Search guides

Get started

• How Cysora worksWhat your agent does, where customers meet it, and what you set up before going live.

Configure your agent

• Configure your agentThe three dashboard pages that decide what your agent says and does, and what each one is for.
• Set up how your agent sellsEdit the steps your agent walks customers through: what it asks, what it recommends, and how it closes.
• Add your business info and rulesGive your agent your company details, background, tone of voice and the rules it must always follow.
• Set up next steps: book, sign up or payChoose what happens when a customer is ready: book a call, fill in a form, or pay.
• Take payments with StripeConnect your own Stripe account and let your agent take a payment or deposit.
• Control what your agent recommendsChoose which catalog details your agent can see, show and match on, and how many options it offers.

Test

• Test your agentTry your agent as a customer would, on the website chat or WhatsApp, before anyone else sees it.

Publish

• Put your agent on your websiteCopy one snippet onto your site so your agent can chat with visitors on every page.
• Share a hosted linkGet a Cysora-hosted page for your agent that you can share anywhere, no website needed.
• Connect WhatsAppConnect your WhatsApp number through Meta's signup window so your agent can answer WhatsApp messages.
• Connect a Telnyx phone numberConnect a Telnyx number so your agent answers calls, then set transfer and office hours.
• Connect a Twilio phone numberConnect a Twilio number with your Account SID and Auth Token so your agent answers calls.
• Connect a Plivo phone numberConnect a Plivo number with your Auth ID and Auth Token so your agent answers calls.
• Let customers' AI assistants reach your agentCheck and control how a customer's ChatGPT or Claude can find your agent from your website.

Run your agent

• Review conversations and take over a chatRead what your agent said to each customer and switch a conversation to manual when you want to reply yourself.
• Follow up leads in Sales pipelineSet each customer's stage, owner and next follow-up, and read their conversation.
• Choose which agent greets visitorsControl which agent greets on which page, and how agents hand customers to each other.
• Fix a broken integrationUnderstand the red alert in your dashboard and where each problem is fixed.

Lead sources

• Message Meta lead-form leads on WhatsAppShare your Meta assets with Cysora, map a lead form, and start the conversation on WhatsApp (pilot).

Manage Cysora from AI tools

• Manage Cysora from Claude or ChatGPTConnect an AI tool to your own Cysora account with a sign-in and choose what it can do.
• Create API keys for developersCreate a secret key with limited access for your own software to call the Cysora REST API.

Account and team

• Invite your teamInvite teammates, choose their role, and decide which agents they can see.
• Billing, credit and payment methodSee your plan and usage, add a card, and know what happens as your credit runs low.