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Core WebsDocs product and account questions.
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01 · Start Here
Start Here
Core WebsDocs product and account questions.01 Start Here What is WebsDocs?
WebsDocs operates the ASG Directory for public business discovery and registry evidence, WebsDocs-hosted business profiles for companies with or without their own website, RTD for real-time Voice, Widget Chat and Human Inbox, BizDesk for structured business workflows, and ASG for controlled AI-facing sales and buyer-agent routes.
02 Start Here Which WebsDocs product should I use?
Use RTD when real-time browser Voice, connected Chat, Human Inbox, and conversation operations are central. Use RTD when the main need is a controlled website Chat Agent with approved knowledge, Human Handoff, website health, and a protected operating dashboard.
Use ASG when the goal is an AI-readable public sales and discovery layer for buyer agents, Ask, A2A, and safe intent routes. Use BizDesk when the work should continue beyond a conversation into structured workflows, cases, routing, and human review.
03 Start Here How do RTD, BizDesk, ASG and Directory fit together?
WebsDocs provides Business Directory discovery, optional Hosted Business Profiles, the ASG AI Sales Gateway, and one RTD workspace for Voice, Chat, Human Inbox and BizDesk. BizDesk Business enables any 3 of the 6 workflows; Enterprise enables all 6. The workflows are Booking, Technical Support, Billing and Payment Enquiries, Sales and Quotes, Ecommerce, and Escalation. ASG and Directory remain separate products. Personal AI is a separate experience in development.
04 Start Here Does WebsDocs let AI use unrestricted internet information about my business?
No. The product architecture is built around approved business information and controlled public routes.
Product profiles, services, FAQs, policies, domains, and handoff rules define what the Agent or gateway may use. Private dashboard records, payment administration, passwords, OTPs, internal notes, and confidential client information are not public knowledge.
05 Start Here Where should an existing client ask for help?
Use the verified support route attached to the active service whenever possible. RTD clients should use their protected dashboard messages or the Support Ticket when dashboard access is unavailable.
ASG clients should use the Client Portal Support Messages or the Support Ticket. This keeps the request connected to the correct account, Site ID, service history, and billing context.
06 Start Here When should I use the public Contact page instead of Support?
Use Contact for a new business conversation, expansion, Enterprise or custom requirements, partnerships, or general company inquiries. Use verified dashboard messages or the Support Ticket for an active-service problem such as setup, activation, billing, access, Agent behavior, domains, email delivery, integration, or an existing account issue.
07 Start Here What is the difference between an Agent profile and a dashboard?
The profile is the approved business knowledge and public operating configuration that the Agent or gateway may use. The dashboard is the protected customer workspace for operating the service, reviewing activity, managing authorized changes, seeing usage and billing context, and contacting support.
08 Start Here Why does WebsDocs separate public and private information?
Public AI routes should be useful without exposing account administration. Business identity, services, approved FAQs, public policies, and official action routes can be public.
Passwords, OTPs, payment records, private customer information, internal admin controls, and security evidence remain protected.
09 Start Here Do the product pages or the FAQ own current prices?
No. Current plan prices belong to the applicable product pricing and checkout system.
Product pages and this FAQ explain the commercial model, but checkout and billing remain authoritative for the current amount, plan, billing cycle, trial configuration, and resulting subscription state.
10 Start Here Can WebsDocs support multiple websites or domains?
Yes where the selected product and active plan allow it. Domains are controlled through the relevant dashboard or setup flow and are normally bound to the correct Site ID, Domain ID, client profile, or entitlement.
Never copy an installation identity to an unrelated website merely because the script itself loads.
11 Start Here Does a visible button in a dashboard guarantee the action is permitted?
No. Browser controls express intent.
Server-side account, entitlement, domain, billing, verification, and product authorities decide whether the action is allowed. Modifying a disabled button or client-side field does not raise a plan limit or bypass a protected rule.
12 Start Here What information should I never send to WebsDocs support?
Never send a password, email OTP, authenticator code, full payment-card number, CVV/CVC, API key, Worker secret, private access token, or confidential customer data that is not needed for the investigation. A useful support report normally needs the product, Site/account identity, date and time, action, visible error, and relevant transaction or ticket reference.
02 · ASG Directory
ASG Directory
Public business discovery, listing lifecycle, geography, categories, Directory Score, and public business records.01 ASG DirectoryWhat is the ASG Directory?
The ASG Directory is a public business discovery system that organizes published business records, services, products, locations, public agent capabilities and machine-readable profile information. It is designed for people, developers, search systems and compatible AI agents.
02 ASG DirectoryWho can use the ASG Directory?
Visitors can search the public Directory, business owners can claim or correct appropriate records, developers can use supported public read APIs, and compatible AI systems can consume public machine-readable profile data.
03 ASG DirectoryIs searching the Directory free?
Yes. Public search, public profile viewing and supported public read endpoints can be used without purchasing a business plan.
04 ASG DirectoryIs listing a business free?
A business can begin with the public submission or claim workflow without a paid plan. Optional services, agentic capabilities or commercial products can remain separate from the free public Directory record.
05 ASG DirectoryHow does a business enter the Directory?
A record can be discovered from public information, submitted by a business, or connected through supported WebsDocs or ASG systems. The listing origin is separate from registry verification, owner control and Directory Score.
06 ASG DirectoryWhat is a discovered listing?
A discovered listing is a public business record created from information the Directory identified from public sources. Discovery does not mean the business owner has claimed the profile, and it does not automatically mean the business is registry verified.
07 ASG DirectoryWhat is a published listing?
A published listing is a record available through the public Directory. Publication controls public visibility. It is independent from owner claim status, business registry verification and optional paid services.
08 ASG DirectoryWhat is a claimed listing?
A claimed listing is a profile for which an owner or authorized representative has entered the ownership-control workflow. Claiming is about profile control. It is not the same thing as verifying that the legal business exists in an external registry.
09 ASG DirectoryCan a business appear before its owner creates an account?
Yes. The Directory can publish a discovered business record before an owner registers or claims it. This allows public business discovery to grow independently from owner onboarding.
10 ASG DirectoryWhy are discovery, claim and verification separate?
They answer different questions. Discovery asks whether a public business record can be identified. Business Registry Verification asks whether supported registry evidence matches the business. Claim and owner verification ask whether a person or account controls the Directory profile.
11 ASG DirectoryWhat is the Directory Score?
The Directory Score is a public-data quality and readiness indicator. It can reflect completeness, evidence strength, freshness and supported public discovery signals. It is separate from Business Registry Verification.
12 ASG DirectoryDoes a high Directory Score mean a business is legally verified?
No. A high Directory Score can indicate a strong public profile even when registry verification is still pending. Registry verification has its own status, level and evidence fields.
13 ASG DirectoryDoes registry verification automatically increase Directory Score?
Registry evidence can contribute to the overall strength of a public record where the scoring model uses it, but the two concepts remain separate. The Directory should be able to explain both the record quality and the registry-verification state independently.
14 ASG DirectoryWhat does Recently added mean?
Recently added refers to businesses that were newly published or introduced into the public Directory within a recent period. It is a publication and discovery signal, not a registry-verification badge.
15 ASG DirectoryCan a business be removed or corrected?
Appropriate users can submit correction or removal requests. The Directory can also refresh records when newer public evidence becomes available. Registry verification does not prevent a legitimate correction, review or removal workflow.
16 ASG DirectoryWhat is the Discovery Engine?
The ASG Directory Discovery Engine is the crawlable country-and-category publishing layer of the Directory. It organizes eligible public profiles into canonical discovery collections that people, search engines, crawlers and compatible AI systems can browse. It complements the live Directory explorer rather than replacing it.
17 ASG DirectoryHow is the Discovery Engine different from Directory search?
Directory search is an interactive way to find a specific business, service, product, location or AI-ready profile. The Discovery Engine publishes stable country and category collection pages so users and machines can browse the public business graph through crawlable links.
18 ASG DirectoryHow does the Directory discover businesses?
The Directory can identify businesses from publicly accessible business, website and structured information. Discovered records remain distinct from owner-claimed and registry-verified business profiles.
19 ASG DirectoryHow do I claim my business?
Use the Directory claim workflow from the relevant business profile or owner action. Owner or profile-control verification is separate from the public business registry verification shown on Directory profiles.
20 ASG DirectoryHow do I correct business information?
Business owners, authorized representatives and other appropriate users can submit a correction request when public listing information is inaccurate or outdated.
