# Buy more credits
Source: https://easy-peasy.ai/docs/account/buy-credits
Top up image & video credits or words when your plan allowance runs low, without changing your plan.
If you need more before your allowance resets, you can buy extra image & video credits, and on larger plans, extra words. What you buy is added to your account as **bonus credits** or **bonus words**.
Buying extra credits is for paid plans. On the Free plan, [upgrade](/docs/account/subscription#upgrade-or-change-your-plan) instead.
## Buy image & video credits
You'll find the button on [**Settings** > **Subscription**](https://easy-peasy.ai/settings/billing), on [**Settings** > **Usage**](https://easy-peasy.ai/settings/usage), and on the image and video pages.
**Purchase Options** lists one-time packs of 100 or 500 credits, and bigger plans you can upgrade to. A bigger plan usually costs less per credit, and the dialog shows the price per credit for each option.
Click **Buy Now** and pay on the Stripe checkout page. You can change the quantity there to buy up to 10 packs at once.
The credits appear as **Bonus credits** on the Usage page as soon as the payment goes through.
## Buy more words
On Unlimited 200 and larger plans, [**Settings** > **Usage**](https://easy-peasy.ai/settings/usage) shows **Buy more words** next to **Words Usage**. Each purchase adds 100,000 bonus words.
## Buy for a team member
If you own a team, you can buy credits or words for one member from [**Settings** > **Team**](https://easy-peasy.ai/settings/team). They go to that member's balance, not yours.
## How bonus credits and words are used
* They're used only after your plan's monthly allowance runs out.
* They don't reset. Whatever you don't use carries over to the next period.
* They show up separately on the Usage page as **Bonus credits** and **Bonus words**.
## Get bonus credits by referring friends
Share your link from [**Settings** > **Refer a friend**](https://easy-peasy.ai/settings/referrals). When someone you invite becomes a paying customer, you both get 50,000 bonus words and 150 bonus credits. If they choose Unlimited or a larger plan, you both get 100,000 words and 300 credits instead.
# Data controls
Source: https://easy-peasy.ai/docs/account/data-controls
Bring your ChatGPT conversations into Marky Agent, and manage or delete the websites, apps, and domains Marky built for you.
Open **Settings** > **Data Controls**.
## Import your ChatGPT history
Move your ChatGPT conversations into Marky Agent, so you can search them and continue them with any model.
In ChatGPT, go to **Settings** > **Data controls** > **Export data**. OpenAI emails you a link to a ZIP file, usually within a few minutes to a few hours. Download it.
Click **Import from ChatGPT**, then **Choose your ChatGPT export**, and pick the ZIP, up to 2 GB. The file is read in your browser, and you see how many conversations, messages, and images were found.
* **Also teach Marky about me**, on by default, adds what your ChatGPT history says about you, such as your job, projects, and preferences, to [Marky's memory](/docs/marky/memory).
* **Replace conversations I already imported**: turn it on to import again conversations you imported before. Otherwise they're skipped.
Keep the tab open until it finishes. Your conversations appear in Marky Agent in a **ChatGPT** folder, with their original dates.
Good to know:
* Images you uploaded to ChatGPT come along. Images ChatGPT generated aren't in OpenAI's export, so they can't be imported.
* Voice conversations are imported as text.
* Importing is free and doesn't use words. Continuing a conversation in Marky uses words as usual.
* Imported conversations are private to you, even on a Teams plan.
## Your websites, apps, and domains
**My Websites** and **My Apps** list what [Marky built](/docs/marky/websites) for you, with the link, whether it's **Public** or a **Draft**, and when it last changed. The ⋯ menu on each has:
| Option | What it does |
| - | - |
| **Settings** | Opens the site's settings: its address, custom domain, and more |
| **Open chat** | Opens the Marky chat it was built in |
| **Visit site** | Opens the published site |
| **GitHub** | Opens the linked GitHub repository, if there is one |
| **Delete** | Deletes the site or app |
**Delete** takes the site offline and deletes its database and files. It can't be undone. The chat it was built in stays, and so do domains you bought for it. Only the owner can delete a site.
**My Domains** lists the domains you bought through Marky, with their status, registration and expiry dates, and whether they renew automatically.
Build and publish with Marky.
Your details, or delete your account.
# HIPAA and the BAA
Source: https://easy-peasy.ai/docs/account/hipaa
Sign our Business Associate Addendum to use the clinical note tools with patient information, with zero retention of their results.
If you work with protected health information in the US, sign the Easy-Peasy.AI **Business Associate Addendum (BAA)** before using it in the clinical note tools. Signing designates your account as a HIPAA account and turns on zero retention for those tools.
The BAA is available on paid plans.
## Sign the BAA
Go to [easy-peasy.ai/settings/baa](https://easy-peasy.ai/settings/baa), or click the HIPAA banner on a clinical note tool, such as the SOAP Note Generator.
Read the agreement in the page, or click **Download BAA** to save a PDF copy. It lists the services it covers.
A **HIPAA BAA** tab appears in **Settings**, with the date you accepted and a copy to download.
## Zero retention
Once you've signed, results from these tools are deleted automatically within 24 hours:
* Psychotherapy Progress Note Generator
* SOAP Note Generator
* DAP Note Generator
* Treatment Plan Generator
* BIRP Note Generator
Copy or save each note into your own records system as soon as it's written. After 24 hours it's gone from your History.
Only use protected health information in the services the BAA covers. Other features, such as Marky Agent, AI Speech to Text, and agents, aren't part of it.
## End the BAA
On the **HIPAA BAA** tab, click **Terminate BAA Agreement** and confirm. Your account is no longer a HIPAA account, and new results from the note tools are kept like any others. You can sign the BAA again later on the same page.
How the note tools work.
Questions about compliance.
# Plans and credits
Source: https://easy-peasy.ai/docs/account/plans-and-credits
How Easy-Peasy.AI measures what you use, what the Free plan includes, and what happens when an allowance runs out.
Every plan comes with a monthly allowance, split into a few separate balances. Each feature draws from one of them, and you can watch all of them on [**Settings** > **Usage**](/docs/account/usage).
| Balance | What uses it | How it's counted |
| - | - | - |
| **Words** | Marky Agent, tools, and agents on some models | Words of text the AI writes, adjusted by the model's multiplier |
| **Image & video credits** | AI Images, AI Videos, talking videos, image editing, upscaling, headshots, interior design, and images or slides Marky makes | A price per image, or per second of video, set by each model |
| **Text-to-speech characters** | Text to speech, voice changer, dubbing, sound effects, the audio generator, and music | Characters of text you turn into speech; other audio features use a fixed amount per job |
| **Transcriptions** | AI Speech to Text and Record & Transcribe | One per file |
| **Agents** | Agents | How many agents you can have |
Compare what each paid plan includes on the [pricing page](https://easy-peasy.ai/pricing).
## Words
Marky Agent and the tools count the words the AI writes for you. Two things change the count:
* **The model's multiplier.** Every chat model has one, shown next to its name in Marky's model picker. A 0.5x model uses half a word per word it writes; a 2x model uses two. The default model is one of the cheapest.
* **What the model reads and thinks.** A model's reasoning counts as writing. Premium models such as Claude Opus and Claude Fable also charge for long conversations and large files they read, after a free allowance each time.
In the [Quickstart](/docs/get-started/quickstart), Claude Opus 5.5 Reasoning wrote a 110-word email and used 505 words, because its reasoning and the conversation it read count too. The same request on the default model would use a small fraction of that.
On the Unlimited and Teams plans, some models are labelled **Unlimited** in the model picker and don't use words at all. In tools, the **Standard model** is also free of words on those plans.
A few more rules:
* On the Free plan, every chat model counts at 0.2x.
* On the Starter plan, models labelled **Unlimited** count at 0.1x.
* Uploading an image to a tool adds 150 words.
* Agents built on some models use your words when they reply to your customers.
## Image & video credits
Images, videos, and the other visual features share one pool of credits. What a job costs depends on the model, the resolution, and for videos, the length. The **Generate** button always shows the cost before you start, and videos are priced per second: a 5-second clip at 4 credits per second costs 20 credits.
* **Failed jobs are refunded automatically.** If a generation fails, its credits come back without you doing anything.
* **You can refund a result you don't like.** Click the thumbs-down on your own image or video and its credits are returned, up to 10% of your plan's monthly credits each billing period.
* **Deleting doesn't refund.** Once an image or video has been created, deleting it doesn't return its credits.
## Text-to-speech characters
Text to speech uses one character per character of your script, half that with **Turbo**, and one per ten characters with OpenAI voices. Other audio features take a set amount from the same balance:
| Feature | Uses |
| - | - |
| Voice changer and dubbing | About 2,000 per minute of audio |
| Sound effects and the audio generator | 1,000 per generation |
| Music and songs | 600 per generation (two tracks, 300 each) |
## When your allowance resets
* **Paid plans** reset every month on your billing date. Yearly plans reset monthly too, on the same day of the month you subscribed.
* **The Free plan** resets on the 1st of each month.
Unused allowance doesn't roll over. Credits and words you [buy separately](/docs/account/buy-credits) are different: they're used only after your plan allowance runs out, and whatever you don't use carries over to the next period.
## The Free plan
New accounts start on the Free plan. It's for trying things out:
| Balance | Free plan |
| - | - |
| Words | 2,000 per month |
| Image & video credits | 3 per month |
| Text-to-speech characters | 100 per month |
| Transcriptions | 2 per month |
| Agents | 1, answering up to 100 messages per 30 days |
On the Free plan:
* Tools use the **Standard model** and make one result at a time. Tools marked as paid can be tried once.
* Premium image and video models are locked, and videos are limited to a few models and short lengths.
* Image downloads are for paid plans. Free accounts can download while they still have bonus credits.
## What happens when you run out
| You run out of | What happens |
| - | - |
| Words | On Free and Starter, Marky and tools stop until your allowance resets. On Unlimited and Teams plans, you can keep using the **Unlimited** chat models and the **Standard model** in tools. |
| Image & video credits | You can't start new images or videos until your allowance resets. |
| Anything else | That feature pauses until your allowance resets. |
To keep going sooner, [buy more credits](/docs/account/buy-credits) or [change your plan](/docs/account/subscription).
# Profile and preferences
Source: https://easy-peasy.ai/docs/account/profile
Change your name, email address, password, dashboard language, and theme, or delete your account.
