export const article = {
  author: 'Samuel Su',
  date: '2025-04-23',
  title: `Training By Google Documents and SpreadSheets`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['Google-Drive', 'Chatbot-Training', 'Document-Import', 'Automation', 'Knowledge-Base', 'Spreadsheets', 'Integration', 'Cron-Jobs'],
  thumbnail,
  preview:
    `
Train your chatbot with Google Drive documents and spreadsheets. Import content from multiple Google accounts, set up automated retraining, and keep your knowledge base current with our seamless Google Drive integration.

## ⚡ Key Features
- **Seamless Import**: Connect to any Google Drive account you have access to
- **Multi-Account Support**: Import files from different Google Drive accounts
- **Automated Retraining**: Set up cron jobs to keep your chatbot updated

Start enhancing your chatbot with Google Drive integration today!
`,
};


We're excited to announce our new Google Drive integration! Now you can easily train your chatbot using documents and spreadsheets directly from Google Drive.

## Key Features

- **Seamless Import**: Connect to any Google Drive accounts you have access to and select multiple documents and spreadsheets with just a few clicks
- **Multi-Account Support**: Import files from different Google Drive accounts in a single workflow
- **Automated Retraining**: Set up daily, weekly, or monthly cron jobs to keep your chatbot's knowledge base updated with the latest content

## How It Works

1. Click the **Import from Google Drive** button
2. Grant access permission when prompted
3. Select your documents and spreadsheets from the Google Drive Picker
4. Train your chatbot with the imported content

The integration treats Google documents similarly to .docx files and Google spreadsheets like .csv files, maintaining all the familiar training options you're used to.

## Automated Updates

Create a single cron training job that automatically retrains your chatbot with the latest versions of your selected Google Drive files. Even if files are removed from Google Drive, your chatbot will retain previously trained content.

Start enhancing your chatbot with Google Drive integration today!

Training By Google Documents and SpreadSheets

export const article = {
  author: 'Samuel Su',
  date: '2025-04-21',
  title: `n8n Integration Is Now Available`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['n8n integration', 'n8n', 'chat data', 'automation'],
  thumbnail,
  preview: `We're thrilled to announce the release of our official n8n integration nodes for Chat Data! This integration brings powerful automation capabilities to your Chat Data workflows.

## What's Included

The n8n-nodes-chat-data package provides a comprehensive set of nodes to interact with the Chat Data platform:

- Send messages to chatbots
- Retrieve customer leads
- Manage conversation history
- Create and train chatbots
- Update chatbot prompts
- Handle real-time chat events

Visit our [npm package page](https://www.npmjs.com/package/n8n-nodes-chat-data?activeTab=readme) for detailed documentation on installation, authentication setup, and available operations.
`,
};


We're thrilled to announce the release of our official n8n integration nodes for Chat Data! This integration brings powerful automation capabilities to your Chat Data workflows.

## What's Included

The n8n-nodes-chat-data package provides a comprehensive set of nodes to interact with the Chat Data platform:

- Send messages to chatbots
- Retrieve customer leads
- Manage conversation history
- Create and train chatbots
- Update chatbot prompts
- Handle real-time chat events

## Getting Started

You can install the integration using npm:

```shell
npm install n8n-nodes-chat-data
```

For n8n desktop app/local installation:

```shell
n8n-node-dev --install n8n-nodes-chat-data
```

Visit our [npm package page](https://www.npmjs.com/package/n8n-nodes-chat-data?activeTab=readme) for detailed documentation on installation, authentication setup, and available operations.

## Prerequisites

- A paid Chat Data account
- Your Chat Data API key (available in account settings)

Start automating your chat workflows today with our new n8n integration!

n8n Integration Is Now Available

export const article = {
  author: 'Samuel Su',
  date: '2025-04-17',
  title: `GPT-4.1, O3 and O4 Mini Models Now Available on Chat Data`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['GPT-4.1', 'O3', 'O4 Mini', 'AI Models', 'OpenAI'],
  thumbnail,
  preview: `GPT-4.1, O3 and O4 mini models are now live on Chat Data. This latest OpenAI update delivers quicker, more consistent output, enhanced logic capabilities, and improved effectiveness across numerous applications.

Access GPT-4.1 by visiting your Chat Data settings now.`,
};


GPT-4.1, O3 and O4 mini models are now live on Chat Data. This latest OpenAI update delivers quicker, more consistent output, enhanced logic capabilities, and improved effectiveness across numerous applications.

Access GPT-4.1 by visiting your Chat Data settings now.

GPT-4.1, O3 and O4 Mini Models Now Available on Chat Data

export const article = {
  author: 'Samuel Su',
  date: '2025-04-16',
  title: `Internationalization of the Chatbot Interface`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['i18n', 'multilingual', 'chatbot', 'localization', 'language support', 'global chatbot'],
  thumbnail,
  preview:
    `
We're excited to introduce **Internationalization (i18n)** — a new feature that allows your chatbot interface to automatically adapt to your users' browser language.

Previously, even if you could choose your own text or initial message in your own locale, you were bounded by that single text in the single locale only.

With internationalization, you can now customize initial messages, suggested replies, and other chatbot texts in multiple languages, providing a more personalized experience for your global audience.

To enable it, head over to **Settings** > **Chat Interface** > **Enable Internationalization (i18n)**.
`,
};


We're excited to introduce **Internationalization (i18n)** — a new feature that allows your chatbot interface to automatically adapt to your users' browser language.

Previously, even if you could choose your own text or initial message in your own locale, you were bounded by that single text in the single locale only.

With internationalization, you can now customize initial messages, suggested replies, and other chatbot texts in multiple languages, providing a more personalized experience for your global audience.

To enable it, head over to **Settings** > **Chat Interface** > **Enable Internationalization (i18n)**.

Here's a preview of the Chat Data chatbot in Spanish, Chinese, and French!


Our internationalization feature currently supports the following languages. **If you require additional language support, please reach out to our team.** We have the capability to implement virtually any locale based on your needs.
- English (United States) - en-US
- Chinese (Simplified) - zh-CN
- Spanish (Spain) - es-ES
- French (France) - fr-FR
- German (Germany) - de-DE
- Japanese (Japan) - ja-JP
- Portuguese (Brazil) - pt-BR
- Italian (Italy) - it-IT
- Russian (Russia) - ru-RU
- Dutch (Netherlands) - nl-NL
- Korean (South Korea) - ko-KR
- Arabic (Saudi Arabia) - ar-SA
- Turkish (Turkey) - tr-TR
- Polish (Poland) - pl-PL
- Hindi (India) - hi-IN
- Danish (Denmark) - da-DK
- Finnish (Finland) - fi-FI
- Vietnamese (Vietnam) - vi-VN
- Hebrew (Israel) - he-IL

Internationalization of the Chatbot Interface

export const article = {
  author: 'Samuel Su',
  date: '2025-04-08',
  title: `Introducing AI Re-Engagement`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: [
    'ai-follow-up',
    'customer-engagement',
    'whatsapp-automation',
    'messenger-bot',
    'instagram-automation',
    'automated-messaging',
    'customer-service',
    'ai-agent',
    'business-automation',
    'conversation-ai',
    'customer-retention',
    'intelligent-follow-up',
    '24hour-response',
    'chatbot-automation',
    'social-media-automation'
  ],
  thumbnail,
  preview:
    `Introducing **AI Re-Engagement** - Our AI agent now intelligently follows up with customers on WhatsApp, Messenger, and Instagram within 24 hours based on conversation context.

## Background
Following initial customer interactions, timely follow-ups are crucial for ensuring customer satisfaction. Since manually following up with each customer isn't scalable, we've developed an AI system that intelligently manages customer re-engagement within a 24-hour window.

## How it works
You can customize three key aspects of the re-engagement:
1. The time window for follow-up after the last message
2. The specific conditions that trigger a follow-up
3. The style and content of the re-engagement message

When the specified time arrives, the AI evaluates whether the conversation meets your defined re-engagement criteria. If the conditions are met, it sends a contextually appropriate follow-up message based on the previous conversation.

## How to set up
Simply configure the time window, trigger conditions, and messaging instructions after connecting your WhatsApp, Messenger, or Instagram account with your AI agent.

`,
};


Introducing **AI Re-Engagement** - Our AI agent now intelligently follows up with customers on WhatsApp, Messenger, and Instagram within 24 hours based on conversation context.

## Background
Following initial customer interactions, timely follow-ups are crucial for ensuring customer satisfaction. Since manually following up with each customer isn't scalable, we've developed an AI system that intelligently manages customer re-engagement within a 24-hour window.

## How it works
You can customize three key aspects of the re-engagement:
1. The time window for follow-up after the last message
2. The specific conditions that trigger a follow-up
3. The style and content of the re-engagement message

When the specified time arrives, the AI evaluates whether the conversation meets your defined re-engagement criteria. If the conditions are met, it sends a contextually appropriate follow-up message based on the previous conversation.

## How to set up
Simply configure the time window, trigger conditions, and messaging instructions after connecting your WhatsApp, Messenger, or Instagram account with your AI agent.

Introducing AI Re-Engagement

export const article = {
  author: 'Samuel Su',
  date: '2025-04-07',
  title: `Gemini 2.5 is Now Available`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['gemini', 'google deepmind', 'llm', 'machine learning', 'ai model', 'natural language processing'],
  thumbnail,
  preview: `Gemini 2.5 Pro is the latest and most advanced AI model from Google DeepMind, designed to push the boundaries of intelligent problem-solving. As an experimental release in the Gemini 2.5 series, it excels in complex reasoning, advanced coding, and multimodal understanding. With top-tier performance across industry benchmarks—including math, science, and code generation—Gemini 2.5 Pro represents a significant leap forward in AI capabilities. Featuring a massive 1-million-token context window and state-of-the-art reasoning, it's built to handle the most challenging tasks across a wide range of domains.

The credit cost of Gemini 2.5 Pro is the same as Gemini 1.5 Pro. Due to the higher capabilities of Gemini 2.5 Pro at the same cost, we have deprecated the Gemini 1.5 Pro model.`,
};


Gemini 2.5 Pro is the latest and most advanced AI model from Google DeepMind, designed to push the boundaries of intelligent problem-solving. As an experimental release in the Gemini 2.5 series, it excels in complex reasoning, advanced coding, and multimodal understanding. With top-tier performance across industry benchmarks—including math, science, and code generation—Gemini 2.5 Pro represents a significant leap forward in AI capabilities. Featuring a massive 1-million-token context window and state-of-the-art reasoning, it's built to handle the most challenging tasks across a wide range of domains.

The credit cost of Gemini 2.5 Pro is the same as Gemini 1.5 Pro. Due to the higher capabilities of Gemini 2.5 Pro at the same cost, we have deprecated the Gemini 1.5 Pro model.

Gemini 2.5 is Now Available

export const article = {
  author: 'Samuel Su',
  date: '2025-04-04',
  title: `SMS Notification Support`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['sms notifications', 'twilio integration', 'customer support alerts', 'Chat Data SMS','Live chat SMS'],
  thumbnail,
  preview:
    `We're excited to announce a new way to stay connected with your customers and operators—**SMS notifications for live chat escalation**!

Now, in addition to email, webhook, and Zendesk notifications, you can send real-time SMS alerts to operators and customers. Whether it's notifying an agent about a new live chat escalation or updating a customer when their message gets a response, SMS ensures instant communication and a seamless support experience.

## Key Features:
- **Import Phone Numbers from Twilio** – Bring your Twilio numbers into Chat Data for sending and receiving SMS notifications.
- **Use Platform-Provided SMS** – No Twilio number? No problem! Use our Twilio-powered number for just $0.05 per SMS.
- **Agent SMS Alerts** – Notify up to 5 operator agents via SMS when a chat is escalated.
- **Lead SMS Notifications** – If a lead provides their phone number and opts in, they'll receive an SMS when they get a response.
- **Custom Opt-In Text** – Personalize the opt-in message in the lead form.

## How to Get Started:
1. Import your Twilio phone numbers in Settings > Phone Numbers (free).
2. Enable SMS notifications in Settings > Live Chat.
3. Choose your SMS sender (your Twilio number or our platform-provided option).
4. Set up agent receivers and lead opt-in preferences.

💡 Pro Tip: Don't have a Twilio number? You can use our platform’s Twilio number and simply purchase SMS credits via our [Pricing Page](/pricing).

This feature ensures that no lead or escalation goes unnoticed. Get started today and **enhance your live chat experience with SMS!**

[🔗 Learn More in Our Guide](https://cookbook.chat-data.com/docs/sms-notifications)`,
};


We're excited to announce a new way to stay connected with your customers and operators—**SMS notifications for live chat escalation**!

