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Getting Started

Everything you need to get up and running with BorgHive

What is BorgHive?

BorgHive is an AI assistant platform that helps your business reply instantly on the channels your customers already use — WhatsApp, your website, and soon Discord (coming soon).

No scripts, no complex setup. Just connect your data, choose an assistant, and let BorgHive automate conversations, capture leads, and support customers 24/7.

What can I use BorgHive for?

BorgHive can assist with customer support, lead generation, sales automation, FAQ assistance, appointment booking, internal team support, and many other use cases. If your business receives repetitive questions, BorgHive can automate them instantly.

How do I get started with BorgHive?

Getting started is easy! Sign up for a free account, choose a template that matches your use case, and follow our step-by-step setup wizard. Most users have their first agent running in under 10 minutes.

How long does it take to set up BorgHive?

Most teams launch their first agent in under 10 minutes. Choose a template, connect your data sources, and embed with a single line of code.

Do you offer a free trial?

Yes — the Free plan includes a full 30-day trial so you can explore BorgHive, connect your channels, and see real results before upgrading.

After the 30 days, you can continue using all features by choosing any of our paid plans. The free trial is available once per account.

Integration

Connect BorgHive with your existing tools and platforms

What platforms can I integrate with?

At the moment, BorgHive allows you to integrate your assistant on your website through the chat widget and also offers integration with WhatsApp for real-time customer conversations. We are actively expanding our integration capabilities, and many additional platforms will be supported soon. You can follow all upcoming updates directly in your BorgHive dashboard.

How do I add the chat widget on my website?

You can add the BorgHive chat widget in two ways:

1. Using the embed script (for any website)
After you create your assistant, go to the Deploy section in your BorgHive dashboard. Copy the provided embed script and paste it into your website’s HTML, ideally before the closing </body> tag. Once added, the chatbot will appear automatically on your site.

2. Using the official BorgHive WordPress plugin
If your website runs on WordPress, simply install the BorgHive Chatbot plugin from the WordPress plugin directory. After installation, enter your Website Chatbot ID in the plugin settings, and the widget will be instantly displayed on your site — no coding required.

How can I add an assistant on WhatsApp?

Setting up your assistant on WhatsApp is simple. Start by adding and verifying your phone number inside the Facebook Developer Console under WhatsApp → API Setup. After your number is verified, connect it to your BorgHive assistant from the WhatsApp integration section in your dashboard. Once linked, your assistant will be active on WhatsApp and ready to chat with your users.

Do I need a developer to set up integrations?

Not at all — BorgHive is designed so anyone can use it, even without technical experience. Everything is managed through an intuitive visual interface. You don’t need to write code, configure servers, or build anything manually.

Creating conversation flows, training your assistant with documentation, or customizing its behavior is as simple as filling in text fields or uploading files. All the complex AI processing happens automatically “behind the scenes.”

Even integrations are simple: adding your assistant to a website only requires pasting a small script (similar to embedding a YouTube video), and connecting WhatsApp follows a guided setup.

In short: No developers needed — any business owner, marketer, or team member can launch and manage a powerful AI assistant in minutes.

Can I use the same assistant on both WhatsApp and my website?

Yes — the same assistant can be connected to multiple channels. You can link one assistant to one WhatsApp number and also use it across multiple website widgets.

Website widgets can each have their own unique design and settings, while still using the same underlying AI assistant. This allows you to maintain a consistent knowledge base and personality across all platforms.

How do I connect multiple assistants to the same website?

You can connect multiple assistants to one website by creating separate Website Chatbot connections inside BorgHive. Each connection generates its own widget script, which you can place on the specific pages where that assistant should appear.

Keep in mind that only one widget can appear at a time on a single page, so different assistants must be assigned to different pages.

How can I use different assistants for different pages on my site?

To display different assistants on different pages, simply create multiple Website Chatbot connections — one for each assistant you want to show.

Add the corresponding script only to the pages where you want that assistant to appear. Each page can display one assistant widget, allowing you to tailor conversations based on context (e.g., support assistant on Support page, sales assistant on Pricing page).

How can I restrict where the widget appears on my website?

To show the widget on all pages, place the script in a global layout file (such as your header or footer), so it loads everywhere.

If you want the widget to appear only on specific pages, insert the script only inside the HTML of the pages where you want it visible.

This gives you full control over where each assistant is displayed across your website.

How do I remove or uninstall the widget from my site?

