review the system prompts configured during [onboarding](/getting-started/onboarding) or in your agent settings. Clear, specific instructions help the AI generate better responses.

### Review Low-Confidence Drafts

Low-confidence drafts often highlight gaps in your knowledge base. If the AI couldn't find relevant information for a common question, add that information as a new knowledge source.

<Note>
  The Email Agent uses the same knowledge sources as your [Chat Agent](/engagement/chat-agent/overview). Improving your knowledge base benefits both agents.
</Note>

## Next Steps

<CardGroup>
  <Card title="Connect Mailbox" icon="plug" href="/engagement/email-agent/connect-mailbox">
    Add or manage email connections.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Add more data for better AI responses.
  </Card>

  <Card title="Email Agent Overview" icon="envelope" href="/engagement/email-agent/overview">
    Return to the Email Agent overview.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Set up a chatbot alongside your email agent.
  </Card>
</CardGroup>


# Email Agent Overview
Source: https://botricai.mintlify.app/engagement/email-agent/overview

AI-powered email response system that drafts replies to customer emails using your knowledge base.

The Email Agent monitors your connected email inboxes and uses AI to draft responses to incoming customer emails. It reads each email, matches it against your [Knowledge Sources](/engagement/knowledge-source), and generates a draft reply that you can review, edit, and send.

## What Can Email Agent Do?

* **Monitor incoming emails** from connected mailboxes automatically.
* **Draft AI responses** based on your knowledge base and brand context.
* **Score confidence** so you know how reliable each draft is before sending.
* **Learn from your edits** to improve future draft quality over time.

## How It Works

<Steps>
  <Step title="Connect your mailbox">
    Link your Gmail or Zoho email account via OAuth. [Learn more →](/engagement/email-agent/connect-mailbox)
  </Step>

  <Step title="AI monitors incoming email">
    Botric watches your inbox for new customer messages and analyzes their content.
  </Step>

  <Step title="Drafts are generated">
    The AI creates draft responses using your knowledge sources, matching the tone and context of each conversation.
  </Step>

  <Step title="Review and send">
    You review each draft, make any edits, and send it directly from Botric. [Learn more →](/engagement/email-agent/drafts-and-confidence)
  </Step>
</Steps>

## Key Features

### Confidence Scoring

Every draft includes a confidence score indicating how certain the AI is about its response. High-confidence drafts can be sent quickly, while low-confidence ones may need more editing or a manual response. See [Drafts & Confidence](/engagement/email-agent/drafts-and-confidence) for details.

### Multi-Provider Support

Connect email accounts from multiple providers:

* **Gmail** — Connect via Google OAuth
* **Zoho Mail** — Connect via Zoho OAuth

### Knowledge-Powered Responses

The Email Agent uses the same [Knowledge Sources](/engagement/knowledge-source) as your Chat Agent. This means your AI assistants provide consistent answers across chat and email.

## Next Steps

<CardGroup>
  <Card title="Connect Mailbox" icon="plug" href="/engagement/email-agent/connect-mailbox">
    Link your Gmail or Zoho account.
  </Card>

  <Card title="Drafts & Confidence" icon="file-pen" href="/engagement/email-agent/drafts-and-confidence">
    Review and manage AI-generated drafts.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Manage what your AI agents know.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Set up a chatbot for your website.
  </Card>
</CardGroup>


# Knowledge Sources
Source: https://botricai.mintlify.app/engagement/knowledge-source

Manage the content that powers your AI agents — from website crawls to documents, FAQs, and media.

Knowledge Sources are the content your AI agents use to answer questions, draft emails, and engage with visitors. The more relevant and comprehensive your knowledge sources, the better your agents perform.

## Source Types

Botric supports multiple types of knowledge sources, giving you flexibility in how you provide information to your AI agents.

### Website Crawl

Botric crawls the pages you selected during [onboarding](/getting-started/onboarding) and indexes their content. This is the most common source type and is set up automatically.

* Content is extracted from your web pages and structured for AI consumption.
* You can add additional URLs or re-crawl existing pages at any time.
* Crawl frequency can be configured to keep content up to date.

### Document

Upload text-based documents that contain information you want your agents to know.

* Supported formats: PDF, DOCX, TXT
* Ideal for product manuals, policy documents, and internal guides

### FAQ

Create structured question-and-answer pairs that your agents can use for precise responses.

