Appricity docs
What Appricity does today, how to set it up, and what changed in each release.
Latest release: v0.1.13
Overview
- A tour of the workspaceThe Appricity workspace is organised into five sections, one for each kind of work. On a desktop they sit along one bar across the top of t…
- How Appricity worksAppricity has one idea at its centre: a single brain per company that knows your product, presented to different audiences by different age…
- Security and your dataThis page describes how Appricity keeps each customer's data separate and how it handles the credentials you give it. It describes how the…
- What is Appricity?Appricity gives a B2B sales team AI agents that know the company's product as well as its best people do, and that talk to prospects and cu…
- Which languages does Appricity support?Appricity treats language as part of the data, not an afterthought: every piece of knowledge, every conversation and every configured messa…
Features
- Admin chatAdmin chat is an assistant for the people who run your workspace. Instead of clicking through screens to find out how something is set up,…
- Answering incoming messagesTurn on Answer incoming messages for a connected channel and an Appricity agent replies to the people who message you, from your own knowle…
- Brand packsA brand pack is how your agents look and sound on the surfaces your buyers see: the website chat embed and voice deployments. It holds your…
- Company profileThe company profile is the short briefing every agent reads before it says anything: what your company sells, to whom, why customers choose…
- Connecting tools to your agentsYour agents know what's in your Appricity workspace. With MCP servers they can also use tools from your other systems: read a deal's stage…
- Consent, opt-outs and contact rulesEvery message an Appricity agent sends passes through one gateway, which checks your rules on the platform, before sending. An agent can't…
- Conversations and cited answersWork → Conversations is where you talk to the brain yourself, and where every conversation your agents have on other channels can be read i…
- CRM integrations (Salesforce, HubSpot, Pipedrive)Appricity connects to Salesforce, HubSpot and Pipedrive, so leads can flow in from your CRM, lead progress can flow back, and conversation…
- Demo StudioDemo Studio is where you turn the way your best people show your product into reusable demos. You record a walkthrough once, with your own…
- EmailConnect a mailbox and Appricity's agents can answer the people who write to it and follow up new leads from it, in your own domain and your…
- Knowledge sourcesEverything an Appricity agent says comes from your knowledge: the documents, transcripts and web pages you give it. Appricity breaks each s…
- Leads and lead sourcesLeads is the list of everyone who has asked to hear from you: where they came from, what they asked about, and how far the conversation wit…
- Needs review (inbound triage)A connected inbox or WhatsApp number often belongs to a real person, and not everyone who writes to it is a prospect. Triage decides, befor…
- Platform allowance and usage limitsAppricity runs your agents' conversations on its platform. This page explains how platform conversations are counted, how to cap them, and…
- PlaybooksA playbook is how Appricity follows up new leads. When a lead arrives from one of the playbook's sources, an agent starts the conversation…
- Prep toolsPrep tools turn your sales methodology into things a seller can take into a meeting: discovery questions, a qualification scorecard and a c…
- Product graphThe product graph is a map of what you sell: your products, their modules and features, the systems they integrate with, the people who buy…
- Refusal policySome questions shouldn't be answered by an AI agent, however good its knowledge. The refusal policy lists those topics and decides what the…
- Releases and versioned knowledgeIf your product ships in versions, the right answer depends on which version a buyer is asking about. Releases let you tell Appricity which…
- Role surfaces and agentsAppricity has one brain per company, but a prospect asking a first question and an existing customer asking about configuration need differ…
- Sales methodologiesA sales methodology gives Appricity's agents a structure for discovery: which stages a deal goes through, which questions surface each stag…
- Scheduling and agent-run meetingsWith built-in scheduling, Appricity's agents book meetings inside the conversation, and then run the meeting themselves, by voice, at the b…
- Scopes (partitions inside a workspace)A scope is a partition inside your workspace. It lets you keep some knowledge and conversations apart: one team's material from another's,…
- Swarm and Activity (watching and stopping your agents)When agents talk to your prospects without a person in every loop, you need two things: a live view of what they're doing, with a way to st…
- Use Appricity in your AI assistantMany sellers already work in an AI assistant all day. You can add Appricity to Claude, ChatGPT, Claude Code, Cursor or any other assistant…
- Voice agentsA voice deployment puts one of your agents on a public talk page where buyers have a spoken conversation with it, answered from your knowle…
- Voice exemplars (sounding like your team)Your documents say what your product does. They rarely say it the way your best people do. Voice exemplars are short passages from your own…
- Website chat embedPut an Appricity agent on your own website. Visitors ask questions in a chat panel and get answers from your knowledge, in your brand, at a…
- WhatsAppAppricity's agents can hold conversations on WhatsApp: answering people who message your number, and opening conversations with new leads.…
- WorkflowsA workflow is a sequence of automated steps that Appricity runs for you: summarising a conversation and logging it to your CRM, starting a…
Guides
- Adding chat to your websiteThis guide puts an Appricity chat on your website in about ten minutes. You'll need access to edit your site's pages, or someone who has it.
- Adding your knowledgeYour agents are only as good as what they've read. This guide covers the three ways to add knowledge, how to choose between them, and what…
- Building your first demoThis guide records a narrated walkthrough of your product and shapes it into a reusable demo in Demo Studio. Allow half an hour for the fir…
- Building your product graph and keeping knowledge currentTwo tools help agents talk about your product precisely: the product graph, which maps what you sell, and releases, which tie knowledge to…
- Choosing and customising a methodologyA methodology tells Appricity's agents how to run discovery and tells the prep tools what a qualified deal looks like. This guide helps you…
- Connecting an email mailboxThis guide connects a mailbox (Google Workspace, Microsoft 365, or any other mailbox through Other email (IMAP/SMTP)) and switches on answe…
- Connecting WhatsAppThis guide connects a WhatsApp number to Appricity and switches on answering. Start in Operations → Channels → WhatsApp → Add a WhatsApp nu…
- Following up leads with playbooksThis guide takes you from "leads arrive somewhere" to "an agent contacts every one within minutes". You need at least one connected channel…
- Getting started with AppricityThis guide covers your first half hour. By the end you'll have a workspace that knows your company, an agent with a name, one connected cha…
- Making agents sound like your teamOut of the box, agents answer accurately but in a neutral voice. This guide shows the three levers for making them sound like your company:…
- Preparing for calls with prep toolsThis guide shows a seller how to use the three prep tools around a real deal: before the first call, after it, and before the next importan…
- Setting the rules your agents work withinBefore agents contact people at volume, decide the rules they work within. This guide walks through the settings that matter, in the order…
- Setting up schedulingThis guide switches on built-in scheduling so agents book meetings in the conversation and run them, by voice, at the booked time.
- Troubleshooting answersWhen an agent gives a poor answer, the cause is almost always one of four things: the knowledge isn't there, the right knowledge wasn't fou…
FAQ
- FAQ: channels and messagingWhatsApp (through the official Business Platform or a linked phone), email (Google Workspace, Microsoft 365, or almost any other mailbox ov…
- FAQ: data, security and AINo. Each workspace is separate, and the separation is enforced in the database itself: it refuses to return another workspace's data to a r…
- FAQ: demos, voice and meetingsTurning the way your best people show your product into reusable demos. You record a walkthrough once, with your narration, then edit, reor…
- FAQ: getting startedThe setup wizard takes a few minutes: your website, the roles you want agents for, their names, your knowledge and one channel. Appricity r…