Self-serve answers that stay on your docs
Turn FAQs, help sites, and synced wikis into a conversational layer on your site. FlexyAgents retrieves grounded passages, keeps tone and escalation rules explicit, and scales to messaging channels when your plan unlocks them—without maintaining a separate brain for every surface.
Docs, tickets & files (16)
Full-color marks via the same connector proxy; third-party logos belong to their owners.
- Structured Q&A pairs sit beside long-form docs and connector sync so high-volume questions resolve in one turn when you want them to
- Website crawls and file uploads land in the same knowledge bases ticketing tools sync into—one retrieval stack for the widget and messaging
- FAQ & Help Desk-style templates encode tone, escalation, and when to stop so the assistant does not improvise outside published material
- Expand from web widget and hosted help pages to email, Slack, Teams, and more as your plan unlocks full channel deployment
Content
Build the help layer visitors and agents both rely on
Mix curated FAQs, crawled portals, and live sync from the systems where policies already live. Scope bases per assistant so public articles never pull from internal-only sources.
FAQ and short answers
Capture exact questions and approved responses for shipping status, refunds, SLAs, and account basics—ideal when you want verbatim consistency.
- Retrieval can prioritize Q&A-style chunks for fast deflection
- Editors update entries without redeploying embed code
- Pairs naturally with longer articles for “learn more” depth
Crawl the help site you already maintain
Point at docs, status, or marketing help URLs with depth and rate limits so public pages stay indexed alongside PDFs.
- Robots-aware pacing keeps crawls polite
- Replace sources when you migrate CMS or domain
- Works next to Notion or Confluence sync for hybrid teams
Connectors for tickets and wikis
Zendesk, Intercom, Freshdesk, Help Scout, ServiceNow, Notion, Confluence, Slite, and ClickUp can feed scheduled sync jobs into the bases you choose.
- Same catalog also powers automations when you need ticket → Slack alerts
- Files from Drive, Dropbox, Box, or SharePoint augment wiki content
- Inactive connectors disappear from pickers until credentials exist
One workspace, many help agents
Spin up separate assistants for consumers, partners, and internal IT with different knowledge attachments and handoff URLs.
- Avoids leaking internal runbooks into customer-facing widgets
- Clone agents when locales or brands need parallel FAQs
- Shared analytics still roll up at the organization level
Experience
Meet readers where they look for answers
The web widget and hosted help URL share branding, accessibility, and launcher controls. Answers stay short when FAQs hit; deeper articles surface when users ask for detail.
Embeddable widget
Drop the script on docs, checkout, or in-app surfaces so users never leave the task to find a policy snippet.
- Launcher placement and greetings match your design system tokens
- Mobile layouts mirror how most self-serve traffic arrives
- API access covers headless apps that cannot load the script
Hosted help and chat pages
Publish a standalone URL for email footers, QR codes, or support signatures when you do not want to touch production HTML.
- Same agent brain as the widget—no duplicate training
- Ideal for campaign-specific help during launches
- Deep links can pre-fill context where you configure them
Accessible, on-brand replies
Contrast, motion, and typography settings align with modern accessibility expectations while keeping answers readable.
- Citation-style references point back to source titles when enabled
- Tone follows behavior settings per agent
- Dark mode presets where your theme supports them
Boundaries and handoffs
Templates and system prompts define when to escalate to humans, open tickets, or refuse—so billing disputes and one-offs do not get fabricated answers.
- Handoff URLs can point to forms, chat queues, or phone trees
- Automations can notify owners when confidence drops
- Audit-friendly configuration on eligible plans
Reach
Same FAQ brain across channels and metrics
Add messaging and email when your subscription allows. Analytics and knowledge usage reports show which articles still drive tickets so editors know what to refresh.
Omnichannel self-serve
WhatsApp, SMS, email, Slack, Teams, and social DMs can reuse the same retrieval stack once connections are live—web widget-only tiers still ship first.
- Plan flags control when OAuth channels unlock
- Pause a deployment without losing historical transcripts
- Channel rate limits still follow vendor contracts
Deflection you can measure
Conversation analytics and knowledge analytics help PMs see which topics escape self-serve and which docs are never opened.
- Advanced reports and realtime tiles depend on plan entitlements
- Export when your governance policy allows
- Pairs with automations for stale-content alerts
When FAQs are not enough
FlexyAgents also powers full customer-support workflows—triage, CRM updates, and agent assist on the same platform.
- Jump to the support solution page for ticket-heavy narratives
- Reuse connectors instead of rebuilding integrations
- Single subscription covers help center and ops expansion
Go deeper on Knowledge & RAG, browse Templates, or see full-funnel support on Customer support.
Next step
Publish help that feels conversational—not chaotic
Start from the FAQ & Help Desk template, attach the right knowledge bases, embed the widget, then iterate with analytics on what still escalates to humans.