01
Website chat experience
What visitors can see and do in an embedded Stand conversation.
Browse category →How Stand fits together
Your organization contains the team, sites, and shared settings. A site connects a website to Stand and controls where chat appears. A rep is a human team member; a Stand-in is a configured AI assistant. Eligible reps receive new chats first, with Stand-ins providing AI coverage when no rep is eligible. Instructions guide the AI, knowledge bases supply source material, and skills add capabilities such as follow-up and Product Discovery.
Use Chats for active conversations and History for saved conversations. Installing the widget, making a rep Available, and activating Stand-in coverage are separate steps. The categories below explain each part.
Feature categories
02
AI Stand-ins
Creating, briefing, specializing, testing, and managing AI Stand-ins.
Browse category →03
Live chat and handoff
Human availability, routing, monitoring, handoff, fallback, and alerts.
- Rep availability
- Chat routing
- AI conversation monitoring
- AI-to-human handoff
- Unanswered-chat fallback
- Chat notifications
04
Stand-in skills
Optional or specialized capabilities used during AI conversations.
Browse category →05
Knowledge bases
Knowledge source types, ingestion, refresh, inspection, and Stand-in attachment.
- Website knowledge sources
- Document knowledge sources
- Sitemap knowledge sources
- Knowledge source refreshes
- Manage knowledge sources
- Attach knowledge bases
06
Sites and chat behavior
Installing Stand and controlling site-specific behavior.
Browse category →07
Developer integration
APIs and page-native components for integrating chat into website UI.
Browse category →08
History and insights
Reviewing, searching, exporting, summarizing, and measuring conversations.
Browse category →09
Branding and identity
Human and AI identity, avatars, pins, and Stand branding.
Browse category →10
Team and organization
Roles, invitations, access, shared instructions, privacy, and retention.
- Team roles
- Member invitations
- Member access controls
- Team instructions
- Sensitive-data notice
- Conversation retention
11
Account and security
Profiles, registration, sign-in security, recovery, and deletion.
Browse category →12
Plans and usage
Usage, quotas, balances, subscriptions, plan changes, and service entitlements.
- Chat usage counting
- Chat quotas and new-chat pauses
- Chat balance and top-ups
- Plans and subscriptions
- Business onboarding
Direct index
All features A–Z
Know the feature name? Go directly to its behavior, setup requirements, and limits.
- Account and organization deletion
- AI conversation monitoring
- AI digest insights
- AI Stand-ins
- AI-to-human handoff
- Attaching knowledge bases to Stand-ins
- Avatars
- Browser and push notifications
- Business onboarding and integration support
- Chat balance and top-ups
- Chat behavior rules
- Chat identity
- Chat quotas and new-chat pauses
- Chat reveal triggers and display modes
- Chat routing and match status
- Conversation continuity
- Conversation export
- Conversation History
- Conversation language
- Conversation retention
- Custom chat UI
- Custom conversation signals
- Document knowledge sources
- Email digests
- History search and filters
- How chat usage is counted
- Human follow-up
- Knowledge source refreshes
- Lapel pins and team pin policy
- Lead capture
- Link sharing and link cards
- Managing and inspecting knowledge sources
- Member access controls
- Member invitations
- OpenAPI integrations
- Page-known visitor identification
- Passkeys and account recovery
- Private page context
- Product Discovery
- Registration and sign-in
- Removing Stand branding
- Rep availability and chat capacity
- Rep profiles
- Sensitive-data notice
- Site instructions
- Site management
- Sitemap knowledge sources
- Stand button
- Stand card
- Stand JavaScript API
- Stand-in instructions and prompt builders
- Stand-in management and version history
- Stand-in specialization
- Team instructions
- Team members and roles
- Trials, subscriptions, and plan changes
- Try it out
- Unanswered-chat fallback
- Usage analytics
- Visitor messaging and chat controls
- Website knowledge sources
- Widget installation
Looking for a recommended workflow?
The Guidebook teaches how to achieve outcomes with Stand.