21 ASG DirectoryHow can I request removal of a listing?
The Directory provides a removal request workflow for appropriate cases. Requests can be reviewed before a public record is changed or removed.
22 ASG DirectoryWhy is a company shown as Global?
Global placement is used when a company cannot yet be tied confidently to a Directory country placement, when location information is insufficient, or when the business is intentionally represented without a single geographic placement.
23 ASG DirectoryHow is a country assigned to a company?
Country placement is based on the public location information associated with the Directory listing. Records without sufficient country information can remain in Global mode.
24 ASG DirectoryCan a company operate in more than one country?
Yes. Businesses may operate internationally. The Directory can still use a primary country placement for discovery while public profile information describes wider operating coverage where available.
25 ASG DirectoryHow often is public business information refreshed?
Directory information can be refreshed as new public data, business updates and supported activity become available. Different records may therefore have different update times.
26 ASG DirectoryCan businesses control or update their public listing?
Business owners and authorized representatives can use supported claim and correction workflows to request control or changes to their public Directory information.
27 ASG DirectoryHow are incorrect or outdated records handled?
Public records can be refreshed from newer information, and users can submit correction requests when a listing contains inaccurate or outdated business information.
28 ASG DirectoryHow can I contact the Directory about a listing?
Use the relevant claim, correction, removal or support workflow associated with the listing. Providing the business URL, listing reference and clear details about the request helps the Directory review the issue.
29 ASG DirectoryWhat affects the Directory Score?
The score can reflect factors such as the completeness, quality, discoverability and freshness of public business information and other supported public readiness signals.
30 ASG DirectoryDoes a high Directory Score mean a business is endorsed?
No. The Directory Score is a public-data quality and readiness indicator. It is not a recommendation, guarantee or general endorsement of a business, product or service.
31 ASG DirectoryWhat is the live discovery globe showing?
The globe visualizes public Directory country coverage, mapped public companies, Global companies and supported recent public activity across the Directory network.
32 ASG DirectoryWhat do the globe colors and markers mean?
Globe markers distinguish Directory geography and business placement such as country placement and Global companies. The legend beside the globe shows the meaning of the active visual layers.
33 ASG DirectoryWhat are recent movements on the globe?
Recent movements visualize supported recent public Directory activity between available locations or business points. They are a discovery visualization rather than private tracking data.
03 · Directory AI & Developer Access
Directory AI & Developer Access
AI-readable listings, active agents, Website Audit, public analytics, developer APIs, and public-data boundaries.01 Directory AI & Developer AccessWhat are active agent profiles?
Active agent profiles are published businesses with a live AIG seller gateway. They may support reasoning, agent messaging, commerce or other declared capabilities. A static AI-readable listing is not automatically active.
02 Directory AI & Developer AccessCan AI agents use the Directory?
Yes. Every published listing can expose static machine-readable profile, company JSON, llms.txt, Agent Card and schema links for discovery. Live interactions are available only when the business has an active AIG gateway.
03 Directory AI & Developer AccessWhat information can AI agents access?
Supported agents can use information intentionally exposed through the public Directory, such as public business profiles, services, products, capabilities and supported public endpoints.
04 Directory AI & Developer AccessWhat does agent-ready mean?
AI-readable means compatible agents can discover the public business facts. Agent active is a separate status for businesses with supported live AIG capabilities.
05 Directory AI & Developer AccessCan a business publish agent capabilities?
Supported businesses can expose public capabilities that help compatible agents understand what the business offers and how supported interactions can be performed.
06 Directory AI & Developer AccessIs every AI-readable listing an active agent?
No. A published listing can expose static machine-readable business facts for discovery without operating a live agent. Active agent status is shown separately and applies only when a business has a supported live AIG gateway or another explicitly declared active capability. Static discovery alone does not imply live reasoning, messaging, A2A, MCP, UCP, checkout or autonomous action.
07 Directory AI & Developer AccessDo all active agents support the same interactions?
No. Each active profile should declare its own public capabilities and supported routes. One business may support approved answers or agent messaging, while another may also support commerce, workflow actions or human escalation. Visitors and compatible agents should rely on the published capability fields rather than assuming every active agent can perform every action.
08 Directory AI & Developer AccessWhat do the Directory analytics measure?
Public analytics can summarize signals such as listing growth, country coverage, discovered businesses, published listings, active agents, successful crawls and Directory quality trends.
09 Directory AI & Developer AccessWhat does Website Audit inspect?
Website Audit checks publicly accessible website and machine-discovery information and presents readiness findings without exposing private crawler records.
10 Directory AI & Developer AccessDoes Website Audit access private website data?
Website Audit is designed around publicly accessible website information. It does not require private administrative access to perform the public readiness checks shown in the Directory.
11 Directory AI & Developer AccessWhat public technical files can Website Audit check?
Website Audit can report supported public machine-discovery and technical files exposed by a website, together with other publicly accessible readiness signals used by the audit.
12 Directory AI & Developer AccessCan developers access Directory data through an API?
Yes. The Developer Center can expose supported public read endpoints for developers who want to work with published Directory data programmatically.
13 Directory AI & Developer AccessWhat data is available through public API endpoints?
Available endpoints can expose supported public Directory information such as published listings, discovery data, public analytics and other machine-readable resources presented by the Developer Center.
14 Directory AI & Developer AccessDoes the Directory expose private crawler logs?
No. Public Directory views and analytics are intended to expose useful public summaries and discovery information rather than private raw crawler records.
15 Directory AI & Developer AccessDoes the Directory expose private business information?
The public Directory is designed around information appropriate for public business discovery. Private credentials, private administrative data and other non-public information are not intended to be presented as public listing content.
04 · Business Registry Verification
Business Registry Verification
Registry verification policy, Gold/Green/Blue levels, supported evidence, verification states, and verified totals.01 Business Registry VerificationWhat is ASG Business Registry Verification?
ASG Business Registry Verification is a separate trust layer that checks whether a public Directory business can be matched to supported registry or authority evidence. It is designed to establish business-level confidence without requiring the owner to claim the profile first.
02 Business Registry VerificationWhy was Business Registry Verification separated from owner verification?
A business can legally exist before anyone claims its Directory profile. Keeping the layers separate lets ASG verify the business record from registry evidence while independently verifying profile control when an owner later claims or activates access.
03 Business Registry VerificationWhat question does Business Registry Verification answer?
It answers: does supported external business-registry or authority evidence match this public business record strongly enough to assign a registry verification level? It does not answer who currently controls the Directory account.
04 Business Registry VerificationWhat question does owner verification answer?
Owner verification answers whether a person, account, email, domain or supported control method is authorized to control the Directory profile. That process remains independent from business-registry verification.
05 Business Registry VerificationCan an unclaimed business be registry verified?
Yes. That is one of the main reasons the verifier exists. A public business can be Gold or Green registry verified while its owner status remains unclaimed.
06 Business Registry VerificationCan a claimed business remain not registry verified?
Yes. Claiming a profile proves or establishes control through the owner workflow. It does not automatically create registry evidence. The profile can therefore be claimed while registry verification remains pending, unavailable or evidence-only.
07 Business Registry VerificationCan both layers be verified at the same time?
Yes. A mature profile can have qualifying business-registry verification and separate owner or profile-control verification. The Directory keeps both facts instead of collapsing them into one ambiguous badge.
08 Business Registry VerificationWhat sources can the verifier use?
The verifier can use supported national or regional business registries, authority-specific adapters, global legal-entity references, structured registry evidence and other configured authoritative business sources. The exact source depends on jurisdiction and available authority coverage.
09 Business Registry VerificationDoes the verifier only use one global database?
No. Jurisdictions differ. The verification layer is designed to route a business to the most appropriate configured authority or adapter, then use supported fallback evidence when a direct authority integration is not available.
10 Business Registry VerificationWhat is authority routing?
Authority routing is the process of selecting the most appropriate registry or verification adapter for a business based on jurisdiction, country, available identifiers and configured authority coverage.
11 Business Registry VerificationWhat is a registry adapter?
A registry adapter is the verification component that knows how to query or interpret a specific supported authority or registry interface. Different countries and authorities can require different request formats, identifiers and evidence handling.
12 Business Registry VerificationWhat happens when a direct authority is not available?
The verifier can keep the business pending, use supported fallback evidence where configured, or assign an evidence-only state when the available information is useful but not strong enough to count as verified.
