Resources
Help Center
Answers to common questions about setup, billing, agents, integrations and account access.
Getting started
Get your workspace live.
- 01
Connect your CRM
Choose HubSpot, or Salesforce on Scale and Enterprise plans, so qualified leads sync automatically.
- 02
Define your Ideal Customer Profile
Set the industries, company sizes, regions and signals that make a visitor a good fit. Every visitor is scored against it.
- 03
Configure your first agent
Pick a Sales or Support agent and add your first knowledge source, such as your sitemap or pricing page.
- 04
Install the widget
Add your workspace snippet to your website. No engineering sprint is required.
Billing and credits
How billing works.
- 01
Plans
Every plan has a one-time setup fee, a monthly platform fee and a monthly credit allowance: Starter (5,000 credits), Growth (20,000), Scale (75,000) and Enterprise (custom).
- 02
Credits
1 credit per AI conversation turn, 2 per visitor identified and enriched, 3 per AI-visibility prompt check per engine, and 50 per full GEO/AEO audit.
- 03
Overage
Usage beyond your included credits is billed per credit at your plan's rate, or you can upgrade.
- 04
Changing plans
Upgrades apply immediately and are pro-rated; downgrades take effect at the next billing cycle.
- 05
Usage
See credits used this cycle, your plan and your next invoice date under Settings, Billing.
Agents and knowledge
Keep answers accurate.
- 01
Grounded answers
Agents answer only from the knowledge sources you enable, and hand the conversation to your team instead of guessing.
- 02
Adding knowledge
Add pages, PDFs, docs or a sitemap under Knowledge. Re-sync a source after you update it.
- 03
Knowledge gaps
Questions your agents keep handing off appear under Knowledge, Gaps, so you know what content to add next.
- 04
Scope
Narrowing an agent's scope limits what it can discuss and reduces the risk of wrong answers.
- 05
Languages
Up to 10 languages on Growth and 175+ on Scale.
Integrations
Connect your stack.
- 01
HubSpot
Two-way sync of contacts, deals and conversation transcripts.
- 02
Salesforce
Lead and opportunity routing on Scale and Enterprise plans.
- 03
Calendars
Google Calendar and Microsoft Outlook / Office 365, so agents can book meetings inside the conversation.
- 04
Webhooks and API
Send conversation and lead events to your own systems; API access is on Scale and Enterprise.
Account and security
Access and permissions.
- 01
Team
Invite teammates under Settings, Team, and give each one a role.
- 02
Roles
Default roles are Admin, Editor and Viewer; you can create custom roles under Settings, Permissions.
- 03
Single sign-on
SSO is available on Scale and Enterprise plans.
- 04
Audit log
Every configuration change is recorded under Settings, Audit Log.
- 05
Passwords
Reset your password from the login page with "Forgot password?". Thosjod support will never ask for your password.
What happens if I run out of credits?
Usage continues and extra credits are billed at your plan's per-credit rate, or you can upgrade to a plan with a larger allowance.
Why did my agent hand a conversation to a human?
Agents only answer from your enabled knowledge sources. If none of them covers a question, the agent hands off rather than guessing. Check Knowledge, Gaps to see which questions to cover next.
Can I use Salesforce on the Growth plan?
Salesforce is available on Scale and Enterprise plans. Growth includes two CRM integrations plus webhooks.
How do I get API access?
API access is included on Scale and Enterprise plans. Generate keys under Settings, API.
Who do I contact for account-access problems?
Use the contact page and choose Existing Customer Support.
Related
Keep exploring.
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