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AnroAgents documentation
How the product actually works — setting an agent up, what it can draw on, where it runs, how it handles leads, and what it deliberately does not do.
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What AnroAgents is
The product in one page — what it does, who it is for, and what makes it different from a chatbot.
Getting started with AnroAgents
From signing up to a live agent on your website, step by step.
Setting up an agent — the form step by step
What each step of the AnroAgents agent form does and what to put in it.
Knowledge base
The Knowledge Base
Uploading documents so the agent answers from your real material.
Putting a product catalogue into the agent
How to prepare a catalogue, price list or property list so the agent answers well.
Where the agent runs
Putting the chat widget on your website
The embed snippet, its options, and how the widget behaves on a page.
The hosted agent page and share link
A full-page chat with your agent at its own link, with no website needed.
WordPress plugin and Shopify app
Installing an AnroAgents agent on WordPress or Shopify without touching code.
The AGNTCY directory
Publishing your agent where other AI agents can find and call it.
Conversations and leads
Lead qualification
BANT, MEDDIC and custom frameworks — structured discovery inside a normal conversation.
Pre-chat form and lead capture
Two ways to get a visitor's contact details, and when each is worth the friction.
Live handoff and the Inbox
How a conversation moves from the AI to a human operator and back.
Proactive triggers
Rules that make the chat open itself on specific visitor behaviour.
Analytics and conversations
What the dashboard measures and where to read what visitors actually said.
The lead network
Handing on visitors you cannot serve, and getting paid for them.
Integrations and API
Booking meetings with Google Calendar
Letting the agent schedule real meetings in your own calendar.
HubSpot CRM and webhooks
Getting conversations and leads out of AnroAgents into your other systems.
Emails the agent sends
In-chat emails and automatic follow-ups, sent from your own mailbox.
The API and MCP server
Managing agents from your own code or from an AI assistant.
How the agent behaves
Tone, guardrails and the custom system prompt
How to control what the agent says and what it must never say.
Languages
What language the agent speaks to visitors, and what language the dashboard is in.
Review and moderation
What review means, when it is required, and what is checked.
Billing
Billing, payments and cancellation
How subscriptions, overage, crypto payment and cancellation work.
Invoices, VAT and company details
Who you are buying from, how VAT is applied, and where to get invoice PDFs.
The referral programme
Earning 20% of what the customers you refer pay, and how payouts work.
Account and data
Team members and workspaces
Inviting managers, what they can do, and how agencies work across accounts.
Security, privacy and data
Where data lives, who can see it, and what is done with it.