# CustomGPT Documentation

> CustomGPT creates your own custom ChatGPT chatbot with all your business content. You then get accurate, trusted ChatGPT responses from your content without making up facts. All within a secure, privacy-first, business-grade platform. Trusted by MIT, Adobe, Dropbox and 4000+ businesses.

## Guides
- [Welcome to CustomGPT.ai guide!](https://docs.customgpt.ai/docs/welcome.md)
- [Overview](https://docs.customgpt.ai/docs/overview.md): 📃 Learn how to kickstart your AI Journey with CustomGPT!
- [API quickstart guide](https://docs.customgpt.ai/docs/api-quickstart-guide.md): Getting started with CustomGPT's API is quick and easy.
- [Create your CustomGPT account](https://docs.customgpt.ai/docs/create-your-customgpt-account.md): Follow these steps to register a new user account on CustomGPT.
- [Subscribe to CustomGPT](https://docs.customgpt.ai/docs/onboarding-the-ai-agent.md): Follow these steps to complete your subscription.
- [Email validation policy](https://docs.customgpt.ai/docs/customgptai-email-validation-policy.md): This document outlines our email address requirements and validation process for new accounts. As a B2B platform focused on serving businesses and organizations, we maintain specific validation rules to ensure the highest quality experience for our users and protect our community.
- [Create AI agent from website](https://docs.customgpt.ai/docs/create-ai-agent-project.md): Follow these instructions to create a CustomGPT AI agent using a website URL or sitemap.
- [Test AI agent](https://docs.customgpt.ai/docs/how-to-use-the-customgpt-ai-agent.md): Follow these steps to start a conversation with the CustomGPT AI agent and get real-time answers to your questions.
- [Best practices](https://docs.customgpt.ai/docs/best-practices.md): This guide will cover how to write effective prompts, how to configure a persona (custom instructions), and a high-level look at Retrieval-Augmented Generation (RAG) – what it excels at and where its limits are.
- [Your profile](https://docs.customgpt.ai/docs/your-profile-1.md): This step-by-step guide explains how to customize your profile settings.
- [Change your email address](https://docs.customgpt.ai/docs/how-to-change-my-email-address.md): This guide will teach you how to change your email address.
- [Change password](https://docs.customgpt.ai/docs/change-password-1.md): This guide will teach you how to change your password.
- [Forgot password](https://docs.customgpt.ai/docs/forgot-password-1.md): Follow these steps to reset your password.
- [Delete your account](https://docs.customgpt.ai/docs/how-to-delete-your-account-1.md): This guide will show you how to permanently delete your CustomGPT account.
- [How usage limits work](https://docs.customgpt.ai/docs/how-customgptai-usage-limits-work.md): Your CustomGPT.ai account and agents are subject to specific usage limits. This article provides an overview to help you understand these limits better.
- [View limits & usage](https://docs.customgpt.ai/docs/how-to-view-limits-and-usage-1.md): This step-by-step guide explains how to check your usage and account limits in the CustomGPT dashboard.
- [Add a coupon code](https://docs.customgpt.ai/docs/how-to-add-a-coupon-code-1.md): This step-by-step guide explains how to add a coupon code to your CustomGPT subscription.
- [Upgrade or change subscription plan](https://docs.customgpt.ai/docs/how-to-upgrade-or-change-my-subscription-plan-1.md): This step-by-step guide explains how to upgrade or change your subscription plan.
- [Update billing information](https://docs.customgpt.ai/docs/how-to-update-billing-information.md): This step-by-step guide explains how to update your billing information in CustomGPT.
- [Find your receipt history](https://docs.customgpt.ai/docs/how-to-find-your-receipt-history-1.md): This step-by-step guide explains how to download a receipt from your billing history.
- [Export your invoices](https://docs.customgpt.ai/docs/how-to-export-your-invoices.md): This step-by-step guide explains how to export your invoices from the billing section.
- [Activate add-ons for your plan](https://docs.customgpt.ai/docs/activate-add-ons-for-your-plan.md): This step-by-step guide explains how to activate add-ons for your subscription plan to extend the capabilities of CustomGPT.ai.
- [Add extra monthly queries](https://docs.customgpt.ai/docs/add-extra-monthly-queries.md): This guide explains how to use the add extra monthly queries add-on to increase your plan’s query allowance when your team needs more usage.
- [Increase words storage limit](https://docs.customgpt.ai/docs/increase-words-storage-limit.md): This guide explains how to use the increase words storage limit add-on to expand the size of your knowledge base and store more content.
- [Add extra documents processed](https://docs.customgpt.ai/docs/add-extra-documents-processed.md): This guide explains how to use the add extra documents processed add-on to increase the number of documents you can upload and process each month.
- [Add more agents](https://docs.customgpt.ai/docs/add-more-agents.md): This guide explains how to use the add more agents add-on to increase the number of AI agents you can create in your workspace.
- [Add extra AI Vision images](https://docs.customgpt.ai/docs/add-extra-ai-vision-images.md): This guide explains how to use the **add extra AI Vision images** add-on to process more images with AI Vision each month.
- [Generate your API key](https://docs.customgpt.ai/docs/api-1.md): This step-by-step guide explains how to generate an API key to integrate your CustomGPT AI agent into other applications.
- [Edit your API key](https://docs.customgpt.ai/docs/how-to-edit-your-api-key-name-1.md): This step-by-step guide explains how to edit the name of your API key so you can better manage and identify it.
- [Revoke your API key](https://docs.customgpt.ai/docs/revoke-your-api-key-1.md): This step-by-step guide explains how to revoke an API key. Once revoked, the key will be invalid and cannot be used to access your CustomGPT resources.
- [API key permissions](https://docs.customgpt.ai/docs/api-key-permissions.md): This step-by-step guide explains how to add and edit API key permissions in CustomGPT.ai.
- [How to enable 2FA](https://docs.customgpt.ai/docs/how-to-enable-2fa-1.md): This step-by-step guide explains how to enable two-factor authentication (2FA) to add an extra layer of protection to your CustomGPT account.
- [Access your existing agents](https://docs.customgpt.ai/docs/access-my-existing-projects.md): This guide explains how to access your existing agents in CustomGPT and view their indexing status.
- [Use the search bar to find agents](https://docs.customgpt.ai/docs/how-to-use-the-search-bar-to-find-projects-1.md): This guide explains how to use the search bar to quickly locate your agents in CustomGPT.
- [Find your agent ID and agent key](https://docs.customgpt.ai/docs/how-to-find-your-project-id-and-project-key.md): This guide explains how to locate your agent ID and agent key in CustomGPT.
- [Understand agent’s status](https://docs.customgpt.ai/docs/understand-agents-status.md): This step-by-step guide explains what the agent status feature is, the different types of statuses your agent can have, where to find them, and why they matter.
- [Locate event logs](https://docs.customgpt.ai/docs/how-to-locate-event-logs-1.md): This guide explains how to find and review your AI agent’s event logs in CustomGPT.
- [Manage AI agent data](https://docs.customgpt.ai/docs/manage-ai-agent-data.md): This guide explains how to add, upload, and manage source data for your AI agent.
- [Duplicate an agent](https://docs.customgpt.ai/docs/how-to-duplicate-a-project.md): This guide explains how to duplicate an existing agent in CustomGPT.
- [Delete an agent](https://docs.customgpt.ai/docs/delete-a-project-1.md): This guide explains how to delete an agent from your CustomGPT account.
- [Make your agent public](https://docs.customgpt.ai/docs/how-to-make-your-project-public.md): This guide shows you how to make your AI agent public so others can access and interact with it.
- [Make your agent private](https://docs.customgpt.ai/docs/how-to-make-your-project-private.md): Follow these steps to make your AI agent private.
- [Add re-captcha to your AI agent](https://docs.customgpt.ai/docs/how-to-add-re-captcha-to-your-ai-agent.md): Follow these steps to add re-captcha to your AI agent.
- [Set up domain whitelist for your AI agent](https://docs.customgpt.ai/docs/setting-up-whitelisting-for-your-customgptai-agent.md): This step-by-step guide explains how to set up domain whitelisting to control where your AI agent can be used. This helps prevent unauthorized use and improves your agent’s security.
- [Allow CustomGPT to crawl a restricted site](https://docs.customgpt.ai/docs/allow-customgpt-to-crawl-a-restricted-site.md)
- [Set your conversation retention period](https://docs.customgpt.ai/docs/set-your-conversation-retention-period.md): This step-by-step guide explains how to change the Conversation Retention Period for an individual AI agent.
- [Access agent settings](https://docs.customgpt.ai/docs/project-settings-2.md): This guide explains how to use agent settings to customize your AI agent’s behavior, responses, and security features.
- [Export agent’s conversation history](https://docs.customgpt.ai/docs/how-to-download-conversation-history.md): This guide explains how to download your AI agent’s conversation history for review or analysis.
- [Monitor queries & conversations](https://docs.customgpt.ai/docs/how-to-monitor-queries-conversations.md): This guide explains how to monitor your platform’s queries and conversations to track usage and evaluate performance.
- [Delete conversation history](https://docs.customgpt.ai/docs/how-to-delete-conversation-history-1.md): This guide will teach you how to delete your conversation history.
- [Conversation limits](https://docs.customgpt.ai/docs/conversation-limits.md): This guide explains the limits that apply to agent conversations in CustomGPT.
- [View my own conversations](https://docs.customgpt.ai/docs/view-my-own-conversations.md): This step-by-step guide explains how to use the personal conversation view feature in CustomGPT.ai.
- [Agent uptime](https://docs.customgpt.ai/docs/agent-uptime.md): This guide explains how CustomGPT keeps your agents online by automatically switching to a fallback model provider whenever the primary OpenAI API is unavailable.
- [How to use agent roles](https://docs.customgpt.ai/docs/how-to-use-agent-roles.md): This step-by-step guide explains what Agent Roles are, how they work, and how to apply them when creating or editing your CustomGPT agent.
- [Customer support](https://docs.customgpt.ai/docs/customer-support-role.md): This step-by-step guide explains how to assign the Customer support role to your CustomGPT.ai agent and configure it to resolve up to 93% of customer inquiries instantly and accurately.
- [Website copilot](https://docs.customgpt.ai/docs/website-copilot-role.md): This step-by-step guide explains how to assign the Website copilot role to your CustomGPT.ai agent to enable AI-driven site search that delivers precise results, improves user satisfaction, and provides valuable visitor insights.
- [Enterprise search](https://docs.customgpt.ai/docs/enterprise-search.md): This step-by-step guide explains how to assign the Enterprise search role to your CustomGPT.ai agent so your team can ask questions from your internal knowledge base and get instant answers.
- [Revenue agent](https://docs.customgpt.ai/docs/revenue-agent.md): This step-by-step guide explains how to assign the Revenue agent role to your CustomGPT.ai agent and apply its persuasion-driven defaults to guide users toward your conversion goals.
- [Product lookup](https://docs.customgpt.ai/docs/product-lookup.md): This guide explains what Product lookup is, how it works, and how it helps your agent answer product questions and find items in your inventory faster.
- [How it looks](https://docs.customgpt.ai/docs/customize-your-customgpt-agent.md): This guide explains how to customize the visual appearance of your AI agent.
- [Change agent avatar](https://docs.customgpt.ai/docs/how-to-change-your-avatar-2.md): This guide explains how to change your agent avatar.
- [Change agent style](https://docs.customgpt.ai/docs/change-agent-style.md): This guide explains how to customize your agent's visual style by selecting corner styles (Sharp, Soft, Round) that apply across all UI elements and deployments.
- [Change end-user avatar](https://docs.customgpt.ai/docs/how-to-change-your-user-avatar.md): This guide explains how to change the end-user avatar.
- [Change avatar orientations](https://docs.customgpt.ai/docs/how-to-change-user-avatar-orientation-1.md): This guide explains how to change the orientation of the user avatar.
- [Manage in-chat avatars visibility](https://docs.customgpt.ai/docs/disable-in-chat-agent-avatar.md): This step-by-step guide explains how to manage the visibility of both the AI agent’s avatar and the user’s avatar inside the chat window. Adjusting these settings lets you create a cleaner, more minimal interface.
- [Set user message color](https://docs.customgpt.ai/docs/how-to-change-the-ai-agents-color.md): This guide explains how to change the color of your AI agent.
- [Set the toolbar color](https://docs.customgpt.ai/docs/how-to-set-the-toolbar-color.md): This guide explains how to change the toolbar color of your AI agent by updating the primary color.
- [Change the background](https://docs.customgpt.ai/docs/how-to-change-the-background-image-1.md): This guide explains how to customize your AI agent’s background using either an image or a solid color.
- [Change your AI agent title](https://docs.customgpt.ai/docs/how-to-change-your-ai-agent-title.md): This guide explains how to update the title of your AI agent to personalize its identity in the chat interface.
- [Manage avatar visibility when there is no active conversation](https://docs.customgpt.ai/docs/manage-avatar-visibility-when-there-is-no-active-conversation.md): This guide explains how to use the title svatar setting to control your AI agent’s avatar visibility when there is no active conversation in the chat window.
