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Account & security

3 articles

Account & security How long does ChatterMate retain my data on each plan? Free – 30 days; Base – 90 days; Pro – 1080 days. 1 min read Account & security How do I receive notifications about new chats or user activity? The platform provides advanced chat and user management with instant notifications to keep you updated. 1 min read Account & security How can I control what team members can see or do in ChatterMate? Role‑Based Access Control (RBAC) lets you assign granular permissions so each team member only accesses the resources they’re allowed to. 1 min read

Billing

4 articles

Billing How is pricing calculated per user for the paid plans? Base Plan costs $19.99 per user per month; Pro Plan costs $39.99 per user per month. 1 min read Billing How many agents are included in each pricing plan? Free Plan – 1 agent; Base Plan – 5 agents; Pro Plan – 10 agents. 1 min read Billing Where can I see the official pricing details? Pricing is listed on the public page at chattermate.chat/pricing . 1 min read Billing What limits do the plans have for knowledge sources and sub‑pages? Free: 1 knowledge source with 10 sub‑pages. Base: 5 knowledge sources, each up to 30 sub‑pages. Pro: 20 knowledge sources, each up to 30 sub‑pages. 1 min read

Comparison

1 article

Comparison What’s the difference between ChatterMate and a traditional chatbot like Chatwoot? Chatwoot is a human‑agent inbox with AI assistance, while ChatterMate is an AI‑first operator that answers from your knowledge base, takes actions… 1 min read

Customization

1 article

Customization How can I change the look and feel of the chat widget? Use the instant chat customization options in the dashboard to adjust colors, themes, layouts, fonts, widget position, and welcome messages. 1 min read

Data & privacy

1 article

Data & privacy Can I keep all customer data on my own servers? Absolutely. By self‑hosting ChatterMate (Docker or CLI) and using Ollama for the model, no data leaves your infrastructure. 1 min read

Developer tools

2 articles

Developer tools How can I create a Personal Access Token for CI pipelines using the CLI? Run chattermate token create <name> (e.g., chattermate token create ci-bot ) to mint a revocable token that the MCP server can use in automated… 1 min read Developer tools How does the MCP server let my AI agent perform actions during a chat? The MCP server (chattermate‑mcp) uses the Model Context Protocol and revocable Personal Access Tokens, letting the agent call external APIs, look up… 1 min read

Features

5 articles

Features Can I bring my own AI model to ChatterMate? Yes. You can connect OpenAI, Groq, Google AI, or Ollama models, or any compatible endpoint of your choice. 1 min read Features What can MCP tools do during a chat? MCP tools let the AI look up orders, issue refunds, create tickets, and call your custom APIs, enabling actions beyond just conversation. 1 min read Features What does the visual workflow builder let me create? It provides a drag‑and‑drop canvas with nodes such as Landing, Message, LLM, Condition, Form, Human Transfer, Wait, and End, plus versioning and… 1 min read Features Do the paid plans include analytics? Yes. Both the Pro and Enterprise plans provide analytics, while the free tier does not. 1 min read Features Which AI models can I connect to ChatterMate? You can use OpenAI GPT‑4, Groq Llama 3.3, Google AI Gemini family, or a self‑hosted Ollama model; you can switch providers at any time without code… 1 min read

General

1 article

General Is ChatterMate open source? Yes. The platform is open source and the code is available on GitHub at https://github.com/chattermate/chattermate.chat. 1 min read

Getting started

6 articles

Getting started How can I sign up for the free plan? Click Sign Up for Free at https://app.chattermate.chat/signup to create your account instantly. 1 min read Getting started Where can I find quick‑start documentation? Visit the quick‑start guide at https://docs.chattermate.chat/quickstart for step‑by‑step installation and configuration instructions. 1 min read Getting started Can I upload PDFs or website URLs as knowledge sources without coding? Yes, the no‑code knowledge base lets you upload PDFs or provide website URLs for automatic content extraction. 1 min read Getting started What software do I need before installing ChatterMate? You need Python 3.12+, PostgreSQL 14+ with the vector extension, Node.js 16+, a Firebase project for push notifications, and optionally Redis for… 1 min read Getting started Is there a way to test my agent’s responses before going live? Yes, after uploading knowledge sources you can test responses in real‑time directly from the dashboard. 1 min read Getting started What are the steps to get ChatterMate up and running on my website? Sign up with your email and access the dashboard instantly. Customize your agent’s personality, upload knowledge sources, and test responses. Embed… 1 min read

