Help Center

Step-by-step guides from sign-up to go-live

1. Quick Start

Sign up & activate

Choose "Free Trial" or "Buy Now" on the pricing page. Fill in your company info and your console is created instantly. Paid plans support WeChat Pay, Alipay and Huifu — activated immediately after payment.

First-time setup

  1. Knowledge Base: import an industry template or upload FAQ docs
  2. Bots: create a bot, bind a knowledge base and set its persona
  3. Channels: add Web / WeChat / WeCom / Douyin
  4. Agents: invite your team members
  5. Publish and start serving customers

2. Knowledge Base

Create a knowledge base via industry template import (e-commerce, education, local services…) or custom import (docs or manual Q&A). AI automatically learns similar customer phrasings — approve them in the queue and the KB keeps getting better. Assign KBs to specific bots under Bot → Knowledge Ownership for personalization.

3. Channel Integration

Web

Copy the embed snippet from Channels → Web and paste it before </body>. Supports popup, side panel and full page with theme color.

WeChat / WeCom / Douyin

Provide AppID/Secret and configure the callback URL; QR authorization connects WeChat OA and Mini Program. For WeCom, configure CorpID/Secret/AgentID and enable session archive & proactive messaging — the AgentID is auto-cached after the first callback. Douyin binds via the open platform.

4. Handover & Flows

Compliant auto-handover (GB/T 47746-2026) triggers on: negative sentiment, explicit request, quota exhausted, AI unable to answer. Every handover is reason-tagged and audited. Use the visual flow builder to drag-and-drop multi-turn dialogs with branches, API calls and handover nodes; version and gray-release supported.

5. BI Reports & Daily Push

Console → BI Reports shows KPIs (sessions, messages, AI resolution, handover rate, CSAT), daily trends, heatmap, channel & bot distribution, handover reasons, top unresolved questions, tickets/flow status and agent performance. Quick range (7/30/90 days) or custom dates; export CSV. Enable Daily Push (top-right) to receive yesterday's summary on WeCom every morning — requires a configured WeCom channel with a completed callback.

6. Plans, Payment & SMS

Standard ¥680/yr · Pro ¥1,280/yr · Flagship ¥2,380/yr, plus a 30-day free trial. Pay with WeChat Pay, Alipay or Huifu; activated instantly. SMS is billed at the provider's cost — no markup; bind any mainstream SMS gateway and pay exactly the provider price. Renewal reminders 30 days before expiry; upgrade anytime.

7. FAQ

Does the free trial require a credit card?
No. Get 30 days of full-featured trial with basic info; data is retained after the trial and resumed on payment.
What if I exceed my AI chat quota?
AI auto-response pauses; human agents are unaffected. Buy a top-up pack or upgrade.
Do you support private deployment?
Yes, Flagship supports private deployment on your own infrastructure.
How do I integrate my business systems?
Pro and above include open APIs and Webhooks for order/CRM/ERP integration — see the Developer Center.
Is there a minimum SMS spend?
No. Billed by actual usage at provider cost with full records.
How do I get support?
Email openshop@qq.com or WeChat SkyTechCloud. Paid users enjoy priority support.