- [Enable Spotlight Avatar](https://docs.customgpt.ai/docs/enable-spotlight-avatar.md): This step-by-step guide explains how to enable and configure the Spotlight Avatar for your CustomGPT.ai agent.
- [Add terms of service to your AI agent](https://docs.customgpt.ai/docs/how-to-add-terms-of-service-to-your-ai-agent.md): This guide explains how to add a terms of service URL to your AI agent.
- [Add an AI Disclaimer](https://docs.customgpt.ai/docs/add-an-ai-disclaimer.md): This guide walks you through adding a disclaimer to your agent. Use it to show a short notice before the agent's first message- for example, to signal they are talking to an AI or to set expectations about response accuracy.
- [Control how your agent acts](https://docs.customgpt.ai/docs/persona-how-it-acts.md): This step-by-step guide explains how to customize your AI agent’s behavior, tone, and communication style using the persona feature.
- [Auto-generated personas](https://docs.customgpt.ai/docs/auto-generated-personas.md): This guide explains how CustomGPT automatically creates a default persona when you build a new agent using a sitemap or an URL.
- [Persona Playbook](https://docs.customgpt.ai/docs/persona-playbook.md)
- [Customer Support Agent Persona](https://docs.customgpt.ai/docs/customer-support-agent-persona.md): Your AI agent handles customer questions, troubleshoots problems, and resolves issues.
- [Sales Assistant Persona](https://docs.customgpt.ai/docs/sales-assistant-persona.md): Your AI agent qualifies leads, recommends products, and books demos.
- [Technical Documentation Assistant Persona](https://docs.customgpt.ai/docs/technical-documentation-assistant-persona.md): Your AI agent answers technical questions and walks users through setup and configuration.
- [Legal & Compliance Advisor Persona](https://docs.customgpt.ai/docs/legal-compliance-advisor-persona.md): Your AI agent answers policy questions, explains regulations, and guides users through compliance requirements.
- [Content Creator Persona](https://docs.customgpt.ai/docs/content-creator-persona.md): Your AI agent drafts on-brand content, blog posts, emails, social copy, and product descriptions grounded in your knowledge base.
- [Research Analyst Persona](https://docs.customgpt.ai/docs/research-analyst-persona.md): Your AI agent answers research questions by pulling relevant information from your uploaded documents and the web.
- [Knowledge Base Assistant Persona](https://docs.customgpt.ai/docs/knowledge-base-assistant-persona.md): Your AI agent answers employee questions about company policies, procedures, and internal resources.
- [Product Guide Assistant Persona](https://docs.customgpt.ai/docs/product-guide-assistant-persona.md): Your AI agent helps customers find the right product, compare options, and answer specifications questions.
- [B2B Buyer (End User) Persona](https://docs.customgpt.ai/docs/b2b-buyer-end-user-persona.md)
- [Distributor Operations Lead Persona](https://docs.customgpt.ai/docs/distributor-operations-lead-persona.md)
- [E-Commerce Digital Manager Persona](https://docs.customgpt.ai/docs/e-commerce-digital-manager-persona.md)
- [Inside Sales Rep Persona](https://docs.customgpt.ai/docs/inside-sales-rep-persona.md)
- [Parts Catalog Manager Persona](https://docs.customgpt.ai/docs/parts-catalog-manager-persona.md)
- [Available AI models and capabilities](https://docs.customgpt.ai/docs/available-ai-models-and-capabilities.md): This guide lists all AI models and agent capabilities avaiable for your AI agent. You can customize your agent’s capabilities by choosing the model that fits your goals.
- [Choose the Right AI Model for Your Agent](https://docs.customgpt.ai/docs/how-to-choose-the-right-gpt-model-for-your-ai-agent.md): CustomGPT.ai offers multiple AI models to power your agent. This guide helps you select the best model for your specific needs.
- [Use Speed mode for your AI agent](https://docs.customgpt.ai/docs/how-to-use-fast-responses-mode-for-your-ai-agent.md): This step-by-step guide explains how to enable Speed mode and customize your agent’s response behavior.
- [Use Accuracy for your AI agent](https://docs.customgpt.ai/docs/how-to-use-advanced-reasoning-for-your-ai-agent.md): This step-by-step guide explains how to enable Accuracy mode and configure your AI agent for improved response quality.
- [Configure and use Understanding mode](https://docs.customgpt.ai/docs/how-to-configure-and-use-complex-tasks-in-customgptai.md): Follow this step-by-step guide to enable and optimize the complex tasks capability for your CustomGPT.ai agent.
- [Enable agent to use general LLM knowledge](https://docs.customgpt.ai/docs/enable-agent-to-use-general-llm-knowledge.md): This step-by-step guide explains how to enable general Large Language Model (LLM) knowledge for your agent.
- [Allow agent to be aware of logged-in user](https://docs.customgpt.ai/docs/allow-agent-to-be-aware-of-logged-in-users-name.md): This step-by-step guide explains how to enable and use the User Awareness feature in your agent’s settings.
- [Query consumption for high-performance models](https://docs.customgpt.ai/docs/understanding-query-consumption-for-high-performance-models.md)
- [How context depth works](https://docs.customgpt.ai/docs/how-context-depth-works.md): This guide explains what context depth controls, how the context and history windows work, and how your plan determines the default setting.
- [Set context depth on your agent](https://docs.customgpt.ai/docs/set-context-depth-on-your-agent.md): This guide walks you through changing the context depth setting on your agent.
- [How context depth affects query cost](https://docs.customgpt.ai/docs/how-context-depth-affects-query-cost.md): This guide explains how context depth affects query credit consumption, including how actions and model choice amplify the cost at higher tiers.
- [Choose the right context depth for your use case](https://docs.customgpt.ai/docs/choose-the-right-context-depth-for-your-use-case.md): This guide helps you pick the right context depth tier for your agent type, with signals for when to move to a higher setting.
- [Create a simple starter question](https://docs.customgpt.ai/docs/how-to-create-an-example-question-1.md): This guide shows you how to add and manage starter questions for your AI agent, including turning on context‑rich prompts when Context Awareness is enabled.
- [Enable and manage context-rich starter questions](https://docs.customgpt.ai/docs/enable-context-rich-starter-questions.md): This guide shows you how to enable and manage context-rich starter questions- a feature that allows your AI agent to automatically generate intelligent, relevant prompts based on the content of the page it’s embedded on.
- [How context-rich starter questions work](https://docs.customgpt.ai/docs/how-context-rich-starter-questions-work.md): This step-by-step guide explains how context-rich starter questions are generated and used to create personalized user engagement based on page content.
- [Change your AI agent's language](https://docs.customgpt.ai/docs/change-your-ai-agents-language.md): This guide explains how to change your AI Agent's Language.
- [Add a placeholder prompt](https://docs.customgpt.ai/docs/how-to-add-a-default-prompt-1.md): This guide explains how to add a default placeholder prompt.
- [Change loading indicator type](https://docs.customgpt.ai/docs/how-to-change-loading-indicator-type-1.md): This guide explain you how to customize the loading indicator type for your AI Agent.
- [Add a custom message ending to every response](https://docs.customgpt.ai/docs/add-a-custom-message-ending-to-every-response-1.md): This guide explains how to add a custom message ending to every response generated by your AI Agent.
- [Change the "I don't know the answer" message](https://docs.customgpt.ai/docs/how-to-change-the-i-dont-know-the-answer-message.md): This step-by-step guide explains how to change the "I don't know the answer" message.
- [Control conversation duration](https://docs.customgpt.ai/docs/control-conversation-duration.md): This step-by-step guide explains how to control the maximum duration of a conversation in your AI agent settings.
- [Disable Markdown in responses](https://docs.customgpt.ai/docs/disable-markdown-in-responses.md): This guide shows you how to disable Markdown formatting in your AI agent’s responses. By default, Markdown is enabled to allow rich text formatting. You can turn it off if you prefer plain text replies.
- [Customize the message for failed moderation](https://docs.customgpt.ai/docs/customize-failed-moderation-message.md): This step-by-step guide explains how to customize the message shown to end users when their prompt fails content moderation.
- [Customize how task steps appear](https://docs.customgpt.ai/docs/customize-how-task-steps-appear.md): This guide walks you through setting the label and initial display state for task steps- the sections that show your agent's progress during task execution.
- [Activate citations for your AI agent](https://docs.customgpt.ai/docs/how-to-activate-citations-for-your-ai-agent.md): This guide explains how to activate citations for your AI Agent to improve the accuracy and credibility of its responses.
- [Change how citations are displayed](https://docs.customgpt.ai/docs/how-to-change-the-response-source-1.md): This step-by-step guide shows you how to configure the way citations are displayed for your AI agent.
- [Change the citations labels](https://docs.customgpt.ai/docs/how-to-change-the-citations-text-1.md): This guide explains how to customize the citation-related messages your AI Agent displays.
- [Disallow using sources in responses](https://docs.customgpt.ai/docs/how-to-make-sure-agent-doesnt-explicitly-mention-sources-in-its-responses.md): This step-by-step guide explains how to configure your AI Agent to either mention or not mention sources in its responses and in the UI.
- [Activate image citations](https://docs.customgpt.ai/docs/activate-image-citations.md): This step-by-step guide shows you how to display images in your agent's responses when image-based citations are present.
- [Control agent’s general knowledge base awareness](https://docs.customgpt.ai/docs/control-agents-general-knowledge-base-awareness.md): This step-by-step guide explains how to turn the general knowledge base awareness feature on or off for your AI agent.
- [Enable numeric search](https://docs.customgpt.ai/docs/enable-numeric-search.md): This step-by-step guide explains how to enable Numeric Search in your CustomGPT agent.
- [Enable OpenGraph Citations](https://docs.customgpt.ai/docs/enable-opengraph-citations.md): This guide explains how to enable OpenGraph Citations to display clickable image previews instead of numbered references when citing website sources.
- [Enable Improved Numeric Search](https://docs.customgpt.ai/docs/enable-improved-numeric-search.md): This guide covers how to enable Improved Numeric Search on a new or existing agent.
- [How Improved Numeric Search works](https://docs.customgpt.ai/docs/how-improved-numeric-search-works.md)
- [How PDF Citations work](https://docs.customgpt.ai/docs/how-pdf-citations-work.md)
- [How to configure PDF Citations](https://docs.customgpt.ai/docs/how-to-configure-pdf-citations.md)
- [Enable conversation history for your deployments](https://docs.customgpt.ai/docs/enable-conversation-history-for-your-deployments.md)
- [Manage conversation sharing](https://docs.customgpt.ai/docs/how-to-manage-conversation-sharing-in-customgpt-ai.md): This guide explains how to manage conversation sharing settings for your AI Agent.
- [Manage conversation exporting](https://docs.customgpt.ai/docs/how-to-manage-conversation-exporting-in-customgptai.md): This guide explains how to enable or disable end-user conversation exporting for your AI agent.
- [White label your agent](https://docs.customgpt.ai/docs/how-to-remove-powered-by-custom-gpt-branding-1.md): This guide explains how to remove the Powered by CustomGPT branding from your AI agent using the white labelling settings.
- [Manage user feedback](https://docs.customgpt.ai/docs/manage-user-feedback.md): This guide explains how to enable and manage user feedback collection for your AI agent.
- [Connect to any website](https://docs.customgpt.ai/docs/how-to-create-a-customgptai-agent-from-any-website.md): Follow this step-by-step guide to complete the setup and ensure your tools work together seamlessly.
- [How CustomGPT.ai builds AI agent from my website?](https://docs.customgpt.ai/docs/how-customgptai-builds-ai-agent-from-my-website.md): This guide explains how to build an AI agent by crawling and indexing content directly from your website using CustomGPT.
- [Build an AI agent from your website](https://docs.customgpt.ai/docs/how-to-build-an-ai-agent-from-your-website.md): This step-by-step guide explains how to build an AI agent directly from a website URL using CustomGPT.
- [Build an AI agent from a slow-loading website](https://docs.customgpt.ai/docs/build-an-ai-agent-from-a-slow-loading-website.md): This step-by-step guide explains how to use the Website Slow Mode to successfully build an AI agent from websites with complex or slow-loading JavaScript.
- [What happens if my website doesn’t have a sitemap?](https://docs.customgpt.ai/docs/what-happens-if-my-website-doesnt-have-a-sitemap.md): This step-by-step guide explains how CustomGPT.ai handles website crawling when no sitemap is detected, and what options are available if you'd prefer to start indexing from a specific URL.
- [Add a website in low performance mode](https://docs.customgpt.ai/docs/add-a-website-in-low-performance-mode.md)
- [Find your sitemap](https://docs.customgpt.ai/docs/how-to-find-your-sitemap-1.md): This step-by-step guide will explains how to quickly find your sitemap.
- [Validate your sitemap](https://docs.customgpt.ai/docs/how-to-validate-your-sitemap-1.md): This step-by-step guide explains you how to validate your sitemap using the CustomGPT Sitemap Analyzer.
- [Create a sitemap from website crawling](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-website-crawling-1.md): This step-by-step guide explains how to use content from your website to generate a sitemap.
- [Create a sitemap from website scraping (small websites)](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-website-scraping-small-websites.md): This step-by-step guide explains how to generate a sitemap from a small website and use it to train your CustomGPT agent.
