Steps to create your first chatbot with DocuChat.
As technology advances, the top concern stays the same: **data privacy and security**. Technology thrives on the knowledge of everything including people, and while that makes it powerful, it also raises a few questions:
The European Union has long had data protection regulations, but in 2016 they overhauled their approach with **GDPR (General Data Protection Regulation)** to better protect the rights of citizens in the digital world.
So does GDPR requirements apply to your chatbots? Yes! Your chatbots also need to comply with GDPR, provided you do business with EU/EEA citizens involved.
## What is GDPR? And why does it apply to your chatbots?
GDPR is an EU Regulation focused on data protection and privacy. Its purpose is to ensure that the collected personal data is handled securely and to prevent any use that might happen without consent of the individual. With this regulation, EU/EEA citizens have full control over their information.
**GDPR applicability is determined by two main factors.** The regulation applies to your business if either:
1. Your company is based in the European Union, OR
2. Your business collects or processes personal data from individuals located in the EU, regardless of your company's location
If you do not comply to GDPR despite meeting these criteria, it can result in severe consequences, including substantial fines(millions or billions of euros depending on the penalty), criminal charges, or a combination of both and more, as outlined in the [**official text of the GDPR**](https://eur-lex.europa.eu/eli/reg/2016/679/oj/eng).
## GDPR Requirements for Chatbots
The GDPR provides a set of what it calls **principles** that need to be fulfilled by your chatbots. These principles and requirements form the legal rules you need to follow to be compliant with GDPR.
Here are the most relevant principles and requirements for your chatbots:
### 1. Lawfulness, Fairness, and Transparency
Information that you provide to the public or your users must be easily accessible and use clear, plain language. Processing must be lawful, fair, and transparent to the data subject. You must not hide any aspect of what you're doing, especially regarding their data processing activities.
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Your chatbot must clearly inform users that they're interacting with an AI, explain how their conversation data is processed before collecting any personal information. The chatbot's privacy policy should be easily accessible and written in clear language.
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### 2. Purpose Limitation
Personal data must be collected for specified, explicit, and legitimate purposes. Data cannot be further processed in a manner incompatible with those purposes, except for archiving purposes in the public interest, scientific/historical research, or statistical purposes.
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If your chatbot collects user data (like conversation history or contact information), you must specify exactly how this data will be used - whether for improving responses, analytics, or customer support. The data cannot be repurposed for other uses without new consent. **Remember, using customer conversations to train AI models is considered a separate purpose and requires explicit user consent. This applies to both:**
- Your own AI model training activities
- Third-party AI providers used by your chatbot provider, who might use the data to improve their models
When selecting an AI model provider, ensure they:
- Offer clear documentation about their data usage policies
- Provide options to opt out of model training
- Allow you to maintain GDPR compliance through appropriate data processing agreements
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### 3. Data Minimisation
Personal data must be adequate, relevant, and limited to what is necessary in relation to the purposes for which they are processed. Only collect and process data that is essential for your stated purposes.
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Your chatbot should only collect information that's necessary for its function. For example, if the chatbot provides product support, it shouldn't ask for personal information beyond what's needed to resolve the user's query.
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### 4. Storage Limitation
Personal data should be kept in a form that permits identification of data subjects for no longer than necessary for the purposes of processing. Data may be stored for longer periods only for archiving purposes in the public interest, scientific/historical research, or statistical purposes.
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Implement automatic data retention policies for chat histories and user data. Define clear timeframes for how long personal data will be stored and ensure automatic deletion when that period expires.
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### 5. Integrity and Confidentiality
Personal data must be processed in a manner that ensures appropriate security, including protection against unauthorized or unlawful processing and against accidental loss, destruction, or damage. This requires using appropriate technical or organizational measures.
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Ensure your chatbot platform uses secure protocols (HTTPS), encrypts data in transit and at rest, and implements access controls for conversation histories. Choose platforms that offer proper security certifications.
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### 6. Transfer of Data to Third Countries
GDPR has strict rules about transferring personal data outside the European Economic Area (EEA). Data can only be transferred to countries that provide an "adequate" level of data protection, as determined by the European Commission, or when specific safeguards are in place.
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If your chatbot uses AI models or servers located outside the EEA, you must ensure:
- You have a valid legal basis for the transfer (like Standard Contractual Clauses)
- The recipient country provides adequate data protection
- Users are informed about potential international data transfers
- Technical measures are in place to protect data during transfer
Or even better, you can host your AI models and servers in the EU to avoid any issues with GDPR.
::
This is particularly important for chatbots using cloud-based services or US-based AI models like those from OpenAI (GPT models) and Anthropic (Claude models). Always verify where the AI models are hosted and where your chatbot's data is processed and stored.
## How to Create a GDPR Compliant Chatbot
Easy! [**DocuChat**](https://www.docuchat.io) has everything you're looking for. Here's why:
1. DocuChat is offered by a **UK-based company**, DocuChat AI Limited, based in United Kingdom.
2. All the **data is processed in the EU**, in our servers in Frankfurt, Germany.
3. We offer the state-of-the-art **AI models from OpenAI, Anthropic, and others, all of which are hosted in the EU**. For OpenAI, you can use our Azure OpenAI integration to host the models in the EU. For others, we already host them in our Frankfurt, Germany servers so you don't have to worry about anything.
4. We offer a simple **option in your organization settings** to enforce data residency in the EU. This restricts chatbot settings that could potentially cause data to be processed outside of the European Union. When enabled:
- Administrators will be prevented from selecting AI models hosted outside the EU.
- Features that may transfer data to non-EU regions will be disabled.
5. **Data protection, privacy, and security are priority-zero for us**. We offer end-to-end encryption for all data in transit and at rest, and we use industry-standard security measures. And we choose all our sub-processors carefully to ensure the highest standards of security and data protection. For an overview of our security measures, you can **read more in our [Trust Center](https://www.docuchat.io/trust).**
Give [**DocuChat**](https://www.docuchat.io) a try now on our free plan and create your own GDPR Compliant Chatbot with ease. No credit card required!
---
Source: https://www.docuchat.io/blog/best-chatbot-ideas-2025
---
title: '10 Best Practical Chatbot Ideas for 2025'
description: 'Discover how you can carry your business to the future with chatbots! Find the one that is meant for you.'
date: '2025-02-05'
image: '/images/chatbot-ideas/idea.jpg'
image.alt: 'A futuristic lightbulb with ai ideas around it in holograms'
---
## What is a Chatbot?
A chatbot is an AI-powered tool that simulates real conversation with human users. These chatbots are trained on the content you choose and provide their users with accurate, high-quality answers.
By building chatbots tailored to your business, you can access several services that improve the overall experience for you and your customers. These services include, but are not limited to, automation of workflows, specialized customer support, and personalized suggestions for customers.
But what kind of chatbots are there? Well, we've compiled a list of chatbot ideas that showcase the most practical and trendy uses of chatbots in 2025.
Take a look and find the chatbot that will carry your business to the future!
## 10 Best Practical Chatbot Ideas
### 1. Customer Service Chatbots
Customer Service chatbots are like store assistants, greeting you and offering help once you enter the store. As such, Customer Service chatbots are capable of **answering queries, resolving issues, and providing support to clients 24/7**. These chatbots can also guide your customers through basic troubleshooting steps or redirect them to a human agent if the issue is beyond their range of service.
You've probably come across these chatbots as they are one of the most popular chatbot ideas businesses use, especially in the retail industry!
H&M Customer Service Chatbot
An example of this chatbot idea could be given from H&M’s website, where they have a Customer Service chatbot that helps customers track orders, find products, and answer common questions, saving time for both customers and employees. ### 2. E-commerce Chatbots These chatbots are also like store assistants. The difference between them and Customer Service chatbots is that instead of troubleshooting, E-commerce Chatbots are focused more on **giving customers an improved shopping experience**. These chatbots are specialized in finding the products a customer is looking for and making recommendations based on previous preferences. It's like having a shopping buddy who knows everything and makes shopping way easier! Features like personalized discounts and reminders for items in abandoned carts can also belong in E-commerce Chatbots list of capabilities. These little nudges motivate customers to continue shopping. Sephora shows a perfect example of this chatbot idea. Their E-commerce chatbot on Facebook Messenger helps users discover makeup products, book appointments, and get beauty tips, driving sales and engagement effortlessly. ### 3. Lead Generation Chatbots Lead Generation chatbots are exactly as they sound. These chatbots' main purpose is to generate leads by gathering information about their clients. They often **engage users with interactive questions, collecting data** to later then observe. By doing this, **Lead Generation Chatbots aim to help businesses make decisions about products or move in a certain direction** that fits their clients and is most beneficial. This way, business can focus on what draws clients.
A Lead Generation Chatbot Example powered by Drift*
*image taken from [**Drift's own video on YouTube**](https://www.youtube.com/watch?v=yf9dvrMECnY&ab_channel=Drift) Here's an example for this chatbot idea: Salesloft Drift’s chatbot is a popular tool for B2B companies to capture leads on their websites and schedule meetings with sales teams. ### 4. Educational Chatbots **Educational chatbots assist students by acting as a teacher**, explaining concepts and providing answers tailored to a student's needs. Educational chatbots offer personalized studying techniques, resources, summarizations of textbooks, and even generating quizzes for students to practice. These chatbots can also make administrative tasks for teachers a lot easier. With an Educational chatbot, you could have a private tutor that posesses infinite patience! Duolingo’s chatbot is a great example for this chatbot idea! This Educational chatbot helps users practice language skills through conversational simulations, making learning interactive and engaging. ### 5. Medical Chatbots Medical chatbots provide **health-related information, symptom checking, appointment scheduling, and medication reminders**. They can also triage patients and direct them to appropriate care. I recently contacted a veterinarian on JustAnswer to ask about my bird who's having some issues, and I was first directed to a chatbot. This chatbot asked me questions about my bird and then connected me to a veterinarian. The chatbot, having gathering the basic information, saved the veterenarian a significant amount of time where they would've had to spend asking me generic questions. But with the help of a chatbot, this process was easily automated, ensuring a smooth transfer for me and the vet!
JustAnswer's Medical Assistant Chatbot
### 6. HR Chatbots In recent years, when you apply for a job, the chances you will be talking to a human is unlikely. The first couple of screenings are now usually done by HR Chatbots that interact with the applicants and grade their assessment if there is one. Then after eliminating a few, they bring the list of applicants to HR, who then continue the process themselves. Aside from recruiting, HR chatbots also **answer employee queries and assist new employees with onboarding**, saving HR some time to focus on other matters. Just like most chatbots, they can also redirect to a human agent in HR if the chatbot is insufficient in fixing a problem.
Wells Fargo HR Chatbot powered by DocuChat
This HR Chatbot powered by DocuChat provides you with all the information you need to know about working at Wells Fargo. ### 7. FAQ Chatbots FAQ chatbots are similar to Customer Service chatbots but are **for businesses that don't need as many features**. These chatbots have a more narrow scope, designed to only answer frequently asked questions instantly, and not much else. They are commonly integrated into websites and apps. ### 8. Mental Health Support Chatbots These chatbots focus on **providing mental support to users, suggesting personal coping strategies and mindfulness exercises.** Users that are anxiety-ridden, or in depression can benefit from a chatbot that is trained to handle all situations. It's important to note we **cannot** consider Mental Health Support chatbots as replacements for therapists as humans are the only ones that can truly empathize. However, when it's too hard for people to reach out to their loved ones during hard times, it is easier to talk to a chatbot who can provide instant assitance and some advice. Woebot is a prominent name that specializes in this field, aiming to increase access to mental health support with their chatbots.
Woebot's Landing Page
Character.ai, a platform of roleplaying character chatbots, is also used in this way quite a lot, especially by teens, who use their favorite media characters to feel safe and open up. ### 9. Legal Assistant Chatbots Many people need help understanding legal terms. Legal chatbots help users do just that and more! These chatbots can **draft needed documents, explain your situation and find relevant legal resources to your inquiry**. Provided they're embedded in the such platform, they can also connect users with lawyers for better advice on more complex issues.
DoNotPay's Landing Page
An example for this chatbot idea made real would be DoNotPay, known as the “robot lawyer”. DoNotPay helps users contest parking tickets, file claims, and even draft legal documents like NDAs like mentioned. ### 10. Survey (Feedback) Chatbots Survey chatbots **gather feedback from customers through surveys and/or interactive conversations**. These statistics and reviews can later be used to evaluate customer satisfaction and take steps in the right direction to improve business' methods. Typeform’s chatbot engages users in conversational surveys, making the feedback process more engaging and less tedious than traditional forms. ## How to Create a Chatbot? If you've decided on a chatbot idea, you've taken the first step! Next step is finding a platform to build your chatbot with ease. [**DocuChat**](https://docuchat.io) is a **user-friendly** platform that enables you to create intelligent chatbots. All you need to do is to upload the documents(websites, youtube videos with captions are also accepted) you want to train your chatbot on. DocuChat also offers many advanced settings **to tune your AI**, giving you the option to tailor it to your business' needs. With DocuChat's **analytics tools**, you can track and analyze your chatbot's performance, user interactions, and engagement metrics. You can check out the free demos of DocuChat-Powered Chatbots [**here**](https://www.docuchat.io/#demo)! Give [**DocuChat**](https://www.docuchat.io) a try now on our free plan. No credit card required! --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.3.0 --- title: 'Changelog - v2.3.0' description: 'Expanded document support, faster chat responses, and improved processing. New audio, video, Excel, and website capabilities added.' date: '2023-09-01' --- ::callout{icon="i-carbon-information"} From now on, we will release changelogs about what we've been up to lately. We're working hard to improve DocuChat every single day. And we want you to be timely informed about changes. Here is what's changed in this version. :: ## ✨ New - **New document types:** We've added *audio, video, and Excel* files. We also now support *websites*, so that you can add a wep page along with its sub-pages. We've unfortunately deleted YouTube video support until we fix issues with the YouTube API. ## 🛠️ Improved - **Faster chat response times:** You should notice a significant improvement in the response times of chatbots (streaming starts around 1-2 seconds as opposed to 6-7 seconds). - **Better document processing:** We now analyze your documents faster and more accurately. You should notice an improvement in chat response quality. ## 🐛 Fixed - **Chatbot answer failures:** We've fixed two bugs that caused chatbots to sometimes fail to answer questions. - **Sign in issues:** We've fixed a bug that caused some users to get stuck in sign in page after entering their credentials. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.3.5 --- title: 'DocuChat v2 is out of beta!' description: 'Official v2 release with improved UI, chat interface, YouTube video support, and HelpBot. Legacy version still accessible for v1 users.' date: '2023-09-11' --- ::callout{icon="i-carbon-checkmark-filled"} We're thrilled to announce that v2 is now out of beta and has been officially released! This is a major milestone for us and we couldn't have done it without your support and feedback. Thank you! - For our v1 users, you can still access the legacy version at [legacy.docuchat.io](https://legacy.docuchat.io). - For our v2 beta users, you've been automatically migrated to the stable version. Don't worry, your beta share links will work the same as we've redirected them to this domain. :: ## What's new in this release? - **Better UI Layout** - You now have *Teams* menu on the left to make things easier for admins to manage their teams. - **Better Chat UI** - We've made the chat UI more intuitive and easier to use. The input field is now fixed at the bottom of the screen. You can ask the bots to stop generating the answer at any time. You can also copy answers by clicking on the copy icon. - **YouTube Videos** - You can now add YouTube videos to your documents. Just paste the YouTube link and we'll automatically extract its transcription for you. - **HelpBot** - You'll find a chatbot in the *Support* menu that can help you with any issues you're having with DocuChat. - **Bug Fixes** - We've fixed a lot of bugs and improved the overall performance of DocuChat. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.4.0 --- title: 'Changelog - v2.4.6' description: 'New features: Convert to Chatbot, Markdown support, Community Chatbots, and question limits. Improved answers and source formatting.' date: '2023-09-27' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Convert to Chatbot**: Added a new *Convert to Chatbot* action to the documents page. This action will convert your document into a chatbot, allowing you to start conversing with your chatbot in a single click. - **Markdown Support**: You can now upload .md files as documents. - **Community Chatbots**: Community chatbots will now display on your *Chatbots* page as a tab. - **Chatbot Question Limits**: You can now set a limit to the number of questions a chatbot can be asked in a month. This is useful for chatbots that are meant to be made public. ## 🛠️ Improved - **Better Answers**: Slightly changed our prompt to provide better answers and less "I don't know" responses. - **Source Formatting**: Improved how the content of citations look in chatbot answers. - **Copying Answers with Citations**: When you copy an answer with citations, the citations will now be copied as well. - **Faster Loading**: We've made some improvements to the loading speed of the app. ## 🐛 Fixed - **Mobile**: Fixed an issue where the chatbot answers overflowed the screen on mobile devices. - **Chatbot Avatars**: Fixed an issue where the chatbot avatars were not being displayed. - **Page Transition Effect**: We've noticed some of you have been experiencing crashes during page transition effects. As much as we love creating a smooth UI experience for you, we've decided to remove the page transition effect to prioritize stability. - Fixed several other bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.4.6 --- title: 'Changelog - v2.4.6' description: 'Added support for CSV, audio, and video files. Improved social media link previews with Open Graph tags. Fixed team invite issues.' date: '2023-09-27' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **CSV Loader**: You can now upload *.csv* files as documents. Most platforms allow you to export your data as *.csv* files, so this is a great way to import your data into DocuChat. - **Audio and Video Loaders**: We've fixed the issues with our transcription service and have brought back audio and video uploads. - **Open Graph Tags**: Nevermind the fancy name, this just means that when you share a DocuChat link or a link to your chatbot on social media, the link will have a title, description, and image (so it looks nice). ## 🐛 Fixed - **Team Member Invites**: Fixed a bug preventing organization users invited via email from joining the organization. - Fixed several other bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.5.0 --- title: 'Changelog - v2.5.0' description: 'Consolidated services for improved reliability. Added self-service password reset. Faster loading with server-side rendering.' date: '2023-10-18' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Consolidated Services**: This is technical, but we think it's important. We've brought a number of core services in-house, which means that we can now offer an more reliable and faster experience. This is also a big step towards our "security first" approach to product development. - **Password Reset**: You can now reset your password yourself. Simply click the "Forgot Password" link on the sign in page or "Reset Password" button on the settings page. ## 🛠️ Improved - **Even Faster Loading**: In our chat and embed pages, we now use a technology called 'server-side rendering'. This simply means that the page loads almost instantly, even on slow internet connections. - **Links in Chatbot Responses**: The links provided by chatbots now open in a new tab so that you don't lose your place in the conversation. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.5.1 --- title: 'Changelog - v2.5.1' description: 'Improved answer quality and context awareness. New copy actions and billing portal. Reduced "I do not know" responses.' date: '2023-10-25' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Better Answers**: We've overhauled our prompt used to generate answers. The new prompt is more accurate and generates better answers. - **Copy Actions**: We moved copy message button to the bottom of chatbot messages. And you can now copy messages with or without sources, as you wish. - **Billing Portal**: You can now manage your billing and subscription via our billing portal. Simply click on the 'Manage Your Billing' button in the settings page to get started. ## 🛠️ Improved - **Less I Don't Know Answers**: The new prompt also generates less 'I don't know' answers. Even when documents do not contain a direct answer to a question, the chatbots will try to be useful by providing indirectly relevant points from the documents. - **Context Awareness**: The chatbots are now more aware of the context of your documents. They will have access to all the metadata of your documents, and will be able to use it to generate better answers. ## 🐛 Fixed - Fixed an error that caused the app to crash in chat and embed pages. - Fixed a post-checkout bug that caused the app to fail fetching user chatbots. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.5.5 --- title: 'Changelog - v2.5.5' description: 'Introduced custom AI instructions, answer feedback, suggested questions, and chat improvements. Enhanced team member management.' date: '2023-11-08' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Custom AI Instructions**: You can now add custom instructions to your chatbot. These instructions will be used to guide the AI of your chatbot in answering questions. - **Answer Feedback**: You can now provide feedback on chatbot answers by clicking the thumbs up or thumbs down button at the bottom of chat messages. This will help us improve the quality of answers in your chatbot. - **Suggested Questions**: You can now add suggested questions to your chatbot. These questions will be displayed to your visitors when they open the chatbot, which can help them get started. You can add **custom questions** or we can **auto-generate** them for you. - **Question Placeholder**: You can now customize the placeholder text for the question input in your chatbot (default was "What is your question?"). - **Restart Conversation**: Click on the restart button at the top of the chat to restart the conversation from the beginning. - **Share Conversation**: Click on the forward button at the top of the chat to share the whole conversation via email. - **Team Member Status**: You can now see in the Team page whether an invited member over email has joined your organization or not. ## 🛠️ Improved - **Auto-scroll**: Improved the auto-scroll in chat, which should now feel more natural. - **Chat Message Sender Names**: We deleted the names of the chat message senders to make the chat more compact. - **Unavailable Chatbots**: We will no longer display unavailable chatbots in our Community Chatbots page. - **Chatbot Language Field**: We have deleted the language selection for chatbots to simplify the chatbot creation process. That field had no effect on the actual language used by your chatbots and was only used to filter them in our Community Chatbots page. - **Password Reset for Anonymous Users**: Anonymous users can also ask for a password reset now. Their reset email will be sent to the email address they used to sign up. ## 🐛 Fixed - We now have an improved error handling system that will help us fix bugs even faster. - Fixed several other bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.5.8 --- title: 'Changelog - v2.5.8' description: 'Upgraded to latest OpenAI models: GPT-3.5 Turbo with improved instruction following and GPT-4 Turbo with enhanced capabilities.' date: '2023-11-14' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: You might have heard that OpenAI has recently released several new features and AI models. The purpose of this interim release is to update our AI models to the latest versions announced by OpenAI. - **GPT-3.5 Turbo**: New version of GPT 3.5 Turbo offers improved instruction following. This means you should now need to use GPT-4 less often and experience less issues with your chatbots in general. - **GPT-4 Turbo**: GPT-4 Turbo is more capable in all aspects and has knowledge of world events up to April 2023. It also offers better performance and speed. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.5.9 --- title: 'Changelog - v2.5.9' description: 'Added analytics, chat widget, and improved web page crawler. Enhanced language consistency in chatbot responses.' date: '2023-12-12' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: This is an interim release, which means that we're working on a bigger release that will be rolled out in the coming weeks. Stay tuned for more updates! ## ✨ New - **Analytics**: This has been one of the most requested features, and we're happy to announce that it's finally here! You can now view analytics for your chatbot, including the number of users, messages, and more. You can also view analytics data for your chatbots and export them in CSV for further analysis. - **Chat Widget**: You can now embed chatbots on your website as a chat widget (as a chat bubble). Just enable embed option for your chatbot and copy an paste the script tag on your website. ## 🛠️ Improved - **Language Consistency**: We've noticed chatbots have been using inconsistent language in their responses lately. This has long been an issue with GPT models, but we think we've finally found a lasting solution: There is now a pre-processing step where we identify the language of the question and remind the model to use the same language in its response. - **Web Page Loader**: We know our web page loader has not been the best. We've been testing a new loader and will roll that out soon. Meanwhile, we've made some improvements to the existing loader to make it more consistent and reliable. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.6.0 --- title: 'Changelog - v2.6.0' description: 'Introduced hybrid search, improved chat widget, and updated web scraper. New landing page and revised GPT-4 pricing structure.' date: '2023-12-25' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Hybrid Search**: So far, we have been using what's usually called "semantic search" to find the most relevant chunks of your documents for a given question. This method is very accurate overall, but it starts to fail in accuracy when the user is asking about a very specific topic or a term (imagine the user is asking about a specific term in your software guidelines). We now also support "keyword search", which is much more accurate in these cases. The best part is that you can use both search methods at the same time, i.e. "hybrid search". **Hybrid search is default in all new chatbots but for your current chatbots you can enable it in their answer settings**. - **New Landing Page**: We've updated our landing page to better reflect our product and its features. Check it out at [https://www.docuchat.io](https://www.docuchat.io). - **GPT-4 Pricing**: We've updated our pricing to reflect our new pricing for GPT-4 queries. **Going forward, GPT-3.5 will consume 1 credit per message, while GPT-4 will consume 15 credits per message.