Customer-support automation
Resolve repetitive product and policy questions while escalating account, billing, complaint, and low-confidence cases.
Independent tool overview
Chatbase at a glance
Chatbase is a hosted platform for building AI customer-support, sales, and engagement agents that answer from business data, work across chat, email, voice, and messaging channels, and can take actions or escalate to people.
Visit the official Chatbase site ↗
- Product type
- AI customer-support and sales agent platform
- Free plan
- 50 message credits, one agent, and 1 MB training content
- Channels
- Web, messaging, email, voice, and telephony
- Knowledge
- Websites, files, text, Q&A, Notion, databases, and tickets
- Actions
- Built-in and custom API actions
- Human support
- Helpdesk escalation and channel takeover
- Compliance
- GDPR and SOC 2 Type II; Enterprise HIPAA-eligible
Overview
What Chatbase is
Chatbase has evolved well beyond a basic chatbot trained on a PDF or website. Its current product combines source-grounded answers, procedures, actions, channel integrations, customer personalization, helpdesk workflows, human escalation, analytics, outbound campaigns, voice, and telephony.
Teams can add websites, files, text, Q&A pairs, Notion pages, databases, and support tickets as knowledge. Agents then deploy through a website widget and a broad set of services including WhatsApp, Messenger, Instagram, Slack, Shopify, WordPress, and major helpdesks.
The self-serve plans all include one agent and relatively small training-content limits, while capacity, teammates, actions, and customer-service features increase sharply by tier. Production evaluation should focus on resolution quality, escalation accuracy, action safety, and cost per resolved case—not whether the demo can answer a few sample questions.
Use cases
Who Chatbase is best for
The strongest fit depends on the job you need the product to complete, not the size of its feature list.
Sales qualification
Answer product questions, capture leads, personalize conversations, and book meetings.
Omnichannel teams
Reuse an agent across a website, helpdesk, social messaging, WhatsApp, Slack, and other supported channels.
Transactional support
Use verified customer identity and actions for Stripe, Shopify, scheduling, and internal-system workflows.
CX optimization
Analyze topics, sentiment, satisfaction, resolution, and escalation patterns to improve sources and procedures.
Capabilities
Core Chatbase features
Multi-source training
Ground agents in websites, files, text, Q&A, Notion, databases, and—on Pro—existing support tickets.
Model-agnostic routing
Paid plans expose models from OpenAI, Anthropic, Google, DeepSeek, Meta, Moonshot, Mistral, and Z.ai.
Actions and procedures
Use built-in Stripe, scheduling, lead, search, Slack, and helpdesk actions or connect custom APIs and client-side tools.
Human escalation
Create tickets with conversation context in Zendesk, Salesforce, Intercom, Zoho Desk, Freshdesk, HubSpot, Help Scout, and other helpdesks.
Channel deployment
Deploy on websites, WordPress, Shopify, WhatsApp, Messenger, Instagram, Slack, Twilio, and other supported services.
Voice and telephony
Standard adds voice, phone channels, and concurrent-call support for conversational service.
Personalized contacts
Verify user identity and connect contact records so agents can provide account-specific responses and actions.
Analytics
Measure chats, topics, sentiment, feedback, resolution, escalations, satisfaction, and channel performance.
Testing and iteration
Run realistic customer scenarios, inspect failures and escalations, then adjust instructions, procedures, and sources.
Process
How the Chatbase workflow works
Step 1
Define the service boundary
Choose the exact intents the agent should resolve and the billing, security, legal, complaint, and account cases that require people.
Step 2
Curate authoritative sources
Load approved product, policy, support, and account data; assign owners and remove obsolete or conflicting material.
Step 3
Write procedures and actions
Describe when each workflow should run, what data it needs, what it changes, and what confirmation is required.
Step 4
Secure identity and permissions
Verify users before exposing account data, use least-privilege credentials, and restrict domains, rates, roles, and action scope.
Step 5
Configure escalation
Connect the helpdesk and test explicit human requests, repeated failures, low confidence, sensitive issues, and urgent cases.
Step 6
Test every channel
Run realistic conversations across web, messaging, and voice, including prompt injection, outages, ambiguity, and abusive traffic.
Step 7
Optimize from outcomes
Track resolution, satisfaction, escalations, containment errors, action failures, credit use, and cost per resolved case.
Cost
Chatbase pricing and free plan
Chatbase sells monthly and annual subscriptions; annual billing is 20% lower. Every self-serve tier includes one agent, so additional agents and unbranded deployment can materially increase the total. Message credits count AI-generated responses rather than the initial user message.
Free
$0/month
A minimal sandbox with one member and limited models.
- 50 message credits per month
- One agent and zero actions
- 1 MB training content
- Deleted after 14 days of inactivity
Hobby
$40 monthly or $32/month annually
Small deployments with advanced models, integrations, attachments, and basic analytics.
- 700 credits
- One agent and five actions
- 10 MB training content
- Two members
- Seven-day trial
Standard
$150 monthly or $120/month annually
Operational customer service with helpdesk, voice, API, personalization, and advanced integrations.
