For AI agents: visit https://docs.customgpt.ai/llms.txt for an index of all pages formatted in Markdown and endpoints in OpenAPI.
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🏠 Homepage

  • Welcome to CustomGPT.ai guide!
  • Overview
  • API quickstart guide

🚀 Getting Started

  • Create your CustomGPT account
  • Subscribe to CustomGPT
  • Email validation policy
  • Create AI agent from website
  • Test AI agent
  • Best practices

📋 Account Management

  • Account management
    • Your profile
    • Change your email address
    • Change password
    • Forgot password
    • Delete your account
  • Analytics, usage and limits
    • How usage limits work
    • View limits & usage
  • Billing
    • Add a coupon code
    • Upgrade or change subscription plan
    • Update billing information
    • Find your receipt history
    • Export your invoices
    • Plan add-ons
      • Activate add-ons for your plan
      • Add extra monthly queries
      • Increase words storage limit
      • Add extra documents processed
      • Add more agents
      • Add extra AI Vision images
  • API keys
    • Generate your API key
    • Edit your API key
    • Revoke your API key
    • API key permissions
  • How to enable 2FA

💬 Agent Management

  • Managing agents
    • Access your existing agents
    • Use the search bar to find agents
    • Find your agent ID and agent key
    • Understand agent’s status
    • Locate event logs
    • Manage AI agent data
    • Duplicate an agent
    • Delete an agent
  • Managing visibility
    • Make your agent public
    • Make your agent private
  • Agent security
    • Add re-captcha to your AI agent
    • Set up domain whitelist for your AI agent
    • Allow CustomGPT to crawl a restricted site
    • Set your conversation retention period
  • Access agent settings
  • Managing conversations
    • Export agent’s conversation history
    • Monitor queries & conversations
    • Delete conversation history
    • Conversation limits
    • View my own conversations
  • Agent uptime

🎨 Agent Customization

  • Agent roles
    • How to use agent roles
    • Customer support
    • Website copilot
    • Enterprise search
    • Revenue agent
    • Product lookup
  • Appearance
    • How it looks
    • Change agent avatar
    • Change agent style
    • Change end-user avatar
    • Change avatar orientations
    • Manage in-chat avatars visibility
    • Set user message color
    • Set the toolbar color
    • Change the background
    • Change your AI agent title
    • Manage avatar visibility when there is no active conversation
    • Enable Spotlight Avatar
    • Add terms of service to your AI agent
    • Add an AI Disclaimer
  • Persona
    • Control how your agent acts
    • Auto-generated personas
    • Persona Playbook
      • Customer Support Agent Persona
      • Sales Assistant Persona
      • Technical Documentation Assistant Persona
      • Legal & Compliance Advisor Persona
      • Content Creator Persona
      • Research Analyst Persona
      • Knowledge Base Assistant Persona
      • Product Guide Assistant Persona
      • B2B Buyer (End User) Persona
      • Distributor Operations Lead Persona
      • E-Commerce Digital Manager Persona
      • Inside Sales Rep Persona
      • Parts Catalog Manager Persona
  • Intelligence
    • Available AI models and capabilities
    • Choose the Right AI Model for Your Agent
    • Use Speed mode for your AI agent
    • Use Accuracy for your AI agent
    • Configure and use Understanding mode
    • Enable agent to use general LLM knowledge
    • Allow agent to be aware of logged-in user
    • Query consumption for high-performance models
    • Configure context depth
      • How context depth works
      • Set context depth on your agent
      • How context depth affects query cost
      • Choose the right context depth for your use case
  • Settings
    • Starter Questions
      • Create a simple starter question
      • Enable and manage context-rich starter questions
      • How context-rich starter questions work
    • Conversation
      • Change your AI agent's language
      • Add a placeholder prompt
      • Change loading indicator type
      • Add a custom message ending to every response
      • Change the "I don't know the answer" message
      • Control conversation duration
      • Disable Markdown in responses
      • Customize the message for failed moderation
    • Citations
      • Activate citations for your AI agent
      • Change how citations are displayed
      • Change the citations labels
      • Disallow using sources in responses
      • Activate image citations
      • Control agent’s general knowledge base awareness
      • Enable numeric search
      • Enable OpenGraph Citations
      • Enable Improved Numeric Search
      • How Improved Numeric Search works
      • How PDF Citations work
      • How to configure PDF Citations
    • Advanced
      • Enable conversation history for your deployments
      • Manage conversation sharing
      • Manage conversation exporting
      • White label your agent
      • Manage user feedback