** ## 🛠️ Improved - **Improved Chat Widget**: We've made several improvements to the chat widget. It now loads faster and is more reliable. ## 🐛 Fixed - Fixed an issue that caused our analytics page to crash. - Fixed an issue that prevented us from parsing certain PDF files. - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.6.1 --- title: 'Changelog - v2.6.1' description: 'Implemented reranking for improved answer accuracy. Added year selection option in analytics. Various bug fixes and improvements.' date: '2024-01-08' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Reranking**: We did not stop at hybrid search in the last update. We now also utilize a technique called "reranking" to further improve the accuracy of our answers. Reranking is a technique where we use a second AI model to re-rank the chunks of information found in your documents. This improves accuracy by about at least 15%, but adds a few seconds to the response time. **Reranking comes disabled by default but you can enable it in the answer settings of your chatbots.** ## 🛠️ Improved - **Analytics**: We've added the option to select the year when viewing the analytics page. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v2.6.2 --- title: 'Changelog - v2.6.2' description: 'Introduced EU-based AI models and DocuChat Evals. Improved chat widget styling. Enhanced overall system performance and stability.' date: '2024-01-22' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: This is mainly a quality of life update. We've made a lot of improvements to how our systems work behind the scenes and also consolidated almost all of our micro-services in our own data center. What this means for you is that we can now process your requests much faster and the overall stability of DocuChat has greatly improved. We've also made some improvements to the widget and the chatbot builder. ## ✨ New - **EU-based AI Models**: We now have AI models hosted in the EU. We are rolling out our EU-based "embeddings model" with this update and will be rolling out the EU-based completion models in the coming weeks. This simply means your data will not leave the EU when you use DocuChat and you will still get the same great performance as US-based models. - **DocuChat Evals**: Working with AI models can be a bit tricky. That is why we've developed an internal evaluation framework to test out our AI models and prompts to make sure we can quantify model and configuration performance. This is a huge step forward for us and will allow us to make better and rapid decisions on how to improve answers and the overall performance of DocuChat. ## 🛠️ Improved - **Embed Chat Widget**: We've overhauled the styling of our chat widget embeds. Your chat widgets will now look much better and more consistent across different screen sizes. Also, the image to show in the chat bubble can now be your chatbot's avatar. For existing embeds, you should re-copy the embed code from DocuChat to change the image. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.0.0 --- title: 'Introducing DocuChat 3.0' description: 'Major update with redesigned UI/UX, dark mode, enhanced widgets, customizable AI, improved document upload, and advanced analytics.' date: '2024-04-07' --- ::callout{icon="i-carbon-lightning"} We are thrilled to announce the release of DocuChat 3.0, a major update that brings a host of exciting new features and improvements to enhance your experience. This release is a testament to our commitment to continuously innovate and deliver the best AI-powered conversational platform. Let's dive into what's new! :: ## ✨ New - **Reimagined UI/UX**: We have completely redesigned the DocuChat interface from the ground up. The new UI/UX is more intuitive, visually appealing, and easier to navigate. - **Dark Mode**: We know many of you love dark mode, and we've listened. DocuChat 3.0 now supports a sleek dark mode theme. - **Enhanced Chat Widgets**: Our chat widgets have received a major upgrade. You can now maximize the chat window for a full-screen experience and customize the CTA header to grab your users' attention. - **Customizable AI**: You can now replace our default system prompt with your own, giving you full flexibility over your chatbot's behavior. Additional, you are now able to customizable temperature settings for AI models. - **Reimagined Document Upload**: We have streamlined the document upload process, combining all file formats into a single 'file' category. For websites, you can now select specific linked pages to include in your documents, even allowing sitemaps for comprehensive coverage. - **Powerful Analytics**: Gain deeper insights into your chatbot's performance with our enhanced analytics page. Access a wealth of stats and graphs, including usage trends, chatbot engagement metrics, and sentiment analysis. - **Data Residency Enforcement**: For organizations with strict data compliance requirements, we've introduced an "enforce data residency in the EU" setting. When enabled, it ensures that all data processing and storage remains within the European Union by, for instance, disabling the use of US-based AI models (e.g. GPT-4). - **Chat Export**: Easily share your conversations with the new chat export feature. Convert any chat into a beautifully formatted Word document with just a few clicks. ## 🛠️ Improved - **Performance Optimizations**: Behind the scenes, we have made significant optimizations to enhance the overall performance and stability of DocuChat. Experience faster response times and smoother interactions. ## 🐛 Fixed - **Bug Fixes**: We have squashed numerous bugs and resolved issues to provide a more reliable and error-free experience. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.0.5 --- title: 'Changelog - v3.0.5' description: 'Added admin notes, dark mode color options, and custom CSS support. Improved conversation starters and scroll behavior.' date: '2024-04-25' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Admin Notes**: You can now add internal notes to your chatbots for reference or collaboration. These notes are only visible to admins and can be used to document important information or instructions. - **Dark Mode Color**: We've introduced a new color option for dark mode, allowing you to customize the chat interface's appearance in dark mode to match your brand colors. - **Custom CSS**: You can now add custom CSS in your organization settings to further customize the appearance of the chat interface in dedicated chat pages, iFrame embeds, or chat widgets. ## 🛠️ Improved - **Conversation Starters**: Conversation starters will now adapt to screen size to avoid overlapping with the chat widget. - **Better Scroll Behavior**: We've improved the scroll behavior in the chat window to provide a smoother and more intuitive experience. ## 🐛 Fixed - Fixed an issue that prevented reporting negative feedback details in the chat interface. - Fixed several other bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.1.0 --- title: 'Changelog - v3.1.0' description: 'Introduced Google Drive integration for syncing folders to document library. Various bug fixes and system improvements.' date: '2024-07-13' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Google Drive Integration**: You can now sync folders from Google Drive to your document library and use them in your chatbots. And any changes you make to the synced folders in Google Drive will be reflected in the document library. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.1.5 --- title: 'Changelog - v3.1.5' description: 'Added support for latest AI models from OpenAI, Anthropic, Mistral, and Meta. Improved analytics with new metrics and filters.' date: '2024-08-30' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### AI Models The focus of this release is **support for the latest AI models from OpenAI, Anthropic, Mistral, and Meta**. Based on these new models, we've also updated our question credit system to be more accurate and fair. More specifically, we've scaled the question credits to be more in line with the cost of the models. **You now have twice the question credits you used to 🎉**, which means you get **10,000 questions per month in the Pro plan with GPT-4o mini** (the most cost-efficient model available). The full model list is now as follows: | Provider | Model | Credits/Question | Intelligence | Speed | Cost Efficiency | Hosted In | Available In | |----------|-------|------------------|--------------|-------|-----------------|-----------|--------------| | OpenAI | GPT-4o mini | 1 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸* | Pro, Essential | | OpenAI | GPT-4 Turbo | 25 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | 🇺🇸* | Pro | | OpenAI | GPT-4o | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇺🇸* | Pro | | Mistral | Mistral Large 2 | 8 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Anthropic | Claude 3 Haiku | 1 | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇪🇺 | Pro, Essential | | Anthropic | Claude 3.5 Sonnet | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Meta | Llama 3.1 | 1 | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸 | Pro, Essential | \* Hosted in EU when using Azure OpenAI integration in the Enterprise plan, otherwise hosted in US. We are especially excited about Claude 3.5 Sonnet. This marks a significant milestone as it's the first top-tier AI model we can offer with complete EU data residency to all our users, without requiring Azure OpenAI integration in the Enterprise plan. Please do enjoy the end-to-end data residency within the European Union, without sacrificing on quality. ::callout{icon="i-carbon-chart-river"} As we are rolling out our new question credit system, we have zeroed out all question credits for all users. This means you get extra credits for free until the end of your billing period. :: ### Analytics We've added two powerful new metrics to our analytics dashboard: 1. **Average Handling Time (AHT)**: This metric reveals the duration between a user's initial message and the AI's final response in a chat session. 2. **CTA Click Rate**: This shows the percentage of users who engage with Call-to-Action buttons during chat sessions where they've interacted with the AI at least once. To give you more control over your data analysis, we've also introduced filtering options: - **Chatbot Filter**: Analyze data for specific chatbots, allowing for targeted improvements. - **Date Range Selector**: Easily compare data across different time periods by selecting specific months to view. ## 🛠️ Improved - **Google Drive**: Improved stability and notifications for the Google Drive integration. - **Concurrent Chatbot Editing**: Improved handling of simultaneous chatbot edits by multiple users. Now, when you save your changes on a chatbot, we will only apply your changes to the chatbot and not overwrite the changes made by other users. However, we still prioritize the latest changes, which means if another user and you edit the same property of a chatbot, the latest change will be applied to that property. ## 🐛 Fixed - Fixed several bugs and issues. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.10.0 --- title: 'Changelog - v3.10.0' description: 'Multi-language UI localization, GPT 5.2, Claude Opus 4.5, Llama 4 Scout, GTM integration, and batch upload improvements.' date: '2026-03-04' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Multi-Language UI The app interface is now available in **6 languages**: English, German, Spanish, French, Italian, and Portuguese. This includes: 1. **Per-Chatbot Language Settings**: Choose the language for each chatbot's interface independently. 2. **Widget Locale Support**: Embedded widgets automatically adapt to the configured language. 3. **Organization-Level Language Preferences**: Set a default language for your entire organization. ### GPT 5.2 New flagship OpenAI model with enhanced capabilities. GPT 5.2 offers improved reasoning and response quality at 18 credits per question. ### Claude Opus 4.5 New Anthropic model, EU-hosted for full data residency compliance. Claude Opus 4.5 delivers top-tier intelligence with the privacy guarantees of EU-based processing. ### Llama 4 Scout New Meta model via Groq for fast, cost-effective responses. Ideal for high-volume use cases where speed matters most. ## 🛠️ Improved - **Batch Upload Limit**: Increased from 50 MB to 100 MB, allowing you to upload larger document sets in a single batch. - **Document Embedding Performance**: Large documents now process faster with batched inserts, reducing wait times for document processing. - **Google Drive**: Added disconnect/reconnect capability, real-time processing status indicators, and increased sync limits. ## 🐛 Fixed - **Conversation Starters**: Fixed generation errors and deletion issues that were preventing proper conversation starter management. - **Document Deletion**: Resolved foreign key constraint error that could occur when deleting documents with associated data. - **Document Processing**: Fixed reading loop caused by whitespace and corrupted text in certain document formats. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.11.0 --- title: 'Changelog - v3.11.0' description: 'Website crawling, Stripe payments, in-app plan management, admin dashboard overhaul, Google Drive sync reliability, and Claude 4 model upgrades.' date: '2026-03-26' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Website Crawling DocuChat can now crawl websites directly as a content source. Point a chatbot at a URL, choose the crawl depth, and let DocuChat discover and ingest pages automatically. Includes LLM-powered filtering to keep only the pages relevant to your topic. ### Stripe Payments Stripe is now the primary payment provider for DocuChat. Upgrades, downgrades, and trial conversions all run through Stripe with hardened webhook handling and improved invoice reliability. Existing customers on the previous provider continue uninterrupted while we migrate. ### In-App Plan Management Change your plan, switch billing intervals, and update payment methods directly from the Settings page. No more emailing support to upgrade or downgrade. Includes payment security hardening across the entire billing flow. ### Admin Dashboard Overhaul The admin dashboard has been fully rebuilt with a faster, cleaner interface. Better filtering, clearer plan management, and accurate cost attribution across organizations. ### Claude 4 Model Family Upgraded to the latest Anthropic models. Claude 3.5 Sonnet is now Claude Sonnet 4.5, Claude 3 Haiku is now Claude Haiku 4.5, and Claude 3 Sonnet is now Claude Sonnet 4. Newer Bedrock models use EU inference profile IDs for full data residency. ## 🛠️ Improved - **Google Drive Sync Reliability**: Major reliability overhaul of the hourly sync, with better error recovery, clearer status reporting, and the ability to enable Drive sync independently per organization. - **Multi-Org Membership**: Adding existing users to an additional organization now works correctly. Org role is propagated to analytics handlers so cross-org members see the right data. - **Org Switcher**: New Settings-page card for switching between organizations, visible to every role instead of just admins. - **Batch Uploads**: A single summary toast replaces the per-document toast flood when uploading many files at once. - **Hardened Deploy Pipeline**: Internal deploy automation now includes health checks and automatic rollback for safer releases. ## 🐛 Fixed - **Citation Links in Embed**: Citation links in the chat embed no longer render broken when content references are malformed. - **Org Membership Crash**: Resolved a crash that affected users belonging to multiple organizations when loading membership data. - **Stripe Portal Return**: The "Return to DocuChat" link from the Stripe billing portal now uses the correct frontend URL. - **Content Type Filter**: The content type dropdown is now sorted alphabetically. - **GPT 5.2 Model Grades**: Corrected to match the published documentation. - **Add Folders Modal**: The "Add Folders" button now opens directly to the Apps tab. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.12.0 --- title: 'Changelog - v3.12.0' description: 'Reliable account deletion with typed confirmation, hardened Google Drive sync, and clearer in-app reasons for plan limits and chatbot readiness.' date: '2026-04-23' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Reliable Account Deletion Deleting your account is now instant, reliable, and safe. Clicking "Delete My Account" in Settings deletes immediately after the in-modal confirmation, signs you out, and returns you to the homepage. No more confirmation emails. To prevent accidental clicks, the modal now requires typing your email address to confirm, matching the pattern used by GitHub, Stripe, and similar tools. The deletion transaction also reliably cancels any active paid subscriptions, cleans up cross-organization memberships, and no longer fails on foreign-key constraints introduced by newer features. ### Plan Limit Transparency Documents that fail to process now show the reason inline ("Cloud storage limit exceeded", "Page processing limit exceeded") with a red banner at the top of the Documents page summarising affected uploads. Customers who hit plan limits can finally see why their uploads were rejected. ### Chatbot Readiness Reasons Clicking "Chat" on a chatbot that isn't ready now shows a specific reason ("3 of 5 documents are still processing", "All 4 documents failed to process") instead of a generic message. Every readiness toast includes a "See documents" link for one-click navigation, and the Chat button's tooltip on the chatbot edit page mirrors the same explanation. ## 🛠️ Improved - **Google Drive: Content-Hash Sync**: Files whose content hasn't actually changed are no longer re-processed and re-billed against your monthly page allowance when Drive bumps the "modified" timestamp for metadata reasons (folder moves, permission changes, etc.). - **Google Drive: Per-Folder Sync Budget**: Each top-level folder now gets its own sync budget. Previously, one large folder could exhaust a shared budget and cause every subsequent folder to return zero files. - **Google Drive: Smarter Retry**: Files stuck at the page-processing limit no longer get re-downloaded and re-parsed every hour. They now wait at least 2 hours between retries. - **Google Drive: Stuck-File Recovery**: Files stuck mid-sync for more than an hour are now automatically reset and retried on the next cron run. - **Google Drive: Expired Connection Banner**: A banner now appears on the Documents page when your Drive access has expired or was revoked, with a one-click "Reconnect Google Drive" action. Previously, broken Drive connections failed silently. - **Chatbots List**: Now shows your bots in every status by default, not just Ready or Draft. Errored, queued, processing, and partially-failed bots are visible without changing the Status filter. - **Clear Filters Button**: New toolbar button resets search, favorites, created-by, shared-with, and status in one click. - **Share Modal Language**: Each chatbot now has its own persisted default share language. Switching the admin UI to a different language no longer retags a bot's share links and embed snippets. ## 🐛 Fixed - **Reconnecting Google Drive**: Reconnecting no longer fails with "authorization failed" for users who previously granted access. The OAuth flow now explicitly requests offline access and forces the consent screen. - **Adding a Drive Folder**: Adding a new Google Drive folder no longer silently deletes your previously-connected folders and their documents. The flow is now additive. - **Stale Document References**: Chat messages are no longer silently dropped when they reference a document that was deleted while the conversation was open. - **Favorite-Only Chatbots**: Saving a chatbot no longer crashes when the bot is only in your favorites list. - **Status Badge Labels**: Chatbots and documents in the "Some Documents Failed" state no longer show the raw translation key in the status badge. - **Token Usage Saving**: Chat messages are no longer dropped when token usage data is missing from the model response. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.13.0 --- title: 'Changelog - v3.13.0' description: 'Major retrieval quality pass: hybrid search and reranker enabled by default, stable citations, customizable topK, and better chunking for non-English and Office documents.' date: '2026-05-03' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Hybrid Search and Reranker On By Default New chatbots now use hybrid keyword-plus-vector search for broader recall, and the reranker is enabled by default to order results by relevance before they reach the model. Both settings remain configurable per chatbot. ### Customizable Source Chunks (topK) A new advanced setting lets you control how many source chunks each answer draws from. The default has been increased from 3 to 10 for richer answers, and a slider in the chatbot Advanced section makes the value easy to tune for your content type. ### Stable Citation IDs Citations in answers now carry stable IDs that link back to the exact source chunk. Useful for debugging answer quality and for downstream tools that consume DocuChat output. ### Document Title and Author Metadata Documents now carry title and author metadata that's used by the retriever, so questions like "what did the 2024 annual report say about..." surface the right document more reliably. ## 🛠️ Improved - **Multi-Group Chatbots**: Chatbots with multiple document groups now use every group when answering. Previously only the first group's content was included in the prompt, so questions answerable only by a later group would get "I couldn't find..." responses. - **Reranker Actually Reorders**: Fixed a long-standing bug where the reranker was selecting chunks but not actually reordering them for the model. The ranker now controls the final order. - **Refusal Reliability**: Chatbots more reliably say they don't know when the answer is not in the uploaded documents, instead of guessing. - **Chunk Boundaries**: More natural chunk boundaries for German, Japanese, and Windows-formatted documents. - **Multi-Turn Follow-Ups**: Follow-up questions now correctly resolve references to earlier turns in the conversation. - **Re-Upload Cleanup**: Re-uploading a document now removes stale chunks from the previous version before indexing the new one. - **Failed Upload Cleanup**: Failed uploads no longer leave partial chunks in the search index. ## 🐛 Fixed - **Embedding Mismatch**: Eliminated a systematic mismatch between stored chunk text and its embedding that was quietly degrading retrieval quality. - **DOCX Image Placeholders**: DOCX uploads no longer pollute the search index with image placeholder text. - **Image-Only PDFs**: Now show a clear error when uploaded instead of importing silently with no searchable content. - **Language Drift**: Answers no longer occasionally come back in the wrong language after transient model errors. - **GPT-4 Token Counting**: Fixed incorrect token counting for GPT-4 and GPT-4o models. - **Empty-Input Bedrock Calls**: Internal Bedrock helpers (language detection, subject generation) no longer error when invoked with an empty message; they short-circuit with a sensible default. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.14.0 --- title: 'Changelog - v3.14.0' description: 'Free tier launch, transparent AI Credits billing, dramatically better document ingestion with OCR and table support, and a refreshed look across the app.' date: '2026-05-11' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Free Tier DocuChat now has a Free tier with no credit card required. You can build a chatbot, upload documents, and try the product end-to-end without committing to a plan. Signup requires email verification, with a dedicated landing page and a reliable post-verify redirect. ### AI Credits Billing The opaque "questions per month" metric has been replaced by a transparent AI Credits unit that maps directly to model usage. Per-token metering means light queries cost less and heavy queries cost more, with a clear ceiling on every paid tier and an opt-in toggle for allowing extra credits beyond your plan limit. ### Smarter Document Ingestion Document parsing has been rebuilt around a new ingestion engine that handles formats DocuChat previously struggled with: - **Scanned PDFs**: Image-only PDFs are now indexed via OCR instead of failing silently or importing empty content. - **Tables**: Tables in PDFs and Office files are extracted with structure intact, so cell-level questions retrieve the right row. - **Multi-Column Layouts**: Reports and academic papers with multi-column layouts are parsed in correct reading order instead of jumbling columns. - **PowerPoint and Excel**: PPTX and XLSX files are now ingested with the same quality as PDFs, not just text-stripped. - **Figures and Captions**: Figure and table captions remain searchable even when image bytes are skipped. ### Heading-Aware Chunking Document headings are preserved as chunk metadata, so retrieval can surface the right section instead of fragmenting on arbitrary character boundaries. Combined with the new ingestion engine, this produces dramatically better answers on financial reports, manuals, regulatory documents, and other structured content. ### Document Detail Page Each document now has its own detail page with a file preview and a chunk-by-chunk inspector. Useful for understanding exactly what the retriever sees, and for debugging answer quality on a specific source. ### Refreshed Design A refreshed look and feel is rolling out across the app, starting with the chatbots list. Lighter, cleaner, and rebuilt on a consistent design system. The marketing site at docuchat.io has been fully rebuilt to match. ## 🛠️ Improved - **Trial Downgrade**: Trial-expired users can now switch to the Free tier directly from the billing modal without contacting support. - **Documents List Refresh**: The documents list refreshes immediately after uploads, deletes, and edits, instead of requiring a page reload. - **Resources Pages**: Consistent page padding across Resources pages, and wider settings forms for better readability. - **Google Drive Folder Status**: Folder sync status now reports correctly instead of falsely stamping folders as "Synced" when they were still in progress. - **Documents Pagination**: A subtle note on the chunk list makes clear it isn't in reading order. ## 🐛 Fixed - **Mistral Models**: Mistral chat models are working again after a regression caused by another library hijacking native fetch. - **Long Conversation Sessions**: More reliable session subject generation on long conversations, with fewer transient failures. - **Verify Flow Edge Cases**: A post-verify userData refresh failure no longer breaks the verification flow. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.2.0 --- title: 'Changelog - v3.2.0' description: 'Improved sorting, Google Drive integration, analytics, and document management. Introduced new embedding model and chunking method.' date: '2024-10-11' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Advanced Embedding Model**: We've upgraded to the state-of-the-art Cohere Embed Multilingual v3 model, hosted on our AWS servers in Frankfurt. This change is expected to significantly improve answer quality. All existing documents have been re-embedded with this model at no additional cost. - **Proprietary Chunking Method**: We've introduced a new chunking strategy to enhance retrieval capacity. While existing documents retain their current chunks, all newly added documents will benefit from this improved method. - **Account Deletion for Super Admins**: Super admins can now directly delete their accounts and associated information from their account settings, without needing to contact support. ## 🛠️ Improved - **Table Sorting Logic**: Fixed a bug in our table sorting mechanism. Sorting now applies to all items, not just the current page, with pagination applied afterwards. - **Google Drive Integration**: - Sync failure reasons are now displayed in the Google Drive document details modal. - Large files that previously caused errors can now be synced successfully. - **Team and Plan Pages**: Added seat limit information for better resource management. - **Analytics Enhancements**: In the Sessions view, chatbot messages now display the sources used for answers, similar to the citation feature in normal chat. - **Document Management**: - Changed the default row click action in the documents page to "rename document" for improved intuitiveness. - Implemented various UI improvements in documents and chatbots pages for clearer actions. ## 🐛 Fixed - Fixed several bugs and issues to enhance overall system stability and performance. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.2.1 --- title: 'Changelog - v3.2.1' description: 'Introduced documentation website, enhanced embed features, improved document management, and expanded web scraping capabilities.' date: '2024-10-25' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Documentation Website**: We've launched our comprehensive documentation website at [docs.docuchat.io](https://docs.docuchat.io). Find detailed explanations of all DocuChat features, settings, and optimization tips to help you get the most out of your chatbots. - **Enhanced Embed Integration**: Access chat information from embedded widgets through new integration methods. Whether you're using Chat Widget Embed or iFrame Embed, you can now integrate chat sessions with your own analytics systems. Find detailed implementation guides in our [documentation](https://docs.docuchat.io/advanced-features/embedded-chat-info). - **Bulk Document Actions**: Manage your documents more efficiently with new bulk actions. You can now perform bulk operations like adding/removing documents from chatbots, deleting multiple documents, and opening/downloading files in batch. ## 🛠️ Improved - **Expanded Web Scraping**: We've significantly increased the linked pages limit when scraping websites from 25 to 250 pages, allowing for more comprehensive coverage of your web content. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.3.0 --- title: 'Changelog - v3.3.0' description: 'Auto user context, custom context injection, GTM integration, enhanced analytics, Google Drive sync, and new AI model.' date: '2024-11-16' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Auto Add User Context**: Toggle `Auto Add User Context` in chatbot settings to allow chatbots to automatically collect and utilize user environment information for more personalized responses. This feature intelligently gathers browser details, device type, operating system, and platform information to provide context-aware assistance - particularly valuable for IT support and technical troubleshooting scenarios. [Learn more](https://docs.docuchat.io/chatbots/ai-settings#auto-add-user-context) - **Custom Context Injection**: New window messaging API support allows dynamic addition of custom context to embedded chat sessions. Developers can now programmatically enhance chat interactions with relevant contextual information, with built-in safeguards for context length and proper iframe handling. [Learn more](https://docs.docuchat.io/advanced-features/context-injection) - **Google Tag Manager Integration**: Comprehensive GTM support with automatic data layer events for chat interactions, including chat initialization, questions asked, answers received, and chat restarts. [Learn more](https://docs.docuchat.io/analytics/gtm) - **Enhanced Analytics Export**: Added source document mapping in analytics exports, including document names and content for improved traceability - **Google Drive Sync**: Added manual sync button to trigger immediate Google Drive folder synchronization instead of waiting for hourly updates - **New AI Models**: Upgraded our Llama 3 family with Llama 3.2 90B model for enhanced performance ## 🛠️ Improved - **Onboarding Experience**: Enhanced flow with guided tasks for creating/editing chatbots, asking questions, and sharing - **Team Features**: Improved access control and management for team-specific functionality ## 🐛 Fixed - **File Downloads**: Enhanced CSV exports with proper UTF-8 encoding and BOM support - Fixed several bugs and improved overall system performance ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.4.0 --- title: 'Changelog - v3.4.0' description: 'DocuChat API, CTA tracking, and Google Drive sync improvements' date: '2025-01-29' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **DocuChat API**: We are excited to announce the launch of the DocuChat API! This new API allows developers to interact with DocuChat in a more dynamic and flexible way. The API is currently in beta with three endpoints and we would love to hear your feedback. [Learn more](https://docs.docuchat.io/api/getting-started) ## 🛠️ Improved - **CTA Clicks**: CTA clicks now automatically append the chatbot ID and session ID as a query parameter to the destination URL. This can be paired with the DocuChat API to retrieve chatbot and session information on the destination page, enabling seamless context tracking across pages. [Learn more](https://docs.docuchat.io/chatbots/white-labeling#call-to-action-cta) - **Drive Sync**: Improved the Google Drive sync process to be more efficient and reliable. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.5.0 --- title: 'Changelog - v3.5.0' description: 'Advanced analytics and insights, EU-based reranking, and drive sync improvements' date: '2025-04-09' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New - **Advanced Analytics and Insights**: We are excited to introduce our new AI-powered Insights feature for Enterprise users! This advanced analytics tool generates comprehensive reports on your chatbots, highlighting most asked questions, most used sources, and unanswered questions to help you optimize your content strategy. [Learn more](https://docs.docuchat.io/analytics/insights) - **EU-based Reranking**: Our reranking model is now deployed in the EU region. This means our EU users can now enable reranking in their chatbots without causing any cross-border data transfers. ## 🛠️ Improved - **Loading Time**: We have improved the loading time of the app. - **Drive Sync**: Google Drive sync process is significantly faster and more reliable. - **Citation Reporting**: We have changed the way the bot reports citations where only one document is cited. The bot will not report that document multiple times, improving the analytics for that document. - **Analytics Filters**: We have added date and bot filters to the analytics section to allow fine tuning of the chat data exports. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.6.0 --- title: 'Changelog - v3.6.0' description: 'Introducing comprehensive analytics suite, resolution tracking, and advanced chatbot permissions for enhanced control and insights.' date: '2025-09-22' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Analytics Suite The focus of this release is **comprehensive analytics and insights** to help you understand your chatbot performance and user behavior. We've added powerful new analytics capabilities: 1. **Document Analytics**: Track document performance with detailed analytics including usage counts, session interactions, and escalation rates. Monitor which documents are most effective and identify content optimization opportunities. 2. **User Analytics Dashboard**: Gain comprehensive insights into user behavior with demographic data, session patterns, device usage, and satisfaction scores. Understand your audience better with detailed user analytics. 3. **Resolution Type Tracking**: Enhanced session tracking with resolution types including Resolved, Escalated, Abandoned, and CTA Click. Better understand conversation outcomes and optimize your chatbot's effectiveness. 4. **Support Ticket Analytics**: Monitor support ticket patterns and identify common issues. Track ticket volume by question type and chatbot to improve your knowledge base and reduce support workload. 5. **Date Filter for Chat Sessions Exporter**: Enhanced analytics export functionality with date range filtering for chat sessions. Export specific time periods to focus your analysis and generate targeted reports. ### Chatbot Permissions We've introduced a **granular permissions system** for team collaboration with four access levels: | Access Level | View | Share | Edit | Delete | |--------------|------|-------|------|--------| | **No Access** | ✕ | ✕ | ✕ | ✕ | | **Read Only** | ✓ | ✓ | ✕ | ✕ | | **Edit Access** | ✓ | ✓ | ✓ | ✕ | | **Admin Access** | ✓ | ✓ | ✓ | ✓ | This system allows you to manage who can access, modify, or administer specific chatbots within your organization, providing fine-grained control over team collaboration. **Note:** Chatbot permissions are available for **Pro and Enterprise plans** only, as they require organization features. ## 🛠️ Improved - **Enhanced Analytics Performance**: Optimized data processing for faster analytics loading and more responsive dashboard interactions. - **Better Permission Management**: Streamlined permission assignment with bulk operations and improved user interface for managing chatbot access rights. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.7.0 --- title: 'Changelog - v3.7.0' description: 'Introducing GPT-5 support and enhanced AI model capabilities for superior chatbot performance.' date: '2025-09-26' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### GPT-5 Integration The focus of this release is **introducing OpenAI's GPT-5**, the latest and most advanced AI model that brings unprecedented intelligence and capabilities to your chatbots. We've added comprehensive GPT-5 support: 1. **Maximum Intelligence**: 5/5 intelligence rating for the most accurate and sophisticated responses with superior problem-solving and analytical capabilities. 2. **Cost-Effective Performance**: More affordable than GPT-4 Turbo while delivering better performance at 15 credits per question. 3. **Pro Plan Access**: Available to all Pro plan subscribers with 666 GPT-5 questions per month using 10,000 credits. 4. **Enhanced Model Selection**: Complete integration with updated documentation and transparent pricing for all AI models. ### AI Model Performance | Provider | Model | Credits/Question | Intelligence | Speed | Cost Efficiency | Hosted In | Available In | |----------|-------|------------------|--------------|-------|-----------------|-----------|--------------| | OpenAI | **GPT-5** | **15** | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | 🇺🇸* | **Pro** | | OpenAI | GPT-4o mini | 1 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸* | Pro, Essential | | OpenAI | GPT-4 Turbo | 25 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | 🇺🇸* | Pro | | OpenAI | GPT-4o | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇺🇸* | Pro | | Mistral | Mistral Large 2 | 8 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Anthropic | Claude 3 Haiku | 1 | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇪🇺 | Pro, Essential | | Anthropic | Claude 3.5 Sonnet | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Meta | Llama 3.1 | 1 | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸 | Pro, Essential | \* Hosted in EU when using Azure OpenAI integration in the Enterprise plan, otherwise hosted in US. ## 🛠️ Improved - **Enhanced AI Model Selection**: Updated all documentation and pricing tables with GPT-5 specifications and transparent credit costs. - **Better Cost Transparency**: Clear credit costs for all models including the new GPT-5 model, helping users make informed decisions about model selection. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.8.0 --- title: 'Changelog - v3.8.0' description: 'Introducing GPT-5 nano and mini variants for flexible AI model selection and cost optimization.' date: '2025-09-27' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### GPT-5 Variants The focus of this release is **introducing GPT-5 nano and mini variants**, providing more flexible AI model options for different use cases and budgets. We've added comprehensive GPT-5 variant support: 1. **GPT-5 Mini**: Optimized for speed and cost-efficiency with 3/5 intelligence rating, perfect for high-volume applications requiring fast responses at 8 credits per question. 2. **GPT-5 Nano**: Ultra-fast and most cost-effective GPT-5 variant with 2/5 intelligence rating, ideal for simple tasks and rapid prototyping at 5 credits per question. 3. **Flexible Model Selection**: Choose the right GPT-5 variant based on your specific needs - maximum intelligence (GPT-5), balanced performance (GPT-5 Mini), or speed and cost (GPT-5 Nano). 4. **Enhanced Cost Optimization**: More granular pricing options allowing users to optimize their AI spend based on task complexity and response requirements. ### AI Model Performance | Provider | Model | Credits/Question | Intelligence | Speed | Cost Efficiency | Hosted In | Available In | |----------|-------|------------------|--------------|-------|-----------------|-----------|--------------| | OpenAI | **GPT-5** | **15** | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | 🇺🇸* | **Pro** | | OpenAI | **GPT-5 Mini** | **8** | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◼︎◼︎◼︎◻︎ | 🇺🇸* | **Pro** | | OpenAI | **GPT-5 Nano** | **5** | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸* | **Pro** | | OpenAI | GPT-4o mini | 1 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸* | Pro, Essential | | OpenAI | GPT-4 Turbo | 25 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | 🇺🇸* | Pro | | OpenAI | GPT-4o | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇺🇸* | Pro | | Mistral | Mistral Large 2 | 8 | ◼︎◼︎◼︎◼︎◻︎ | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Anthropic | Claude 3 Haiku | 1 | ◼︎◻︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇪🇺 | Pro, Essential | | Anthropic | Claude 3.5 Sonnet | 12 | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◻︎◻︎◻︎ | ◼︎◼︎◼︎◻︎◻︎ | 🇪🇺 | Pro | | Meta | Llama 3.1 | 1 | ◼︎◼︎◼︎◻︎◻︎ | ◼︎◼︎◼︎◼︎◼︎ | ◼︎◼︎◼︎◼︎◼︎ | 🇺🇸 | Pro, Essential | \* Hosted in EU when using Azure OpenAI integration in the Enterprise plan, otherwise hosted in US. ## 🛠️ Improved - **Enhanced Model Selection**: Added GPT-5 Mini and Nano variants providing more granular options for different use cases and budgets. - **Better Cost Optimization**: Users can now choose between GPT-5 (maximum intelligence), GPT-5 Mini (balanced performance), or GPT-5 Nano (speed and cost) based on their specific needs. - **Expanded Pro Plan Value**: Pro plan users now have access to three GPT-5 variants - 666 GPT-5 questions, 1,250 GPT-5 Mini questions, or 2,000 GPT-5 Nano questions per month. ## 🐛 Fixed - Fixed several bugs and improved overall system performance. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/changelog/Changelog - v3.9.0 --- title: 'Changelog - v3.9.0' description: 'Enhanced Google Drive integration, improved analytics reporting, and better email templates with branding.' date: '2025-10-03' --- ::callout{icon="i-carbon-information"} We believe in creating a tool that speaks for itself, powered and shaped by your support and feedback. So please don't hesitate to reach out to us with your thoughts and suggestions. :: ## ✨ New ### Google Drive Integration Enhancements The focus of this release is **improving Google Drive sync reliability and failure tracking**, providing better visibility and control over document synchronization. We've added comprehensive Google Drive sync improvements: 1. **Failure Tracking & Prioritization**: Implemented robust failure tracking system that prioritizes failed sync operations and provides detailed status monitoring. 2. **Token Validation**: Added automatic token validation to ensure Google Drive authentication remains active and prevent sync interruptions. 3. **Sync Status Monitoring**: New endpoint to check Google Drive sync status with detailed information about failed operations and retry mechanisms. 4. **Enhanced Error Handling**: Improved error handling and logging for better debugging and monitoring of Google Drive operations. ### Money Back Rewards Program - **New Money Back Page**: Added a dedicated "Get Money Back" page where users can earn rewards by recommending DocuChat to others. - **Testimonial Submission System**: Users can now submit testimonials on various platforms (Senja, Gartner, F6S) and earn money back on their subscription. - **Referral Program**: Integrated referral system allowing users to refer friends and earn rewards. - **Reward Tracking**: New system to track and manage testimonial submissions and rewards. ## 🛠️ Improved - **Email Template Branding**: Added logo and money-back guarantee page links to email templates for better brand consistency and user trust. - **Google Drive Service**: Enhanced Google Drive service with better error handling, token management, and sync status tracking. - **Analytics Repository**: Improved analytics data access layer with better error handling and data validation. - **Integration Management**: Enhanced integration repository with new methods for Google Drive sync status tracking and failure management. ## 🐛 Fixed - **Analytics Report Generation**: Fixed analytics report generation issues that were causing inconsistent reporting and data processing errors. - **Google Drive Sync Failures**: Fixed Google Drive sync failure tracking and implemented proper retry mechanisms. - **Email Template Issues**: Resolved email template rendering issues and improved template consistency. - **DOM InsertBefore Error**: Fixed insertBefore DOM error that was causing issues with dynamic content insertion. - **Overlapping Subscriptions**: Fixed overlapping subscription issues that were causing billing and plan management problems. ::callout{icon="i-carbon-information" class="mt-4"} For detailed information about DocuChat features, please visit our [documentation](https://docs.docuchat.io). :: --- Source: https://www.docuchat.io/blog/getting-started --- title: 'Getting Started with DocuChat' description: 'Your guide to creating your first chatbot with DocuChat and exploring its features.' date: '2024-04-06' image: '/og-main.jpg' image.alt: 'A cute green robot reviewing documents' --- ::callout{icon="i-carbon-lightning"} **Welcome to DocuChat** – where AI meets your documentation for instant, accurate answers! This guide will help you get started with creating your first chatbot and exploring the features that DocuChat has to offer. :: ## What is DocuChat? DocuChat is a powerful tool that transforms your documents and websites into an AI-powered chatbot. By converting static content into dynamic, interactive conversations, DocuChat enables you to deliver knowledge in a more engaging and accessible way. ## How does DocuChat work? Our system utilizes AI models and techniques, including Retrieval Augmented Generation (RAG), to ground responses in the content you provide. Simply upload your documents, and DocuChat will create a chatbot that delivers answers directly from your materials, ensuring factual accuracy and up-to-date information. ## Create Your First Chatbot Creating your first chatbot with DocuChat is easy. Here's how you can get started: 1. Go to [Create Chatbot](https://app.docuchat.io/user/chatbots/create) page (or click on "Create Chatbot"). 2. Give your chatbot a name and import your documents. You can upload files or add websites to train your chatbot with the knowledge it needs. 3. Hit "Create Chatbot". DocuChat will now process your documents and send you a notification once your chatbot is ready. 4. Once ready, you can click on your chatbot to start interacting with it. Or you can click on "Share" to share your chatbot with others.