Installation

4 articles

Installation Do I need Docker to install ChatterMate via the CLI? Yes. The CLI installation requires Docker and Docker Compose in addition to Node.js 16+. 1 min read Installation What are the three ways to install ChatterMate? You can install ChatterMate via the CLI (recommended), using Docker Compose , or by following the manual installation steps. 1 min read Installation What are the system requirements for a manual ChatterMate installation? You need Python 3.12 or newer, PostgreSQL 14 with the vector extension, Node.js 16 or newer, a Firebase project for push notifications, and… 1 min read Installation How do I install the ChatterMate CLI on my machine? Install the chattermate‑sdk Python package. The recommended way is pipx install chattermate-sdk ; you can also use pip install chattermate-sdk . This… 1 min read

Integrations

6 articles

Integrations Which third‑party services does ChatterMate integrate with today? Built‑in integrations include Slack, Shopify, Jira, plus generic webhooks, a REST API, and MCP tools; Zendesk and Intercom are on the roadmap. 1 min read Integrations Can I sync captured leads to HubSpot or Salesforce? Yes. After a lead is captured, ChatterMate can automatically assign it to a rep and sync the data to HubSpot or Salesforce, as well as push… 1 min read Integrations How do I set up Slack notifications for new leads? Enable the Slack integration in your ChatterMate settings; once active, every new lead is pushed to a designated Slack channel automatically. 1 min read Integrations Is there a one‑click integration for Shopify? Yes. ChatterMate offers a one‑click Shopify install that lets the AI agent look up orders live in chat. See the Shopify guide on the integration page. 1 min read Integrations Which communication channels does the ChatterMate widget support? The widget works on your website and in Slack, and it can integrate with Shopify and Jira. For broader omnichannel support (email, WhatsApp,… 1 min read Integrations Where can I find the documentation to integrate ChatterMate with Shopify? Visit the Shopify Integration page: https://chattermate.chat/shopify-integration/ 1 min read

Lead capture

4 articles

Lead capture What does the “People” profile do with captured leads? Each captured lead creates a single profile in the People section, deduplicated by email and merged with any past visits, giving you a unified… 1 min read Lead capture How does the “Help first” approach work? The AI agent first answers the visitor’s question using a grounded, cited knowledge base, then follows up with qualifying questions only after… 1 min read Lead capture How does deduplication of leads work? When a lead is captured, ChatterMate checks the email address; if a profile already exists, it merges the new information into the existing record,… 1 min read Lead capture Can I customize the qualifying questions the agent asks? Yes. You can set your own qualifying questions and decide when they are presented—Automatic, Always ask, or Off—through the lead capture settings. 1 min read

Legal

1 article

Legal Where can I read the full terms and privacy policy? Terms & Conditions: https://chattermate.chat/terms-and-conditions/ Privacy Policy: https://chattermate.chat/privacy-policy/ 1 min read

Licensing

1 article

Licensing What license does ChatterMate use? ChatterMate is released under the Apache license, 1 min read

Pricing

1 article

Pricing What does the free‑forever tier include? You get up to 300 chats, one agent, and one knowledge source at no cost; additional usage requires a paid plan. 1 min read

Sales

1 article

Sales Is ChatterMate suitable for driving sales? Yes. ChatterMate is built for “Smarter Sales & Support Conversations” and can answer pre‑sales questions 24/7, guide visitors to purchase, capture… 1 min read

Security

3 articles

Security What security measures protect the data I capture? ChatterMate’s security page outlines how customer data is stored securely and provides details on privacy and compliance; see the Security section on… 1 min read Security Are file uploads from customers stored securely? Yes. Uploaded files are saved in secure S3 storage and are validated with magic‑byte checks before they are accepted. 1 min read Security What protects my agents from excessive traffic or abuse? Rate limiting is applied per‑agent request, preventing abuse and ensuring stable performance. 1 min read

Support

3 articles

Support What kind of support is available for the free plan? Free users receive community‑based support, while paid plans get standard priority support. 1 min read Support Do paid plans include faster support? Yes. The Pro plan provides priority support, while the Base plan includes standard support. 1 min read Support Where can I find the official docs and get help if I run into issues? Visit https://docs.chattermate.chat for documentation, open an issue on https://github.com/chattermate/chattermate.chat, or email… 1 min read