- [Create a sitemap from Google results](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-google-results-1.md): This step-by-step guide explains how to use Google search results to generate a sitemap.
- [Build your sitemap from URLs](https://docs.customgpt.ai/docs/how-to-build-your-sitemap-from-urls-1.md): This step-by-step guide explains how to generate a sitemap from a list of URLs.
- [Add a Readme sitemap to your AI agent](https://docs.customgpt.ai/docs/how-to-add-a-readme-sitemap-to-your-ai-agent.md): This Step-By-Step guide will teach you how to add a Readme Sitemap to your AI Agent.
- [Add new sitemap to agent using Slack integration](https://docs.customgpt.ai/docs/how-to-add-new-sitemap-to-project-using-slack-integration.md): This step-by-step guide explains how to add a sitemap to your CustomGPT agent using the Slack integration.
- [Create a sitemap from podcast episodes](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-podcast-episodes-1.md): This step-by-step guide explains how to generate a sitemap from your podcast episodes and use it to train your CustomGPT agent.
- [Create a sitemap from podcast channel](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-podcast-channel.md): This step-by-step guide explains how to generate a sitemap from your podcast channel and use it to train your CustomGPT agent.
- [Create a sitemap from RSS feed](https://docs.customgpt.ai/docs/how-to-create-a-sitemap-from-rss-feed-1.md): This step-by-step guide explains how to generate a sitemap from an RSS feed.
- [Website with images - Overview](https://docs.customgpt.ai/docs/website-with-images-overview.md): This guide explains how to add a data source that processes images from your website using AI vision technology, enabling your agent to understand and reference visual content.
- [Build an AI agent from your website with images](https://docs.customgpt.ai/docs/build-an-ai-agent-from-your-website-with-images.md): This step-by-step guide explains how to build an AI agent from your website using the Website + images data source.
- [Connect to Google Drive](https://docs.customgpt.ai/docs/how-to-set-up-google-drive-integration.md): This step-by-step guide will explains how to effortlessly connect your Google Drive account to enhance your agent capabilities.
- [Connect to SharePoint sites](https://docs.customgpt.ai/docs/how-to-connect-customgptai-to-sharepoint-sites.md): This step-by-step guide explains how to integrate your SharePoint sites with CustomGPT.ai.
- [Integrate SharePoint documents](https://docs.customgpt.ai/docs/how-to-integrate-sharepoint-documents-with-customgptai.md): This step-by-step guide explains how to connect your SharePoint account to CustomGPT.ai to import and use documents stored in your SharePoint folders.
- [Connect to OneDrive](https://docs.customgpt.ai/docs/connect-to-onedrive.md): This step-by-step guide explains how to connect your OneDrive account to CustomGPT.ai to import and use documents stored in your OneDrive folders.
- [Save PDFs from SharePoint or OneDrive for viewing](https://docs.customgpt.ai/docs/save-pdfs-from-sharepoint-or-onedrive-for-viewing.md): This guide explains how to save PDFs from a connected SharePoint or OneDrive folder so end-users can view or download them directly from agent responses.
- [Connect to Notion](https://docs.customgpt.ai/docs/how-to-connect-with-notion-integration.md): This step-by-step guide explains how to connect your Notion account to CustomGPT.ai and enhance your agent’s capabilities by using content from your Notion workspace.
- [Connect to Confluence](https://docs.customgpt.ai/docs/how-to-integrate-customgptai-into-your-confluence-site.md): This step-by-step guide explains how to connect your Confluence site to CustomGPT.ai for enhanced content management and automatic synchronization.
- [Migrate to the new Confluence integration](https://docs.customgpt.ai/docs/migrating-to-the-new-confluence-integration.md): This guide will help you migrate your old Confluence Legacy integration to the new one.
- [Connect to HubSpot](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-hubspot.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your HubSpot account to enable intelligent access to your knowledge base content.
- [Connect to WordPress directly](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-your-wordpress.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your WordPress site to streamline content access and boost engagement through AI-driven interactions.
- [Connect to a WIX website](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-your-wix-website.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your WIX website to enhance customer engagement.
- [Connect to a SquareSpace website](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-your-squarespace-website.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your SquareSpace website to boost customer engagement and drive more sales.
- [Connect to Weebly website](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-your-weebly-website.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your Weebly website to improve visitor engagement and drive more sales.
- [Connect to a Ghost website](https://docs.customgpt.ai/docs/connect-to-ghost-website.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your Ghost website to make your content available for AI-driven interactions
- [Migrating to the new Zendesk integration](https://docs.customgpt.ai/docs/how-to-connect-with-zendesk-help-center-with-customgptai.md): CustomGPT.ai has replaced the legacy API-key Zendesk integration with a new OAuth-based version.
- [Connect Zendesk to your agent](https://docs.customgpt.ai/docs/connect-zendesk-to-your-agent.md): This guide walks you through connecting your Zendesk account to a CustomGPT.ai agent. You can connect your knowledge base, your tickets, or both.
- [Connect to YouTube channel or playlist](https://docs.customgpt.ai/docs/how-to-build-your-customgptai-agent-from-youtube-videos.md): This step-by-step guide explains how to connect your YouTube channel or playlist to CustomGPT.ai and build an AI agent that engages your viewers through personalized, AI-driven conversations.
- [Add one or more YouTube videos](https://docs.customgpt.ai/docs/add-one-or-more-youtube-videos.md): This step-by-step guide explains how to add individual YouTube videos to your agent when you're not syncing a full channel.
- [Upload audio files](https://docs.customgpt.ai/docs/how-to-upload-audio-files-1.md): This step-by-step guide explains how to upload audio files to your CustomGPT.ai agent.
- [Add PDFs and documents](https://docs.customgpt.ai/docs/how-to-add-pdfs-and-documents-1.md): This step-by-step guide explains how to upload and manage PDF and document files for your AI agent.
- [How AI Vision works](https://docs.customgpt.ai/docs/how-ai-vision-works.md): This guide explains how AI Vision processes uploaded images to extract meaningful information and add it to your agent’s knowledge base.
- [Enable AI vision for uploaded images](https://docs.customgpt.ai/docs/enable-ai-vision-for-uploaded-images.md): This guide explains how to enable AI Vision when uploading images to your agent. With AI Vision, your agent can automatically analyze and summarize images—transforming visual content into useful knowledge.
- [Enable AI Vision for PDF Text Extraction](https://docs.customgpt.ai/docs/enable-ai-vision-for-pdf-text-extraction.md)
- [Vision processing limits](https://docs.customgpt.ai/docs/vision-processing-limits.md): This guide explains the limits and availability of AI Vision image processing across different CustomGPT.ai plans.
- [Activate data anonymizer (premium feature)](https://docs.customgpt.ai/docs/activate-data-anonymizer-premium-plans.md): This step-by-step guide explains how to activate the Data Anonymizer, a premium feature that safeguards user privacy by removing personally identifiable information (PII) from your uploaded data.
- [Activate OCR (premium feature)](https://docs.customgpt.ai/docs/how-to-activate-the-ocr-feature-premium-plans.md): This step-by-step guide explains how to activate the OCR (Optical Character Recognition) feature in CustomGPT.ai.
- [Upload ZIP archive](https://docs.customgpt.ai/docs/upload-zip-archive.md): This guide explains how ZIP archive uploads work in CustomGPT.ai and how your files are processed when using this feature.
- [Delete all uploaded files](https://docs.customgpt.ai/docs/delete-all-uploaded-files.md): This guide explains how to remove all uploaded files from your agent with a single action — allowing you to quickly reset your data sources in one step.
- [Use Vimeo videos as a knowledge source](https://docs.customgpt.ai/docs/connect-to-vimeo.md)
- [How Vimeo integration works](https://docs.customgpt.ai/docs/how-vimeo-integration-works.md)
- [Vimeo URL formats and sync limits](https://docs.customgpt.ai/docs/vimeo-url-formats-and-sync-limits.md)
- [Connect to a Shopify website](https://docs.customgpt.ai/docs/how-to-integrate-a-customgptai-agent-with-your-shopify-website.md): This step-by-step guide explains how to integrate a CustomGPT.ai agent with your Shopify website to improve customer engagement and boost sales.
- [Agent’s general awareness of data sources](https://docs.customgpt.ai/docs/agents-general-awareness-of-data-sources.md): This step-by-step guide explains how the AI agent uses its built-in awareness of connected data sources to deliver relevant and accurate answers.
- [Enable auto-sync for websites and sitemaps](https://docs.customgpt.ai/docs/auto-sync.md): This step-by-step guide shows you how to enable the Auto-Sync feature in CustomGPT to keep your agent's data updated automatically.
- [Enable auto-sync for website with images](https://docs.customgpt.ai/docs/enable-auto-sync-for-website-with-images.md): This step-by-step guide shows you how to enable the auto-sync Website with images feature in CustomGPT to keep your agent's data updated automatically.
- [Disable JavaScript during website indexing](https://docs.customgpt.ai/docs/disable-javascript-during-website-indexing.md): This step-by-step guide explains how to disable JavaScript execution when indexing a website.
- [Extend allowed time per page](https://docs.customgpt.ai/docs/extend-allowed-time-per-page.md): This step-by-step guide explains how to extend allowed time per page.
- [Enable slow mode when adding a new source to an existing agent](https://docs.customgpt.ai/docs/enable-slow-mode-when-adding-a-new-source-to-an-existing-agent.md): This step-by-step guide explains how to enable slow mode when adding a new source to an existing agent.
- [Enable low performance mode for website auto-sync](https://docs.customgpt.ai/docs/enable-low-performance-mode-for-website-auto-sync.md): This guide walks you through enabling Low Performance mode for auto-sync on an existing website source.
- [Enable Google Drive auto-sync](https://docs.customgpt.ai/docs/how-to-enable-google-drive-auto-sync.md): This step-by-step guide shows you how to enable the Google Drive Auto-Sync feature in CustomGPT, keeping your data automatically updated and synchronized.
- [Enable YouTube auto-sync](https://docs.customgpt.ai/docs/enable-youtube-auto-sync.md): This step-by-step guide shows you how to enable the Auto-Sync feature for YouTube channels and playlists in CustomGPT.ai to keep your agent’s video data up to date.
- [Enable auto-sync for SharePoint documents](https://docs.customgpt.ai/docs/how-to-enable-auto-sync-for-sharepoint-documents.md): Follow this guide to easily enable the SharePoint Auto-Sync feature, ensuring your data is always automatically updated and synchronized.
- [Enable auto-sync for SharePoint sites](https://docs.customgpt.ai/docs/how-to-enable-auto-sync-for-sharepoint-sites.md): Follow this guide to easily enable the SharePoint Sites Auto-Sync feature, ensuring your data is always automatically updated and synchronized.
- [Enable OneDrive auto-sync](https://docs.customgpt.ai/docs/enable-onedrive-auto-sync.md): This step-by-step guide explains how to enable the OneDrive Auto-Sync feature, ensuring your documents stay automatically updated and synchronized.
- [Enable Confluence Auto-Sync for Your Agent](https://docs.customgpt.ai/docs/enable-confluence-auto-sync.md): This step-by-step guide shows you how to enable the Confluence Auto-Sync feature in CustomGPT to ensure your agent always stays up to date with the latest content.
- [Enable Notion auto-sync](https://docs.customgpt.ai/docs/how-to-enable-notion-auto-sync.md): This step-by-step guide shows you how to enable the Notion Auto-Sync feature in CustomGPT, ensuring your data stays automatically updated and synchronized.
- [Enable Zendesk auto-sync](https://docs.customgpt.ai/docs/how-to-enable-zendesk-auto-sync.md): This step-by-step guide shows you how to enable the Zendesk Auto-Sync feature in CustomGPT, ensuring your data is automatically updated and synchronized in real-time.
- [Enable Vimeo auto-sync](https://docs.customgpt.ai/docs/enable-vimeo-auto-sync.md)
- [Track indexed words per page](https://docs.customgpt.ai/docs/how-to-track-indexed-words-per-page-1.md): This step-by-step guide explains how to track the number of indexed words per page.
- [Refresh your content](https://docs.customgpt.ai/docs/how-to-refresh-your-content-1.md): This step-by-step guide explains how to refresh your content.
- [Edit metadata of your uploads](https://docs.customgpt.ai/docs/how-to-edit-metadata-of-your-uploads-1.md): This step-by-step guide explains how to edit the metadata of your uploaded documents.
- [How API key security works in external APIs](https://docs.customgpt.ai/docs/how-api-key-security-works-in-external-apis.md): This guide explains how External APIs stores and uses your API keys when your agent connects to an external service.
- [Connect a platform using Quick Setup](https://docs.customgpt.ai/docs/connect-platform-quick-setup-external-apis.md): This guide walks you through connecting a pre-configured platform to your agent using Quick Setup.
- [Connect a custom API using an OpenAPI schema](https://docs.customgpt.ai/docs/connect-a-custom-api-using-an-openapi-schema.md): This guide walks you through connecting any REST API to your agent using an OpenAPI schema.
- [Edit or delete an API integration](https://docs.customgpt.ai/docs/edit-or-delete-an-api-integration.md): This guide walks you through updating or removing an external API integration from your agent.
- [Platforms available in Quick Setup](https://docs.customgpt.ai/docs/platforms-available-in-quick-setup.md): This guide lists all platforms available in Quick Setup, including what the agent can do with each and where to get your API key.
- [Plan & Act mode overview](https://docs.customgpt.ai/docs/plan-act-mode-overview.md)
- [Enable Plan & Act mode](https://docs.customgpt.ai/docs/enable-plan-act-mode.md)
- [Smart Tasks - Overview](https://docs.customgpt.ai/docs/smart-tasks-overview.md)
- [Enable and configure Smart Tasks](https://docs.customgpt.ai/docs/enable-and-configure-smart-tasks.md)
- [How Smart Tasks handle external access](https://docs.customgpt.ai/docs/how-smart-tasks-handle-external-access.md)
- [Lead Capture overview](https://docs.customgpt.ai/docs/lead-capture-overview.md): This guide introduces the lead capture agentic action, a powerful capability that allows your AI agent to automatically collect, organise, and export visitor contact information — helping you turn conversations into qualified leads.
- [Enable Lead Capture](https://docs.customgpt.ai/docs/enable-lead-capture.md): This step-by-step guide explains how to enable the Lead Capture Agentic Action for your CustomGPT.ai agent so it can automatically collect and store user contact information during conversations.
- [Customize the information you want to capture](https://docs.customgpt.ai/docs/customize-the-information-you-want-to-capture.md): This guide explains how to define what information your agent should collect through the Lead Capture feature.
- [Collect UTM tags with your leads](https://docs.customgpt.ai/docs/collect-utm-tags-with-your-leads.md): This guide explains how to automatically collect marketing and referral tags from a visitor’s browser URL whenever your agent captures a lead.
- [Use Lead Capture with Drive Conversions](https://docs.customgpt.ai/docs/use-lead-capture-with-drive-conversions.md): This guide explains how the Lead Capture feature works when combined with Drive Conversions, allowing your agent to collect user contact information naturally while guiding them toward a goal.
- [Use Lead Capture without Drive Conversions](https://docs.customgpt.ai/docs/use-lead-capture-without-drive-conversions.md): This guide explains how the Lead Capture feature works when used without Drive Conversions, allowing your agent to gather contact information from users early in the conversation.
- [Export captured leads](https://docs.customgpt.ai/docs/export-captured-leads.md): This guide explains how to export lead data collected through the Lead Capture feature. You can export captured leads directly from your agent’s Actions page as a CSV file for reporting, CRM imports, or analysis.
- [Track collected leads and usage](https://docs.customgpt.ai/docs/track-collected-leads-and-usage.md): This guide explains how to monitor the performance of the Lead Capture feature and check how effectively your agent is collecting user contact information.
- [Drive Conversions – Overview](https://docs.customgpt.ai/docs/drive-conversions-overview.md): This guide introduces the Drive Conversions feature, a powerful agentic action designed to help your AI agent steer users toward a specific goal—like visiting a link, signing up, or completing a purchase.
- [Enable Drive Conversions](https://docs.customgpt.ai/docs/enable-drive-conversions.md): This guide shows you how to enable and use the Drive Conversions feature in your CustomGPT agent. This feature lets your agent guide users toward a specific objective, like clicking a link or completing a sign-up form.
- [Track conversions and usage](https://docs.customgpt.ai/docs/track-conversions-and-usage.md): This guide shows you how to track the performance of the Drive Conversions feature and measure how effectively your agent is achieving its objective.
- [Webpage Awareness – Overview](https://docs.customgpt.ai/docs/context-awareness-overview.md): This guide introduces the Website Awareness feature - an advanced agentic capability that enables your agent to understand where it's deployed and use that context to deliver smarter, more relevant responses.
- [Enable Webpage Awareness](https://docs.customgpt.ai/docs/enable-context-awareness.md): This guide shows you how to enable the Webpage Awareness feature, giving your agent the ability to understand the content of the page it's deployed on and respond more intelligently.
- [Track webpage awareness usage](https://docs.customgpt.ai/docs/track-webpage-awareness-usage.md): This guide shows you how to monitor usage of the Wepage Awareness feature—so you can track how often it’s being used and how much content your agent has cached.
- [How is webpage context processed and saved](https://docs.customgpt.ai/docs/how-is-context-processed-and-saved.md): This guide explains how Website Awareness works behind the scenes—how page content is collected, stored, and refreshed to power intelligent agent behavior.
- [Document Analyst - Overview](https://docs.customgpt.ai/docs/document-analyst-overview.md)
- [How Document Analyst answer relevance works](https://docs.customgpt.ai/docs/how-document-analyst-answer-relevance-works.md)
- [Enable Document Analyst](https://docs.customgpt.ai/docs/enable-document-analyst.md): This step-by-step guide explains how to turn on the Document Analyst feature for your CustomGPT.ai agent so end users can upload and analyze documents within the chat.
- [Configure Document Analyst](https://docs.customgpt.ai/docs/configure-document-analyst-settings.md)
- [Document Analyst best practices](https://docs.customgpt.ai/docs/document-analyst-best-practices.md)
- [Track Document Analyst usage](https://docs.customgpt.ai/docs/track-document-analyst-usage.md): This guide explains how to monitor your Document Analyst usage and understand its impact on your query usage.
- [Document Analyst limits](https://docs.customgpt.ai/docs/document-analyst-limits.md)
- [Verify Responses - Overview](https://docs.customgpt.ai/docs/verify-responses-overview.md): This guide explains what Verify Responses is, how it works, and how it helps you fact-check AI answers and assess compliance risks.
- [Enable Verify Responses](https://docs.customgpt.ai/docs/enable-verify-responses.md): This step-by-step guide explains how to turn on the Verify Responses feature for your CustomGPT.ai agent so you can fact-check AI answers and assess compliance risks.
- [Understanding your Verify Responses results](https://docs.customgpt.ai/docs/understanding-your-verify-responses-results.md): This guide explains how to read and interpret the Verify Claims and Trust Building results in the Verify Responses panel.
- [Verify Responses use cases](https://docs.customgpt.ai/docs/verify-responses-use-cases.md): This guide provides real-world examples of how to use the Verify Responses feature to build trust, meet compliance requirements, and improve your AI agent.
- [Track Verify Responses usage](https://docs.customgpt.ai/docs/track-verify-responses-usage.md): This guide explains how to monitor your Verify Responses usage and understand its impact on your query usage.
- [Verify Responses - Best practices](https://docs.customgpt.ai/docs/verify-responses-best-practices.md): This guide covers how to use Verify Responses to systematically audit your AI agent, identify different types of inaccuracies, and take action to improve response quality over time.
- [Custom Button - Overview](https://docs.customgpt.ai/docs/custom-button-overview.md): This guide introduces the Custom Button agentic action — a powerful feature that allows your AI agent to include user-defined buttons directly in its responses.
- [Enable Custom Button](https://docs.customgpt.ai/docs/enable-custom-button.md): This step-by-step guide explains how to enable the Custom Button Agentic Action for your CustomGPT.ai agent.
- [Configure Custom Button](https://docs.customgpt.ai/docs/configure-custom-button.md): This guide explains how to configure your Custom Button action, including detailed use cases, trigger conditions, and how to set the button copy and destination.
- [Track Custom Button usage](https://docs.customgpt.ai/docs/track-custom-button-usage.md): This guide explains how to track the performance of your Custom Button action in CustomGPT.ai.
- [How custom MCP connectors work](https://docs.customgpt.ai/docs/how-custom-actions-work.md): This guide introduces Custom connectors, an advanced capability that allows your agent to go beyond answering questions and perform real-world tasks by connecting to external systems.
- [Add a custom MCP action](https://docs.customgpt.ai/docs/add-a-custom-action.md): This step-by-step guide explains how to add a new Custom Action to your AI agent. With Custom Actions, your agent can go beyond answering questions and perform real-world tasks using connected MCP servers.
- [Enable custom MCP action](https://docs.customgpt.ai/docs/enable-custom-action.md): This step-by-step guide explains how to enable a Custom Action for your AI agent and manage its usage.
- [Add a Custom Action with OAuth 2.1](https://docs.customgpt.ai/docs/add-a-custom-action-with-oauth-21.md): Connect an MCP server to your agent using OAuth 2.1- the recommended authentication method for custom actions. OAuth handles authorization with the third-party service directly, without managing tokens manually.
- [Ask end user for confirmation](https://docs.customgpt.ai/docs/custom-action-ask-end-user-for-confirmation.md): This step-by-step guide explains how to enable Ask end user for confirmation for a Custom MCP Action. This setting controls whether the agent asks the user to approve an action before it runs.
- [Limits and cost](https://docs.customgpt.ai/docs/limits-and-cost.md): This guide explains the limits and cost structure of using Custom Actions with your AI agent.
- [How Web Search agentic action works](https://docs.customgpt.ai/docs/how-web-search-agentic-action-works.md)
- [Enable Web Search for your agent](https://docs.customgpt.ai/docs/enable-web-search-for-your-agent.md)
- [Web Search cost and reporting](https://docs.customgpt.ai/docs/web-search-cost-and-reporting.md)
- [Actions cost](https://docs.customgpt.ai/docs/actions-cost.md): This guide explains how CustomGPT.ai assigns query credits to advanced actions, helping you understand and manage your usage.
- [How multi-agents agents work](https://docs.customgpt.ai/docs/how-multi-agents-work.md)
- [How to create and manage a multi-agent](https://docs.customgpt.ai/docs/how-to-create-and-manage-a-multi-agent.md)
- [Multi-agent settings and limitations](https://docs.customgpt.ai/docs/multi-agent-settings-and-limitations.md)
- [Multi-agent use cases](https://docs.customgpt.ai/docs/multi-agent-use-cases.md)
- [Preview your agent with Try It Out](https://docs.customgpt.ai/docs/preview-your-agent-with-try-it-out.md): This guide explains how to use the Try It Out button to preview and test your agent's appearance and functionality across all deployment types before sharing with end users.
- [Test deployment](https://docs.customgpt.ai/docs/deploy.md): This step-by-step guide explains how to deploy your AI agent on your website or share it using a public link.
- [Embed AI agent into any website](https://docs.customgpt.ai/docs/embed-customgpt-ai-agent.md): This step-by-step guide explains how to share your CustomGPT AI agent using a link, embed it into your website or helpdesk, and add it as a live chat widget.
- [Embed AI agent using iFrame](https://docs.customgpt.ai/docs/embed-ai-agent-using-iframe.md): This step-by-step guide shows you how to embed your CustomGPT AI agent into any website using an iframe.
- [Embed your AI agent on SharePoint site](https://docs.customgpt.ai/docs/how-to-integrate-customgptai-in-your-sharepoint-domain.md): This step-by-step guide shows you how to embed your CustomGPT AI agent into a SharePoint site.
- [Embed your AI agent on Shopify](https://docs.customgpt.ai/docs/how-to-embed-your-ai-agent-on-shopify.md): This step-by-step guide explains how to embed your CustomGPT AI agent on your Shopify store using the Custom Liquid section.
- [Embed your AI agent on Readme.com](https://docs.customgpt.ai/docs/how-to-embed-your-ai-agent-on-readmecom.md): This step-by-step guide shows you how to embed your CustomGPT agent on a ReadMe.com.
- [Embed your AI agent on Wix](https://docs.customgpt.ai/docs/how-to-embed-your-ai-agent-on-wix.md): This step-by-step guide explains how to embed your CustomGPT AI agent on your Wix website using the Embed HTML feature.
- [Embed your CustomGPT.ai agent into Pendo Resource Center](https://docs.customgpt.ai/docs/embed-your-ai-agent-on-pendo-resource-center.md): This guide explains how to embed your CustomGPT.ai agent into the Pendo Resource Center. By following these steps, you can seamlessly integrate your chatbot into Pendo to provide instant support and information to your users.
- [Embed your AI agent on Notion](https://docs.customgpt.ai/docs/embed-your-ai-agent-on-notion.md): This step-by-step guide explains how to embed your CustomGPT.ai agent into a Notion page so it can respond to queries directly within Notion.
- [Add live chat to any website](https://docs.customgpt.ai/docs/live-chat-1.md): his step-by-step guide explains how to embed your CustomGPT Live Chat widget on any website.
- [Add live chat to Shopify](https://docs.customgpt.ai/docs/how-to-embed-your-live-chat-on-shopify-1.md): This step-by-step guide explains how to embed your CustomGPT Live Chat widget on your Shopify store.
- [Add live chat to Wix](https://docs.customgpt.ai/docs/how-to-embed-your-live-chat-on-wix-1.md): This step-by-step guide explains how to embed your CustomGPT Live Chat widget on your Wix website.
- [Configure how live chat agent looks](https://docs.customgpt.ai/docs/configure-how-live-chat-agent-looks.md): This guide helps you adjust how your live chat agent looks on your site, including its icon placement, size, and chat window layout.
- [Configure live chat agent behavior](https://docs.customgpt.ai/docs/configure-live-chat-agent-behavior.md): This guide helps you adjust how your live chat agent interacts with visitors on your site.
- [Agent Initiative: Prompt user with a Starter Question](https://docs.customgpt.ai/docs/prompt-user-with-a-starter-question.md): This step-by-step guide shows you how to enable the Prompt user with a Starter Question feature to let your AI agent take the initiative and increase visitor engagement.