📚 Data Sources

  • Web
    • Connect to any website
    • How CustomGPT.ai builds AI agent from my website?
    • Build an AI agent from your website
    • Build an AI agent from a slow-loading website
    • What happens if my website doesn’t have a sitemap?
    • Add a website in low performance mode
  • Sitemaps
    • Find your sitemap
    • Validate your sitemap
    • Create a sitemap from website crawling
    • Create a sitemap from website scraping (small websites)
    • Create a sitemap from Google results
    • Build your sitemap from URLs
    • Add a Readme sitemap to your AI agent
    • Add new sitemap to agent using Slack integration
    • Create a sitemap from podcast episodes
    • Create a sitemap from podcast channel
    • Create a sitemap from RSS feed
  • Website with images
    • Website with images - Overview
    • Build an AI agent from your website with images
  • Drives
    • Connect to Google Drive
    • Connect to SharePoint sites
    • Integrate SharePoint documents
    • Connect to OneDrive
    • Save PDFs from SharePoint or OneDrive for viewing
  • Knowledge bases
    • Connect to Notion
    • Connect to Confluence
      • Migrate to the new Confluence integration
    • Connect to HubSpot
  • Content management systems
    • Connect to WordPress directly
    • Connect to a WIX website
    • Connect to a SquareSpace website
    • Connect to Weebly website
    • Connect to a Ghost website
  • Customer Support
    • Migrating to the new Zendesk integration
    • Connect Zendesk to your agent
  • Media
    • Connect to YouTube channel
    • Add one or more YouTube videos
    • Upload audio files
    • Add PDFs and documents
    • Process images and PDFs with AI vision
      • How AI Vision works
      • Enable AI vision for uploaded images
      • Enable AI Vision for PDF Text Extraction
      • Vision processing limits
    • Activate data anonymizer (premium feature)
    • Activate OCR (premium feature)
    • Upload ZIP archive
    • Delete all uploaded files
    • Connect to Vimeo
      • Use Vimeo videos as a knowledge source
      • How Vimeo integration works
      • Vimeo URL formats and sync limits
  • E-Commerce
    • Connect to a Shopify website
  • Agent’s general awareness of data sources

🌐 Data Management

  • Auto-Sync
    • Websites and sitemaps
      • Enable auto-sync for websites and sitemaps
      • Enable auto-sync for website with images
      • Disable JavaScript during website indexing
      • Extend allowed time per page
      • Enable slow mode when adding a new source to an existing agent
      • Enable low performance mode for website auto-sync
    • Enable Google Drive auto-sync
    • Enable YouTube auto-sync
    • Enable auto-sync for SharePoint documents
    • Enable auto-sync for SharePoint sites
    • Enable OneDrive auto-sync
    • Enable Confluence Auto-Sync for Your Agent
    • Enable Notion auto-sync
    • Enable Zendesk auto-sync
    • Enable Vimeo auto-sync
  • Track indexed words per page
  • Refresh your content
  • Edit metadata of your uploads

