# Usebot - Complete AI Chatbot Platform Documentation
> usebot.co

## Product Overview

Usebot is an industry-agnostic, embeddable AI chatbot SaaS platform that turns website visitors into booked appointments and captured leads. Set up in 5 minutes, embed on any website with one line of code.

**Core Value Proposition:**
AI enhanced, not AI dependent. Build powerful conversational experiences with full control, using simple templates, advanced JSON flows, or visual drag-and-drop builder.

## Key Features

### Lead Capture & CRM
- 24/7 automated lead collection
- Mini-CRM dashboard showing names, contact details, and status
- Email notifications for new leads
- Export leads to CSV for external tools

### Booking Flows
- Guide visitors through appointment-style flows
- Request callbacks, book slots, schedule visits
- Calendar integration (Google Calendar on Pro/Growth)
- SMS notifications (Pro/Growth)

### Flow Builder - Three Modes
1. **Simple Mode** (Free/Starter): Form-based builder, no coding required, point-and-click interface
2. **Advanced Mode** (Pro/Growth): Full JSON control, conditional logic, variables & placeholders, complex branching
3. **Visual Mode** (Pro/Growth): Drag-and-drop canvas, visual flow design, see connections at a glance

### AI Features (Pro/Growth)
- GPT-4o-mini for natural conversation
- Context-aware responses about your services
- Optional AI enhancements (not required)
- Cost tracking and visibility

### Template Library
Pre-built flows for common use cases:
- Booking templates for appointment scheduling
- Lead capture templates for qualification
- FAQ templates for common questions
- Emergency templates for urgent routing
- Sales templates for product discovery

### Expert Build Service
- £250 one-time per bot
- Complete website analysis and data extraction
- 15-20 node custom flow built by experts
- 48-hour delivery, fully customizable after

### Platform Compatibility
Works everywhere: WordPress, Shopify, Wix, Squarespace, Webflow, custom websites
- Just paste one line of code before </body>
- No server-side integration required
- CORS-enabled widget API

## Pricing Tiers (Detailed)

### Free - £0/month
- 50 sessions/month
- 1 bot
- Simple form builder
- 1 bot style (Classic)
- Lead capture
- Email notifications
- Community support

### Starter - £49/month
- 300 sessions/month
- 1 bot
- Simple form builder
- 2 bot styles (Classic + Modern)
- Lead capture + Mini-CRM dashboard
- Email confirmations
- Priority support
- 14-day free trial

### Pro - £99/month
- 3,000 sessions/month
- 3 bots
- Visual flow editor + all modes (Simple, Advanced, Visual)
- 4 premium styles
- Optional AI enhancements (GPT-4o-mini)
- Google Calendar sync
- SMS notifications via Twilio
- Remove "Powered by Usebot" branding
- Version history (30 days)
- View-only collaboration
- 14-day free trial

### Growth - £199/month
- 10,000 sessions/month
- 5 bots (+ £50/bot for additional)
- Team seats (+ £10/seat for additional)
- Full flow builder + collaboration
- All 5 bot styles
- Advanced AI features
- White-label custom domain
- API access for integrations
- Version history (90 days)
- Full editing collaboration
- Multi-site & agency ready
- 14-day free trial

**What counts as a "session"?**
One conversation with a visitor. Starts when they open the chat, ends after 30 minutes of inactivity. Multiple messages in one chat = one session.

## Industry-Specific Solutions

### Dental Practices
- New patient booking flows
- Emergency appointment flagging
- Treatment interest capture
- NHS vs private routing
- Insurance information collection
- GDPR-compliant consent capture

### Beauty Salons
- Service menu browsing
- Stylist preference selection
- Appointment booking
- Product recommendations
- Aftercare advice automation

### Spas & Wellness
- Treatment browsing
- Package recommendations
- Gift voucher enquiries
- Special occasion bookings
- Membership information

### Hotels & Accommodation
- Room availability checks
- Special requests capture
- Event enquiry routing
- Group booking qualification
- Local recommendations

### Dog Groomers & Pet Services
- Breed-specific service routing
- First-time vs returning customer flows
- Special requirements capture
- Vaccination record reminders

### Hair Stylists
- Style consultation booking
- Color service qualification
- Before/after photo requests
- Product recommendations

### Agencies
- Multi-client bot management
- White-label domains (Growth)
- Team collaboration tools
- Client access controls
- Bulk bot deployment

## Technical Architecture

### Technology Stack
- **Framework**: Next.js 16 (App Router)
- **Database**: Supabase (PostgreSQL + pgvector for embeddings)
- **Authentication**: Supabase Auth
- **Payments**: Stripe (Checkout + Customer Portal)
- **Rate Limiting**: Upstash Redis (fail-closed)
- **Email**: Resend
- **SMS**: Twilio (Pro/Growth)
- **AI**: OpenAI GPT-4o-mini (Pro/Growth only)
- **Hosting**: Netlify
- **CDN**: Built-in via Netlify Edge

### Security Features
- Row Level Security (RLS) enforced on all tables
- Domain whitelisting for widget origin validation
- IP hashing (HMAC-SHA256) for visitor privacy
- Tier-gated LLM access
- Billing idempotency via events table
- CSRF protection on billing endpoints
- OAuth state signing for integrations
- Widget token signing (JWT-style, 90-day expiry)
- Strict CORS on OPTIONS preflight

### Database Schema
Key tables: organizations, bots, products, service_providers, chat_sessions, chat_messages, leads, bookings, integrations, billing_events, llm_usage