- [Configure Agent Initiative behavior](https://docs.customgpt.ai/docs/configure-agent-initiative-behavior.md): This guide explains how to adjust the behavior of Agent initiative after it has been enabled.
- [Add copilot button to your website](https://docs.customgpt.ai/docs/how-to-add-website-copilot-button-to-your-website.md): This step-by-step guide explains how to add a website copilot button to your website.
- [Customize copilot agent appearance](https://docs.customgpt.ai/docs/customize-copilot-agent-appearance.md): This guide explains how to customize your Copilot agent appearance by selecting between Compact view (space-efficient) or Focus view (expanded interface).
- [Add copilot to any text input field on your website](https://docs.customgpt.ai/docs/how-to-add-website-copilot-to-any-text-input-field-on-your-website.md): This step-by-step guide explains how to connect a text input field on your website to CustomGPT's Website Copilot. When a user types into the field and presses Enter, Copilot will open and respond to their input automatically.
- [Add copilot to any text input field with a send button](https://docs.customgpt.ai/docs/how-to-add-website-copilot-to-any-text-input-field-with-button-on-your-website.md): This step-by-step guide explains how to trigger Website Copilot using a text input field and a Send button. When a user presses Enter or clicks the Send button, Copilot will launch and respond automatically.
- [Deploy to WordPress via plugin](https://docs.customgpt.ai/docs/how-to-install-the-official-customgptai-wordpress-plugin.md): This step-by-step guide explains how to install and configure the official CustomGPT.ai plugin on your WordPress website.
- [Connect to a Slack workspace](https://docs.customgpt.ai/docs/connect-your-customgptai-account-with-slack-workspace.md): This step-by-step guide explains how to connect your CustomGPT.ai account to your Slack workspace.
- [Create agent using Slack integration](https://docs.customgpt.ai/docs/how-to-create-project-using-slack-integration.md): This step-by-step guide explains how to create a new CustomGPT.ai agent directly from your Slack workspace.
- [Set Up primary Slack agent](https://docs.customgpt.ai/docs/setting-up-slack-primary-agent.md): This step-by-step guide explains how to set a primary agent for Slack in CustomGPT.ai. Assigning a primary agent ensures consistent communication and allows you to control who in your workspace can interact with it.
- [Deploy to a Slack channel](https://docs.customgpt.ai/docs/deploy-your-project-to-slack-channel.md): This step-by-step guide explains how to deploy your CustomGPT.ai agent to a Slack channel so your team can start interacting with it directly.
- [Configure agent access in Slack workspace](https://docs.customgpt.ai/docs/configure-project-access-in-slack-workspace.md): This step-by-step guide explains how admins can control who can invite AI agents to Slack channels and how to customize access settings for individual agents.
- [Add search generative experience to your website](https://docs.customgpt.ai/docs/how-to-add-search-generative-experience-to-your-website.md): This step-by-step guide explains how to embed a CustomGPT.ai agent on your website’s search results page to provide a Search Generative Experience (SGE).
- [Set a custom search parameter](https://docs.customgpt.ai/docs/how-to-set-custom-search-parameter-search-generative-experience.md)
- [Add instant viewer to your website](https://docs.customgpt.ai/docs/how-to-add-instant-viewer-to-your-website.md): This step-by-step guide explains how to embed Instant Viewer on your website.
- [Customize PDF behavior with instant viewer](https://docs.customgpt.ai/docs/customize-pdf-behavior-with-instant-viewer.md): This guide explains how to adjust how PDFs are displayed to users when your agent references them in a response.
- [Configure font size](https://docs.customgpt.ai/docs/configure-font-size.md): This guide explains how to configure the Mobile Font Size Selector feature to adjust how your AI agent’s text appears on mobile viewports.
- [Enable and use custom context](https://docs.customgpt.ai/docs/enable-and-use-custom-context.md): This step-by-step guide explains how to enable and use custom context to make your agent more personalized, proactive, and context-aware across any deployment type.
- [Enable and use pre-prompt](https://docs.customgpt.ai/docs/how-to-enable-and-use-pre-prompt-for-your-agent.md): This guide will help you enable the Pre-Prompt feature for your CustomGPT.ai agent, allowing your AI Agent to automatically trigger the first response as soon as the conversation is opened.
- [Enable and use CRM integration](https://docs.customgpt.ai/docs/how-to-enable-and-use-crm-integration-for-your-agent.md): This step-by-step guide explains how to enable the CRM Integration feature in CustomGPT.ai and connect it to your external systems for enhanced tracking and analytics.
- [Deploy using an MCP server](https://docs.customgpt.ai/docs/deploy-using-mcp-server.md): This step-by-step guide explains how to deploy your CustomGPT agent as an MCP (Model Context Protocol) server so it can connect with other AI systems, including Claude, ChatGPT, and any MCP-compatible client. This deployment method allows external AI models to access your agent’s knowledge base and tools through a secure, permission-controlled interface.
- [What is hosted CustomGPT.ai MCP server?](https://docs.customgpt.ai/docs/what-is-hosted-customgptai-mcp-server.md): This step-by-step guide explains what the hosted CustomGPT.ai MCP server is, how it works, and how you can use it to connect your agents with other AI systems through the Model Context Protocol (MCP).
- [Configure MCP server permissions](https://docs.customgpt.ai/docs/configure-mcp-server-permissions.md): This step-by-step guide explains how to configure MCP server permissions for your CustomGPT agent and what each permission allows external AI systems to access or perform.
- [MCP server permissions](https://docs.customgpt.ai/docs/mcp-server-permissions.md): This page lists and explains all possible MCP server permissions for your CustomGPT agent.
- [Deploy to Claude Web](https://docs.customgpt.ai/docs/deploy-to-claude-web.md): Follow these steps to set up MCP in your preferred client. This enables your AI assistant to access CustomGPT.ai RAG knowledge.
- [Deploy to Claude Desktop](https://docs.customgpt.ai/docs/deploy-to-claude-desktop.md)
- [Deploy to ChatGPT](https://docs.customgpt.ai/docs/deploy-to-chatgpt.md): Follow these steps to set up MCP in your preferred client. This enables your AI assistant to access CustomGPT.ai RAG knowledge.
- [Deploy to Cursor](https://docs.customgpt.ai/docs/deploy-to-cursor.md)
- [Deploy to Windsurf](https://docs.customgpt.ai/docs/deploy-to-windsurf.md)
- [Deploy to Trae](https://docs.customgpt.ai/docs/deploy-to-trae.md)
- [Deploy to any other MCP client](https://docs.customgpt.ai/docs/deploy-to-any-mcp-client.md)
- [Source Labeling overview](https://docs.customgpt.ai/docs/what-is-source-labeling.md)
- [Assign labels to your knowledge base documents](https://docs.customgpt.ai/docs/assign-labels-to-your-knowledge-base-pages.md)
- [Enable and use labels for your agent](https://docs.customgpt.ai/docs/enable-and-use-labels-for-your-agent.md): This step-by-step guide explains how to enable and use labels to filter and organize your agent's knowledge base, allowing you to serve specific content based on context at query time.
- [How to use Source Label query parameters](https://docs.customgpt.ai/docs/source-labels-parameters.md)
- [Try Source Labels in action](https://docs.customgpt.ai/docs/test-source-label-filtering.md): This guide walks through how source label filtering behaves in practice. You will run embed code against a live test agent and see exactly which sources are served under each parameter combination.
- [Send a captured lead via Zapier](https://docs.customgpt.ai/docs/send-a-captured-lead-via-zapier.md): This guide explains how to use the New Lead event in Zapier to automatically send leads captured from your CustomGPT conversations to any other app (like CRMs, spreadsheets, or email tools).
- [Process a new conversation in Zapier](https://docs.customgpt.ai/docs/process-a-new-conversation-in-zapier.md): This guide shows you how to use the New Conversation event in Zapier to trigger workflows when someone starts a new conversation with your CustomGPT agent.
- [Process a new message in Zapier](https://docs.customgpt.ai/docs/process-a-new-message-in-zapier.md): This guide explains how to use the New Message trigger in Zapier to automate workflows whenever a user sends a new message to your CustomGPT agent.
- [Handle the conversation end in Zapier](https://docs.customgpt.ai/docs/handle-conversation-end-in-zapier.md): This guide explains how to use the Conversation Ended trigger in Zapier to automate workflows when a conversation goes quiet in CustomGPT. This event is Zapier-specific and does not affect your live conversations in CustomGPT.
- [Create a new agent using Zapier](https://docs.customgpt.ai/docs/create-a-new-agent-using-zapier.md)
- [Start a new conversation using Zapier](https://docs.customgpt.ai/docs/start-a-new-conversation-using-zapier.md): This guide shows you how to start a new conversation in your CustomGPT.ai agent using the Create Conversation action in Zapier.
- [Query an agent using Zapier](https://docs.customgpt.ai/docs/query-the-agent-using-zapier.md): This guide explains how to use the Send Message action in Zapier to send messages to your CustomGPT agent, enabling automated conversations and responses triggered by any app supported by Zapier.
- [Export a conversation using Zapier](https://docs.customgpt.ai/docs/export-a-conversation-using-zapier.md): This guide explains how to use the Export Conversation action in Zapier to automatically download all messages from a CustomGPT conversation in your preferred file format.
- [Export Conversation Leads Using Zapier](https://docs.customgpt.ai/docs/export-conversation-leads-using-zapier.md): This guide walks you through setting up the Export Conversation Leads action in Zapier. Use it to automatically export lead data when a conversation ends.
- [Delete an agent using Zapier](https://docs.customgpt.ai/docs/delete-an-agent-using-zapier.md): This guide explains how to use the Delete Agent action in Zapier to automatically remove an existing agent from your CustomGPT account as part of a workflow.
- [Update agent’s settings using Zapier](https://docs.customgpt.ai/docs/update-agents-settings-using-zapier.md): This guide shows you how to use the Update Agent Settings action in Zapier to dynamically change an agent’s configuration in your CustomGPT.ai account.
- [Upload a file to the agent using Zapier](https://docs.customgpt.ai/docs/upload-a-file-to-the-agent-using-zapier.md): This step-by-step guide explains how to use the Upload File action in Zapier to automatically add files to your agent's knowledge base.
- [Respond to your Freshdesk tickets with CustomGPT.ai using Zapier](https://docs.customgpt.ai/docs/how-to-create-a-customgpt-freshdesk-workflow-in-zapier.md): This guide shows how to automatically generate and attach a chatbot-generated support response to a Freshdesk ticket using Zapier and CustomGPT.
- [Intercom deployment](https://docs.customgpt.ai/docs/intercom-deployment.md): Deploy a CustomGPT Agent into Intercom's Messenger
- [Send collected leads to HubSpot](https://docs.customgpt.ai/docs/send-collected-leads-to-hubspot.md): This step-by-step guide covers how to configure the new lead event and map key lead details like name, email, and company directly into your HubSpot CRM.
- [Automatically sync Gmail emails to your agent's knowledge base](https://docs.customgpt.ai/docs/automatically-sync-gmail-emails-to-your-agents-knowledge-base.md): This step-by-step guide shows you how to automatically add incoming Gmail emails to your CustomGPT.ai agent's knowledge base using Zapier, so your agent always has access to the latest email content.
- [Increase user engagement up to 10×](https://docs.customgpt.ai/docs/increase-user-engagement-up-to-10.md): This guide shows you how to combine multiple features to significantly increase user engagement by up to 10×.
- [Build revenue agent and drive conversions](https://docs.customgpt.ai/docs/build-revenue-agent-and-drive-conversions.md): This guide shows you how to combine key features to build a high-performing Revenue Agent designed to drive conversions.
- [Embed your photos in agent responses](https://docs.customgpt.ai/docs/embed-your-photos-in-agent-responses.md): This guide explains how to enhance your AI agent with image-based knowledge, allowing it to understand, reference, and display images directly in its responses.
- [When to use numeric search to improve responses from spreadsheet data](https://docs.customgpt.ai/docs/when-to-use-numeric-search.md): This guide explains when to use Numeric Search in your CustomGPT agent to get the best results.
- [CustomGPT.ai WhatsApp integration](https://docs.customgpt.ai/docs/customgptai-whatsapp-integration.md): This step-by-step guide explains how to integrate CustomGPT.ai with WhatsApp—setting up your agent, configuring Facebook and Make.com, and enabling AI‑driven conversations in your WhatsApp chat.
- [Live Chat](https://docs.customgpt.ai/docs/multilingual-support-live-chat.md): If your website supports multiple languages and you'd like your CustomGPT.ai Live Chat to match the selected language dynamically — without reloading the page — you're in the right place.
- [Website Copilot](https://docs.customgpt.ai/docs/multilingual-support-website-copilot.md): If your website supports multiple languages and you'd like your CustomGPT.ai Website Copilot to match the selected language dynamically — without reloading the page — you're in the right place.
- [Automatically pop-up the Live Chat bubble just on selected pages](https://docs.customgpt.ai/docs/automatically-pop-up-the-live-chat-bubble-just-on-selected-pages.md): If you want to automatically pop-up Live Chat bubble just on a selected set of pages - you're in the right place.