Now, in addition to email, webhook, and Zendesk notifications, you can send real-time SMS alerts to operators and customers. Whether it's notifying an agent about a new live chat escalation or updating a customer when their message gets a response, SMS ensures instant communication and a seamless support experience.

## Key Features:
- **Import Phone Numbers from Twilio** – Bring your Twilio numbers into Chat Data for sending and receiving SMS notifications.
- **Use Platform-Provided SMS** – No Twilio number? No problem! Use our Twilio-powered number for just $0.05 per SMS.
- **Agent SMS Alerts** – Notify up to 5 operator agents via SMS when a chat is escalated.
- **Lead SMS Notifications** – If a lead provides their phone number and opts in, they'll receive an SMS when they get a response.
- **Custom Opt-In Text** – Personalize the opt-in message in the lead form.

## How to Get Started:
1. Import your Twilio phone numbers in Settings > Phone Numbers (free).
2. Enable SMS notifications in Settings > Live Chat.
3. Choose your SMS sender (your Twilio number or our platform-provided option).
4. Set up agent receivers and lead opt-in preferences.

💡 Pro Tip: Don't have a Twilio number? You can use our platform’s Twilio number and simply purchase SMS credits via our [Pricing Page](/pricing).

This feature ensures that no lead or escalation goes unnoticed. Get started today and **enhance your live chat experience with SMS!**

[🔗 Learn More in Our Guide](https://cookbook.chat-data.com/docs/sms-notifications)

SMS Notification Support

export const article = {
  author: 'Samuel Su',
  date: '2025-03-22',
  title: `Customize Voices with Real-Time Voice-to-Voice Chat`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['real time voice chat', 'custom voice chat', 'elevenlabs voice', 'openai voice chat', 'voice to voice chat', 'custom ai voices'],
  thumbnail,
  preview:
    `Following the previous release of the [Customize Voices with Your Chatbot](/changelog/customize-voices-with-integrations), we are excited to extend custom voice support to real-time voice-to-voice chat. With this feature, you can replace the native voices of OpenAI with your own customized voice from ElevenLabs while still enjoying all the powerful features of OpenAI's real-time voice functionality.

## How to use it
- You can simply turn on the 'User Customize Voice' toggle in the **Realtime Voices** settings. Then, the output voices of the real-time communication will switch to your chosen voices configured in the **Customize Voices** settings, as shown below.

After enabling the feature, the output voices of the real-time communication will switch to your chosen voice while maintaining all the other features of the real-time voice-to-voice chat. Because you are using your own customized voice, users cannot select OpenAI's provided voices in the Chatbot interface anymore.
`,
};


Following the previous release of the [Customize Voices with Your Chatbot](/changelog/customize-voices-with-integrations), we are excited to extend custom voice support to real-time voice-to-voice chat. With this feature, you can replace the native voices of OpenAI with your own customized voice from ElevenLabs while still enjoying all the powerful features of OpenAI's real-time voice functionality.

## How to use it
- You can simply turn on the 'User Customize Voice' toggle in the **Realtime Voices** settings. Then, the output voices of the real-time communication will switch to your chosen voices configured in the **Customize Voices** settings, as shown below.

After enabling the feature, the output voices of the real-time communication will switch to your chosen voice while maintaining all the other features of the real-time voice-to-voice chat. Because you are using your own customized voice, users cannot select OpenAI's provided voices in the Chatbot interface anymore.

You can watch this Demo Youtube video to see the experience:

Customize Voices with Real-Time Voice-to-Voice Chat

export const article = {
  author: 'Samuel Su',
  date: '2025-03-16',
  title: `Customize Voices with Your Chatbot`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['chatbot voice customization', 'elevenlabs integration', 'custom ai voice', 'whatsapp voice bot', 'messenger voice bot', 'instagram voice bot', 'ai voice chat', 'chatbot audio responses'],
  thumbnail,
  preview:
    `We're excited to introduce custom voice support for your chatbot! Your AI can now speak with your chosen ElevenLabs voice across all platforms - from WhatsApp to your website widget.

## Key Features
- 🎯 Custom ElevenLabs voices for all chat responses
- 🔌 Works with WhatsApp, Messenger, Instagram, Slack, and Discord
- ⚡ Easy setup with API key integration
- 🤖 Compatible with website chat widget

[Learn more about Custom Voices →](https://cookbook.chat-data.com/docs/customize-voices)

## Coming Soon
- Additional voice providers beyond ElevenLabs and Azure
- Custom voice support for real-time voice conversations
`,
};


We’re excited to introduce Customize Voices! Now, your chatbot can respond using your chosen voice when engaging across WhatsApp, Messenger, Instagram, Slack, Discord, and your website chatbot widget.

## What’s New?
- ✅ Personalized Voice Responses – Use a your own custom voice from ElevenLabs in the chatbot' audio replies instead of generic Azure AI voices.
- ✅ Seamless Setup – Just paste your API key from ElevenLabs and select your preferred voice in Chat Data settings.
- ✅ Website Chatbot Support – Enable your customized voice for the embeddable chatbot widget.
- ✅ Third-Party Integration Support – Use your customized voice in responses for WhatsApp, Messenger, Instagram, Slack, and Discord.


For more details, check out the [Customize Voices](https://cookbook.chat-data.com/docs/customize-voices) documentation.

## 🔜 What’s Next?
- More providers: Currently, we support ElevenLabs for custom voice generation and Microsoft Azure for standard voices. If you’d like support for other providers, let us know—we’re open to adding more!
- Customize voice for the realtime voice to voice feature: We're working on extending the customization to the realtime voice to voice feature.

Customize Voices with Your Chatbot

export const article = {
  author: 'Samuel Su',
  date: '2025-03-11',
  title: `Introducing Single Sign-On (SSO) Login`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['sso login', 'chatbot', 'reseller', 'white-labeling', 'chatbot whitelabel'],
  thumbnail: ssoLoginDemo,
  preview:
    `We're excited to launch SSO Login for our Reseller customers, allowing your users to manage their chatbots while maintaining your brand identity throughout.
### 🌟 Key Features

- **Seamless Authentication**: Direct access without Chat Data registration
- **Complete White-Labeling**: Your branding throughout the experience
- **Full Admin Control**: Comprehensive chatbot management and dashboard access
- **Secure & Private**: No user data stored on our platform

### 💪 Capabilities
Users can:
- Manage chatbot settings and behavior
- Access analytics dashboard
- View conversation history
- Configure basic integrations

### 🚀 Quick Setup
1. Configure SSO token generation
2. Add redirect endpoint
3. Test and deploy

For implementation details, check our [documentation](https://cookbook.chat-data.com/docs/setting-up-single-sign-on-sso-redirect).

### 💡 Perfect For
Resellers wanting to provide customers with professional chatbot management capabilities without building custom dashboard solutions.
`,
};


We're excited to announce the launch of SSO Login, a powerful new feature designed specifically for our Reseller customers. This integration enables your customers to manage their chatbots directly in our platform while maintaining your brand identity throughout the experience.


### 🌟 Key Features

- **Seamless Authentication**: Users can access chatbot management directly from our platform without registering with Chat Data.
- **Complete White-Labeling**: Your branding remains consistent throughout the entire user experience
- **Full Admin Access**: Users get comprehensive control over their designated chatbot's settings and dashboard
- **Security First**: No user data is stored on our platform, ensuring your customers' information remains secure

### 💪 What Your Users Can Do
After authentication, users will have full admin access to:
- Customize chatbot settings
- View analytics dashboard
- Manage conversation history
- Configure basic integrations
- Customize AI behavior and responses

### 🔒 Enterprise-Grade Security

- Secure token-based authentication
- Single-session access management
- No storage of user information
- Dedicated white-labeled domain

### 🚀 Getting Started

Setting up SSO Redirect is straightforward:
1. Configure your user management system to generate SSO tokens
2. Add the redirect endpoint to your application
3. Test the integration using our verification tool
4. Deploy to your users

### 📚 Documentation

For detailed implementation instructions and technical specifications, visit this [document](https://cookbook.chat-data.com/docs/setting-up-single-sign-on-sso-redirect).

### 💡 Use Cases

Perfect for:
- Resellers who want to provide their customers with the chatbot settings and dashboard experience while doesn't have the technical support team to build the chatbot settings and dashboard.

Introducing Single Sign-On (SSO) Login

export const article = {
  author: 'Samuel Su',
  date: '2025-03-03',
  title: `Delay Response with Facebook Integrations`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: [    'facebook-integration',
    'whatsapp-bot',
    'messenger-bot',
    'instagram-bot',
    'chatbot-delay',
    'response-time',
    'ai-chatbot',
    'natural-conversation',
    'roleplay-bot',
    'bot-configuration'
  ],
  thumbnail,
  preview:
     `Introducing response delay settings for Facebook integrations. This feature allows you to configure random response delays for your AI chatbots on WhatsApp, Messenger, and Instagram, making interactions feel more natural and less bot-like.

## What's New
- Configure custom delay ranges for each platform
- Random delays between 0-4 hours
- Easy setup through the Integrations tab
- Improved user experience for roleplay scenarios

This update helps create more authentic conversations by preventing instant responses that typically give away AI chatbots.`,
};


## Background
With the WhatsApp, Messenger and Instagram integrations, if the AI chatbot responds immediately after the user's message, it can easily be detected as an AI bot, leading to a poor user experience when using our AI bot for roleplay.

## New Feature
To address this, we've launched a feature to delay the AI agent's response for a configurable amount of time. You can configure the delay time range for each integration. The AI chatbot will randomly delay its response within the range you set, making it harder to detect as an AI bot.

To configure this, simply click the **WhatsApp**, **Messenger** or **Instagram** integration card in the **Integrations** tab.


For example, with the configuration above, the AI chatbot will randomly delay its response uniformly between 0 to 1800 seconds after the response has been generated.

Currently, the average delay time range is between 0 to 2 hours, with the variance range being less than the average time. Therefore, the maximum delay time is less than 4 hours.

Delay Response with Facebook Integrations

export const article = {
  author: 'Samuel Su',
  date: '2025-02-28',
  title: `Duplicate Chatbot`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['duplicate', 'copy', 'chatbot', 'admin', 'configuration'],
  thumbnail,
  preview:
    `Introducing **Chatbot Duplication** - A powerful new feature that enables administrators to clone both chatbot configurations and training data with ease.

## Key Features
- **Full Configuration Copy**: Duplicate your chatbot's entire setup with a single click
- **Optional Training Data**: Choose whether to include or exclude existing training data
- **Secure Transfer**: Sensitive configurations like webhooks and team settings are automatically excluded
- **Flexible Ownership**: New copies are owned by the user initiating the duplication

## Access Control
Available to chatbot owners and users with admin privileges, this feature can be accessed directly from the my-chatbots dashboard.`,
};


We're excited to announce a new feature that allows chatbot administrators to duplicate both configurations and training data when creating a new chatbot. The newly created chatbot will be owned by the user who initiates the copy.





To maintain security and prevent unintended consequences, the following configurations are excluded from the copying process:

- **Operations Settings**

- **Images Assets**

Duplicate Chatbot

export const article = {
  author: 'Samuel Su',
  date: '2025-02-26',
  title: `Claude 3.7 Sonnet Launch`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: [],
  thumbnail,
  preview: `We are excited to announce the launch of [Claude 3.7 Sonnet](https://www.anthropic.com/news/claude-3-7-sonnet) to our chatbot platform. This new model brings significant improvements in speed, accuracy, and thinking capabilities.

## Key Features

### Dual Response Modes
- **Standard Mode**: Delivers near-instant responses without visible thinking process
- **Extended Thinking Mode**: Shows step-by-step reasoning, making the AI's thought process transparent to users

### Performance Improvements
- **Faster Response Generation**: Significantly faster than DeepSeek-R1
- **Better Response Quality**: The new model can generate more accurate response compared with the old Claude 3.5 Sonnet model
- **Enhanced Reasoning Control**: Unlike DeepSeek-R1, Claude 3.7 can effectively disable its thinking output when needed

### Accuracy Enhancements
- **Coding Excellence**: Particularly strong improvements in coding tasks
- **Web Development**: Superior capabilities for front-end web development tasks

## Pricing
Claude 3.7 Sonnet is available at the same price point as Claude 3.5 Sonnet, making it a straightforward upgrade for existing Claude 3.5 Sonnet users.

