User guides
Step-by-step flows to set up chat, bots, forms, and integrations. Share any guide link with your team — no login required.
New to Chatzo? Do these in order:
Follow this order. Each step links to a detailed guide.
One script tag — works on WordPress, Shopify, HTML, or any site.
The bot answers FAQs automatically before an agent steps in.
Each entry teaches the bot how to answer one topic.
Guide visitors through buttons — pricing, support, booking — then hand off to a human when needed.
Make sure automation works — then know how to take over as an agent.
Submissions become leads in your CRM.
Capture emails and offers on your website.
Every chat, form, and popup can create a lead your team can follow up on.
One place for website chat, Messenger, and Instagram DMs.
You only connect your accounts — no technical setup required.
Reply to customers on Google from your dashboard.
Owners, admins, agents, and viewers — who can do what.
What each plan includes.
Copy the main guide hub link: