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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
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
Settings
Starter Questions
Create a simple starter question
Enable 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
Advanced
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?
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
Customer Support
Connect to Zendesk help center
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
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 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
Track indexed words per page
Refresh your content
Edit metadata of your uploads
🧠 Agentic Actions
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
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
📡 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
Assign labels to your knowledge base documents
Enable and use labels for your agent
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
⚡ 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
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 & clicks
Explore links clicked in conversations
How are citations and links tracked
Tag links in your conversations
Manage link tagging in conversations
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
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 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
What your external users experience
Update and revoke external agent access
🔒 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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