Documentation
Everything you need to set up, train, and manage your ChatForge chatbot.
Getting Started
Create Your Account
Sign up for a free account and access the ChatForge dashboard.
Create Your First Bot
Choose from 14 industry-specific templates or start from scratch. Name your bot and configure its persona.
Upload Documents
Upload PDF or DOCX files to build your bot's knowledge base. ChatForge processes and indexes them automatically.
Embed on Your Website
Copy a single script tag and paste it into your website's HTML. Your chatbot is live.
Training Your Bot
Document Upload
Upload PDF and DOCX files. ChatForge splits them into chunks, generates embeddings, and stores them for retrieval.
Q&A Pairs
Define exact question-answer pairs for precise control. Q&A pairs take priority over document-based answers.
Response Rules
Set rules that govern your bot's behavior — like 'Always recommend contacting support for billing issues.'
Business Profile
Fill in your business name, hours, location, and policies. These details auto-fill into bot responses.
Widget Configuration
Embedding the Widget
Add one script tag to your site. The widget loads in a Shadow DOM so it won't conflict with your styles.
Customization
Set your brand colors, welcome message, and bot avatar from the dashboard.
Suggested Questions
After every response, the bot generates clickable follow-up questions to keep conversations flowing.
Mobile & Desktop
The widget is fully responsive. It adapts to any screen size automatically.
Industry Templates
14 Templates Available
Generic Business, E-Commerce, Real Estate, Restaurant, SaaS, Healthcare, Fitness, Legal, Education, Home Services, Automotive, Hotel, Insurance, and Financial Services.
Pre-Built Q&A Pairs
Each template includes 5-10 Q&A pairs with {{placeholder}} support. Fill in your Business Profile and every answer is instantly personalized.
Industry Capture Forms
Templates include industry-specific capture forms (service requests, patient intake, property inquiries, etc.) that trigger automatically in the chat widget.
Customize Everything
Templates are a starting point. Add, edit, or remove Q&A pairs, rules, and forms to match your exact business needs.
Capture Forms
How They Work
When a visitor mentions something that matches a form's trigger patterns (e.g., 'I need a repair'), a multi-step form appears inline in the chat widget to collect structured data.
15 Form Types
Service requests, patient registrations, property inquiries, reservations, case inquiries, vehicle service, order issues, room inquiries, quote requests, demo requests, bug reports, and more.
Form Entries Dashboard
All form submissions appear in the Form Entries page with search, status filtering (new/contacted/resolved), and CSV export.
Email Notifications
Bot owners receive a styled email notification whenever a visitor submits a capture form, with all the form data included.
Lead Capture
How It Works
ChatForge detects buying intent in conversations and presents an inline form to collect visitor info.
Collected Fields
Name, email, and phone number are captured along with the full conversation context.
Viewing Leads
All captured leads appear in your dashboard with the conversation that generated them.
Exporting Leads
Export your leads as CSV or connect to your CRM.
Appointment Scheduling
Enabling Scheduling
Toggle scheduling on from the Scheduling page in your bot settings. Set your timezone, slot duration, and weekly availability.
How Visitors Book
When a visitor mentions scheduling, booking, or appointments in the chat, the widget presents a multi-step booking form — date picker, available time slots, and contact details.
Email Confirmations
Both you and the visitor receive a styled confirmation email with an attached iCal (.ics) invite that adds the meeting to your calendar.
Managing Appointments
View all appointments in the Appointments dashboard. Search, filter, cancel appointments, or export to CSV.
Analytics
Conversation Metrics
Track total conversations, messages per conversation, and usage trends over time.
Top Questions
See the most frequently asked questions to understand what your visitors care about.
Knowledge Gaps
Identify questions your bot couldn't answer so you can add missing content.
Response Quality
Monitor satisfaction scores and response accuracy.
Account & Billing
Plans & Pricing
Free, Lite ($9/mo), Standard ($24/mo), Pro ($49/mo), and Enterprise ($99/mo). Upgrade or downgrade anytime.
Usage Limits
Each plan has limits on bots, documents, Q&A pairs, and monthly messages. View usage in your dashboard.
Cancel or Change Plan
Change your plan anytime from account settings. Downgrades take effect at end of billing period.
Need More Help?
Can't find what you're looking for? Reach out and we'll help you get set up.
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