13 Business Registry VerificationDoes the verifier invent registry data?
No. Verification should be based on evidence returned by supported authorities, registries or configured evidence sources. Missing evidence should remain missing, pending or non-qualifying rather than being fabricated.
14 Business Registry VerificationDoes the verifier change the public business name automatically?
Registry data can provide a registered legal name or corroborating identity evidence, but the Directory can keep display-name and legal-name concepts separate. Public corrections and normalization rules still apply.
15 Business Registry VerificationWhat is the registered legal name field?
When available, the verifier can retain the legal name returned by the supporting registry or authority. This can be exposed separately from the public display name so users and machines can distinguish brand presentation from legal identity.
16 Business Registry VerificationWhat is a registry ID?
A registry ID is an identifier supplied by or associated with a supported business authority. The Directory can expose it when appropriate so the verification basis is more transparent.
17 Business Registry VerificationWhat is an authority code?
An authority code identifies the registry, authority or configured verification source used for the business check. It helps systems understand where the registry evidence came from.
18 Business Registry VerificationWhat is a jurisdiction?
Jurisdiction identifies the legal or registry context in which the business was checked. It can correspond to a country or another configured registry jurisdiction.
19 Business Registry VerificationWhat is a registry status?
Registry status is the status returned or derived from the supported authority evidence, such as whether the business appears active, registered or otherwise recognized by that registry. The exact vocabulary can vary by source.
20 Business Registry VerificationWhat is a match score?
The match score represents how strongly the authority result and Directory business record correspond under the verifier's matching logic. It can consider names, identifiers, jurisdiction and other supported evidence. It is not a consumer rating.
21 Business Registry VerificationIs the match score the same as Directory Score?
No. Match score concerns the quality of a registry match. Directory Score concerns the strength and readiness of the public Directory record. They serve different purposes.
22 Business Registry VerificationWhat does checked at mean?
Checked at records when the verifier last evaluated the business against its configured registry or authority path.
23 Business Registry VerificationWhat does verified at mean?
Verified at records when a business reached a qualifying registry-verification state. It can differ from the most recent check time if the verifier later rechecks the record.
24 Business Registry VerificationWhat does next check at mean?
Next check at indicates when the verification system plans or is eligible to evaluate the business again. Rechecks help the Directory avoid treating old evidence as permanently current.
25 Business Registry VerificationCan registry verification change over time?
Yes. A business can move between pending, evidence-only, verified or non-qualifying states when registry information, authority responses, identifiers or matching evidence change.
26 Business Registry VerificationWhat happens when a registry is temporarily unavailable?
A temporary authority failure should not be treated as proof that the business does not exist. The verifier can keep or schedule the record for a later check and distinguish temporary upstream failure from a genuine negative result.
27 Business Registry VerificationWhat happens when an authority requires credentials?
Authority-specific adapters can use configured server-side credentials or API keys. These credentials are not public Directory data and should never be exposed in public profile responses.
28 Business Registry VerificationDoes verification expose private credentials?
No. Public verification responses can expose public-safe evidence such as authority name, registry ID, level or check time, but private API credentials, secrets and internal authentication data remain server-side.
29 Business Registry VerificationCan verification run before an owner account exists?
Yes. Business Registry Verification belongs to the public business record, not to the owner account lifecycle. This lets the Directory build business trust at discovery scale.
30 Business Registry VerificationCan registry verification be re-run after an owner claims the business?
Yes. Owner activation does not freeze registry evidence. The verifier can continue to refresh the business-level verification state independently.
31 Business Registry VerificationDoes a business have to pay to be registry verified?
The registry-verification state is a Directory trust and evidence function, not a paid-profile entitlement. Commercial services can remain separate from whether the public business record qualifies for registry verification.
32 Business Registry VerificationDoes ASG sell verification badges?
The verification level should reflect supported evidence and policy, not payment. A paid relationship should not by itself convert a business into Gold or Green.
33 Business Registry VerificationIs Business Registry Verification an endorsement?
No. Registry verification indicates that supported registry evidence matched the business record under the Directory's verification policy. It does not guarantee product quality, solvency, safety, licensing for every activity or future conduct.
34 Business Registry VerificationIs Business Registry Verification a credit check?
No. It is not a credit score, financial rating or creditworthiness assessment.
35 Business Registry VerificationIs Business Registry Verification legal advice?
No. The Directory presents public registry and verification signals for discovery. Users should rely on appropriate professional or official sources for legal decisions.
36 Business Registry VerificationDoes registry verification guarantee that every public field is correct?
No. Registry verification supports business identity confidence. Other profile fields such as marketing descriptions, products, services, locations or website content can change independently and may need separate evidence or correction.
37 Business Registry VerificationCan registry evidence conflict with website information?
Yes. A website can use a trading name, brand or old address while a registry uses a legal name or registered address. The verifier and Directory can keep these signals separate instead of forcing every field to become identical.
38 Business Registry VerificationHow are conflicting identities handled?
When evidence is inconsistent, the verifier can reduce confidence, keep the record pending, preserve evidence for later review or avoid assigning a qualifying level until the conflict is resolved.
39 Business Registry VerificationCan a business have more than one registry identifier?
Yes. Some businesses can have multiple identifiers across authorities, jurisdictions or legal-entity systems. The Directory can retain the primary supported identifier and related evidence without pretending the identifiers are interchangeable.
40 Business Registry VerificationDoes verification depend only on the website domain?
No. Domain evidence can help connect a public web presence to a business, but Business Registry Verification is designed around registry and authority evidence rather than domain control alone.
41 Business Registry VerificationDoes a matching domain prove the legal entity?
Not by itself. Domain control is useful for owner or profile-control workflows and as supporting evidence, but a legal-business verification level should rely on the configured registry-verification policy.
42 Business Registry VerificationDoes the verifier verify people?
No. The Business Verification layer verifies the business record and registry evidence. Personal identity or owner-control verification belongs to separate workflows.
43 Business Registry VerificationDoes the verifier verify beneficial ownership?
Not by default. A business registry may expose information relevant to ownership, but the ASG business-verification level should not be interpreted as a beneficial-owner verification unless a specific supported process says so.
44 Business Registry VerificationDoes the verifier verify licenses and permits?
Not automatically. Business existence in a registry does not prove every sector-specific license or permit. Specialized licensing evidence would need its own supported authority and policy.
45 Business Registry VerificationCan a sole trader or small business be verified?
Where the relevant jurisdiction and configured authority provide sufficient business evidence, smaller entities can be evaluated under the same evidence-first principles. Availability depends on what the authority exposes.
46 Business Registry VerificationCan an international company be verified?
Yes when the verifier has supported authority coverage or reliable configured evidence for the relevant jurisdiction. Coverage can differ by country and registry.
47 Business Registry VerificationWhat does pending authority mean?
Pending authority means the business has entered the verification workflow but the system still needs an authority response, a follow-up check or sufficient qualifying evidence.
48 Business Registry VerificationWhat does not applicable mean?
Not applicable means the business-registry verification badge is intentionally not used for that entity under current policy. Government entities are the clearest example because they belong to a different classification and trust model.
49 Business Registry VerificationWhy does the Directory keep verification history or check records?
Verification history helps the system understand when checks occurred, what evidence path was used and how a record reached its current state. Public responses can remain concise while internal auditability is preserved.
50 Business Registry VerificationCan verification be revoked?
A qualifying state can be removed or downgraded if later evidence shows that the previous match is no longer valid, the registry status changes or the record no longer meets verification policy.
51 Business Registry VerificationCan a business challenge a verification result?
A business owner or appropriate representative can use supported correction or review channels when the public record or verification evidence appears wrong. A challenge should not be resolved by simply forcing a badge.
52 Business Registry VerificationWhat if two Directory listings appear to match the same legal business?
Duplicate or conflicting records should be normalized, reviewed or merged according to Directory policy. Registry identifiers can help detect those situations, but the system should avoid silently attaching one legal identity to unrelated public profiles.
53 Business Registry VerificationWhat are the Business Registry Verification levels?
The public verification model uses Gold, Green, Blue and None. Gold and Green count as registry verified. Blue means registry evidence exists but is not strong enough to count as verified. None means no qualifying registry verification is currently assigned.
54 Business Registry VerificationWhat does Gold mean?
Gold means Full Registry Verified. The business has reached the strongest supported registry-verification state under the current policy and counts as a verified business.
