# Visito Documentation > Set up and operate Visito AI agents for customer messaging, knowledge, automation, payments, channels, integrations, and developer APIs. - [API Reference (97 pages)](https://docs.visitoai.com/_llms/en/api-reference.txt): Documentation for API Reference. ## Docs ### Getting Started - [Visito business AI agent documentation and setup guides](https://docs.visitoai.com/product-guides/getting-started/home.md): Learn how to set up and operate Visito for customer conversations, AI knowledge, channels, integrations, payments, and automation. - [Use Visito with Codex, ChatGPT, and Claude](https://docs.visitoai.com/product-guides/getting-started/visito-mcp.md): Connect your Visito business, choose permissions, analyze conversations, and send a controlled test reply from Codex, ChatGPT, or Claude. - [How to sign in and navigate the Visito dashboard](https://docs.visitoai.com/product-guides/getting-started/access-and-navigation.md): Sign in to the Visito dashboard, recover account access, switch business workspaces, understand the navigation, and manage your profile. - [How to set up a new Visito workspace](https://docs.visitoai.com/product-guides/getting-started/onboarding.md): Create a Visito workspace from your business website, review the initial business profile, choose agent use cases, and finish the setup checklist. - [How to build and launch your Visito AI agent](https://docs.visitoai.com/product-guides/getting-started/build-your-ai-agent.md): Follow a practical onboarding checklist to configure knowledge, behavior, handoffs, channels, and integrations before launching your business AI agent. ### General - [How to use the Visito Home dashboard](https://docs.visitoai.com/product-guides/product/home-dashboard.md): Use the Visito Home dashboard to review customer conversations that need attention, measure recent AI performance, monitor credits, and get help. - [Manage customer conversations, escalations, and Auto-Freeze](https://docs.visitoai.com/product-guides/product/inbox.md): Manage customer conversations in Visito, assign owners, pause AI replies with Auto-Freeze, handle escalations and reviews, and archive or block threads. - [How to set up and use your CRM](https://docs.visitoai.com/product-guides/product/crm.md): Define leads, publish your sales stages, capture useful details, and manage opportunities and follow-ups in Visito web. - [How to automate and manage customer follow-ups](https://docs.visitoai.com/product-guides/product/follow-ups.md): Choose a follow-up mode, set message preferences and quiet hours, review drafts, and understand outcomes and credits. - [How Visito AI credits, usage, and billing work](https://docs.visitoai.com/product-guides/product/usage-billing.md): Learn what consumes a Visito AI credit, estimate usage with real examples, monitor your workspace balance, compare plans, and manage billing. - [How to use the Visito mobile app and notifications](https://docs.visitoai.com/product-guides/product/mobile-apps.md): Use the current Visito mobile app to manage customer conversations, receive push notifications, update your profile, and open workspace settings. ### Agent - [How to test your Visito AI agent in Playground](https://docs.visitoai.com/product-guides/ai-agent/test-your-agent.md): Test your Visito AI agent privately, evaluate business knowledge and tone, verify handoffs and custom tools, and fix issues before customers see them. - [How to manage your business AI Knowledge Base](https://docs.visitoai.com/product-guides/ai-agent/data-source.md): Add website, text, and file sources to your Visito Knowledge Base, organize business information, control business scope, and improve AI answers. - [Share images and documents with your AI agent](https://docs.visitoai.com/product-guides/ai-agent/assets.md): Upload customer-ready images and PDFs, organize shareable collections, and check that your agent can find and share the right file. - [How to personalize your Visito AI customer agent](https://docs.visitoai.com/product-guides/ai-agent/ai-behavior.md): Configure your Visito AI agent's timezone, tone, response length, emoji use, conversation scope, name, and custom instructions for customers. - [How to configure AI-to-human handoffs in Visito](https://docs.visitoai.com/product-guides/ai-agent/ai-escalations.md): Create Visito AI escalation rules, set working hours and required fields, and route urgent or complex customer requests to a human operator. #### Actions - [Give your agent actions](https://docs.visitoai.com/product-guides/actions/overview.md): Choose how your agent collects information, calls your API, or works with Google Sheets, then test and review the results. ##### Connect a system - [Connect your agent to an external system](https://docs.visitoai.com/product-guides/ai-agent/custom-tools.md): Connect an API to fetch current information or perform supported operations using details from a conversation. - [Connect your agent to an order system](https://docs.visitoai.com/product-guides/actions/order-status.md): Set up an order-status action, collect the order number, and trace the HTTP request and response through the conversation. ##### Collect data - [Extract structured data from conversations](https://docs.visitoai.com/product-guides/ai-agent/collect-data.md): Define the information your agent should capture, collect missing details, and save structured submissions in Visito. - [Capture homebuyer preferences during a conversation](https://docs.visitoai.com/product-guides/actions/real-estate-lead.md): Create a three-field real estate action, collect missing answers, save a submission, and verify it in History and the conversation