## Upgrade Recommendation
We recommend all Claude 3.5 Sonnet users upgrade to Claude 3.7 Sonnet to take advantage of these improvements with no additional cost.`,
};


We are excited to announce the launch of [Claude 3.7 Sonnet](https://www.anthropic.com/news/claude-3-7-sonnet) to our chatbot platform. This new model brings significant improvements in speed, accuracy, and thinking capabilities.

## Key Features

### Dual Response Modes
- **Standard Mode**: Delivers near-instant responses without visible thinking process
- **Extended Thinking Mode**: Shows step-by-step reasoning, making the AI's thought process transparent to users

### Performance Improvements
- **Faster Response Generation**: Significantly faster than DeepSeek-R1
- **Better Response Quality**: The new model can generate more accurate response compared with the old Claude 3.5 Sonnet model
- **Enhanced Reasoning Control**: Unlike DeepSeek-R1, Claude 3.7 can effectively disable its thinking output when needed

### Accuracy Enhancements
- **Coding Excellence**: Particularly strong improvements in coding tasks
- **Web Development**: Superior capabilities for front-end web development tasks

## Pricing
Claude 3.7 Sonnet is available at the same price point as Claude 3.5 Sonnet, making it a straightforward upgrade for existing Claude 3.5 Sonnet users.

## Upgrade Recommendation
We recommend all Claude 3.5 Sonnet users upgrade to Claude 3.7 Sonnet to take advantage of these improvements with no additional cost.

Claude 3.7 Sonnet Launch

export const article = {
  author: 'Samuel Su',
  date: '2025-02-24',
  title: `AI Actions in Realtime`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['voice ai', 'ai actions', 'real time voice chat', 'chatbot', 'voice commands', 'pdf generation', 'image generation', 'ai automation'],
  thumbnail,
  preview:
    `Introducing **AI Actions in Realtime** - Extending our AI actions capability to voice conversations, enabling AI agents to perform all actions previously available only in text chat.

## Overview
We've expanded our [AI actions](/changelog/ai-actions) feature to support realtime voice-to-voice interactions. AI agents can now execute actions and display results directly in voice conversations, creating a unified experience across text and voice interfaces.

## New Capabilities
- **Content Generation**: Create images and PDF documents by talking to your AI agent
- **Interactive Features**: Execute searches and trigger button actions via voice
- **Background Processing**: Support for lazy chat actions and lead collection
- **Realtime Results**: View action outcomes directly in the chat interface

## Impact
This update eliminates the previous limitation where AI actions were restricted to text-based interactions, enabling a seamless experience regardless of communication method.
`,
};


Introducing **AI Actions in Realtime** - We've expanded our AI actions capability to support realtime voice-to-voice chat interactions. Your AI agent can now not only answer questions based on your knowledge base but also perform customized AI actions and display results directly in the realtime chat interface.

## Background
Previously, AI actions were only available in text chat mode. Voice-to-voice conversations couldn't utilize features like [lazy live chat](https://cookbook.chat-data.com/docs/live-chat-escalation#lazy-live-chat-triggering), [image and document generation](https://cookbook.chat-data.com/docs/ai-actions#files-and-images-with-api-response), or [custom API calls](https://cookbook.chat-data.com/docs/ai-actions#ai-actions-api). With this update, we've bridged this gap by bringing full AI actions support to the [realtime voice chat](https://cookbook.chat-data.com/docs/realtime-voice-chat).

## Key Features
### Document and Image Generation
Users can now request document or image generation by talking to the AI agent. The AI agent will process these requests using either the [image/document generation API](https://cookbook.chat-data.com/docs/ai-actions#files-and-images-with-api-response) or the [AI PDF action](/changelog/pdf-ai-action), with results displayed directly in the chat interface.


### Search and Button Actions
The AI agent can now execute search queries and button actions during voice conversations, with results seamlessly integrated into the chat interface.


### Background Actions
Background processes like lazy chat actions and lead collection are also supported in voice conversations. While these actions don't display visible results in the interface, they run silently and influence the AI's responses accordingly.

AI Actions in Realtime

export const article = {
  author: 'Samuel Su',
  date: '2025-02-19',
  title: `Customize CSS and Messenger Improvement`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: [],
  thumbnail,
  preview: `We're excited to announce two major updates to enhance your chatbot experience:

## CSS Customization
Fully customize your chat interface's appearance with comprehensive CSS controls. Style everything from containers to buttons through the Settings > Chat Interface panel.

## Messenger Enhancement
Added gender-based personalization support for Facebook Messenger integration, enabling more targeted product recommendations and interactions.

These updates give you more control over your chatbot's appearance and intelligence, helping you create better user experiences.`,
};


## Customize CSS In Chat Interface
You can now customize the CSS of your website's chat interface. We provide extensive customization options for various components including buttons and containers. All available CSS classes are listed below and can be found in the **Settings** > **Chat Interface** tab under the customize CSS section.

### Main Container Elements

### Header Elements

### Message Elements

### Input Elements

### Profile Related Elements

### Navigation & Search Elements

### Multi-Thread Message Elements

### Lead Form Elements

### Chatbot Bubble Elements


To visualize elements with specific CSS classes, you can add a border style in the customize CSS section. For example:

```css
.chat-interface {
  border: 2px solid red;
}
```

## Gender Information In Messenger
The **Messenger** integration now supports gender-based personalization through Facebook profile data. This feature enables your AI chatbot to provide **gender-specific** recommendations for products or services. Currently, this functionality is exclusive to the **Messenger integration** and is not available for **WhatsApp** or **Instagram** integrations.

Customize CSS and Messenger Improvement

export const article = {
  author: 'Samuel Su',
  date: '2025-02-17',
  title: `AI-Powered PDF Document Generation!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['PDF', 'AI', 'Automation', 'Documents', 'Templates'],
  thumbnail,
  preview:
    `
Introducing **AI-Powered PDF Document Generation**! Create and send professional PDFs automatically within conversations.

## 📝 **What's New?**
- ✅ Generate custom PDFs (receipts, agreements, certificates)
- ✅ Auto-extract conversation details into templates
- ✅ Instant A4 PDF delivery

## ⚙️ **How It Works**
- 🔹 Design templates with our rich text editor
- 🔹 Set AI-fillable dynamic fields
- 🔹 Let AI automatically generate personalized PDFs in real-time
`,
};


We're thrilled to introduce **AI-Powered PDF Document Generation**, a game-changing feature that allows you to **automatically create and send professional PDFs** directly within conversations.  

---

## 📝 **What's New?**  
With AI-driven automation, your chatbot can now:  
- ✅ **Generate customizable PDF documents** (e.g., receipts, confirmations, agreements, and certificates).  
- ✅ **Extract relevant details** from conversations and populate predefined templates.  
- ✅ **Deliver professional A4-sized PDFs instantly**—no manual input required.  

---

## ⚙️ **How It Works**  
- 🔹 **Design Your Template** – Use our rich text editor or modify existing templates.  
- 🔹 **Define Variables** – Set fields with descriptions for AI to fill dynamically.  
- 🔹 **Preview & Generate** – Click "Generate PDF" to instantly create a formatted document.  
- 🔹 **Seamless AI Execution** – The chatbot gathers user details and **automatically** generates a personalized PDF in real time.

AI-Powered PDF Document Generation!

export const article = {
  author: 'Samuel Su',
  date: '2025-02-14',
  title: `New AI Models & Enhanced Reasoning Interface`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['models','deepseek', 'openai', 'gemini'],
  thumbnail,
  preview:
    `
Introducing powerful AI model upgrades to enhance your chatbot capabilities:

## 🧠 New AI Models
- GPT O1 – Advanced reasoning for STEM & coding
- GPT O3 Mini – Fast, efficient technical processing
- Deepseek R1 – High-performance reasoning
- Gemini 2.0 Flash – Low-latency multimodal support

## 🤖 New Features
- Real-time reasoning interface with step-by-step visibility
- Enhanced model selection including Gemini Flash 2.0 & Gemini 2.0 Pro
- Seamless tool integration and workflow optimization
`,
};


We're excited to introduce **powerful new AI upgrades** to enhance your chatbot's capabilities and streamline workflows.  

## 🧠 **New AI Models Available**  
- 🔹 **GPT O1** – Advanced deep reasoning model for complex STEM and coding tasks, leveraging chain-of-thought processing.  
- 🔹 **GPT O3 Mini** – Fast and cost-efficient, optimized for technical tasks with seamless tool call support.  
- 🔹 **Deepseek R1** – High-efficiency reasoning model delivering strong performance with minimal resource use.  
- 🔹 **Gemini 2.0 Flash (Experimental)** – Google's low-latency multimodal model for rapid tool integration and agentic workflows.  

## 🤖 **Enhanced Reasoning Interface**  
Since **Deepseek R1** and **Claude 3.0 Opus** support reasoning outputs via API, we've integrated a **real-time reasoning interface** into your chatbot.   
- ✅ Enabled by default for these models.  
- ✅ View the model's step-by-step thought process in real time.  
- ✅ Easily toggle this feature on or off as needed.  

## 🌟 **More Model Options**  
We've also added **Gemini Flash 2.0 (Production)** and **Gemini 2.0 Pro (Experimental)**, giving you even more flexibility to optimize your chatbot for various workflows.

New AI Models & Enhanced Reasoning Interface

export const article = {
  author: 'Samuel Su',
  date: '2025-02-05',
  title: `Stripe Metering Integration`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['stripe', 'billing', 'metering', 'usage-based', 'integration'],
  thumbnail,
  preview:
    `
Introducing **Stripe Metering Setup** for seamless usage-based billing of your chatbots.

## 🚀 **Quick Setup**

1️. Connect Stripe account in **Account Settings**  
2. Create meter and pricing model in Stripe  
3. Enable metering in **Settings > Metering**  

## ⚙️ **Features**  
- Bill by message credits or count  
- Support for static (fixed) or dynamic (lead-based) customers  
- Track usage via email, name, or phone  

Monitor real-time usage in Stripe's Metering Dashboard.
`,
};



We're excited to introduce **Stripe Metering Setup**, allowing you to **track and charge for chatbot usage seamlessly** with Stripe's usage-based billing.  

## 🚀 **How It Works**  
1️. **Add Your Stripe API Key** – Connect your Stripe account in **Chat Data > Account Settings**.  
2.  **Set Up a Meter in Stripe** – Follow Stripe's guide to create a **meter and pricing model**.  
3. **Enable Metering for Your Chatbot** – Configure usage tracking in **Chat Data > Settings > Metering**.  

## ⚙️ **Key Metering Options**  
- 🔹 **Metering Type** – Charge users based on **message credits** or **raw message count**.  
- 🔹 **Static vs. Dynamic Customers** –  
&nbsp;&nbsp;&nbsp;✔ **Static:** Charge a fixed customer (e.g., a reseller).  
&nbsp;&nbsp;&nbsp;✔ **Dynamic:** Charge based on lead information (email, phone, or name).  
- 🔹 **Customer Identification** – Identify users by **email (recommended), name, or phone** for accurate billing.  


## ✅ **Verify Your Setup**  
After configuration, chat with your chatbot and check **Stripe's Metering Dashboard** to see real-time usage tracking.

Stripe Metering Integration

export const article = {
  author: 'Samuel Su',
  date: '2025-02-02',
  title: `Multithread Conversations`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['ai', 'mutli-threads', 'website chatbot', 'customer support'],
  thumbnail,
  preview:
    `
Introducing **Multithread Conversations**: Switch seamlessly between multiple chat threads while maintaining context. With real-time notifications and powerful search capabilities, managing parallel conversations has never been more efficient.

## 🔥 **What's New?**  
- ✅ Manage multiple conversations simultaneously  
- ✅ Real-time response notifications  
- ✅ Quick conversation search  
`,
};


We're excited to introduce **Multithread Conversations**, a powerful upgrade that makes managing multiple conversations effortless! Now, you can switch between chat threads **without losing context**, improving multitasking and efficiency.  

---

## 🔥 **What's New?**  
- ✅ **Effortlessly manage multiple conversations** in a single interface.  
- ✅ **Real-time notifications** when a human agent responds.  
- ✅ **Keyword-based search** to quickly access past conversations.  

---

## 💡 **Why It Matters**  
Whether you're handling multiple customer inquiries, tracking ongoing discussions, or collaborating with your team, **Multithread Conversations** ensures smooth, uninterrupted interactions.

Multithread Conversations

export const article = {
  author: 'Samuel Su',
  date: '2025-01-24',
  title: `Chatbot Time Awareness!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['AI', 'Chatbot', 'Time-Awareness', 'Customer Service', 'Automation'],
  thumbnail,
  preview: `
Introducing **Chatbot Time Awareness** - Now your AI chatbot can recognize the current time and respond intelligently! 

## ⏰ What's New?
- ✅ Detect user's local time or set custom time zones
- ✅ Dynamic time-based responses
- ✅ Smart handling of business hours and promotions

Set up time-based rules like _"Notify customers when store is closed"_ or _"Promote morning specials"_ to deliver perfectly timed, automated responses that enhance customer experience.
`,
};


We're excited to introduce **Chatbot Time Awareness**, a powerful new feature that allows your AI chatbot to recognize the **current time** and adjust its responses accordingly!  

---

## ⏰ **What's New?**  
Your chatbot can now:  
- ✅ **Detect the user's local time** (via browser settings) or a **designated time zone**.  
- ✅ **Respond dynamically** based on the time of day.  
- ✅ **Handle time-sensitive inquiries** like store hours, promotions, or service availability.  

---

## 🛠 **How It Works**  
Enable **Time Awareness** and set up time-based prompts such as:  

🕕 _"If it's after 6:00 PM, let customers know that our store is closed."_  
🎉 _"If it's between 9:00 AM - 12:00 PM, promote our morning special discount!"_  

This feature ensures your chatbot **delivers accurate, time-relevant responses**—enhancing customer experience and automating business communications.

Chatbot Time Awareness!

export const article = {
  author: 'Samuel Su',
  date: '2025-01-15',
  title: `Customizable Lead Form Builder!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['lead-form-builder', 'lead-collection', 'custom-fields',  'chatbot-lead-collection', 'CRM'],
  thumbnail,
  preview:
    `
Introducing our **Customizable Lead Form Builder** to capture the exact information your business needs.

## 🎯 **Key Features**
- ✅ **Flexible Fields** – Add custom text fields, checkboxes, and dropdowns
- ✅ **Better Lead Quality** – Collect industry-specific details beyond basic contact info
- ✅ **Smart Integration** – All custom fields are searchable and included in daily summaries

`,
};


We’re excited to launch a powerful new feature that lets you **tailor your lead forms** to collect the exact information your business needs.  

## 🎯 **Why This Matters**  
Different industries require different lead details—basic fields like **Name, Email, and Phone** aren't always enough. With our **Customizable Lead Form Builder**, you can now:  

- ✅ **Add Custom Fields** – Include **single-line text, multi-line text areas, checkboxes, and dropdowns** to capture the right information.  
- ✅ **Improve Lead Quality** – Gather industry-specific details like company size, current software providers, or any data relevant to your business.  
- ✅ **Enhanced Search & Tracking** – All custom fields are **indexed and searchable** in your chat logs and **included in daily lead summary emails**.

Customizable Lead Form Builder!

export const article = {
  author: 'Samuel Su',
  date: '2025-01-15',
  title: `IP Blocklist & Allowlist`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['Security', 'IP Blocking', 'Access Control', 'Chatbot Security', 'Geo Blocking', 'Spam Prevention'],
  thumbnail,
  preview:
    `
Introducing **IP-based access control** with customizable blocklists and allowlists for enhanced chatbot security.

## 🚀 **Features**  
- ✅ Block unwanted users and prevent spam
- ✅ Control access by country or region
- ✅ Restrict usage to authorized IP ranges

## ⚙️ **How It Works**  
- **Blocklist** – Denied IPs can't access the chatbot
- **Allowlist** – Optional whitelist for authorized IPs
- **Priority** – Blocklist takes precedence over allowlist

## 🔧 **Setup**  
Configure in **Settings > Security** or manage directly from dashboards 

`,
};


We’re excited to introduce **IP-based access control** for your chatbot! Now, you can **enhance security and manage user access** with customizable **blocklists** and **allowlists**.  

## 🚀 **What You Can Do**  
- ✅ **Block malicious users** and prevent spam  
- ✅ **Restrict access by country** to comply with regulations or business needs  
- ✅ **Limit chatbot usage** to specific company networks or authorized IPs  

## ⚙️ **How It Works**  
- 🔹 **Blocklist Check** – If an IP is in the blocklist, access is denied. Otherwise, it moves to the allowlist check.  
- 🔹 **Allowlist Check** – If the allowlist is empty, all users (except blocked ones) can access the chatbot. If the allowlist has entries, only listed users are allowed.  
- 🔹 **Full Access Control** – Even if an IP is in the allowlist, it will be blocked if also found in the blocklist.  

## 🔧 **How to Set It Up**  
Go to **Settings > Security** to configure your blocklist and allowlist. You can also block/unblock IPs directly from the **Chat Logs, Leads Dashboard, and Live Chat Dashboard**.  


Check out the [IP Blocklist & Allowlist](https://cookbook.chat-data.com/docs/ip-blocklist-and-allowlist-security) documentation for more details.

IP Blocklist & Allowlist

export const article = {
  author: 'Samuel Su',
  date: '2024-12-20',
  title: `AI Actions – Your Chatbot, Now an AI-Agent!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['AI-Agents', 'Automation', 'ChatBot', 'Integration', 'LeadGen'],
  thumbnail,
  preview:
    `
Introducing **AI Actions** - Transform your chatbot into a powerful AI agent that can perform real-world tasks! 

## ⚡ Key Features
- **Lead Generation** - Capture and qualify leads automatically
- **Custom Actions** - Trigger buttons, forms, and external links
- **Smart Integration** - Real-time web search and API connectivity
- **Rich Media** - Send images, PDFs, and documents on demand

## 🔥 Available Platforms
Seamlessly integrate with Web Widgets, WhatsApp, Messenger, Instagram, Discord, and Slack to automate your business workflows.

Check the [AI Actions](https://cookbook.chat-data.com/docs/ai-actions) page for more details.
`,
};


We're excited to introduce **AI Actions**, a game-changing feature that transforms your chatbot into a powerful AI agent, capable of performing real-world tasks on your behalf!  

---

## ⚡ **What Can AI Actions Do?**  
With **AI Actions**, your bot moves beyond simple Q&A and takes on **sales and support tasks** to **drive business outcomes**. Here's what's possible:  

- ✅ **Trigger Lead Forms** – Dynamically capture and qualify leads based on user queries.  
- ✅ **Activate Custom Buttons** – Seamlessly redirect users to booking pages, order forms, or external links.  
- ✅ **Smart Web Search** – Your chatbot **knows when** to search the web and fetch real-time data.  
- ✅ **AI Actions API** – Integrate your own API endpoints, enabling the bot to interact with your business systems in real time.  
- ✅ **Send Images & PDFs** – Deliver images, receipts, and documents in response to user requests.  

---

## 🔥 **AI Actions in Action**  
These features work **seamlessly across all major platforms**:  

🌍 **Web Widget Integration** – AI-powered interactions embedded in your website.  
📱 **WhatsApp Integration** – Automate responses and send documents.  
📩 **Messenger & Instagram** – Handle inquiries, book appointments, and more.  
💬 **Discord & Slack** – Enable intelligent bot interactions for teams and communities.  

---

Check the [AI Actions](https://cookbook.chat-data.com/docs/ai-actions) page for more details.

AI Actions – Your Chatbot, Now an AI-Agent!

export const article = {
  author: 'Samuel Su',
  date: '2024-11-17',
  title: `New AI Models Now Available!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['AI', 'Claude', 'Gemini', 'ChatBot', 'LLM models'],
  thumbnail,
  preview:
    `
We're excited to announce **six powerful AI models** for enhanced chatbot capabilities.
## 🧠 **New AI Models**  
- 🔹 **Claude 3.5 Sonnet** – Anthropic's advanced model for complex reasoning
- 🔹 **Claude 3.5 Haiku** – Fast, lightweight model for efficient conversations
- 🔹 **Claude 3 Haiku** – Streamlined model for quick, intelligent responses
- 🔹 **Claude 3 Opus** – Anthropic's most powerful AI for deep reasoning
- 🔹 **Gemini 1.5 Flash** – Google's rapid multimodal model for tool integration
- 🔹 **Gemini 1.5 Pro** – An advanced model that provides higher intelligence and capability

## 🚀 **Benefits**  
- ✅ **Flexible Options** – Choose models based on speed vs. reasoning needs
- ✅ **Better Performance** – Improved efficiency and response times
- ✅ **Easy Integration** – Optimize for cost, speed, and intelligence
`,
};


We’re excited to announce the launch of **six powerful AI models** to give you more flexibility, speed, and efficiency in your chatbot workflows.  

## 🧠 **Introducing the Latest AI Models**  
- 🔹 **Claude 3.5 Sonnet** – Anthropic’s most advanced model, offering enhanced reasoning and speed for complex tasks.  
- 🔹 **Claude 3.5 Haiku** – A fast, lightweight model optimized for real-time conversations with high efficiency.  
- 🔹 **Claude 3 Haiku** – A streamlined version of Claude 3, built for quick responses with strong language understanding.  
- 🔹 **Claude 3 Opus** – Anthropic’s most powerful AI, designed for deep reasoning and detailed, structured responses.  
- 🔹 **Gemini 1.5 Flash** – Google’s high-speed multimodal model for rapid tool integrations and dynamic interactions.  
- 🔹 **Gemini 1.5 Pro** – An advanced model that provides higher intelligence and capability compared to Gemini 1.5 Flash by Google..  

## 🚀 **Why It Matters**  
- ✅ **More choices** – Pick the best model based on your needs, whether it’s advanced reasoning or high-speed conversations.  
- ✅ **Enhanced AI performance** – Improved efficiency, accuracy, and response times across all chatbot interactions.  
- ✅ **Seamless integration** – Easily switch between models to optimize cost, speed, and intelligence.

New AI Models Now Available!

export const article = {
  author: 'Samuel Su',
  date: '2024-10-27',
  title: `Enhanced Metrics & Reporting`,
  tagLink: 'insights',
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['analytics', 'reporting', 'metrics', 'dashboard', 'chatbot'],
  thumbnail,
  preview:
    `
We've expanded your **dashboard analytics** with powerful new insights and reporting tools! Now, you can track chatbot performance more effectively than ever.

## What's New:
- ✅ **Enhanced Dashboard Metrics** – Track messages, conversations, satisfaction scores, leads, and topic categories  
- ✅ **Topics Categorization** – Pre-curated categories to understand user intent  
- ✅ **Public Metrics Page** – Share and embed white-labeled performance metrics  
- ✅ **Automated Reports** – Get weekly and monthly performance summaries in your inbox

Navigate to **Settings > Analytics** to customize your metrics and reporting preferences.
`,
};


We've expanded your **dashboard analytics** with powerful new insights and reporting tools! Now, you can track chatbot performance more effectively than ever.

## 📈 **New Dashboard Metrics**  
Your analytics dashboard now includes **five new key metrics**:  
- ✅ **Total Messages** – Track all interactions over time.  
- ✅ **Total Conversations** – Measure unique chatbot sessions.  
- ✅ **Upvotes & Downvotes** – Gauge user satisfaction.  
- ✅ **Submitted Leads** – Monitor lead generation performance.  
- ✅ **Categorized Topics** – See what users are talking about.  

These insights are displayed in **timeline graphs for trends** and **pie charts for clear segmentation**.  

## 🏷️ **Topics Categorization**  
Understanding user intent just got easier! 🚀  
- We've pre-curated **50 industry-specific topics** to help categorize user messages.  
- **Fully customizable**: Adjust categories to **match your chatbot's focus**.  
- Navigate to **Settings > Analytics** to refine your topic categories.  

## 🌐 **Public Metrics Page**  
For resellers and businesses looking to **showcase chatbot value**, we've introduced a **white-labeled metrics page**:  
🔗 **Share chatbot performance** via a public link.  
🌍 **Embed metrics** on your website using an iframe.  
🎛 **Control visibility**: Choose which metrics to display.  

📌 **Try It Out!** Explore an example white-labeled link to see it in action.  

## 📅 **Automated Weekly & Monthly Summaries**  
Stay updated with **scheduled performance reports** straight to your inbox!  
📌 **Weekly Summary** – Key chatbot stats from the past 7 days.  
📌 **Monthly Summary** – A comprehensive report on last month's performance.  

📨 **Enable summaries in** **Settings > Notifications** and even test the email functionality instantly!  

## 🎉 **Get Started Today!**  

Check the [Analysis Dashboard](https://cookbook.chat-data.com/docs/usage-data-dashboard#analysis-dashboard) page for more details.

Enhanced Metrics & Reporting

export const article = {
  author: 'Samuel Su',
  date: '2024-10-20',
  title: `Introducing Realtime Voice Chat`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['voice-chat', 'realtime-ai', 'chatbot', 'voice-recognition', 'lead-generation'],
  thumbnail,
  preview:
    `
Introducing **Realtime Voice Chat** - engage with your chatbot through natural voice conversations! This groundbreaking feature enables fluid, human-like interactions while automatically collecting lead information.