Open **Settings** in the sidebar. The **Profile** tab has your account details, and **Interface** has the language and theme.
## Name and email
* **Name**: fill in **First name** and **Last name** and click **Save**.
* **Email**: type the new address and click **Save**. We send a confirmation link to the new address; the change takes effect once you click it.
## Password
Under **Change Password**, type a **New Password** and click **Update Password**. If you signed up with Google, this adds a password so you can also sign in with your email.
A password needs 12 to 128 characters, with an uppercase letter, a lowercase letter, a number, and a special character. It can't be a common password or contain your email address. The checklist under the field shows what's missing.
If you forget your password, click **Forgot your password?** on the sign-in page to get a reset link.
## Language and theme
On the **Interface** tab:
* **Language** changes the dashboard's language: English, Japanese, Spanish, French, Italian, German, Korean, Simplified Chinese, Thai, Arabic, Portuguese, Malay, or Vietnamese.
* **Theme** switches between light, dark, and your system's setting.
The globe and sun icons under the logo in the sidebar do the same.
Changing the dashboard language doesn't change what the AI writes. Pick the output language in each [tool](/docs/tools/run), or ask Marky in the language you want.
## Delete your account
At the bottom of the **Profile** tab.
You can also tell us why you're leaving. Then your account is deleted.
Deleting your account can't be undone. It cancels your subscriptions straight away, takes down the websites and apps Marky published for you, and deletes your chats, agents, custom voices, and everything you created. Download anything you want to keep first. Domains you bought aren't deleted.
To stop paying without deleting your account, [cancel your subscription](/docs/account/subscription) instead.
Change plan or cancel.
Import from ChatGPT, and your sites and domains.
# Refer a friend
Source: https://easy-peasy.ai/docs/account/referrals
Share your invite link and get bonus words and credits, for you and your friend, when they subscribe.
Invite friends to Easy-Peasy.AI. When a friend you invited starts a paid plan, you both get bonus words and image & video credits.
| Your friend subscribes to | You each get |
| - | - |
| Unlimited or higher, a Teams plan, or Enterprise | 100,000 words and 300 credits |
| Any other paid plan, such as Starter or Unlimited 50 | 50,000 words and 150 credits |
Bonus words and credits don't expire, and they're used after your plan's monthly allowance. See [Buy more credits](/docs/account/buy-credits).
## Invite a friend
Open **Settings** > **Refer a friend** and click **Copy** next to **Copy your invite link**.
Send the link to friends or post it. They need to sign up through your link to count as your referral.
The bonus is added to both accounts within 7 days after your friend starts a paid subscription.
At the top of the page, **Total referrals** counts everyone who signed up with your link, and **Subscribed referrals** those who subscribed. The table shows each one with its status: **Invited**, **Registered**, or **Subscribed**.
## Affiliate program
To earn money instead of credits, for example if you write about AI tools or run a community, join the affiliate program: **Affiliate Program** at the bottom of the page. Affiliates earn a 30% commission on the payments of the customers they refer, for as long as they stay subscribed.
How words and credits work.
How bonus balances are used.
# Manage your subscription
Source: https://easy-peasy.ai/docs/account/subscription
Upgrade or change your plan, update your card, download invoices, and cancel.
Everything about your plan is on [**Settings** > **Subscription**](https://easy-peasy.ai/settings/billing). You can also get there from the account menu under the logo.
The card at the top shows your plan, its status, and the date your allowance renews. Payments are handled by Stripe, so the buttons open Stripe's secure billing page in the same window.
On a team, only the account owner can manage the subscription. Team members see a message asking them to talk to the owner.
## Upgrade or change your plan
Scroll to **Choose your plan** on the same page. Switch between **Monthly** and **Yearly** at the top; yearly billing costs less per month. Click **Show all plans** to see the larger plans.
Stripe shows what you'll pay before you confirm. When you upgrade, you pay only the difference for the rest of the current period, and your billing date doesn't change.
Your new allowance applies as soon as the payment goes through. Check it on [**Settings** > **Usage**](/docs/account/usage).
To move to a smaller plan, or between monthly and yearly billing, click **Change plan**. Stripe shows the new price and when it takes effect before you confirm.
## Update your payment method
Click **Edit payment details**, then add a card or change the default one on the Stripe page.
## Download invoices and receipts
Click **View billing history**. Stripe lists every invoice with a link to download it as a PDF.
## Free trials
If your plan started with a free trial, the card shows how many days are left and the date the trial ends. During a trial you get the plan's full allowance, except image & video credits, which are limited to 50.
To start paying early and unlock the full credit allowance, click **End trial and start plan now**. You're charged right away, a new billing period starts today, and you give up the trial days you had left.
## Cancel your plan
It's next to the other buttons on the plan card.
Read the notice and click **Yes, cancel my plan**, then finish on the Stripe page.
Your plan stays active until the end of the period you've paid for, and the card shows the date it ends. After that, your account moves to the Free plan. Changed your mind before then? Click **Don't cancel** on the same card.
Some older plans are no longer sold. If you're on one and cancel, you can't subscribe to it again later.
## If a payment fails
If your card is declined, we email you a link to pay the invoice. Until it's paid, your account works like the Free plan. Pay the invoice from that email to restore your plan right away, and update your card with **Edit payment details** so the next renewal goes through.
## Add-ons
* **Team seats.** Add people to your plan from [**Settings** > **Team**](https://easy-peasy.ai/settings/team) with **Purchase Seats**. Each seat gets the plan's full allowance.
* **Always-On Hosting.** Keeps a website or app that Marky built for you running around the clock. Turn it on for each app in its deployment settings.
* **Extra credits and words.** See [Buy more credits](/docs/account/buy-credits).
## Questions
No. Your plan allowance resets every month. Credits and words you buy separately do carry over until you use them. See [Plans and credits](/docs/account/plans-and-credits#when-your-allowance-resets).
No. Yearly plans get the same allowance every month, renewing on the same day each month.
Email [support@easy-peasy.ai](mailto:support@easy-peasy.ai) with your account email and we'll look at it.
# Teams
Source: https://easy-peasy.ai/docs/account/team
Add team members to your plan, buy extra seats, see each member's usage, top up their credits, and share your work with the team.
A team shares one subscription. Every member gets their own login, their own history, and the plan's full allowance of words, credits, and characters each month. The account owner manages seats and billing.
Teams plans include 3 or more seats. The Starter and Unlimited plans (except Unlimited 50) can add seats too. Compare plans on the [pricing page](https://easy-peasy.ai/pricing).
## Your team
Open **Settings** > **Team**.
The table shows each member's usage for the selected **Period**: this billing period or up to 6 months back.
| Column | What it shows |
| - | - |
| **Words Used** | Words used this period |
| **Image/Video Credits** | Credits used, split into images and videos. Click a number to see those items |
| **Additional Credits**, **Additional Words** | Extra credits and words the member has on top of the plan |
Team members see a message to ask the account owner; only the owner manages the team.
## Invite team members
It's available while you have a free seat. If all seats are used, [add a seat](#add-or-remove-seats) first.
Type their email addresses, separated by commas, and click **Send**. Or copy the link under **Invite by link** and send it yourself.
When they sign up through the invitation, they join your team and appear in the table.
To remove someone, click **Remove Member** on their row and confirm. Their seat becomes free again.
## Add or remove seats
* **Purchase Seats** adds seats to your subscription, up to 50 extra. Each seat costs the same as your plan, and you pay the prorated amount for the rest of the current period.
* **Remove Seats** removes empty seats. Remove the member first. The change is immediate, and the unused time is credited on your next invoice.
On plans that can't add seats, such as Free and Unlimited 50, you'll see **Upgrade to Teams plan** instead.
## Top up a member
Click **Buy Additional Credits or Words** on a member's row, choose **Image & Video Credits** or **Words**, and pay. They go to that member only. See [Buy more credits](/docs/account/buy-credits).
## Share with your team
Most things you create can be shared with the team. Turn on **Share with Team Members**, or the team option in the share window, on:
* [transcriptions](/docs/audio/transcripts#rename-share-and-delete) and [speech](/docs/audio/text-to-speech),
* images and Marky chats,
* [agents](/docs/agents/overview), [workflows](/docs/workflows/share), and [custom tools](/docs/tools/custom-tools#share-a-tool).
Shared items appear in your teammates' lists. On the **Images** and **Videos** tabs of History, the owner can also filter by team member.
Change plan or payment details.
See your own usage this period.
# Check your usage
Source: https://easy-peasy.ai/docs/account/usage
See how much of this period's allowance you've used, when it resets, and how your usage changes day to day.
Open [**Settings** > **Usage**](https://easy-peasy.ai/settings/usage), or choose **Usage** from the account menu under the logo.
Each bar shows how much you've used this period out of your plan's allowance plus any bonus you bought.
| Bar | What it measures | Links |
| - | - | - |
| **Words Usage** | Words used by Marky Agent, tools, and agents | **View history**, and **Buy more words** on larger plans |
| **Image & Video Generation Usage** | Credits used by images, videos, and other visual features | **View images**, **View videos**, **Buy more credits** |
| **Text to Speech Usage** | Characters used by text to speech and the other audio features | **View history** |
| **AI Transcription Usage** | Files transcribed | **View transcriptions** |
| **AI Agents Usage** | Agents you've created, out of your plan's limit | **Manage agents** |
| **Tokens Usage** | A fair-use limit on the total text AI models process for you | |
Under the bars you'll see the date your limits reset and your current plan, with a link to upgrade. See [Plans and credits](/docs/account/plans-and-credits) for how each balance is counted.
## Daily activity
Below the usage card, **Daily Activity** charts your usage day by day. Pick **Last 7 days**, **Last 14 days**, **Last 30 days**, **Last 90 days**, or a custom range to spot what's using the most.
## About the tokens limit
**Tokens Usage** counts everything the AI models read and write for you, including long conversations and files. It isn't something you spend like words or credits; it's a safety limit against runaway automation, and most people never get close.
If your usage goes far past it, we'll email you. Very heavy usage can pause the account until you change your plan or buy more words.
## Team usage
On a team, each member has their own allowance. The owner can see everyone's words and credits for this period or any of the last six on [**Settings** > **Team**](https://easy-peasy.ai/settings/team).