CRM panel. ##### Google Sheets - [Use Google Sheets with your AI agent](https://docs.visitoai.com/product-guides/integrations/google-sheets.md): Connect Google, choose a spreadsheet tab, and control which columns your agent may read, update, or create. - [Book hairdresser appointments with Google Sheets](https://docs.visitoai.com/product-guides/integrations/google-sheets-hairdresser.md): Use Date and Time to check availability and record appointments. Two simple tabs, two actions, no slot IDs. ### Best Practices - [Build a reliable Knowledge Base](https://docs.visitoai.com/product-guides/best-practices/knowledge-base.md): Turn business information into focused, maintainable sources that the agent can use confidently. - [Write effective Custom Instructions](https://docs.visitoai.com/product-guides/best-practices/custom-instructions.md): Give the agent clear, testable guidance for tone, conversation structure, and decision-making. - [AI escalation and human handoff best practices](https://docs.visitoai.com/product-guides/best-practices/handoffs.md): Design customer escalation rules that trigger at the right time, capture useful context, and give operators a clear workflow for resolution. - [Test and launch your agent](https://docs.visitoai.com/product-guides/best-practices/testing-and-go-live.md): Use a repeatable test plan and go-live checklist before connecting the agent to customers. ### Connections - [How to manage businesses in Visito](https://docs.visitoai.com/product-guides/product/properties.md): Create and maintain business records in Visito, confirm location and timezone details, and review connected channels and integrations. - [How to connect business messaging channels to Visito](https://docs.visitoai.com/product-guides/channels/introduction.md): Connect WhatsApp, Instagram, Facebook Messenger, and Webchat to Visito, assign businesses, and control AI response behavior by channel. #### Meta Channels - [Connect Meta channels](https://docs.visitoai.com/product-guides/channels/meta/overview.md): Choose the correct setup path for WhatsApp, Instagram, or Messenger and understand the shared connection flow. - [Prepare for Meta authorization](https://docs.visitoai.com/product-guides/channels/meta/getting-ready.md): Complete a preflight checklist before connecting WhatsApp, Instagram, or Messenger. - [Troubleshoot Meta connections](https://docs.visitoai.com/product-guides/channels/meta/troubleshooting.md): Diagnose Meta authorization, asset selection, activation, message delivery, and duplicate-response problems. #### WhatsApp - [WhatsApp](https://docs.visitoai.com/product-guides/channels/whatsapp/introduction.md): Connect WhatsApp to Visito, personalize your business profile, and manage your number. - [Connect a new WhatsApp number](https://docs.visitoai.com/product-guides/channels/whatsapp/connecting-your-own-number.md): Connect an unregistered phone number as a dedicated WhatsApp Business Platform number. - [Connect an existing WhatsApp Business App number](https://docs.visitoai.com/product-guides/channels/whatsapp/connecting-your-whatsapp-business-app.md): Use coexistence to connect a number while continuing to use the WhatsApp Business App. - [Add or update a WhatsApp payment method](https://docs.visitoai.com/product-guides/channels/whatsapp/payment-method.md): Resolve a Meta payment issue for the correct WhatsApp account and check its billing setup. - [Personalize your WhatsApp business profile](https://docs.visitoai.com/product-guides/channels/whatsapp/managing-your-profile.md): Update your profile picture, display name, website, and contact details in Meta WhatsApp Manager. - [Remove an API number and return to the WhatsApp app](https://docs.visitoai.com/product-guides/channels/whatsapp/removing-your-number.md): Remove a phone number from WhatsApp Manager, register it in a phone app, and prepare for optional coexistence. #### Instagram - [Prepare Instagram](https://docs.visitoai.com/product-guides/channels/instagram/introduction.md): Confirm account type, access, message controls, and automations before connecting Instagram. - [Connect Instagram](https://docs.visitoai.com/product-guides/channels/instagram/connecting.md): Authorize an Instagram Professional account and verify message routing through Visito. - [Instagram story response settings](https://docs.visitoai.com/product-guides/channels/instagram/story-response-settings.md): Choose whether Visito automatically replies to story mentions and replies to your Instagram stories. - [Troubleshoot Instagram](https://docs.visitoai.com/product-guides/channels/instagram/troubleshooting-connection.md): Resolve missing Instagram messages, incomplete authorization, and conflicting app access. #### Messenger - [Connect Messenger](https://docs.visitoai.com/product-guides/channels/messenger/connecting.md): Authorize one or more Facebook Pages and route their Messenger conversations through Visito. #### Web Chat - [Before you start](https://docs.visitoai.com/product-guides/channels/webchat/introduction.md): Choose how to share or install Visito Webchat. - [Deploy Webchat](https://docs.visitoai.com/product-guides/channels/webchat/website.md): Share your public chat URL or install the Visito widget on your website. - [Configure Webchat](https://docs.visitoai.com/product-guides/channels/webchat/configuration.md): Customize the launcher, customer entry flow, starter prompts, and embedded Webchat experience. - [Share](https://docs.visitoai.com/product-guides/channels/webchat/share.md): Share a direct link to your Visito AI agent #### Integrations - [How to connect business integrations to Visito](https://docs.visitoai.com/product-guides/integrations/overview.md): Connect