🔑 **Key Features:**
- Natural voice conversations with customizable AI voices
- Automatic lead information extraction (name, email, phone)
- Multi-language support
- Adjustable voice detection parameters
- Chat log audio playback

💰 **Cost-Efficient:**
- Available on Standard and above plans
- Flexible RAG settings to optimize costs
- Choose between high-quality (gpt-4-realtime) and cost-effective (gpt-4-realtime-min) models

🎯 **Perfect for:**
- Customer service automation
- Lead generation
- Sales qualification
- Support desk enhancement

Enable Realtime Voice Chat today and transform your chatbot into a dynamic conversational agent!
`,
};


We're excited to roll out **Realtime Voice Chat**, a groundbreaking feature that lets your chatbot communicate **just like a real person**! With this update, users can engage in **natural voice conversations**, making interactions **faster, more engaging, and more intuitive**.  

🚀 **Available on Standard and Above Plans**  

---

## 🔧 **How to Enable Realtime Voice Chat**  
Realtime Voice Chat is **not enabled by default** due to its **high resource costs**. To activate it:  
1️⃣ Go to **Settings** > **Realtime Audio**.  
2️⃣ Choose the **voice avatar** that appears in the chatbot.  
3️⃣ Set a **default voice** (users can change this later).  
4️⃣ Preview available voices before selecting.  

---

## 🎙️ **Realtime Voice Chat Features**  

### - ✅ **Audio Playback in Chat Logs**  
- By default, **original voice interactions** are stored and available in the **Chat Logs Dashboard** for review.  
- Disabling this option will store only **text transcripts** (generated by OpenAI's Whisper model).  

### ⚙️ **Adjustable Voice Chat Parameters**  
Fine-tune voice interaction settings for a seamless experience:  
- **Threshold** – Adjust voice activity detection sensitivity.  
- **Prefix Padding** – Set how much audio before speech recognition is included.  
- **Silence Duration** – Define when the chatbot considers speech to have ended.  
- **RAG Limit** – Control how much context is retrieved per message to **optimize costs**.  

Users can also **change voices dynamically** via the voice selection overlay. 🌍 **Multi-language support** is available!  

---

## 💰 **Cost & Pricing**  
Voice-based interactions are processed through **OpenAI's realtime API**, which is more resource-intensive than text-based queries.  

📌 **Cost Optimization Tip:**  
- By default, the chatbot retrieves **10 RAG text chunks** (~3,000 tokens). Lowering this to **5 chunks** reduces costs.  
- **gpt-4-realtime-min-preview** is **more cost-effective** than gpt-4o-mini, averaging **1 credit per message**.  
- Messages **without context retrieval** cost ~10 credits, while those **with context retrieval** cost **30-40 credits**.  

📊 **View Credit Usage:**  
You can check **cost per message** in the **Chat Logs dashboard** by hovering over the **question mark icon**.  

---

## 📇 **Lead Information Collection**  
With **Realtime Voice Chat**, lead collection is fully automated! 🎯  
- The chatbot can **extract and store** user details like **name, phone number, and email** directly from conversations.  
- This data is synced to **your leads dashboard, webhooks, and CRM**.  
- The chatbot **remembers lead information** for future conversations, even after a page refresh.  

💡 **Customize Data Collection:**  
Modify the chatbot's **base prompt** to gather user details **before providing further service**.  

---

## 🎉 **Get Started Today!**  
1️⃣ Enable **Realtime Voice Chat** from the **Settings page**.  
2️⃣ Fine-tune parameters for **cost efficiency and accuracy**.  
3️⃣ Enjoy **natural voice conversations** with **automated lead capture**!  

🚀 Experience a **truly conversational AI** with **Realtime Voice Chat** today!  

Check the [Realtime Voice Chat](https://cookbook.chat-data.com/docs/realtime-voice-chat) page for more details.

Introducing Realtime Voice Chat

export const article = {
  author: 'Samuel Su',
  date: '2024-10-11',
  title: `Enhanced Scraping & Automated Website Retraining`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['webscraping', 'automation', 'training', 'captcha', 'updates'],
  thumbnail,
  preview:
    `
Introducing Enhanced Scraping and Automated Website Retraining to improve chatbot training efficiency and accuracy.

## 🚀 Enhanced Scraping Features

- **Authenticated Pages Access**
  - Train on both public and login-protected pages

- **CAPTCHA Handling**
  - Automatic Cloudflare CAPTCHA bypass

- **Smart Content Filtering**
  - Removes headers, footers, and pop-ups
  - Up to 5x more pages within training limits

## 🔄 Automated Retraining

- **Scheduling Options**
  - Entry Plan: Monthly updates
  - Standard Plan+: Weekly/daily updates

- **Flexible Configuration**
  - List Mode: Preserve structure
  - Auto/Sitemap Mode: Remove outdated content
  - Page Options: Filter irrelevant content

Note: Scrape credits required per URL processed.

## Quick Setup
1. Enable authenticated page scraping
2. Configure cron job schedule
3. Set page filtering options
`,
};


We're excited to introduce **Enhanced Scraping Options** and **Automated Website Retraining**, making chatbot training more efficient, accurate, and adaptable to dynamic website content.  

## 🚀 **Enhanced Scraping Options**  

We've addressed key scraping challenges to give you **greater control and accuracy** when training your chatbot:  

- **Access to Authenticated Pages**  
  - Train your chatbot on both public and **authenticated** web pages requiring login credentials.  

- **Cloudflare CAPTCHA Solver**  
  - Our new scraper **bypasses Cloudflare CAPTCHAs with 100% accuracy**, ensuring uninterrupted website scraping.  

- **Improved Content Filtering**  
  - Websites often contain irrelevant elements like headers, footers, and cookie pop-ups that clutter training data.  
  - Our enhanced scraper now **filters out non-essential elements**, significantly increasing the number of pages within your training limit.  
  - Example: One user expanded their chatbot's training set from **600 to 3,500 pages** by removing redundant content—without losing critical information.  

These upgrades ensure your chatbot can **train more effectively on both public and authenticated pages**, delivering **refined and high-quality responses**.  
📖 **Check the Page Options in our cookbook** for detailed configuration steps.  

---

## 🔄 **Automated Website Retraining**  

Keep your chatbot's knowledge base **up to date—automatically!**  

### How It Works  
Once your chatbot is trained on website URLs, you can set up a **cron job** to periodically fetch new content and retrain the chatbot.  

- **Entry Plan:** Monthly retraining  
- **Standard Plan & Above:** Weekly or daily retraining  

### Customization Options  
- **Choose Your Crawl Type:**  
  - **List Mode**: Keeps the existing structure intact.  
  - **Automatic Mode** & **Sitemap Mode**: Identify and remove outdated pages.  
- **Apply Page Options:**  
  - Extract only **relevant content** to improve training quality.  

### Scrape Credit Usage  
To maintain efficiency for all users, **each scraped page URL will consume scrape credits**.  

---

## - ✅ **Get Started Today**  
1️⃣ Enable **scraping for authenticated pages** in your chatbot settings.  
2️⃣ Set up a **cron job** to automate website retraining.  
3️⃣ Optimize training by configuring **Page Options** for cleaner, more focused content extraction.  

Check the [Page Options](https://cookbook.chat-data.com/docs/train-with-your-data#page-options) and [Automated Website Retraining](https://cookbook.chat-data.com/docs/train-with-your-data#automated-website-retraining) page for more details.
---

Enhanced Scraping & Automated Website Retraining

export const article = {
  author: 'Samuel Su',
  date: '2024-10-04',
  title: `Multi-modal Inputs`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['multi-modal', 'inputs', 'chatbot', 'ai', 'customerservice'],
  thumbnail,
  preview:
    `
Introducing Multi-modal Inputs: Upload files and images during chat interactions for enhanced AI responses based on your training data.

## Key Features

- **File & Image Support**
  - Available in Standard plan and above
  - Enable in Settings > Chat Interface
  - Real-time file/image uploads during chats

- **RAG Processing**
  - Files: Extracts and analyzes content against knowledge base
  - Images: Performs text extraction and context matching
  - Customizable image analysis prompts

- **Live Chat Integration**
  - File/image sharing between customers and agents
  - Email notifications for offline sharing

## Setup
1. Upgrade to Standard plan or higher
2. Enable in Settings > Chat Interface
3. Configure prompts and test with the Sparkles icon
`,
};


We're thrilled to announce the launch of Multi-modal Inputs—a powerful new feature that enhances your chatbot's capabilities by enabling file and image uploads during interactions. Now, your chatbot can analyze documents and images to provide insightful, contextually accurate responses based on your training data and base prompts.

## What's New

- **File & Image Uploads:**  
  - Activate Multi-modal Inputs in **Settings > Chat Interface** (available in Standard plan and above).
  - Upload files and images directly during chat interactions.

- **Enhanced AI Chat:**  
  - The chatbot now demonstrates its analytical prowess by examining uploaded documents and images, delivering precise responses to your queries.

- **Files RAG (Retrieval Augmented Generation):**  
  - Uploaded files are processed by extracting and analyzing content to find relevant matches in your knowledge base, ensuring accurate and contextual chatbot responses.

- **Images RAG:**  
  - **Two-step Image Processing:**
    1. **Text Extraction:** Extracts text content from uploaded images.
    2. **Context Matching:** Matches the extracted text against your knowledge base.
  - **Customizable Prompts:**  
    Tailor the text extraction prompt to capture only the relevant details. For example, if your store specializes in specific products, you can use a custom prompt:
    ```
    Create concise descriptions of products in the image, including product type, text, etc. Be very concise and straight to the point. Possible product types are:
    - magnet
    - ayna
    - baskili-kese
    - mert-sunnet-davetiye
    - greeting card
    ```
  - Test your custom prompt by clicking the Sparkles icon and uploading an image to view the extracted text.

- **Live Chat Enhancements:**  
  - Seamlessly exchange files and images between customers and live agents during chat sessions.
  - If either party is offline, the system automatically sends an email notification with the shared files and images to ensure uninterrupted communication.

## Get Started

1. **Upgrade:** Ensure you're on the Standard plan or above.
2. **Activate:** Navigate to **Settings > Chat Interface** to enable Multi-modal Inputs.
3. **Customize & Test:** Adjust your base prompts as needed, and test image uploads using the Sparkles icon.

Check the [Multi-modal Inputs](https://cookbook.chat-data.com/docs/multi-modal-inputs) page for more details.

Multi-modal Inputs

export const article = {
  author: 'Samuel Su',
  date: '2024-10-01',
  title: `Bidirectional Website & Chatbot Communication`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['postMessage', 'integration', 'personalization', 'authentication', 'events'],
  thumbnail,
  preview:
    `
Introducing bidirectional communication between your website and AI chatbot for personalized user experiences.

## 🔄 Key Features

### **📡 Website to Chatbot**
- Send authenticated user data via postMessage API
- Enable personalized chatbot responses
- Access user-specific metrics for targeted interactions

**🚀 Demo:** Try asking **What is my name?** or **Double my lucky number** on our [Demo Website](https://openai-assistant-demo.chat-data.com/)

### **📩 Chatbot to Website**
Listen for events from the chatbot widget:
- Chat interactions
- Live chat escalation
- Widget state changes
- Lead form submissions

Your website can respond dynamically to these events with personalized UI updates and pop-ups.

## - ✅ Quick Setup
1. Implement postMessage API for user data
2. Add event listeners for chatbot interactions
3. Test on our [Demo Website](https://openai-assistant-demo.chat-data.com/)
`,
};


We're excited to introduce a powerful new feature that enables **seamless two-way data exchange** between your website and AI chatbot. This update allows your chatbot to provide **personalized interactions** based on user information, creating a **more engaging and tailored experience** for every visitor.  

---

## 🔄 **How It Works**  

### **📡 Send User Information from Website to Chatbot**  
- If your website uses **user authentication**, you can now transmit user details to the chatbot via the **postMessage API**.  
- This eliminates redundant data collection and enhances personalization.  
- Example: If your website provides **diagnostic tools**, the chatbot can access user-specific metrics to answer follow-up queries.  

**🚀 Try it Live:** Visit our **[Demo Website](https://openai-assistant-demo.chat-data.com/)** to see this feature in action!  
- Enter your user information.  
- The chatbot will recognize details like your **lucky number** and respond accordingly.  
- Ask **"What is my name?"** or **"Double my lucky number"** to see real-time personalization in effect.  