- [Display images in agent responses](https://docs.customgpt.ai/docs/display-images-in-agent-responses.md): This guide explains how to enable image citations so your agent can search through uploaded images, reference them as sources, and display them directly in conversations.
- [Build a two-agent product lookup system](https://docs.customgpt.ai/docs/build-a-two-agent-product-lookup-system.md)
- [Account analytics](https://docs.customgpt.ai/docs/account-analytics.md): This guide explains how to navigate and interpret the account analytics section.
- [Explore agent stats and data](https://docs.customgpt.ai/docs/explore-agent-data.md): This guide explains how to monitor agent performance through detailed analytics, including activity metrics, user feedback, query trends, and usage patterns.
- [Export agent stats and data](https://docs.customgpt.ai/docs/export-agent-data.md): This guide explains how to export conversation data, breakdown charts, and user feedback, along with details on export structure and process.
- [Explore and filter conversations](https://docs.customgpt.ai/docs/customer-intelligence-explore-conversations.md): This guide explains how to explore user conversations, apply advanced filters, and analyze key metrics to better understand customer behavior and improve your support experience.
- [Inspect conversation insights](https://docs.customgpt.ai/docs/customer-intelligence-conversation-insights.md): This guide explains how to access detailed metrics for individual conversations, helping you better understand user behavior, context, and engagement.
- [Advanced metrics](https://docs.customgpt.ai/docs/customer-intelligence-advanced-metrics.md): This guide explains the available Advanced Customer Intelligence Metrics used to analyze user queries, detect intent and emotion, and improve decision-making through deeper insights.
- [Export customer intelligence data](https://docs.customgpt.ai/docs/export-advanced-metrics.md): This step-by-step guide shows you how to export advanced analytics data from the Customer Intelligence dashboard in CustomGPT.
- [Risk metrics](https://docs.customgpt.ai/docs/risk-metrics.md): This guide explains the available risk metrics in Customer Intelligence. Risk metrics monitor security-related events in user interactions and help you detect when your agent is at risk of misuse or misalignment.
- [Additional query information](https://docs.customgpt.ai/docs/additional-query-information.md): This step by step guide explains the available Additional Query Information items that provide deeper context about the user, their environment, and how they accessed your agent.
- [Explore links clicked in conversations](https://docs.customgpt.ai/docs/explore-links-clicked-in-conversations.md): This guide explains how to view and analyze which links were displayed and clicked during user conversations with your AI agent.
- [How are citations and links tracked](https://docs.customgpt.ai/docs/how-are-citations-and-links-tracked.md): This step-by-step guide explains how the AI agent tracks in-chat links, classic citations, and numbered citations — both when they are displayed and when they are clicked.
- [Tag links in your conversations](https://docs.customgpt.ai/docs/tag-links-in-your-conversations.md): This step-by-step guide explains how CustomGPT.ai automatically tags links in conversations to help you track user interactions through your analytics tools.
- [Manage link tagging in conversations](https://docs.customgpt.ai/docs/manage-link-tagging-in-conversations.md): This step-by-step guide explains how to manage UTM link tagging in your CustomGPT.ai agent’s chat responses.
- [Export Links & Sources data](https://docs.customgpt.ai/docs/export-links-sources-data.md): This guide walks you through exporting data from the Links & Sources tab in Analyze.
- [Get analytics on your email](https://docs.customgpt.ai/docs/get-analytics-on-your-email.md): In this guide, we will explain how CustomGPT sends agent analytics to your email, what type of information you’ll receive, and how often reports are delivered.
- [Update report frequency](https://docs.customgpt.ai/docs/update-report-frequency.md): This step-by-step guide explains how to change how often you receive agent analytics reports by email and how to turn them off
- [Add new users to reports](https://docs.customgpt.ai/docs/add-new-users-to-reports.md): This step-by-step guide explains how to add additional users to receive agent analytics reports by email.
- [Limits for analytics features](https://docs.customgpt.ai/docs/limits-for-analytics-features.md): This guide explains the data access limits in the Analytics and Customer Intelligence sections based on your subscription level.
- [Enable all Teams features](https://docs.customgpt.ai/docs/enable-all-teams-features.md): This step-by-step guide explains how to activate the CustomGPT.ai Teams feature set, which offers enhanced team collaboration, security, and user management capabilities for enterprise customers.
- [Send a team invitation](https://docs.customgpt.ai/docs/how-to-send-a-team-invitation-1.md): This step-by-step guide explains how to send a team invitation in CustomGPT.ai so you can collaborate with your colleagues.
- [Accept a team invitation](https://docs.customgpt.ai/docs/accept-customgptai-team-invitation.md): This step-by-step guide explains how to accept a team invitation and join a team.
- [Switch team accounts](https://docs.customgpt.ai/docs/how-to-switch-team-accounts-1.md): This step-by-step guide explains how to switch between team accounts in CustomGPT.ai.
- [Change team name](https://docs.customgpt.ai/docs/how-to-change-team-name-1.md): This step-by-step guide explains how to update your team’s name in CustomGPT.ai.
- [Two-tier team roles](https://docs.customgpt.ai/docs/two-tier-team-roles.md): This guide explains the two-tier team roles system available to Enterprise customers using CustomGPT.ai for Teams. This structure provides greater flexibility in assigning user permissions while helping organizations manage costs more efficiently.
- [Basic roles](https://docs.customgpt.ai/docs/basic-roles.md): This step-by-step guide explains the standard roles available in CustomGPT.ai Teams, their permissions, and how they work.
- [Chat-only role](https://docs.customgpt.ai/docs/chat-only-role.md): This step-by-step guide explains how the Chat-only role works within CustomGPT.ai Teams.
- [Create custom roles](https://docs.customgpt.ai/docs/how-to-create-custom-roles-in-custom-gpt-dashboard.md): This step-by-step guide explains how to create and manage custom roles in your CustomGPT.ai team to control access and responsibilities.
- [Create agent-specific custom roles](https://docs.customgpt.ai/docs/create-agent-specific-custom-roles.md): This step-by-step guide explains how to create agent-specific custom roles so that team members can only access selected agent(s).
- [Configure usage limits for your users](https://docs.customgpt.ai/docs/set-per-user-usage-limits.md): This guide walks you through setting usage limits for your agent's end users. Use it to control how many query credits individual users or guests can spend per day or per month.
- [How personal agents work](https://docs.customgpt.ai/docs/how-personal-agents-work.md): This step-by-step guide explains how personal agents function in CustomGPT for Teams, who can create them, and how administrators manage access and permissions.
- [Allow users to create their personal agents](https://docs.customgpt.ai/docs/allow-users-to-create-their-personal-agents.md): This step-by-step guide explains how administrators can allow selected team members to create and manage their own personal agents in CustomGPT for Teams.
- [Enable private agent deployment](https://docs.customgpt.ai/docs/enable-private-agent-deployment.md): This step-by-step guide explains how to enable private agent deployment in CustomGPT.ai. This feature lets you deploy your agent in a way that restricts access to authorized users, keeping it private and secure.
- [How private agent deployment works](https://docs.customgpt.ai/docs/how-private-agent-deployment-works.md): This guide explains how private agent deployment functions when enabled in CustomGPT.ai, and what to expect when embedding agents on external websites.
- [Log in into private deployed agent](https://docs.customgpt.ai/docs/log-in-into-private-deployed-agent.md): This step-by-step guide explains how end users can log in to access a privately deployed CustomGPT.ai agent. This ensures only authorized and logged-in users can interact with agents embedded on your website or shared via links.
- [SSO setup](https://docs.customgpt.ai/docs/sso-setup.md): This step-by-step guide explains how to configure Single Sign-On (SSO) for your domain in CustomGPT.ai using identity providers like Google Workspace, Okta, and PingOne.
- [SSO setup with Google Workspace](https://docs.customgpt.ai/docs/sso-setup-with-google-workspace.md): Learn how to add CustomGPT.ai to your Google Workspace through your identity provider settings. Follow our step-by-step guide for a seamless setup.
- [SSO setup with Microsoft Azure](https://docs.customgpt.ai/docs/sso-setup-with-azure.md): Learn how to add CustomGPT.ai to your Azure through your identity provider settings. Follow our step-by-step guide for a seamless setup.
- [SSO setup with Microsoft Entra ID](https://docs.customgpt.ai/docs/sso-setup-with-microsoft-entra-id.md): Learn how to add CustomGPT.ai to your Microsoft Entra ID through your identity provider settings. Follow our step-by-step guide for a seamless setup.
- [SSO setup with Okta](https://docs.customgpt.ai/docs/sso-setup-with-okta.md): This step-by-step guide explains how to configure Single Sign-On (SSO) and SCIM provisioning between CustomGPT.ai and Okta.
- [SSO setup with PingOne](https://docs.customgpt.ai/docs/sso-setup-with-pingone.md): This guide explains how to configure Single Sign-On (SSO) and SCIM provisioning between CustomGPT.ai and PingOne using SAML.
- [End-User IdP Access Overview](https://docs.customgpt.ai/docs/end-user-idp-access-overview.md)
- [Deploy AI agents to your entire organization via IdP](https://docs.customgpt.ai/docs/deploy-ai-agents-to-organization-without-managing-users.md): This guide walks you through the full setup for giving external users access to your AI agents via your Identity Provider — without creating individual CustomGPT.ai accounts.
- [Deploy IdP-access controlled agent to external website](https://docs.customgpt.ai/docs/deploy-idp-access-controlled-agent-to-external-website.md): This guide explains how to embed a private CustomGPT.ai agent on an external web page so that only users authenticated through your organization's Identity Provider (IdP) can access it.
- [Enable JWT Login for Embedded Agents](https://docs.customgpt.ai/docs/enable-jwt-login-for-embedded-agents.md)
- [What your external users experience](https://docs.customgpt.ai/docs/what-your-external-users-experience.md)
- [Update and revoke external agent access](https://docs.customgpt.ai/docs/update-and-revoke-external-agent-access.md)
- [How the Claude Code Plugin works](https://docs.customgpt.ai/docs/how-the-claude-code-plugin-works.md)
- [How to install the CustomGPT.ai Claude Code plugin](https://docs.customgpt.ai/docs/how-to-install-the-customgptai-claude-code-plugin.md)
- [How to search and manage your project with the Claude Code plugin](https://docs.customgpt.ai/docs/how-to-search-and-manage-your-project-with-the-claude-code-plugin.md)
- [How to make your project searchable with the Claude Code plugin](https://docs.customgpt.ai/docs/how-to-make-your-project-searchable-with-the-claude-code-plugin.md)
- [Is CustomGPT.ai GDPR compliant?](https://docs.customgpt.ai/docs/is-customgptai-gdpr-compliant.md)
- [Conversation retention period](https://docs.customgpt.ai/docs/conversation-retention-period.md): This step-by-step guide explains the Conversation Retention Period feature, which allows you to manage how long user conversations are stored for security, privacy, and compliance purposes.
- [How CustomGPT.ai agents defend against prompt injection and hallucinations](https://docs.customgpt.ai/docs/how-customgptai-agents-defend-against-prompt-injection-and-hallucinations.md): This guide explains how CustomGPT.ai agents are designed to protect against prompt injection and hallucinations. It also outlines the settings you can control to further minimize risks and ensure accurate, secure responses.
- [Support](https://docs.customgpt.ai/docs/support-1.md): This guide explains how to navigate the Support, FAQ, and Contact Us sections in your CustomGPT dashboard.
- [Feature request](https://docs.customgpt.ai/docs/feature-request-1.md): 📋 Have an idea for a new feature? We’d love to hear it.
- [Affiliate partners](https://docs.customgpt.ai/docs/affiliate-partners-1.md): This step-by-step guide explains how to access the Affiliate Partner Program and learn how to become a CustomGPT affiliate partner.
- [Find your affiliate ID (AFFID)](https://docs.customgpt.ai/docs/how-to-find-your-affid-1.md): This step-by-step guide explains how to find your CustomGPT affiliate ID (AFFID) in just a few steps using the affiliate portal.

## API Reference
- [Introduction](https://docs.customgpt.ai/reference/i-api-homepage.md)
- [CustomGPT.ai API](https://docs.customgpt.ai/reference/quickstart-guide.md): Getting started with CustomGPT's API is quick and easy.
- [API Keys and Authentication](https://docs.customgpt.ai/reference/api-keys-and-authentication.md): To start using CustomGPT's API, authentication via API keys is essential.
- [API Use Cases](https://docs.customgpt.ai/reference/api-use-cases.md): CustomGPT.ai RAG API's use cases docs.
- [API Tutorial Example](https://docs.customgpt.ai/reference/api-tutorial-example.md)
- [Shopify Order Lookup with CustomGPT.ai API](https://docs.customgpt.ai/reference/shopify-order-details-bot-via-api.md)
- [Know which document or source gets most hits via API](https://docs.customgpt.ai/reference/know-which-document-source-gets-most-hits-via-api.md): How to aggregate citation frequency across conversations to rank documents by how often your agent cites them, and identify documents that are never cited.