* Best for common questions with definitive answers
* Provides the highest accuracy for covered topics
* Easy to create and maintain

### File

Upload general files that contain relevant data or information.

* Supports various file formats
* Content is extracted and indexed for AI access

### Audio

Upload audio recordings that Botric transcribes and adds to your knowledge base.

* Supported formats: MP3, WAV, M4A
* Useful for training recordings, podcast content, or call recordings

### Video

Upload video files that Botric transcribes and indexes.

* Supported formats: MP4, MOV, WEBM
* Ideal for product demos, tutorials, or webinar recordings

## Adding a Knowledge Source

<Steps>
  <Step title="Navigate to Knowledge Sources">
    Open the **Engagement** section in the sidebar and click **Knowledge Sources**.
  </Step>

  <Step title="Click Add Source">
    Click the **Add Source** button and select the source type you want to add.
  </Step>

  <Step title="Provide the content">
    Depending on the source type:

    * **Website Crawl** — Enter the URLs you want to crawl.
    * **Document / File** — Upload your file.
    * **FAQ** — Enter question-and-answer pairs.
    * **Audio / Video** — Upload your media file for transcription.
  </Step>

  <Step title="Process and index">
    Botric processes the content, extracts text, and indexes it for your AI agents. Processing time varies by source type and size.
  </Step>
</Steps>

<Note>
  Large files and media uploads may take longer to process. You can continue using the platform while processing runs in the background.
</Note>

## Managing Sources

### Viewing Sources

The Knowledge Sources page lists all your sources with:

* Source name and type
* Processing status (processing, ready, error)
* Date added
* Linked agents

### Editing Sources

Click on any source to update its content:

* Re-crawl website pages to pick up changes
* Replace uploaded files with updated versions
* Edit FAQ entries

### Deleting Sources

To remove a source, click the **Delete** button on the source detail page.

<Warning>
  Deleting a knowledge source removes it from all linked agents. Make sure no active agents depend solely on the source you're deleting.
</Warning>

## Linking Sources to Agents

Knowledge sources are shared across your AI agents. When you [create a Chat Agent](/engagement/chat-agent/create-bot) or configure the [Email Agent](/engagement/email-agent/overview), you select which knowledge sources that agent can access.

* A single source can be linked to multiple agents.
* An agent can use multiple sources simultaneously.
* Changes to a source (re-crawl, update) automatically apply to all linked agents.

<Tip>
  Keep your knowledge sources organized by topic or department. This makes it easier to link the right sources to the right agents.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Build a chatbot powered by your knowledge sources.
  </Card>

  <Card title="Email Agent" icon="envelope" href="/engagement/email-agent/overview">
    Set up AI-powered email responses.
  </Card>

  <Card title="Leads" icon="user-plus" href="/conversion/leads">
    View leads captured by your agents.
  </Card>

  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Run a website health check.
  </Card>
</CardGroup>


# Dashboard Overview
Source: https://botricai.mintlify.app/getting-started/dashboard

Understand the metrics, cards, and quick actions available on your Botric dashboard.

The dashboard is your command center in Botric. It gives you a high-level view of your website's health, AI search visibility, engagement metrics, and a guided checklist to help you get the most out of the platform.

## Dashboard Cards

Your dashboard is organized into cards, each highlighting a key metric or insight.

### Leads Trend

Displays the number of leads captured over time. The chart shows daily or weekly lead volume so you can spot trends and measure the impact of your AI agents.

* Click the card to go to the full [Leads](/conversion/leads) view.

### AI Health

Shows the overall health and performance of your AI agents. This includes response quality indicators, conversation volume, and agent activity status.

* Quickly see which agents are active and how they're performing.

### Site Health

Displays your latest [Site Audit](/discovery/site-audit) score with a letter grade (A through F). The score reflects your website's technical health, content quality, and performance.

| Grade | Score Range | Color  |
| ----- | ----------- | ------ |
| A     | 90–100      | Blue   |
| B     | 80–89       | Green  |
| C     | 70–79       | Orange |
| D–F   | Below 70    | Red    |

* Click the card to view the full audit report.

### GEO Visibility

Shows your Generative Engine Optimization score — how visible your website is across AI-powered search engines like ChatGPT, Perplexity, and Gemini.