This demonstrates how syncing user data **enhances chatbot interactions** and creates a customized user experience.  

---

### **📩 Receive PostMessage Events from Chatbot to Website**  
When embedding our chatbot as a **widget bubble or iframe**, your website can now listen for these chatbot events:  
- ✅ **Chat events** – Track user interactions.  
- ✅ **Live chat escalation** – Detect when a user requests human support.  
- ✅ **Minimize widget** – Monitor when the chatbot is hidden.  
- ✅ **Lead submission** – Capture user contact details.  

**🚀 Try it Live:** Visit our **[Demo Website](https://openai-assistant-demo.chat-data.com/)** to see real-time postMessage events in action!  
- Click **"Clear Lead Info"** to reset.  
- Start a conversation with the chatbot.  
- When submitting a lead form, the website will **instantly display** the captured user details.  

This feature enables **real-time website responses** based on chatbot interactions, allowing you to:  
✨ Display **personalized pop-ups** featuring the user's name and email.  

Check the [PostMessage Events](https://cookbook.chat-data.com/docs/postmessage-events) page for more details.

Bidirectional Website & Chatbot Communication

export const article = {
  author: 'Samuel Su',
  date: '2024-09-25',
  title: `Introducing Zapier/Make Integration`,
  tagLink: 'insights',
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['Zapier', 'Make', 'Integration', 'Automation', 'CRM', 'API', 'Chatbot'],
  thumbnail,
  preview:
    `
We're excited to announce a powerful new addition to Chat Data: a Zapier/Make integration that bridges the gap between our native chatbot capabilities and your favorite apps. This integration empowers your chatbot to act as your personal AI agent—helping you draft emails, create CRM tickets, and automate workflows.

## What's New:
- **Extended App Connectivity:**  
  Connect to Gmail, HubSpot, WhatsApp, and more through our Zapier/Make integration bridge.

- **Triggering Events:**  
  - **Lead Submission:** Activates when a new lead is submitted.  
  - **Live Chat Escalation:** Fires when a live chat escalation is requested.  
  - **New Message:** Triggers when a new message is received.

- **New API Actions:**  
  Create chatbots, send messages, and update base prompts with our new API endpoints.

Get started quickly with 15 pre-built templates for lead tracking, email follow-ups, and live chat monitoring. Retrieve your API key from account settings to begin automating today!
`,
};


We're excited to announce a powerful new addition to Chat Data: a Zapier/Make integration that bridges the gap between our native chatbot capabilities and the multitude of apps you love. This integration empowers your chatbot to act as your personal AI agent—helping you draft emails, create CRM tickets, respond to messages, and much more.

## What’s New:
- **Extended App Connectivity:**  
  While our native integrations cover a select few major apps, the Zapier/Make integration lets you connect to many more services—including Gmail, HubSpot, WhatsApp, and SMS gateways—by serving as the automation bridge.

- **Triggering Events (Available on Standard & Professional Plans):**  
  - **Lead Submission:** Activates when a new lead is submitted.  
  - **Live Chat Escalation:** Fires when a live chat escalation is requested.  
  - **New Message:** Triggers when a new message is received.

- **New API Actions:**  
  - **Create a Chatbot:** Easily spin up a new chatbot if you're under your allocation limit.  
  - **Send a Message:** Interact with your chatbot and receive a response in real time.  
  - **Update Base Prompt:** Modify the chatbot’s base prompt to tailor its behavior to your needs.

- **Easy Setup with Integration Portal:**  
  Manage your Zapier integration flows directly within the Integration tab. Plus, get started quickly with 15 pre-built templates designed for various use cases—from lead tracking and email follow-ups to live chat monitoring and more.

## Use Cases at a Glance:
- **Monitor and Act on Chat Messages:**  
  Automatically store, analyze, and respond to user messages.
- **Seamless CRM Integration:**  
  Record new leads in your CRM (e.g., HubSpot, Zendesk) or trigger follow-up emails via SendGrid or Gmail.
- **Efficient Escalation Handling:**  
  Redirect live chat escalation requests to your team through SMS, email, or ticketing systems.
- **Daily Digest Automation:**  
  Turn daily Gmail digests into actionable to-do lists using a temporary base prompt.
- **Cross-Platform Messaging:**  
  Respond to messages on Slack or SimpleTexting, ensuring you never miss a beat.

Check the [Zapier Integration](https://cookbook.chat-data.com/docs/zapier-integration) and [Make Integration](https://cookbook.chat-data.com/docs/make-integration) page for more details.

Introducing Zapier/Make Integration

export const article = {
  author: 'Samuel Su',
  date: '2024-09-17',
  title: `Seamless Live Chat Takeover for WhatsApp, Messenger, and Instagram!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['WhatsApp', 'Messenger', 'Instagram', 'LiveChat', 'CustomerSupport', 'AI'],
  thumbnail,
  preview:
    `
We’re excited to announce a major upgrade to our live chat experience—**human agents can now seamlessly take over conversations from the AI** across **WhatsApp, Messenger, and Instagram**!  

### 🔥 **What’s New?**  
Previously, WhatsApp’s AI integration restricted live interactions once a phone number was connected. Now, with this update, you can personally step in and handle complex customer queries across all three platforms!  

### 💡 **How It Works:**  
- ✅ **Live Chat Control** – Select any conversation thread in the Live Chat dashboard.  
- ✅ **AI Toggle** – Disable the AI chatbot while engaging with the customer to prevent interruptions.  
- ✅ **Direct Messaging** – Your responses will be delivered straight to the customer’s app (WhatsApp, Messenger, or Instagram).  
- ✅ **Offline Notifications** – If the AI is disabled and you’re offline, you’ll receive an email alert with a chat link whenever a customer replies.  

This update ensures a **seamless handoff between AI automation and human support**, giving your customers the **best of both worlds!** 🎉  
`,
};


We’re excited to announce a major upgrade to our live chat experience—**human agents can now seamlessly take over conversations from the AI** across **WhatsApp, Messenger, and Instagram**!  

### 🔥 **What’s New?**  
Previously, WhatsApp’s AI integration restricted live interactions once a phone number was connected. Now, with this update, you can personally step in and handle complex customer queries across all three platforms!  

### 💡 **How It Works:**  
- ✅ **Live Chat Control** – Select any conversation thread in the Live Chat dashboard.  
- ✅ **AI Toggle** – Disable the AI chatbot while engaging with the customer to prevent interruptions.  
- ✅ **Direct Messaging** – Your responses will be delivered straight to the customer’s app (WhatsApp, Messenger, or Instagram).  
- ✅ **Offline Notifications** – If the AI is disabled and you’re offline, you’ll receive an email alert with a chat link whenever a customer replies.  

This update ensures a **seamless handoff between AI automation and human support**, giving your customers the **best of both worlds!** 🎉

Seamless Live Chat Takeover for WhatsApp, Messenger, and Instagram!

export const article = {
  author: 'Samuel Su',
  date: '2024-09-09',
  title: `Introducing Dynamic Suggested Questions`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: [],
  thumbnail: dynamicSuggestedQuestionsExample,
  preview:
    `
### 🔥 Why It Matters  

- ✅ **Personalized Experience** – Suggestions adapt to the user’s latest query for a more natural conversation flow.  
- ✅ **Increased Efficiency** – Users can quickly select relevant questions instead of typing them out.  
- ✅ **Higher Engagement & Conversions** – Contextually appropriate options guide users toward meaningful interactions.  
- ✅ **Seamless Updates** – No need to manually update static question sets—our AI handles it dynamically!  
- ✅ **Better User Experience** – Minimize irrelevant or repetitive suggestions to keep conversations smooth.  

### 🛠️ **How to Enable?**  
Simply go to **Interface Settings** and turn on **Dynamic Suggested Questions** to activate it instantly!  

### 💬 **Where Will These Appear?**  
- 🔹 **Chat Widget:** Up to four real-time suggested questions will display inline, adapting to the conversation.  
- 🔹 **Messenger:** For Facebook Messenger, quick replies will be shown (limited to 20 characters due to platform constraints).  

🔗 **Learn More:** [Dynamic Suggested Questions Documentation](https://cookbook.chat-data.com/docs/dynamic_suggested_questions)
`,
};


We’re thrilled to launch **Dynamic Suggested Questions**, a game-changing feature designed to make chatbot interactions more **intuitive, engaging, and personalized**!  

### 🔥 Why It Matters  

- ✅ **Personalized Experience** – Suggestions adapt to the user’s latest query for a more natural conversation flow.  
- ✅ **Increased Efficiency** – Users can quickly select relevant questions instead of typing them out.  
- ✅ **Higher Engagement & Conversions** – Contextually appropriate options guide users toward meaningful interactions.  
- ✅ **Seamless Updates** – No need to manually update static question sets—our AI handles it dynamically!  
- ✅ **Better User Experience** – Minimize irrelevant or repetitive suggestions to keep conversations smooth.  

### 🛠️ **How to Enable?**  
Simply go to **Interface Settings** and turn on **Dynamic Suggested Questions** to activate it instantly!  


### 💬 **Where Will These Appear?**  
- 🔹 **Chat Widget:** Up to four real-time suggested questions will display inline, adapting to the conversation.  
- 🔹 **Messenger:** For Facebook Messenger, quick replies will be shown (limited to 20 characters due to platform constraints).  
🔗 **Learn More:** [Dynamic Suggested Questions Documentation](https://cookbook.chat-data.com/docs/dynamic_suggested_questions)  

Ready to enhance your chatbot’s responsiveness? **Enable Dynamic Suggested Questions today!** 🚀

Introducing Dynamic Suggested Questions

export const article = {
  author: 'Samuel Su',
  date: '2024-09-02',
  title: `Introducing QR Code Sharing`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['qr code', 'sharing', 'chatbot', 'widget', 'iframe', 'customization', 'branding'],
  thumbnail,
  preview:
    `
We’re excited to launch a **new way to share your chatbot effortlessly—QR Code Sharing!** Now, you can generate a QR code for your chatbot and let customers connect with you instantly by simply scanning it.  

### 📌 Why Use QR Codes?  

- 🔹 **Instant Access** – Customers can connect with your chatbot in seconds.  
- 🔹 **Personalized Experiences** – Gather insights to enhance user engagement.  
- 🔹 **Cost-Effective Support** – Automate FAQs and routine queries to save resources.  
- 🔹 **24/7 Availability** – Provide seamless support anytime, anywhere.  
- 🔹 **Versatile Applications** – Use it for product info, bookings, feedback, and more.  
- 🔹 **Enhanced Marketing** – Run loyalty programs and promotions with ease.  

### 🔧 How to Get Started?  

1️⃣ **Generate Your QR Code** – Click the **"Share"** button in your chatbot dashboard, and your QR code will be created automatically.  
2️⃣ **Download the QR Code** – Save it in your preferred format.  
3️⃣ **Utilize It Across Channels** – Print it on business cards, product packaging, advertisements, digital displays, and more!  

By leveraging QR codes, you can **boost customer interactions, streamline operations, and grow your business effortlessly.**  
`,
};


We’re excited to launch a **new way to share your chatbot effortlessly—QR Code Sharing!** Now, you can generate a QR code for your chatbot and let customers connect with you instantly by simply scanning it.  

### 📌 Why Use QR Codes?  

- 🔹 **Instant Access** – Customers can connect with your chatbot in seconds.  
- 🔹 **Personalized Experiences** – Gather insights to enhance user engagement.  
- 🔹 **Cost-Effective Support** – Automate FAQs and routine queries to save resources.  
- 🔹 **24/7 Availability** – Provide seamless support anytime, anywhere.  
- 🔹 **Versatile Applications** – Use it for product info, bookings, feedback, and more.  
- 🔹 **Enhanced Marketing** – Run loyalty programs and promotions with ease.  

### 🔧 How to Get Started?  

1️⃣ **Generate Your QR Code** – Click the **"Share"** button in your chatbot dashboard, and your QR code will be created automatically.  
2️⃣ **Download the QR Code** – Save it in your preferred format.  
3️⃣ **Utilize It Across Channels** – Print it on business cards, product packaging, advertisements, digital displays, and more!  

By leveraging QR codes, you can **boost customer interactions, streamline operations, and grow your business effortlessly.**  

💡 **Ready to enhance your chatbot’s reach? Generate your QR code today!** 🚀

Introducing QR Code Sharing

export const article = {
  author: 'Samuel Su',
  date: '2024-08-26',
  title: `Introducing Business Profile Settings!`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['business profile', 'settings', 'social links', 'email', 'widget', 'iframe', 'customization', 'branding'],
  thumbnail,
  preview:
    `
We're excited to announce the launch of **Business Profile Settings**, a powerful new feature that lets you create a dedicated business profile within your chatbot widget.  

