60+ features across 5 pillars. AI Chatbot, built-in CRM, Privacy by Design — all hosted in Canada.
Six fundamental reasons that make ChatDirect a unique platform for Canadian and European SMBs.
Your data stays in Canada. Compliant with Quebec's Law 25 and European GDPR. No transfer to the United States.
IP anonymization (4 modes), zero-cookie mode, configurable retention, AES-256 encryption. Privacy is not an option — it is the architecture.
Use your own API key (Anthropic, OpenAI, Google, Mistral) for unlimited conversations. Keep full control of your costs.
Anthropic Claude, OpenAI GPT, Google Gemini, Mistral. Choose the model that best fits your industry.
No external tool needed. Kanban pipeline, lead scoring, follow-ups, reminders, calendar — everything is included in the platform.
The bot learns from your agents' corrections during live chat. It improves continuously without technical intervention.
The chatbot keeps the conversation when a visitor logs in to their member area. Automatic personalized responses. WordPress compatible.
Upload PDF, Word, Excel files or index your web pages to train your chatbot. Scanned PDFs (text as image) are automatically read via optical character recognition (OCR). The RAG engine automatically searches for the most relevant excerpts from your documents for each question. Powered by Supabase and pgvector.
Every uploaded file — by you or by your visitors in the chat — is scanned by an antivirus (ClamAV) before being accepted. Any threat is blocked at the door, with scheduled re-verification. The scan runs on our Canadian servers.
Next-generation AI features to detect opportunities, boost engagement, and reduce your support workload.
AI analyzes each conversation and detects strong buying signals: budget mentioned, urgency, purchase intent. Immediate notification via Slack, email or WhatsApp.
"X people online" in the widget. Creates urgency and increases engagement by 15-20%.
Type /correction in live chat to teach the bot. Continuous automatic improvement without technical intervention.
The chatbot keeps the conversation when a visitor logs in. Automatic member identification, personalized responses, WordPress and WooCommerce compatible.
Upload PDFs, Word docs or index your web pages to train your chatbot. The RAG engine automatically searches for the most relevant excerpts from your documents for each question. Powered by Supabase and pgvector.
Generate a custom QR in your brand colors. From physical to digital in one scan.
Turn successful conversations into 5-star Google reviews. Smart filtering: 4-5 → Google Reviews, 1-3 → private feedback form. Promo code and automatic follow-up.
When text search finds nothing, AI takes over. Reduces support tickets.
Automatic response with relevant documentation links when a ticket is created.
A complete CRM natively integrated into your chatbot. Capture, qualify, and convert your leads without any external tool.
4 columns (new, contacted, converted, lost). Move your leads with a simple drag-and-drop.
Score updated in real time based on fields, feedback, visited pages, duration, and messages exchanged.
3 configurable steps with delay, subject, template, and Twilio SMS. Conditional variants by score, page, or language.
Create reminders from the lead detail or the calendar. Overdue badge visible in the sidebar.
Automatic detection by email or phone. Smart merge preserving the best score.
Conversion funnel, metrics, hot leads with Chart.js. PDF export with date selection.
Unified timeline of all CRM events. Retroactive for existing leads.
Pre-filled form, send history, and automatic status change to "contacted".
Bell icon in CRM navigation, polling every 30 seconds, mark as read in one click.
An elegant, multilingual, and highly configurable widget that integrates in 2 minutes on any website.
Switch between automatic response, human agent, or hybrid mode with smart transfer.
The widget automatically detects the visitor's language and adapts its entire interface.
Engage visitors with a contextual message after a few seconds on the page.
Automatic dark mode that adapts to the visitor's system preferences.
Visitors can attach files and images directly in the conversation.
Transfer to an agent based on schedule and availability. Rate limited to 20/h.
Your agents use pre-configured replies to speed up live chat.
Visitors rate each response. Actionable data for A/B testing and continuous improvement.
ChatDirect natively integrates with the tools you already use. No Zapier required.
Receive lead and conversation notifications directly in your communication channels.
HubSpot, Pipedrive, Monday.com, and custom webhooks. Built-in SSRF protection.
Automatic lead export to Google Sheets. Conditional GA4 integration (consent-aware).
SMTP2GO, SendGrid, Brevo, Mailgun, Amazon SES. API priority, then SMTP, then mail().
Send follow-up SMS and receive replies directly in the CRM.
One line of code or Google Tag Manager. Works with WordPress, Shopify, Wix, Squarespace, Webflow and any HTML site.
API key authentication. Leads, conversations, stats, and webhooks endpoints. View documentation →
Data protection is built in from the ground up. Not an add-on, but the foundation of the platform.
Compliant from the start. Visitor data deletion on request (right to be forgotten).
Servers located in Canada. No data transfer to the United States or Europe.
API keys, passwords, and sensitive data encrypted with AES-256-CBC. Key derived from admin content.
No IP, last octet masked, full hash, or full IP. You choose the level.
No cookies set by the widget. Full functionality without prior consent.
Visitors can export or delete their data in one click. GDPR/Law 25 right of access.
Set the retention period for conversations and visitor data. Automatic deletion at expiry. Rate limiting on all endpoints (chat 60/h, leads 5/h, transfers 20/h).
A companion app for iOS and Android, built to react fast when you are away from your desk. It complements the client portal — it does not replace it. Available in French, English and Spanish, with your support tickets included.
An alert reaches you the moment a visitor asks for a human agent or a new lead is captured. Call and Text buttons sit right inside the notification, so you can answer while the visitor is still interested.
Take over an ongoing conversation and reply straight from the app. Your visitor keeps chatting in the same window on your website.
The full list, with search and status filters. Open a record to see the company, job title, message and source page, then call, text or email in one tap, change the status or add a note.
Tap “remind me” on a lead: in one hour, tonight, tomorrow morning, or a date and time you choose. A notification reaches you at the scheduled time, and the reminder is shared with the ones in the web portal.
Browse your chatbot's conversation history and read an AI-generated summary instead of scrolling through every message.
Conversations, captured leads, human transfers, messages exchanged and the health of your widget — the numbers that matter, as soon as you open the app.
Switch the mode (bot only, or bot with human transfer), adjust your business hours and your human transfer settings without opening a computer.
Mute alerts with a deadline: until 5 pm, until tomorrow 8 am, or until further notice. Your chatbot keeps answering visitors the whole time.
Managing more than one account? Switch from one chatbot to another in a tap, without logging out.
Try ChatDirect free for 14 days. Setup in 5 minutes, no credit card required.