# Jaaxis Help Center

> Learn how to build, connect, and manage your Jaaxis AI customer service agents.

## Docs

- [Understand plans, credits, and billing](https://docs.jaaxis.com/en/account/plans-credits-billing.md): Review your Jaaxis plan, AI credits, renewal, upgrades, scheduled downgrades, additional agents, invoices, and cancellation impact.
- [Manage your profile and account security](https://docs.jaaxis.com/en/account/profile-security.md): Update your Jaaxis profile, picture, email, password, Google connection, and understand permanent account deletion.
- [Invite team members and assign roles](https://docs.jaaxis.com/en/account/team-roles.md): Invite teammates to a Jaaxis agent, choose Admin or Support access, update roles, cancel invitations, and remove access.
- [Connect Jaaxis to an AI client](https://docs.jaaxis.com/en/assistant/connect-mcp.md): Connect Claude Code, Codex, or another remote-MCP client to Jaaxis with browser sign-in and merchant-selected agent access.
- [Use the Jaaxis Dashboard Assistant](https://docs.jaaxis.com/en/assistant/dashboard.md): Ask the Jaaxis Assistant to inspect or update authorized agents, knowledge, conversations, bookings, tools, and account information.
- [Understand MCP scope and permissions](https://docs.jaaxis.com/en/assistant/scope-permissions.md): Choose full-account, selected-agent, or single-agent Jaaxis MCP access and understand how roles limit available operations.
- [Create and manage bookings](https://docs.jaaxis.com/en/bookings/manage.md): Review bookings in list or calendar view and create, confirm, reschedule, cancel, delete, or update a Jaaxis booking.
- [Set up services and availability](https://docs.jaaxis.com/en/bookings/setup.md): Create appointment or rental services, define booking rules, collect customer details, and configure timezone-aware availability.
- [Add knowledge to your agent](https://docs.jaaxis.com/en/build/add-knowledge.md): Teach a Jaaxis agent with text, Q&A, website pages, and PDF, DOCX, XLSX, CSV, or TXT files.
- [Configure human handoff and blocked words](https://docs.jaaxis.com/en/build/handoff-blocklist.md): Tell your Jaaxis agent when to forward a conversation to a person and which incoming words should prevent an automated reply.
- [Manage and schedule agent knowledge](https://docs.jaaxis.com/en/build/manage-knowledge.md): Search, filter, activate, schedule, attach files to, and delete trained knowledge for a Jaaxis agent.
- [Set your agent's persona and language](https://docs.jaaxis.com/en/build/persona.md): Define your Jaaxis agent's role, tone, goals, and language behavior while keeping factual business information in Knowledge.
- [Test an agent before going live](https://docs.jaaxis.com/en/build/preview.md): Use Jaaxis Preview to test answers, inspect sources, find knowledge gaps, and verify behavior before connecting customers.
- [How Jaaxis works](https://docs.jaaxis.com/en/concepts.md): Understand agents, knowledge, channels, conversations, tools, bookings, and the Jaaxis Assistant before configuring your account.
- [Connect customer-support email](https://docs.jaaxis.com/en/connect/email.md): Forward customer email into Jaaxis, optionally verify a custom sending address, block unwanted senders, and test replies.
- [Embed a Jaaxis chat window in a page](https://docs.jaaxis.com/en/connect/iframe.md): Embed a persistent Jaaxis chat window with the generated iframe and restrict it to approved website domains.
- [Connect a LINE Official Account](https://docs.jaaxis.com/en/connect/line.md): Connect a LINE Official Account with its Messaging API credentials and the Jaaxis webhook, then verify customer messages.
- [Connect Facebook Messenger and Instagram](https://docs.jaaxis.com/en/connect/meta.md): Authorize Meta, select a Facebook Page and linked Instagram business account, and verify messages reach the Jaaxis inbox.
- [Choose and connect customer channels](https://docs.jaaxis.com/en/connect/overview.md): Choose the right Jaaxis channels, prepare prerequisites, test each connection, and manage customer conversations from one inbox.
- [Connect a WhatsApp Business account](https://docs.jaaxis.com/en/connect/whatsapp.md): Use Meta's embedded sign-up to connect a WhatsApp Business account to a Jaaxis agent and verify two-way messaging.
- [Add the Jaaxis chat widget to your website](https://docs.jaaxis.com/en/connect/widget.md): Install the Jaaxis website chat widget, allow trusted domains, hide selected pages, and choose its desktop and mobile placement.
- [Connect a Zalo Official Account](https://docs.jaaxis.com/en/connect/zalo.md): Connect a Zalo Official Account with its application credentials, callback, webhook, and authorization flow.
- [Connect Google Sheets](https://docs.jaaxis.com/en/data/google-sheets.md): Authorize Google Sheets, select a spreadsheet and worksheet, define header and key columns, and control which fields an agent may read or update.
- [Connect Shopify, WooCommerce, or Shopline](https://docs.jaaxis.com/en/data/stores.md): Connect an online store, choose allowed order actions, select products to synchronize, and verify product and order answers in Jaaxis.
- [Take over and reply to a customer](https://docs.jaaxis.com/en/inbox/human-replies.md): Pause automated replies, send a human response through the original channel, attach files, and resume a Jaaxis conversation safely.
- [Organize conversations with labels](https://docs.jaaxis.com/en/inbox/labels.md): Create manual or automatic Jaaxis conversation labels, define matching rules, and add label-specific agent instructions.
- [Manage conversations in the Jaaxis inbox](https://docs.jaaxis.com/en/inbox/overview.md): Find customer conversations across channels, filter and organize sessions, inspect messages and sources, and manage follow-up.
- [Jaaxis merchant guide](https://docs.jaaxis.com/en/index.md): Learn how Jaaxis helps your business answer customers, use your business knowledge, take bookings, and manage conversations across channels.
- [Launch your first Jaaxis agent](https://docs.jaaxis.com/en/quickstart.md): Create your first Jaaxis agent, add accurate business knowledge, test customer questions, connect a channel, and verify conversations in the inbox.
- [Create a browser action](https://docs.jaaxis.com/en/tools/browser-actions.md): Record a repeatable browser workflow, define its variables and secrets, and test when a Jaaxis agent may run it.
- [Collect structured customer information](https://docs.jaaxis.com/en/tools/collect-info.md): Create a Jaaxis tool that asks customers for structured fields such as contact details, quote requirements, or support information.
- [Troubleshoot channel connections](https://docs.jaaxis.com/en/troubleshooting/channels.md): Diagnose missing messages, OAuth cancellations, expired credentials, invisible widgets, email DNS, and third-party account conflicts.
- [Common Jaaxis questions](https://docs.jaaxis.com/en/troubleshooting/common-questions.md): Get concise answers about agent languages, knowledge, human takeover, channels, plans, Assistant access, MCP scope, and deleting data.
- [Troubleshoot knowledge and file processing](https://docs.jaaxis.com/en/troubleshooting/knowledge-files.md): Resolve rejected files, stuck processing, website discovery failures, missing answers, and conflicting Jaaxis knowledge.