# ZynfoAI

## Docs

- [Advanced AI Agent Settings](https://docs.zynfo.ai/agent-management/advanced-settings.md): Configure advanced behaviors for your AI agent, including chat history persistence, source citations, auto-open triggers, and offline messaging.
- [Content and Appearance: Brand Your AI Agent](https://docs.zynfo.ai/agent-management/content-and-appearance.md): Customize the chat widget UI, welcome messages, suggested prompts, logos, and color palette of your ZynfoAI agent to match your brand.
- [Custom CSS: Advanced UI Control for AI Agents](https://docs.zynfo.ai/agent-management/custom-css.md): Override the default chat widget styles with custom CSS rules and selectors for pixel-perfect integration of ZynfoAI into your website design.
- [AI Credits and Token Usage Explained](https://docs.zynfo.ai/billing/credits.md): Understand how ZynfoAI consumes AI tokens and credits during knowledge ingestion, embedding, and when your agent generates chat responses to users.
- [Purchase Plan: Upgrade Your AI Agent Features](https://docs.zynfo.ai/billing/purchase-plan.md): Manage your ZynfoAI subscription, upgrade between pricing tiers, purchase AI token add-ons, and review billing cycles and invoices for your agents.
- [Lead Management: Capture Leads with AI Agents](https://docs.zynfo.ai/crm-and-support/leads.md): Automatically capture, qualify, and sync sales leads from ZynfoAI chat conversations directly to your CRM with custom forms and lead scoring rules.
- [Ticketing System: AI Agent Support Escalation](https://docs.zynfo.ai/crm-and-support/tickets.md): Automatically generate support tickets when ZynfoAI escalates a conversation, route them to agents, and track resolution status from the dashboard.
- [Dashboard Overview: Monitor AI Agent Performance](https://docs.zynfo.ai/dashboard/overview.md): Understand your ZynfoAI dashboard metrics, including active sessions, AI agent performance, CSAT scores, and user engagement analytics.
- [HTML Snippet Integration: Embed Your AI Agent](https://docs.zynfo.ai/embed/html-embed.md): Learn how to easily embed your ZynfoAI agent into any website builder (WordPress, Webflow, HTML) using a simple JavaScript snippet.
- [React Integration: Add AI Agents to SPAs](https://docs.zynfo.ai/embed/react-embed.md): Dynamically inject the ZynfoAI agent widget into Single Page Applications built with React, Next.js, or Vite for seamless customer support.
- [Analytics: Measure AI Agent and Customer Satisfaction](https://docs.zynfo.ai/inbox/analytics.md): Track CSAT scores, analyze message-level satisfaction, and monitor ZynfoAI agent performance to identify gaps and optimize your knowledge base content.
- [Exporting Data: Download AI Agent Chat Transcripts](https://docs.zynfo.ai/inbox/exporting-data.md): Export full conversational transcripts and metadata from your AI agent interactions for compliance, backup, or advanced data analysis.
- [Human Handoff: Seamless Escalation from AI Agents](https://docs.zynfo.ai/inbox/human-handoff.md): Learn how ZynfoAI handles complex customer queries by seamlessly transferring conversations from the AI agent to a live human support rep.
- [Inbox and Session Management: Track AI Agent Conversations](https://docs.zynfo.ai/inbox/session-management.md): Manage, review, and filter user conversations with your AI agent. Learn how to navigate the ZynfoAI chat session inbox effectively.
- [Freshdesk Integration: Automate Support Tickets](https://docs.zynfo.ai/integrations/freshdesk.md): Connect ZynfoAI to Freshdesk to automatically escalate complex chat conversations into Freshdesk support tickets with full transcripts and customer context.
- [Freshsales Integration: Automate Lead Capture](https://docs.zynfo.ai/integrations/freshsales.md): Connect ZynfoAI to Freshsales CRM to automatically push qualified chat leads, contact details, and conversation history into your Freshsales sales pipeline.
- [HubSpot Integration: Sync AI Leads to CRM](https://docs.zynfo.ai/integrations/hubspot.md): Automatically sync leads, contacts, and chat transcripts captured by your ZynfoAI agent directly into HubSpot CRM to power sales and marketing workflows.
- [The ZynfoAI Integration Ecosystem](https://docs.zynfo.ai/integrations/overview.md): Explore the ZynfoAI integration ecosystem of CRMs, helpdesks, ecommerce platforms, and messaging channels to unify your customer experience and workflows.
- [Shopify App Integration for ZynfoAI](https://docs.zynfo.ai/integrations/shopify.md): Seamlessly connect your ZynfoAI agent to your Shopify store without coding to automate customer support and boost ecommerce sales.
- [WhatsApp Business Integration](https://docs.zynfo.ai/integrations/whatsapp.md): Deploy your ZynfoAI agent to WhatsApp Business to deliver 24/7 instant customer support, capture leads, and answer FAQs from the messaging app users prefer.
- [WooCommerce Integration](https://docs.zynfo.ai/integrations/woocommerce.md): Connect ZynfoAI to your WooCommerce store to automate product questions, order status lookups, and customer support for your WordPress ecommerce business.
- [Zoho CRM Integration](https://docs.zynfo.ai/integrations/zoho-crm.md): Sync ZynfoAI chat contacts, qualified leads, and conversation notes automatically into Zoho CRM to keep your sales pipeline accurate and up to date.
- [Zoho Desk Integration: Seamless Ticket Creation](https://docs.zynfo.ai/integrations/zoho-desk.md): Connect ZynfoAI to Zoho Desk to automate customer support escalations, create help desk tickets from chats, and route issues to the right support agents.
- [Quickstart Guide: Deploy Your First AI Agent](https://docs.zynfo.ai/introduction/quickstart.md): Train, customize, and deploy your first custom AI agent in three simple steps using the ZynfoAI dashboard, then embed it on your website in minutes.
- [ZynfoAI Use Cases & Industry Examples](https://docs.zynfo.ai/introduction/use-cases.md): Discover how ecommerce, SaaS, healthcare, education, and other industries use ZynfoAI to automate support, capture leads, and scale customer engagement.
- [ZynfoAI: Custom AI Agents for Business Automation](https://docs.zynfo.ai/introduction/what-is-zynfoai.md): Discover how ZynfoAI lets you create, train, and deploy custom AI agents on your business data to automate customer support and lead generation.
- [Understanding AI Data Chunking and Vector Search](https://docs.zynfo.ai/knowledge/chunking.md): Learn how ZynfoAI uses data chunking and vector embeddings to optimize your knowledge base for highly accurate AI agent responses.
- [AI Agent Ingestion Methods: Websites, Docs & Drive](https://docs.zynfo.ai/knowledge/ingestion-methods.md): Discover the multiple data ingestion methods ZynfoAI supports, including Website Crawling, Notion, Google Drive, and File Uploads to train your AI.
- [Managing Knowledge Sources for Your AI Agent](https://docs.zynfo.ai/knowledge/managing-sources.md): Filter, organize, tag, and manage the data sources used to train your ZynfoAI agent so it returns accurate, relevant answers across your knowledge base.
- [Resync and Delete AI Knowledge Sources](https://docs.zynfo.ai/knowledge/resync-and-delete.md): Keep your AI agent's knowledge up-to-date by learning how to manually resync updated web pages or permanently delete outdated sources.