Resources
Documentation
How Thosjod works, from core concepts to setup, integrations and access control.
Core concepts
The building blocks.
- 01
Workspace
Your company's Thosjod account. It holds your agents, knowledge sources, rules, integrations, team and billing.
- 02
Visitor
Anyone on your website. Visitors start anonymous and become identified when their company, and where possible their contact details, are matched through enrichment.
- 03
Session
One visit by one visitor. A visitor's sessions are kept together across visits.
- 04
Lead
A visitor who has been qualified against your ICP. Leads have a status (New, Routed, Booked or Lost), an ICP score and an assigned rep.
- 05
Agent
An AI agent that talks to visitors: Sales, Support or Voice. Each agent has its own knowledge sources, tone, scope and escalation rules.
- 06
Knowledge source
A page, PDF, doc or sitemap an agent may answer from. Answers are grounded only in enabled sources.
- 07
Playbook
An automation written in plain language, such as following up with pricing-page visitors who did not book.
- 08
Workflow
The rule behind routing and playbooks, in the form "if these conditions, then this action".
- 09
Credits
The unit usage is billed in. See the Help Center for per-action costs.
Setting up
From signup to live.
- 01
Onboarding
The guided setup connects your CRM, defines your ICP and configures your first agent, with no code.
- 02
Knowledge
Add your first knowledge sources. Start with pricing, product and FAQ pages; add PDFs and docs next.
- 03
Routing
Create workflow rules that send qualified leads to the right rep or team, for example by region, company size or ICP score.
- 04
Widget
Add the workspace snippet to every page you want Thosjod to engage visitors on.
- 05
Review
Watch the first conversations under Conversations, check handoffs, and close knowledge gaps.
Qualification and routing
Scoring and assigning leads.
- 01
ICP criteria
Admins define the firmographic and behavioural criteria that every visitor is scored against as the conversation happens.
- 02
Structured capture
Conversations extract fields such as budget, timeline and use case into the lead record.
- 03
Routing rules
If/then rules assign each qualified lead to a rep or team; the full transcript and enrichment data travel with it to the CRM.
- 04
Meeting booking
Agents check rep calendar availability and let the visitor book inside the chat.
AI visibility
Tracking how AI engines describe you.
- 01
Prompts
Save the questions your buyers ask AI engines in the Prompt Library; each is checked on a schedule.
- 02
Engines
Growth tracks Gemini and ChatGPT weekly; Scale tracks all six supported engines daily, with competitor tracking.
- 03
Competitors
Add competitor names so each tracked answer is checked for them too.
- 04
GEO/AEO audit
A rules engine checks your site against a defined checklist, including structured data, content depth and FAQ markup, and links every lost point to the page and issue causing it.
Integrations, webhooks and API
Connecting other systems.
- 01
CRM
HubSpot two-way sync; Salesforce lead and opportunity routing on Scale and Enterprise.
- 02
Calendar
Google Calendar and Microsoft Outlook / Office 365 for in-chat booking.
- 03
Webhooks
Send conversation and lead events to your own systems in real time.
- 04
API
Available on Scale and Enterprise. Keys are generated under Settings, API and shown only once.
Access control and audit
Who can do what.
- 01
Roles
Admin, Editor and Viewer by default, with custom roles for anything more specific.
- 02
SSO
SAML / OIDC single sign-on on Scale and Enterprise.
- 03
Audit log
Every configuration change is recorded with the time, the user and the details.
- 04
Destructive actions
Deleting an agent, removing a teammate or revoking an API key always asks for confirmation and states what will be affected.
Give your website a voice
worth talking to.
Book a 20-minute walkthrough and see Thosjod identify, qualify, and route a real visitor session live.
Book a Demo