Platform Overview

For Administrators

Learn how to manage your Tribotic account, create AI agents, and oversee team activities.

Onboarding

Learn how to set up your Tribotic account and configure your workspace.

Admin Dashboard

Explore the features of the admin dashboard.

Creating an Agent

Step-by-step guide to creating and training your AI agent.

Agent Characteristics

Understand the key characteristics of your AI agent.

Team Assignments

Assign roles and permissions to team members.

Sharing/Embedding Chat

Share or embed the chat module.

Dashboard Metrics

Learn how to interpret and use dashboard metrics.

Payments Dashboard

Manage your subscription and billing information.

For Team Members

Learn how to use Tribotic effectively as a team member, interact with AI agents, and manage live sessions.

Logging In

Instructions for logging into your Tribotic account.

Live Sessions

Monitor and control live chat sessions.

Custom Domain

Setting Up Your CNAME Records

Custom Domain Setup for Your AI Agent System

Domain Configuration Guide

Step 1: Configure DNS Records

Add one of these records in your domain's DNS settings:

When You Want To...	Add This Record
Use a subdomain like chat.yourdomain.com	CNAME: chat → tribotic.vercel.app
Use your main domain (if supported)	CNAME: @ → tribotic.vercel.app

Important: Before proceeding, please:

Confirm your Vercel project domain is tribotic.vercel.app
Ensure the domain is properly registered in your Vercel dashboard

Note: Some DNS providers don't allow CNAME records for the root domain (@). In this case, you may need to use an A record or DNS provider's special features like ALIAS, ANAME, or flatten CNAME.

Step 2: Verify Your Domain

After setting up your DNS records, you'll need to verify your domain in your Tribotic dashboard:

Go to your Tribotic dashboard
Navigate to Settings → Custom Domain
Enter your domain name and click "Verify"
Our system will check if your DNS records are configured correctly

Step 3: Wait for DNS Propagation

DNS changes can take anywhere from a few minutes to 48 hours to propagate globally. If verification fails initially, please wait and try again later.

Troubleshooting

Verification Fails

If your domain verification fails, check that:

Your CNAME records are pointing to tribotic.vercel.app
You've waited long enough for DNS propagation (up to 48 hours)
You don't have conflicting DNS records

Check DNS Propagation

You can use online tools like dnschecker.org to verify if your DNS changes have propagated.

Need Additional Help?

If you're still having trouble setting up your domain, please contact our support team:

Email: support@tribotic.com

RAG Guide

Setting Up Your JSON

RAG (Retrieval-Augmented Generation) Setup

Knowledge Base Integration Guide

What is RAG?

RAG enhances your AI agent by connecting it to your custom knowledge base. When users ask questions, the system first retrieves relevant information from your documents, then generates accurate, context-aware responses.

How to Set Up Your Knowledge Base

Prepare your JSON file: Structure your knowledge as FAQs or documents

{
  "faqs": [
    {
      "question": "What is your return policy?",
      "answer": "We accept returns within 30 days..."
    },
    {
      "question": "How do I track my order?",
      "answer": "You can track your order using..."
    }
  ]
}

Upload your file: Go to your agent settings and upload the JSON file
Processing: Our system will automatically generate embeddings (takes 1-5 minutes)
Verification: Check the preview window to confirm processing is complete

JSON File Validator

Before uploading, validate your JSON structure using a service like JSON Formatter.

Plan Limits

Plan	Weekly Uploads	Max File Size
Startup	2	5MB
Team	5	10MB
Scale	7	20MB
Enterprise	10	50MB

Need larger files? If you need to work with files larger than these limits, please contact our support team to discuss custom solutions.

Pro Tip

For best results, structure your knowledge as clear Q&A pairs. The AI performs best when questions are phrased how users would naturally ask them.