If you integrated the widget using the embed script, simply delete that script from your website’s HTML. Once the script is removed, the widget disappears instantly.

If you used the WordPress plugin, just deactivate (or uninstall) the BorgHive Chatbot plugin from your WordPress dashboard.

Pricing Packages

Understand how BorgHive plans work, what resources are included, and how usage is calculated.

What are the main differences between the Free, Standard, and Pro plans?

BorgHive offers three subscription tiers designed for different stages of growth and usage needs:

Free: A one-time, 30-day trial designed to let you explore the platform and test the core features before committing. After the trial ends, you’ll need to upgrade to the Standard or Pro plan to continue using your assistants without limitations.

Standard: Ideal for small businesses or teams looking for a dependable, scalable solution with professional features. This plan is suited for regular operational use and provides the stability and capacity needed for day-to-day customer interactions.

Pro: A fully customizable plan built for larger teams and businesses that require higher message volumes, multiple assistants running simultaneously, advanced AI options, and additional enterprise-level tools. Perfect for organizations that need flexibility and room to scale.

What does “message” mean in BorgHive pricing?

In BorgHive, a message represents any individual interaction that occurs within a conversation. This includes both the content sent by the user and the responses generated by the AI assistant.

Messages are counted in a straightforward way: every time a user sends a message or the AI assistant generates a reply, it is counted as one message.

Example: If a user sends one question and the AI responds once, this results in 2 messages in total.

What is an “action” in BorgHive?

In BorgHive, an action represents either an integration connected to your assistant or an advanced capability you activate for it. Actions determine how and where your assistant can operate.

There are five types of actions you can enable:

  • Integration with WhatsApp
  • Integration with the Website Chatbot
  • Attach documentation or a knowledge base to an assistant
  • Process image messages
  • Process audio messages
The Free and Standard plans include 2 actions, while the Pro plan allows you to configure additional actions based on your needs.

What is the “Real-time Assistant” option?

The Real-time Assistant is an advanced feature that allows users to interact with your AI in an instant, live conversation, similar to speaking with a real human.

This option can be enabled only when the assistant is integrated as a Website Chatbot, as real-time communication requires low latency and web-based streaming capabilities.

When activated, the assistant can:

  • Receive voice input directly from the user through a microphone
  • Respond instantly with real-time audio output
  • Provide a natural, fluid, and highly interactive conversation experience
In practice, the Real-time Assistant transforms your chatbot into a live, voice-enabled AI agent, ideal for onboarding, guided navigation, rapid support, and any scenario where fast and natural communication is essential.

What happens if I exceed my plan limits?

If you reach your message or resource limits, you’ll receive an immediate notification. You can upgrade your plan for more capacity, or rely on Pay-As-You-Go if it is enabled. With Pay-As-You-Go, extra messages are automatically sent and charged from your Wallet — ensuring your assistant never stops responding, even during peak usage.

Do unused messages roll over to the next month?

No. Unused messages do not roll over. Each plan resets every billing cycle to maintain a predictable and consistent usage structure.

Is the Free plan available multiple times?

No. The Free plan is a one-time trial available for 30 days. After it expires, you will need to upgrade to continue using the platform without limitations.

Can I change my plan anytime?

Yes! You can upgrade or downgrade your plan at any time from your account settings. Changes take effect immediately, and charges or credits are automatically prorated.

What happens when my Free trial ends?

The Free plan is a one-time 30-day trial. When it expires, your assistant may become paused or limited until you upgrade to a paid plan.

To avoid any interruption, you can set a “next month plan” while still in the Free trial. This scheduled plan (Standard or Pro) will automatically activate the moment your trial ends.

Please note that your subscription can only start successfully if you have sufficient funds in your Wallet at the time of renewal. Make sure your Wallet is funded so your chosen plan can renew without issues once your Free trial expires.

What happens when my subscription period ends?

When your subscription reaches the end of its billing cycle, the system checks whether you have a next-month plan configured.

If a next-month plan is set and your Wallet contains enough funds, your subscription renews automatically according to the selected plan.

If there are not enough funds in your Wallet or you have not selected a next-month plan, your business becomes inactive and all AI services will pause until a valid plan is selected and payment is available.

Customization

Personalize your agent's behavior and appearance

How can I train my assistant?

You can upload your business documentation, FAQs, onboarding guides, product details, or any internal knowledge directly into your assistant’s Knowledge Base. It will learn from these sources and provide accurate, context-aware answers to your customers.

