Iterochat documentation

Everything you need to add Iterochat to your site, configure the AI, handle customer conversations, and integrate escalation webhooks with your own tools.

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Introduction

What Iterochat is and how AI-first support with human escalation works.

Quickstart

Get the IteroChat chat widget live on your site in a few minutes: copy your embed snippet, paste it before the closing body tag, and start answering.

The chat widget

How to embed the IteroChat chat widget on your site, customize its look and position, and what the chat experience looks like for your customers.

Connect WordPress

Add the chat widget to your WordPress site in one click, no code required.

Configure & operate

Knowledge base

Give the AI the facts it answers from: upload documents and links, manage your training sources, and keep everything current as your product changes.

AI configuration

Shape how the AI sounds, what it answers from your knowledge base, which questions it suggests, and when it hands a conversation to your team.

Handling conversations

How agents work the queue, from claiming a conversation to resolving it.

Messenger channel

Connect a Facebook Page so Messenger customer messages land in the same queue as your website chat, with AI answers, media, and delivery status.

WhatsApp channel

Connect a WhatsApp number so customer messages land in the same queue as your website chat, with AI answers, media, and delivery status.

Instagram channel

Connect an Instagram professional account linked to a Facebook Page so direct messages land in the same queue as your website chat, with AI answers, media, and delivery status.

Team & roles

Invite teammates to your organization and control who can do what with owner, admin, and agent roles, from answering chats to managing your knowledge base.

Accounts & organizations

Learn how IteroChat accounts, organizations, and sign-in work, including how one person can belong to several organizations and switch between them.

Your profile photo

How to add or change the photo customers see on your IteroChat replies.

Plans & usage

How plans, AI-reply usage, and billing work, what happens when you run low, and how to upgrade.

FAQ & troubleshooting

Quick answers to common IteroChat setup and usage questions, with links to the full guides for installing the widget, training the AI, and handling chats.

Data & privacy

Delete and restore items, export your data, permanently erase a conversation, and review the activity log.

Outbound webhooks

Receive signed HTTP notifications when conversations escalate or sit unclaimed, and route them into your paging or on-call tools.