HelpCommon questions

Convolyn Help Center

Answers to the questions we hear most about billing, message limits, setup, features, and your account. Can't find what you need? Reach out and we'll help.

Answers to the questions we hear most about billing, limits, setup, and accounts. Can't find what you need? Contact us and we'll help.


Getting started

How do I create my first chatbot? Sign in, click New chatbot, give it a name, then add a knowledge source (upload a PDF, paste text, or point it at your website). Customize the look, enable lead capture if you want it, and paste the embed snippet on your site. It takes about ten minutes.

Do I need any technical skills? No. Adding knowledge, customizing the widget, and setting up lead capture are all done in the dashboard. The only "code" is pasting one line into your site — and most site builders make that a copy-paste.

What can I train my bot on? PDFs, plain text, pasted content, and your website's pages. You can mix sources and edit or remove them any time.


Plans, billing & limits

What's included in each plan? Plans differ by the number of chatbots, monthly message allowance, and features like lead capture and Help Desk. See the pricing page for the current breakdown.

How do message limits work? Each plan includes a monthly message allowance shared across all your bots. Limits count the bot's replies. There's no cap on how many visitors can chat at once — only on total monthly messages. If you reach your limit, responses pause until the next cycle or until you upgrade.

Can I change or cancel my plan? Yes. You can manage your subscription — including upgrading, updating payment, viewing invoices, or cancelling — from your billing settings at any time. Cancellation takes effect at the end of your current billing period.

Do you offer annual billing? Yes — annual plans are billed yearly at a discount compared to paying monthly.

How does Enterprise work? Enterprise is for teams that need more than Pro — custom limits and tailored features. Contact us and we'll put together a plan that fits.


Features

What is lead capture? When a conversation shows intent, your bot collects the details you choose (email, phone, custom questions) and sends you the lead with an AI-written summary of the conversation. Available on Growth and Pro plans.

Can leads go to my CRM? Yes. On Growth and Pro, you can add a webhook URL to a bot so each captured lead is sent automatically to your CRM, a spreadsheet, or any tool — via Zapier, Make, n8n, or a custom endpoint. You can also export leads to CSV.

What is the Help Desk? It lets a real person take over a conversation in real time when a visitor needs human help — no full login required, thanks to secure email links. If no agent is available, it takes a message instead.

Can the bot reply in other languages? The bot can converse in the language a visitor uses, drawing on your knowledge content.

Will the bot make up answers? No. Convolyn answers from the content you provide. If something isn't in your knowledge base, the bot says it doesn't know rather than inventing an answer.


Account & data

Can I run more than one bot? Yes — up to your plan's limit. Each bot has its own knowledge, branding, and embed snippet, so you can use different bots for different sites or purposes.

How do I stop the widget from appearing on my site? Remove the embed snippet from your site's HTML, or deactivate the bot in your dashboard.

Who can see my knowledge content? Your knowledge sources are used only to answer your bot's conversations. They aren't shared across accounts.


Still stuck? Get in touch — we're happy to help.