Chatbase
Create AI agents for efficient customer query handling.
Watch Chatbase in Action
Key Takeaways
- What it is
- Create AI agents for efficient customer query handling.
- Pricing
- Freemium · $40 per month · $150 per month · $500 per month
- Best for
- AI-Powered Support Agents
- User-Friendly Deployment
- Robust Security Measures
- Rating
- 4.4/5
What is Chatbase?
Chatbase is a platform designed to enhance customer service through AI-driven support agents. This tool simplifies the creation and deployment of AI agents that handle customer queries efficiently, making it ideal for businesses aiming to improve customer interactions and satisfaction. With its focus on leveraging large language models (LLMs), Chatbase is crafted to provide comprehensive support solutions to diverse business needs.
Chatbase distinguishes itself with its focus on AI-driven customer support, offering a platform that not only answers queries but also performs actions and integrates seamlessly with existing business systems. Its robust security and compliance make it a trustworthy choice for companies handling sensitive customer data.
Chatbase offers a robust solution for businesses looking to enhance their customer service capabilities through AI. Its ability to integrate with existing systems, coupled with its advanced language processing, makes it a valuable tool for any organization aiming to provide exceptional customer support. Whether you're a small business or a large enterprise, Chatbase provides the tools necessary to create seamless and effective customer interactions.
Who is Using Chatbase?
E-commerce Businesses
Enhancing customer service by integrating AI agents for order inquiries and support.
Tech Companies
Implementing AI agents for technical support and troubleshooting.
Financial Institutions
Utilizing AI for customer interactions regarding account management and inquiries.
Healthcare Providers
Engaging patients through AI-driven appointment scheduling and information dissemination.
Uncommon Use Cases
Educational institutions using AI agents for student queries; Non-profits employing AI for donor communication.
Key Features
Rating Breakdown
Pricing Plans
Free
Free
- Includes 100 message credits, 1 AI agent, 1 AI action per agent, API access, embedding on unlimited websites, and community support
Hobby
$40 per month
- Includes 2,000 message credits, access to advanced models, 1 AI agent with 5 AI actions per agent, unlimited links to train on, and basic analytics
Standard
$150 per month
- Includes 12,000 message credits, 2 AI agents, 10 AI actions per agent, and 3 seats
Pro
$500 per month
- Includes 40,000 message credits, 3 AI agents, 15 AI actions per agent, advanced analytics, and 5+ seats
Enterprise
- Includes higher limits, SLAs, priority support, and a dedicated customer success manager
Which Chatbase plan should you pick?
Start with Free for initial testing, choose Hobby for basic support and attachments, and upgrade to Standard for API, helpdesk, voice, telephony, and advanced integrations.
Free
Good for initial testing with 50 monthly message credits and one workspace member.
Hobby
Good for small deployments needing advanced models, attachments, integrations, and basic analytics.
Standard
Good for teams needing API access, helpdesk, voice, telephony, outbound campaigns, and advanced integrations.
Pro
Good for higher-volume support requiring 15,000 monthly credits, five members, and advanced analytics.
Enterprise
Good for organizations needing custom roles, SSO, audit logs, SLAs, HIPAA eligibility, and zero data retention.
Chatbase Use Cases
Customer support
Answer customer questions using approved business knowledge and escalate unresolved issues to human support.
Outcome: 24/7 support coverage and fewer repetitive inquiries.
Lead generation
Collect names, email addresses, and phone numbers during conversations with prospects.
Outcome: Leads are stored in the Chatbase dashboard.
Order and product assistance
Use Shopify actions to browse products, retrieve orders, manage carts, and update customer profiles.
Outcome: Customers receive conversational e-commerce support.
Billing and subscription support
Use Stripe actions to retrieve invoices, show subscriptions, update billing addresses, and manage subscriptions.
Outcome: Customers can resolve common billing requests through chat.
Appointment scheduling
Use Calendly or Cal.com actions to show availability and book appointments inside the agent.
Outcome: Meetings can be scheduled without a separate support interaction.