55 Business Registry VerificationWhat does Green mean?
Green means Registry Verified. The business has qualifying registry evidence and counts as verified, while the evidence path or authority context can differ from Gold.
56 Business Registry VerificationWhat does Blue mean?
Blue means Registry Evidence. Useful registry or authority evidence exists, but the record does not count as fully registry verified under the current policy.
57 Business Registry VerificationDoes Blue count as verified?
No. Blue is deliberately excluded from the verified total. This prevents the Directory from inflating verification numbers when the evidence is useful but incomplete.
58 Business Registry VerificationDoes None mean the business is fake?
No. None only means the record does not currently have a qualifying registry-verification level. The business can still be real, newly discovered, awaiting an authority check or located in a jurisdiction with limited verification coverage.
59 Business Registry VerificationWhy have both Gold and Green if both count as verified?
They allow the Directory to distinguish the strongest full-registry confirmation from another qualifying verified state without collapsing different evidence strengths into one generic badge.
60 Business Registry VerificationCan Gold become Green?
Yes. Verification can be re-evaluated. If the available evidence changes or a later check supports a different qualifying level, the public level can change while remaining verified.
61 Business Registry VerificationCan Green become Gold?
Yes when stronger qualifying evidence becomes available and the record meets the Gold policy.
62 Business Registry VerificationCan Blue become Green or Gold?
Yes. Blue is an evidence state, not a dead end. A later authority confirmation or stronger match can promote the business into a qualifying verified level.
63 Business Registry VerificationCan Gold or Green become Blue?
Yes if later checks no longer support the previous qualifying level but still leave useful registry evidence.
64 Business Registry VerificationCan a level return to None?
Yes. If the evidence is no longer valid, the authority match fails, the record is corrected to a different entity, or policy no longer treats the evidence as qualifying, the level can return to None.
65 Business Registry VerificationWhat is countsAsVerified?
The machine-readable countsAsVerified field is true only when the business is in a qualifying verified state under policy. In the current model, Gold and Green can count as verified; Blue and None do not.
66 Business Registry VerificationWhy keep countsAsVerified if the color already exists?
Machine clients should not have to guess policy from a color label. The explicit boolean makes the public meaning unambiguous and allows policy to evolve without forcing every client to hard-code color logic.
67 Business Registry VerificationWhat is the public badge label for Gold?
Gold is presented as Full Registry Verified.
68 Business Registry VerificationWhat is the public badge label for Green?
Green is presented as Registry Verified.
69 Business Registry VerificationWhat is the public badge label for Blue?
Blue is presented as Registry Evidence.
70 Business Registry VerificationWhat is shown for a business with no registry level?
The Directory can omit a verification badge or describe the business as not registry verified, depending on the surface. It should not display a negative fraud implication.
71 Business Registry VerificationWhy not show a red badge for unverified businesses?
Absence of qualifying registry verification is not proof of wrongdoing. A neutral state avoids turning incomplete coverage, pending checks or newly discovered records into an accusation.
72 Business Registry VerificationAre Gold, Green and Blue consumer ratings?
No. They describe registry-verification evidence, not customer satisfaction, product quality or reputation.
73 Business Registry VerificationAre the colors tied to payment tiers?
No. The verification colors should reflect evidence policy, not subscription level.
74 Business Registry VerificationDoes a Gold business automatically become featured?
Not necessarily. Featured ranking can consider registry verification together with Directory Score, freshness, public visibility and other supported ranking signals.
75 Business Registry VerificationDoes registry verification affect search filters?
Yes. The Directory can provide a Registry verified filter that returns businesses whose verification state qualifies under the Gold or Green policy.
76 Business Registry VerificationHow should a registry verified filter treat Blue?
Blue should not be included in a filter that promises registry verified businesses. Blue can be exposed through its own evidence label or future evidence-specific filters.
77 Business Registry VerificationHow are verification numbers calculated in public analytics?
Verified business totals count qualifying Gold and Green records. Gold, Green and Blue are also reported separately so the public can see the composition rather than only one headline number.
05 · Ownership & Entity Trust
Ownership & Entity Trust
Owner claims, profile control, owner verification, entity classification, and the separation between ownership and registry evidence.01 Ownership & Entity TrustIs Business Registry Verification the same as claiming a listing?
No. Registry verification concerns the business entity. Claiming concerns who can control the Directory profile.
02 Ownership & Entity TrustCan the owner claim a business that is already Gold?
Yes. Registry verification does not create an owner account. An authorized owner can still claim or activate access to manage the profile.
03 Ownership & Entity TrustCan the owner claim a Blue business?
Yes, subject to the normal claim workflow. Blue only describes registry evidence and does not replace owner-control checks.
04 Ownership & Entity TrustCan the owner claim a business with no registry verification?
Yes. Owner claiming and Business Registry Verification are independent paths.
05 Ownership & Entity TrustWhat are the older ownership verification states?
The owner or profile-control layer can use states such as unverified, email verified, domain verified or gateway verified. These states should not be presented as the business-registry badge.
06 Ownership & Entity TrustWhy keep the old ownership verification structure?
It already represents useful profile-control semantics. Reusing it for legal-business verification would mix two different trust questions and make filters, analytics and owner flows ambiguous.
07 Ownership & Entity TrustDoes registry verification automatically give someone access to the Owner dashboard?
No. A business can be registry verified with no owner account at all. Owner access requires the separate activation or claim process.
08 Ownership & Entity TrustDoes owner login prove registry verification?
No. Authentication proves access to an account, not that the business has passed the registry-verification policy.
09 Ownership & Entity TrustCan the owner see registry verification in the dashboard?
The owner experience can display the public business-verification state as a separate profile signal. It should remain distinct from account security and owner-control verification.
10 Ownership & Entity TrustCan owner corrections affect registry verification?
A correction can change the public business data used for future matching. If the corrected identity changes the registry match, the verifier can re-evaluate the business.
11 Ownership & Entity TrustCan an owner force Gold or Green from the dashboard?
No. The public registry level should follow supported evidence and verification policy, not a manual preference setting.
12 Ownership & Entity TrustWhat happens after a business becomes registry verified?
The record can immediately expose the qualifying public verification state. Separately, the acquisition and owner-access systems may use qualifying verification as a signal for appropriate outreach or onboarding.
13 Ownership & Entity TrustCan ASG invite an owner before the owner claims the profile?
Qualifying verified businesses can be eligible for a proactive invitation workflow when ASG has an appropriate public business contact path. That invitation does not pretend the recipient has already proven ownership.
14 Ownership & Entity TrustDoes Blue trigger automatic owner invitation?
No. Registry Evidence is intentionally non-qualifying for automatic verified-business invitation policy. Stronger qualifying verification is required.
15 Ownership & Entity TrustDo Gold and Green make a business eligible for proactive invitation?
They can be used as qualifying signals because they count as verified under current policy. Other safety, contact and suppression rules can still apply before any outreach is sent.
16 Ownership & Entity TrustDoes a proactive invitation create a fake claim?
No. A proactive owner invitation must remain separate from the claim-bound invitation path. The system should not fabricate a claim merely to reuse claim workflow tables.
17 Ownership & Entity TrustWhere do the claim path and proactive path finally meet?
They can converge only after legitimate activation at the shared Owner account and access layer. Before activation, the two invitation paths remain separate so their meaning stays honest.
18 Ownership & Entity TrustDoes proactive invitation mean the recipient is legally verified as owner?
No. The invitation is an opportunity to activate access for a registry-verified business. It must not state that the recipient has already completed legal-owner identity verification.
19 Ownership & Entity TrustHow does entity classification relate to verification?
Before applying business policy, the Directory can classify a record as business, government, nonprofit, education, healthcare, association or unknown. This prevents business-only verification rules from being applied blindly to every organization.
20 Ownership & Entity TrustAre government entities Business Registry Verified?
No. Government departments, agencies and public authorities use a separate entity-classification model. Business Registry Verification is not applicable to them.
21 Ownership & Entity TrustWhy is government not treated as an unverified business?
Because a government body is not simply a business that failed verification. It belongs to a different entity category and should not receive a misleading business-registry badge.
22 Ownership & Entity TrustCan a government website still be important to Business Verification?
Yes. Government or public-authority websites can be authoritative evidence sources used to verify businesses, even though the government entity itself is not treated as a business.
23 Ownership & Entity TrustWhat happens to a government record in the public API?
The Directory can expose entityType as government and return business verification as not applicable. This preserves clarity for human and machine clients.