Steps to create your first chatbot with DocuChat.
Share your chatbot with team members, generate a shareable link, or embed it on your website.
Chatbots are almost on every website now, effortlessly providing support and information 24/7. They're invaluable to businesses as they are to customers.
However, if they're not trained properly, chatbots are actually rendered **useless**. Which can be quite frustrating for customers.
If you want to prevent your chatbot from becoming a hindrance rather than a helpful tool, you need to train it with the right methods.
But how can you achieve the maximum performance they can offer?
These 7 Methods might be what you're looking for.
## 1. Define Your Chatbot's Purpose
Just like every other research or development, before training your chatbot, start by defining your problem and understanding your chatbot's purpose. Identify what sort of input data your chatbot will encounter and what the desired output should be. This will help you to keep a clear goal and build a good structure for you to consult in further development.
## 2. Gather Relevant Data from Your Sources
Once you have the purpose and scope of your chatbot figured out, the next step to training your chatbot is to gather data. Remember that the data you provide, is your chatbots only knowledge. So if you want your AI Chatbot to be knowledgable about many topics, you need to cover all the bases and provide it with sufficient sources.
For example, if your chatbot's purpose is to greet visitors and provide information on your website, it should be equipped with comprehensive knowledge about your site. This could be details on company policies, products, pricing, contact information, blog content and more.
## 3. Clean Your Data
If you want your chatbot to work better, one of the most important things is to ensure that the data your data is:
- **up to date**,
- **consistent**,
- and taken from **reliable sources**.
Take your time and do a comprehensive analysis to spot and **discard any irrelevant/untrustworthy data, or duplicates** that hinder on performance. This process can be tedious as it requires you to meticulously go through each of your sources. But it is very much worth the effort. When your chatbot is trained on this careful curation of data, it will deliver **accurate and reliable answers**.
Otherwise, your chatbot performance will greatly suffer, and can lead to unsatisfactory responses for your clients.
## 4. Choose the Right AI Model
**AI models vary significantly in their capabilities** and depending on the task, a specific model might outperform others. This is why the AI Model you choose can be a game-changer for your chatbot's perfomance.
Here are some popular AI models and their best use-cases:
1. **Claude Opus 4.7**: Frontier reasoning, agentic coding, and long-running professional workflows.
2. **Claude Sonnet 4.6**: Natural, human-like responses with strong reasoning and a 1M-token context window.
3. **Claude Haiku 4.5**: Simple, straightforward tasks. Cost-effective.
4. **GPT-5.2**: High precision and accuracy for complex queries.
5. **GPT-4o Mini**: Simple tasks. Cost-effective.
6. **Llama 4 Scout**: Fastest response times. Best for real-time applications.
## 5. Customize Your Chatbot's Behavior
Some chatbot platforms offer advanced AI settings that allow you to tailor your chatbot to fit your business' needs. These settings can also make your chatbot feel more alive, improving the user experience.
Let's take a look at which options DocuChat, a leading chatbot platform, provides for its clients!
(Note that these terms are commonly used in the AI industry and aren't specific to DocuChat)
### Temperature
The temperature setting controls the randomness of the chatbot's responses. A **higher temperature results in more creative and varied responses**, while a **lower temperature produces more deterministic and focused answers**. Based on your own preference, you can adjust the temperature to balance creativity and precision.
### Reranking
Reranking can be enabled to raise the accuracy of your chatbot's responses. When enabled, a reranking model is applied as a final filter on the retrieved relevant chunks from your uploaded documents. This helps to ensure that the chatbot uses the most accurate and appropriate information to generate its responses.
Disabling reranking does not mean that the chatbot will use irrelevant document parts. The initial search among the documents is still highly accurate, but reranking provides a further refinement to improve the relevance of the selected information.
**Remember that enabling reranking can lead to more precise and relevant responses, but it may slightly increase the processing time for each query (usually up to a second).**
### Answer Length
This setting allows you to customize how verbose or concise your chatbot's responses should be. You can adjust this setting to:
- **Short:** Generate brief, to-the-point answers that provide essential information quickly
- **Medium:** Provide moderate-length responses with a good balance of detail and brevity
- **Long:** Create comprehensive responses that thoroughly explain concepts with examples and context
Choose the length that best matches your users' needs and the complexity of your documentation.
### Custom Instructions
Custom instructions allow you to provide specific guidelines or rules that the chatbot should follow when interacting with users. Use this setting to ensure the chatbot aligns with your brand's tone or to enforce specific conversational protocols.
We recommend using clear and concise language for the best results.
Example:
- "Always address the user by their first name."
- "Maintain a friendly tone throughout the conversation."
### Semantic Search Ratio
The Semantic Search Ratio is an alpha parameter that determines the proportion of search results coming from semantic similarity search versus keyword-based search when your chatbot queries the uploaded documents. DocuChat's hybrid search approach combines these two methods to provide the most relevant information:
**Semantic Search:** Uses embeddings to understand the meaning and context of the query and documents. It focuses on semantic similarity between the query and content, allowing the chatbot to _find relevant information even without exact keyword matches_.
**Keyword Search:** Uses the BM25 algorithm to emphasize exact keyword matches between the query and documents. This method is effective _for finding specific terms and phrases within the text._
By adjusting the Semantic Search Ratio, you can control the balance between these search methods:
- **Higher ratio (e.g., 0.8):** Prioritizes semantic search results, making the chatbot better at understanding query intent and providing contextually relevant responses.
- **Lower ratio (e.g., 0.2):** Prioritizes keyword search results, making the chatbot more focused on finding exact keyword matches.
The optimal ratio depends on your documents and desired chatbot behavior:
For technical documents with domain-specific terminology, a lower ratio may be more effective.
For conceptual documents covering broad topics, a higher ratio may help better understand context.
### Auto Add User Context
The Auto Add User Context setting allows your chatbot to automatically collect and utilize information about the user's environment when processing queries. When enabled, this feature enriches each chat message with details about the user's:
- Device type and specifications
- Browser information
- Operating system details
This contextual information helps the chatbot provide more personalized and relevant responses, particularly beneficial for:
- IT support chatbots
- Technical assistance scenarios
- Troubleshooting applications
- Platform-specific guidance
Example: When a user asks "How do I install the VPN?", the chatbot can automatically:
1. Detect if they're using macOS or Windows.
2. Provide the correct installation steps for their specific operating system.
3. Include relevant screenshots or commands for their platform.
4. Warn about platform-specific requirements or limitations.
## 6. Test and Optimize
Done training your chatbot? Time to test it out!
**This is a crucial step you should not skip.** Before you deploy your chatbot and call it a day, you need to act as your client and test your chatbot.
Ask questions that your clients are likely to ask. You could also consider pushing your chatbot to its limits with queries beyond its usual scope to thoroughly test its capabilities.
See what it can handle and what it might be lacking. Optimize your chatbot according to the results so it can provide a better experience for your clients.
When you think your chatbot is ready to take on the world, deploy it!
## 7. Take the Extra Step
You might think your job is done once your AI Chatbot is out there, but it's not!
Take the extra step to further improve your chatbot through the feedback you recieve from clients. Things might not be going as smooth sailing as you thought and your chatbot might need some adjustments.
Analytics Tools(included in some chatbot platforms like [**DocuChat**](https://docuchat.io)) is another great way to keep track of your chatbot's performance after deploying it. These statistics can provide you with the valuable insight you need to make adjustments in the training of your chatbot.
## Where to Train your AI Chatbot?
The trick is to find a platform where you can train your chatbot.
[**DocuChat**](https://docuchat.io) is a **user-friendly** platform that is ideal for training intelligent chatbots. All you need to do is to upload the documents(websites, youtube videos with captions are also accepted) you want to train your chatbot on. As mentioned before, DocuChat also offers many advanced settings **to tune your AI**, giving you the option to tailor it to your business' needs. With DocuChat's **analytics tools**, you can also track and analyze your chatbot's performance, user interactions, and engagement metrics.
Check out these free demos of DocuChat-Powered Chatbots [**here**](https://www.docuchat.io/#demo).
Don't take our word for it, try [**DocuChat**](https://www.docuchat.io) out yourself now on our free plan. No credit card required!
---
Source: https://www.docuchat.io/blog/introducing-seat-limits
---
title: 'Introducing Seat Limits to Our Pro Plan'
description: 'Learn about the new seat limit on our Pro Plan, how it affects existing users, and options for teams needing more seats.'
date: '2024-09-18'
image: '/og-main.jpg'
image.alt: 'A cute green robot reviewing documents'
---
At DocuChat, we're committed to continuously improving our platform to meet the evolving needs of our users. As part of our ongoing efforts to enhance our service offerings and ensure sustainable growth, we've made the decision to adjust our subscription plans.
With this update, we are introducing a **seat limit** to our Pro Plan.
## **What does this mean for you?**
- The Pro Plan now includes **5 seats**. Once your team has filled all available seats, you won’t be able to add new members unless you remove an existing one.
- **For existing Pro users:** Don’t worry! If your team currently exceeds the new seat limit, you’ll be able to keep your team as it is. However, you won’t be able to add any new members unless your team falls below the seat limit. You’ll only be able to remove members.
If your team needs more seats, our **Enterprise Plan** might be the right fit. With the Enterprise Plan, we work with you to create a customized solution that fits your team’s specific needs.
---
Source: https://www.docuchat.io/blog/product-manifesto
---
title: 'Product Manifesto'
description: 'Explore the purpose and promise of DocuChat. Here is an honest look at our vision, motivations, and aspirations for transforming information access.'
date: '2023-12-25'
image: '/og-main.jpg'
image.alt: 'A cute green robot reviewing documents'
---
Hello there, and welcome to what makes DocuChat tick!
**This manifesto is our handshake—an honest, straightforward conversation about the purpose and promise of DocuChat**. It's crafted to give you insight into not just the functionalities of the product, but the vision, the motivations, and the aspirations behind it.
Consider this a personal note from us, outlining the challenges we saw that made us want to create this solution. In these words, you'll find what that led us to build DocuChat and and values we hold dear while shaping it.
## Problem and Solution
- **The problem is that**, in an age where information overload meets the demand for instant gratification, businesses and individuals struggle to manage and retrieve knowledge efficiently. DocuChat solves this by transforming static documents and web content into dynamic, interactive chatbot experiences.
- **So we offer DocuChat** to redefine the way information is consumed and shared, making it as simple as asking a question and getting an immediate, accurate answer. We aim to make knowledge accessible and actionable for everyone, everywhere.
## Core Values
- **Utility Over Hype**: We're committed to harnessing the power of AI to create tangible benefits for our customers, sidestepping the hype to deliver real-world solutions.
- **Design Excellence**: With a design-first approach, we prioritize simplicity and elegance. We want to ensure that every interaction with DocuChat is intuitive and pleasurable.
- **Compliance by Design**: As ex-lawyers, we understand the importance of compliance, especially in the EU where data protection is paramount. We've built DocuChat from the ground up with privacy and compliance in mind, ensuring that our users can trust their data is handled with the utmost care and in accordance with the latest regulations.
## Roadmap
You can see our public roadmap [here](https://docuchat.canny.io). We're always looking for feedback and suggestions to improve DocuChat, so please don't hesitate to reach out to us with your ideas.