* Click to explore the full [GEO Agent](/discovery/geo-agent/overview) dashboard.

### SEO Overview

Provides a snapshot of your traditional search engine optimization metrics.

<Note>
  The full SEO Agent is coming soon. Currently the dashboard shows a preview of available metrics.
</Note>

## Get Started Checklist

The dashboard includes a **Get Started** checklist that guides you through key setup steps. Each item links to the relevant feature:

* Complete onboarding
* Run your first site audit
* Create a Chat Agent
* Add a knowledge source
* Deploy your chatbot
* Connect an email mailbox

As you complete each step, it's marked as done on the checklist.

<Tip>
  Complete all checklist items to get the most value from Botric. Each step unlocks additional features and insights.
</Tip>

## Workspace Switcher

If you manage multiple websites, use the workspace switcher in the sidebar to switch between workspaces. Each workspace has its own dashboard, agents, and settings.

## Next Steps

<CardGroup>
  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Dive into your website health report.
  </Card>

  <Card title="GEO Agent" icon="earth-americas" href="/discovery/geo-agent/overview">
    Explore your AI search visibility.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Set up an AI chatbot for your site.
  </Card>

  <Card title="Leads" icon="user-plus" href="/conversion/leads">
    View and manage captured leads.
  </Card>
</CardGroup>


# Onboarding Wizard
Source: https://botricai.mintlify.app/getting-started/onboarding

Walk through the 5-step onboarding wizard to configure your workspace and launch your first audit.

When you create a new workspace, Botric guides you through a five-step onboarding wizard. Each step helps configure your workspace so the platform can accurately audit your site, power your AI agents, and match your brand identity.

## Step 1: Website URL

Enter the URL of the website you want to audit and monitor. Botric uses this as the starting point for crawling your site, analyzing its health, and building knowledge for your AI agents.

* Enter the full URL including `https://` (e.g., `https://example.com`).
* Botric validates the URL and begins initial discovery in the background.

## Step 2: Brand Details

Provide your brand information so Botric can tailor its AI agents to match your identity.

* **Brand Name** — Your company or product name as it should appear in AI conversations.
* **Brand Description** — A short description of what your business does. This helps the AI understand your context and respond accurately.
* **Brand Logo** — Upload your logo for use in the chat widget and reports.

<Tip>
  Write a clear, specific brand description. The more context you provide, the better your AI agents perform in conversations.
</Tip>

## Step 3: Define Prompts

Configure the core prompts that shape how your AI agents behave. These prompts set the tone, scope, and personality of your chatbot and email responses.

* **System Prompt** — Define the role and behavior of your AI (e.g., "You are a helpful customer support agent for Acme Corp").
* **Welcome Message** — The first message visitors see when the chat widget opens.
* **Fallback Response** — What the AI says when it cannot answer a question.

## Step 4: Select Links

Choose which pages from your website should be included in the AI agent's knowledge base. Botric presents a list of discovered pages from your site.

* **Select All** to include your entire site, or pick specific pages.
* Selected pages are crawled and indexed as a [Knowledge Source](/engagement/knowledge-source) for your agents.
* You can add, remove, or update knowledge sources later.

## Step 5: Complete

Review your configuration and finalize the setup. When you click **Complete**:

* Botric triggers a full [Site Audit](/discovery/site-audit) of your website.
* Your selected pages are crawled and added as a knowledge source.
* You are redirected to the [Dashboard](/getting-started/dashboard) where you can track progress.

<Note>
  The initial site audit and knowledge source crawl may take a few minutes depending on the size of your website. You can continue exploring the platform while they run.
</Note>

## What's Next?

After completing onboarding, here's what you should do:

<CardGroup>
  <Card title="View Your Dashboard" icon="gauge" href="/getting-started/dashboard">
    Check your site health score and audit results.
  </Card>

  <Card title="Create a Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Build an AI chatbot for your website.
  </Card>

  <Card title="Run a GEO Analysis" icon="earth-americas" href="/discovery/geo-agent/overview">
    Discover how visible your site is in AI search.
  </Card>

  <Card title="Add Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Expand what your AI agents know.
  </Card>
</CardGroup>


# Quickstart
Source: https://botricai.mintlify.app/getting-started/quickstart

Create your Botric account, set up your first workspace, and start exploring the platform.

