# A2V2.ai Docs

> Build, train, and embed AI agents on your own content.

## Docs

- [Agent Analytics (Beta)](https://docs.a2v2.ai/analytics/agent-analytics.md): See how a single agent is performing — conversations, messages, visitors, answer quality, and paid-access revenue — so you know what to improve next.
- [Analytics & Usage Overview](https://docs.a2v2.ai/analytics/overview.md): Where to see how much your agents cost and how well they're performing — the org-level Usage dashboard versus per-agent Analytics.
- [Usage Dashboard](https://docs.a2v2.ai/analytics/usage.md): Monitor credit usage across every agent and team member, filter by agent and date range, and catch a runaway agent before it drains your balance.
- [API Authentication](https://docs.a2v2.ai/api/authentication.md): Create an API key and secret, scope its permissions to an agent, and authenticate Open API requests.
- [API Endpoints](https://docs.a2v2.ai/api/endpoints.md): Reference for every A2V2.ai Open API endpoint — contacts, contact files, forms, and document extraction.
- [API Overview](https://docs.a2v2.ai/api/overview.md): Integrate A2V2.ai with your own systems — sync contacts, submit forms, extract document data, and embed the chat widget.
- [Widget JS API](https://docs.a2v2.ai/api/widget-js-api.md): Embed the A2V2.ai chat widget and control it in the browser with A2V2Widget.init() and .destroy().
- [Add-ons & Extras](https://docs.a2v2.ai/billing/add-ons.md): Buy extra agent slots and team-member seats without jumping to a bigger plan.
- [Auto-Recharge](https://docs.a2v2.ai/billing/auto-recharge.md): Automatically top up your credits when the balance gets low, so your agents keep answering through busy periods.
- [Checkout & Billing Portal](https://docs.a2v2.ai/billing/checkout-and-portal.md): Subscribe securely through Stripe checkout, then manage your payment method, invoices, and billing details in the customer portal.
- [Credits Explained](https://docs.a2v2.ai/billing/credits-explained.md): What credits are, the two pools your organization has, what spends them, and what happens when you run out.
- [Paid Agents (Pay for Access)](https://docs.a2v2.ai/billing/paid-agents.md): Charge your own visitors for access to an agent — set a price, access duration, and message allowance, and track the revenue.
- [Plans](https://docs.a2v2.ai/billing/plans.md): Choose a subscription that fits your stage — from a free start to growing teams — and see what each plan includes.
- [Create an Agent](https://docs.a2v2.ai/building/create-agent.md): Create, name, duplicate, and manage the AI agents in your organization.
- [Instructions](https://docs.a2v2.ai/building/instructions.md): Control how your agent behaves with instructions — its persona, tone, and rules — and manage versions.
- [Model & Temperature](https://docs.a2v2.ai/building/model-settings.md): Choose the AI model that powers your agent and tune how creative its answers are.
- [Skills](https://docs.a2v2.ai/building/skills.md): Give your agent structured reasoning for complex, multi-step tasks.
- [Tools](https://docs.a2v2.ai/building/tools.md): Give your agent built-in actions — look up a contact, escalate to a human, read an attached file — so it can do more than answer questions.
- [Core Concepts](https://docs.a2v2.ai/concepts.md): The handful of ideas that explain how everything in A2V2.ai fits together.
- [Choosing a Model](https://docs.a2v2.ai/concepts/choosing-a-model.md): How to pick the AI model that powers your agent — balancing answer quality, speed, and credit cost.
- [Data Privacy & Isolation](https://docs.a2v2.ai/concepts/data-privacy-and-isolation.md): How A2V2.ai keeps each organization's and agent's data separate, private, and under your control.
- [How RAG Works](https://docs.a2v2.ai/concepts/how-rag-works.md): How A2V2.ai grounds every answer in your own content — so your agent cites its sources instead of guessing.
- [Conversation History](https://docs.a2v2.ai/conversations/history.md): Review every past conversation your agent has had, see which sources grounded each answer, and correct answers that missed.
- [Automations](https://docs.a2v2.ai/crm/automations.md): Decide automatically who owns each new contact and what pipeline stage they start in — so leads never sit unassigned.
- [Contacts](https://docs.a2v2.ai/crm/contacts.md): View, add, and organize the people who talk to your agent — with notes, files, and their full chat history in one place.
- [Custom Fields](https://docs.a2v2.ai/crm/custom-fields.md): Capture the information that matters to your business — and let your agent fill it in during conversations.
- [Forms](https://docs.a2v2.ai/crm/forms.md): Build forms with drag-and-drop, share them with a link, and review every submission against the right contact.
- [CRM Overview](https://docs.a2v2.ai/crm/overview.md): Turn the conversations your agent has into a contact list you can follow up on, qualify, and grow.
