SPEAKTO HELP CENTER

Get from setup to a confident customer experience.

Follow the core journeys below, then contact support when you need help with a workspace-specific issue.

Create website profiles, design the visitor experience, test, and install the snippet.

Create knowledge bases, add sources, verify indexing, and assign approved content.

Choose a model, instructions, behavior, website assignment, and human fallback.

Claim, route, reply, transfer, summarize, and resolve customer conversations.

Invite staff, create roles, assign departments, and define workspace permissions.

Add an encrypted SMTP connection in Channels and send a safe delivery test.

Recommended launch sequence

1Add the websiteCreate one profile for each domain and confirm its identity.
2Approve the knowledgeIndex the correct sources and test retrieval before enabling AI.
3Define support behaviorSet business hours, contact fields, handoff rules, departments, and agent access.
4Test both pathsTest AI questions and human escalation using a staging website or the built-in widget.
5Publish and monitorInstall the snippet, watch live activity, and review conversation and AI metrics.