# Actions
Source: https://easy-peasy.ai/docs/agents/actions
Let your agent do things during a chat: show buttons and forms, collect details, book meetings, search the web, call your API, and send emails.
Actions let your agent do more than answer. With a **Custom Button** it can send a visitor straight to your booking page; with **Collect Data** it can take a visitor's details; with **Google Calendar** it can book a meeting. You describe when each action should be used, and the agent decides during the conversation.
Actions are for paid plans. Each plan allows a number of actions per agent, shown at the top right of the page as **used / allowed**. On the Free plan, the page offers a 7-day trial. See [Limits and usage](/docs/agents/limits-and-usage).
## Add an action
Open your agent, click **Actions**, and click an action under **Add an action**.
Enter an **Action Name** and the **Trigger Instructions**: when the agent should use this action. Be specific, for example "When the user wants to book a class, sign up, or try their free first class". Click **Save**.
Fill in the action's settings below, such as the button's text and link, and click **Save Configuration**.
Ask something that should trigger it in the [Playground](/docs/agents/playground).
Your actions are listed under **Your Actions**, each with a switch to turn it on or off and a **Configure** button. To remove one, open it and click **Delete Action**.
## Available actions
| Action | What it does | Settings |
| - | - | - |
| **Custom Button** | Shows a button that opens a link | **Button Text**, **URL** |
| **Collect Data** | Asks the visitor for details in the conversation, one or two at a time, and saves them when complete | The fields to ask for (each can be **Required**), **Message after saving**, **Also save to Leads**, and where to **Send submissions to**: a **Webhook URL (optional)** and **Email notifications (optional)** |
| **Custom Form** | Shows a form inside the chat | **Form Title**, **Form Description**, **Form Fields** (text, email, number, text area, select, phone, URL), **Submit Button Text** |
| **Suggested Messages** | Shows tappable replies after the agent's answer | **Auto generate suggested messages**, **Disable input field**, **Show after every message** |
| **Google Calendar** | Checks your free times and books meetings in your calendar. One per agent | Connect Google Calendar, default event title and description, meeting length, and time zone. See [Google Calendar](/docs/agents/integrations#google-calendar) |
| **Web Search** | Searches the web for current information. One per agent | **Allowed Domains (Optional)**, **Include Images** |
| **Fetch URL** | Reads a web page or an API during the chat. One per agent | **Allowed Domains (Optional)** |
| **Code Interpreter** | Runs Python for calculations and charts. One per agent | None |
| **Email** | Sends you an email, for example when a visitor asks to be contacted | **To Email Address**, **Subject Template**, **Message Template** |
| **Custom Action** | Calls your own API, for example to look up an order | **Endpoint URL**, **HTTP Method**, **Headers**, **Payload Template** |
### Collect Data or a lead form?
Both capture visitors' details. **Collect Data** asks naturally in the conversation, works on messaging channels too, and can send what it collects to email or a webhook. The [lead form](/docs/agents/leads) is a fixed form in the website chat that appears after the first answer. Turn on **Also save to Leads** to see Collect Data submissions on the same **Leads** page.
### Email templates
In the **Email** action's templates, `{{user}}` is replaced with the visitor's name and `{{message}}` with the message the agent writes. For example: subject `New message from {{user}}`, message `Message from {{user}}: {{message}}`.
### Custom Action
A **Custom Action** sends a request to your API and gives the agent the response.
* To pass values from the conversation, put `${name}` placeholders in the **Endpoint URL**, for example `https://api.example.com/orders/${order_id}`. The agent fills them in, asking the visitor if it needs to.
* For **POST** and **PUT**, the agent writes the JSON body itself. Describe the body you expect in the **Trigger Instructions**, for example "Send `{"email": "...", "question": "..."}`". The **Payload Template** is sent as written when the agent doesn't supply a body; placeholders in it aren't filled in.
* Add authentication, such as an API key, under **Headers**. The agent never sees your headers.
## How the agent decides
Each action you turn on becomes something the agent can use, with your **Trigger Instructions** as its description. The agent picks an action when the conversation matches them, and can use several in one reply. Clear, specific trigger instructions work best. You can also mention actions in the agent's [instructions](/docs/agents/instructions-and-model#instructions), for example "Always show the Book a class button after explaining prices."
Actions work in the website chat and on messaging channels such as WhatsApp and Telegram. Buttons, forms, and suggested messages are made for the website chat. Actions don't run through the [REST API](/docs/agents/integrations#rest-api).
Collect and export visitors' details.
Google Calendar, Zapier, and the REST API.
# Analytics
Source: https://easy-peasy.ai/docs/agents/analytics
Track your agent's chats, messages, visitor feedback, and conversation sentiment over time.
**Analytics** shows how much your agent is used and how visitors feel about its answers. Open your agent and click **Analytics**.
Choose a period at the top: the last 7, 14, 30, or 90 days, or **Custom** for any range up to 120 days.
| Section | What it shows |
| - | - |
| **Total Chats**, **Total Messages** | How many conversations and messages there were |
| **Positive Feedback**, **Negative Feedback** | Thumbs up and down visitors gave the agent's answers. Visitors can rate answers when **Collect User Feedback** is on in [Appearance](/docs/agents/appearance#chat-features) |
| **Daily Activity** | Messages, chats, likes, and dislikes per day |
| **Sentiment Distribution** | How many conversations were positive, negative, or neutral |
| **Sentiment Trend Over Time** | How sentiment changed from day to day |
## Use it to improve your agent
* **Negative feedback or negative sentiment** points to answers worth checking. Open the conversation in [**Conversations**](/docs/agents/conversations), and click **Revise answer** to fix it.
* **A jump in messages** after a change, such as a new page on your website, shows whether people find the chat.
Read the chats behind the numbers.
Get a daily summary by email.
# Appearance
Source: https://easy-peasy.ai/docs/agents/appearance
Set your agent's name, greeting, suggested messages, colors, font, chat features, and chat bubble, with a live preview.
**Appearance** controls what visitors see in the chat: the header, the first message, the buttons under the text box, and the colors. The preview on the right updates as you edit. Click **Save** at the bottom to publish your changes to every website chat.
The chat bubble on your website is set here too, under [**Chat bubble**](#chat-bubble): where it sits, its size, icon, color, and text. To put it on your site, copy the install code from [**Channels** > **Website**](/docs/agents/website#add-the-chat-bubble).
## Content
| Setting | What it does |
| - | - |
| **Agent Avatar** | The picture in the chat header, and next to the agent's messages if you turn that on |
| **Agent Name** | The name in the chat header |
| **Description** | The line under the name in the header |
| **Greeting Message** | The first message visitors see |
| **Suggested Messages** | Questions visitors can tap to start, one per line |
| **Suggested messages layout** | **Scroll in one row** keeps the greeting in view; **Show all** wraps every suggestion onto rows |
| **Auto show initial messages pop-ups after (in seconds)** | How long before the greeting pops up next to the closed chat bubble. Enter a negative number to turn this off |
| **Message Placeholder** | The hint text in the message box |
## Chat features
| Switch | What it does |
| - | - |
| **Show Copy Button** | A copy button under the agent's answers |
| **Collect User Feedback** | Thumbs up and down under answers. The counts appear in [Analytics](/docs/agents/analytics) |
| **Allow Message Regeneration** | Lets visitors ask for a new version of an answer |
| **Enable Voice Input** | A microphone button that turns speech into typed text |
| **Allow image attachments** | Lets visitors send screenshots and photos |
### Image attachments
With **Allow image attachments** on, visitors can attach up to 4 images per message (PNG, JPEG, or WebP, up to 5 MB each) in the website chat, on the shareable link, on [Telegram](/docs/agents/telegram), and on [Messenger](/docs/agents/messenger). The agent looks at them and answers.
* The agent's model must be able to see images: GPT, Claude, or Gemini models. With another model, the attach button doesn't appear.
* Each image the agent looks at uses 200 words, on every model. The agent keeps up to 3 recent images in view, so an image is counted again for each reply it's still in view for.
## Style
| Setting | What it does |
| - | - |
| **Theme** | Light or dark chat |
| **Agent bubble style** | Background and text color of the agent's messages |
| **Header style** | Background color of the header. Empty uses the agent bubble color |
| **Chat font** | The font of the whole chat: a preset such as Inter, or **Custom web font…** with a font name and a stylesheet URL |
| **Profile icon size** | Size of the avatar in the header, from **Small** to **3X Large** |
| **Show avatar next to agent messages** | Shows an avatar beside each answer. **Message Avatar** sets a different picture for it |
| **Human bubble style** | Background and text color of the visitor's messages |
## Chat bubble
The chat bubble is the button that opens the chat on your website. Saved changes reach your website within about a minute, without changing the install code.
| Setting | What it does |
| - | - |
| **Position** | **Bottom Right**, **Bottom Left**, **Top Right**, **Top Left**, or a tab on the edge of the page: **Side Right**, **Side Left** |
| **Chat bubble size** | **Medium**, **Large**, or **Extra Large** (not for side tabs) |
| **Chat window width** | **Default** (400px), **Wide** (480px), or **Extra wide** (560px) on computers. On phones the chat always opens full screen |
| **Chat bubble icon** | Pick one of the built-in icons, or click **+** to upload your own (PNG, JPG, WebP, or GIF, up to 5 MB). An uploaded image can **Fill the bubble**, which suits photos, or **Fit inside**, which suits logos. Agents made before these icons arrived keep **Classic**, the original icon, until you pick another; newer agents start with **Spark**. Side tabs show text only |
| **Chat bubble color** | The bubble's color. Until you pick one, it matches your agent's header color; the reset button goes back to it |
| **Show text in the chat bubble** | Adds a label next to the icon, such as "Chat with us", up to 40 characters, with the icon on the left or the right. It folds away while the chat is open. A side tab always shows its text: set it in **Text on the side tab** |
While the **Appearance** tab of the [Playground](/docs/agents/playground) is open, the bubble appears under the chat preview; click it to see it with the chat open.
The icon and text turn white or dark on their own, so they stay readable on the color you pick. If you pasted an older install code that sets a position, size, width, color, or icon, it keeps working: whatever you save here takes priority over it.
## The "Powered by" footer
**Show 'Powered by Easy-Peasy.AI' footer** can be turned off on the Unlimited 200 and higher plans and on Teams plans.
Style the chat bubble and copy the code.
