My Honest Chatbase Review After Using It For 4 Years (2026)

Chatbase has always been one of the easiest ways to build an AI chatbot. And it just got easier: you no longer need to click through the platform, because you can simply tell Chatbase what you want and it makes the changes for you.

But should you use it for your business?

I have used Chatbase for my clients for more than 4 years, so I know exactly what works and what doesn’t.

In this review, I will show you what makes Chatbase great, where it falls short, and what it costs.

Our Verdict

Our Verdict

Chatbase is one of the easiest platforms to build AI agents.

You can train it on your website or documents. And within minutes, it answers questions based on your data, without any technical setup.

You don’t even need technical experience to improve it. You can simply tell the Chatbase AI (called the Backstage) what you want to change, and it makes the changes for you.

This makes it a great fit for anyone that wants to get started with AI quickly.

At the same time, Chatbase goes beyond the basics. It can do AI actions like booking appointments or checking order info. And it comes with a built-in live chat and help desk, so a human can jump in whenever the AI needs one.

Chatbase offers both free and paid plans, starting at $40/month.

Pros

• Talk to an AI to change or improve your AI agent (the Chatbase Backstage)
• Chatbot can be set up in less than 10 minutes
• AI Knowledge Base
• Connect with other tools using AI Actions
• Easily update AI answers with Chat Logs and Suggestions
• Built-in live chat and help desk
• Livechat integrations with Zendesk, Salesforce, Hubspot, Zoho Desk & Freshdesk

Cons

• Cannot create chatbot flows
• No marketing possibilities on Facebook and Instagram
• Cannot send proactive messages on the website

Go to Chatbase

4.5

Plans Cost

$40 to $500

Introductory offer

Free plan with 1 chatbot and 50 message credits/month

Standout features

Easy to set up, Ask AI to make changes, Data sources, AI Actions, WhatsApp Outbound

What is Chatbase?

Chatbase is an AI chatbot platform that lets you build AI agents trained on your own data.

You can train it on your website, documents or knowledge base. Then, Chatbase will use it to automatically reply to questions.

But Chatbase goes beyond simple chatbots. You can also connect your agent to other tools, allowing it to take actions like booking appointments, checking order statuses, or collecting leads.

One thing that stands out is how easy it is to get started. Unlike more complex platforms that require technical setup, Chatbase lets you go build an AI chatbot in just a few minutes.

Chatbase at a Glance

So what can Chatbase actually do? Here are the main features:

• The most special one: you can just talk to an AI to change your AI or create your AI agent. This is called the Backstage:

  

• Data sources: you can train Chatbase on your own data, such as your website, files or Notion pages:

  

• AI Actions: your agent can actually do stuff, like booking appointments or checking the status of an order:

  

• Chat Logs: see an overview of all conversations, and update any answer you don’t like:

  

• Procedures: step-by-step instructions for your AI, like how to handle an order status question:

  

• Help desk: built-in live chat and tickets. Whenever your AI agent doesn’t know the answer, or someone wants to talk to a human, you can turn the conversation into a live chat or create a support ticket:

  

How to use Chatbase?

This is what the Chatbase interface looks like:

On the left, you find everything you need:

• Playground: talk with your agent and check if it gives the right answers
• Build: the instructions, data sources and actions of your AI
• Activity: a look at all your conversations
• Analytics: how your agent is doing
• Contacts: all the people that talked to your chatbot
• Channels: where your agent lives, like your website or WhatsApp
• Integrations: connect Chatbase with other platforms
• Outbound: send WhatsApp campaigns
• Help desk: the live chat and tickets from your customers
• Settings: control the settings of your agent

But here is the thing: you barely have to use the interface, because you can just tell the Backstage what you want. More on that in a minute.

Creating your first AI agent is super easy. You start by filling in your website URL, so Chatbase can train the agent on your own data:

Next, you choose what your agent will do. Chatbase has templates for customer support, sales and shopping assistants:

After that, you select the tools in your tech stack, such as Shopify or Zendesk:

And finally, you choose where you want to deploy your agent, like your website or WhatsApp:

That’s it. Chatbase even grabs your logo and styling from your website automatically. Within a minute, I could already talk to my chatbot:

Now, here is where it gets interesting. When I want to change or improve my agent, I don’t have to touch the platform at all.

I can simply go to the Backstage and describe what I want. For example, I asked it to change the tone of voice of my agent, and it did exactly that:

The Backstage shows its changes for approval first, and this works for almost everything: instructions, integrations, actions, you name it.

And once your agent is live, you can keep testing it in the Playground whenever you like.

Flow Builder Create chatbot dialogs with a visual flow builder.
Ease of use How easy is it to use the platform? On a scale of 1 to 5.	5
Ease of setup How easy is it to set up your chatbot? On a scale of 1 to 5.	5
Test chatbot Is it possible to test the chatbot before putting your new flows or changes live?

Chatbase AI Features

Chatbase’s AI features are the core of the platform. Instead of building traditional chatbot flows, everything revolves around 4 things:

1. Data sources
2. AI Actions
3. Procedures
4. Suggestions

Data Sources

You can train your AI agent on data sources. In Chatbase, there are 6 types of data you can use:

1. Files (PDFs, Word documents and text files)
2. Text
3. Website URLs
4. Question & Answers
5. Notion
6. Support tickets from Zendesk or Salesforce (only on the Pro plan)

The agent can then automatically answer questions based on that data.

You’re also not locked into a single AI model like ChatGPT. Chatbase lets you choose from multiple leading models, like Claude, Llama and DeepSeek.

