Platform Documentation
Welcome to the FineGuide AI Platform documentation. This guide covers all features and modules available in the platform.
Platform Overview
FineGuide AI is an Agentic AI platform — your assistants don't just respond to questions, they reason, plan, and take action. Multiple AI models work together behind the scenes to deliver intelligent, context-aware interactions.
Core Concepts
| Concept | Description |
|---|---|
| Organization | Your workspace containing all assistants, team members, and settings |
| Assistants | Agentic AI agents trained on your content that answer questions and execute actions |
| Conversations | Chat sessions between users and your assistants |
| Leads | Contact information collected from conversations |
| Tickets | Support requests that need human attention |
| Actions | Real tasks your assistant can perform (API calls, data lookups, transactions) |
Navigation
Getting Started
- Getting Started Guide — Create your first assistant
Dashboard & Monitoring
- Dashboard — Overview of performance metrics, usage, and activity
- Analytics — Conversation quality analysis and insights
- Credits & Billing — Credit consumption and subscription monitoring
Assistants
- Assistant Overview — Complete guide to configuring AI assistants
- Persona — Name, role, personality settings
- Features — Suggested questions, lead collection, tickets
- Appearance — Colors, themes, widget customization
- Connect Apps — Slack, Discord, WhatsApp, Telegram, and more
- Integration — Embed code and JavaScript API
Actions & Automation
- Actions — Enable assistants to execute HTTP requests
- Webhooks — Send real-time events to external systems
- n8n Integration — Connect to workflow automation platform
Data Management
- Leads — Managing collected contact information
Voice QA
- Voice QA Overview — Call center quality assurance
- Departments — Configure teams and evaluation rules
- Conversations — Manage call recordings
- Staff — Agent performance tracking
- Clients — Customer profiles
- Integration — Phone system connections
- Agent Training Guide — Training materials for evaluators
Core Modules
🏠 Dashboard
The Dashboard is your home base, providing at-a-glance insights into:
- Conversation volume across all assistants
- Lead generation performance
- Ticket status and pending items
- Usage metrics against your subscription
Learn more about the Dashboard →
🤖 Assistants
Assistants are Agentic AI agents that you configure, train, and deploy. Unlike traditional chatbots, they use multiple AI models working together to understand intent, generate responses, and take action. Each assistant has:
- Persona — Identity and personality settings
- Features — Behavioral configuration (lead collection, tickets, etc.)
- Appearance — Visual customization for the chat widget
- Learning Context — Knowledge base from websites, files, and FAQs
- Actions — Real tasks the assistant can execute during conversations
- Integrations — Embed code and third-party platform connections
📊 Analytics
The Analytics module provides deep insights into conversation quality:
- Performance scores for each conversation
- Sentiment analysis of user messages
- Resolution tracking to identify unanswered questions
- Improvement suggestions to optimize responses
👥 Leads
When assistants collect contact information, leads are stored centrally:
- Unified view of all leads across assistants
- Export capability to CSV
- Search and filter by date, assistant, or content
- Conversation history linked to each lead
⚡ Actions
Actions are what make your assistant truly agentic — the ability to do things, not just talk:
- API calls to external systems (CRM, e-commerce, etc.)
- Dynamic parameters automatically extracted from conversations
- Pre-built templates for Shopify, WooCommerce, Mailgun, etc.
- n8n integration for complex workflow automation
🔗 Webhooks
Webhooks notify external systems when events occur:
- MESSAGE — New chat messages
- SESSION_OPEN / SESSION_CLOSED — Conversation lifecycle
- CREATE_LEAD — Lead captured
- TICKET — Support ticket created
🔄 n8n Integration
Connect your AI assistants to n8n for powerful workflow automation:
- Managed instances — FineGuide hosts n8n for you
- Bring your own — Connect your existing n8n instance
- Import webhooks — Turn n8n workflows into Actions
- 400+ integrations — Access Slack, Google Sheets, Salesforce, and more
Learn more about n8n Integration →
📈 Credits & Billing
Monitor your subscription and credit consumption:
- Simple pricing — 1 credit per message, 12 credits per minute for Voice QA
- Credits used vs. plan limits
- Context storage utilization
- Extra usage tracking and costs
Learn more about Credits & Billing →
🎙️ Voice QA
For call centers, Voice QA provides AI-powered call evaluation:
- 100% coverage — Every call evaluated, not just samples
- Department management with custom scoring rules
- Staff performance tracking with detailed analytics
- Client profiles with interaction history
- Integration with Moldcell, Orange, and Android
Quick Reference
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Open search |
Esc | Close dialogs |
Common Tasks
| Task | Location |
|---|---|
| Create new assistant | Assistants → Create Assistant |
| Add training content | Assistant → Learning Context |
| Get embed code | Assistant → Integrations |
| View all conversations | Conversations (sidebar) |
| Export leads | Leads → Export |
| Check usage | Billing page |
| Manage team | Organizations → Team |
Need Help?
- Review the Getting Started Guide for step-by-step instructions
- Check individual module documentation for detailed feature explanations
- Refer to the VoiceQA Product Booklet for call center features