24 Ownership & Entity TrustWhat is a state-owned enterprise?
A commercial company owned or controlled by a state can still be classified as a business when it operates as a commercial enterprise. It should not automatically be classified as a government department.
25 Ownership & Entity TrustWhy does state ownership not automatically mean government entity?
Entity classification describes what the organization is and how it operates, not only who owns it. A state-owned commercial enterprise can remain a business while a ministry or regulator remains government.
26 Ownership & Entity TrustWhat happens when government evidence is uncertain?
The classifier can keep the entity unknown or flag it for review rather than forcing a government label from weak evidence.
27 Ownership & Entity TrustCan entity classification change later?
Yes. As stronger evidence arrives, a record can be reclassified. Verification policy should then follow the new entity type.
28 Ownership & Entity TrustDoes the Business Verifier classify entities?
The preferred architecture keeps entity classification upstream in the Directory indexing layer. The verifier consumes that classification instead of inventing a competing entity model.
29 Ownership & Entity TrustWhy keep classification in the Indexer?
The Indexer already has the structured evidence needed to normalize the business record. Classifying there avoids extra database reads and prevents multiple workers from assigning conflicting entity types.
30 Ownership & Entity TrustCan nonprofit, education or healthcare entities be verified?
These entity types can require authority-specific policy. The Directory can expose their classification now while verification coverage evolves. The system should avoid pretending every non-government organization follows the exact same commercial registry path.
31 Ownership & Entity TrustWhat does unknown entity type mean?
Unknown means the Directory does not yet have enough confidence to assign a stronger entity category. It is a deliberate uncertainty state, not an error or negative judgment.
06 · Evidence, APIs & Analytics
Evidence, APIs & Analytics
Registry evidence, refresh behavior, public verification fields, machine-readable APIs, caching, and verification analytics.01 Evidence, APIs & AnalyticsHow does the verifier match a Directory record to registry evidence?
The matching process can compare normalized business names, legal names, jurisdiction, registry identifiers and other supported evidence. The exact matching rules can vary by authority adapter.
02 Evidence, APIs & AnalyticsWhy normalize names before matching?
Public websites and registries can format the same legal name differently. Normalization helps compare equivalent forms while still preserving the original public and legal names for display.
03 Evidence, APIs & AnalyticsCan a trading name differ from the legal name?
Yes. The Directory can keep a public brand or trading name while separately exposing a registry legal name when supported evidence provides it.
04 Evidence, APIs & AnalyticsDoes the verifier trust any page that mentions a company name?
No. Evidence strength matters. An authoritative registry record is not equivalent to an unrelated webpage containing the same name.
05 Evidence, APIs & AnalyticsHow are authority results stored?
The verification system can store public-safe summary fields on the Directory listing and maintain internal check records or state needed for retries, auditing and scheduled rechecks.
06 Evidence, APIs & AnalyticsWhy store verification fields on directory_listings?
The public Directory needs fast access to the current verification state for cards, filters, quick view and analytics. Storing the current snapshot on the listing avoids rebuilding the entire verification history for every page view.
07 Evidence, APIs & AnalyticsDoes the Directory keep every raw authority response publicly?
No. Public responses should expose only the fields appropriate for public business discovery. Raw credentials, internal diagnostics and non-public authority response details do not belong in public profile JSON.
08 Evidence, APIs & AnalyticsHow frequently can verification refresh?
Refresh timing can depend on authority limits, previous result, next-check scheduling and system policy. A record can carry checkedAt and nextCheckAt so the refresh lifecycle remains explicit.
09 Evidence, APIs & AnalyticsWhat if the business changes legal name?
A later authority check can discover the changed legal name. The Directory can update the legal-name evidence while preserving public display-name policy and change history where appropriate.
10 Evidence, APIs & AnalyticsWhat if a company becomes inactive or dissolved?
A supported registry status change can cause the verification state to be re-evaluated. A business should not keep an outdated qualifying badge forever when the underlying authority evidence has materially changed.
11 Evidence, APIs & AnalyticsDoes a registry status of inactive always remove the public listing?
Not necessarily. Registry status and Directory publication are separate concepts. The Directory can retain a public historical or informational record while adjusting verification, freshness or visibility policy as appropriate.
12 Evidence, APIs & AnalyticsCan the verifier retry failed authority requests?
Yes. Temporary network, rate-limit or authority failures can be retried according to configured scheduling and backoff policy rather than being treated as final business evidence.
13 Evidence, APIs & AnalyticsHow does the system avoid repeatedly checking everything at once?
The verifier can use queues, cursors, incremental snapshots and next-check timestamps so large public datasets are processed in controlled batches instead of re-querying the entire population continuously.
14 Evidence, APIs & AnalyticsDoes the verifier need the crawler to verify every business?
Not necessarily. The crawler can supply discovery evidence, but registry verification can use the canonical Directory listing and configured authority integrations directly.
15 Evidence, APIs & AnalyticsCan website evidence support registry verification?
Website evidence can support identity correlation, but it should not silently replace the authority layer when policy requires registry confirmation.
16 Evidence, APIs & AnalyticsWhat if a registry uses historical trading names?
Historical names can be useful evidence but should be interpreted according to the authority's semantics. A historical trading name should not automatically be treated as the current legal business name.
17 Evidence, APIs & AnalyticsHow are false positives reduced?
The verifier can require jurisdiction consistency, strong name or identifier matching, appropriate authority evidence and policy thresholds before assigning a qualifying level.
18 Evidence, APIs & AnalyticsHow are false negatives handled?
A missing direct match can remain pending, evidence-only or unverified rather than becoming a fraud label. Coverage gaps and authority limitations are expected in a global directory.
19 Evidence, APIs & AnalyticsWhat happens when two companies have the same name?
The verifier should use jurisdiction, registry identifiers and other supported evidence to distinguish them. Name equality alone should not be enough for a high-confidence legal-entity match.
20 Evidence, APIs & AnalyticsCan registry verification work without a website?
Yes when the Directory has enough business identity information and the relevant authority supports a reliable match. A website is useful for discovery but is not the legal registry itself.
21 Evidence, APIs & AnalyticsCan a website-only business remain in the Directory?
Yes. Public discovery can include a website-based business record even while registry verification is pending or unavailable. The verification state should explain the evidence gap rather than hiding the business.
22 Evidence, APIs & AnalyticsDoes the verifier use private customer data?
The public business-verification layer is designed around business identity and supported authority evidence. It should not require private customer conversations or unrelated personal data to assign a public registry level.
23 Evidence, APIs & AnalyticsWhere is registry verification exposed in the public business JSON?
The business profile JSON can expose a businessVerification object containing the public-safe verification status, level, label, authority, registry ID, match score and related timestamps when available.
24 Evidence, APIs & AnalyticsWhat does businessVerification.status mean?
Status describes the current verification workflow result, such as verified, pending or another supported state. Clients should also read level and countsAsVerified rather than guessing verification meaning from status alone.
25 Evidence, APIs & AnalyticsWhat does businessVerification.level mean?
Level is the normalized public verification tier such as gold, green, blue or none.
26 Evidence, APIs & AnalyticsWhat does businessVerification.label mean?
Label is the human-readable presentation such as Full Registry Verified, Registry Verified, Registry Evidence or Not Registry Verified.
27 Evidence, APIs & AnalyticsWhat does businessVerification.authority mean?
Authority identifies the public-safe registry or verification authority associated with the current evidence when that information is available.
28 Evidence, APIs & AnalyticsWhat does businessVerification.registryId mean?
registryId exposes the public-safe business identifier associated with the current registry evidence when available.
29 Evidence, APIs & AnalyticsWhat does businessVerification.matchScore mean?
matchScore is the numeric strength of the registry match under the verification logic. It should not be treated as a customer-review score.
30 Evidence, APIs & AnalyticsWhat does businessVerification.countsAsVerified mean?
It is the explicit machine-readable policy result. Clients can use it to determine whether the business belongs in the Registry verified set without hard-coding display labels.
31 Evidence, APIs & AnalyticsWhat happens for government entities in businessVerification?
The object can return applicable false, status not_applicable and countsAsVerified false, making it clear that the business-verification model is intentionally not being applied.
32 Evidence, APIs & AnalyticsCan developers filter for registry-verified businesses?
Yes. The public Directory search can support a business_verified=true style filter that returns businesses whose Gold or Green state qualifies under the current verified-business policy.