AI Actions

With AI Actions, your agent can actually do stuff during a conversation. These are the built-in actions Chatbase offers:

For example, I connected my agent to Shopify. When a customer asks where their order is, the agent looks it up and answers right away:

And if Chatbase doesn’t have a built-in connection with your tool, you can create a custom action yourself:

Even here, you don’t need a technical background, because you can just ask the Backstage to build the custom action for you.

Procedures

Procedures are step-by-step instructions that tell your agent exactly how to handle a request.

Take an order status question. In a procedure, you spell out the steps: ask for the customer’s email address, ask for the order number, look up the order with the Shopify action, and then show the result to the customer:

So actions are what your agent can do, and procedures are how it should do them. Procedures can even use your actions in their steps.

Suggestions

Suggestions is a feature that spots gaps in your knowledge base. If people keep asking questions your agent can’t answer, Chatbase points that out, so you can fix it.

Good to know: Suggestions is only available on the Pro plan ($500/month).

And whenever you don’t like an answer your agent gave, you can revise it straight from the Chat Logs:

Chatbase automatically learns from every revised answer. That way, your agent gets better with every conversation.

Keyword recognition Trigger chatbot flow based on certain words or phrases a user says to the chatbot.
Intents Trigger a chatbot flow by understanding the intent of the user.
Entities Capture specific information from sentences. For example, if a user says “veggie pizza”, the chatbot can understand it’s not a regular pizza, but a veggie pizza.
AI Knowledge Base Can you train your chatbot on a knowledge base (like your website or articles) and then your chatbot automatically answer questions about it?
NLP integrations Does it have a direct integration with NLP platforms, such as Dialogflow?
LLM integrations Does it have a direct integration with LLM platforms, such as ChatGPT and Claude?

Chatbase Help Desk

Chatbase comes with its own help desk, available from the Standard plan.

Whenever the AI doesn’t know the answer, you can hand the conversation over to a live chat agent. Or the customer can create a ticket, which your team picks up in the inbox:

And if you want, you can also connect Chatbase to other help desk tools, like Zendesk, Intercom and Freshdesk. So you can either use Chatbase as a standalone help desk, or connect it to the help desk you already use.

Built-in live chat Does it have a built-in live chat, so you can hand over a conversation to a support agent?
Live chat integration Does it have a direct integration with a third-party livechat application?
Auto-Assignment Rules Can you set up rules so that conversations get automatically assigned to agents in livechat?

Chatbase Integrations

Aside from the help desk integrations, Chatbase also offers several direct integrations with:

• eCommerce platforms like Stripe and Shopify
• Appointment platforms like Calendly and Cal.com
• Slack
• Automation platforms like Zapier, Make and N8N

Likewise, you can create your own integrations using custom actions. And if you need more, Chatbase also offers an API and Webhooks to send Leads data to other applications.

Direct integrations How many direct integrations does it have with other applications?	11-50
Zapier Direct integration with Zapier, one of the largest integration platforms in the world.
Make Direct integration with Make (formerly Integromat), one of the largest integration platforms in the world.
Make API Calls Can you call an API inside your chatbot flow to send or get data from other applications?
Webhooks Can the platform send automatic notifications of all the messages and events going on in your chatbot?

Channels, Lead Capture & Marketing

With Chatbase, you can deploy your AI agent across multiple channels, including your website, email, Slack, WhatsApp, Facebook, and Instagram.

For most users, the main use case will be the website widget. You can fully customize it to your branding, and when you fill in your URL, Chatbase even grabs your styling and colors automatically:

You can also enable voice mode on the widget, so visitors can talk to your agent instead of typing. And there is a phone channel, which is currently in beta.

Additionally, Chatbase lets you create a standalone help page that looks similar to a ChatGPT interface:

On the marketing side, Chatbase offers outbound campaigns on WhatsApp. You send a message to your audience, and when people reply, your AI agent picks up the conversation (or a human does, via a help desk ticket):

For some companies, that is a huge benefit: you reach out first, and the AI handles the follow-up.

WhatsApp is the exception, though. There are no campaigns or marketing automations for Facebook and Instagram, and you cannot send proactive messages on your website based on user behavior.

Broadcasts Send a message to all or a part of your chatbot users at a specific date and time
Sequences Send messages on a pre-defined schedule with a certain time interval between those messages
Rules Trigger events based on if-then logic. For example, if email is given by the user, send it to your CRM.
Website widget Embed your chatbot as a widget on your website (with your own branding & colors).
Send proactive messages on website Can you send pro-active messages on your website with your chatbot?
Facebook Ref URL Can you create a URL that goes to a specific flow inside your Facebook chatbot?
Auto-Reply to Facebook Comments Automatically reply with your chatbot to users who comment on your Facebook Posts
One-Time Notification Send one-time notifications via Facebook Messenger for a topic that a chatbot user has opted-in for
Recurring Notifications Send recurring notifications via Facebook Messenger for a topic that a chatbot user has opted-in for
Facebook Ads Start a conversation with your chatbot when someone clicks on a Facebook Ad
Auto-Reply to Instagram Comments Automatically reply with your chatbot to users who comment on your Instagram Posts
Instagram Story Mention Reply Send auto replies to Instagram users who mention your Instagram handle in their Instagram Stories
Instagram DM List Send notifications via Instagram DM for a topic that a contact has opted-in for
WhatsApp Message Templates Can you initiate conversations with Message Templates on WhatsApp?

Chatbase Pricing

Chatbase offers a free plan with basic features, and paid plans starting at $40/month.

These are the pricing plans of Chatbase: