Frequently Asked Questions

Most businesses are live in under five minutes. Create your account, add a few pieces of business knowledge, then paste one line of code onto your website. No developers, no lengthy onboarding.

Not at all. If you can copy and paste a single line of code before your site's closing body tag, you're done. We also provide step-by-step guides for popular platforms.

Yes. If you can add a snippet of code to your site it works — WordPress, Shopify, Wix, Webflow, Squarespace, or custom HTML. One line of code, no plugins required.

Absolutely. Change the colors, position, launcher text, greeting, avatar and branding so the widget matches your website perfectly — all from your dashboard, no code needed.

A conversation is a single chat thread with one visitor, no matter how many messages are exchanged within it. A visitor who returns later and starts a fresh chat counts as a new conversation. Your monthly allowance resets at the start of each billing cycle.

Your widget keeps working — existing chats are never cut off. As you approach a limit we notify you, and new AI replies pause gracefully while a human agent can still take over. Upgrade any time to instantly raise your limits.

Yes — there are no long-term contracts. Cancel or change your plan from your dashboard in a couple of clicks, and you keep access until the end of your current billing period.

Every paid plan comes with a 14-day money-back guarantee. If HelpChatly isn't the right fit within the first two weeks, contact us and we'll refund you in full — no questions asked.

Add your knowledge in the dashboard — upload PDFs or documents, paste website URLs, or write FAQs. The AI reads and indexes that content, then answers visitors using only your material, so replies stay accurate and on-brand.

You can train it on uploaded files (PDF, Word, text), your website content, and custom question-and-answer entries. Update your knowledge base any time and the AI re-learns instantly.

The AI is designed to stay honest — if it can't confidently answer from your content, it says so and offers to connect the visitor with a human agent instead of inventing a response.

Yes. Give the assistant a name and a custom system prompt to set its tone, personality and boundaries so it always sounds like your brand.

Yes. Your agents can jump into any conversation at any moment with full chat history and visitor context. The AI hands off automatically when a visitor asks for a person or when it can't confidently help.

It depends on your plan — each tier includes a set number of agent seats, and you can upgrade whenever your team grows. You can see your seat allowance on the pricing page.

Every agent gets the full transcript plus visitor details — location, browser and the pages they viewed — so they can help immediately without asking the visitor to repeat themselves.

Yes. The agent panel is fully responsive, so your team can pick up conversations from a phone, tablet or desktop wherever they are.

Yes. Add the widget snippet to your Shopify theme and it works instantly on your storefront — perfect for answering product questions and capturing leads while you sleep.

Yes. Paste the snippet into your theme or use any header-and-footer code plugin. No dedicated plugin or rebuild is required.

No plugins, ever. The widget is a single lightweight script that loads asynchronously, so it never slows your site down.

Each business workspace comes with its own widget key. If you run multiple brands or sites, contact us about the best plan for managing them.

Yes. All traffic is encrypted in transit, data is strictly isolated per business, and payments are processed securely by Stripe and PayPal — card details never touch our servers. You stay in full control of your content.

Yes. We only process the data needed to run your chat service, keep it isolated per business, and let you export or delete visitor data on request so you can meet your GDPR obligations.

Only you and the agents you invite. Each business can only ever access its own conversations — data is never shared across accounts or sold to third parties.

Absolutely. You can export your conversations and knowledge base, and delete your data at any time from your dashboard. It's your data — you stay in control.