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Usage
This tab displays the usage details of all chatbots in the selected team. You can also filter usage data for a specific team.
By default, it shows the usage for all bots under your team for the current month.
Configuration
Chatbots
You can view usage for all your bots, a specific bot, or deleted bots to check the credits used by removed bots.
To switch between chatbots:
Time Interval
You can configure the time interval to view usage for a specific period, such as last week. The selected time interval is highlighted in blue, as shown below.
To adjust the time interval:
Usage Summary
This section shows a summary for credits used and the number of chatbots used within the time interval you specified.
Credits Used
The section displays the number of message credits used. You can hover over the tooltip to see a detailed breakdown of the credits consumed.
Chatbots Used
This section shows the number of chatbots in use compared to the total allowed. For example, this team has 4 chatbots out of a maximum of 60.
Usage History
The usage history displays the number of message credits used per day for the selected time interval. Hover over a specific histogram to see the exact credits used on that day.
Credits used per chatbot
This section compares credit usage across chatbots for the selected time interval.
Hover over any color in the pie chart to see the exact number of credits used by the chatbot assigned to that color.
Team Settings
This page provides all the details for the specified team, including member information, plan and billing details, Chatbase API keys, and API keys for the external LLM.
General
This tab provides general information about the bot, including the Team Name and Team URL. The Team Name is displayed on the dashboard and in the chatbot path, while the Team URL appears in the address bar when accessing the team or its bots.
To modify the name or URL, simply edit the text in the field and click “Save.”
You can also delete the entire team and all its chatbots by clicking the “Delete” button at the bottom of the page.
Members
This tab displays all the information about your team members, as well as those you’ve invited but haven’t responded yet.
Number of members
This shows the number of team members and invited members. In this example, the user has 3 members and invitations, with a maximum limit of 5.
Modify team member
To modify a team member’s role or remove them, click the three dots next to their name.
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Owners: Can change billing information, modify plans, rename or delete the team, and manage all chatbots within the team.
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Members: Can update training data, view analytics, and delete chatbots. They cannot alter team settings.
To remove a member from the team.
Modify Invitations
You can resend the invitation if it expired after 24 hours or if the invitee didn’t see it in their inbox. You can also revoke the invitation to cancel it and prevent the invitee from joining the team.
Invite Members
You can use this button to send new invitations to your team from the dashboard. To invite multiple members at once, click “Add Member.”
Note: If the button is unclickable, it means you’ve reached the maximum number of members or invitations. Clear some space to be able to invite new members.
Plans
This tab shows you information about all the currently available plans, and allows you to make changes to your plan, or add new add-ons.
Available Plans
This section displays all available plans for subscription. You can switch between monthly and yearly billing by toggling the option. It’s important to note that subscribing annually lets you pay for 10 months instead of 12.
If you choose to downgrade to a smaller plan, such as from Unlimited to Hobby, the downgrade will take effect immediately. You’ll receive a prorated credit based on the remaining time on your current plan, which will be applied to your new plan and any future invoices until the credit is used up.
Clicking “Cancel Plan” under your active plan disables auto-renewal. Your current plan will remain active until the next renewal date, after which you’ll be downgraded to the free plan to avoid further charges.
Note: Legacy plan users may not see the “Cancel Plan” button, as their active plan won’t be listed. To downgrade to the free plan, please contact support@chatbase.co.
Add Ons
This section is responsible for adding extra stuff on top of your current plan. Some add-ons are one buy for the whole team like custom domains or remove powered by chatbase. So by clicking enable you will see a prompt similar to this one:
If you are choosing an add-on that can have quantities like extra chatbots, or extra message credits, you will see a prompt similar to this:
Billing
This page provides all the information related to billing, including your current plan, usage, billing details, and history
Subscription Details
This section displays details about your current plan, including all the features and limits. It also includes a subsection for your active add-ons and their costs.
You can click “Manage Subscriptions” to be taken to the pricing tab, where you can make any necessary changes.
Usage
This section provides details on your message credit usage and limits.
Note: The “Next Renewal” date refers to when you’ll receive a new set of message credits, not your next payment date.
Billing Details
This section displays the information that will appear on your invoice. You can edit it as needed and click “Save” to update the details.
Billing Email
This section shows the email address that will receive automated copies of all invoices for this team.
Tax ID
In this section, you can add a tax ID to be displayed on the invoice if needed.
Billing Method
In this section, you can add payment methods and set one as your default. You can also delete payment methods, provided they are not set as the default.
Billing History
In this section, you can view all your past invoices along with their statuses. Click on an invoice to view it, and you’ll also have the option to download it.
API Keys
On this page, you’ll find your Chatbase API keys, which allow you to interact with your bot using API calls.
Note: This page is not available on all plans. If your plan doesn’t include API access, you won’t be able to view this page.
OpenAI Key
You can add an external OpenAI API Key here. It will be used when your monthly message credits run out.
Chatbot Settings
This page shows all the settings for the selected Chatbot, where you can configure its behavior, name, knowledge base, and everything else.
Leads
This page is responsible for collecting Lead information from your users. This form appears after the first response generated by the bot.
You can configure a combination of the three fields (Name, Email, Phone number). You can also configure the message that shows on top of the Lead form from this page, along with the label for each of the collected fields.
This form is optional so your user can choose to not fill it and will continue receiving responses from the bot. You can also configure more advanced behavior for the lead form using the Actions tab.
This is how the lead form appears in the chat :
Notifications
From this page, you can configure the notifications you get from the bot. You can either opt for getting one email per day that contains all the leads submitted for that day. You can also opt for another email that sends you a daily email with the conversations done on that day.
You can add multiple email addresses to receive these emails if needed
Webhooks
On this page, you can configure a webhook to trigger based on a selected action.
Currently, the available action is “lead submitted.” When a new lead is submitted through your bot’s lead form, our system automatically triggers the webhook.
The webhook sends a POST request to your chosen API, including the conversation ID and lead form data (name, email, and phone number).
You can use this to automate workflows with third-party tools by capturing the webhook and using it to send messages or perform other actions.
Custom Domain
On this page, you can configure your chatbot to integrate with your own domain. This allows you to hide the Chatbase branding, making it appear as if the chatbot is built entirely by your team rather than using a third-party tool.
To set this up, enter the desired URL for your bot, and then configure a DNS record with your provider. Common DNS providers include Cloudflare, OpenDNS, and Quad9.
You will need to add a CNAME record with the specific values provided on the custom domain page in your dashboard. Please note that it may take up to 6 hours for the records to fully propagate and update.
Connect
This section in the chatbot shows how you can integrate the bot with your website, or even add it as an integration to Messenger or WhatsApp or many more!
Embed
We have two main ways of embedding the chatbot to your website, the iframe or the widget.
The iframe adds a static component to your website which has the chat interface. This iframe cant be minimized or closed.
The widget adds a bubble icon to the bottom right corner of your website. When you press this button a chat window will appear and you can use it to send messages to your bot and you can press the same button again to minimize the chat window once again.
Share
This tab allows you to find a url for the iframe of the bot, showing a full screen of the chatbot in case you would like to send it for your colleagues to test or even use the bot!
Note: This link is generated using the Custom domains if it was configured. If not, it will be the base url for the iframe.