Everything you need to run SiteMind.

Getting started

Sign up, add your website, and get a live chat widget in about the time it takes to crawl your homepage.

Adding a website and how crawling works

How SiteMind reads your site, what recrawling does, and the limits that apply per plan.

Knowledge sources: beyond crawling

Upload documents, import FAQs, and add or edit answers by hand when a crawl alone isn’t enough.

Integrations & Cloud Connectors

Sync knowledge automatically from Notion, GitHub, Confluence, Google Drive, and Dropbox with encrypted credentials.

Installing the widget

One script tag, no build step. Platform-specific instructions for WordPress and everywhere else.

Customizing your widget

Theme, audio & voice, proactive nudges, guardrails, lead capture, and placement rules across 5 Studio tabs.

Developer API, Webhooks & AI Actions

Query your assistant programmatically via REST API, receive real-time webhook events, and configure AI Custom Function Calling tools.

Analytics and conversations

What your dashboard tracks per website, and how to read and export real conversation transcripts.

Lead Generation & CRM Export

Capture qualified visitor leads during conversations, export to CSV, and stream real-time lead payloads to your CRM.

Security and data handling

The technical detail behind “the key is domain-locked”: how origin checks and rate limits actually work.

Billing and plans

What each plan includes, how usage is measured, and how the trial works.

Troubleshooting

Fixes for the issues that actually come up: a widget that won’t appear, thin answers, and stuck crawls.

Frequently asked questions

Quick answers to the questions people ask most before, during, and after setup.