Help centre
Guides for Pivra Desk, the agent on your computer, and for the Pivra chatbot on your website. Can't find what you're after? Email support.
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Pivra Desk
Install the desktop agent, give it a job, choose a model, and understand approvals, routines, plans and privacy.
Install Pivra Desk on a Mac or a Windows PCWhat to download, what the first run asks, what the Windows SmartScreen notice means, and how the app stays in the menu bar or tray.→Your first agent, from a templatePick one of the six templates, answer its setup questions, tick the schedules you want, and see the first approval card.→Fill from my websiteGive a template your website address and it suggests your brand, audience, topics and tone from your homepage and sitemap. Suggestions only; nothing you typed is overwritten.→Choosing a modelA model on this computer, your own key, or Plus + Credits; which Gemma size fits 8 GB and 16 GB; and how to change it in Settings → Model.→Approvals, rules and Touch IDWhat runs on its own, what waits on a card, what needs Touch ID or a typed phrase, and how to write rules in plain words.→Routines, and what happens when the computer sleepsSchedules, follow-ups and the morning brief run while Pivra Desk is open and your computer is on. Here is what that means in practice.→Connecting Google and GitHub, and what each can and cannot doOne-click sign-in on Plus, your own free sign-in app on any plan, calendar read-only, Gmail through your own app, and what GitHub access covers.→Plans: Free, Plus and Plus + CreditsWhat each plan includes, how to upgrade and sign in with the 8-character code, how to cancel, and what happens to your data.→Privacy, and where your data livesEverything is in a local database on your computer. What leaves, when, and the one list of exceptions.→UpdatesPivra Desk checks for updates every few hours and installs them while you are away, unless you tell it not to.→Troubleshooting Pivra DeskThe model is slow or short of memory, a sign-in code expired, Windows showed a notice, replies look like demos, and what to send support.→
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Get Started
Create your first chatbot, understand usage, and set up billing.
Quickstart — build and publish your first chatbotCreate, train, test, publish, install, and monitor a Pivra chatbot safely.→Billing FAQ — plans, limits, and invoicesEverything about Pivra plans, message limits, and payments.→Service pricing and quotesSet structured pricing rules and estimator tools so your chatbot can give accurate quotes and ballpark estimates.→Appearance & customisationCustomise your widget's colours, name, avatar, welcome message, and conversation starters.→
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Training
Add knowledge from websites, PDFs, YouTube, or plain text.
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Chatbot Settings
Publish your chatbot, configure business behaviour, and control important answers.
Publish, pause, or test a chatbotUnderstand Draft and Published status, use authenticated testing, and confirm public readiness.→Create a chatbot from a reviewed templateUnderstand what a Pivra template configures, what remains in draft, and the checks required before publishing.→Refinements — override AI answers with exact responsesDefine precise Q&A pairs that override the AI for questions where accuracy is critical.→Business hours — after-hours auto-responderSet your opening hours so the chatbot automatically handles after-hours enquiries and collects callback details.→
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Installation
Embed your chatbot on WordPress, Shopify, or any website.
Install your chatbot on any websiteUse the secure WordPress connection, popup snippet, inline embed, or direct link and verify that Pivra can see the widget.→Next.js — popup widget (App Router & Pages Router)Install the Pivra popup on a Next.js site using next/script, a small client component, and your chatbot ID from the dashboard.→Install and troubleshoot the Pivra WordPress pluginInstall Pivra AI Chatbot 1.0.1 from WordPress.org, connect it with a one-time setup code, verify installation health, and resolve common cache or duplicate-widget issues.→
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Lead Capture
Collect leads, export contacts, and connect your CRM.
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Appointment Booking
Let customers book directly from the chat using Calendly or Google Calendar.
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Integrations
Connect Zapier, Make, HubSpot, Mailchimp, and more.
Integrations overviewAutomatically send leads to your favourite tools the moment someone submits their details in chat.→Connect ServiceM8 to PivraAutomatically create a new ServiceM8 job every time a lead or quote request is captured in chat.→Connect ActiveCampaign to PivraUpsert contacts in ActiveCampaign when leads are captured — no duplicates, triggers your automations instantly.→
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Live Agent
Let visitors escalate to a human agent for sensitive or high-value conversations.
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Automations
Automate alerts, digests, webhook triggers, and flow chains.
Automations — webhook actions and email alertsTrigger webhooks or send emails automatically when leads are captured or events happen in your chatbot.→Agentic flows — conditions and chained actionsBuild multi-step automations that fire conditionally and trigger follow-up actions in sequence.→Revenue Inbox and agent-ready workPrioritise leads, handoffs, follow-ups, repeat service and integration problems in one governed work queue.→
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Notifications
Configure dashboard, email, digest, and SMS alerts for important events.
💬WhatsApp
Add a WhatsApp channel so customers can chat from their phone.
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White Label
Remove Pivra branding and serve your chatbot on your own domain.
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Account & Team
Manage team members, roles, security, and billing.
Team members and rolesInvite colleagues, set roles, and manage permissions for your workspace.→Two-factor authentication (2FA)Add an authenticator app to protect your account with a second layer of security.→Analytics & reportingTrack conversations, leads, ratings and knowledge base coverage across your chatbots.→API keysCreate and manage API keys to authenticate server-side requests to the Pivra API.→Agency & reseller accountsManage multiple client workspaces from one agency account with consolidated billing and white-label control.→
Still have questions?
Our team is available and usually responds within a few hours.