This guide walks you through signing up for Botric, creating your workspace, and completing initial setup so you can start using the platform right away.

## Create Your Account

<Steps>
  <Step title="Go to the sign-up page">
    Navigate to [app.botric.ai](https://app.botric.ai) in your browser. Click **Sign Up** to get started.
  </Step>

  <Step title="Choose a sign-up method">
    <Tabs>
      <Tab title="Email">
        Enter your email address and click **Continue**. Botric sends a one-time verification code to your inbox. Enter the code to verify your email and complete registration.
      </Tab>

      <Tab title="Google">
        Click **Continue with Google** and authorize Botric with your Google account. Your account is created automatically using your Google profile information.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Set up your profile">
    After verification, you are prompted to enter your name and organization details. Fill in the required fields and continue.
  </Step>
</Steps>

## Create Your Workspace

Once your account is ready, Botric prompts you to create your first workspace. A workspace represents a single website or project you want to manage.

1. Enter your **website URL** — this is the site Botric will audit and monitor.
2. Give your workspace a name (defaults to your domain).
3. Click **Create** to proceed to the onboarding wizard.

<Tip>
  You can create multiple workspaces later from the workspace switcher in the sidebar.
</Tip>

## Complete Onboarding

The onboarding wizard walks you through five steps to configure your workspace. See the full [Onboarding Guide](/getting-started/onboarding) for detailed instructions on each step.

## Explore the Dashboard

After completing onboarding, you land on your [Dashboard](/getting-started/dashboard). From here you can:

* View your **Site Health** score and audit results
* Check your **AI Search Visibility** (GEO) metrics
* Track **Leads** captured by your agents
* Follow the **Get Started** checklist to complete your setup

## Next Steps

<CardGroup>
  <Card title="Onboarding Wizard" icon="wand-magic-sparkles" href="/getting-started/onboarding">
    Learn what each onboarding step does.
  </Card>

  <Card title="Dashboard Overview" icon="gauge" href="/getting-started/dashboard">
    Understand your dashboard metrics.
  </Card>

  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Dive into your website health report.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Create your first AI chatbot.
  </Card>
</CardGroup>


# Welcome to Botric
Source: https://botricai.mintlify.app/introduction

AI-powered customer engagement and website intelligence platform.

Botric helps businesses understand their online presence, engage visitors with intelligent AI agents, and convert interactions into measurable results — all from a single platform.

## What is Botric?

Botric is an AI-powered platform built around three core pillars:

<CardGroup>
  <Card title="Discovery" icon="magnifying-glass-chart" href="/discovery/site-audit">
    Audit your website's health, analyze your visibility across AI search engines, and uncover opportunities to outperform competitors.
  </Card>

  <Card title="Engagement" icon="comments" href="/engagement/chat-agent/overview">
    Deploy AI-powered chat and email agents that interact with your visitors and customers using your own knowledge base.
  </Card>

  <Card title="Conversion" icon="chart-line-up" href="/conversion/leads">
    Capture leads, manage support tickets, log calls, and track every interaction to turn engagement into revenue.
  </Card>
</CardGroup>

## Get Started

<Steps>
  <Step title="Create your account">
    Sign up at [app.botric.ai](https://app.botric.ai) using your email or Google account.
  </Step>

  <Step title="Complete onboarding">
    Walk through the 5-step onboarding wizard to set up your workspace, connect your website, and configure your brand.
  </Step>

  <Step title="Explore your dashboard">
    View your site health, AI search visibility, and engagement metrics at a glance.
  </Step>

  <Step title="Deploy an AI agent">
    Create a Chat Agent or Email Agent powered by your knowledge sources and start engaging customers.
  </Step>
</Steps>

## Explore the Docs

<CardGroup>
  <Card title="Quickstart" icon="rocket" href="/getting-started/quickstart">
    Get up and running in minutes.
  </Card>

  <Card title="Site Audit" icon="stethoscope" href="/discovery/site-audit">
    Run a health check on your website.
  </Card>

  <Card title="Chat Agent" icon="robot" href="/engagement/chat-agent/overview">
    Build and deploy an AI chatbot.
  </Card>

  <Card title="Knowledge Sources" icon="database" href="/engagement/knowledge-source">
    Power your agents with your own data.
  </Card>
</CardGroup>


# Integrations
Source: https://botricai.mintlify.app/settings/integrations

Connect Botric with your favorite tools and services to streamline your workflow.

