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Getting started

1 guide

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Getting started with MBio AI Chat

Create your workspace, train the AI, configure your website and publish your assistant in a few minutes.

Setup

2 guides

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Sites & chatbot workspaces

Manage the websites where your assistant is installed and keep data, origins and behavior isolated per site.

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Install & customize the chat widget

Embed the floating assistant on PHP, HTML, WordPress or most website builders using one script tag.

AI & RAG

1 guide

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Knowledge base & RAG

Ground AI answers in approved business information using chunking, embeddings and hybrid semantic retrieval.

AI & conversion

2 guides

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Growth suite & conversion settings

Configure the business goal, lead qualification, booking behavior, experiments and conversion workflows.

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Products, recommendations & offers

Give the assistant structured products and targeted offers it can surface to relevant visitors.

Sales & support

3 guides

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Team Inbox & human takeover

Let human agents join important conversations, assign ownership and continue the discussion across supported channels.

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Conversations & AI summaries

Review transcripts, intent, lead score, visitor context and AI-generated conversation intelligence.

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Leads & quote requests

Capture contact information with consent, qualify opportunities and manage high-intent quote requests.

Analytics

1 guide

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Analytics, attribution & funnels

Measure conversations, leads, conversion, intent and custom funnel performance across your websites.

Automation

4 guides

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Integrations, webhooks & automation

Connect MBio AI Chat to n8n, Zapier, CRMs, Slack, Sheets, calendars, commerce platforms and custom APIs.

WA

WhatsApp: Twilio & Meta Cloud API

Continue visitor conversations on WhatsApp using either Twilio or Meta Cloud API providers.

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Booking & meeting workflows

Offer available meeting times inside chat and turn qualified conversations into scheduled calls.

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AI Actions & tool execution

Allow the AI to request approved business actions such as creating leads, handoffs, bookings, emails, WhatsApp messages or webhooks.

Workspace

4 guides

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Agency & reseller mode

Manage multiple client workspaces with isolated tenants, branding and site configurations.

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Team members & collaboration

Organize staff who work in the inbox, review leads and manage the AI workspace.

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Assistant settings

Control model behavior, multilingual responses, business rules, channels and site-level AI configuration.

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Branding & white label

Match the assistant to your website with a custom name, visual identity and customer-facing copy.

Account

2 guides

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Plans, usage & add-ons

Understand message limits, sites, knowledge limits, extra credits and subscription management.

✓

Security, privacy & audit log

Deploy MBio safely with tenant isolation, signed webhooks, secure sessions and a public-only web root.