Change the look while you chat.
# Basecamp
Source: https://easy-peasy.ai/docs/agents/basecamp
Add your agent to a Basecamp chat so your team can ask it questions with a command.
Your agent can answer in a Basecamp chat (Campfire). Your team types the chatbot's command followed by a question, and the agent replies in the chat. Basecamp is available on every plan.
## Add your agent to Basecamp
Open your agent, click **Channels**, and click **Connect** on **Basecamp Chatbots**. Copy the **Command URL**. Keep it private: anyone with it can send questions to your agent.
In Basecamp, open the chat you want, click the **⋯** menu at the top right, and choose **Configure chatbots**. Click **Add a new chatbot**, give it a name, such as `helper`, an optional avatar, and paste the **Command URL**. Click **Add this chatbot**.
In the chat, type `!helper` followed by your question, using the name you chose. The agent replies in a few seconds.
## Good to know
* The agent only answers when someone uses its command; it doesn't post on its own.
* You can add several agents to one chat, each with its own name, such as `!hr` and `!support`.
* Each agent accepts up to 30 commands every 10 minutes from one place.
* To remove it, delete the chatbot in **Configure chatbots**.
Answer your team in Slack.
All the places your agent can answer.
# Channels
Source: https://easy-peasy.ai/docs/agents/channels
Put your agent on your website, WhatsApp, Messenger, Telegram, Slack, LINE, email, phone, and more, and see what works on each channel.
One agent can answer on many channels at once, with the same knowledge, instructions, and actions everywhere. Open your agent and click **Channels** to connect them.
## Available channels
| Channel | How people reach your agent | Plans |
| - | - | - |
| [Website](/docs/agents/website) | A chat bubble, a shareable link, or a chat inside a page | All |
| [Website platforms](/docs/agents/website-platforms) | WordPress, Wix, Squarespace, Webflow, and other site builders | All |
| [Telegram](/docs/agents/telegram) | Messages to your Telegram bot | All |
| [Facebook Messenger](/docs/agents/messenger) | Messages to your Facebook Page | All |
| [Slack](/docs/agents/slack) | Direct messages and @mentions in your workspace | All |
| [WhatsApp](/docs/agents/whatsapp) | Messages to your WhatsApp Business number | Paid |
| [LINE](/docs/agents/line) | Messages to your LINE Official Account | Paid |
| [Email](/docs/agents/email) | Emails to the agent's own address | Paid |
| [Phone calls](/docs/agents/phone-calls) | Calls to a Twilio phone number | Paid |
| [Shopify](/docs/agents/shopify) | The chat on your store, with product search and order status | Paid |
| [Basecamp](/docs/agents/basecamp) | Commands in a Basecamp chat | All |
| [REST API](/docs/agents/integrations#rest-api) and [Zapier](/docs/agents/integrations#zapier) | Your own apps and automations | All |
On the Free plan, the paid channels show **Pro** and an **Upgrade** button.
## Connect a channel
Click **Connect** on a channel's card. Most channels open a window where you sign in or paste a key; each channel's page has the steps. The book icon on a card opens its setup guide.
Once connected, a card shows **Connected**. **Connected** at the top of the page filters to your connected channels, and the search box finds a channel by name.
## Pause a channel
Open a connected channel and switch off **Enable integration**. The agent stops answering on that channel until you switch it back on, and the card shows **Paused**. Your other channels keep working.
## What works where
| | Website chat | WhatsApp, Messenger, Slack, LINE, Email, Basecamp | Telegram | Phone calls | REST API |
| - | - | - | - | - | - |
| Knowledge and instructions | Yes | Yes | Yes | Yes | Yes |
| [Actions](/docs/agents/actions) | Yes | Yes | Yes | Yes | No |
| [Image attachments](/docs/agents/appearance#image-attachments) | Yes | No | Yes | — | No |
| [Voice calls](/docs/agents/voice) | Yes | No | No | Yes | No |
| [Lead form](/docs/agents/leads) | Yes | No | No | No | No |
Buttons, forms, and suggested messages are made for the website chat. [Conversations](/docs/agents/conversations) lists chats from the website, WhatsApp, Messenger, LINE, and Telegram.
Start with the chat bubble on your site.
Connect a WhatsApp Business number in one click.
# Conversations
Source: https://easy-peasy.ai/docs/agents/conversations
Read what people ask your agent, see where they came from, fix wrong answers, and export conversations.
**Conversations** shows every chat your agent has had, so you can see what people ask and how the agent answers. It's the fastest way to improve an agent: find a weak answer, correct it, and the agent gets it right next time.
## Read conversations
Open your agent and click **Activity** > **Conversations**.
* The menu at the top chooses the channel: **Web**, **WhatsApp**, **Messenger**, **LINE**, or **Telegram**. **Web** includes the website chat, the shareable link, the Playground, and voice calls.
* Each conversation in the list shows the visitor's country, device, and browser, the time, the first message, and its sentiment once it's been analyzed. A phone icon marks conversations with a voice call, with the number of calls when there was more than one.
* Click a conversation to read it. Scroll down and click **Load more conversations** for older ones.
* The refresh icon beside **Conversations** loads new messages without reloading the page.
## Filter conversations
On the **Web** channel, click the filter icon beside **Conversations** to narrow the list. The filters apply as you pick them, appear as chips under the channel menu, and can be removed one at a time or with **Clear all**.
| Filter | Shows |
| - | - |
| **Started** | Conversations started in the last 24 hours, 7, 30, or 90 days |
| **Sentiment** | Positive, neutral, or negative conversations |
| **Feedback** | Conversations where the visitor gave an answer a thumbs up or a thumbs down |
| **Conversations with a voice call** | Conversations where the visitor called your agent |
| **Visitors who shared contact details** | Conversations where you know the visitor's name, email, or phone number |
Under each answer, a percentage shows how confident the agent was. Low scores point to questions its knowledge doesn't cover well.
Conversations on Slack, email, phone calls, Basecamp, and the REST API aren't listed here.
## Voice calls
When a visitor calls your agent from the chat widget, the call is part of the same conversation as their typed messages. To list only conversations with a call, turn on **Conversations with a voice call** in the filters.
In the conversation, a marker shows where each call starts, with its time and length, and another where it ends and why: the caller left, the call ended after silence, it reached the time limit, or an error ended it. A call where nobody spoke gets a single marker.
Each message of a call carries a tag:
| Tag | Meaning |
| - | - |
| **Spoken** | The visitor said it, or the agent said its reply out loud |
| **Typed during the call** | The visitor typed it into the call instead of speaking |
| **Spoken and typed** | The visitor's question combined speech and typed text |
| **Interrupted** | The visitor spoke before the agent finished this reply |
| **Voice call** | The message was part of a call made before October 6, 2026, before spoken and typed messages were told apart |
**Details** lists every call with its date, length, number of exchanges, and how it ended, plus the total talk time.
## Conversation details
Click **Details** above the conversation to see who the visitor was and where they came from.
| Detail | What it shows |
| - | - |
| **Contact** | The visitor's name or email when they filled in a lead form or your website passed it on, or **Anonymous** |
| **Source** | Website, Playground, or voice call: how the conversation started |
| **Status** | **Ongoing** while the chat is active, then ended |
| **Sentiment**, **Messages** | The mood of the conversation and how many messages it has |
| **Country**, **Language**, **Timezone**, **Browser**, **IP address** | Where the visitor was and what they used |
| **Started on**, **Last page**, **Referrer** | The page the chat started on, the page they were last on, and where they came from |
| **Created**, **Last activity**, **Conversation ID** | When it started, when the last message was sent, and its ID |
To name visitors who are signed in to your website, pass their details to the chat. See [Chat widget for developers](/docs/developers/chat-widget#identify-the-visitor).
## Revise an answer
When the agent gets something wrong, click **Revise answer** under the answer. Write the answer it should have given in **Expected Response** and click **Save**.
The question and your answer are added to [**Knowledge**](/docs/agents/knowledge) as a Q\&A, and the answer is marked **Revised**. The agent uses your answer from the next question on.
## Export and delete
* To download the conversations, click the **⋯** menu beside **Conversations** and choose **Export as PDF** or **Export as JSON**. The export contains every conversation of the channel, not only the filtered ones. It isn't available for Telegram.
* To delete a conversation, hover over it in the list and click the trash icon. Deleting can't be undone.
Chats, messages, and feedback over time.
Details your visitors left.
# Create an agent
Source: https://easy-peasy.ai/docs/agents/create
Build an agent from your website in a few steps: add your content, choose what the agent does, and open it in the Playground.
The **New AI Agent** page builds a working agent from your website in about a minute. It reads your pages, writes the agent's instructions, name, greeting, and starter questions, and matches the chat colors to your brand. You can change all of it afterwards.
## Create your agent
Open **Agents** in the sidebar and click the button at the top right to create an agent.
Under **How should we train your agent?**, enter your website in **Your website**. The agent reads your pages for its knowledge and takes your logo and colors from them.
To add more, click **Add files, text, Q\&A and more** under **Other sources**:
| Source | What to add |
| - | - |
| **Files** | PDF, DOCX, CSV, TXT, or EPUB documents, up to 10 at a time |
| **Text** | Anything you type or paste |
| **Q\&A** | A question and the exact answer you want the agent to give |
| **Sitemap** | Your sitemap's URL, to add the pages it lists |
| **YouTube** | A video's URL; the agent learns from its transcript. Add a language code, such as `en`, if it isn't English |
A website isn't required: you can build an agent from files, text, or Q\&A alone.
Under **What should your agent do?**, pick **Customer support**, **Sales agent**, **Shopping assistant**, or **Something else**. Each fills in a short description of the agent's job. Edit it to fit your business.
When your website has several pages, **Here are the links we found** lists them. Uncheck the ones the agent shouldn't learn from, such as a blog archive or legal pages. The agent learns from up to 100 pages. Fewer, better pages give sharper answers.
Under **Where will people talk to it?**, pick the channels you plan to use, such as **Website widget** or **WhatsApp**. This only tailors your getting-started checklist. You connect channels later.
The agent is created, reads your website, and matches your branding. Then the [Playground](/docs/agents/playground) opens so you can talk to it.
## What you get
* A name, a one-line description, a greeting, and three suggested questions, written from your website.
