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Visito is an AI customer-operations platform for teams that communicate with and support customers. It brings conversations, agent knowledge and behavior, business connections, messaging, payments, and developer tools into one dashboard.

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Start here

Access and navigation

Sign in, choose a workspace, and understand the dashboard layout.

Set up a new workspace

Import your website, review knowledge, choose a tone, test the agent, and launch.

Build your first agent

Add knowledge, personalize responses, test the agent, and connect a channel.

Run the inbox

Review conversations, reply manually, resolve handoffs, and assign owners.

Connect your systems

Connect channels, businesses, and operational integrations.

Apply best practices

Use examples and checklists for knowledge, instructions, handoffs, and testing.

Use Visito with Codex, ChatGPT, and Claude

Connect the plugin / MCP, choose permissions, analyze conversations, and test a reply.

Set up actions

Choose API calls, data collection, or Google Sheets, with complete worked examples.

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How the dashboard is organized

Use the sidebar to reach the main areas of your operation:
  • Direct access - Home and Lana.
  • Work - Conversations, enabled Tickets, CRM, Insights, Playground, Commerce, eligible Guest Engagement, and admin-only Activity.
  • Setup - Configuration (Personalization, Knowledge Base, Handoff Rules, Businesses, and Assets), Channels, and Connectors.
  • Administration - Team and Developers in the sidebar footer.
Billing & Usage appears near the bottom of the sidebar. Guest Engagement appears only for a workspace with an eligible Cloudbeds connection; Tickets and Activity also depend on workspace features and role.
This navigation ships with the next dashboard release. Until it reaches your workspace, the same destinations can still appear in the earlier Agent, Connections, or Tools groups.
Your active workspace appears at the top of the sidebar. Always confirm it before changing settings, connecting a provider, or sending a message.

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What you can do

  • Centralize WhatsApp, Instagram, Messenger, and Webchat conversations.
  • Give your AI business-specific knowledge and approved shareable assets.
  • Control tone, response length, conversation scope, and human handoffs.
  • Connect CRM, commerce, scheduling, booking, and other operational systems.
  • Sell items and collect eligible payments with Stripe.
  • Automate follow-ups and supported event-driven messages.
  • Create API keys and custom tool calls for deeper integrations.
Some configuration and developer actions are admin-only. Users can still work with the operational surfaces their role allows.