- [Appearance](https://docs.a2v2.ai/customize/appearance.md): Style your agent's chat widget to match your brand — colors, avatar, and the chat bubble.
- [Message Customization](https://docs.a2v2.ai/customize/messages.md): Set the welcome message and suggested questions that greet your visitors.
- [Micro Landing Page](https://docs.a2v2.ai/customize/micro-landing-page.md): Give your agent its own shareable mini landing page — bio, products, YouTube videos, links, and socials — without embedding anything on a website.
- [Embed & Install](https://docs.a2v2.ai/embed/install.md): Add your agent to any website as a floating chat bubble or an inline iframe.
- [Visibility & Access](https://docs.a2v2.ai/embed/visibility.md): Control who can use your embedded agent and preview it before it goes live.
- [FAQ](https://docs.a2v2.ai/faq.md): Quick answers to the questions customers ask most about building, training, embedding, and billing A2V2.ai agents.
- [Integrations](https://docs.a2v2.ai/integrations/overview.md): Connect external systems to A2V2.ai so data flows in automatically — including importing patient records from Tebra EMR.
- [Import from Tebra](https://docs.a2v2.ai/integrations/tebra.md): Bring patient records from Tebra EMR into your A2V2.ai CRM — demographics, clinical notes, medications, vitals, and labs — with a guided, owner-only import wizard.
- [Introduction](https://docs.a2v2.ai/introduction.md): A2V2.ai lets you build AI agents trained on your own content and embed them anywhere.
- [Manage & Reprocess Sources](https://docs.a2v2.ai/knowledge-base/manage-sources.md): Track source status, reprocess after changes, and remove content your agent should forget.
- [Knowledge Base Overview](https://docs.a2v2.ai/knowledge-base/overview.md): The knowledge base is the content your agent answers from. Here's how it works and how to fill it.
- [Add Q&A Pairs](https://docs.a2v2.ai/knowledge-base/qa.md): Give your agent exact answers to the questions you already know customers ask.
- [Add Text Snippets](https://docs.a2v2.ai/knowledge-base/text.md): Paste plain text straight into your agent's knowledge base — no file needed.
- [Upload Files](https://docs.a2v2.ai/knowledge-base/upload-files.md): Train your agent on PDF, DOCX, and TXT documents.
- [Add Links (Websites)](https://docs.a2v2.ai/knowledge-base/website.md): Train your agent on the content of a web page by adding its link.
- [Add YouTube Videos](https://docs.a2v2.ai/knowledge-base/youtube.md): Train your agent on the spoken content of a YouTube video.
- [Quickstart](https://docs.a2v2.ai/quickstart.md): Build, train, and embed your first AI agent in about 5 minutes.
- [API Keys & Permissions](https://docs.a2v2.ai/settings/api-keys.md): Create scoped API keys so external apps can securely read and write your CRM contacts and extract documents.
- [Audit Logs](https://docs.a2v2.ai/settings/audit-logs.md): See who did what and when across your organization — every create, update, delete, and sign-in, filterable and inspectable.
- [Members & Roles](https://docs.a2v2.ai/settings/members-and-roles.md): Invite your team into your workspace and control what each person can do with Owner, Admin, and User roles.
- [Organization Settings](https://docs.a2v2.ai/settings/organization.md): Name your workspace — the shared container that holds your agents, contacts, team, and billing.
- [Your Profile](https://docs.a2v2.ai/settings/profile.md): Set your name and profile picture so your activity and team records show the real you.
- [Tasks](https://docs.a2v2.ai/tasks/overview.md): Turn the follow-ups buried in your conversations into assigned, trackable work — with statuses, checklists, comments, and watchers your whole team can see.
- [Playground](https://docs.a2v2.ai/testing/playground.md): Compare models, temperatures, and instructions side-by-side — and test with your voice.
- [Sandbox](https://docs.a2v2.ai/testing/sandbox.md): Chat with your agent, tune its model and instructions, and watch how it answers — all in one place.
- [Troubleshooting](https://docs.a2v2.ai/troubleshooting.md): Find the symptom you're seeing and the fastest fix — wrong answers, stuck sources, a missing widget, exhausted credits, and access problems.
- [What Your Visitors Experience](https://docs.a2v2.ai/widget/end-user-experience.md): A tour of the chat from the visitor's side: streaming answers, suggested questions, feedback, file uploads, voice input, saved history, and the A2V2.ai branding.
- [Install on Your Platform](https://docs.a2v2.ai/widget/install-platforms.md): Step-by-step instructions for adding the A2V2.ai chat bubble or iframe to plain HTML, WordPress, Webflow, Shopify, and Google Tag Manager.
- [Sign-In & Paywall (Visitor Side)](https://docs.a2v2.ai/widget/restricted-and-paid-access.md): What visitors experience when an agent is gated: email OTP sign-in for restricted agents, and the Stripe paywall for Pay-for-Access agents.