- 4,000 credits
- One agent and eight actions
- 20 MB training content
- Three members
- Voice, telephony, outbound campaigns, and auto-retraining
Pro
$500 monthly or $400/month annually
Higher message volume plus advanced analytics and source-improvement tools.
- 15,000 credits
- One agent and 12 actions
- 40 MB training content
- Five members
- Source suggestions and tickets as a source
Enterprise
Custom
Higher limits and enterprise security, governance, support, and data terms.
- Custom roles, permissions, and SSO
- White-labeling and audit logs
- SLAs and success manager
- HIPAA-eligible and zero-retention options
Add-ons
From $25/month
Increase agents, credits, or remove Chatbase branding.
- $25 per additional agent per month
- $40 per 1,000 non-expiring auto-recharge credits
- $99/month to remove Powered by Chatbase
Pricing checked . Check current pricing at the source ↗
Assessment
Chatbase strengths and limitations
Where it stands out
- Combines knowledge grounding, customer context, actions, channels, helpdesk, and analytics in one product.
- Broad native integration coverage across support, CRM, commerce, scheduling, messaging, and automation tools.
- Explicit human-escalation workflows preserve conversation history and user context.
- Supports both server-side APIs and client-side custom actions for product integration.
- Topic, sentiment, feedback, and escalation analysis create a practical improvement loop.
- Public pricing clearly exposes credits, seats, actions, training size, and major add-on costs.
- SOC 2 Type II, encryption, domain allowlists, rate limits, roles, and an Enterprise zero-retention option support procurement.
What to consider
- Every self-serve plan includes only one agent; multi-agent setups require a $25-per-agent monthly add-on.
- Training-content limits are modest at 1 MB to 40 MB and can constrain documentation-heavy support teams.
- The Free agent is deleted after 14 inactive days, making it unsuitable as a durable staging environment.
- Removing Chatbase branding costs $99 per month unless covered by a negotiated enterprise arrangement.
- Voice, telephony, helpdesk, API access, personalization, and advanced integrations require the $150 monthly Standard tier or higher.
- Actions that expose billing or change subscriptions can cause real damage if identity, authorization, confirmation, and rollback are weak.
- Automated sentiment, resolution, and topic labels are useful signals but need calibration and human audit.
- Chatbase processes service data in the United States and retains it for the business relationship and a period afterward; stricter retention requires Enterprise terms.
Compare
Chatbase alternatives
The right alternative depends on the specific output, workflow, controls and budget your project requires.
Educators
BrainyBear
A lower-cost hosted option for website and messaging agents with recurring assistant tasks and model-weighted credits.
Explore BrainyBear →Business Operations
Voiceflow
Better for teams that prioritize visual conversation design, prototyping, and multi-channel voice or chat flows.
Explore Voiceflow →Business Operations
ChatBotKit
A developer-oriented platform for embedding conversational experiences and custom integrations.
Explore ChatBotKit →Business Operations
AI Chatbot on Zapier
Best when chatbot-triggered work should live inside an existing Zapier automation ecosystem.
Explore AI Chatbot on Zapier →Questions
Chatbase FAQs
What is Chatbase?
Chatbase is a platform for building AI agents for customer support, sales, and engagement. Agents answer from business sources, deploy across channels, take approved actions, and escalate cases to people.
Is Chatbase free?
Yes. Free includes one agent, one member, 50 monthly message credits, and 1 MB of training content. The agent is deleted after 14 days of inactivity.
How much does Chatbase cost?
Monthly pricing is $40 for Hobby, $150 for Standard, and $500 for Pro. Annual billing lowers the monthly equivalents to $32, $120, and $400. Enterprise is custom.
What counts as a Chatbase message credit?
Chatbase documentation says credits are calculated for AI-generated responses, not the initial user messages. Subscription credits renew monthly; auto-recharge credits are sold separately and do not expire.
Can Chatbase hand a conversation to a human?
Yes. It can create a ticket with conversation history and user details in supported helpdesks. Messenger also supports direct human takeover of a selected conversation.
Can Chatbase take actions?
Yes. It supports actions for Stripe, scheduling, web search, lead collection, Slack, helpdesk escalation, custom APIs, and client-side code. Actions must be permissioned and tested like production software.
Which channels does Chatbase support?
The current integration list includes websites, WordPress, Shopify, WhatsApp, Messenger, Instagram, Slack, Twilio, multiple helpdesks, and other business systems. Standard also adds voice and telephony.
Does Chatbase use customer data to train AI models?
Chatbase says it does not use customer data to train AI models and uses retrieval-augmented generation for responses. Its security page also states that model providers do not use that data for training.
Is Chatbase HIPAA compliant?
The public pricing page describes Enterprise as HIPAA-eligible, not every plan. Healthcare buyers should obtain the required agreement and verify configuration, subprocessors, retention, access, and audit requirements before use.
Bottom line
Our Chatbase verdict
Chatbase is a mature choice for teams that want one platform spanning support knowledge, actions, customer context, channels, escalation, and CX analytics. The tradeoff is pricing: meaningful service operations begin at Standard, while extra agents and unbranded deployment can raise costs quickly.
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