Get started

Welcome

ConvTag is a sales-AI chat widget you embed on any website. A visitor opens your site, the widget loads, and an agent grounded in your own knowledge base answers their questions, captures leads, and hands off to a human when needed. This is the user guide — it covers how to build agents, train them on your data, embed the widget, and run your workspace day to day.

New here?

Jump to the 5-minute Quickstart, or skim Core concepts to get the mental model first.

What you can do

Build an agent

Persona, tone, language, system prompt, confidence threshold — all configurable per agent.

Train it on your data

Crawl URLs and sitemaps, paste text, sync from Notion or Google Docs. Auto-index pages visitors land on.

Embed in one line

A single <script> tag drops the widget on any page. ≤50KB gzipped, isolated in a Shadow DOM.

Take over conversations

Real-time inbox lets a human jump in mid-thread. Visitor sees the handoff seamlessly.

Watch the metrics

Conversations, low-confidence gaps, lead conversion, deflection rate — all in one dashboard.

Plans & quotas

Stripe-backed subscriptions, monthly conversation quotas, branding removal on paid plans.

How it fits together

The product has two surfaces you'll touch as a workspace owner:

Workspace app — the React/Inertia SPA you use to build agents, manage knowledge, run the inbox, and handle billing. Lives at /app (or your installer's chosen path).
Visitor widget — the small script you embed on your own site. Streams answers from the same backend over a signed JWT.

Looking for the install / env / deployment / architecture material? That lives in the repo README.md — this guide is intentionally scoped to using the product day to day.

Reading order

The sidebar is grouped roughly in the order you'll need things — start from the top, skip what doesn't apply. If you just signed up, the Quickstart is the fastest path to a working agent.