🧠 Agentic Actions

  • Connect external APIs
    • How API key security works in external APIs
    • Connect a platform using Quick Setup
    • Connect a custom API using an OpenAPI schema
    • Edit or delete an API integration
    • Platforms available in Quick Setup
  • Plan & Act mode
    • Plan & Act mode overview
    • Enable Plan & Act mode
  • Smart Tasks
    • Smart Tasks - Overview
    • Enable and configure Smart Tasks
    • How Smart Tasks handle external access
  • Lead capture
    • Lead Capture overview
    • Enable Lead Capture
    • Customize the information you want to capture
    • Collect UTM tags with your leads
    • Use Lead Capture with Drive Conversions
    • Use Lead Capture without Drive Conversions
    • Export captured leads
    • Track collected leads and usage
  • Drive conversions
    • Drive Conversions – Overview
    • Enable Drive Conversions
    • Track conversions and usage
  • Webpage awareness
    • Webpage Awareness – Overview
    • Enable Webpage Awareness
    • Track webpage awareness usage
    • How is webpage context processed and saved
  • Document analyst
    • Document Analyst - Overview
    • How Document Analyst answer relevance works
    • Enable Document Analyst
    • Configure Document Analyst
    • Document Analyst best practices
    • Track Document Analyst usage
    • Document Analyst limits
  • Verify Responses
    • Verify Responses - Overview
    • Enable Verify Responses
    • Understanding your Verify Responses results
    • Verify Responses use cases
    • Track Verify Responses usage
    • Verify Responses - Best practices
  • Custom Button
    • Custom Button - Overview
    • Enable Custom Button
    • Configure Custom Button
    • Track Custom Button usage
  • Custom MCP actions
    • How custom MCP actions work
    • Add a custom MCP action
    • Enable custom MCP action
    • Add a Custom Action with OAuth 2.1
    • Ask end user for confirmation
    • Limits and cost
  • Web Search
    • How Web Search agentic action works
    • Enable Web Search for your agent
    • Web Search cost and reporting
  • Actions cost

🧩 Multi-agent Capabilities

  • How multi-agents agents work
  • How to create and manage a multi-agent
  • Multi-agent settings and limitations
  • Multi-agent use cases

📡 Deployment options

  • Preview your agent with Try It Out
  • Test deployment
  • Embed an agent
    • Embed AI agent into any website
    • Embed AI agent using iFrame
    • Embed your AI agent on SharePoint site
    • Embed your AI agent on Shopify
    • Embed your AI agent on Readme.com
    • Embed your AI agent on Wix
    • Embed your CustomGPT.ai agent into Pendo Resource Center
    • Embed your AI agent on Notion
  • Add a live chat
    • Add live chat to any website
    • Add live chat to Shopify
    • Add live chat to Wix
    • Configure how live chat agent looks
    • Configure live chat agent behavior
    • Agent Initiative: Prompt user with a Starter Question
    • Configure Agent Initiative behavior
  • Add a website copilot
    • Add copilot button to your website
    • Customize copilot agent appearance
    • Add copilot to any text input field on your website
    • Add copilot to any text input field with a send button
  • Deploy to WordPress via plugin
  • Slack integration
    • Connect to a Slack workspace
    • Create agent using Slack integration
    • Set Up primary Slack agent
    • Deploy to a Slack channel
    • Configure agent access in Slack workspace
  • Search generative experience
    • Add search generative experience to your website
    • Set a custom search parameter
  • Add instant viewer
    • Add instant viewer to your website
    • Customize PDF behavior with instant viewer
  • Configure font size
  • Enable and use custom context
  • Enable and use pre-prompt
  • Enable and use CRM integration
  • Connect with other agents
    • Deploy using an MCP server
    • What is hosted CustomGPT.ai MCP server?
    • Configure MCP server permissions
    • MCP server permissions
    • How-to guides
      • Deploy to Claude Web
      • Deploy to Claude Desktop
      • Deploy to ChatGPT
      • Deploy to Cursor
      • Deploy to Windsurf
      • Deploy to Trae
      • Deploy to any other MCP client