Google Sheets, Cloudbeds, SiteMinder, Guesty, and other business systems to Visito, assign each integration to a business, and monitor connection health. - [Cloudbeds](https://docs.visitoai.com/product-guides/channels-integrations/cloudbeds.md): Authorize Cloudbeds, select businesses, and configure booking-engine links for Visito. - [SiteMinder](https://docs.visitoai.com/product-guides/channels-integrations/siteminder.md): Connect a SiteMinder booking engine to a Visito business. - [Guesty](https://docs.visitoai.com/product-guides/channels-integrations/guesty.md): Connect a Guesty Booking Engine website and assign it to a Visito business. ### Tools - [How to set up business payments and AI commerce](https://docs.visitoai.com/product-guides/product/commerce.md): Configure Stripe payouts, create business items, enable eligible AI reservation deposits, and monitor customer purchases and payment activity in Visito. - [How to automate customer engagement messages](https://docs.visitoai.com/product-guides/product/guest-engagement.md): Configure reservation lifecycle messages, map WhatsApp senders, and monitor template delivery, reservations, and provider synchronization in Visito. - [How to create Visito API keys and custom tools](https://docs.visitoai.com/product-guides/product/build.md): Create tenant-scoped Visito API credentials, review WhatsApp template requests, configure custom AI tool calls, and inspect activity logs. ### Workspace - [How to manage Visito workspace and account settings](https://docs.visitoai.com/product-guides/product/general-settings.md): Update the active Visito workspace name, operator profile, application language, email, and password, then find related member and mobile settings. - [How to invite and manage team members in Visito](https://docs.visitoai.com/product-guides/product/user-management.md): Invite teammates to your Visito account and understand the permissions available to Admin and User roles. - [Delete your account](https://docs.visitoai.com/delete-your-account.md): Do you want to delete your account? ## Developer Guide ### Build With Visito - [Developer overview](https://docs.visitoai.com/api-docs/introduction.md): Explore what you can build with Visito: messaging, AI tools, knowledge, commerce, sales CRM, webhooks, and reporting. - [Authentication](https://docs.visitoai.com/api-docs/authentication.md): Create M2M credentials, assign scopes, and authenticate server-side Visito API requests. - [Channels and Conversations](https://docs.visitoai.com/api-docs/messaging-api.md): Read tenant channels, sync conversations, and send replies through the Visito M2M API. - [Commerce API](https://docs.visitoai.com/api-docs/commerce-api.md): Manage commerce catalog items and read sales through the Visito M2M API. - [Custom AI Tools](https://docs.visitoai.com/api-docs/conversational-ai-api.md): Register backend actions that Visito's AI can call during conversations. - [Actions: configurations and execution history](https://docs.visitoai.com/api-docs/actions-api.md): Discover and manage actions, migrate Tools clients, and inspect execution history. - [Build an order-status action endpoint](https://docs.visitoai.com/api-docs/guides/order-status-tool.md): Run a local server, parse the order-number parameter, return shipment facts, and inspect the result in Visito. - [WhatsApp Templates](https://docs.visitoai.com/api-docs/messaging-api-templates.md): Create, list, and send approved WhatsApp templates through connected Visito channels. - [Conversation control and delivery](https://docs.visitoai.com/api-docs/conversation-control.md): Conversation control and delivery — Visito M2M API - [Knowledge API](https://docs.visitoai.com/api-docs/knowledge-api.md): Knowledge API — Visito M2M API - [Sales CRM API](https://docs.visitoai.com/api-docs/sales-crm-api.md): Sales CRM API — Visito M2M API - [Daily operations API](https://docs.visitoai.com/api-docs/operations-api.md): Find conversations, manage follow-ups and reviews, start WhatsApp conversations, and inspect reservations and guest messaging. - [Claude connector (custom installation)](https://docs.visitoai.com/api-docs/claude-connector.md): Connect Claude to Visito with the supported OAuth setup and scoped permissions. - [API and connector permissions](https://docs.visitoai.com/api-docs/permissions.md): Choose domain access for M2M API keys and MCP connections in Codex or Claude. - [Webhooks](https://docs.visitoai.com/api-docs/webhooks.md): Webhooks — Visito M2M API - [Manage webhooks](https://docs.visitoai.com/product-guides/product/webhooks.md): Create an endpoint, verify signed events, test with ngrok, and investigate delivery attempts from Developers → Webhooks. - [Businesses and reporting](https://docs.visitoai.com/api-docs/properties-reporting.md): Businesses and reporting — Visito M2M API ### AI Coding Assistants - [AI Coding Assistants](https://docs.visitoai.com/api-docs/llms/introduction.md): Give Codex, Claude Code, or another assistant the right context for Visito M2M integrations. ## OpenAPI Specs - [openapi](/openapi.json) > The links below point to documentation indexes. Follow each `/_llms/` index recursively until you reach documentation pages. ## Indexes - [English / API Reference (97 pages)](https://docs.visitoai.com/_llms/en/api-reference.txt): Documentation for English / API Reference. - [Spanish (172 pages)](https://docs.visitoai.com/_llms/es.txt): Documentation for Spanish. - [Spanish / Referencia de API (97 pages)](https://docs.visitoai.com/_llms/es/referencia-de-api.txt): Documentation for Spanish / Referencia de API. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.