Girard AI documentation

Create your account, set up your organization, and get oriented.

Manage your profile and 2FA, invite teammates, and set permissions.

Choose light/dark mode and an accent color for your organization from Settings → Appearance.

Build and publish sites with a drag-and-drop editor and custom domains.

Track every contact and move deals through pipelines.

Reply to emails, website chats and form submissions in one place.

Send from your own domain and build reusable templates.

Collect leads and feedback, then share or embed your forms.

Let people book time with you through a public booking page.

Put busywork on autopilot with triggered actions.

Add a live chat bubble and answer visitors in real time.

Reach the AI-powered support chat bubble inside the app (and on the marketing site).

How conversations move between the AI assistant and your team, and how to take over from the Inbox.

How bug reports and follow-ups filed by your chat widget become tickets, and how to work them.

Ingest documents from URLs or text, run semantic search, and ground your AI assistant.

Connect Stripe, create products, send invoices and track orders.

Subscriptions, add-ons, usage-based charges and your wallet.

Become an agency, provision and brand client workspaces, and roll up billing.

Quick answers to the questions we hear most.

Practical, quickest-first fixes for common issues.