NewChatbot Builder v1.4 — conditional branching, templates & more

How can we help?

Guides, tutorials, and references to help you get the most out of Orbinto.

Quick Start

Step 1

Set up your workspace

Create your account, invite your team, and configure your workspace settings.

Create accountConfigure workspaceInvite team
8 articles
Step 2

Install Orbinto on your website

Add the chat widget to your site in minutes. Works with any platform.

Copy snippetPaste before </body>Verify widget
5 articles
Step 3

Launch your first chatbot

Build automated workflows with our codeless chatbot builder.

Choose templateSet triggerPublish bot
6 articles

Popular Articles

Install the Orbinto widget on your website

Getting Started·3 min read

Customize chat widget colors, position & behavior

Live Chat·4 min read

Create your first chatbot workflow

Chatbot Builder·6 min read

Set up conversation routing & assignment rules

Live Chat·5 min read

Connect your CRM via API or native integration

Integrations·4 min read

Understanding visitor tracking & real-time monitoring

Visitor Tracking·5 min read

Browse by Topic

Live Chat

15 articles

Conversations, routing, canned responses, customization, and operator tools.

Widget setupRouting rulesCanned responsesFile sharing

Chatbot Builder

12 articles

Creating bots, triggers, conditions, templates, testing, and publishing.

Flow editorTriggersTemplatesConditional logic

Visitor Tracking

10 articles

Real-time monitoring, visitor profiles, page tracking, segments, and lead scoring.

Live visitor listProfilesSegmentsPage analytics

Account & Settings

8 articles

Billing, team management, permissions, notifications, security, and data export.

Team & rolesBillingNotificationsData export

CRM Integrations

Coming Soon
6 articles

Connect Salesforce, HubSpot, Zoho CRM, Pipedrive, Freshsales, and Dynamics 365.

SalesforceHubSpotZoho CRMPipedrive

AI Features

Coming Soon
4 articles

AI writing assistant, auto-summaries, auto-tagging, and NLP chatbot configuration.

Writing assistantAuto-summariesAuto-taggingNLP config

Session Recordings

Coming Soon
4 articles

Configure recordings, heatmaps, privacy controls, and replay sessions.

SetupPrivacy maskingHeatmapsReplay

Webhooks & API

6 articles

Event webhooks, REST API overview, authentication, and rate limits.

REST APIWebhooksAuthenticationSDKs

Installation Guides by Platform

Step-by-step guides to add Orbinto to your website or app. Choose your platform:

WWordPressSShopifyWWixSSquarespaceWWebflowNNext.jsRReactVVue.jsAAngular<>HTML/JSPPHPRRuby on Rails

Video Tutorials

View all videos →

Getting Started with Orbinto

Complete walkthrough from signup to your first conversation.

5:30

Build a Lead Capture Bot in 10 Minutes

Step-by-step chatbot tutorial with templates.

10:15

Mastering Conversation Routing

Set up rules to auto-assign chats to the right agents.

7:45

Widget Customization Deep Dive

Colors, position, CSS overrides, and advanced styling.

6:20

Role-Based Guides

For Support Agents

Day-to-day guide for handling conversations, using canned responses, chatbot handoffs, and managing your queue.

Handling conversations
Canned responses
Handoffs
Queue management
Keyboard shortcuts

For Administrators

Setup and management guide covering workspace configuration, team permissions, billing, integrations, and analytics.

Workspace setup
Team & permissions
Billing
Integrations
Reports & analytics

For Developers

API integration, webhooks, custom widget configuration, SDKs, and building on top of Orbinto.

REST API
Webhooks
JavaScript SDK
Widget API
OAuth & authentication

Frequently Asked Questions

How do I install the Orbinto widget on my website?
Copy the JavaScript snippet from Settings → Installation and paste it before the closing </body> tag on your website. Works with any platform including WordPress, Shopify, Wix, and custom sites. You can also use our platform-specific plugins for one-click installation.
Can I customize the chat widget colors and position?
Yes. Go to Settings → Widget Appearance to change colors, position (bottom-right, bottom-left, side), launcher icon, welcome message, and more. Paid plans support full CSS customization for complete control over the widget’s look and feel.
How do I invite team members?
Go to Settings → Team → Invite. Enter their email address and select a role (Admin or Operator). They’ll receive an invitation email to create their account. Admins can manage settings and billing; Operators can handle conversations.
What browsers does Orbinto support?
The Orbinto dashboard supports Chrome, Firefox, Safari, and Edge (latest two versions). The chat widget works in all modern browsers including mobile browsers on iOS and Android.
How do I export my data?
Go to Settings → Data → Export. You can export conversations, contacts, visitor data, and chatbot analytics in CSV or JSON format. Enterprise plans support scheduled automatic exports.
Where can I find my API key?
Go to Settings → Developers → API Keys. You can generate new keys and manage existing ones. API access is available on all plans. See our API Reference for full endpoint documentation.
How does conversation routing work?
Orbinto can automatically assign conversations based on page URL, visitor segment, operator availability, or round-robin distribution. Set up rules in Settings → Routing. You can also manually transfer conversations between operators.
Can I use Orbinto on multiple websites?
Yes. Each workspace supports multiple websites. Add additional domains in Settings → Installation → Allowed Domains. All conversations from all sites appear in your unified inbox.
What happens when all operators are offline?
When no operators are available, Orbinto automatically shows an offline contact form. Visitors can leave their name, email, and message. You’ll receive a notification when a new offline message arrives, and it appears in your inbox when you’re back online.
How do I set up a chatbot trigger?
In the Chatbot Builder, click “Add Trigger” and choose when the bot should activate: on page load, after a time delay, on scroll depth, on exit intent, or based on visitor attributes. You can combine multiple conditions for precise targeting.
Is there a mobile app?
Mobile apps for iOS and Android are on our roadmap. In the meantime, the Orbinto dashboard is fully responsive and works great on mobile browsers — you can manage conversations on the go.
How do I cancel my subscription?
Go to Settings → Billing → Cancel Subscription. Your account will remain active until the end of your current billing period. Annual plans are eligible for a pro-rated refund within the first 30 days.

Quick Links

API Reference

Endpoints, SDKs & webhooks

System Status

All systems operational

Changelog

Latest product updates

Chat with Us

Can't find what you need? Our support team is available Monday–Friday, 9 AM–6 PM EST.

Email Support

Send us a detailed message and we'll get back to you within 24 hours. Include screenshots if possible.

support@orbinto.com