Workflow Ideas with Chatbase
Automate customer escalation
- 1Connect a supported helpdesk integration
- 2Configure the Escalate to Human action
- 3Create a ticket with the conversation summary when human support is requested
Qualify and route leads
- 1Enable the Collect Leads action
- 2Collect the visitor’s name, email, and phone number
- 3Send lead-submitted data through a webhook to another system
Support Shopify shoppers
- 1Connect the Shopify store
- 2Enable product, order, cart, or profile actions
- 3Let the agent answer product questions and perform supported account tasks
How Chatbase fits into your stack
Browser
Chatbase is primarily a web-based workspace for creating, testing, managing, and deploying customer-facing AI agents.
Knowledge and files
Teams train agents using uploaded PDFs, DOC/DOCX/TXT files, website content, text snippets, Q&A pairs, Notion pages, and support tickets.
Automation and APIs
Documented APIs, webhooks, custom actions, and client-side actions let agents call external systems, return data, and trigger application workflows.
Team chat and tickets
Agents can connect with Slack and helpdesk systems such as Zendesk, Salesforce, Intercom, Freshdesk, and Zoho Desk for notifications, ticket creation, and human escalation.
Pros
- +Enhanced Customer Experience: Provides quick and accurate responses, improving customer satisfaction.
- +Cost-Effective Solution: Reduces the need for extensive human support, lowering operational expenses.
- +Scalable for Large Businesses: Easily adapts to increasing customer interaction volumes.
- +Multilingual Support: Offers real-time assistance in over 80 languages, broadening customer reach.
Cons
- −Initial Setup Complexity: May require some time to configure for specific business needs.
- −Dependency on Data Quality: Effectiveness relies on the quality and accuracy of the integrated data.
Limitations & when to consider alternatives
Known limitations
- Free agents can be deleted after inactivity. AI agents on the Free plan are deleted after 14 days of inactivity.
- API v2 requires a paid plan. The API v2 documentation states that API v2 is available starting with the Standard plan.
- Uploaded documents must contain readable text. Chatbase cannot process images, videos, or other non-textual elements in uploaded documents.
- Custom action responses are limited. Custom action responses must be JSON-formatted and cannot exceed 20KB.
How to Use Chatbase
- 1
Create an AI agent
Open the Chatbase dashboard, create a new AI agent, and select the agent’s purpose and configuration.
- 2
Add knowledge sources
Upload documents, add text or Q&A pairs, crawl a website, or connect Notion so the agent can answer from business data.
- 3
Test and optimize
Use the Playground and Compare features to evaluate responses and adjust the agent’s behavior.
- 4
Configure actions
Enable built-in actions such as Slack, Stripe, Calendly, lead collection, web search, or human escalation.
- 5
Connect integrations
Connect platforms such as Shopify, Zendesk, Salesforce, Slack, WhatsApp, or Zapier when the workflow requires them.
- 6
Deploy the agent
Enable a chat widget, copy the JavaScript embed code, and add it to the website where customers need assistance.
Who is Chatbase For?
Healthcare
Chatbase positions agents for scheduling, FAQs, and patient care while supporting compliance needs.
Education
Agents can answer admissions, financial-aid, and registrar questions across channels and languages.
Technology
Technology companies can embed identity-verified agents in products, documentation, and Slack.
Retail and e-commerce
Agents can answer sizing, shipping, and returns questions using catalogs and policies.
Frequently Asked Questions
What is Chatbase?
Chatbase is an AI platform for creating agents trained on business data such as websites, documents, and custom text.
What languages does Chatbase support?
Chatbase supports 95+ human languages, automatically detecting the user’s language and responding accordingly.
What data can train an AI agent?
Supported sources include websites, PDFs, TXT files, Word documents, text snippets, Q&A pairs, Notion, and support tickets.
How quickly can I get started?
The quick-start documentation says users can create, train, test, and deploy an agent in under five minutes.
Can Chatbase integrate with existing tools?
Chatbase documents integrations including Slack, WhatsApp, Messenger, Stripe, Zapier, Make.com, WordPress, Shopify, and REST APIs.
How do message credits work?
Message credits power conversations with AI agents, and each plan includes a specified monthly credit allowance.
Community reviews
5 reviews from people who use Chatbase.
Sign in to leave a review for Chatbase.
David
Omar Wilson
Sofia Vargas
Alex Sidorenko
Thibault BM
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