Documentation

Everything you need to set up and use SaanviBot

Overview

What is SaanviBot?

SaanviBot is an AI-powered chatbot platform that helps businesses capture, qualify, and convert website visitors into leads. Instead of static forms, visitors have natural conversations — resulting in 3x more leads.

More leads

< 2 min

Setup

24/7

Always-on

10+

Languages

Key Features

●AI-Powered Chat — Natural conversations using Gemini/GPT, not rigid scripts

●Flow Builder — Custom question sequences with conditional logic

●3 Chat Modes — AI Mode, Flow Mode, or Hybrid (questions first, then AI)

●Lead Scoring — Automatic scoring based on info collected

●Live Chat Takeover — Jump into any conversation as a human agent

●Knowledge Base — Crawl your website so the bot knows your business

●Webhooks — Send leads to Zapier, Google Sheets, HubSpot, or any CRM

●Multi-Language — 10+ languages supported

●White-Label — Resell under your own brand

●Analytics — Conversion rates, lead charts, bot performance

Quick Start

Get your chatbot live on any website in under 2 minutes:

Create an account

Configure your bot

Go to Dashboard → Bot Settings. Set bot name, welcome message, and theme color.

Copy the embed code

Go to Dashboard → Embed Code. Copy the single line of JavaScript.

Paste on your website

Add the script tag before </body> on your website.

Start getting leads

Visitors chat with your bot. Leads appear in your dashboard.

Installation

Add one line of code to your website:

<script src="https://your-app.com/widget/chatbot.js" data-bot-id="YOUR_BOT_ID"></script>

Platform	How to install
HTML	Paste directly in your HTML file
WordPress	Add to theme footer or use Insert Headers and Footers plugin
Shopify	Online Store → Themes → Edit Code → theme.liquid
Wix	Settings → Custom Code → Add before body tag end
React / Next.js	Add to layout or _app file using Script component
Laravel / PHP	Add to your main layout blade template

Performance

Widget loads async, won't slow your site. Only ~15KB.

Dashboard

Your central hub for managing everything:

Overview

Total leads, conversations, conversion rate, charts, bot performance.

Leads

All captured leads. Export CSV. Full chat replay.

Bot Settings

Name, colors, prompts, style, language, logo, webhook, auto-open.

Live Chat

Active conversations. Take over from AI. Typing indicators.

Embed Code

Copy embed code with one click.

Billing

Current plan, usage meter, upgrade/downgrade.

White-Label

Agency mode, custom branding, logo, domain.

Bot Settings

Setting	Description
Bot Name	Displayed in the chat header
Welcome Message	First message visitors see
Theme Color	Primary color for header, buttons, bubbles
Position	Bottom-right or bottom-left
Logo URL	Company logo in header and avatars
Auto Open	Open chat automatically (0-30s delay)
System Prompt	AI instructions — who it is, what your business does
Lead Fields	Which fields to collect (name, email, phone, custom)

Chat Modes

AI Mode

AI handles entire conversation freely using your system prompt. Best for natural conversations.

Flow Mode

Bot follows pre-defined questions step by step. Validation, conditions, buttons. Best for structured capture.

Hybrid ModeRECOMMENDED

Flow questions first, then AI takes over. Best of both worlds.

Flow Builder

Create custom question sequences in Bot Settings → Flow Builder.

Question Types

Type	Description	Example
Text	Free text input	What is your name?
Email	Email with validation	Your email address?
Phone	Phone with validation	Your phone number?
Number	Numeric only	How many employees?
Buttons	Clickable options	Service: Web Dev, App Dev, SEO
Dropdown	Select from list	Your budget range
Long Text	Multi-line	Describe your project

Conditional Logic

Show questions only if a previous answer matches a value. Example: show "Budget?" only if visitor selected "Web Development".

Knowledge Base

Make your bot smart about your business. Access via Bot Settings → Knowledge Base.

1Enter your website URL

2We crawl up to 10 pages following same-domain links

3Text content extracted (scripts, styles stripped)

4Toggle which pages the bot can reference

5AI uses this knowledge to answer visitor questions

Lead Management

Lead Scoring

Data	Score
Name	+10 points
Email	+30 points
Phone	+20 points

Score >= 50 = Hot Lead (triggers urgent email alert).

●CSV Export — download all leads with one click

●Chat Replay — click any lead to see full conversation

●Filter by bot — view leads from specific bots

Live Chat / Human Takeover

Take over any conversation from AI and respond as a human agent.

