Chirps
Documentation
Complete Guide

Chirps AI Documentation

The complete guide to building a smarter website. From helping customers find products to handling bookings automatically, learn how Chirps AI grows your business.

What is Chirps AI?

An assistant that knows your business.

Chirps AI acts as a dedicated sales and customer support representative on your website. It is trained on your exact documents, products, and guidelines to help customers 24/7.

1

Trained on your knowledge

The assistant learns directly from your site and internal documents, ensuring it answers questions accurately about your brand.

2

Installed in minutes

Set up takes less than 10 minutes. Paste a single line of code onto your site and your assistant goes live instantly.

3

Performs active tasks

It doesn't just chat—it captures contact details, qualifies leads, schedules appointments, and displays product catalogs.

Setting up your assistant — in 7 simple steps

  1. 01 — Setup your IdentityChoose a name, role, and welcome greeting for your assistant.
  2. 02 — Build Knowledge BaseProvide your website URL or upload manuals and guidelines.
  3. 03 — Configure AlertsRoute captured leads and bookings to Email, SMS, or Slack.
  4. 04 — Sync CalendarsLink your calendar so the assistant can schedule real-time meetings.
  5. 05 — Toggle Interactive CardsChoose which interactive forms and product features are enabled.
  6. 06 — Design & StyleMatch your widget's colors and avatar to your company branding.
  7. 07 — Go LiveEmbed the widget on your site using our one-line connection code.
You're in good hands
This guide covers every feature in the platform. By the end, you'll know exactly how to create, train, style, and deploy your AI assistant — no coding required.
Use Cases

Tailored for every customer interaction

Whether you need to boost shop sales, qualify inbound leads, or resolve support tickets, the assistant adapts to your targets.

The Sales Specialist

Showcase catalog & drive checkouts

Help every visitor find the perfect match. The assistant reads your store catalog, answers questions about sizes or colors, and presents interactive product recommendation cards for instant checkouts.

  • Displays product details dynamically in chat
  • Suggests relative items based on conversation
  • Provides direct links to review page or cart
  • Answers catalog FAQs (shipping, warranty, sizes)
Live AI Support
Do you have any outdoor waterproof jackets?
Yes! Based on your interest, I recommend the 'Alpine Explorer' jacket ($129.00). It's fully windproof and highly breathable:
Would you like to check it out?
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Live AI Support
I'm interested in your enterprise consulting services.
Excellent! I can walk you through our tiers. First, could you share your team size and primary goals so I can recommend the right plan?
We have 25 team members and need custom workflow training.
Got it. Let's capture your contact details and project goals so our accounts team can prepare a custom quote:
Consultation Inquiry
Company Name
Business Email
Estimated Start Date
Submit Details

The Lead Qualification Hero

Capture and qualify prospects

Ensure your sales team spends time on high-value conversations. The assistant guides prospects, answers their initial pricing questions, and collects lead profiles right inside the chat window.

  • Captures contact details automatically
  • Gathers project details, budget, and timelines
  • Dispatches alerts to your sales channels instantly
  • Integrates with scheduling calendars for live calls
Step 1 — Setup

Define assistant personality and rules

Create a unique identity. Tell the assistant who it is, how it should speak, and what guidelines it must follow.

Configuration Controls:

Name & Identity

Choose a friendly name and title (e.g. 'Sarah - Booking Coordinator') to match your brand's style.

Custom Instructions

Provide guidelines on how the assistant should interact. For instance, define response length, greeting tone, and key points to highlight.

Tip: State your main goal clearly: e.g., 'Always encourage users to book a consultation after answering their pricing question.'
Safety Boundaries

Instruct the assistant to politely decline unrelated questions, keeping conversations focused on your business.

Guidelines Example

# Rules for Sarah (Support Representative)

- Be professional, welcoming, and concise in all answers.

- Answer visitor questions using the website knowledge base.

- If someone asks about custom services, show them the consultation intake form.

- If someone wants to talk to a human, let them know a representative has been notified.

Keep guidelines simple
Write clear, bulleted rules. The assistant excels when following sequential instructions rather than long paragraphs of text.
Step 2 — Knowledge Base

Feed knowledge to your assistant

The assistant gets its facts from information you supply. Add knowledge using three simple methods.

Website Crawling

Paste your website's URL. The crawler reads all pages, indexing blog posts, product lines, and FAQ guides.

  • Adjust crawling depth (link levels to follow)
  • Set maximum limits on page count
  • Trigger manual re-crawling after updates

Document Upload

Directly upload files containing manuals, detailed price charts, onboarding guides, or contracts that aren't public.

  • Parsed formats: PDF, DOCX, TXT
  • Content is securely indexed for search
  • Update or replace files anytime in Settings

Auto-Learning

The assistant keeps improving. When a live agent takes over and successfully resolves a query, those details are recorded for future support.