🏷️ Source Labeling

  • Source Labeling overview
  • Assign labels to your knowledge base documents
  • Enable and use labels for your agent
  • How to use Source Label query parameters
  • Try Source Labels in action

⚡ Zapier Integration

  • Connect to Zapier
  • Events
    • Send a captured lead via Zapier
    • Process a new conversation in Zapier
    • Process a new message in Zapier
    • Handle the conversation end in Zapier
  • Actions
    • Create a new agent using Zapier
    • Start a new conversation using Zapier
    • Query an agent using Zapier
    • Export a conversation using Zapier
    • Export Conversation Leads Using Zapier
    • Delete an agent using Zapier
    • Update agent’s settings using Zapier
    • Upload a file to the agent using Zapier
  • Advanced workflows
    • Respond to your Freshdesk tickets with CustomGPT.ai using Zapier
    • Intercom deployment
    • Send collected leads to HubSpot
    • Automatically sync Gmail emails to your agent's knowledge base

💡 SOLUTIONS

  • Increase user engagement up to 10×
  • Build revenue agent and drive conversions
  • Embed your photos in agent responses
  • When to use numeric search to improve responses from spreadsheet data
  • CustomGPT.ai WhatsApp integration
  • Add multilingual support without reloading the page
    • Live Chat
    • Website Copilot
  • Automatically pop-up the Live Chat bubble just on selected pages
  • Display images in agent responses
  • Build a two-agent product lookup system

📊 Analytics

  • Account analytics
  • Agent analytics
    • Explore agent stats and data
    • Export agent stats and data
  • Customer intelligence
    • Explore and filter conversations
    • Inspect conversation insights
    • Advanced metrics
    • Export customer intelligence data
    • Risk metrics
    • Additional query information
  • Links & Sources
    • Explore links clicked in conversations
    • How are citations and links tracked
    • Tag links in your conversations
    • Manage link tagging in conversations
    • Export Links & Sources data
  • Reporting
    • Get analytics on your email
    • Update report frequency
    • Add new users to reports
  • Limits for analytics features

👥 CustomGPT.ai Teams

  • Enable all Teams features
  • Team management
    • Send a team invitation
    • Accept a team invitation
    • Switch team accounts
    • Change team name
    • Two-tier team roles
  • Roles
    • Basic roles
    • Chat-only role
    • Create custom roles
    • Create agent-specific custom roles
    • Configure usage limits for your users
  • Personal agents
    • How personal agents work
    • Allow users to create their personal agents
  • Private agent deployment
    • Enable private agent deployment
    • How private agent deployment works
    • Log in into private deployed agent
  • SSO
    • SSO setup
    • SSO setup with Google Workspace
    • SSO setup with Microsoft Azure
    • SSO setup with Microsoft Entra ID
    • SSO setup with Okta
    • SSO setup with PingOne
  • IdP-controlled end-user access
    • End-User IdP Access Overview
    • Deploy AI agents to your entire organization via IdP
    • Deploy IdP-access controlled agent to external website
    • Enable JWT Login for Embedded Agents
    • What your external users experience
    • Update and revoke external agent access

🤖 Claude Code Integrations

  • How the Claude Code Plugin works
  • How to install the CustomGPT.ai Claude Code plugin
  • How to search and manage your project with the Claude Code plugin
  • How to make your project searchable with the Claude Code plugin

🔒 Security

  • Is CustomGPT.ai GDPR compliant?
  • Conversation retention period
  • How CustomGPT.ai agents defend against prompt injection and hallucinations

🛠️ Support

  • Support
  • Feature request
  • Affiliate partners
  • Find your affiliate ID (AFFID)
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Collect UTM tags with your leads

This guide explains how to automatically collect marketing and referral tags from a visitor’s browser URL whenever your agent captures a lead.

    • What is UTM tag collection?
    • Why this feature matters
    • How it works
    • How to enable UTM tag collection
    • Related articles