AiAIOGENTA
Resources

Help Center

Setup, channels, billing, and common questions. Signed-in customers can also use in-app Help for a guided assistant.

Getting started

Create a free account, sign in, and open Setup. The checklist walks you through business info, an AI agent, knowledge, the website widget, and optional WhatsApp or email. You can also start from the Local Chat builder on the homepage — that path uses the Free plan, then Starter when you upgrade.

Setup checklist

In the app, Setup is a guided tour: business info → AI agent → website → knowledge → widget → optional channels → lead scoring → notifications → test → activate. Finish Setup before inviting your team.

Website chat widget

After you create an agent, copy the embed snippet from Websites or onboarding and paste it before the closing body tag on your site. Visitors chat in the widget; you see conversations in Inbox and can get email or WhatsApp alerts.

WhatsApp

Connect WhatsApp under Channels. Customer chats land in the unified Inbox. You can also connect your own number for owner alerts and simple commands. WhatsApp Cloud API tokens stay encrypted; follow Meta’s rules for business messaging.

Inbox and CRM

Inbox shows every connected channel in one thread. Leads, Contacts, and Companies update as conversations progress. Use Knowledge so answers stay on your approved FAQs and pages.

AI agents and knowledge

Configure tone, instructions, and tools under AI Agents. Add FAQs or crawl your website in Knowledge. Agents should not invent prices, medical advice, or admissions rules — keep those in Knowledge and escalate when unsure.

Plans and cards

Plans include Free, Local Chat ($29), Education Institute (2K / 5K / 10K), Starter, Business, Agency, and Enterprise. Upgrade in Settings → Billing. Checkout accepts debit and credit cards (Visa, Mastercard, American Express, Discover) via Stripe. We never store full card numbers.

Schools and institutes

Use the Admission Agent and Education Institute plans (2,000 · 5,000 · or 10,000 conversations / month). Ground answers in your approved knowledge so the agent does not invent deadlines or fees.

Agencies and white label

Agency plan unlocks multi-client workspaces, client portals, and white-label branding. Each client stays isolated. See Solutions → Agencies.

Security and privacy

We use role-based access, workspace isolation, audit logs, and encryption in transit and at rest. Read the Security, Privacy, and Cookie pages. Report suspected abuse to hello@aiogenta.com.

Already have an account? Open in-app Help after you sign in.

Need done-for-you implementation? Review our AI Automation Agency guide for AI agent development, integrations, and workflow delivery.

FAQ

What is AIOGENTA?

AIOGENTA is an AI agent platform with intelligent automation. Businesses deploy AI agents for sales, support, admissions, lead qualification, reception, appointments, websites, and voice — then connect those agents to CRM, channels, calendars, and other business tools.

What is an AI Business Agent?

An AI Business Agent is a specialized AI employee that handles a part of your customer journey — qualifying leads, answering questions, booking appointments, updating CRM, and following up — using your approved business knowledge.

Is there a free trial?

Yes. You can build your own AI agent free for 10 days with limits. After the trial you continue on Starter or another plan — or choose Local Chat for $29/month.

How do I pay?

Upgrade in Settings → Billing. Stripe Checkout accepts debit and credit cards: Visa, Mastercard, American Express, and Discover. AIOGENTA does not store full card numbers.

What plans do you offer?

Free trial, Local Chat ($29), Education Institute (2,000 / 5,000 / 10,000 conversations), Starter, Business, Agency, and Enterprise. See the Pricing page for full details.

What is Local Chat for $29?

Local Chat is a simple chat app for local services websites. Visitors chat on your site; chat results are sent to your email and WhatsApp. Ideal for plumbers, salons, clinics, restaurants, and similar local businesses. Includes up to 500 conversations per month.

Do you have a plan for education institutes?

Yes. Education Institute plans include an Admission Agent for schools, colleges, universities, and training institutes, with monthly conversation limits of 2,000 · 5,000 · or 10,000. Choose the tier that matches your admissions volume.

Can AIOGENTA handle WhatsApp?

Yes. AIOGENTA connects customer conversations from WhatsApp into your unified inbox alongside other channels, with AI agents that respond using your configured knowledge and workflows.

Can I control everything from my WhatsApp number?

Yes. Connect your personal WhatsApp number and Gmail so hot leads and AI chat alerts reach you on WhatsApp, email, and the dashboard. Reply with commands like “Reply to Ahmed and tell him we can build it for $1,200” to guide the agent what to say to the customer.

Can AIOGENTA handle Instagram?

Yes. Instagram messaging can flow into the same unified inbox, so your team and AI agents work from one customer timeline.

Can AIOGENTA answer phone calls?

AIOGENTA includes voice AI capabilities for AI receptionist scenarios — answering calls, capturing intent, summarizing conversations, and updating CRM. Specific telephony integrations depend on your deployment configuration.

Can I build my own AI agent?

Yes. Use the AI Agent Builder to configure tone, tools, knowledge sources, escalation rules, and channel behavior for custom agents tailored to your business.

Can AIOGENTA capture leads?

Yes. Agents capture contact details, qualify intent, score leads, and create CRM records automatically from conversations across channels.

Does AIOGENTA include CRM?

Yes. AIOGENTA includes AI CRM with pipeline stages, lead scoring, and automatic updates driven by conversation intelligence.

Can AIOGENTA handle university admissions?

Yes. The Admission Agent is built for schools, colleges, universities, academies, and training institutes — handling inquiries, qualification, application guidance, and follow-up 24/7.

Can the Admission Agent answer student questions?

Yes, using your institution's approved knowledge base. It does not invent requirements, deadlines, fees, or policies — and escalates to staff when information is unavailable.

Can I connect my own knowledge base?

Yes. Upload FAQs, documents, website content, product catalogs, and policies so agents answer from approved business information.

Can agencies use AIOGENTA?

Yes. Agency mode supports multi-client management, separate workspaces, reporting, and white-label branding for client-facing experiences.

Does AIOGENTA support white labeling?

Yes. Customize logo, colors, domain, and client portal branding so the platform reflects your agency or organization.

Can I integrate my existing tools?

AIOGENTA is designed to sit at the center of your customer operations. Contact us to discuss integrations for CRM, calendars, telephony, and other systems in your stack.

How does AIOGENTA prevent AI from making up information?

AI Guardrails ground responses in your approved knowledge base, enforce business rules, acknowledge uncertainty, and escalate to humans when information is missing or ambiguous.

AIOGENTA

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