1Go to Dashboard → Live Chat

2See all active conversations (refreshes every 5s)

3Click a conversation to view full chat history

4Click "Take Over" to switch from AI to human

5Visitor sees "A live agent has joined the chat"

6Type your reply — appears instantly on visitor's widget

7Typing indicators work both ways (like WhatsApp)

8Click "Return to AI" when done

Analytics

Stat Cards

Total leads, conversations, conversion rate, hot leads

Bar Charts

Leads & conversations per day (last 7 days)

Bot Performance

Per-bot conversion rates and lead counts

Recent Leads

Latest 5 leads with quick-view table

Conversation Styles

Choose how the AI communicates:

Professional

Formal, business-like, polite

Friendly

Warm, casual, like a friend

Witty

Fun with light humor

Concise

Short, direct, 1-2 sentences max

Multi-Language

Set in Bot Settings → Integrations → Language.

EnglishHindiSpanishFrenchGermanPortugueseArabicChineseJapaneseKorean

Email Notifications

New Lead Email

Sent when a new lead is captured. Includes all collected fields.

Hot Lead Alert

Urgent email when score crosses 50. "Reach out within 5 minutes."

Setup

Get a free API key from resend.com → add as RESEND_API_KEY in .env

Webhooks / CRM Integration

Set webhook URL in Bot Settings → Integrations. Every new lead triggers a POST:

{
  "event": "lead.created",
  "botId": "abc123",
  "botName": "My Bot",
  "lead": {
    "name": "John Doe",
    "email": "john@example.com",
    "phone": "+919876543210",
    "score": 50,
    "sourcePage": "https://site.com/pricing",
    "customFields": { "service": "Web Dev", "budget": "50k-1L" }
  },
  "timestamp": "2026-04-07T10:00:00Z"
}

Platform	How to connect
Zapier	Webhooks by Zapier trigger → connect to any app
Make	Webhook module as trigger
Google Sheets	Via Zapier/Make — auto-add row per lead
HubSpot	Via Zapier — create contact per lead
Custom API	Point to your own server endpoint

Industry Playbooks

Pre-built templates — click Browse Templates in Bot Settings.

Real Estate

Budget, location, BHK, buy/rent

7 Qs

E-Commerce

Product interest, budget

4 Qs

SaaS

Role, team size, challenge, demo

6 Qs

Education

Course, qualification, timeline

6 Qs

Healthcare

Service, patient type, appointment

6 Qs

Digital Agency

Service, budget, timeline

6 Qs

White-Label / Agency

Resell under your own brand. Enable in Dashboard → White-Label.

●"Powered by" text shows your agency name

●Custom logo replaces SaanviBot branding

●Custom powered-by text per bot

●Custom domain support (coming soon)

Billing & Plans

Plan	Price	Conversations	Bots
Free	$0/mo	50/mo	1
Starter	$29/mo	500/mo	1
Growth	$79/mo	2,000/mo	3
Business	$199/mo	10,000/mo	Unlimited

API Reference

Endpoint	Method	Description
/api/widget/[botId]	GET	Bot config for widget
/api/chat	POST	Send message, get AI/flow response
/api/chat/poll	GET	Poll for new messages (live chat)
/api/chat/typing	POST/GET	Typing status signals
/api/bots	GET/POST	List or create bots
/api/bots/[id]	GET/PUT/DEL	Manage a bot
/api/bots/[id]/flow	GET/PUT	Flow questions
/api/bots/[id]/crawl	POST	Crawl website for KB
/api/bots/[id]/kb	GET/PATCH	KB pages + toggle sharing
/api/leads	GET	List all leads
/api/analytics	GET	Dashboard analytics
/api/livechat	GET	Active conversations
/api/livechat/[id]	GET/POST/PATCH	View/reply/takeover

FAQ

How does the AI know about my business?

Two ways: (1) System prompt tells the AI who it is. (2) Knowledge Base crawler reads your website content.

Will it slow my website?

No. Loads async, only ~15KB.

Multiple websites?

Yes. Create multiple bots, embed each with its own bot ID.

What AI model?

Gemini 2.5 Flash — fast, smart, cost-effective.

CRM connection?

Set webhook URL in Bot Settings. Use Zapier/Make for HubSpot, Sheets, etc.

Take over from AI?

Yes. Dashboard → Live Chat → Take Over. Visitor sees "A live agent has joined."

Data security?

Multi-tenant isolation. Passwords hashed with bcrypt.

Resell to clients?

Yes. Enable Agency Mode in White-Label. Clients won't see SaanviBot branding.

Documentation

Overview

What is SaanviBot?

Key Features

Quick Start

Installation

Dashboard

Bot Settings

Chat Modes

Flow Builder

Question Types

Conditional Logic

Knowledge Base

Lead Management

Lead Scoring

Live Chat / Human Takeover

Analytics

Conversation Styles

Multi-Language

Email Notifications

Webhooks / CRM Integration

Industry Playbooks

White-Label / Agency

Billing & Plans

API Reference

FAQ

Need help?