- [Use n8n or make.com module with our API](https://docs.customgpt.ai/reference/use-n8n-or-makecom-module-with-our-api.md)
- [CRM integration (external_id)](https://docs.customgpt.ai/reference/crm-integration-external_id.md)
- [Upload multiple documents at once via API](https://docs.customgpt.ai/reference/upload-multiple-documents-at-once-via-api.md)
- [Social Media Chat Bots via API](https://docs.customgpt.ai/reference/social-media-chat-bots-via-api.md)
- [How to Show Sources Without Exposing Files using API?](https://docs.customgpt.ai/reference/how-to-show-sources-without-exposing-files-using-api.md)
- [API Integration (Social bots and snippets)](https://docs.customgpt.ai/reference/social-media-bots.md)
- [Telegram RAG AI Bot using APIs](https://docs.customgpt.ai/reference/telegram-bot-using-apis.md)
- [Discord RAG AI Bot using APIs](https://docs.customgpt.ai/reference/discord-bot-using-apis.md)
- [Slack RAG AI Bot using APIs](https://docs.customgpt.ai/reference/slack-bot-using-apis.md)
- [WhatsApp RAG AI Bot using APIs](https://docs.customgpt.ai/reference/whatsapp-bot-using-apis-and-twilio.md)
- [Facebook RAG AI Bot using APIs](https://docs.customgpt.ai/reference/facebook-rag-ai-bot-using-apis.md)
- [Instagram RAG AI Bot using APIs](https://docs.customgpt.ai/reference/instagaram-rag-ai-bot-using-apis.md)
- [Rocket Chat RAG AI Bot using APIs](https://docs.customgpt.ai/reference/rocket-chat-rag-ai-bot-using-apis.md)
- [MS Teams RAG AI Bot using APIs](https://docs.customgpt.ai/reference/ms-teams-rag-ai-bot-using-apis.md)
- [Google Chat RAG AI bot using APIs](https://docs.customgpt.ai/reference/google-chat-rag-ai-bot-using-apis.md)
- [Chrome Extension Chat using API](https://docs.customgpt.ai/reference/chrome-extension-chat-using-api.md)
- [Chat Widget - Next.js Version](https://docs.customgpt.ai/reference/chat-widget-nextjs-version.md)
- [Chat Widget - Python + Vue ](https://docs.customgpt.ai/reference/chat-widget-python-vue.md)
- [n8n, make.com http module via API](https://docs.customgpt.ai/reference/n8n-makecom-http-module-via-api.md)
- [CustomGPT's Official Python Library](https://docs.customgpt.ai/reference/learn-more.md): Beyond our REST API, we also provide a Python SDK with examples in our cookbooks to aid your development process.
- [CustomGPT.ai OpenAI SDK Compatibility (Beta)](https://docs.customgpt.ai/reference/customgptai-openai-sdk-compatibility.md)
- [Terminology](https://docs.customgpt.ai/reference/terminology.md): 📚 Definitions of technical terms for a better understanding of customGPT.
- [List all agents.](https://docs.customgpt.ai/reference/get_api-v1-projects.md): Returns all agents in your account, sorted by creation date with the most recent first. Use this endpoint to get an overview of your agents or to retrieve agent IDs for other API calls. Results are paginated with a default page size of 10.  Notes: Use the page query parameter to fetch additional results.
- [Create an agent.](https://docs.customgpt.ai/reference/post_api-v1-projects.md): Creates a new agent by importing content from a sitemap URL or uploading a file. The imported content becomes the agent's knowledge base, which it uses to answer questions. The agent will begin processing the content immediately after creation.  Notes: Processing time depends on the amount of content. Check the agent's status to know when it's ready.
- [Get agent details.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid.md): Returns the full configuration and current status for a specific agent. Use this to check processing status, view settings, or retrieve metadata about the agent.
- [Update an agent.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid.md): Updates an existing agent's name or configuration settings. Use this to rename an agent or modify its basic properties without affecting its knowledge base.
- [Delete an agent.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid.md): Permanently deletes an agent and all associated data, including its knowledge base, conversations, settings, and analytics. This action cannot be undone.  Warning: This operation is irreversible. All conversations, sources, and settings will be permanently deleted.
- [Replicate an agent.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-replicate.md): Creates a complete copy of an existing agent, including its knowledge base, persona, and settings. Use this to create variations of an agent for testing, or to use an existing agent as a template for a new one.  Notes: The cloned agent will have a new ID and can be modified independently of the original.
- [Get agent statistics.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-stats.md): Returns usage metrics and performance statistics for an agent, including total conversations, query counts, document statistics, and processing information. Use this for monitoring and reporting.
- [List all documents.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-pages.md): Returns all indexed documents in an agent's knowledge base. Each document represents a piece of content (webpage, PDF, uploaded file) that the agent can reference when answering questions. Results are paginated.  You can use the optional `search` parameter to filter results by document URL or filename.  Notes: In the API, documents are called "pages" for backward compatibility.
- [Delete a document.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-pages-pageid.md): Permanently removes a document from an agent's knowledge base. The agent will no longer reference this content when answering questions. Use this to remove outdated or incorrect information.  Warning: This action cannot be undone. The document must be re-uploaded or re-indexed to restore it.
- [Reindex a document.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-pages-pageid-reindex.md): Re-crawls and re-indexes a document to update its content in the knowledge base. Use this when the source content has changed and you want the agent to use the updated version.  Notes: Only works for URL-based documents. For uploaded files, delete and re-upload instead.
- [Get document labels.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-pages-pageid-labels.md): Returns all labels assigned to a document. Labels control which users can access answers derived from this document - users only see answers from documents matching their assigned labels.  Notes: Requires Custom plan. Documents without labels are accessible to all users.
- [Replace document labels.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-pages-pageid-labels.md): Assigns labels to a document for access control. The provided label IDs replace any existing labels on the document. To remove all labels (making the document accessible to everyone), send an empty array.  Notes: Maximum 50 labels per document.  Warning: This replaces all existing labels. Labels not included in the request will be removed from the document.
- [Get citation source preview.](https://docs.customgpt.ai/reference/get_api-v1-preview-id.md): Returns a preview of the source document referenced by a citation. Use this to show users the original content that the agent used to generate a response.
- [Get current user profile.](https://docs.customgpt.ai/reference/get_api-v1-user.md): Returns profile information for the currently authenticated user, including account details and settings.
- [Update user profile.](https://docs.customgpt.ai/reference/post_api-v1-user.md): Updates profile settings for the currently authenticated user. Use this to modify account preferences or personal information.
- [Search team members.](https://docs.customgpt.ai/reference/get_api-v1-user-search-team-member.md): Searches for team members by email address or user ID. Use this to find users when assigning permissions or managing team access.  Notes: Requires Owner or Admin role.
- [Get agent settings.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-settings.md): Returns the complete configuration for an agent, including persona instructions, response behavior, deployment options, and feature flags. Use this to review or back up an agent's configuration.
- [Update agent settings.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-settings.md): Updates an agent's configuration, including persona instructions, response format, citation style, and deployment settings.  Notes: Only include the fields you want to change - omitted fields retain their current values.
- [List persona versions.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-settings-personas.md): Returns the version history of an agent's persona. Every time the persona is updated, a snapshot is automatically saved, allowing you to view changes over time or restore a previous version. Results are paginated.  Notes: Requires Custom plan.
- [Get persona version.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-settings-persona-version.md): Returns the full text and metadata for a specific persona version. Use this to compare versions or review what instructions were active at a particular time.  Notes: Requires Custom plan.
- [Activate a persona version.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-settings-persona-activate-version.md): Activates a previous persona version, making it the current active persona. This creates a new version entry in the history (it doesn't overwrite), preserving the full audit trail. Use this to roll back to a known-good configuration.  Notes: Requires Custom plan.  Warning: This doesn't delete newer versions - it creates a new entry based on the restored version.
- [List sub-personas.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-settings-persona-version-sub-personas.md): Returns generated sub-personas for one persona version and project-level overrides separately.
- [Update sub-persona override.](https://docs.customgpt.ai/reference/patch_api-v1-projects-projectid-settings-persona-version-sub-personas-slug.md): Creates or updates the project-level override for one sub-persona slug. Generated persona-version rows are not modified.
- [Delete sub-persona override.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-settings-persona-version-sub-personas-slug.md): Deletes the project-level override for one sub-persona slug. Generated persona-version rows are not modified.
- [Send message (OpenAI format).](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-chat-completions.md): Sends a message using the OpenAI-compatible request and response format. Use this if you are migrating from OpenAI or want to use existing OpenAI client libraries. Supports streaming for real-time responses.  Notes: This is a convenience endpoint for OpenAI compatibility. For full CustomGPT features, use the native message endpoint.
- [List conversations.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations.md): Returns all conversations for an agent. Each conversation represents a chat session with a user and contains the full message history. Results are paginated and sorted by most recent activity.
- [Create a conversation.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-conversations.md): Creates a new conversation session for an agent. Returns a session ID that you'll use to send messages. You can optionally provide a name to help identify the conversation later.  Notes: You can also create conversations implicitly by sending a message with a new session ID.
- [Export conversation.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations-sessionid-export.md): Exports the complete conversation history (all prompts and agent responses) as a downloadable file. Use this to archive conversations, share transcripts, or analyze conversation content offline. The file format is selected by the `format` query parameter.
- [Update conversation.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-conversations-sessionid.md): Updates conversation metadata, such as the display name. Use this to rename conversations for easier organization and identification.
- [Delete conversation.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-conversations-sessionid.md): Permanently deletes a conversation and all its messages. Use this to remove sensitive conversations or clean up test data.  Warning: This action cannot be undone. All messages in the conversation will be permanently deleted.
- [Get conversation messages.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations-sessionid-messages.md): Returns all messages in a conversation, including user prompts, agent responses, timestamps, and citations. Use this to display conversation history or analyze past interactions.
- [Send message.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-conversations-sessionid-messages.md): Sends a user message to an agent and returns the agent's response. Supports streaming for real-time display, file attachments for document analysis, and persona overrides for dynamic behavior. This is the primary endpoint for chat interactions.  Notes: Add ?stream=true to receive the response in real-time chunks.
- [List tasks.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks.md): Returns all Plan & Act mode tasks for an agent, paginated. Tasks are ordered by most recent activity.
- [Create task.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-tasks.md): Creates a Plan & Act task and submits its first prompt in one call. Returns 202 Accepted. Sessions can run for minutes or longer, so callers must poll `GET /projects/{projectId}/tasks/{taskId}` for progress events rather than holding a connection open.  Requires the agent to have `use_planner_mode` enabled and the team to be on a plan that supports Plan & Act tasks (otherwise 402).
- [Poll task.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid.md): Returns the current processing state of a task.  While the task is running, returns `status: processing` with any stream events flushed since the last poll.  When the agent needs one of the functions supplied via `tools`, returns `status: awaiting_tool_results` with `result.tool_calls` (OpenAI format). Execute the functions and submit their results via `POST /tasks/{taskId}/tool-outputs`; the session then resumes. This status persists across polls (for up to 2 hours) until outputs are submitted.  Once the session completes, returns `status: completed` with `result.message_id` pointing to the final message.  The completed result is consumed on first read and is held for at most 2 hours after completion — subsequent polls return 404, so persist the result on first successful read. If you miss the result window or have already consumed it, fetch the persisted history via `GET /tasks/{taskId}/messages` instead.
- [Update task.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-tasks-taskid.md): Updates task metadata, such as the display name. Use this to rename tasks for easier organization and identification. The display name is the only mutable field exposed via the API.
- [Delete task.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-tasks-taskid.md): Permanently deletes a task and all its messages. Use this to remove sensitive tasks or clean up test data.  Warning: This action cannot be undone. All messages in the task will be permanently deleted from the user-facing API.
- [Export task.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid-export.md): Exports the full task conversation history (all prompts and agent responses) as a downloadable file. The file format is selected by the `format` query parameter.
- [Get citation metadata.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-citations-citationid.md): Returns metadata for a specific citation, including the source document's title, description, URL, and preview information. Use this to display source attribution or allow users to verify the agent's sources.
- [List all teams the authenticated user belongs to.](https://docs.customgpt.ai/reference/get_api-v1-teams.md): Returns a paginated list of all teams the authenticated user is a member of.
- [Update a team name.](https://docs.customgpt.ai/reference/put_api-v1-teams.md): Updates the name of a team. Only the team owner or a member with the update permission can perform this action.
- [Switch active team.](https://docs.customgpt.ai/reference/post_api-v1-teams-teamid-switch.md): Switches the authenticated user's active team context. Subsequent requests will operate in the context of the new team.
- [List team members.](https://docs.customgpt.ai/reference/get_api-v1-teams-members.md): Returns a paginated list of all members belonging to the specified team, including their assigned roles.
- [Update a team member's role.](https://docs.customgpt.ai/reference/put_api-v1-teams-members-userid.md): Changes the role assigned to a team member. Only the team owner or a member with the appropriate permission can perform this action.
- [Remove a team member.](https://docs.customgpt.ai/reference/delete_api-v1-teams-members-userid.md): Removes a member from the team. Only the team owner or a member with the appropriate permission can perform this action.
- [List pending invitations.](https://docs.customgpt.ai/reference/get_api-v1-teams-invitations.md): Returns a paginated list of all pending invitations for the specified team.