### 🌟 What's New?  

- 🔹 **Profile Description** – Showcase your business with a detailed description of your history, mission, and offerings.  
- 🔹 **Social Links** – Add up to 5 social media links to connect with your customers.  
- 🔹 **Action Items** – Display up to 5 key action links on your business profile page.  
- 🔹 **Flexible Display Options** – Choose whether to enable the business profile in an **iframe** or the chatbot **widget**. You can also set the **Business Profile as the first view** before the chatbot interface.  
- 🔹 **Direct Message to Email** – (Available on Standard plans and above) Enable customers to send messages directly to your registered email, ensuring no inquiry goes unnoticed.  

### 📌 How to Get Started?  
Head to **Your Business Profile Settings** to set up your profile and start engaging with customers in a more professional and personalized way!  

🔄 **Seamless Switching**: Customers can easily switch between the chatbot and the business profile interface with a single click on the top-left icon of the chatbot widget.  

This feature enhances your chatbot experience by making it easier than ever to **showcase your brand and engage with potential customers**.  

**Start setting up your Business Profile today!** 🚀  
`,
};


We're excited to announce the launch of **Business Profile Settings**, a powerful new feature that lets you create a dedicated business profile within your chatbot widget.  

### 🌟 What’s New?  

- 🔹 **Profile Description** – Showcase your business with a detailed description of your history, mission, and offerings.  
- 🔹 **Social Links** – Add up to 5 social media links to connect with your customers.  
- 🔹 **Action Items** – Display up to 5 key action links on your business profile page.  
- 🔹 **Flexible Display Options** – Choose whether to enable the business profile in an **iframe** or the chatbot **widget**. You can also set the **Business Profile as the first view** before the chatbot interface.  
- 🔹 **Direct Message to Email** – (Available on Standard plans and above) Enable customers to send messages directly to your registered email, ensuring no inquiry goes unnoticed.  

### 📌 How to Get Started?  
Head to **Your Business Profile Settings** to set up your profile and start engaging with customers in a more professional and personalized way!  

🔄 **Seamless Switching**: Customers can easily switch between the chatbot and the business profile interface with a single click on the top-left icon of the chatbot widget.  

This feature enhances your chatbot experience by making it easier than ever to **showcase your brand and engage with potential customers**.  


**Start setting up your Business Profile today!** 🚀

Introducing Business Profile Settings!

export const article = {
  author: 'Samuel Su',
  date: '2024-08-09',
  title: `Lazy Live Chat Triggering`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['live', 'chat', 'triggering', 'escalation'],
  thumbnail,
  preview: `
Introducing **Lazy Live Chat Escalation** - Smart control over when human support is triggered.

### Key Features

- **Smart Triggering:** Live chat button appears only when needed (e.g., chatbot can't answer, user requests human support)
- **Quick Setup:** Enable via **Settings > Live Chat** with customizable trigger conditions

### Dashboard & Notifications
- **Real-time Alerts:** Email and Zendesk notifications for escalation requests
- **Chat Management:** 
  - Filter by status (Unrequested/Unassigned/Open/Ended)
  - Track customer status and information
  - View chat history

### Communication
- **Automated Notifications:** Email alerts when either party sends messages while the other is offline
- **Dedicated Portals:** Separate URLs for agents and customers to continue conversations
- **Closed State:** Optional message when chat ends, prompting widget refresh

Enable this feature to ensure human support is available exactly when needed.
`,
};


**Lazy Live Chat Escalation Feature Launch!**

We're excited to introduce our new **Lazy Live Chat Escalation** feature, giving you more control over when live chat support is triggered. Now, instead of immediately displaying the live chat escalation button, you can set conditions to delay escalation until it's truly needed.

### What's New?

- **Easy Setup:**  
  Activate Lazy Live Chat Escalation by navigating to the **Live Chat** section under **Settings** and toggling on the feature. You can also customize the default triggering conditions to fit your workflow.



- **Delayed Escalation Trigger:**  
  Live chat escalation is activated only when specific conditions are met—such as when the chatbot doesn't have an answer or if the user explicitly requests human support.


- **Seamless User Experience:**  
  - The live chat escalation button is hidden until the preset conditions are satisfied.
  - Once the escalation is triggered, a dedicated live chat session begins.
  - After the live chat ends, you can display a **Closed State Message** to inform customers they need to refresh the chatbot widget for a new conversation.


### Handling Live Chat Escalation

- **Notifications:**  
  - Receive timely alerts via email or Zendesk ticket when a live chat escalation is requested.
  - Future updates will introduce SMS and app notifications for even faster alerts.
- **Live Chat Dashboard:**  
  Manage all escalated chats at your live chat dashboard:
  - **Retrieve chat history** within a specified date range.
  - **Filter chats** by status: Unrequested, Unassigned, Open, or Ended.
  - **View online status** indicators (green for active customers, red for offline) along with customer IP addresses, countries, and submitted lead information.


- **Enhanced Messaging Workflow:**  
  - **New Message to Customer:** When an agent responds after the customer has left the widget, an email notification is sent to the customer.
  - **New Message to Agent:** When a customer responds after the agent has exited the admin portal, the agent receives an email notification.

- **Dedicated Chat Portals:**  
  - **Agent Portal:** Use the unique URL provided in the notification to handle live chats in a dedicated admin portal (no login required, white-label friendly).
  - **Customer Portal:** Customers can also access their own dedicated portal via a unique URL to continue the conversation.

This feature offers you greater flexibility in managing live chat escalations—ensuring that human support is activated exactly when it's needed.

**Happy Chatting!**

Lazy Live Chat Triggering

export const article = {
  author: 'Samuel Su',
  date: '2024-07-25',
  title: `Sender Email White Labeling`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['email', 'white', 'labeling', 'chatbot'],
  thumbnail,
  preview:
    `
we are excited to launch the **Sender Email White Labeling** feature for you.

Previously, all our notification emails—including daily conversation summaries, daily leads summaries, live chat escalation notifications, and new message notifications—were sent from Chat Data's email address. This approach didn't align with the branding needs of our white labeling customers who wish to represent everything under their own brand.

**Introducing Email White Labeling**

If you are on our **Reseller** or **Professional** plan, you can now configure this feature by navigating to **Settings > White Labeling**. Follow these simple steps:

1. **Add a Customer Email:** Input the email address you want your notifications to be sent from.
2. **Update Your DNS:** Update your DNS settings as indicated in the provided table.
3. **Enjoy Rebranded Notifications:** All emails related to your chatbot will now be sent from your specified email address instead of Chat Data’s.

For example, a live chat escalation notification will now reflect your own brand’s email address, giving your communications a more personalized and professional touch.

We believe this enhancement makes white labeling more complete and thorough. Stay tuned—more email notification options will be added in the future to further enhance your branding impact.

`,
};


we are excited to launch the **Sender Email White Labeling** feature for you.

Previously, all our notification emails—including daily conversation summaries, daily leads summaries, live chat escalation notifications, and new message notifications—were sent from Chat Data's email address. This approach didn't align with the branding needs of our white labeling customers who wish to represent everything under their own brand.

**Introducing Email White Labeling**

If you are on our **Reseller** or **Professional** plan, you can now configure this feature by navigating to **Settings > White Labeling**. Follow these simple steps:

1. **Add a Customer Email:** Input the email address you want your notifications to be sent from.
2. **Update Your DNS:** Update your DNS settings as indicated in the provided table.
3. **Enjoy Rebranded Notifications:** All emails related to your chatbot will now be sent from your specified email address instead of Chat Data’s.


For example, a live chat escalation notification will now reflect your own brand’s email address, giving your communications a more personalized and professional touch.


We believe this enhancement makes white labeling more complete and thorough. Stay tuned—more email notification options will be added in the future to further enhance your branding impact.

Sender Email White Labeling

export const article = {
  author: 'Samuel Su',
  date: '2024-07-16',
  title: `Teams Management`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['team', 'management', 'collaboration', 'chatbot'],
  thumbnail,
  preview:
    `
We're excited to introduce **Team Management** for better chatbot collaboration!

### Key Features

- **Team Size Limits:** Free (0), Entry (5), Standard (20), Professional (1000) members
- **Access Management:** Manage team members through the **Settings > Members** tab

### Permission Levels
- **Read:** View configurations and chat
- **Train:** Train chatbot
- **Full:** Edit configurations, train, and integrate
- **Admin:** Full access plus member management
- **Owner:** Complete control with ownership transfer rights

### Quick Start
1. Go to **Settings > Members**
2. Click **Invite a member**
3. Enter email and set permissions

*Note: Invitees must have a Chat Data account*

Learn more about team management from our docs → [Invite Team Members](https://cookbook.chat-data.com/docs/invite-team-members)
`,
};


We’re excited to introduce our new **Team Management** feature—designed to help you collaborate more effectively on managing your chatbot!

### What’s New?

- **Invite & Collaborate:**  

- **Streamlined Management:**  
  Access the **Members** section via your chatbot’s **Settings** tab to view the current list of team members, their roles, and permission details.

- **Simple Invitation Process:**  
  - Click **Invite a member**.
  - Enter the member’s email address.
  - Select the appropriate permission level.
  - Hit **Invite** to send the invitation.  
  *Note: Invitations will work only if the invitee has signed up for Chat Data. Otherwise, they’ll receive a sign-up link, and you’ll need to invite them again once they’re registered.*

- **Flexible Permission Levels:**  
  Assign roles based on what your team member needs:
  - **Read:** View configurations and chat on the admin panel.
  - **Train:** Train the chatbot without altering configurations.
  - **Full:** Edit configurations, train the chatbot, and integrate with third-party platforms (cannot manage team members or delete the chatbot).
  - **Admin:** Full access plus the ability to invite/edit members and delete the chatbot.

- **Defined Roles:**  
  - **Owner:** Holds full access with admin privileges, including member management and the ability to transfer ownership.
  - **Member:** Operates within the permissions assigned.  
  *Remember: Only the Owner can transfer ownership, and the Owner automatically retains admin-level access.*
### Getting Started:

1. **Navigate** to your chatbot’s **Settings** tab.
2. **Access** the **Members** section.
3. **Invite** new members by clicking **Invite a member** and following the steps.

Learn more about team management from our docs → [Invite Team Members](https://cookbook.chat-data.com/docs/invite-team-members)

**Happy Collaborating!**

Teams Management

export const article = {
  author: 'Samuel Su',
  date: '2024-07-01',
  title: `Audio Input & Output Feature Launch!`,
  tagLink: 'insights',
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['audio', 'input', 'output', 'chatbot'],
  thumbnail,
  preview:
    `
### What’s New?

- **Speak & Hear:**  
  Users can now click the microphone icon in the chatbot widget—or in Messenger, WhatsApp, Instagram, Discord, and Slack integrations—to speak directly with your chatbot. Once the chatbot responds, simply click the text to hear the transcribed audio.

- **Multilingual Capabilities:**  
  - Audio input now supports **159 locales**.  
  - Enjoy responses with one of **519 voices across 152 locales**.  
  - Our multilingual voice detection and audio player ensure a seamless experience.

- **Customizable Settings:**  
  This feature is automatically enabled for all paid customers at no extra cost with these default settings:  
  - **Default Locales:** en-US, zh-CN, and es-ES  
  - **Default Voice:** en-US-RyanMultilingualNeural  
  To adjust your preferred locales (up to four for voice-to-text detection) and voices, simply go to **Settings > Chat Interface**. You can also disable the feature if desired.

### How It Works:

1. **Activate Audio:**  
   Click the microphone icon to speak with your chatbot.
2. **Multiplatform Support:**  
   Enjoy audio interactions across our chatbot widget and popular platforms like Messenger, WhatsApp, Instagram, Discord, and Slack.
3. **Listen to Responses:**  
   After receiving a text response, click on it to hear the audio output in your selected voice.
`,
};


We're excited to introduce our new **Audio Input and Output** capability, enabling your users to interact with your chatbot using their voice and hear responses in the voice of your choice.

### What’s New?

- **Speak & Hear:**  
  Users can now click the microphone icon in the chatbot widget—or in Messenger, WhatsApp, Instagram, Discord, and Slack integrations—to speak directly with your chatbot. Once the chatbot responds, simply click the text to hear the transcribed audio.

- **Multilingual Capabilities:**  
  - Audio input now supports **159 locales**.  
  - Enjoy responses with one of **519 voices across 152 locales**.  
  - Our multilingual voice detection and audio player ensure a seamless experience.

