Documentation

Nezaton Docs

Everything you need to set up, configure, and integrate Nezaton. Whether you are a business owner deploying your first bot or a developer building an integration — this is your reference.

Getting Started Products AI Configuration Channels Dashboard API Webhooks Billing

Getting Started

Create an Account

Go to nezaton.com/signup and create your account with your email or Google. No credit card is required.

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Enter your name, email, and a password (minimum 8 characters)

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Or click Continue with Google for one-click signup

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You are taken directly to your dashboard after signup

Buy and Activate a Product

Each product requires a one-time setup payment to activate, then a monthly subscription. After payment your product appears in the dashboard immediately.

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Go to nezaton.com/pricing and select your product

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Choose India (₹ INR) or International ($ USD) pricing

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Complete payment through Razorpay

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Your product is activated and visible in the dashboard

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Open product settings to configure your AI

Onboarding Checklist

After activating a product, your dashboard shows an onboarding checklist:

Complete your profile

Add your name and photo in Account settings

Create your first bot

Purchase a product from the Pricing page

Connect a channel

Link your website, Instagram, WhatsApp, or email in product settings

Test your chatbot

Use the Test Message tool in product settings

Set up billing

Confirm your subscription is active in Billing

Products

Nezaton has four products. Each is a separate AI assistant for a specific channel. All products share the same core features: lead capture, appointment booking, human handoff, and a conversation dashboard.

🌐

Website AI

type: website_ai

Embeds as a chat widget on your website. Visitors click the widget and chat with the AI.

Requires:

A website where you can paste one line of code.

📸

Instagram DM AI

type: instagram_ai

Automatically replies to text DMs on your Instagram Business account. Media messages are routed to your team.

Requires:

An Instagram Business account connected to a Facebook Page via Meta.

💬

WhatsApp AI

type: whatsapp_ai

Replies to incoming WhatsApp messages on your WhatsApp Business number.

Requires:

A WhatsApp Business account with Meta Business API access.

📧

Email AI

type: email_ai

Reads incoming emails and sends professional replies automatically.

Requires:

A business email account (Gmail, Outlook, or custom SMTP).

AI Configuration

Go to your product → Settings → AI Configuration to configure how the AI responds. The AI uses everything you add here to answer customer questions.

Business Profile

Settings → Business Profile

The most important section. Add your business name, type, description, services, support email, support phone, working hours, and language. The AI uses this as its base knowledge.

FAQs

Settings → FAQs

Add question and answer pairs for common customer questions. The AI checks FAQs first before generating a response. The more FAQs you add, the more accurately the AI answers.

Tone

Settings → AI → Tone

Set the communication style: Professional, Friendly, or Casual. This affects how the AI phrases responses.

Custom Instructions

Settings → AI → Custom Instructions

Add specific instructions — for example: 'Always mention our free delivery offer' or 'Do not discuss competitor products'. These instructions are always followed.

Fallback Message

Settings → AI → Fallback Message

The message the AI sends when it cannot confidently answer before escalating. Default: 'Let me connect you with our team.'

Handoff Keywords

Settings → AI → Handoff Keywords

Words that trigger an immediate human handoff. If a customer message contains any of these words, it goes straight to your team.

Language

Settings → AI → Language

Set the language for AI replies. Default is English. The AI can reply in any language you configure here.

Business Hours

Settings → Business Hours

Set your open and close times per day. Outside these hours, the AI uses your offline message instead of a regular response.

Channels

🌐

Website Widget

Go to Settings → Channels → Website to get your embed code after configuring your product.

Paste before </body> on your website:

<script src="https://cdn.nezaton.com/widget.js" data-id="YOUR_PRODUCT_ID" async></script>

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Widget color and position are set in Settings → Channels → Website

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Restrict the widget to specific domains to prevent unauthorized use

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The widget appears as a floating chat button on your website

📸

Instagram DM

Go to Settings → Channels → Instagram and enter the following:

Access Token

Long-lived page access token from Meta Business Suite

Page ID

Your Facebook Page ID connected to your Instagram account

Instagram Account ID

Your Instagram Business account ID

Note: Text DMs are handled by AI. Replies to reels, stories, images, and videos are automatically routed to your human agent.