* Instructions for the agent: a short description of your business, what you wrote for the job (word for word), and rules for how to answer. Prices and policies aren't copied into them, so the agent answers those from your pages and stays up to date when they change. Edit the instructions on [**Agent Details**](/docs/agents/instructions-and-model).
* Chat colors and an avatar taken from your website, where it has them.
* Your pages and sources in [**Knowledge**](/docs/agents/knowledge). Large websites take a few minutes to finish reading; the agent can answer from what's ready.
* The model **GPT-6 Luna**. You can [change it](/docs/agents/instructions-and-model#models) at any time.
New agents are public, so the chat bubble and the shareable link work as soon as you add them.
## How many agents you can have
Your plan sets how many agents you can have; the Free plan has one. Agents your teammates share with you count too. When you reach the limit, the create button changes to **Upgrade plan**. See [Limits and usage](/docs/agents/limits-and-usage).
Some websites block automated reading, and single-page sites have only one page to read. Add your content another way: upload documents, paste text, or add your sitemap in [**Knowledge**](/docs/agents/knowledge).
Change the name, greeting, and colors on [**Appearance**](/docs/agents/appearance), and the instructions on [**Agent Details**](/docs/agents/instructions-and-model).
Chat with your agent and adjust it.
Add documents, Q\&A, and more pages.
# Email
Source: https://easy-peasy.ai/docs/agents/email
Give your agent its own email address, forward your support mailbox to it, and optionally reply from your own domain.
Your agent can answer email. It gets its own address; anything sent there gets a reply in the same thread, signed the way you choose. Keep your existing support address and forward it to the agent, or share the agent's address directly.
Email is available on paid plans.
## Connect email
Open your agent, click **Channels**, and click **Connect** on **Email**.
| Field | What it does |
| - | - |
| **Display name** | The sender name people see, such as "Example Yoga Studio". Up to 100 characters |
| **Reply from your own address** | Optional. See [Reply from your own domain](#reply-from-your-own-domain) |
| **Email signature** | Added to the end of every reply |
| **AI disclaimer** | A short note under the signature, such as "This reply was written by an AI assistant." |
Click **Save**.
Open the Email window again. **Your agent email address** now shows the agent's address, ending in `@agents.easy-peasy.ai`. Copy it with the button next to it. The address doesn't change.
In your email provider, forward your support address to the agent's address:
* **Gmail and Google Workspace:** **Settings** > **Forwarding and POP/IMAP** > **Add a forwarding address**, or a routing rule in the Admin console.
* **Outlook and Microsoft 365:** **Settings** > **Mail** > **Forwarding**, or a mail flow rule in the admin center.
* **Other providers:** look for forwarding or redirect rules.
Email a question to the agent's address from a personal address. The reply usually arrives within a minute, in the same thread. Reply again to see the agent keep the context.
## Reply from your own domain
By default, replies come from Easy-Peasy.AI's mail servers with your display name, and replies to them go to the agent. To send from your own address, such as `support@example.com`:
1. Enter it in **Reply from your own address** and click **Save**. Addresses on free mail services such as Gmail can't be used.
2. **Domain verification** shows a TXT record and a CNAME record. Add both at the company that manages your domain's DNS.
3. Click **Verify domain**. DNS changes can take up to 48 hours. When the status shows **Verified**, replies come from your address.
Until then, replies keep coming from the default sender.
## What the agent answers
* Each sender's thread keeps its history, so follow-up emails are answered in context.
* Auto-replies, out-of-office messages, mailing lists, bounces, and spam are ignored, so the agent never gets stuck replying to machines.
* Your [actions](/docs/agents/actions) work in email.
To stop replies, switch off **Enable integration**. Incoming mail is ignored until you switch it back on, and the address stays yours.
Tell the agent what to do when it doesn't know.
All the places your agent can answer.
# Instructions and model
Source: https://easy-peasy.ai/docs/agents/instructions-and-model
Name your agent, write the instructions it follows, and choose the AI model that writes its answers.
**Agent Details** holds the basics of your agent: its name, its avatar, the instructions it follows, and the AI model that answers. Changes apply to every channel as soon as you click **Save**.
## Name and avatar
* **Agent Name** is shown in the chat header and in your agent list.
* **Avatar** is the picture in the chat header. Click **Change** to upload an image of up to 5 MB.
You can also change both on [**Appearance**](/docs/agents/appearance), along with the greeting and colors.
## Instructions
Instructions tell the agent who it is, who it talks to, and how to answer. The agent follows them in every conversation, on every channel. New agents get instructions written from your website and the job you chose, split into **Business Context** and **How to respond**.
Good instructions cover:
* **Who the agent is.** "You are the front-desk assistant for Example Yoga Studio."
* **What it helps with, and what it doesn't.** "Answer questions about classes, schedules, prices, and bookings. Don't give medical advice."
* **Tone and length.** "Friendly and brief: two or three sentences unless the visitor asks for detail."
* **What to do when it doesn't know.** "If the answer isn't in your knowledge, say so and suggest emailing the studio."
* **When to use an action.** "When someone wants to book, show the Book a class button."
Instructions can be up to 5,000 characters on the Free plan and 40,000 on paid plans. Try changes in the [Playground](/docs/agents/playground) first: you can test new instructions there and save them when you're happy.
Put facts in [**Knowledge**](/docs/agents/knowledge), not in the instructions. Instructions are for behavior; knowledge is for what the agent knows. A price list in the instructions is easy to forget when prices change.
## Models
The model is the AI that writes your agent's answers. New agents use **GPT-6 Luna**. To switch, click **Change model**, pick a model, and click **Select**, then **Save**.
What to consider:
* **Words.** On paid plans, replies from models marked **Uses words** below count against your plan's words. Models marked **No** answer without using words.
* **Free plan.** Free accounts can use the models marked **Yes** in the Free plan column. The others are dimmed in the picker, with a link to start a trial or upgrade. An agent saved with a paid model on the Free plan runs on GPT-4o mini.
* **Speed and quality.** Larger models answer harder questions better but take longer. For most customer support, a fast model is enough.
### OpenAI
| Model | Free plan | Uses words |
| - | - | - |
| GPT-6 Astra | No | Yes |
| GPT-6 Sol | No | Yes |
| GPT-6 Luna (default) | Yes | Yes |
| GPT-5.6 Sol | No | Yes |
| GPT-5.6 Terra | No | Yes |
| GPT-5.6 Luna | Yes | Yes |
| GPT-4o mini | Yes | No |
| GPT-5.4 Instant | Yes | Yes |
| GPT-5.4 Thinking | No | Yes |
| GPT-5.4 Pro | No | Yes |
| GPT-5 | No | Yes |
| GPT-5 mini | No | Yes |
| GPT-5 nano | No | No |
| GPT-4.1 | No | Yes |
| GPT-4 Turbo | No | Yes |
| o3-mini | No | Yes |
| o3 | No | Yes |
| o4-mini | No | Yes |
### Anthropic
| Model | Free plan | Uses words |
| - | - | - |
| Claude Sonnet 4.5 | No | Yes |
| Claude Sonnet 5 | No | Yes |
| Claude Fable 5.1 | No | Yes |
| Claude Fable 5 | No | Yes |
| Claude Sonnet 4.6 | No | Yes |
| Claude Opus 4.5 | No | Yes |
| Claude Opus 4.6 | No | Yes |
| Claude Opus 5.5 | No | Yes |
| Claude Opus 5 | No | Yes |
| Claude Opus 4.8 | No | Yes |
| Claude Opus 4.7 | No | Yes |
### Google
| Model | Free plan | Uses words |
| - | - | - |
| Gemini Flash 2.0 | Yes | Yes |
| Gemini Flash 2.5 | Yes | Yes |
| Gemini 3 Flash | Yes | Yes |
| Gemini 3.5 Flash | Yes | Yes |
| Gemini 3.6 Flash | Yes | Yes |
| Gemini 3.7 Flash | Yes | Yes |
| Gemini 3.8 Flash | Yes | Yes |
| Gemini 2.5 Pro | No | Yes |
| Gemini 3.1 Pro | No | Yes |
### xAI
| Model | Free plan | Uses words |
| - | - | - |
| Grok 4 | No | Yes |
| Grok 4.3 | No | Yes |
| Grok 4.6 | No | Yes |
### Meta
| Model | Free plan | Uses words |
| - | - | - |
| Muse Spark 1.3 | No | Yes |
### Deepseek
| Model | Free plan | Uses words |
| - | - | - |
| Deepseek V4 Pro | Yes | Yes |
| Deepseek V4 Flash | Yes | No |
### Z.ai
| Model | Free plan | Uses words |
| - | - | - |
| GLM-5 | No | No |
| GLM 5.3 Flash | Yes | No |
| GLM 5.3 | Yes | No |
| GLM 5.2 | Yes | No |
### MiniMax
| Model | Free plan | Uses words |
| - | - | - |
| MiniMax M3 | Yes | No |
### Moonshot
| Model | Free plan | Uses words |
| - | - | - |
| Kimi K2.6 | Yes | Yes |
| Kimi K2.7 Code | Yes | Yes |
### Azure
| Model | Free plan | Uses words |
| - | - | - |
| GPT-4o | No | Yes |
## Temperature
**Temperature** runs from 0 to 1. Lower values (**Reserved**) give consistent, predictable answers, which suits support. Higher values (**Creative**) vary the wording more. New agents start at 0.7. Some newer models, including the GPT-6 family, ignore this setting.
## Share your agent
The **Share** menu at the top gives you quick links:
| Option | What it does |
| - | - |
| **Chat with Marky** | Opens [Marky](/docs/marky/overview) with this agent selected, so you can chat with it there |
| **Via URL** | Opens the agent's shareable chat page |
| **Widget**, **Iframe** | Open the embed codes on the [Website](/docs/agents/website) channel |
## If your agent is paused
A red **Agent Temporarily Blocked** banner means the agent has stopped replying because your plan's allowance ran out. See [Limits and usage](/docs/agents/limits-and-usage#when-an-allowance-runs-out).
Try instructions and models before saving.
What agents use from your plan.
# Integrations
Source: https://easy-peasy.ai/docs/agents/integrations
Let your agent book meetings in Google Calendar, connect it to thousands of apps with Zapier, and talk to it from your own code with the REST API.
Integrations give your agent access to the tools you already use. Open your agent and click **Integrations**.