- **Customizable Settings:**  
  This feature is automatically enabled for all paid customers at no extra cost with these default settings:  
  - **Default Locales:** en-US, zh-CN, and es-ES  
  - **Default Voice:** en-US-RyanMultilingualNeural  
  To adjust your preferred locales (up to four for voice-to-text detection) and voices, simply go to **Settings > Chat Interface**. You can also disable the feature if desired.

### How It Works:

1. **Activate Audio:**  
   Click the microphone icon to speak with your chatbot.
2. **Multiplatform Support:**  
   Enjoy audio interactions across our chatbot widget and popular platforms like Messenger, WhatsApp, Instagram, Discord, and Slack.
3. **Listen to Responses:**  
   After receiving a text response, click on it to hear the audio output in your selected voice.

We believe this feature will greatly enhance the way users interact with your chatbot. As always, we appreciate your feedback—let us know how the new audio experience works for you!

**Happy Chatting!**

Audio Input & Output Feature Launch!

export const article = {
  author: 'Samuel Su',
  date: '2024-06-17',
  title: `WhatsApp Integration & Enhancements`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['whatsapp', 'integration', 'livechat', 'ai', 'customerservice'],
  thumbnail,
  preview: `
We're introducing a streamlined WhatsApp integration for Chat Data chatbots, offering enhanced control over customer communications.

## Key Features:

- **Dedicated WhatsApp Number:** Exclusive phone number for your chatbot
- **Quick Setup:** Simple Facebook-based integration process with 1000 free monthly messages
- **Alternative Integration:** System user access token method for advanced users
- **Live Chat Support:** Seamless handover from AI to human agents when needed
- **Smart Pause Feature:** Automatically route messages to email during initial setup

Get started by connecting your WhatsApp account through the Integrations tab on your Dashboard. Note: Your WhatsApp number must be exclusively dedicated to the chatbot service.
`,
};


We're excited to introduce new updates that streamline how you connect WhatsApp with your Chat Data chatbot. These enhancements not only simplify the integration process but also offer greater control and flexibility in managing customer communications.

## Key Updates:

- **Exclusive Phone Number Usage:**  
  - The WhatsApp phone number connected to your chatbot is now reserved exclusively for chatbot use—it cannot be used on WhatsApp or WhatsApp Business.
  - **Action Required:** If you are already using the number with WhatsApp, delete your account or disable two-step verification (for Meta Developer accounts) to free up the number.

- **Simplified WhatsApp Connection Process:**  
  - **Seamless Integration:** Navigate to Dashboard > [Chatbot] > Integrations and select the WhatsApp integration card.
  - **Embedded Signup Flow:**  
    1. Click **Connect** in the pop-up window.
    2. Sign in with your personal Facebook account.
    3. Click **Get started** and choose or create a business profile.
    4. Set up or select an existing WhatsApp business profile.
    5. Add a phone number (it's best to have just one associated number).
    6. Click **Continue**, allow for information verification, and then click **Finish**.
  - Enjoy up to 1000 free messages each month—add a payment method in Meta billing settings for additional messaging.

- **System User Access Token Signup Process:**  
  - **Fallback Integration:** In case you encounter Facebook authorization issues during the embedded signup:
    1. Develop your WhatsApp application following Meta's guidance.
    3. Go to the Integrations tab in your chatbot menu, click **Add to WhatsApp**, and enter your access token.
    4. Add and verify your phone number.
    5. Set up the callback URL in your WhatsApp App to subscribe to message events.

- **Live Chat Handover:**  
  - When the AI chatbot cannot provide a satisfactory response, you can take over with our live chat panel.
  - As a human agent, use the Live Chat dashboard or filter WhatsApp conversations to select the desired thread.
  - Turn off the AI chatbot for that conversation to ensure only your response is sent to the customer.
  - If the customer replies while you're offline, you'll receive an email with a link to the chat portal.

- **Automatic AI Chatbot Pause:**  
  - Configure an automatic pause (up to 1 week) during WhatsApp integration. During this period, customer messages bypass the AI and go directly to you via email notifications.
  - The AI chatbot will automatically resume after the specified duration.

## Get Started:
- **Existing WhatsApp Users:**  
  Follow the preliminary steps to delete your WhatsApp account or disable two-step verification so your number is free for integration.
- **New WhatsApp Integration:**  
  Simply head to the Integrations tab on your Dashboard and follow the guided steps to connect your WhatsApp account.

Check the [WhatsApp Integration](https://cookbook.chat-data.com/docs/whatsapp-integration) page for more details.

WhatsApp Integration & Enhancements

export const article = {
  author: 'Samuel Su',
  date: '2024-06-01',
  title: `Facebook Messenger Integration`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['messenger', 'integration', 'livechat', 'ai', 'customerservice'],
  thumbnail,
  preview:
    `
We're excited to introduce Facebook Messenger integration for your chatbot, enabling direct customer communication through your Facebook Pages. This update combines AI automation with human takeover capabilities and includes batch messaging support through our Make workflow template.

## Key Features:

- **Facebook Messenger Integration:**  
  - Connect your chatbot to Facebook Pages
  - Automated responses with human takeover option
  - Batch messaging support via Make workflow

- **Quick Setup:**  
  - Connect through Dashboard > [Chatbot] > Integrations
  - Select your Facebook Page and grant permissions
  - Test via QR code or INBOX link

- **Important Notes:**  
  - Access token requires renewal every 60 days (email reminder sent 10 days prior)
  - Switch between AI and human responses through Live Chat dashboard
  - Configure automatic AI pause (up to 1 week) during setup
  - Messages handled through INBOX (Facebook) won't sync with Chat Data
  - Offline notifications available through Chat Data's interface
`,
};


We're excited to introduce our latest integration that empowers your custom chatbot to connect directly with customers through your Facebook Pages. This powerful update not only automates responses but also gives you the flexibility to seamlessly take over conversations when needed, striking the perfect balance between efficiency and personal engagement. Plus, our new Make workflow template enables batch messaging for even more effective outreach.

## What's New:

- **Direct Communication via Facebook Messenger:**  
  - Connect your chatbot to your Facebook Pages and automate responses while retaining the ability for direct human takeover.
  - Leverage our Make workflow template to send messages in batches, expanding your reach to multiple customers simultaneously.

- **Streamlined Integration Process:**  
  - **Step 1:** Navigate to **Dashboard > [Chatbot] > Integrations** and select the Messenger integration card.
  - **Step 2:** Click the **Connect** button in the pop-up window.
  - **Step 3:** Grant permission for Chat Data to use your information (or choose **Edit Previous Settings** to modify your selection).
  - **Step 4:** Select the Facebook Page you want to connect and review the necessary permissions.
  - **Step 5:** Confirm the integration; a success message will appear along with your connected Facebook Page.
  - **Testing:** Scan the provided QR code or access the INBOX link to navigate to your Facebook Business Suite inbox for a live demo.

- **Manual Access Token Renewal:**  
  - **Important:** The Messenger integration requires manual renewal of the access token every 60 days.
  - You'll receive a notification email 10 days before the token expires. Renew manually to extend its validity for another 60 days.

- **Enhanced Live Chat Handover:**  
  - Switch from AI responses to direct human chat effortlessly:
    - Use the INBOX link or Chat logs Dashboard to access and respond to Messenger conversations.
    - If you have live chat enabled, select the conversation from the Live Chat dashboard or filter by Messenger conversations.
    - **Tip:** Turn off the AI chatbot for a conversation to ensure only your human response is sent.
  - When offline, if a customer responds while the AI is off, you'll receive an email with a link to the chat portal for prompt follow-up.

- **Automatic AI Chatbot Pause:**  
  - Configure an automatic pause (up to 1 week) during Messenger integration setup.
  - During the pause, customer messages bypass the AI and go directly to you via email notifications.
  - **Note:** This feature works exclusively with Chat Data's native live chat interface, as Facebook's Business Platform does not relay messages to Chat Data.

- **Understanding INBOX vs. Live Chat Dashboard:**  
  - **INBOX (Facebook Interface):** Messages sent here while the AI is off are managed by Facebook and will not be captured by Chat Data.
  - **Live Chat Dashboard (Chat Data Interface):** Offers offline email notifications when you're not available, ensuring you never miss a conversation.

Check the [Facebook Messenger Integration](https://cookbook.chat-data.com/docs/messenger-integration) page for more details.

Facebook Messenger Integration

export const article = {
  author: 'Samuel Su',
  date: '2024-05-17',
  title: `Facebook Instagram Integration`,
  avatar: '/images/samuel_su_profile.png',
  hashtags: ['instagram', 'integration', 'livechat', 'ai', 'customerservice'],
  thumbnail,
  preview:
    `
We're excited to introduce Instagram integration for your chatbot, enabling direct customer communication through your Instagram business account. This update combines AI automation with human takeover capabilities for efficient customer service.

## Key Features:

- **Instagram Integration:**
  - Connect your Business/Creator Instagram account
  - Automated responses with human takeover option
  - Requires Facebook Page connection

- **Quick Setup:**
  - Prerequisites: Instagram Professional Account + connected Facebook Page
  - Connect through Dashboard > [Chatbot] > Integrations
  - Link your Instagram and Facebook accounts
  - Test via QR code or INBOX link

- **Important Notes:**
  - Access token requires renewal every 60 days (email reminder sent 10 days prior)
  - Switch between AI and human responses through Live Chat dashboard
  - Configure automatic AI pause (up to 1 week) during setup
  - Messages handled through INBOX (Facebook) won't sync with Chat Data
  - Offline notifications available through Chat Data's interface

`,
};


We're excited to introduce a new integration that empowers your custom chatbot to communicate directly with customers through your Instagram account. This update automates responses while allowing seamless human takeover for a perfect balance of efficiency and a personal touch.

## What's New

- **Direct Instagram Communication:**
  - Connect your Business/Creator Instagram account with Chat Data to manage inquiries and deliver automated responses.
  - Enjoy flexible engagement—your chatbot handles routine questions, but you can step in any time for a personal response.

- **Step-by-Step Integration Process:**
  - **Prerequisites:**
    - An Instagram Professional Account.
    - A Facebook Page connected to your Instagram account.
  - **Integration Steps:**
    1. Go to **Dashboard > [Chatbot] > Integrations** and select the Instagram integration card.
    2. Click the **Connect** button in the pop-up window.
    3. Sign in with your Facebook account and click **Continue**.
    4. Agree to connect your Instagram account with Chat Data, then enter your Instagram username and password, and click **Get started**.
    5. Choose the Facebook Page you want to link with your Instagram account.
    6. Review the selected Facebook Page and Instagram account (ensure the **Allow access to messages** option is checked) and click **Next**.
    7. If it's your first time connecting, you might need to repeat the login process to properly add your Instagram account.
    8. Click **Continue** for the final permissions review, then hit **Save** to complete the integration.
  - Once complete, your chatbot is ready to respond to all messages received through Instagram.

- **Testing & Verification:**
  - Scan the provided QR code (using a different Instagram account) to test messaging with your Instagram bot.
  - Alternatively, use the INBOX link to access your Facebook Business Suite Instagram inbox and directly manage customer interactions.

- **Manual Access Token Renewal:**
  - The Instagram integration requires manual renewal of the access token every 60 days.
  - A notification email will be sent 10 days before the token expires. Renew it manually to extend its validity for another 60 days.

- **Enhanced Live Chat Handover:**
  - Use the INBOX link or Chat Logs Dashboard to switch from AI-driven responses to direct human intervention.
  - When taking over a conversation, turn off the AI chatbot to ensure only your human response is sent.
  - If a customer replies while you're offline, you'll receive an email notification with a link to the chat portal.

- **Automatic AI Chatbot Pause:**
  - Configure an automatic pause (up to 1 week) during the integration setup. During this pause, customer messages bypass the AI and are sent directly to you with email notifications.
  - **Note:** This feature works exclusively with Chat Data's native live chat interface—not with Facebook's Business Platform.

- **INBOX vs. Live Chat Dashboard:**
  - **INBOX (Facebook Interface):**  
    Messages sent while the AI is off won't be captured by Chat Data, and no offline email notifications are sent.
  - **Live Chat Dashboard (Chat Data Interface):**  
    Provides offline email notifications to ensure you never miss a customer message.

Check the [Instagram Integration](https://cookbook.chat-data.com/docs/instagram-integration) page for more details.

Introducing AI Re-Engagement

Background

How it works

How to set up

Create Chatbots with your data

In just a few minutes, you can craft a customized AI representative tailored to yourself or your company.