Can I customize the assistant's personality?

Absolutely! You can define your assistant's tone, style, and personality in the Assistant Settings. Choose from presets or create a custom persona that perfectly matches your brand voice.

Can I set instructions or rules for my assistant?

Yes! In the Instructions panel, you can define your assistant's role, communication style, rules, and limitations. Clear instructions help your assistant stay consistent and aligned with your brand.

Can I customize how the chat widget looks?

Yes! You can fully personalize the widget's appearance — including your logo, colors, fonts, placement, branding elements, and even custom UI blocks. The design system ensures your widget always matches your brand identity and blends seamlessly into your website.

Billing

Questions about pricing, plans, and payments

What payment methods do you accept?

We currently accept payments by card (Visa, Mastercard, and other supported providers), bank transfer, and your BorgHive Wallet balance. Bank transfers are available for all customers, while subscriptions and add-ons can be paid instantly using your card or wallet.

How does the wallet work?

The Wallet allows you to add funds and use them across your entire BorgHive account. It can be used to renew monthly plans automatically or to pay for Pay-As-You-Go usage whenever your assistant sends extra messages beyond your plan. Wallet payments are instant, seamless, and prevent service interruptions, giving you full control over your spending.

How does Pay-As-You-Go work?

Pay-as-you-go activates automatically when your included messages run out but your plan is still active. As long as your Wallet has funds, each additional message is charged individually according to the assistant’s model pricing — giving you flexibility and uninterrupted service even during usage spikes.

What happens if my Wallet runs out of funds?

If your Wallet balance is insufficient for renewals or Pay-As-You-Go activity, you will receive a notification. Until funds are added, subscriptions may pause and extra messages cannot be sent. Adding balance immediately restores full functionality.

Can I view my usage and billing history?

Yes — your dashboard provides a complete breakdown of message usage, renewals, wallet transactions, and Pay-As-You-Go charges. This helps you track costs, optimize performance, and plan your scaling strategy effectively.

Troubleshooting

Common issues and how to resolve them

My agent isn't responding correctly

If your assistant isn’t giving the answers you expect, start by reviewing its training sources and instructions. Your agent generates responses based on the documentation you’ve uploaded and the guidelines you define — outdated or incomplete knowledge can lead to inaccurate replies.

Next, check your selected AI model. Different models perform differently depending on complexity, context depth, and the level of reasoning required. Choosing a more advanced model often results in more accurate and consistent answers.

You can use the Preview Mode in your dashboard to test responses in real time. If something seems off, try refining your assistant’s instructions, adjusting its tone or rules, or improving the clarity of your knowledge documents. Small adjustments can significantly enhance how your agent understands and responds to your users.

My chatbot is not responding. What should I do?

If your chatbot has stopped responding, start by checking whether your subscription plan is active. An expired or inactive plan will automatically pause all AI services.

Next, verify your available resources (messages, actions, assistants). If you’ve reached your limits for the current billing cycle, the chatbot may stop replying until resources renew.

If your plan is still active but messages are depleted, make sure that Pay-As-You-Go is enabled and that your Wallet has sufficient funds. When both conditions are met, additional messages will be processed normally.

Finally, check that your assistant is active inside your BorgHive dashboard. If the assistant is paused, disabled, or not linked to the correct integration (website widget or WhatsApp), it will not respond.

After reviewing these steps, test your chatbot again. If the issue persists, feel free to reach out through our support page.

The chat widget isn't appearing on my site

If your widget isn’t showing, first check the integration method you're using.

• If you installed the widget using the script:
Make sure the embed code is correctly placed either in the <head> section or right before the closing </body> tag. Verify that your website does not block third-party scripts and check your browser console for any JavaScript errors.

• If you’re using the WordPress plugin:
Ensure the BorgHive plugin is installed and activated, that the correct Website Chatbot ID is configured, and that no caching plugin is preventing the widget from loading.

If the widget still doesn’t appear, try clearing your browser cache or testing in an incognito window. Should the issue persist, feel free to contact our support team for assistance.

How do I export conversation data?

Conversation export is handled individually for each Website Chatbot. This means you can download the full conversation history specific to the chatbot you’re managing, keeping your data organized and easy to analyze.

To export your data, open your dashboard and go to the Analytics section of the chatbot you want to review. There, you’ll find the Export option, which allows you to download conversations in either Markdown or JSON format — depending on what works best for your workflow and reporting needs.

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