> For the complete documentation index, see [llms.txt](https://docs.zipchat.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zipchat.ai/installation-and-setup.md). # Installation and Setup - [Trial/Installation](https://docs.zipchat.ai/installation-and-setup/trial-installation.md) - [For Shopify Users](https://docs.zipchat.ai/installation-and-setup/trial-installation/for-shopify-users.md) - [For Non-Shopify Platforms](https://docs.zipchat.ai/installation-and-setup/trial-installation/for-non-shopify-platforms.md) - [Onboarding](https://docs.zipchat.ai/installation-and-setup/onboarding.md) - [Dashboard](https://docs.zipchat.ai/installation-and-setup/dashboard.md) - [Conversations](https://docs.zipchat.ai/installation-and-setup/conversations.md) - [Taking Over Chats](https://docs.zipchat.ai/installation-and-setup/conversations/taking-over-chats.md): In case you feel like you need to take over a chat, both from the Web Chat and WhatsApp campaigns you can easily do it from the Conversation tab. - [Contacts](https://docs.zipchat.ai/installation-and-setup/contacts.md) - [Emails](https://docs.zipchat.ai/installation-and-setup/contacts/emails.md) - [Phone Numbers](https://docs.zipchat.ai/installation-and-setup/contacts/phone-numbers.md) - [Segments](https://docs.zipchat.ai/installation-and-setup/contacts/segments.md): Segments are group of phone numbers you can upload to run WhatsApp Marketing Campaigns. - [Campaigns](https://docs.zipchat.ai/installation-and-setup/campaigns.md) - [Proactive Chat](https://docs.zipchat.ai/installation-and-setup/campaigns/proactive-chat.md) - [WhatsApp Marketing](https://docs.zipchat.ai/installation-and-setup/campaigns/whatsapp-marketing.md) - [AI Training](https://docs.zipchat.ai/installation-and-setup/ai-training.md) - [Knowledge Base](https://docs.zipchat.ai/installation-and-setup/ai-training/knowledge-base.md) - [Chat Corrections](https://docs.zipchat.ai/installation-and-setup/ai-training/chat-corrections.md) - [Prompt & tools](https://docs.zipchat.ai/installation-and-setup/ai-training/prompt-and-tools.md): Page location: AI Training / Prompt & Tools - [Order Tracking](https://docs.zipchat.ai/installation-and-setup/ai-training/prompt-and-tools/order-tracking.md) - [Shopify: Write custom shipping notes](https://docs.zipchat.ai/installation-and-setup/ai-training/prompt-and-tools/order-tracking/shopify-write-custom-shipping-notes.md) - [Forward Request](https://docs.zipchat.ai/installation-and-setup/ai-training/prompt-and-tools/forward-request.md) - [Test your Chatbot](https://docs.zipchat.ai/installation-and-setup/ai-training/test-your-chatbot.md) - [Chat Settings](https://docs.zipchat.ai/installation-and-setup/chat-settings.md) - [Channels](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels.md) - [Instagram Channel Prerequisites](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/instagram-channel-prerequisites.md) - [WhatsApp Agent: Start Guide](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/whatsapp-agent-start-guide.md) - [Bubble Chat: Edit design](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/bubble-chat-edit-design.md) - [WhatsApp: Handle display name rejections](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/whatsapp-handle-display-name-rejections.md) - [Email: connecting Zipchat to your Inbox](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/email-connecting-zipchat-to-your-inbox.md): With ZipChat, you can empower your AI agent to manage customer support emails directly. Follow this step-by-step guide to set up the integration and start responding to emails automatically. - [Zendesk: Connecting Zipchat to Your Zendesk Account](https://docs.zipchat.ai/installation-and-setup/chat-settings/channels/zendesk-connecting-zipchat-to-your-zendesk-account.md): Let Zipchat answer your customers inside Zendesk — both email tickets and the Web Widget — and hand off cleanly to your human team when needed. - [Configuration](https://docs.zipchat.ai/installation-and-setup/chat-settings/configuration.md) - [Contact Information](https://docs.zipchat.ai/installation-and-setup/chat-settings/configuration/contact-information.md) - [Crawling Settings](https://docs.zipchat.ai/installation-and-setup/chat-settings/configuration/crawling-settings.md) - [Spam Filter](https://docs.zipchat.ai/installation-and-setup/chat-settings/configuration/spam-filter.md) - [Integrations](https://docs.zipchat.ai/installation-and-setup/chat-settings/integrations.md) - [Zapier](https://docs.zipchat.ai/installation-and-setup/chat-settings/integrations/zapier.md) - [Custom Order Tracking API integration](https://docs.zipchat.ai/installation-and-setup/chat-settings/integrations/custom-order-tracking-api-integration.md) - [Backend API](https://docs.zipchat.ai/installation-and-setup/chat-settings/integrations/backend-api.md): The Backend API lets you programmatically access your Zipchat conversation data and manage your AI's configuration. Sync conversations with your CRM, reply to customers, and update the master prompt, - [Account Management](https://docs.zipchat.ai/installation-and-setup/account-management.md) - [Manage AI Agents](https://docs.zipchat.ai/installation-and-setup/account-management/manage-ai-agents.md) - [Manage Subscription](https://docs.zipchat.ai/installation-and-setup/account-management/manage-subscription.md) - [Members](https://docs.zipchat.ai/installation-and-setup/account-management/members.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.zipchat.ai/installation-and-setup.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.