33 Evidence, APIs & AnalyticsDoes the registry filter use old owner verification?
No. The Registry verified filter uses the business-verification fields, not the legacy owner or claim verification_status field.
34 Evidence, APIs & AnalyticsCan developers sort by registry verification?
The Directory can expose registry-verification-aware sorting that places qualifying Gold and Green states ahead of Blue and None while still using supported quality and name tie-breakers.
35 Evidence, APIs & AnalyticsIs the legacy verificationStatus still available?
The Directory can retain the legacy verificationStatus for ownership or profile-control semantics where needed, but public business registry presentation should use businessVerification.
36 Evidence, APIs & AnalyticsWhy not rename the old verificationStatus?
Renaming an established ownership field would risk breaking claim, owner and existing API behavior. Adding a separate businessVerification object preserves compatibility and keeps semantics honest.
37 Evidence, APIs & AnalyticsCan AI agents understand the difference?
Yes. Separate machine-readable fields let agents distinguish legal-business registry evidence from profile-control verification, Directory Score, Website Audit and agentic readiness.
38 Evidence, APIs & AnalyticsCan the Directory discovery manifest describe registry verification?
Yes. The machine-readable discovery document can explain supported business-verification levels and clearly state that Business Registry Verification is separate from ownership verification.
39 Evidence, APIs & AnalyticsShould llms.txt describe the verifier?
A concise public explanation can help AI systems interpret the Directory correctly, especially the difference between Gold or Green registry verification and owner claim status.
40 Evidence, APIs & AnalyticsCan verification be used in structured data?
Public structured data can reference registry identity or supporting identifiers where appropriate, but it should avoid inventing schema semantics that imply endorsements or legal certifications not actually provided by the authority.
41 Evidence, APIs & AnalyticsDoes the API expose raw verifier secrets?
No. Public API responses must never expose API keys, authority credentials, internal secrets or private service-binding information.
42 Evidence, APIs & AnalyticsCan public APIs expose verification timestamps?
Yes. checkedAt, verifiedAt and nextCheckAt can be useful public-safe freshness indicators when present.
43 Evidence, APIs & AnalyticsHow does the Directory count registry-verified businesses?
The public verified-business total is the number of qualifying Gold and Green records whose machine policy says they count as verified.
44 Evidence, APIs & AnalyticsDoes Blue contribute to the verified total?
No. Blue is reported separately as Registry Evidence.
45 Evidence, APIs & AnalyticsWhat is the eligible-business denominator?
The denominator represents public records to which the current business-registry verification policy applies. Government entities are excluded because their verification state is not applicable.
46 Evidence, APIs & AnalyticsWhat is the registry verified rate?
It is the qualifying Gold plus Green business count divided by the eligible public-business population for the current analytics snapshot.
47 Evidence, APIs & AnalyticsWhy show Gold, Green and Blue separately in analytics?
A single verified percentage can hide the strength and maturity of the evidence base. Showing the level mix lets visitors see full verification, qualifying verification and evidence-only coverage separately.
48 Evidence, APIs & AnalyticsWhy is the verifier shown in the Metrics drawer?
Registry verification is now a first-class trust dimension of the Directory, so the Metrics drawer can show the live verified-business total and eligible rate alongside public listings, countries and other network measures.
49 Evidence, APIs & AnalyticsWhy is registry verification shown in the Analytics drawer?
The Analytics drawer summarizes public business-graph health. Registry verification belongs there because it measures trust coverage rather than merely UI activity.
50 Evidence, APIs & AnalyticsWhy is verification shown in the detailed analytics section?
The detailed analytics section can show Gold, Green, Blue and not-verified populations so users can inspect the composition behind the headline verified rate.
51 Evidence, APIs & AnalyticsDoes verification analytics require a separate verifier API call?
No. The Directory analytics response can expose the current registryVerification aggregate from Directory listing data, allowing multiple frontend surfaces to reuse one analytics snapshot.
52 Evidence, APIs & AnalyticsDoes every frontend verification panel query D1 separately?
No. The intended design is to reuse the same analytics.registryVerification object across the Metrics drawer, Analytics drawer, trust strip, ticker and detailed analytics card.
53 Evidence, APIs & AnalyticsWhy is that reuse important?
It keeps public numbers consistent and avoids multiplying database reads simply because the same metric is displayed in several places.
54 Evidence, APIs & AnalyticsCan analytics disagree with the Registry verified search filter?
They should use the same qualifying policy. If they disagree, the system should treat it as an implementation or caching issue and fix the exposure path rather than inventing a second definition of verified.
55 Evidence, APIs & AnalyticsWhat should a verified-business count include?
It should include only records that meet the current qualifying Business Registry Verification policy and are part of the relevant public Directory population.
56 Evidence, APIs & AnalyticsShould owner-claimed businesses be added to the registry-verified count?
No. Claim status is a separate metric. A claimed business only belongs in the registry-verified count if its businessVerification state independently qualifies.
57 Evidence, APIs & AnalyticsCan registry verification be used in Directory momentum or health indicators?
Yes, as long as the component is clearly labeled and uses the business-registry verified rate rather than the old hidden ownership-verification rate.
58 Evidence, APIs & AnalyticsWhy remove old generic verified metrics from some public surfaces?
The old metric represented owner or profile-control verification and could be mistaken for legal-business verification. Public surfaces should prefer the new explicit registry-verification meaning where they discuss business trust.
07 · Directory Trust & Review
Directory Trust & Review
Privacy, corrections, review, challenges, removal, trust boundaries, and the complete Directory trust model.01 Directory Trust & ReviewDoes registry verification expose private owner information?
No. Business Registry Verification can operate before an owner account exists and should expose public business evidence, not private owner-account data.
02 Directory Trust & ReviewDoes the verifier expose email addresses used for internal outreach?
Not as part of the public verification badge. Public contact information follows the Directory's separate public-contact policy.
03 Directory Trust & ReviewDoes the verifier track website visitors?
No. Business Registry Verification concerns business identity evidence. Visitor analytics and public activity are separate systems.
04 Directory Trust & ReviewDoes registry verification mean ASG guarantees the business?
No. ASG is presenting a verification signal derived from supported evidence. Users remain responsible for their own due diligence and transaction decisions.
05 Directory Trust & ReviewCan a verified business still have outdated profile content?
Yes. Registry identity confidence does not freeze every public field. Website, service, product, location and contact information can still change.
06 Directory Trust & ReviewCan a registry-verified business still receive a low Website Audit score?
Yes. Website Audit evaluates the current public website and machine-readiness signals. Registry Verification evaluates business identity evidence. They are intentionally independent.
07 Directory Trust & ReviewCan a registry-verified business have no active agent?
Yes. Agentic readiness and live AIG capability are separate from legal-business registry verification.
08 Directory Trust & ReviewCan an active agent belong to an unverified business?
Potentially, because agent capability and registry verification are different dimensions. Public interfaces should show both states rather than implying one proves the other.
09 Directory Trust & ReviewCan a paid profile be unverified?
Payment or subscription status should not automatically qualify a business for registry verification.
10 Directory Trust & ReviewCan a registry-verified business be removed from public search?
Yes when publication, suppression, removal or policy rules require it. Verification does not override the Directory's visibility and safety controls.
11 Directory Trust & ReviewHow does the Directory communicate uncertainty?
It uses explicit states such as pending, Blue Registry Evidence, None or unknown entity classification rather than converting every uncertain case into a binary verified or fake judgment.
12 Directory Trust & ReviewWhy is uncertainty important in a global registry system?
Countries publish different data, authorities have different APIs, businesses use different legal forms and coverage is uneven. A trustworthy system must represent those gaps rather than hide them.
13 Directory Trust & ReviewDoes ASG manually approve every verified business?
The system is designed for automated authority-backed verification at scale, with review paths for ambiguous or exceptional cases. Automation should still follow the same evidence policy.
14 Directory Trust & ReviewCan an internal administrator override verification?
Administrative repair or review tools may exist, but public verification should remain auditable and evidence-based. Manual actions should not silently erase the distinction between evidence and policy.
15 Directory Trust & ReviewWhy does the Directory publish verification methodology in the FAQ?
The verification badge affects trust. Explaining what it means, what it does not mean and how it differs from owner claiming helps people and machines interpret it correctly.
16 Directory Trust & ReviewWhat should I do if my business is matched to the wrong registry record?
Use the supported correction or review process and provide the most useful public identifying information available. The Directory can re-evaluate the registry match rather than keeping an incorrect badge.
