Documentation

Everything you need to set up, configure, and master every feature of the Helpon chat assistant plugin.

🌟 New to Helpon?

Follow the Getting Started guide to install, activate, and send your first AI-powered chat in under 5 minutes.

Getting Started →
🚀

Getting Started

Install the plugin, run the setup wizard, and send your first AI-powered message in minutes.

⚙️

General Settings

Configure widget appearance, branding, colors, position, business hours, and custom CSS.

🤖

AI Configuration

Set up Claude or OpenAI, manage API keys, credits, auto-reply, copilot, and image analysis.

💬

Live Chat

Manage agents, routing rules, auto-assignment, canned responses, and session notes.

🌐

Multi-Channel

Connect WhatsApp, Instagram, Facebook Messenger, and Telegram with Meta API setup.

📹

Video & Voice

Configure WebRTC video calls, Vapi.ai voice agents, call recording, and screen sharing.

📚

Knowledge Base

Build FAQs, auto-generate content with AI, and enable in-chat knowledge suggestions.

👥

Patient CRM

Manage contacts, custom fields, tags, lifecycle stages, patient portal, and data import.

📅

Appointments

Set up booking, sync with Google Calendar or Calendly, locations, services, and reminders.

🔀

Flow Builder

Design conversation flows with a visual drag-and-drop editor, branching logic, and templates.

Automation

Create workflows, schedule broadcasts, set triggers, and automate repetitive tasks.

📊

Analytics

Explore the analytics dashboard, agent metrics, conversation stats, and export reports.

🎯

Engagement

Configure proactive triggers, lead capture forms, CSAT surveys, and concierge bot.

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Security & Privacy

GDPR compliance, data retention, API key encryption, consent management, and disclaimers.

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Integrations

Webhooks, Slack, email notifications, shortcodes, follow-up emails, and third-party APIs.