  • Applies answers verified by your human agents
  • Corrects outdated details without retraining
  • Builds a localized memory repository
Combine URLs and private documents
Allow the assistant to search public website pages for product details, then upload internal reference sheets (like refund policies or specific support trees) to answer detailed questions.
Formatting tip for best accuracy
When uploading text files, structure your content using a Q&A format (e.g., FAQ style) or clear bullet points. This helps the AI extract the exact right answer much faster than long, dense paragraphs.
Step 3 — Instant Alerts

Route leads and bookings instantly

Configure custom notification channels to alert your sales and support teams the moment a lead is captured or a meeting is booked.

When the assistant successfully captures lead information or schedules an appointment, it fires an Instant Dispatcher. This sends the gathered data immediately to the tools your team uses.

Email Alerts
Deliver beautifully formatted HTML reports directly to team inboxes.
WhatsApp & SMS Texts
Send raw details directly to sales agents' mobile numbers for rapid responses.
Telegram & Discord channels
Publish new lead summaries to designated team rooms or Discord groups.
Custom Webhooks
Post data payloads automatically to CRM software or workflow sync tools.
email dispatcher
New Lead Captured
To: sales@company.com Subject: [Lead] {{lead_name}} Name: {{lead_name}} Phone: {{phone_number}} Budget: {{budget}}
whatsapp dispatcher
Booking Alert
Meeting confirmed! Client: {{lead_name}} Date: {{meeting_date}} Link: {{meeting_link}}

Custom Alert Templates

You can build custom template formats for each alert event. The dispatcher replaces template variables (like {{lead_name}}, {{phone_number}}, or {{timestamp}}) with the exact responses provided by the customer during their conversation.

Extract custom fields: If you construct a custom intake form with a field named "Desired Budget", you can use the tag {{desired_budget}} inside your dispatcher text, and the system fills it in dynamically.
Step 4 — Calendar Sync

Automatic scheduling, zero double bookings

Sync your calendar availability. Let the assistant manage open times, reserve meetings, and invite clients automatically.

Book a Demo
9:00
10:00
11:00
12:00
1:00
2:00
3:00
4:00
Confirm Meeting
Calendar Synced
Event Scheduled
Initial Consult w/ John Doe
Date & Time
Wednesday, May 27 at 10:00 AM
Google Meet Linkhttps://meet.google.com/abc-defg-hij

Meeting Automation Flow:

1
1. Real-time Availability Sync
The assistant reads your linked calendar to identify free slots, preventing overlapping appointments.
2
2. In-Chat Booking
When a customer requests a demo or call, the assistant displays a clean, interactive slot selector.
3
3. Direct Calendar Injection
The confirmed booking is immediately written to your calendar, blocking out that time.
4
4. Automated Video Invites
The system creates a video meeting link (Google Meet URL) and emails invite credentials to the client.
5
5. Workspace Dashboard Review
Review meeting records, click 'Meeting Link' in your dashboard to grab the video URL, and step into the call.
Keep calendar open
Link your calendar under the assistant's integration settings. You can define custom booking buffers (e.g. 15-minute padding) to make sure you have breathing room between sessions.
Step 5 — Features

Interactive cards built for engagement

Chirps doesn't rely on boring walls of text. It generates structured, visual components directly inside the conversation stream.

Product recommendation cards

Highlight items matching the visitor's requests. Cards show product images, pricing parameters, and direct action buttons to visit a store or add to a shopping cart.

Boost conversion
Use product recommendation cards to visual-heavy shoppers. Visual aids inside a chat window improve click-through outcomes significantly.
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View Details

Smart lead capture forms

Rather than typing long, messy paragraphs, users fill out clean forms rendered directly in chat. This handles custom lead forms, service bookings, or basic query tickets.

Custom Intake fields
Create forms tailored to your fields (e.g. 'Project Type', 'Desired Location') using the Artifacts Studio in your dashboard.
Lead Intake
Full Name
Contact Number
Desired Service
Submit Details

Customer Satisfaction Feedback (CSAT)

Prompt visitors to submit a quick rating (Thumbs Up or Thumbs Down) once the assistant resolves their inquiry.

Collected results sync instantly to your dashboard's overview tab, showing exact percentages of successful interactions.

Did Sarah answer your question?

Artifacts Studio

Dashboard Control

The Artifacts Studio provides toggles to enable or disable individual features. If your business doesn't schedule meetings, turn off the Booking tool, and the assistant will never offer slots.

Feature Toggles
Intake Forms
Meeting Booking
Product Cards
CSAT Feedback
Advanced Feature

Create Custom UI components

Build bespoke layout cards or tools tailored to your website. Provide a data format outline, write trigger rules, and render custom features via your site's code.