## Google Calendar
With Google Calendar connected, your agent can offer free times from your calendar and book meetings during a chat. The visitor is added to the event with the email they give, so they get an invite.
Click **Connect** on **Google Calendar**, then **Connect with Google**. Sign in with the Google account whose calendar should get the bookings and allow access. The page shows the **Connected Account**.
On [**Actions**](/docs/agents/actions), add **Google Calendar**. In **Trigger Instructions**, say when to offer a meeting, for example "When someone asks for a demo or a consultation. Business hours are 9:00 to 17:00 on weekdays."
Set the default event title and description, the **Default Meeting Duration (minutes)**, and the **Default Timezone** your free times are offered in. Save the configuration.
In the [Playground](/docs/agents/playground), write "I'd like to book a call next week." The agent offers free times, asks for your name and email, and books the meeting.
The agent offers only times that are free in your calendar, so block time in Google Calendar that shouldn't be booked. To stop bookings, turn off the action; to disconnect the calendar, click **Disconnect** on the Google Calendar page.
Google Calendar is available on paid plans, because it works through an action.
## Zapier
The Easy-Peasy.AI app on [Zapier](https://zapier.com/apps/easy-peasyai/integrations) lets your agent answer inside automated workflows: reply to new emails, answer form submissions, or post answers in a spreadsheet.
In Zapier, click **Create Zap** and choose what starts it, such as a new email in Gmail or a new form submission.
Add an action step, search for **Easy-Peasy.AI**, and choose the action that sends a message to your agent. Connect your account with an API key from [**Settings** > **API/MCP**](https://easy-peasy.ai/settings/api).
Paste **Your Agent ID** (from [**Channels** > **Website**](/docs/agents/website#your-agent-id)) and map the message to the text from your trigger.
Add a step that uses the agent's answer, such as a Gmail reply or a new row in Google Sheets. Test the Zap and turn it on.
Each Zap run is a separate question: the agent doesn't remember earlier runs. For ongoing conversations, use a channel such as [WhatsApp](/docs/agents/whatsapp) or [Email](/docs/agents/email). Answers use your plan's words like any chat, and Zapier counts its own tasks.
## REST API
Talk to your agent from your own app or backend. Click **Manage** on **REST API** to see your agent's endpoint, try a request with **Test API**, and copy example code in curl, Node, Python, or Go.
```bash theme={null}
curl -X POST https://bots.easy-peasy.ai/bot/YOUR_AGENT_ID/api \
-H "Content-Type: application/json" \
-H "x-api-key: YOUR_API_KEY" \
-d '{
"message": "What classes do you offer?",
"history": [],
"stream": false,
"include_sources": false
}'
```
| Field | What it does |
| - | - |
| `message` | The question. Required |
| `history` | Earlier messages, each with `role` (`human` or `ai`) and `text`, so the agent answers in context |
| `stream` | `true` streams the answer as it's written |
| `include_sources` | `true` returns the knowledge the answer came from |
The key is your account's API key, from [**Settings** > **API/MCP**](https://easy-peasy.ai/settings/api). Keep it on your server, never in a web page. The API answers from the agent's knowledge and instructions; [actions](/docs/agents/actions) don't run through the API. See the [API reference](/docs/api-reference/endpoint/chat-with-bot) for the full request and response.
## Custom actions
To let your agent call your own API during a chat, for example to look up an order, add a [**Custom Action**](/docs/agents/actions#custom-action).
Everything your agent can do in a chat.
The agent endpoint in detail.
# Knowledge
Source: https://easy-peasy.ai/docs/agents/knowledge
Add the websites, documents, text, Q&A, sitemaps, and YouTube videos your agent answers from, and keep them up to date.
**Knowledge** is everything your agent knows about your business. When someone asks a question, the agent looks up the most relevant parts of its knowledge and answers from them. The better and more current this content is, the better the answers.
## Add a source
Open your agent, click **Knowledge**, and click **Add new source**.
| Source | What to enter |
| - | - |
| **Files** | PDF, DOCX, CSV, TXT, or EPUB files, up to 10 at a time |
| **Website Crawler** | A website URL, how deep to follow links, and how many pages to read (up to 100) |
| **Text** | Any text you type or paste |
| **Q\&A** | A question and the answer you want the agent to give |
| **Sitemap XML** | Your sitemap's URL. Up to 100 new pages are added each time |
| **Youtube** | A video's URL and its language code, such as `en` or `fr`. The agent learns from the transcript |
The source appears in the table as **PENDING**, then **PROCESSING**, and **FINISHED** when the agent can use it. The table refreshes on its own.
**Website Crawler** reads 5 pages unless you change **How many links to crawl**. Raise it to read a whole site, or add your **Sitemap XML** instead, which lists your pages directly.
## Sources and their status
Each row shows the source's type, its content or URL, how many characters it adds, and its status:
| Status | Meaning |
| - | - |
| **PENDING** | Waiting to be read |
| **PROCESSING** | Being read |
| **FINISHED** | Ready: the agent answers from it |
| **FAILED** | Couldn't be read, for example a page that blocks automated reading or a video with no transcript |
When a website crawl or a sitemap finishes, each page it found appears as its own row.
* The refresh icon reads a source again. Use it after a page changes, or to retry a failed source.
* The trash icon deletes a source and everything the agent learned from it.
* **Retry Pending** appears when sources are stuck in **PENDING**, and starts them again.
## Keep your knowledge current
Your agent doesn't notice when your website changes. To update it:
* **Retrain All** reads all your website pages again. Files, text, Q\&A, and videos stay as they are; to replace a document, delete it and upload the new version.
* **Auto-retrain** checks your website pages every week and relearns only the pages whose content changed. It's available on Unlimited 500 and higher plans.
**Last trained** shows when the agent last learned from its sources.
## Fix a wrong answer
When the agent gets something wrong in a real conversation, open it in [**Conversations**](/docs/agents/conversations#revise-an-answer) and click **Revise answer**. Your corrected answer is added to **Knowledge** as a Q\&A, so the agent gives it next time. You can also add a **Q\&A** here directly.
## Limits
**Total characters** shows how much of your plan's knowledge allowance this agent uses. Each agent has its own allowance, from 1 million characters on the Free plan up to 250 million. On the Free plan, an agent can also have up to 250 sources. See [Limits and usage](/docs/agents/limits-and-usage).
## How the agent uses its knowledge
Your content is split into short passages. For each message, the agent searches for the passages closest to the question and the conversation so far, and answers from them. That means:
* **Clear, specific pages work best.** A page that answers "How much is a class pass?" in one sentence beats a long page that mentions prices in passing.
* **Q\&A pairs give exact answers.** Use them for the questions you get most, and for anything the agent keeps getting wrong.
* **Conflicting content causes conflicting answers.** Remove outdated pages and documents.
By default, the agent answers only from its knowledge and says when it doesn't know. You can change this in [**Settings**](/docs/agents/settings#answer-only-from-knowledge).
Click the refresh icon to try again. If a web page keeps failing, the site may block automated reading: copy the page's text into a **Text** source, or upload it as a PDF. A YouTube video fails when it has no transcript in the language code you entered.
Make sure the source is **FINISHED**. Scanned PDFs without selectable text can't be read; upload a text version. Then try asking the same question with different words, and add a **Q\&A** for the answer you expect.
Delete those rows. Next time, add a **Sitemap XML** or pick pages in the website step of a new agent, which lets you uncheck pages.
Ask questions and see which sources were used.
Tell the agent how to answer.
# Leads and notifications
Source: https://easy-peasy.ai/docs/agents/leads
Collect visitors' names, emails, and phone numbers in the chat, export them, and get an email for every new lead and a daily summary.
Your agent can collect contact details from visitors, so you can follow up. There are two ways to do it:
* **The lead form**, a short form in the website chat that appears after the agent's first answer. Set it up on the **Leads** page.
* **The [Collect Data](/docs/agents/actions#available-actions) action**, which asks for details during the conversation and works on messaging channels too.
The lead form and notifications are for paid plans.
## Set up the lead form
Open your agent and click **Leads** in its menu.
Change the **Title**, the field labels, and the **Submit Button Text** if you like. Leave a field's label empty to hide that field: for example, clear **Phone Field Title** to ask only for a name and email.
The form appears in the chat after the agent's first answer. Visitors can close it, but it comes back after the next answer until they submit it. Submitted details are also sent to the agent as a message.
## See collected leads
Open **Activity** > **Leads**, or click **View collected leads** on the **Leads** page. Each lead shows the date and the details the visitor left, 25 per page. Details collected by the **Collect Data** action appear here too when its **Also save to Leads** option is on.
Click **Export CSV** to download them for your CRM or mailing tool.
## Get notified
Open **Notifications** to choose which emails you get:
| Setting | What it does |
| - | - |
| **New Leads Notifications** | An email each time a visitor submits the lead form |
| **Daily Summary** | An email each morning with the previous day's conversations and messages, and a link to them. Nothing is sent on days without messages |
| **Notification Email** | Where to send the emails. Separate several addresses with commas. Empty uses your account email |
| **Lead Email Subject** | The subject of lead emails. `{{bot_name}}` is replaced with the agent's name |
| **Lead Email Template** | The body of lead emails, in HTML. Use `{{bot_name}}`, `{{lead_name}}`, `{{lead_email}}`, and `{{lead_phone}}` |
The daily summary covers one UTC day and arrives around 07:00 UTC.
Collect details in the conversation with Collect Data.
See who your leads talked to the agent about.
# Limits and usage
Source: https://easy-peasy.ai/docs/agents/limits-and-usage
How many agents, actions, and knowledge your plan includes, what agent replies use from your allowance, and what happens when it runs out.
## What each plan includes
| Plan | Agents | Actions per agent | Knowledge characters per agent |
| - | - | - | - |
| Free | 1 | 0 | 1M |
| Starter | 2 | 3 | 5M |
| Unlimited 50 | 3 | 5 | 5M |
| Unlimited | 4 | 8 | 10M |
| Unlimited 200 | 8 | 16 | 20M |
| Unlimited 350 | 12 | 32 | 30M |
| Unlimited 500 | 16 | 64 | 40M |
| Unlimited 1000 | 32 | 128 | 50M |
| Unlimited 2000 | 64 | 256 | 100M |
| Unlimited 5000 | 160 | 640 | 250M |
| Teams | 8 | 3 | 8M |
Agents that teammates share with you count toward your number of agents. Compare plans on the [pricing page](https://easy-peasy.ai/pricing).
