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
Analytics, usage and limits
- How usage limits work
- View limits & usage
Billing
API keys
How to enable 2FA

💬 Agent Management

Managing agents
Managing visibility
- Make your agent public
- Make your agent private
Agent security
Access agent settings
Managing conversations
Agent uptime

🎨 Agent Customization

Agent roles
Appearance
Persona
Intelligence
Settings

📚 Data Sources

Web
Sitemaps
Website with images
- Website with images - Overview
- Build an AI agent from your website with images
Drives
Knowledge bases
- Connect to Notion
- Connect to Confluence
  - Migrate to the new Confluence integration
Content management systems
Customer Support
- Migrating to the new Zendesk integration
- Connect Zendesk to your agent
Media
E-Commerce
- Connect to a Shopify website
Agent’s general awareness of data sources
Customer Relationship Management
- Connect to Hubspot
  - Connect HubSpot knowledge base to your agent
  - Connect HubSpot CRM to your agent

🌐 Data Management

Auto-Sync
Track indexed words per page
Refresh your content
Edit metadata of your uploads

🧠 Agentic Actions

Connect external APIs
Plan & Act mode
- Plan & Act mode overview
- Enable Plan & Act mode
Smart Tasks
- Smart Tasks - Overview
- Enable and configure Smart Tasks
Lead capture
Drive conversions
Webpage awareness
Document analyst
Verify Responses
Custom Button
MCP connectors
Web Search
Actions cost

🧩 Multi-agent Capabilities

How multi-agents agents work
How to create and manage a multi-agent
How Smart Routing works
Enable and configure Smart Routing
Set routing instructions for your Multi-Agent
Set a primary agent
Multi-agent settings and limitations
Multi-agent use cases

📡 Deployment options

Preview your agent with Try It Out
Test deployment
Embed an agent
Add a live chat
Add a website copilot
Deploy to WordPress via plugin
Slack integration
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

🏷️ 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
Actions
Advanced workflows

💡 SOLUTIONS

Turn your PDFs into conversion opportunities
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
Plan & Act Analytics Agent

📊 Analytics

Account analytics
Agent analytics
- Explore agent stats and data
- Export agent stats and data
Customer intelligence
Links & Sources
Reporting
Limits for analytics features

👥 CustomGPT.ai Teams

Enable all Teams features
Team management
Roles
Personal agents
- How personal agents work
- Allow users to create their personal agents
Private agent deployment
SSO
IdP-controlled end-user 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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