We're a small team, but we're passionate about what we do and we're committed to making DocuChat the best it can be. Thanks for joining us on this journey!
— Yusuf & Baki
Follow us on [Twitter/X](https://x.com/DocuChatIO)
---
Source: https://www.docuchat.io/blog/top-best-enterprise-chatbot-platforms-2025
---
title: 'Top 7 Best Enterprise Chatbot Platforms in 2025'
description: 'Discover the top enterprise chatbot platforms in 2025. Compare features, pricing, and capabilities to find the perfect AI solution for your business needs.'
date: '2025-01-02'
image: '/images/enterprise-solutions/titleimage.jpg'
image.alt: 'A cute assistant robot with headphones and talk bubbles in the background'
---
## What is an Enterprise Chatbot?
Looking for a modern solution to improve your business workflows? Many businesses are now adopting Enterprise Chatbots just for this purpose!
An Enterprise Chatbot is an AI-driven service built to handle a variety of tasks while communicating with customers or employees. Instead of making someone wait for a representative to solve their problem or answer their inquiry, an Enterprise Chatbot can provide immediate assistance, leaving you to focus on more important matters while keeping your customers happy.
It's also generally very easy to set up an Enterprise Chatbot as most of these chatbots integrate seamlessly with existing systems. Depending on the platform you choose, you also get to make personal customizations to your Enterprise Chatbot, tailoring it to fit your company's needs.
So, which platform is the right choice for you?
To help you navigate the sea of platforms and find one you like, we've compiled a list of the Top 7 Best Enterprise Chatbot Platforms in 2025!
## Top 7 Best Enterprise Chatbot Platforms in 2025
### 1. DocuChat
If you're on the hunt for a simple app with many advanced customization options for your Enterprise Chatbot, [**DocuChat**](https://www.docuchat.io) might just be what you're looking for!
With its easy-to-use interface and **advanced options to tune your AI**, DocuChat offers a seamless experience for creating and managing Enterprise Chatbots tailored to your own business needs.
DocuChat Landing Page
DocuChat only trains on the data you provide, staying within the line you draw to generate quick and high-quality responses to customer inquiries. Many data source types are supported by DocuChat, including **text, video, audio files; website links, and YouTube videos with captions**. And with **Advanced Chatbot Analytics**, you can get valuable insights into how your customers or employees are using your chatbots. As for security, DocuChat is an EU-based solution, and ensures data privacy along with **GDPR compliance**. One con to consider would be that some advanced AI Models require the Pro or Enterprise plan. Though, observing the market, DocuChat still offers the best value for money. You can see free demos of Enterprise Chatbots powered by [**DocuChat**](https://www.docuchat.io/#demo) on the website! And if you want to see more, DocuChat offers a free plan with no credit card required so you can build your own chatbot in minutes. ### 2. IBM Watsonx Assistant Whether you’re looking to automate simple tasks or build a highly intelligent virtual assistant, Watsonx Assistant provides the tools to transform your customer support operations. It connects to CRMs and databases for real-time data access, enabling tasks like order tracking or updating records.
Use-Cases of Watsonx Assistant from the IBM Product Page
In the event that the Enterprise Chatbot cannot be of help to your customers, it can route them to human agents. **Built-in analytics** and continuous learning improve performance over time, and enterprise-grade security ensures compliance with regulations like **GDPR and HIPAA**. The downside of IBM Watsonx Assistant is that it might be too complex for inexperienced users, having a bit of a **steep learning curve**. Some advanced features are also locked behind tiers with high costs. There are free demos available on their website if you wish to see it in action! ### 3. Yellow.ai Yellow.ai supports chatbots called **"Dynamic AI Agents"** on over 35 channels, including websites, mobile applications, and social media platforms. These chatbots have access to the enterprise systems/knowledgebase to get the information they need to provide context-aware responses. Enterprise Chatbots enabled by Yellow.ai automate workflows such as making a purchase or rescheduling a booking.
Yellow.ai Landing Page
With Yellow.ai, you can also find **ready-to-use templates** for your chatbots for certain industry-specific workflows. It has a relatively user-friendly interface that is easier to use than most other platforms on the market. By making use of the insights it provides, you will be able to optimize your chatbot for the better as well. As for the downsides, despite its no-code/low-code approach, Yellow.ai's **advanced features require technical expertise** on some level to efficiently make use of it. It's also **designed for medium to large enterprises**, so if you're a small business, this might be out of the price range you're looking for. You can book a demo on their website to see it in action! ### 4. Kore.ai Kore.ai specializes in enterprise-grade conversational AI solutions for several categories. For Enterprise Chatbots, their product **"AI for Service"** is what we are looking for. Kore.ai adopts an **omnichannel** approach, allowing you to implement it across many platforms like websites, social media, and messaging applications like WhatsApp. If you're looking to automate customer support, streamline internal workflows, or handle industry-specific tasks like loan applications or appointment scheduling, Kore.ai might be the platform you're looking for.
"AI for Service" Card on Kore.ai Landing Page
But it's important to keep in mind that Kore.ai does have a **steep learning curve** and a higher price point than most of the other platforms on the market. It's also designed for large enterprises, so if you're a small business, this might be overkill for your needs. After filling in a form on their website, you can qualify for a free demo to see for yourselves! ### 5. Zendesk Zendesk is designed for businesses that require a multi-channel **(omnichannel)** approach. It supports integration with social media, websites, and mobile apps, providing a consistent customer experience across all touchpoints. Making it easy for you to track and manage customer interactions in **one centralized system**.
Zendesk Landing Page
Zendesk also has several types of AI-powered bots that serve as Enterprise Chatbots; even though they are not very advanced, they're capable of handling **routine inquiries and tasks**, such as answering FAQs or collecting customer information. If needed, these bots can also route the conversation to a human agent. You can check out Zendesk in action through the free demo on their website! ### 6. LivePerson Similar to the other platforms on the list, LivePerson adopts an **omnichannel** strategy, providing support for you to integrate your Enterprise Chatbots across multiple channels like websites, mobile applications, and messaging applications. This ensures you are consistent in customer service across all platforms. You can also make use of the **analytics provided** to you by LivePerson to further optimize your Enterprise chatbots and get to know your customers' needs more.
LivePerson Landing Page
Compared to other specialized AI platforms on the list, LivePerson's Enterprise chatbots **may fall insufficient in handling highly complex or very specific queries**. With advanced customization, this could be moderately fixed, but it's important to keep in mind that it will also require more resources and time. LivePerson complies with regulations such as GDPR, HIPAA, and CCPA and offers end-to-end encryption. You can get a demo from their website to see LivePerson in action! ### 7. Chatfuel Chatfuel is a popular no-code chatbot platform designed primarily for businesses looking to build AI-powered chatbots for Facebook Messenger, Instagram, WhatsApp, and websites. Known for its simplicity and quick setup, Chatfuel is a great choice for small to medium-sized enterprises and marketers who want to automate customer interactions without needing technical expertise. You can also make use of the basic analytics provided for you by Chatfuel to optimize your chatbot and track user engagement.
Chatfuel's Bot Fuely's Capabilities Listed on the Website
Chatfuel offers a basic solution to a specific problem, so it's not flexible. It's also worth noting that Chatfuel's AI capabilities aren't as powerful as other platforms, and larger enterprises may find it to be lacking in advanced features. However, if your customer service is primarily Facebook-centric, Chatfuel is a very good budget option and worth considering. ## Find Which Chatbot Platform is Best for You To determine the best chatbot platform for your enterprise, you need to evaluate your own needs and objectives. Factors such as: - **Complexity of Tasks** you aim to automate - **Customization Options** you might need - **Integration Capabilities** the platform offers Remember to also take advantage of the free demos offered by these platforms to see which one aligns best with your goals! Out of all these platforms, **DocuChat** provides you with the best solution that is both **budget-friendly and reliable**. Without a steep learning curve, you can focus on building a better service with DocuChat's **fantastic user experience and support from the Team at DocuChat**. It's also important to note that with DocuChat, you can create not just one but many Enterprise Chatbots for specific purposes. This allows for a list of versatile chatbots to be at your disposal. If you're looking for a platform to create an Enterprise Chatbot, give [**DocuChat**](https://www.docuchat.io) a try now on our free plan. No credit card required! --- Source: https://www.docuchat.io/privacy --- title: 'Privacy Notice' description: 'Learn about our data collection practices, usage policies, and protection measures for your personal information when using our services.' date: '2023-12-14' image: '/og-main.jpg' --- We, DocuChat AI Limited, residing at Spring Court, Spring Road, Altrincham, Cheshire, United Kingdom, WA14 2UQ (**we**), place great importance at your privacy. This privacy notice describes the information that we collect that personally identifies you (**personal information** or **personal data**) and how we use, protect, and disclose your personal information when you interact with DocuChat app and its website (collectively, **DocuChat**). ::callout{icon="i-carbon-warning-alt" color="amber"} This privacy notice applies to personal information in situations where we decide how and why your personal information is to be processed (or to use the European terminology, where we act as a data controller). It does not apply where we are acting merely as a service provider to another organization who decides how and why we process your personal information (or to use the European terminology, where we act as a data processor). :: ## What data do we collect? The personal data we collect from you are not only information that we actively collect while you interact with our services but also information that you voluntarily provide to us in various contexts (such as by sending an email to us). Therefore, it is not possible to define an exclusive list of all potential types of personal data that we may collect from you. However, we provide below the typical types of personal data we collect from you: - Your name and email address; - If you are a paid subscriber, payment and purchase information as well as invoice details (except we never store your credit card information as payments are processed by our payment processor); - Information about how you interacted with our emails, including whether you opened our email, the links you clicked, and how you use DocuChat after clicking a link; - Information about how you use DocuChat, including the pages visited, the date, time, and duration of the visit, and other interaction with the website and its content; - Technical information related to your use, including network connection type, browser type, language, operating system; - Non-precise location information (inferred from the IP address). ## How do we collect your data? You directly provide us with most of the data we collect (for instance, by signing up) but we also use automated processes to collect some information about you. As described above in more detail, we collect and process your data when: - You use DocuChat or visit its website, in which case we use cookies and similar technologies (more on this below); - You interact with and read our emails; - You contact us or interact with our services in any other manner. ### Cookies and Similar Technologies Cookies are small text files that are placed on your computer by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site. We use cookies to: - Collect analytics information, for which we use privacy-friendly analytics providers; - Help you via our support chat function, for which we use support service providers. ::callout{icon="i-carbon-idea"} Most web browsers allow some control of most cookies through the browser settings. To find out more about cookies visit [www.aboutcookies.org](https://www.aboutcookies.org). :: ## Why do we process your data and what are the lawful bases? | Purpose | Legal Basis | |---|---| | **Sign up processes**: To allow you to sign up to DocuChat | Performance of a contract (6(1)(b) of the GDPR) | | **Service provision**: To facilitate and process service requests on DocuChat, to carry out financial, accountancy, and operational processes in relation to your subscriptions, and to collect payment from you | Performance of a contract (6(1)(b) of the GDPR) insofar as the purpose relates to the execution of a contract agreed with you or the provision of a service requested by you. Otherwise, the legal basis is legitimate interests (6(1)(f) of the GDPR). | | **Customer support**: To respond to your requests, to provide customer support on pre-sale and/or post-sale queries and issues, to help you solve any issues you may have with DocuChat, to update you about changes to our terms of service or privacy notice, or to contact you to know how your experience with us was | Performance of a contract (6(1)(b) of the GDPR) and legitimate interests in retaining you as a customer (6(1)(f) of the GDPR) | | **Service analysis and improvement**: To perform analytics and conduct customer research, to evaluate and develop new features and improvements to DocuChat by analyzing your interactions | Legitimate interests in running our business and improving our website and your experience (6(1)(f) of the GDPR) | | **Service maintenance**: To administer, operate, and maintain DocuChat, to understand, diagnose, troubleshoot, and fix issues with our app | Legitimate interests in running our business (6(1)(f) of the GDPR) | **Cyber security**: To ensure information security of our services and prevent any malicious use of DocuChat | Legitimate interests in ensuring the security of our services (6(1)(f) of the GDPR) | | **Compliance**: To comply with legal obligations and law enforcement requests, including participation in investigations and proceedings, complying with information requests from third parties based on any statutory information rights they have against us, retention and storage of your personal data to comply with specific legal retention requirements | Legal obligation (6(1)(c) of the GDPR) | | **Legal proceedings**: To establish, exercise, or defend legal claims | Legitimate interests in protecting our business (6(1)(f) of the GDPR) | If you are from Canada, we collect, use, disclose and otherwise process the personal information described above with prior notice in the applicable situations or as authorized by Canada’s Personal Information Protection and Electronic Documents Act (PIPEDA). ## To whom do we transfer your data? | Recipients | Reason for sharing your data | |---|---| | Technical service providers | We work with technical service providers who operates the technical infrastructure that we need, assist in protecting and securing our systems and services, and provide technical services to us for the provision of our services to you. These include but are not limited to email, customer support, and hosting service providers. | | Payment service providers | As we offer different payment options to our customers, we partner with payment service providers (sometimes called "payment processors") to ensure a smooth