The Integrations hub lets you connect Botric with external tools and services. Integrations extend Botric's capabilities by syncing data, enabling new workflows, and connecting your existing tech stack.

## Available Integrations

### Gmail

**Status: Active**

Connect your Gmail account to power the [Email Agent](/engagement/email-agent/overview). Once connected, the Email Agent monitors your inbox and generates AI-powered draft responses.

* **Setup:** [Connect Mailbox Guide](/engagement/email-agent/connect-mailbox)
* **Authentication:** Google OAuth
* **Capabilities:** Read incoming emails, generate drafts, send responses

### Zoho CRM

<Snippet />

Sync your leads and customer data between Botric and Zoho CRM. When a lead is captured in Botric, it will automatically be created in your Zoho CRM.

* **Planned capabilities:** Lead sync, contact management, deal tracking

### HubSpot

<Snippet />

Connect with HubSpot to sync leads, contacts, and engagement data. Keep your marketing and sales tools in sync with Botric's AI-powered interactions.

* **Planned capabilities:** Lead sync, contact management, activity logging

### WhatsApp

<Snippet />

Extend your AI agents to WhatsApp, allowing customers to interact with your Chat Agent through WhatsApp messaging.

* **Planned capabilities:** WhatsApp Business API integration, AI-powered responses

### Google Calendar

<Snippet />

Let your Chat Agent schedule meetings and appointments directly in Google Calendar during conversations.

* **Planned capabilities:** Meeting scheduling, availability checking, calendar sync

## Managing Integrations

### Connecting an Integration

1. Go to **Settings > Integrations** in the sidebar.
2. Find the integration you want to connect.
3. Click **Connect** and follow the authentication flow (typically OAuth).
4. Once connected, configure any integration-specific settings.

### Disconnecting an Integration

1. Go to **Settings > Integrations**.
2. Find the connected integration.
3. Click **Disconnect** and confirm.

<Warning>
  Disconnecting an integration stops all data syncing between Botric and the external service. Any pending sync operations will not be completed.
</Warning>

## Next Steps

<CardGroup>
  <Card title="Email Agent" icon="envelope" href="/engagement/email-agent/overview">
    Set up AI-powered email responses with Gmail.
  </Card>

  <Card title="Manage Admins" icon="users-gear" href="/settings/manage-admins">
    Control who has access to your workspace.
  </Card>

  <Card title="Plans & Billing" icon="credit-card" href="/settings/plans-and-billing">
    View your subscription and billing.
  </Card>

  <Card title="Profile" icon="user" href="/settings/profile">
    Update your profile and organization settings.
  </Card>
</CardGroup>


# Manage Admins
Source: https://botricai.mintlify.app/settings/manage-admins

Invite team members, manage admin users, and control access to your Botric workspace.

The Manage Admins page lets you invite team members to your workspace, manage existing admin users, and control who has access to your Botric account.

## Inviting Admins

<Steps>
  <Step title="Navigate to Manage Admins">
    Go to **Settings > Manage Admins** in the sidebar.
  </Step>

  <Step title="Click Invite Admin">
    Click the **Invite Admin** button at the top of the page.
  </Step>

  <Step title="Enter email address">
    Enter the email address of the person you want to invite. They will receive an email invitation with a link to join your workspace.
  </Step>

  <Step title="Send invitation">
    Click **Send Invite**. The invited user appears in the admin list with a **Pending** status until they accept.
  </Step>
</Steps>

<Note>
  Invited users must create a Botric account (or sign in with an existing one) to accept the invitation.
</Note>

## Admin List

The admin list shows all users with access to your workspace:

| Column     | Description                             |
| ---------- | --------------------------------------- |
| **Name**   | The admin's display name                |
| **Email**  | Their email address                     |
| **Role**   | Their permission level                  |
| **Status** | Active or Pending (awaiting acceptance) |
| **Joined** | When they joined the workspace          |

## Removing Admins

To remove an admin from your workspace:

