Skip to content
QwryAI
Documentation

Explore the documentation

Quick StartWelcome to QwryAI

Get started with QwryAI and discover how to build an AI support assistant trained on your business data.

Quick StartBuild Your First AI Agent

Create a support agent from your website, review its knowledge, and publish it to your site.

Quick StartBest Practices

Use these practices to improve answer quality, reduce failed handoffs, and keep your chatbot useful over time.

Quick StartResponse Quality

Improve how accurately and helpfully your chatbot answers customers.

AI Agent ManagementPlayground

Test and optimize your chatbot before deployment.

AI Agent ManagementData Sources

Add, train, and maintain the knowledge your agent uses to answer customer questions.

AI Agent ManagementDeploy

Add your chatbot to a website or ecommerce storefront.

AI Agent ManagementSettings

Choose the Copilot model, set a rate limit, and block spam and countries.

AI Agent ManagementEmail Settings

Configure email handoff and reply behavior for chatbot support workflows.

AI Agent ManagementLead Forms

Collect customer details directly inside the chat experience.

AI Agent ManagementIntegrations

Connect QwryAI with external platforms and business tools.

AI Agent ManagementDeveloper & Agent Access

Connect QwryAI to external AI tools, MCP clients, scripts, and CLI workflows.

AI Agent ManagementBackstage

Ask questions about your agent and workspace in a dedicated internal conversation.

AI Agent ManagementInstructions

Define your agent's behavior, guardrails, model, and response style.

AI Agent ManagementProcedures

Write a repeatable customer process with instructions, conditions, and actions.

AI Agent ManagementAction approvals

Review the exact input before an action performs a business write.

Pages

Workspace Management

Team & Agents

Invite teammates and choose the access they need to support customers.

Team access

Manage team membership from the workspace. Use an individual login for each teammate so conversation ownership and support activity remain attributable.

Invite a teammate

  1. Open the workspace member invitation form.
  2. Enter the teammate’s Email Address.
  3. Choose Admin, Manager, or Agent from Role.
  4. Add an optional Personal Message.
  5. Review the recipient and role, then select Send Invitation.
  6. After the invitation is accepted, confirm the teammate can access the work they need.

Choose a role

RoleWorkspace experience
OwnerThe workspace owner has administrative access.
AdminAccess to workspace and agent settings and administration.
ManagerManage agent content, actions, deployment, and support work. Administrative settings are restricted to owners and admins.
AgentHandle conversations and tickets, with access to Backstage and their profile.

The invitation form offers Admin, Manager, and Agent. Choose the role that matches the teammate’s work; a support agent does not need administrative access to respond to customers.

Prepare the support team

  1. Set up the teammate’s availability and schedule.
  2. Review routing and assignment with the team.
  3. Confirm the teammate can open an assigned conversation and ticket.
  4. Review membership when responsibilities change or someone leaves.