17 Directory Trust & ReviewWhat should I do if my legal name is wrong?
Submit a correction through the Directory workflow. A future verification pass can compare the corrected business identity with the supporting authority evidence.
18 Directory Trust & ReviewWhat should I do if my registry ID is wrong?
Request a correction or review. Registry identifiers are important evidence and should not be changed casually without support.
19 Directory Trust & ReviewWhat if my business is real but still shows Not Registry Verified?
The record may be awaiting authority processing, missing a strong match, located in a jurisdiction with limited coverage or using identifiers the current adapter cannot confirm. Not Registry Verified is not a fraud label.
20 Directory Trust & ReviewWhat if my business shows Blue?
Blue means the system found meaningful registry evidence but has not reached a qualifying Gold or Green state. A later authority check can improve the result if stronger evidence becomes available.
21 Directory Trust & ReviewWhat if my business should be Gold but shows Green?
The current authority path may support a qualifying match without the stronger evidence required for Gold. A recheck can update the level when stronger evidence becomes available.
22 Directory Trust & ReviewWhat if a government body is shown as a business?
That is primarily an entity-classification problem. The Directory should correct the entity type so business verification becomes not applicable rather than merely changing the badge color.
23 Directory Trust & ReviewWhat if a commercial state-owned company is shown as government?
The classification should be reviewed. A commercial state-owned enterprise can remain a business if its operating form and evidence support that classification.
24 Directory Trust & ReviewWhat if a verified business closes?
A later registry check or public-data refresh can update the registry status and verification state. Directory visibility can then follow publication and review policy.
25 Directory Trust & ReviewWhat if an authority API changes?
The relevant adapter can be updated while preserving the public verification model. Businesses should not be assigned new meaning merely because an upstream API changed its response format.
26 Directory Trust & ReviewWhat if verification analytics suddenly show zero?
The first checks should compare the Registry verified search filter with the public analytics registryVerification object. If the filter returns businesses but analytics show zero, the issue is likely in aggregation exposure, response assembly or caching rather than the verifier data itself.
27 Directory Trust & ReviewHow can developers confirm the live verified count?
Compare the public Directory query using the registry-verified filter with the analytics registryVerification.verifiedBusinesses total. Both should reflect the same qualifying Gold and Green policy.
28 Directory Trust & ReviewCan cached analytics temporarily lag behind new verification results?
Yes. Public API caching can briefly delay aggregate visibility even when individual listing filters already see the updated verification fields. Cache policy should keep that delay bounded and predictable.
29 Directory Trust & ReviewShould the frontend calculate verification totals from the first page of search results?
No. That would produce false totals because search results are paginated. Verification totals belong in the server-side analytics response or another authoritative aggregate endpoint.
30 Directory Trust & ReviewShould every public page re-scan the entire Directory to calculate verifier totals?
No. The Directory should reuse existing analytics work and cached aggregates where appropriate. Displaying the same number in multiple UI surfaces is not a reason to repeat the same database scan.
31 Directory Trust & ReviewHow do I know the verifier layer is working?
A healthy system shows qualifying businesses through the Registry verified filter, exposes businessVerification on individual business JSON, and reports matching Gold and Green totals through public analytics.
32 Directory Trust & ReviewWhat is the complete ASG trust model in one view?
Discovery identifies the public business record. Entity classification determines whether business-registry verification is applicable. Business Registry Verification evaluates supported authority evidence and assigns Gold, Green, Blue or None. Gold and Green count as registry verified; Blue is evidence only. Owner claim and profile-control verification remain separate. Directory Score measures record strength, Website Audit measures current website readiness, and agentic status describes machine capability. Public analytics reuse the same registry-verification policy so search, filters, business cards, quick view, metrics and analytics all describe the same truth.
Business Registry Verification is an evidence signal, not an endorsement, credit rating, legal opinion, product guarantee or substitute for sector-specific licensing checks.08 · Directory Owner Workspace
Directory Owner Workspace
Owner access, verification, business profile controls, scoring, audits, services, products, integrations, activity, security, team access, and support.01 Directory Owner WorkspaceHow do I choose the right business?
Use the business selector before making changes. Each business has its own profile, publication status and plan.
02 Directory Owner WorkspaceWhat should I do if you have a website?
Check your website address, confirm you control it in Verification center, then review your business information. Your Directory profile and your own website are different pages.
03 Directory Owner WorkspaceWhat should I do if websdocs hosts your profile?
You do not need your own website or domain. Open Hosted storefront to continue your saved draft, add your business information and submit it for review.
04 Directory Owner WorkspaceHow do I check your status?
Published means the public page is live. Review describes approval. Verification describes checks on ownership or business evidence. A paid plan is separate from all three.
05 Directory Owner WorkspaceHow do I understand network pulse?
Network requests cover the wider WebsDocs ecosystem. Directory visits and Gateway visits are request counts. Unique visitors and identified AI overlap those counts; do not add every tile together. Your business visits is the separate count for this business.
06 Directory Owner WorkspaceHow do I read the total correctly?
Network requests count recorded requests during the displayed period. Directory and Gateway requests make up this total. Unique visitors and identified AI are overlapping measures, so do not add them to the total. Your business visits is reported separately.
07 Directory Owner WorkspaceHow do I choose a time period?
Free includes 24 hours and 7 days. Paid reporting adds 30 and 90 days where records exist. A rolling 24-hour count can fall as older visits leave the period, even while new visits arrive.
08 Directory Owner WorkspaceHow do I find your own results?
Your business activity contains only events linked to the selected business. Profile opens are recorded openings of its profile; contact or booking clicks show interest, not completed sales. A dash means information is unavailable, not zero.
09 Directory Owner WorkspaceWhat should I know about inventory is a different measure in the Owner Workspace?
Listings, countries, services and products describe what the Directory contains. They are not visitor counts and can update at a different time.
10 Directory Owner WorkspaceHow do I choose a useful next action?
Use the suggested actions to complete missing details, review verification or improve your profile. Check the save or completion message after each action.
11 Directory Owner WorkspaceHow do I review your website report?
Open a saved audit to see improvements for your website. Reading the report does not start another scan.
12 Directory Owner WorkspaceWhat should I know about website ownership in the Owner Workspace?
For a website listing, follow the displayed instructions to add a DNS TXT record, a verification file or a homepage tag. Your website administrator can help. Run the check after making the change.
13 Directory Owner WorkspaceWhat should I know about hosted profile ownership in the Owner Workspace?
A hosted profile has no website domain to prove. Use your active Owner account to manage it. Account access, publication review and official business verification remain separate checks.
14 Directory Owner WorkspaceHow do I confirm your phone or email?
Choose your country, enter your number and request a verification code once. Read the delivery message to see whether the code went by SMS or to your masked email address.
15 Directory Owner WorkspaceWhat should I do if the code does not arrive?
Wait for the delivery message. If email delivery is confirmed, check your inbox and spam folder. Some numbers cannot receive SMS. Request another code only when needed.
16 Directory Owner WorkspaceHow do I enter the one-time code?
Enter the six digits from the indicated message before they expire. Never share the code. Email confirmation proves access to that email, not ownership of the phone or website.
17 Directory Owner WorkspaceHow do I check what is unlocked?
Read the verification and editing status after the check. Business registry verification is handled in Business verification; buying a plan does not replace either check.
18 Directory Owner WorkspaceHow do I use your legal details?
Enter your registered business name, country and any requested registration details as they appear in official records. Trading names may differ from legal names.
19 Directory Owner WorkspaceHow do I request a check?
Use the check action and wait for its result. If another check is not yet available, follow the time or message shown. Sending a request does not itself verify the business.
20 Directory Owner WorkspaceHow do I review the match?
Read the authority, evidence and result. Correct mismatched details or contact support. Your own description and a paid plan do not grant an official verification badge.
21 Directory Owner WorkspaceHow do I check your public details?
Review the business name, description, address, category, image and contact information. Use the public profile link to check the published result.
22 Directory Owner WorkspaceHow do I save a correction?
Use the available correction form and wait for confirmation. Some changes require ownership checks or review. Free access includes supported corrections; paid editors provide additional control where enabled.
23 Directory Owner WorkspaceHow do I manage additional information?
Where your plan and editing access allow, use the editors for categories, public contacts and service areas. Saved Owner content is kept separately from information found on your website.