Custom visual components allow the assistant to collect and structure complex information (such as custom calculators, quote details, or interactive floor plans) using five fields in the Artifacts Studio:

  • 1
    Component NameIdentify the component in your admin settings (e.g., "Mortgage Quote Tool").
  • 2
    Unique IdentifierThe internal label the system matches in the code (e.g., mortgage_calc).
  • 3
    Objective DescriptionExplain what this tool does so the assistant understands when it is appropriate to use it.
  • 4
    Trigger InstructionsSet explicit rules. For example: "Display this tool when the visitor wants to compute monthly payment schedules."
  • 5
    Data Schema (JSON Structure)Define the data variables the assistant must collect to properly build the card.
// Data structure output template
{
"type": "mortgage_calc",
"title": "Estimate Calculation",
"parameters": {
"home_price": 450000,
"down_payment": 90000,
"rate_percent": 6.25
}
}

How to display it on your site

When the assistant outputs this custom component, your website's custom script catches the payload using a listener callback (onArtifactRender), generating your custom design using the collected variables.

Step 6 — Design

Brand alignment, no code needed

Personalize the widget's layout, icons, and color styles in real time to blend perfectly with your website's design.

Visual Design

Primary Brand Colors

Select your primary theme color to style buttons, header bars, user selections, and link assets.

Custom Avatar

Upload a square logo, photo, or brand mascot that represents the assistant in customer conversations.

Welcome greeting

Create a custom welcome message to display immediately when visitors click open the widget.

Screen placement

Decide if the chat bubble should rest on the bottom-right or bottom-left of the browser window.

Interactive Controls

Browser Voice calling

Enable the option for customers to click a call button and converse with the assistant using voice audio directly in the browser.

Visitor uploads

Allow customers to upload photos or files when submitting inquiries (e.g. upload receipt copies).

Routing conditions

Specify conditions that determine when the assistant should offer to connect the user to a human agent.

Step 7 — Connection

Go live on your website

Ready to install? Simply add a single line of script code into your website's header or footer settings. It works across all platforms.

Your connection script
<script src="https://chirps.cc/embed.js" data-assistant-id="YOUR-ASSISTANT-ID"></script>
Shopify
Insert the embed script within your Shopify Theme code layout files.
WordPress
Add the script to your theme header using a basic Header injection plugin.
Webflow
Paste the snippet inside your project's custom footer code block.
Wix
Use Wix settings to load custom HTML script blocks on all pages.
Squarespace
Paste the snippet into your Squarespace code injection settings.
Custom HTML
Place the script line immediately before the closing body tag of your template.
Page load optimization
Our connection script loads asynchronously, meaning it executes only after your website has finished rendering. It has zero impact on your site's SEO scores or speed.
Zero performance impact
The embed script uses async loading. Your website's Lighthouse score and Core Web Vitals will not be affected.
Management — Human Takeover

Monitor conversations, intervene live

Review transcripts in real time. If a complex client query requires human touch, pause the assistant and chat directly.

Live Chat Stream

Monitor ongoing dialogues in your dashboard as they unfold. Read transcripts and client details.

Instant Manual Override

Toggle off the assistant with a single button click. You can reply manually, and the assistant remains quiet.

Conversational Status indicators

Check if the assistant is actively replying, or if a team member has assumed manual control.

Privacy and Encryption

All dialogues, lead entries, and chat logs are fully encrypted and securely stored.

Learn from buyer feedback
Check unresolved transcripts periodically to identify areas where your site pages or assistant guidelines need additional detail.
Management — Smart Analytics

Analyze visitor themes automatically

The platform evaluates completed chats to group customer questions, identify popular topics, and spot sales friction.

Theme Grouping

Identify popular subjects (e.g. sizing, subscription tiers) to focus your copywriting updates.

Requested items

Track services or features that shoppers are asking for but your business doesn't yet support.

Sales indicators

See which common user questions lead directly to successful appointment bookings or purchases.

Volume Classification

Identified categories are sorted into volume groups, helping you spot critical feedback themes at a glance without reading hundreds of transcripts:

0–40% — Minor — sparse customer mentions
41–70% — Notable — a growing, steady theme
71–100% — High Volume — prominent customer focus
Tips & Tricks

Maximize assistant performance

Follow these simple guidelines to make your assistant feel professional and helpful to every website visitor.

State a clear target
Define a main goal for your assistant. Instead of 'be helpful', instruct: 'Your key goal is to get clients to submit their details through the Consultation Form'.
Use structured bullet points
Write guidelines using numbered rules. This prevents confusion and keeps response logic clean.
Display visual elements early
Tell the assistant to show product cards or intake forms immediately when relevant interest is detected, rather than after long chats.
Keep knowledge docs simple
When uploading text files, structure information as clear questions and answers (FAQ format) to help search matching.
Iterate week-by-week
Look at custom CSAT ratings and recent transcripts once a week. Add minor rules as user patterns emerge.
Define boundaries clearly
List out topics your assistant should avoid or defer to live agents, preventing off-brand discussions.
FAQ

Frequently Asked Questions

Common questions about setting up and running your assistant.

Ready to start?

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in 10 minutes.

Sign up, paste your web URL, customize alerts, and let the assistant help your visitors.

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