purchase experience for you. | | Consultants | We work with advisors (legal, financial, tax, or similar) to comply with applicable laws and exercise our rights, and these advisors may, from time to time, require access to your personal data to provide services to us. | | Authorities | We share your personal data when it is necessary for us to do so to comply with a legal obligation under applicable law or respond to a valid legal process. | ::callout{icon="i-carbon-information"} We may share your personal data with third parties located in countries other than your country. Your personal data, therefore, may be subject to privacy laws that are different from those in your country. Personal data collected within the European Union may, for example, be transferred to and processed by third parties located in a country outside of the European Union. In such instances, we ensure that the transfer of your personal data is carried out in accordance with applicable privacy laws and, in particular, that appropriate contractual, technical, and organizational measures are in place such as the Standard Contractual Clauses approved by the EU Commission. :: ## Data Protection and Security At DocuChat, we take the protection and security of your personal data, including Google (Drive) user data, very seriously. We have implemented robust security measures to safeguard your information: - **Encryption**: We use industry-standard encryption protocols to protect your data both in transit and at rest. This ensures that your information remains confidential and secure when it's transmitted over networks and stored in our systems. - **Access Controls**: We maintain strict access controls and authentication procedures to ensure that only authorized personnel can access your data. This includes the use of strong passwords, multi-factor authentication, and regular access reviews. - **Secure Infrastructure**: Our systems are hosted on secure, industry-leading cloud infrastructure with multiple layers of security controls, including firewalls, intrusion detection systems, and regular security audits. - **Data Minimization**: We collect and retain only the data necessary for the functioning of our services, reducing the risk of unnecessary data exposure. - **Employee Training**: Our team undergoes regular security awareness training to ensure they understand and follow best practices for data protection. - **Incident Response Plan**: We have a comprehensive incident response plan in place to quickly detect, respond to, and mitigate any potential data breaches or security incidents. These security procedures are in place to protect the confidentiality, integrity, and availability of your data, including any Google (Drive) user data we may process. We continuously review and update our security measures to adapt to evolving threats and maintain the highest standards of data protection. ## No training of AI models We never use any of your documents in DocuChat to develop, improve, or train generalized AI and/or ML models. This includes any files, websites, or Google Drive folders/files you might have added to your document library. Also Google Workspace APIs are not used to develop, improve, or train generalized AI and/or ML models. ## How long do we keep your data? We will store your personal data as long as is necessary for the purposes named in this privacy notice, especially for the fulfilment of our contractual and legal obligations. In general, we retain the data you provide to us for as long as you have your account with us and thereafter for such period as you may have questions or a claim in relation to our services, notwithstanding any superior retention period that we may be obliged to observe in accordance with legal requirements applicable to us. The specific retention periods for personal data are documented in our regional data retention guidelines because how long we retain personal data may vary depending on the services we provide and our legal obligations under applicable national law. The following factors typically affect the retention period: - **Necessity for the provision of our services**. This includes executing the user agreement with you, maintaining, and improving the performance of our services, keeping our systems secure, and maintaining appropriate business and financial records. Most of our retention periods are determined based on this general rule. - **Consent-based processing of personal data**. If we process personal data based on consent, we store the data for as long as necessary in order to process it according to your consent. - **Statutory, contractual, or other similar obligations**. Retention obligations may arise, for example, from laws or official orders. It may also be necessary to store personal data regarding pending or future legal disputes. Personal data contained in contracts, notifications and business letters may be subject to statutory storage obligations depending on national law. ## What are your rights? Depending on relevant laws in your country, you may have rights such as rights to request access, port, object, correct and erase the personal information that we hold about you. ### Your EEA, UK, and Swiss Rights If you are located in the European Economic Area (EEA), the UK or Switzerland, you have the following privacy rights: - You can access, correct, update, or delete your personal information. - You can object to processing of your personal information, ask us to restrict processing of your personal information or request portability of your personal information. - If you do not want us to use your email address to promote our own or third parties’ products or services, you can opt-out of receiving marketing emails at any time. - If we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. - You have the right to complain to a data protection authority about our collection and use of your personal information. For more information, please contact your local data protection authority. ### Your California Privacy Rights This Section of our privacy notice provides information for California consumers, as required under California privacy laws, including the California Consumer Privacy Act (“CCPA”). - You may request access to, or for a copy of the personal information we have collected, used, disclosed, and sold about you over the past twelve (12) months. - You may also request that we delete certain personal information we have collected from you. - You have a right not to receive discriminatory treatment for the exercise of your CCPA privacy rights. - You can request, under California Civil Code Section 1798.83, certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. - California consumers have the right to opt-out of the sale of their personal information. We do not and will not sell your personal information. We may provide third parties with certain personal information to provide or improve our products and services, for example to deliver services at your request. In such cases, we require those third parties to handle the information in accordance with applicable laws and regulations. California privacy laws also require that we provide California consumers information about how we use their personal information, whether collected online or offline. This document and specifically the sections above are intended to satisfy that requirement. ### Your Canadian Privacy Law Rights If your information is collected from within Canada, you have the following privacy rights: - You can access, correct, update, or delete your personal information. - If we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. - If you wish to make a complaint about a breach of Personal Information Protection and Electronic Documents Act (PIPEDA), please contact us using the details below and we will take reasonable steps to investigate the complaint and respond to you. If after this process you are not satisfied with our response, you can submit a complaint to the Office of the Privacy Commissioner of Canada. ## Inquiries and Requests You can reach out to us for general questions on privacy and to exercise your data protection rights by sending an email to hi@docuchat.io. Please note that to protect your personal information, we may need to verify your identity by a method appropriate to the type of request you are making. ## Changes We keep our privacy notice under regular review and might introduce updates from time to time. We will notify you of any changes by posting the new privacy notice on this page. For significant changes, we will notify you by email or by placing a prominent notice on our website. --- Source: https://www.docuchat.io/terms --- title: 'Terms of Service' description: 'Learn about the legal agreement between you and our company regarding the use of our website and applications.' date: '2023-12-14' image: '/og-main.jpg' --- These Terms of Service govern your use of DocuChat and its website (collectively **DocuChat**) provided by **DocuChat AI Limited**, residing at Spring Court, Spring Road, Altrincham, Cheshire, United Kingdom, WA14 2UQ (**we**). However, if you are on an enterprise plan and have executed a separate contract with us for use of DocuChat, that contract will take precedence over this Terms of Service. By using DocuChat, you agree to follow these terms and all applicable laws and regulations. If you do not agree with these terms, you are not allowed to use DocuChat. ::callout{icon="i-carbon-warning-alt" color="amber"} We reserve the right to review and change any of these terms at any time. When we do so, we will update this page. Any changes to these terms will take effect immediately upon being published. For significant changes, we will notify you by email or by posting a notice on our website. :: ## Changes to Our Service and Pricing We're always trying to improve DocuChat, which means we might add, change, or remove features. We do not guarantee that you'll always be able to use the service in the same way, but we'll do our best to make sure you're happy with it. But there may come a time when we need to discontinue the service altogether. If that happens, we'll give you a month's notice, and we'll provide you with a way to export your data from the platform. We also reserve the right to change our pricing and usage limits at any time. If we do so, we will notify you by email and/or by placing a prominent notice on our website. Such changes will not apply retroactively and will become effective no sooner than the next renewal period of your subscription. ## Cancellations and Refunds You can cancel your subscription at any time. Our default policy is not to offer refunds for the remaining time you had left. This means your subscription will not be renewed at the end of the subscription period. For example, if you are on a monthly plan and you cancel your subscription 10 days into the month, your subscription will end 20 days later and you will not be charged again. ::callout{icon="i-carbon-information"} This is, of course, excluding the money-back guarantee indicated on our landing page. If you would like to request a refund within the applicable period, please contact us at hi@docuchat.io. :: ## Limitations of Use You are not permitted to: - alter, copy, create derivative works from, decompile, or reverse engineer any materials or software found on this website; - remove any copyright or other proprietary markings from any materials or software on this website; - share the materials with another person or host them on a different server; - use this website or its associated services in a way that disrupts or abuses our networks or any other service provided by us; - transmit or publish any harassing, inappropriate, illegal, fraudulent, or offensive material using this website or its associated services; - use this website or its associated services in violation of any applicable laws or regulations; - use this website to send unauthorized advertising or spam; - collect user data without their consent using this website; - use this website or its associated services in a manner that infringes the rights of third parties, such as privacy or intellectual property rights. ## Intellectual Property We own or have a license for the intellectual property contained in the materials on this website and it is protected by copyright and trademark law. We allow users to download one copy of the materials for personal, non-commercial use. This is a license, not a transfer of ownership. This license will be terminated if you violate any of the restrictions or terms of use and we reserve the right to terminate the license at any time. ## User-Generated or User-Uploaded Content You retain ownership of the intellectual property rights for any content you submit to us for publication on our website. We do not claim ownership of your content, but we do require a license from you to use it. When you use our website or its associated services to post, upload, share, or transmit content that is protected by intellectual property rights, you grant us a non-exclusive, royalty-free, transferable, sublicensable, worldwide license to use, distribute, modify, run, copy, publicly display, translate, or create derivative works of your content in a way that is consistent with your privacy preferences and our Privacy Notice. ::callout{icon="i-carbon-information"} You can terminate this license **at any time** by deleting your content or account. :: ## Copyright Complaints (DMCA Policy) If you believe that content on our service violates your copyright, let us know, and we’ll address it. We comply with the DMCA and respond to all valid claims. Send us a notice at hi@docuchat.io, and we'll follow the DMCA process to resolve the issue. ## Liability The materials on DocuChat as well as any answers provided by chatbots on DocuChat are provided on an ‘as is’ basis. DocuChat makes no warranties, expressed or implied, and hereby disclaims and negates all other warranties including, without limitation, implied warranties or conditions of merchantability, fitness for a particular purpose, or non-infringement of intellectual property or other violation of rights, or, for chatbot answers, factual accuracy or truthfulness. DocuChat does not warrant or make any representations concerning the accuracy, likely results, or reliability of the use of the materials on its website or otherwise relating to such materials or on any sites linked to this site. DocuChat or its suppliers will not be hold accountable for any damages that will arise with the use or inability to use the materials on DocuChat, even if DocuChat or an authorize representative has been notified, orally or written, of the possibility of such damage. Some jurisdiction does not allow limitations on implied warranties or limitations of liability for incidental damages, these limitations may not apply to you. ## Events Beyond Our Control (Force Majeure) Sometimes, unexpected events that we can't control ("force majeure" events like natural disasters, acts of war, or serious accidents) might stop us from meeting our responsibilities under these terms. If that happens, we won't be held accountable for not providing the service or any delays. We're not saying it will happen, but if it does, please know it's out of our hands, and we'll do what we can once things are back to normal. ## Indemnification You hereby agree to indemnify, defend, and hold harmless us and our and directors, officers, employees, agents, representatives, partners, and contractors from and against all claims, losses, expenses, damages and costs (including, but not limited to, reasonable attorneys’ fees), resulting from or arising out of your actual or alleged breach of these terms, any content you provide through DocuChat, or your use or misuse of DocuChat. However, you will not be responsible for claims, damages, and costs which are found by a court of competent jurisdiction to have arisen solely from our violation of applicable law. ## Right to Terminate If you breach these Terms of Service, we reserve the right to suspend or terminate your access to our website and these Terms of Service immediately upon written notice to you. ## Severance If any part of these Terms of Service is found to be invalid or unenforceable, that part will be removed, and the remaining terms will remain in effect. ## Governing Law and Jurisdiction These terms are governed by and construed in accordance with the laws of England and Wales, without giving effect to its conflict of law principles. You agree to submit to the exclusive jurisdiction of the courts of England and Wales for any disputes arising out of or relating to these terms or your use of DocuChat.