### Widget Integration
Embed code:
```html
<script 
  src="https://usebot.co/widget.js" 
  data-bot-id="YOUR_BOT_ID"
  async
></script>
```

Widget automatically:
- Loads asynchronously (non-blocking)
- Respects visitor privacy
- Handles rate limiting
- Falls back gracefully if offline
- Mobile responsive
- Accessible (WCAG 2.1 AA compliant)

## Bot Customization

### Visual Styles (Skins)
1. **Classic** (Free+): Traditional chat bubble, clean and professional
2. **Modern** (Starter+): Sleek gradient design, contemporary feel
3. **Bubble** (Pro+): Playful rounded design, friendly approach
4. **Minimal** (Pro+): Ultra-clean, distraction-free
5. **Premium** (Growth): Luxury design with animations

### Theme Customization
- Brand colors (primary, accent)
- Logo upload
- Custom greeting messages
- Avatar image
- Font selection
- Button styles

## Flow Engine

### Node Types
- **Message**: Display text to user
- **Question**: Collect user input (text, email, phone, choice)
- **Condition**: Branch based on previous answers
- **Action**: Trigger external events (send email, create lead, book appointment)
- **AI Reply**: Use GPT-4o-mini for natural responses (Pro/Growth)
- **Product Selector**: Show services/products
- **Calendar**: Integrate with Google Calendar (Pro/Growth)

### Variables & Placeholders
Use collected data in messages: `{name}`, `{email}`, `{service}`

### Conditional Logic
Branch flows based on:
- User responses
- Time of day
- Day of week
- Previously captured data
- Session count

## Analytics & Insights

### Metrics Tracked
- Total sessions
- Active conversations
- Lead conversion rate
- Average session duration
- Most common questions
- Drop-off points
- Response times

### Version History
- Track flow changes over time (Starter: 7 days, Pro: 30 days, Growth: 90 days)
- Restore previous versions
- Compare versions side-by-side
- See who made changes (Growth)

### A/B Testing (Roadmap)
- Test different greetings
- Compare flow variations
- Measure conversion rates

## Integrations

### Available Now
- Google Calendar (Pro/Growth) - OAuth2 integration
- Stripe - Payment processing
- Email via Resend - Transactional emails
- Twilio - SMS notifications (Pro/Growth)

### Roadmap
- Zapier - Connect to 5000+ apps
- Make (Integromat) - Advanced automation
- Slack - Team notifications
- Microsoft Teams - Team notifications
- Zoom - Meeting scheduling
- Calendly - Appointment booking alternative

## API Access (Growth)

REST API for:
- Creating/updating bots
- Managing flows programmatically
- Fetching leads and bookings
- Session analytics
- Webhook subscriptions

Authentication via API keys
Rate limiting: 100 requests/minute

## Compliance & Data Protection

### GDPR Compliance
- Built-in consent collection in flows
- Cookie consent banner
- Data export functionality
- Right to deletion (account deletion)
- Data processing agreements available
- EU data residency (Supabase EU region)

### Privacy Features
- IP address hashing (not stored raw)
- Anonymous session tracking
- No cross-site tracking
- No third-party analytics cookies
- Privacy-first by design

## Support & Documentation

### Support Channels
- Email: hello@usebot.co
- Priority support (Starter+)
- Dedicated account manager (Growth)
- Community forum (roadmap)

### Documentation
- Getting started guide
- Flow builder tutorials
- Integration guides
- API reference (Growth)
- Video tutorials
- Best practices library

## Use Cases

### Appointment Booking
Replace contact forms with conversational booking flows that collect all necessary information upfront.

### Lead Qualification
Ask qualifying questions before capturing contact details, ensuring you only get quality leads.

### Customer Support
Answer frequently asked questions 24/7, reducing support burden on your team.

### Sales Assistance
Guide potential customers through product selection, recommend based on needs.

### Event Registration
Collect attendee information, dietary requirements, special needs in a conversational format.

### Service Enquiries
Understand what service the visitor needs before routing to the right team member.

## Getting Started

1. **Sign up** at https://usebot.co/signup (no credit card required)
2. **Answer questions** about your business (2 minutes)
3. **Customize widget** (colors, greeting, services)
4. **Copy embed code** (one line)
5. **Paste before </body>** on your website
6. **Go live** and start capturing leads!

## Migration from Competitors

### From Intercom
- Import conversation templates
- Migrate existing FAQs
- Transfer team members (Growth)
- Export historical data

### From Drift
- Convert playbooks to Usebot flows
- Migrate routing rules
- Set up equivalent automations

### From Tidio/Tawk.to
- Replicate widget appearance
- Rebuild conversation flows
- Configure notifications

Expert migration service available for £250 (includes bot building service).

## Roadmap

**Q1 2026:**
- A/B testing framework
- Zapier integration
- Mobile app for lead management

**Q2 2026:**
- Advanced analytics dashboard
- Voice message support
- Multi-language support

**Q3 2026:**
- WhatsApp integration
- Facebook Messenger integration
- Instagram DM integration

**Q4 2026:**
- Custom AI training on your content
- Advanced sentiment analysis
- Predictive lead scoring

## Contact & Social

- Website: https://usebot.co
- Email: hello@usebot.co
- Documentation: https://usebot.co/docs (roadmap)
- Status page: https://status.usebot.co (roadmap)

## Legal

- Terms of Service: https://usebot.co/terms
- Privacy Policy: https://usebot.co/privacy
- Cookie Policy: https://usebot.co/cookies
- Data Processing Agreement: https://usebot.co/dpa
- Acceptable Use Policy: https://usebot.co/terms

© 2026 Usebot. All rights reserved. Proprietary software.