Documentation
Everything you need to set up, configure, and get the most out of Connect.
Getting Started
1. Create Your Account
Sign up at connect-lovat-ten.vercel.app/sign-up using your email. You'll be prompted to create or join an organization through Clerk authentication.
2. Set Up Your Organization
After signing in, your organization is automatically synced. Navigate to the Dashboard to configure your workspace, invite team members, and customize settings.
3. Configure Your Widget
Go to Widgets > Customization to set your brand color, welcome messages, AI greeting, and company name. Click "Publish" to save your configuration.
4. Install on Your Website
Copy the embed script from Widgets > Installation Guide and paste it into your website's HTML before the closing </head> tag. The widget will appear automatically.
Chat Widget
Embedding the Widget
Add the Connect widget to any website by pasting the embed snippet. The script loads asynchronously and won't block your page rendering. Initialize with your organization ID.
Customization Options
Configure primary color, welcome heading, subheading, first AI greeting, first human greeting, company name, and AI/voice toggles — all from the dashboard.
Chat Modes
Visitors can choose between "Chat with Atlas" (AI-powered) for instant responses or "Chat with Agent" for human support. Both modes support real-time messaging.
Conversation History
Returning visitors can view their past conversations through the Inbox tab in the widget. Conversations are linked by email address for continuity.
AI Features
AI Bot (Auto Replies)
When enabled, the AI Bot automatically responds to customer messages based on your knowledge base. It uses Gemini 2.5 Flash with OpenAI fallback for reliable responses.
Knowledge Base
Upload documents, PDFs, and text content to train your AI. The system creates vector embeddings for semantic search, ensuring AI responses are grounded in your actual company knowledge.
AI Greeting
Customize the first message visitors see when starting an AI chat. Set this in Widgets > Customization under "First AI Greeting".
Usage Limits
AI usage is tracked per organization. Starter plan includes 3,000 AI replies/month; Growth plan includes 12,000. Usage is soft-enforced at 110% with automation pausing.
Unified Inbox
Conversation Management
All customer conversations appear in a unified inbox. Filter by status (active, resolved), search by content, and view real-time message updates.
Reply & Resolve
Respond to customers directly from the inbox. Mark conversations as resolved when complete. Resolved conversations can be reopened if the customer sends a new message.
Real-Time Updates
Messages appear instantly thanks to Convex's reactive data layer. No need to refresh — new messages, status changes, and typing indicators all update in real time.
Team Management
Invite Members
Invite team members by email from the Team section in the dashboard. New members join with the 'member' role by default.
Role-Based Access
Three roles available: Owner (full access), Admin (manage settings and team), and Member (inbox and conversation access). Roles can be changed by owners and admins.
Seat Management
Starter plan includes 2 seats; Growth plan includes 5 seats. Additional seats can be managed from the billing section.
Voice AI
Vapi Integration
Connect integrates with Vapi for AI-powered voice calls. Configure your Vapi public key and agent ID in the Voice AI settings to enable voice support in the widget.
Call Logging
Voice call transcripts and metadata are automatically saved and accessible from the dashboard for review and quality assurance.
Widget Customization
Brand Colors
Set your primary brand color using a hex color picker. The widget automatically adjusts text contrast for readability.
Welcome Messages
Customize the welcome heading, subheading, AI greeting, and human agent greeting. Each can be independently configured.
Preview & Publish
Use the live preview to see changes in real time before publishing. Changes only go live when you click Publish.
Security & Compliance
Encryption
All data is encrypted with AES-256 at rest and TLS 1.3 in transit. Encryption keys are managed securely and rotated regularly.
GDPR Compliance
Connect is fully GDPR compliant. Data is hosted in EU (West 1) region. Users can request data export or deletion at any time.
Session Security
Widget sessions use cryptographic tokens validated on every request. Sessions expire after inactivity and are scoped to specific organizations.
Audit Logging
All administrative actions are logged with timestamps and user attribution. Audit logs can be exported on the Growth plan.
API & Integration
Embed Script
The embed script is available at https://connect-widget-virid.vercel.app/embed.js. Initialize with: connect("init", { organizationId: "your_org_id" })
Webhook Support
Clerk webhooks are configured for user and organization sync. Custom webhooks can be set up for conversation events and message notifications.
Convex Backend
Connect uses Convex as its real-time backend. All mutations and queries are fully typed and validated. The API is organized into public (widget-facing) and private (dashboard-facing) endpoints.
Billing & Plans
Starter Plan — €29/month
Includes 2 team seats, 3,000 AI replies/month, 10 knowledge sources, email + chat support, and basic analytics.
Growth Plan — €59/month
Includes 5 team seats, 12,000 AI replies/month, 25 knowledge sources, AI Bot auto-replies, Voice AI (Bring Your Own Vapi), branding removal, advanced AI tuning, and audit log export.
Payment Processing
Payments are processed through Paddle. Manage your subscription, update payment methods, and view invoices from the Account section in the dashboard.