- [Invite a new member.](https://docs.customgpt.ai/reference/post_api-v1-teams-invitations.md): Sends an invitation email to the specified address. The recipient must accept the invitation before they become a team member.
- [Resend an invitation.](https://docs.customgpt.ai/reference/post_api-v1-teams-invitations-invitationid-resend.md): Cancels the existing invitation and sends a new one to the same email address with the same role.
- [Cancel an invitation.](https://docs.customgpt.ai/reference/delete_api-v1-teams-invitations-invitationid.md): Cancels a pending team invitation. The invited person will no longer be able to join via this invitation link.
- [List roles.](https://docs.customgpt.ai/reference/get_api-v1-teams-roles.md): Returns all roles that can be assigned to members within this team. Includes both global assignable system roles (Administrator, Member, Chat-only) and the team's own custom roles. Super Admin and Owner are excluded as they are not assignable.
- [Create a custom role.](https://docs.customgpt.ai/reference/post_api-v1-teams-roles.md): Creates a new custom role for the team with the specified permissions. Role names cannot match reserved role names (Owner, Administrator, Member).
- [Update a custom role.](https://docs.customgpt.ai/reference/put_api-v1-teams-roles-roleid.md): Updates an existing custom role's name, description, and permissions. Only roles belonging to this team can be updated.
- [List webpage context pages.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-contextual-rag-pages.md): Returns all webpage context entries for an agent, with optional URL filtering and pagination. Requires the **Webpage Awareness** tool to be enabled on the agent.
- [Delete webpage context pages.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-contextual-rag-pages.md): Deletes webpage context entries for an agent. Pass `page_ids` to delete specific pages, or omit the body to delete all pages for the agent. Requires the **Webpage Awareness** tool to be enabled on the agent.
- [Bulk update page messages.](https://docs.customgpt.ai/reference/patch_api-v1-projects-projectid-contextual-rag-messages.md): Updates `auto_message` and/or `display_message` for one or more webpage context entries. Requires the **Webpage Awareness** tool to be enabled on the agent.
- [Get document metadata.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-pages-pageid-metadata.md): Returns metadata for a document, including its title, source URL, word count, and any custom metadata fields. Use this to display document information or manage your knowledge base.
- [Update document metadata.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-pages-pageid-metadata.md): Updates custom metadata fields for a document. Use this to add tags, categories, or other organizational information that helps manage your knowledge base.
- [Get deployment settings.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-deployment.md): Returns all deployment section configurations (embed, live_chat, ai_assistant, instant_viewer, sge) for an agent. Missing settings are returned with their default values.
- [Update deployment settings.](https://docs.customgpt.ai/reference/patch_api-v1-projects-projectid-deployment-section.md): Updates a single deployment section for an agent. The `section` path parameter identifies which section to update (embed, live_chat, ai_assistant, instant_viewer, or sge). Only include the fields you want to change — omitted fields retain their current values. Settings restricted by your plan are silently ignored.
- [List agent actions.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-actions.md)
- [Create a custom action (MCP).](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-actions-custom.md)
- [Update a custom action configuration.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-actions-custom-actionkey.md)
- [Delete a custom action.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-actions-custom-actionkey.md)
- [Update built-in action settings.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-actions-builtin-actionkey-settings.md)
- [List child agents.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-children.md): Returns all agents currently assigned to this Multi-Agent, including their name and generation flag.
- [Assign child agents.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-children.md): Assigns one or more agents as children of this Multi-Agent. Enforces plan limits, team ownership, and prevents assigning Multi-Agent projects as children.
- [Bulk unassign child agents.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-children.md): Removes multiple child agents from this Multi-Agent in a single request. Returns 422 if the operation would leave no children, or if any specified agent is not currently assigned.
- [Unassign a child agent.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-children-childprojectid.md): Removes a single child agent from this Multi-Agent. Returns 422 if this is the last remaining child, or 404 if the agent is not currently assigned.
- [List all labels.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-labels.md): Returns all labels configured for an agent, along with the users assigned to each label. Use this to review your access control configuration or build a label management interface.  Notes: Requires Custom plan.
- [Create labels.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-labels.md): Creates one or more new labels for document access control. Accepts an array of label names, allowing bulk creation. After creating labels, assign them to documents and users to control access.  Notes: Requires Custom plan.
- [Assign users to a label.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-labels.md): Sets which users are assigned to each label. The provided user list becomes the source of truth - users not included in the list are removed from that label, and new users are added.  Notes: Requires Custom plan.  Warning: This is a replacement operation, not an append. Users not included in the request will be removed from the label.
- [Get label details.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-labels-labelid.md): Retrieves a specific label, including its name and the list of users assigned to it.
- [Update a label name.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-labels-labelid.md): Updates the name of an existing label. User and document assignments are preserved.
- [Delete a label.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-labels-labelid.md): Permanently deletes a label and removes all associated assignments (both user-to-label and document-to-label mappings). Documents that lose their only label will become accessible to everyone.
- [Remove users from labels.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-labels-users.md): Removes specific users from one or more labels without affecting other users' assignments. Use this when offboarding users or revoking access to specific content.
- [Get message details.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations-sessionid-messages-promptid.md): Returns the complete details for a single message, including the user's prompt, the agent's response, timestamps, citations, and any attached metadata. Use this to retrieve specific messages for display or analysis.
- [Update message feedback.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-conversations-sessionid-messages-promptid-feedback.md): Records user feedback (thumbs up/down) for a message. Use this to collect quality signals that help identify which responses are helpful and which need improvement.
- [Get message claims.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations-sessionid-messages-promptid-claims.md): Returns the factual claims extracted from an agent's response. Each claim is a discrete statement that can be independently verified against the source documents. Use this for fact-checking or building trust indicators.
- [Get message trust score.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-conversations-sessionid-messages-promptid-trust-score.md): Returns a verification trust score for a message, calculated by checking how well the agent's claims are supported by the source documents. Higher scores indicate better-grounded responses.
- [Verify message accuracy.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-conversations-sessionid-messages-promptid-verify.md): Triggers a fact-checking verification process for a message's claims. The system compares each claim against the source documents and reports which claims are supported, partially supported, or unsupported.
- [Send follow-up message.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-tasks-taskid-messages.md): Submits a follow-up prompt to an existing task. The task must not currently be processing a previous message. Returns 202 Accepted; poll the task for progress.  Returns 409 if the task is locked by an active session.
- [List task messages.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid-messages.md): Returns all messages in a task, including user prompts, agent responses, timestamps, and citations. Use this to display task history or analyze past interactions. Results are paginated and ordered by most recent first.
- [Get task message.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid-messages-prompthistoryid.md): Returns the complete details for a single message, including the user's prompt, the agent's response, timestamps, citations, and any attached metadata. Use this to retrieve specific messages for display or analysis.
- [Submit tool outputs.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-tasks-taskid-tool-outputs.md): Resumes a task paused on `awaiting_tool_results` by submitting the results of the function calls requested by the agent. All pending `tool_call_id`s must be answered in one request. Returns 202 Accepted; poll the task for progress — the agent may request further function calls or complete with a final answer.
- [List message files.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid-messages-prompthistoryid-files.md): Returns all files associated with a specific task message - both user-uploaded sources and AI-generated artifacts. Use the `type` field to distinguish between `upload` and `artifact`.  Generated artifacts expire after a configurable TTL (default 24 h).
- [Download message file.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-tasks-taskid-messages-prompthistoryid-files-fileid-download.md): Generates a pre-signed URL for an agent-generated artifact and redirects to it. The redirect target is valid for 1 hour.
- [Delete message file.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-tasks-taskid-messages-prompthistoryid-files-fileid.md): Deletes an agent-generated artifact from a task message.
- [List sources.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-sources.md): Returns all data sources connected to an agent. Each source represents an origin for documents - such as a sitemap, Google Drive folder, SharePoint site, or uploaded files. Use this to manage what content feeds into an agent's knowledge base.
- [Add a source.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-sources.md): Connects a new data source to an agent's knowledge base. You can add content via sitemap URL, file upload, or integration connection (Google Drive, SharePoint, etc.). The system will begin indexing the content immediately.  Notes: For large sources, indexing may take several minutes. Check the source status to monitor progress.
- [Update source settings.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-sources-sourceid.md): Updates configuration for a data source, such as auto-sync frequency, crawl depth, or file filters. Use this to fine-tune how the source is indexed and kept up to date.
- [Delete a source.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-sources-sourceid.md): Removes a data source and all its documents from an agent's knowledge base. Use this to disconnect content that's no longer relevant or to clean up after testing.  Notes: To delete individual documents without removing the entire source, use the Delete Document endpoint instead.  Warning: This deletes ALL documents from this source. The action cannot be undone.
- [Trigger instant source sync.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-sources-sourceid-instant-sync.md): Triggers an immediate re-sync of a data source, refreshing all its documents with the latest content. Use this when you know the source has been updated and don't want to wait for the scheduled sync.  Notes: Only available for sources that support syncing (sitemaps, integrations). Not available for file uploads.
- [Get customer intelligence.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-intelligence.md): Returns AI-analyzed insights about your users, including common intents, emotional sentiment, frequently discussed topics, and emerging trends. Use this to understand what users are asking about and how they're feeling.
- [Get traffic analytics.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-traffic.md): Returns a breakdown of conversation volume by deployment channel (e.g. web widget, API, Slack, WhatsApp) over the requested time window. Use the `filters` query parameter to scope the report.
- [Get query analytics.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-queries.md): Returns aggregate query metrics, including total query volume, success rates, average response times, and failure reasons. Use this to monitor agent performance and identify issues.
- [Get conversation analytics.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-conversations.md): Returns conversation metrics, including total conversations, average duration, messages per conversation, and completion rates. Use this to understand how users engage with your agent.
- [Get analytics chart data.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-analysis.md): Returns time-series data formatted for charts, with daily, weekly, or monthly breakdowns of key metrics.
- [Export leads.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-leads.md): Exports lead information captured from conversations, including email addresses, names, and any custom fields collected. Use this to sync leads with your CRM or marketing tools.
- [Export leads for a conversation.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-leads-sessionid-export.md): Exports every lead captured in a conversation as a downloadable file in the requested format.
- [Export a single collated lead for a conversation.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-reports-leads-sessionid-collated.md): Returns one merged lead built from all lead rows in the conversation.
- [List licenses.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-licenses.md): Returns all access licenses configured for an agent. Licenses control who can interact with the agent and what permissions they have. Use this to manage access distribution.
- [Create a license.](https://docs.customgpt.ai/reference/post_api-v1-projects-projectid-licenses.md): Creates a new access license for an agent with specified permissions and optional expiration. Use this to grant controlled access to external users or systems.
- [Get license details.](https://docs.customgpt.ai/reference/get_api-v1-projects-projectid-licenses-licenseid.md): Returns the full details for a specific license, including permissions, usage statistics, status, and expiration date. Use this to audit or troubleshoot access issues.
- [Update a license.](https://docs.customgpt.ai/reference/put_api-v1-projects-projectid-licenses-licenseid.md): Updates a license's settings, such as permissions, expiration date, or active status. Use this to modify access without creating a new license.
- [Delete a license.](https://docs.customgpt.ai/reference/delete_api-v1-projects-projectid-licenses-licenseid.md): Revokes and permanently removes an access license. Any users or systems using this license will immediately lose access to the agent.  Warning: This immediately revokes access for anyone using this license.
- [Get account limits.](https://docs.customgpt.ai/reference/get_api-v1-limits-usage.md): Returns your current usage and plan limits for agents, storage (words), and monthly queries. Use this to monitor consumption, plan for scaling, or display usage dashboards to your users.
- [Get current plan details.](https://docs.customgpt.ai/reference/get_api-v1-billing-plan.md): Returns the active subscription plan for your account, including billing cycle dates, trial status, plan options, and active addons. Returns null data when no active subscription exists.
- [List payment methods.](https://docs.customgpt.ai/reference/get_api-v1-billing-payment-methods.md): Returns all payment methods attached to your account, including type, display name, card details, and which is the default.
- [List invoices.](https://docs.customgpt.ai/reference/get_api-v1-billing-invoices.md): Returns paginated invoices for your account. Invoice records are stored locally and do not require a Stripe API call. Use the `page` and `limit` query parameters to paginate.
- [Download an invoice.](https://docs.customgpt.ai/reference/get_api-v1-billing-invoices-invoiceid-download.md): Returns the Stripe-hosted PDF for the specified invoice. The invoice ID must belong to your account.

## Changelog
- [2026-07-08 – 2026-07-14](https://docs.customgpt.ai/changelog/2026-07-08-2026-07-14.md)
- [2026-07-01 – 2026-07-07](https://docs.customgpt.ai/changelog/2026-07-01-2026-07-07.md)
- [2026-06-24 – 2026-06-30](https://docs.customgpt.ai/changelog/2026-06-24-2026-06-30.md)
- [2026-06-17 – 2026-06-23](https://docs.customgpt.ai/changelog/2026-06-17-2026-06-23.md)
- [2026-06-10 – 2026-06-16](https://docs.customgpt.ai/changelog/2026-06-10-2026-06-16.md)