# WebDialogAI — Complete Reference

> AI-powered customer support chat widget for websites. Deploy in 5 minutes with zero coding.

## Overview

WebDialogAI is a SaaS platform that provides an embeddable AI chat widget for websites. Businesses add a single script tag to their site, and the AI widget answers visitor questions instantly using the business's own content. When the AI cannot help, conversations are seamlessly escalated to human support agents with full context.

## How It Works

1. **Sign up** — Create an account with email, Google, GitHub, or Microsoft OAuth
2. **Add your website** — Enter your URL; WebDialogAI crawls and indexes your content automatically
3. **Embed the widget** — Paste one script tag before the closing </body> tag
4. **Go live** — The AI chat widget starts answering visitors immediately

## Core Features

### AI Responses
The AI uses retrieval-augmented generation (RAG) to answer questions from your knowledge base. It searches through your crawled website content, uploaded documents, and FAQ pairs to provide accurate, contextual answers.

### Smart Handover
The AI continuously evaluates conversation confidence and visitor sentiment. When it detects it cannot help adequately, it automatically routes the conversation to an available human agent with full context preserved.

### Knowledge Base
- Auto-crawl your website pages
- Upload PDF documents
- Add custom Q&A pairs
- Vector search with embeddings for semantic matching
- Similarity threshold configuration

### Product Cards
Surface product recommendations inline within chat conversations. Integrates with your product catalog or external APIs to show rich product cards with images, pricing, and links.

### Order Tracking
Visitors can check their order status directly in the chat widget. Integrates with your order management system via API.

### Queue Management
Redis-backed queue with live position tracking. When all agents are busy, visitors see their queue position and estimated wait time. Automatic failover reassigns conversations if an agent disconnects.

### Pre-Chat Forms
Collect visitor name, email, and phone before starting a conversation. Configurable per widget with custom fields.

### Widget Customization
- Custom primary color and text colors
- Brand logo and avatar
- Position (bottom-right, bottom-left)
- Welcome message and suggested questions
- Business hours display
- Powered-by branding toggle

### Business Hours
Set operating hours per day of the week with timezone support. Outside business hours, visitors see an offline message or the AI handles conversations independently.

### Agent Console
Web-based agent dashboard with:
- Real-time conversation list with status indicators
- Live typing indicators
- Canned response shortcuts
- Conversation assignment and transfer
- Customer context sidebar
- CSAT rating display

### Analytics
- Total conversations, agent connections, resolution time
- CSAT average and feedback
- Status breakdown (AI-handled, agent-assigned, resolved)
- Daily trend charts
- Knowledge gap detection (questions the AI couldn't answer)

### Topic Guard
Block off-topic questions to keep conversations focused. Uses similarity matching or LLM-based classification to detect irrelevant queries.

### Notifications
Email and push notification alerts for new conversations. Configurable quiet hours per agent.

### GDPR Compliance
Built-in data export and deletion capabilities. Privacy-first design with conversation data encryption.

## Technical Architecture

- **Backend:** Spring Boot 3.4 + Spring MVC (Java 21)
- **AI:** Spring AI with Claude Sonnet 4.6 (primary) + GPT-4o Mini (background tasks)
- **Database:** PostgreSQL 16 + pgvector for vector search
- **Cache:** Redis 7 for cache, presence tracking, pub/sub
- **Auth:** JWT + OAuth2 (Google, GitHub, Microsoft)
- **Widget:** Preact-based, iframe-isolated, lightweight
- **Dashboard:** React 19 + Vite + Zustand + Tailwind CSS
- **Streaming:** Server-Sent Events (SSE) for real-time AI responses
- **WebSocket:** Real-time agent-visitor messaging

## Conversation State Machine

```
OPEN → AI_HANDLING ↔ PENDING_AGENT → AGENT_ASSIGNED
         ↑                                │
         │     hand-back / end             │
         └─────────────────────────────────┘
RESOLVED/CLOSED → auto-reopen as AI_HANDLING when visitor messages
```

## Pricing Plans

| Plan | Price | Description |
|------|-------|-------------|
| Free Trial | $0 for 14 days | All features included, no credit card required |
| Starter | $19/month | For small businesses getting started with AI support |
| Professional | $49/month | For growing teams with more power and customization |
| Business | $99/month | For larger organizations with advanced needs |

All plans include AI responses, knowledge base, widget customization, and analytics. Higher tiers unlock more conversations, agents, and integrations.

## Integration Methods

### Script Tag (Recommended)
```html
<script
  src="https://cdn.webdialogai.com/widget.js"
  data-tenant-id="YOUR_TENANT_ID"
  async>
</script>
```

### npm Package
```bash
npm install @webdialogai/widget
```

### React Component
```bash
npm install @webdialogai/react
```

## Platform Guides
- WordPress: Dashboard → Appearance → Theme File Editor → Add script to header.php
- React/Next.js: Use the React component package
- Any HTML site: Paste the script tag before </body>

## Company Information

- **Brand:** WebDialogAI
- **Website:** https://webdialogai.com
- **Documentation:** https://docs.webdialogai.com
- **CDN:** https://cdn.webdialogai.com
- **API:** https://api.webdialogai.com
- **Contact:** https://webdialogai.com/contact
- **YouTube:** https://www.youtube.com/@WebDialogAI
- **Twitter/X:** https://x.com/webdialogai
- **Instagram:** https://www.instagram.com/webdialogai/

## Use Cases

### E-commerce
Automate product inquiries, order tracking, return policies, and shipping questions. Surface product recommendations based on visitor intent.

### SaaS
Handle onboarding questions, feature explanations, billing inquiries, and technical support. AI answers common questions so your team can focus on complex issues.

### Healthcare
Answer appointment scheduling, insurance, and general health service questions with topic guard to stay within scope.

### Professional Services
Qualify leads, answer service questions, share pricing information, and schedule consultations automatically.

## Frequently Asked Questions

**How does the AI learn about my business?**
WebDialogAI automatically crawls your website and any documents you upload to build a knowledge base. You can also add custom Q&A pairs.

**Do I need coding experience?**
No. Embedding the widget is a single script tag. The dashboard is fully visual with no code required.

**What happens when the AI can't answer?**
The AI evaluates confidence and sentiment. When it detects a question it can't handle, it hands off to a human agent with full conversation context.

**Can I customize the widget?**
Yes. Change colors, position, welcome messages, avatar, and behavior from your dashboard.

**Is there a free plan?**
Yes — the free trial includes full access to all features for 14 days. No credit card required.

**How is my data handled?**
All data is encrypted in transit (TLS) and at rest. We do not use your conversation data to train AI models.

**What languages does the AI support?**
The AI can respond in any language your visitors write in, with best results in English, Spanish, French, German, and other major languages.

**Can I use it on multiple websites?**
Yes. Each website gets its own tenant with separate knowledge base, widget configuration, and agent team.

**What is the uptime guarantee?**
WebDialogAI is built on reliable cloud infrastructure with automated failover for high availability.

**How do I cancel?**
Cancel anytime from your dashboard — no contracts, no cancellation fees.