## What agent replies use
Agents don't use image & video credits. On paid plans:
* **Text replies** use your plan's words when the agent's model is marked **Uses words** in the [model list](/docs/agents/instructions-and-model#models). Models marked **No** don't use words. It's the same allowance as Marky and the tools, plus any [bonus words](/docs/account/buy-credits) you bought.
* **Images** that visitors send use 200 words each time the agent looks at them, on every model. See [Image attachments](/docs/agents/appearance#image-attachments).
* **Voice calls** from the website chat use words at twice the rate of a text reply, on every model. See [Voice calls](/docs/agents/voice#what-calls-cost).
* **Phone calls** through Twilio use words like text replies. Twilio bills the number and minutes separately.
Channels, knowledge, and conversations don't cost anything extra. Check your words on [**Settings** > **Usage**](/docs/account/usage).
## The Free plan
On the Free plan you can build one agent and try it out:
| | Free plan |
| - | - |
| Messages | 100 every 30 days, across all your agents |
| Knowledge | 1 million characters and 250 sources; up to 100 pages per website crawl |
| Instructions | Up to 5,000 characters (40,000 on paid plans) |
| Models | The models marked **Yes** under Free plan in the [model list](/docs/agents/instructions-and-model#models) |
| Channels | Website, shareable link, Telegram, Messenger, Slack, and Basecamp |
| Actions, lead form, notifications | Paid plans. Actions can be tried with a 7-day trial |
| Voice calls | 10 minutes of testing in the Playground every 30 days |
| "Powered by" footer | Always shown |
## When an allowance runs out
Usage is checked once a day.
* **Paid plans:** when your words are used up, agents on models that use words stop replying. Agents on models that don't use words keep working. They start again when your plan renews, when you upgrade, or when you buy more words.
* **Free plan:** after 100 messages in 30 days, all your agents stop replying until you upgrade.
You get an email when an agent is paused, and **Agent Details** shows **Agent Temporarily Blocked**. While paused, visitors get an error instead of an answer.
## If your subscription ends
When you no longer have a paid plan, agents on paid-only models switch to GPT-4o mini, and the "Powered by Easy-Peasy.AI" footer is shown again. You get an email about each change.
How words and credits work across Easy-Peasy.AI.
Which models use words.
# LINE
Source: https://easy-peasy.ai/docs/agents/line
Connect your agent to a LINE Official Account so it answers messages on LINE.
Your agent can answer messages sent to your LINE Official Account. You copy two keys from the LINE Developers console and paste them into Easy-Peasy.AI; the webhook is set up for you.
LINE is available on paid plans. You need a LINE Official Account with the Messaging API turned on.
## Connect LINE
In LINE Official Account Manager, open your account's **Settings** > **Messaging API** and enable it. This creates a Messaging API channel you can open in the [LINE Developers console](https://developers.line.biz/console/).
In the LINE Developers console, open your channel:
* On the **Basic settings** tab, copy the **Channel secret**.
* On the **Messaging API** tab, under **Channel access token (long-lived)**, click **Issue** and copy the token.
Open your agent, click **Channels**, and click **Connect** on **LINE**. Paste the **Channel access token** and **Channel secret**, and click **Save**. The keys are checked and the webhook is registered with LINE automatically.
Back on the **Messaging API** tab in the LINE Developers console, make sure **Use webhook** is on. In LINE Official Account Manager, turn off the account's automatic greeting and reply messages if you don't want them to answer alongside your agent.
Once connected, the LINE window has a button to open your account in LINE. Add it as a friend and send a question.
## How it works
* The agent answers in one-to-one chats and in groups the account has been added to. Each chat keeps its own history.
* It reads text messages. For other messages, it replies that it can only read text.
* Your [actions](/docs/agents/actions) work on LINE, and conversations appear in [**Conversations**](/docs/agents/conversations) under **LINE**.
* Each LINE Official Account can be connected to one agent.
To stop replies, switch off **Enable integration** in the LINE window.
All the places your agent can answer.
Read your LINE chats.
# Facebook Messenger
Source: https://easy-peasy.ai/docs/agents/messenger
Connect your agent to your Facebook Page so it answers Messenger messages automatically.
Your agent can reply to messages sent to your Facebook Page, from Facebook, the Messenger app, or an `m.me` link. You connect it by signing in with Facebook; no developer account or app review is needed. Messenger is available on every plan, including Free.
You need a Facebook Page and admin access to it. Personal profiles can't be connected.
## Connect Messenger
Open your agent, click **Channels**, and click **Connect** on **Facebook Messenger**. Facebook's sign-in window opens.
Sign in with the Facebook account that manages your Page, approve the permissions, and select the Pages the agent should answer for.
Message your Page from another account, or open `m.me/YourPageName`, and ask a question.
Each Page answers through one agent. If you connect a Page that's already on another agent, it's paused there.
## What the agent answers
| Someone sends | The agent |
| - | - |
| A message or a quick reply | Answers it |
| A tap on **Get Started** | Greets them and says what it can help with |
| A photo | Reads it when **Allow image attachments** is on in [Appearance](/docs/agents/appearance#image-attachments) and the agent's model can see images; otherwise asks them to describe it |
| A voice message, video, or file | Asks them to type their question |
| A thumbs-up | Doesn't reply |
While the agent writes, the person sees **Seen** and typing dots. Replies are plain text, because the Messenger apps show formatting symbols like `**` as they are, and long answers arrive as several messages.
Your [actions](/docs/agents/actions) work on Messenger, and conversations appear in [**Conversations**](/docs/agents/conversations) under **Messenger**.
## Take over a conversation
Reply from your Page inbox in Meta Business Suite. The agent steps back in that conversation and stays quiet until an hour has passed since your last reply there; then it answers again. Other conversations aren't affected.
Instant replies and away messages you set up in Meta Business Suite don't count as taking over.
To stop the agent on the whole Page, switch the Page off on the manage page.
## Manage your Pages
Open the Messenger card to see **Manage Facebook Pages**: every connected Page with its status and a switch to pause it. **Connect a New Facebook Page** adds another Page.
If Facebook disconnects a Page, for example after you change your Facebook password or remove Easy-Peasy.AI from your Business Integrations, the Page shows **RECONNECT NEEDED** and we email you. Click **Reconnect** and sign in with Facebook again.
## Tips
* Train the agent on the questions your Page inbox gets most: opening hours, prices, bookings, shipping.
* Tell it in the [instructions](/docs/agents/instructions-and-model#instructions) what to do when it doesn't know, for example "Say a team member will reply during business hours."
* Let people know they're talking to an AI assistant, for example with "Introduce yourself as our AI assistant" in the instructions. Meta requires this in some places, such as California and Germany.
Check that the Page shows **ACTIVE** on the manage page. If it shows **RECONNECT NEEDED**, click **Reconnect**. The agent also stays quiet for an hour in a conversation where someone replied from the Page inbox.
Another app or assistant on your Page is answering too, such as a chatbot app or an AI assistant you turned on in Meta Business Suite. Turn the other one off.
Instagram direct messages aren't an agent channel.
Connect a WhatsApp Business number.
All the places your agent can answer.
# Agents overview
Source: https://easy-peasy.ai/docs/agents/overview
Build an AI agent trained on your website and documents, test it, and put it on your website, WhatsApp, Telegram, email, phone, and other channels.
An agent answers your customers' questions from your own content. You give it your website, documents, and FAQs, tell it how to behave, and put it where your customers already are: a chat bubble on your website, a shareable link, WhatsApp, Messenger, Telegram, Slack, LINE, email, or a phone number. Agents were called Bots before.
## How it works
Enter your website, say what the agent should do, and the agent is built for you: it reads your pages, writes its instructions, and matches your brand colors. See [Create an agent](/docs/agents/create).
Add documents, text, questions and answers, a sitemap, or YouTube videos in [**Knowledge**](/docs/agents/knowledge). The agent answers from what you add here.
Chat with your agent, try other models and instructions, and save the setup you like. See [Playground](/docs/agents/playground).
Set the [instructions and model](/docs/agents/instructions-and-model), the [look of the chat](/docs/agents/appearance), and [actions](/docs/agents/actions) such as booking a meeting or collecting a lead.
Add the chat bubble to your [website](/docs/agents/website), or connect [WhatsApp, Telegram, email, and other channels](/docs/agents/channels).
Read [conversations](/docs/agents/conversations), improve answers, and check [analytics](/docs/agents/analytics) and [leads](/docs/agents/leads).
## Find your way around
Open **Agents** in the sidebar to see your agents. Click **Edit** on an agent to open it. Its menu has these pages:
| Page | What it's for |
| - | - |
| **Agent Details** | Name, avatar, [instructions, and model](/docs/agents/instructions-and-model) |
| **Playground** | [Test the agent](/docs/agents/playground) and try other settings |
| **Knowledge** | The [content the agent answers from](/docs/agents/knowledge) |
| **Appearance** | How the [chat looks](/docs/agents/appearance): name, greeting, colors, suggested messages |
| **Voice** | [Voice calls](/docs/agents/voice) with your agent |
| **Activity** | [Conversations](/docs/agents/conversations) and collected [leads](/docs/agents/leads) |
| **Leads** | The [lead form](/docs/agents/leads) shown in the chat |
| **Notifications** | [Emails](/docs/agents/leads#get-notified) about new leads and a daily summary |
| **Channels** | Where [people talk to your agent](/docs/agents/channels) |
| **Integrations** | [Google Calendar, Zapier, and the REST API](/docs/agents/integrations) |
| **Analytics** | [Chats, messages, feedback, and sentiment](/docs/agents/analytics) over time |
| **Actions** | [Things your agent can do](/docs/agents/actions) during a chat |
| **Settings** | [Visibility, allowed domains, sharing, and deleting](/docs/agents/settings) |
The **Getting started** card under the menu lists what's left to set up. You can close it.
## What agents cost
Agents don't use image & video credits. What they use depends on your plan and the agent's model:
* **On paid plans**, replies from most models use your plan's words, the same allowance as Marky and the tools. Some models don't use words at all. See [Instructions and model](/docs/agents/instructions-and-model#models).
* **On the Free plan**, you get one agent that answers up to 100 messages every 30 days.