1. Find the admin in the list.
2. Click the **Remove** button next to their name.
3. Confirm the removal.

<Warning>
  Removing an admin revokes their access to the workspace immediately. They will no longer be able to view or manage any resources in this workspace.
</Warning>

## Permissions Overview

Admin users have full access to the workspace including:

* Viewing and managing all agents (Chat and Email)
* Accessing leads, calls, tickets, and logs
* Modifying knowledge sources
* Updating workspace settings
* Inviting and removing other admins
* Viewing billing and plan information

<Note>
  All admins currently share the same permission level. Granular role-based access controls may be available in a future update.
</Note>

## Next Steps

<CardGroup>
  <Card title="Profile & Organization" icon="user" href="/settings/profile">
    Update your personal and organization settings.
  </Card>

  <Card title="Integrations" icon="puzzle-piece" href="/settings/integrations">
    Connect external tools and services.
  </Card>
</CardGroup>


# Plans & Billing
Source: https://botricai.mintlify.app/settings/plans-and-billing

Manage your Botric subscription, view plan details, and access invoices.

The Plans & Billing page lets you view your current plan, manage your subscription, and access billing history.

<Snippet />

## What to Expect

### Plans

View and compare available Botric plans. Each plan includes different limits for:

* Number of workspaces
* AI agent conversations per month
* Knowledge source storage
* Number of admin users
* Access to advanced features (GEO Agent, Email Agent, etc.)

### Subscription Management

Manage your active subscription:

* Upgrade or downgrade your plan
* Update payment method
* View your current billing cycle
* Cancel or pause your subscription

### Invoices

Access your billing history and download invoices:

* View past invoices with dates and amounts
* Download invoices as PDF for your records
* Track payment status

## Current Access

While the billing system is being finalized, you can continue using Botric with your current plan. Contact [support@botric.ai](mailto:support@botric.ai) for any billing questions or plan changes.

## Next Steps

<CardGroup>
  <Card title="Profile" icon="user" href="/settings/profile">
    Update your personal and organization settings.
  </Card>

  <Card title="Manage Admins" icon="users-gear" href="/settings/manage-admins">
    Add or remove team members.
  </Card>

  <Card title="Integrations" icon="puzzle-piece" href="/settings/integrations">
    Connect external tools.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/getting-started/dashboard">
    Return to your dashboard.
  </Card>
</CardGroup>


# Profile & Organization
Source: https://botricai.mintlify.app/settings/profile

Manage your personal profile, organization settings, and workspace preferences.

The Profile & Organization settings let you manage your personal account details, configure your organization, and switch between workspaces.

## Personal Profile

Update your personal information from the profile settings page:

* **Name** — Your display name shown across the platform.
* **Email** — The email address associated with your account. This is used for login and notifications.
* **Avatar** — Upload a profile picture or use your default initials.

To update your profile:

1. Click your **avatar** or **name** in the bottom-left corner of the sidebar.
2. Select **Profile Settings**.
3. Make your changes and click **Save**.

## Organization Settings

Organization settings apply to your entire team and affect all workspaces under your account.

* **Organization Name** — The name of your company or team.
* **Organization Logo** — Your logo, displayed in reports and shared assets.
* **Default Settings** — Configure defaults that apply to new workspaces.

To access organization settings:

1. Go to **Settings** in the sidebar.
2. Click **Profile** or **Organization**.
3. Update your organization details and click **Save**.

## Workspace Switching

If you manage multiple websites or projects, each one has its own workspace. To switch between workspaces:

1. Click the **workspace name** in the sidebar.
2. Select the workspace you want to switch to from the dropdown.
3. The dashboard and all settings update to reflect the selected workspace.

<Tip>
  Each workspace maintains its own agents, knowledge sources, leads, and settings. Switching workspaces changes the context for the entire platform.
</Tip>

## Next Steps

<CardGroup>
  <Card title="Manage Admins" icon="users-gear" href="/settings/manage-admins">
    Add or remove team members.
  </Card>

  <Card title="Integrations" icon="puzzle-piece" href="/settings/integrations">
    Connect external tools and services.
  </Card>

  <Card title="Plans & Billing" icon="credit-card" href="/settings/plans-and-billing">
    Manage your subscription.
  </Card>

  <Card title="Dashboard" icon="gauge" href="/getting-started/dashboard">
    Return to your dashboard.
  </Card>
</CardGroup>