💬

WhatsApp Business

Go to Settings → Channels → WhatsApp and enter the following:

Access Token

WhatsApp Business API access token from Meta

Phone Number ID

The ID of the WhatsApp phone number to connect

Business Account ID

Your Meta WhatsApp Business Account ID

📧

Email

Go to Settings → Channels → Email and enter your mail server credentials:

SMTP Host

Your outgoing mail server (e.g. smtp.gmail.com)

SMTP Port

Usually 587 for TLS or 465 for SSL

Email / Username

Your full email address

Password / App Password

For Gmail, use an App Password not your regular password

From Name

The name that appears on outgoing AI replies

Dashboard

Overview

/dashboard

Your main dashboard. Shows total products, active bots, new leads today, open handoffs, upcoming appointments, and recent activity feed.

My Products

/dashboard/products

List of all your active bot instances. Click a product to see its conversations, leads, and settings.

Leads

/dashboard/leads

All customer contacts captured by your AI. Filter by product, status, source, or date. Export as CSV. Add notes and track status.

Conversations

/dashboard/conversations

Full chat history from all your bots. Search by message content. Filter by product or date range.

Appointments

/dashboard/appointments

All appointments booked through your AI. Confirm, cancel, or reschedule. Filter by status or date.

Handoffs

/dashboard/handoffs

Conversations escalated to your human team. Shows the reason, AI summary, and allows you to reply directly.

Analytics

/dashboard/analytics

Charts and stats for conversations, leads, handoff rate, AI resolution rate, and revenue. Filter by period.

Billing

/dashboard/billing

All your active subscriptions, invoices, upcoming billing dates, and payment history.

API

The Nezaton API lets you integrate with your own systems. All endpoints require authentication via Bearer token or API key.

Base URL

https://api.nezaton.com/api/v1

Bearer Token

Authorization: Bearer YOUR_ACCESS_TOKEN

API Key

X-API-Key: sk_live_YOUR_API_KEY

Key Endpoints

POST/auth/login

Authenticate and get access token

GET/products

List all your products

POST/products/:id/chat

Send a message to your chatbot

GET/leads

Get all captured leads

GET/conversations

Get all conversations

GET/appointments

Get all appointments

GET/analytics/overview

Get dashboard analytics

POST/payments/create-order

Create a payment order

GET/billing/subscriptions

List active subscriptions

The full API reference is available at Dashboard → API → Reference.

Webhooks

Webhooks let Nezaton notify your system when events happen. Go to Dashboard → API → Webhooks to create one.

Available Events

message.received

lead.created

lead.converted

appointment.created

appointment.confirmed

appointment.cancelled

handoff.created

handoff.resolved

payment.success

payment.failed

subscription.cancelled

subscription.renewed

Signature Verification

const sig = req.headers['x-nezaton-signature']
const body = JSON.stringify(req.body)
const expected = crypto
  .createHmac('sha256', YOUR_SECRET)
  .update(body)
  .digest('hex')
const isValid = sig === expected

Your webhook secret is shown once when created. Rotate it from Dashboard → API → Webhooks → Rotate Secret.

Billing

Manage all billing from Dashboard → Billing. Each product has its own independent subscription.

View subscriptions

Dashboard → Billing → Subscriptions shows all active subscriptions with next billing date and amount.

View invoices

Dashboard → Billing → Invoices shows all payment history including setup fees and monthly charges.

Cancel a subscription

Dashboard → Billing → Subscriptions → Cancel. Your product stays active until the end of the current billing period.

Retry a failed payment

Dashboard → Billing → Subscriptions → Retry. A Razorpay window opens to complete the payment.

View upcoming billing

Dashboard → Billing → Upcoming shows what will be charged and when for all active subscriptions.

For billing questions see our Refund Policy or contact support@nezaton.com.

Need Help?

If something is not covered here or you need hands-on help with setup, our support team is available. We typically respond within one business day.

Contact Support Browse FAQ

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