FAQ

Frequently Asked Questions.

Answers about the product, setup, channels, pricing and your data.

The basics

AssistLoop is an AI chatbot for customer support. You train it on your own content, like your website and help docs, and add it to your site, messaging apps or email. It answers your customers’ questions, and when a question needs a person, someone on your team can take over the chat.

It answers from the content you give it, not from the open internet, so its answers are based on your own information. Like any AI, it can still get something wrong, so keep your content accurate and use Q&A pairs for answers that must be exact. On paid plans, your team can step into any conversation. See what you can train it on.

You choose the model for each agent, from providers including OpenAI, Anthropic, Google and xAI. Before you pick one, you see how many credits a reply costs, and you can switch models at any time without retraining. Premium models need a paid plan. Compare the models.

Yes. With agent actions, it can call your own API during a chat, for example to look up an order or update a record. It can also send a Calendly booking link, create a support ticket and collect a visitor’s contact details. All of these need a paid plan. See how actions work.

Setup and install

Create an agent, train it on your content, then install it. On WordPress, Framer, Bubble, Vercel or WHMCS, use the official AssistLoop plugin. On any other site, copy the script tag from your dashboard and paste it into your site’s HTML, just before the closing </body> tag. See the install options.

No. You can train the chatbot, change how it looks and install it without writing code. If you want it to call your own API, you fill in your endpoint details in a form, which is easier if you know how your API works.

Yes. Paste the AssistLoop script tag into your Shopify theme, your Webflow site settings or Wix’s custom code. It also works on React and Vue apps and on plain HTML sites. See every platform.

Yes. Use the iFrame embed to place the chat directly inside a page, such as your help center or contact page. See the embed options.

Yes. You can change its colour, avatar, name, greeting, theme and position. On the free plan you can try every setting in the preview; saving custom colours, theme and messages, and removing the “Powered by AssistLoop” badge, need a paid plan. See what you can change.

Training your chatbot

Your website pages, files (PDF, DOCX and TXT), text you paste in, and question-and-answer pairs. You can mix all four in one agent. See how training works.

Yes, it depends on your plan. Each file can be up to 42 MB. Total training storage is 1 MB on Free and 50 MB on paid plans, and you can add 10 website links per agent on Free, 50 on Starter and unlimited on Standard and Professional. Compare plans.

Add, edit or remove sources in your dashboard. When your content changes, the dashboard shows that the agent needs retraining, and you retrain it from there so it answers from the latest version.

A question with the exact answer you want the chatbot to give. Use them for things that must be worded precisely, like prices, policies or opening hours. The chatbot uses your wording instead of rewriting it.

Yes. Free includes 1 agent, Starter 1, Standard 2 and Professional 5. You can add more for $5 a month each. See pricing.

Channels and integrations

Yes, on paid plans. You can connect a WhatsApp Business number, an Instagram business account, a Facebook Page for Messenger and a Telegram bot. Conversations from every channel, including your website chat and email, arrive in one inbox. See all integrations.

Yes, on paid plans. Forward your support inbox (in Gmail, Google Workspace, Microsoft 365, Outlook and others) to your agent’s email address, and the agent answers by email in the same thread. Your team can take over from the same inbox as every other channel. On Standard and Professional, replies can come from your own domain, like [email protected]. See what each plan includes.

Yes. Connect your Calendly account and the chatbot sends visitors the booking link for the right meeting type during the conversation. See the Calendly integration.

Yes. Connect HubSpot and the chatbot can create tickets in your HubSpot account, using your real pipelines, stages and priorities.

Yes. On paid plans you can create API keys with only the permissions you need, and manage your agents, training content and conversations from your own code. See the API.

Your team and live chat

Yes, on paid plans. Anyone on your team can take over a conversation and reply themselves. They see the full chat history, so the customer doesn’t have to repeat anything. See how handoff works.

Yes. Turn the AI off and your team answers every chat from the inbox. Live chat needs a paid plan.

Yes, on paid plans. Create a ticket from a conversation, assign it to a teammate and set its priority. The customer gets updates by email and can follow and reply from a private link, without an account. See how tickets work.

Yes, on paid plans. It can ask visitors for their contact details during the chat. You can search your leads, see the conversation each one came from, and export them to CSV. See lead capture.

Free includes 1, Starter 2, Standard 4 and Professional 6. You can add more for $12 a month each.

Yes. AssistLoop has apps for iOS and Android, so your team can read and reply to conversations from their phones. Get the apps.

Pricing and billing

There’s a free plan, and paid plans cost $39 (Starter), $140 (Standard) or $390 (Professional) a month. If you pay yearly, you pay for 10 months and get 12. Compare plans.

There’s a free plan, and it doesn’t need a credit card. It includes 1 agent, 150 message credits every 30 days and the website chat widget. Paid plans add messaging channels, email, human handoff, actions and more.

AI replies consume credits at a rate determined by the selected model. A credit is not a conversation. Your included allowance refreshes every 30-day usage cycle, even if you pay annually. Unused included credits do not roll over.

AI usage stops when your included allowance and any purchased credits are exhausted. You can buy a one-time credit pack or choose a plan with more capacity. Purchased top-up credits remain available after your included allowance runs out; there are no automatic metered overage charges.

Annual plans are paid upfront and save about 17% (roughly 2 months free): Starter is $384 per year ($32 a month), Standard is $1,392 per year ($116 a month), and Professional is $3,900 per year ($325 a month). Add-on agents and team members are billed monthly; credit packs are one-time purchases.

Manage your subscription from Plans & Billing in your workspace. Switching between plans is prorated on your next invoice; moving between monthly and yearly billing is invoiced right away, with a credit for unused time. Cancellation and payment details are in the billing portal. Review the charges and effective dates before confirming a change, or contact support for help.

The Free plan requires no credit card. Purchases are generally non-refundable once activated. Our refund policy lists exceptions for technical issues, extended service outages, billing errors, and termination by AssistLoop without cause. Contact support within 7 days of the incident to request a review. Read the refund policy.

Data and privacy

Yes. Our Data Processing Addendum explains how we process personal data on your behalf. Read the DPA.

Follow the steps on our data deletion page, or email [email protected] and ask us to delete your account and data. See how to delete your data.

Yes, on every plan. Your app signs a token for the logged-in user and the chat widget passes it on, so you know the conversation really comes from that customer, not from someone typing their email. See verified identity.

Getting help

Email [email protected], or open the chat on our website and ask to talk to someone on our team. Contact us.

Yes. You earn a 35% recurring commission for 12 months on every paying customer you refer. See the affiliate program.

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Free plan, no credit card. Train it on your website and docs, then see how it answers.