Choose your path through the guide
You do not need to read every chapter in order. Start with the task you have today. The early chapters assume you can use the dashboard; the final chapters assume you can edit a website or work with APIs.
Install and launch
Follow the Quickstart, then Chapters 01–02 to choose a page and brief your AI Stand-in. You need permission to publish the installation snippet on your website. The ongoing setup uses dashboard controls.
Run conversations and learn
Use Chapters 03–07 to recognize useful conversations, join them, arrange follow-up, and review the evidence. Chapters 08–09 cover team responsibilities, multiple sites, and visitor-facing identity. No coding is required.
Customize and integrate
Chapter 10 starts with dashboard behavior rules, then moves into HTML and JavaScript. Chapter 11 requires REST and OpenAPI knowledge and access to a backend endpoint; Chapter 12 assumes browser development, HTTP, and WebSockets. Both integration chapters describe beta capabilities.
A visitor is someone chatting on your website. A rep is a person on your team. A Stand-in is an AI assistant configured by a rep. A site is a registered website with its own installation and settings. Coverage determines whether a person or Stand-in can handle a new chat. For exact controls, permissions, plan availability, and limits, use the Feature reference.
Quickstart and twelve chapters
Start here
Quickstart
Install Stand and take one test chat.
Go from signup to an installed widget and a two-way test chat, with checks for the common setup problems.
Read chapterChapter 01
Start Website Conversations
Turn silent website traffic into useful chats.
Where to put Stand first, how to write a useful opening, how Stand-in coverage starts conversations, and how to judge the first week by conversation quality.
Read chapterChapter 02
Train Your AI Stand-in
Give your Stand-in the right briefing and sources.
How to brief your Stand-in with team, site, and Stand-in prompts; when to use sources; and how to keep answers accurate, specific, and in your voice.
Read chapterChapter 03
Spot the Conversations That Matter
Define the signals your team should hear about.
How labels help surface buyer intent, confusion, objections, and other high-signal moments so a rep knows which AI chats deserve attention.
Read chapterChapter 04
Join at the Right Moment
Take over directly or offer to join with consent.
How reps monitor AI conversations, take over immediately, or offer to join with visitor consent, and choose the right intervention.
Read chapterChapter 05
Capture Leads in Context
Collect follow-up details without gating the chat.
How Stand asks for name, email, phone, and follow-up intent in context without turning every visitor into a gated form submission.
Read chapterChapter 06
Learn From Visitor Conversations
Turn evaluators and skeptics into product evidence.
How visitor conversations can reveal objections, customer language, product gaps, competitor comparisons, and evidence your team can learn from.
Read chapterChapter 07
Turn Chats Into Insights
Review transcripts, reports, labels, and evidence.
How to use saved transcripts, reports, labels, digests, and captured contact details to follow up and turn chats into team learning.
Read chapterChapter 08
Scale Across Sites and Teams
Run many sites, reps, and Stand-ins from one account.
How to organize Stand across multiple sites, reps, and Stand-ins with site prompts, routing, team coverage, and account-level scale.
Read chapterChapter 09
Make It Feel Like You
Use real identity, avatars, pins, and brand presence.
How to shape the visitor-facing experience with rep identity, greetings, avatars, lapel pins, colors, launcher behavior, and Stand branding controls.
Read chapterChapter 10
Tune Chat Behavior
Add page prompts, inline chatboxes, triggers, and developer entry points.
How to test page-specific chat prompts, behavioral triggers, the Stand JavaScript API, and temporary custom JavaScript experiments.
Read chapterChapter 11
Connect Backend Systems
Give selected Stand-ins controlled access to live APIs.
How to use the OpenAPI integrations beta: import a declaration, choose safe operations, protect credentials, and attach live backend tools to selected Stand-ins.
Read chapterChapter 12
Build a Custom Chat UI
Connect your own visitor interface to Stand (Beta).
A technical guide to the custom chat UI beta: visitor HTTP and WebSocket APIs, session recovery, message rendering, and requirements for developers and AI coding agents.
Read chapter