Your plan also sets how many agents you can have, how many actions each can use, and how much knowledge each can hold. See [Limits and usage](/docs/agents/limits-and-usage).
Build your first agent from your website.
Copy one line of code, or share a link.
# Phone calls
Source: https://easy-peasy.ai/docs/agents/phone-calls
Give your agent a phone number with Twilio so callers can talk to it.
Your agent can answer a real phone number. Callers hear your greeting, ask their questions out loud, and the agent answers in a natural voice from the same knowledge as in chat. They can interrupt it, just like a person. The number lives in your own Twilio account.
For voice calls from your website chat, see [Voice calls](/docs/agents/voice).
Phone calls are available on paid plans. You also need a Twilio account and a phone number that supports voice. Twilio bills the number and call minutes to your Twilio account.
## Connect a phone number
Sign in to the [Twilio Console](https://console.twilio.com). Under **Account Info** on the home page, copy the **Account SID** (it starts with `AC`) and the **Auth Token**.
In the Twilio Console, go to **Phone Numbers** > **Manage** > **Buy a number**, check **Voice**, and buy a number. You can also use a number you already have in Twilio.
In the Twilio Console, go to **Voice** > **Settings** > **General**. Under **Predictive and Generative AI/ML Features Addendum**, select **Enabled** and click **Save**. Without this, calls end right after they start.
In Easy-Peasy.AI, open your agent, click **Channels**, and click **Connect** on **Phone Calls (Twilio)**. Fill in:
| Field | What to enter |
| - | - |
| **Account SID** | From the Twilio Console |
| **Auth Token** | From the Twilio Console |
| **Twilio phone number** | In international format, such as `+15551234567` |
| **Welcome greeting** | What the agent says when it answers, such as "Hi, you've reached Example Yoga Studio. How can I help?" |
| **Language** | The callers' language as a code, such as `en-US`, `en-AU`, or `de-DE` |
Click **Save**. Your keys and number are checked, and the number's voice settings in Twilio are updated for you.
Dial your Twilio number. You hear your greeting; then ask a question.
On a Twilio trial account, Twilio plays a short message first and asks you to press a key, and only the phone number you verified with Twilio can call. Upgrading your Twilio account removes both limits.
## How it works
* The agent keeps answers short and suited to speech, and remembers what was said earlier in the call.
* Your [actions](/docs/agents/actions) work on calls.
* Each phone number can be connected to one agent.
* Replies use your plan's words like chat replies. Twilio charges for the number and the call minutes in your Twilio account.
To stop answering calls, switch off **Enable integration**. Callers then hear a message that the assistant is paused.
Turn on the **Predictive and Generative AI/ML Features Addendum** in Twilio (step 3). On a trial account, press a key when Twilio's trial message plays.
Set **Language** to your callers' locale, for example `en-GB` or `en-AU`, and click **Save**.
Calls from your website chat.
All the places your agent can answer.
# Playground
Source: https://easy-peasy.ai/docs/agents/playground
Chat with your agent, try other models, instructions, and chat styles side by side, and save the setup you like.
The **Playground** is where you test your agent before your customers see it. The chat on the right is the same chat your website visitors get. The settings on the left let you try another model, other instructions, or a new look, and see the effect right away.
## Test your agent
Open your agent and click **Playground**. Type a question in the chat, or click one of the suggested messages.
* **Show Sources** under the chat lists the knowledge the last answer came from. Use it to check whether an answer came from the right page.
* Under each answer you can copy it, rate it, or regenerate it.
* The refresh icon in the chat header starts a new conversation.
Ask the questions your customers ask most. When an answer is wrong or missing, fix it in [**Knowledge**](/docs/agents/knowledge) or in the instructions.
Playground chats are real conversations: they appear in [**Conversations**](/docs/agents/conversations) and use your plan's allowance like any other chat.
## Try a different setup
The **Chat** tab has the settings that change how the agent answers:
| Setting | What it does |
| - | - |
| **Model** | The AI model that writes the answers. See [models](/docs/agents/instructions-and-model#models) |
| **Temperature** | Lower (**Precise**) keeps answers consistent; higher (**Creative**) makes them more varied |
| **Instructions** | How the agent behaves: its role, tone, and rules |
| **Actions** | Turn [actions](/docs/agents/actions) on or off for this test only |
These changes apply only to your Playground chat. When they differ from the agent's saved setup, a bar appears at the bottom with **Unsaved setup**:
* **Save to agent** saves the model, temperature, and instructions to your agent. Every channel uses them from your next message.
* **Discard** goes back to the saved setup. **Reset** at the top does the same and also clears the chat.
The **Actions** switches are never saved. To turn an action off for real, use the [**Actions**](/docs/agents/actions) page.
## Change the look
The **Appearance** tab has the same settings as the [**Appearance**](/docs/agents/appearance) page: name, greeting, suggested messages, colors, and more. The chat preview updates as you type. Click **Save** at the bottom of the tab to keep your changes.
Under [**Chat bubble**](/docs/agents/appearance#chat-bubble), choose where the button that opens the chat on your website sits, and its size, icon, color, and text. While the tab is open, the bubble appears under the chat preview on the side you chose; click it to see how it looks while the chat is open.
## Set up voice calls
The **Voice** tab turns on voice calls and sets the voice, the model used on calls, and the call instructions. Changes here save automatically. With voice on, a **Talk** button appears in the chat. See [Voice calls](/docs/agents/voice).
## Preview it on a web page
**Preview** opens your agent's real chat bubble on a sample web page, the way it looks on your website. Switch between a light and a dark page to check your colors.
## Deploy
**Deploy** lists the fastest ways to put your agent live:
| Option | What it does |
| - | - |
| **Website widget** | A chat bubble on your website. See [Website](/docs/agents/website) |
| **Website iframe** | The chat inside a page instead of floating over it |
| **Shareable link** | A hosted chat page you can link to |
| **Shopify** | The chat bubble plus product and order lookups on your store. See [Shopify](/docs/agents/shopify) |
| **WordPress** | The chat bubble on a WordPress site. See [Website platforms](/docs/agents/website-platforms#wordpress) |
| **Browse all channels** | WhatsApp, Telegram, email, phone, and more. See [Channels](/docs/agents/channels) |
Write better instructions and pick a model.
Put your agent where your customers are.
# Agent settings
Source: https://easy-peasy.ai/docs/agents/settings
Control who can chat with your agent, whether it answers only from its knowledge, which websites can embed it, team sharing, publishing to Marky, and deleting it.
Open your agent and click **Settings**. Click **Save** after changing the settings in the first card.
## Public access
**Is agent publicly available?** is on for new agents. Leave it on: the chat bubble, the shareable link, and your other website chats need it. With it off, the agent currently answers only in the Playground. **Open in new tab** opens your agent's shareable chat page.
## Answer only from knowledge
**Should the agent use only knowledge when responding?** is on for new agents.
* **On:** the agent searches its [knowledge](/docs/agents/knowledge) for every message and answers from it. When the answer isn't there, it says it doesn't know instead of guessing, and it declines questions unrelated to your content.
* **Off:** the agent doesn't search its knowledge at all. It answers from its instructions and the model's general knowledge, like a general assistant.
Keep it on for customer support. Turn it off only for an agent that shouldn't use documents, such as a general writing helper.
## Share with your team
On a Teams plan, **Share with Team Members** lets everyone on your team view and use the agent. Only the agent's owner can change this. On other plans, **Upgrade to Teams** is shown instead.
## Allowed domains
**Allowed Domains** limits which websites can show your agent's chat. Enter one domain per line, without commas:
```text theme={null}
example.com
*.example.com
localhost:3000
```
`*.example.com` covers every subdomain. Leave the box empty to allow every website.
With a list set, the agent answers only chats that come from those websites. The [shareable link](/docs/agents/website#shareable-link) stops working, and so does **Preview**, unless you also add `easy-peasy.ai`. Allowed domains keep your widget off other people's websites; they aren't a way to protect private information.
## Publish to Marky Agent
**Publish to Marky Agent** lets other Easy-Peasy.AI users find your agent in [Marky](/docs/marky/overview) and chat with it. Your agent's name, description, and avatar become visible to them, and they use their own allowance for those conversations. Add an **Author name** to show who made it.
## Delete an agent
Under **Danger Zone**, click **Delete Agent**, type `delete`, and confirm. The agent, its knowledge, and its conversations are deleted and can't be restored. Remove its code from your website and disconnect its channels first, so visitors don't see a broken chat.
Embed the chat on your site.
What the agent answers from.
# Shopify
Source: https://easy-peasy.ai/docs/agents/shopify
Add your agent to your Shopify store so it answers shoppers, finds products from your catalog, and tells customers where their order is.
Connecting Shopify does two things:
* **Adds the chat to your store**, on every page.
* **Connects your catalog and orders**, so the agent can search your products, with prices and links, and look up an order's status when the customer gives the order number and the email used at checkout.
You create a private app in your own Shopify account; nothing is installed from the Shopify App Store, and you can revoke access at any time.
Shopify is available on paid plans.
## Create an app in Shopify
In your Shopify admin, go to **Settings** > **Apps and sales channels** > **Develop apps** and click **Build apps in Dev Dashboard**.
Click **Create app**, choose **Start from Dev Dashboard**, name it, for example "Easy-Peasy.AI agent", and click **Create**.
Under **API access**, click **Select scopes** and turn on `read_products` and `read_orders`. Add `read_all_orders` to let the agent find orders older than 60 days. Click **Done**, then **Release**.
On the app's **Overview**, click **Install app**, pick your store, and click **Install**. Then open the app's **Settings** and copy the **Client ID** and **Client secret**.
Older stores that still have **Develop apps** > **Create an app** can create a custom app there instead, with the same permissions, and copy its Admin API access token (it starts with `shpat_`).
## Connect your store
In Easy-Peasy.AI, open your agent, click **Channels**, and click **Connect** on **Shopify**.
Enter your **Shop domain**, the one ending in `.myshopify.com` (find it in Shopify under **Settings** > **Domains**). Paste the **Client ID** and **Client secret**, or the **Admin API access token (older stores)**. Click **Save**. The connection is checked with Shopify before it's saved.
Copy the **Chat widget embed code** from the same window. In Shopify, go to **Online Store** > **Themes**, click **…** next to your theme, and choose **Edit code**. Open `layout/theme.liquid`, paste the code just before `