Getting started
1 guide
Setup
3 guides
Sites & chatbot workspaces
Manage the websites where your assistant is installed and keep data, origins and behavior isolated per site.
Install & customize the chat widget
Embed the floating assistant on PHP, HTML, WordPress or most website builders using one script tag.
Per-website settings & Site Switcher
Treat every website as an independent AI workspace with separate model, RAG, widget, lead and security settings.
AI & RAG
8 guides
Knowledge base & RAG
Ground AI answers in approved business information using chunking, embeddings and hybrid semantic retrieval.
Website crawler & knowledge sync
Queue safe same-host crawls that discover pages, extract readable text, create chunks and build embeddings for the selected website.
RAG Debugger
See exactly which chunks were retrieved for a question and diagnose weak or irrelevant knowledge.
Prompt Playground
Test prompts and model choices against the selected website RAG without changing production conversations.
AI providers & model routing
Connect OpenAI, OpenRouter, DeepSeek or a custom OpenAI-compatible provider and choose providers independently per website.
Automatic knowledge re-sync
Keep website-based RAG sources fresh by scheduling recurring crawl jobs.
Provider health, model discovery & AI cost tracking
Verify model providers, discover model IDs and measure site-level token usage, latency and estimated spend.
Knowledge sync history & change detection
Track scheduled/manual RAG refreshes and avoid re-embedding unchanged single-page sources.
AI & conversion
3 guides
Growth suite & conversion settings
Configure the business goal, lead qualification, booking behavior, experiments and conversion workflows.
Products, recommendations & offers
Give the assistant structured products and targeted offers it can surface to relevant visitors.
Suggested replies & proactive messages
Guide visitors with site-specific quick replies and carefully timed proactive prompts.
Sales & support
5 guides
Team Inbox & human takeover
Let human agents join important conversations, assign ownership and continue the discussion across supported channels.
Conversations & AI summaries
Review transcripts, intent, lead score, visitor context and AI-generated conversation intelligence.
Leads & quote requests
Capture contact information with consent, qualify opportunities and manage high-intent quote requests.
Contacts CRM & customer timeline
Unify repeat visitors, identified users, leads and conversations into one customer profile.
CRM pipeline, notes, tags & duplicate merge
Move contacts through sales stages, assign owners, add private notes and safely merge duplicate customer profiles.
Analytics
2 guides
Automation
6 guides
Integrations, webhooks & automation
Connect MBio AI Chat to n8n, Zapier, CRMs, Slack, Sheets, calendars, commerce platforms and custom APIs.
WhatsApp: Twilio & Meta Cloud API
Continue visitor conversations on WhatsApp using either Twilio or Meta Cloud API providers.
Booking & meeting workflows
Offer available meeting times inside chat and turn qualified conversations into scheduled calls.
AI Actions & tool execution
Allow the AI to request approved business actions such as creating leads, handoffs, bookings, emails, WhatsApp messages or webhooks.
Visitor identity API
Let an authenticated customer website tell the chatbot who the signed-in user is without exposing server secrets.
Per-site API keys
Create revocable scoped API credentials for server-to-server automations without exposing widget keys.
Workspace
7 guides
Agency & reseller mode
Manage multiple client workspaces with isolated tenants, branding and site configurations.
Team members & collaboration
Organize staff who work in the inbox, review leads and manage the AI workspace.
Assistant settings
Control model behavior, multilingual responses, business rules, channels and site-level AI configuration.
Branding & white label
Match the assistant to your website with a custom name, visual identity and customer-facing copy.
Per-website roles & permissions
Give each team member only the access they need for a specific website workspace.
Settings drafts, publishing & version history
Test and review important chatbot configuration changes before publishing them to production.
Draft, publish and rollback AI/RAG/Widget/Lead settings
Version critical chatbot configuration so experiments can be reviewed and reverted safely.
Account
3 guides
Plans, usage & add-ons
Understand message limits, sites, knowledge limits, extra credits and subscription management.
Per-website security & retention
Apply independent public API limits and data-retention rules to each website workspace.
Security, privacy & audit log
Deploy MBio safely with tenant isolation, signed webhooks, secure sessions and a public-only web root.
Feedback & research
5 guides
Feedback & Research overview
Collect polls, surveys, NPS, CSAT, CES and qualitative customer feedback directly from the chatbot.
Survey Builder, NPS, CSAT & CES
Build structured customer surveys with multiple question types, triggers and conditional logic.
Polls
Ask fast single-choice, multi-choice, yes/no, emoji or star questions inside chat.
Feedback Inbox & AI analysis
Review negative AI ratings, survey issues and qualitative customer feedback in a single operational queue.
Feedback Analytics
Measure NPS, CSAT, CES, sentiment, recurring categories and poll results per website.