24 Directory Owner WorkspaceWhat should I know about hosted content belongs in your storefront in the Owner Workspace?
Use Hosted storefront to manage your hosted page and its Free or paid content allowance. Check publication status after saving or submitting.
25 Directory Owner WorkspaceWhat should I know about publication and removal in the Owner Workspace?
Read each listing action carefully before confirming. Saving information, publishing a page and requesting removal are different actions.
26 Directory Owner WorkspaceHow do I understand the scores?
Profile quality, verification and confidence measure different things. A Directory score is not your website audit score or a promise of search ranking.
27 Directory Owner WorkspaceWhat should I know about improve, then rescore in the Owner Workspace?
Save useful corrections first, then request a rescore. Free and paid owners can use rescore, with different waiting periods and history access shown on the page. Payment does not add points or verification.
28 Directory Owner WorkspaceWhat should I know about a scan, a crawl and a rescore differ in the Owner Workspace?
A website audit checks website health. A recrawl asks for fresh website information and may wait in a queue. Reindexing updates the Directory from saved information. Rescoring calculates the score from available saved evidence. Check progress before requesting the next step.
29 Directory Owner WorkspaceWhat should I know about hosted profiles use saved information in the Owner Workspace?
Improve your hosted business details and supporting evidence, then rescore when available. A hosted profile without a website does not need a website scan.
30 Directory Owner WorkspaceHow do I review results and history?
Read the breakdown to identify missing or weak information. Use history where your plan allows it. Wait for a completed result; starting a job does not mean the score has changed.
31 Directory Owner WorkspaceWhat should I know about free and paid website scans in the Owner Workspace?
Both Free and paid website owners can request a scan. Check availability, remaining capacity and any waiting period shown before starting. Scan the website linked to this business.
32 Directory Owner WorkspaceWhat should I know about hosted profiles without a website in the Owner Workspace?
There is no separate website to scan. Improve your hosted page in Hosted storefront and use Directory scoring to review its saved business information.
33 Directory Owner WorkspaceHow do I read the main findings?
Start with the overall result and category scores. Review the most important issues first and share technical findings with the person who maintains your website.
34 Directory Owner WorkspaceHow do I open the full report?
Expand the saved report on this page for details. Reports describe the website at scan time; fixing a page does not automatically change an old report.
35 Directory Owner WorkspaceHow do I check improvements over time?
After changes, run another scan when available and compare saved results. If a scan fails, read its message and capacity status before retrying.
36 Directory Owner WorkspaceHow do I review what is published?
Describe each service, where it is available and any public price or booking link.
37 Directory Owner WorkspaceWhat should I know about website content editing in the Owner Workspace?
The separate content editor needs a paid plan and editing access. Free owners can review published content and use supported correction routes. Saving an Owner-managed collection prevents later website crawls from replacing that collection.
38 Directory Owner WorkspaceWhat should I know about hosted content editing in the Owner Workspace?
Use Hosted storefront for the services and products included in your hosted plan. Free and paid plans have different limits; a locked separate editor does not mean your Free storefront allowance is unavailable.
39 Directory Owner WorkspaceHow do I save and check?
Wait for the save confirmation and review the resulting public information. Catalogue imports need review and saving; a connection alone does not publish your items.
40 Directory Owner WorkspaceHow do I review what is published?
Check product names, descriptions, prices, currency, availability, brand and item codes. Remove outdated offers.
41 Directory Owner WorkspaceWhat should I know about website content editing in the Owner Workspace?
The separate content editor needs a paid plan and editing access. Free owners can review published content and use supported correction routes. Saving an Owner-managed collection prevents later website crawls from replacing that collection.
42 Directory Owner WorkspaceWhat should I know about hosted content editing in the Owner Workspace?
Use Hosted storefront for the services and products included in your hosted plan. Free and paid plans have different limits; a locked separate editor does not mean your Free storefront allowance is unavailable.
43 Directory Owner WorkspaceHow do I save and check?
Wait for the save confirmation and review the resulting public information. Catalogue imports need review and saving; a connection alone does not publish your items.
44 Directory Owner WorkspaceHow do I describe real capabilities?
List only actions your business actually supports. If a paid capability editor is available, ask your website specialist to confirm technical addresses and settings before saving.
45 Directory Owner WorkspaceHow do I set realistic expectations?
Being readable by AI does not guarantee that an AI service will visit, recommend your business or complete a transaction.
46 Directory Owner WorkspaceHow do I check official links?
Use Discovery & links for official website, documentation and AI information links. Leave technical fields alone if you do not know their purpose.
47 Directory Owner WorkspaceHow do I add a useful official link?
Choose a type such as website, booking or support, then enter the complete official address. Technical types such as sitemap or Agent Card can be supplied by your website administrator.
48 Directory Owner WorkspaceHow do I keep public links current?
Saved links are public business information. Remove broken or outdated addresses and avoid private account links.
49 Directory Owner WorkspaceHow do I choose the main destination?
Where offered, mark the preferred link as primary so there is a clear main address for that type.
50 Directory Owner WorkspaceWhat should I know about hosted page links in the Owner Workspace?
Your hosted page can include links within the plan limits. Use Hosted storefront for those links; no website domain is required.
51 Directory Owner WorkspaceHow do I choose your platform?
The dashboard lists WordPress, Shopify, Wix, Squarespace, Webflow and Google Tag Manager. Setup available means you can begin; Configuration pending means setup is not ready. Neither means your business is already connected.
52 Directory Owner WorkspaceWhat should I know about authorize the right business in the Owner Workspace?
Choose Connect / authorize, follow the setup link and select the correct store, website or container. These connections belong to the selected Directory business. Do not substitute an unrelated dashboard site identifier.
53 Directory Owner WorkspaceWhat should I know about wordpress setup in the Owner Workspace?
Use the installation link supplied by the WordPress connection and follow its instructions. Ask your website administrator to install or configure the offered plugin if needed. Downloading a ZIP alone does not confirm a connection.
54 Directory Owner WorkspaceHow do I check before applying changes?
Some setup steps can add code or publish a website or Tag Manager change. Review the selected destination before confirming. Then use Refresh status and Check connection to verify the result.
55 Directory Owner WorkspaceWhat should I do if controls are unavailable?
Read the message above the cards. Missing business setup, a pending platform configuration or an incomplete connection can disable actions. Refresh after setup; contact support if the message persists.
56 Directory Owner WorkspaceWhat should I know about shopify catalogue is a separate task in the Owner Workspace?
Enter the permanent store.myshopify.com address in catalogue sync and authorize it. Both Free and paid owners can connect and review products; adding selected items to the separate products editor requires paid editing access.
57 Directory Owner WorkspaceWhat should I know about sync, review, then save in the Owner Workspace?
Start sync and fetch the next batch when requested. Review the latest snapshot, select suitable items and add them to the products editor when allowed. Check and save there. Sync alone does not publish all products or grant a verification badge.
58 Directory Owner WorkspaceWhat should I know about a hosted page does not require a connector in the Owner Workspace?
If you have no external store or website, maintain your content in Hosted storefront. You do not need to create a platform account just to publish your hosted profile.
59 Directory Owner WorkspaceHow do I choose your reporting period?
Free includes 24 hours and 7 days. Paid reporting includes 30 and 90 days where records exist. Expanded detail depends on your available reporting access.
60 Directory Owner WorkspaceWhat should I know about network totals and your business in the Owner Workspace?
Network Pulse describes the wider ecosystem. Your business visits and the business activity section refer only to the selected business. Do not treat the whole network as your audience.
61 Directory Owner WorkspaceWhy a visit count can fall?
A rolling window moves forward. Yesterday’s visits leave the last 24 hours as time passes. That can lower the number without deleting your history. Other periods and network tiles may refresh separately.
62 Directory Owner WorkspaceHow do I read visits and profile opens?
Visits count recorded requests linked to this business. Profile opens count recorded profile openings. Unique visitors use available visitor identifiers, not confirmed people. A dash means unavailable information.
63 Directory Owner WorkspaceHow do I understand ai labels?
Known AI is matched to a recognised footprint. Declared AI identifies itself. Unknown automation is not fully identified, and browser or unidentified traffic is not proof of a human visitor.
64 Directory Owner WorkspaceHow do I compare matching periods?
The comparison uses the previous matching period. Check whether the figures describe the whole network or your selected business, and read the dates beside each comparison.
65 Directory Owner WorkspaceWhat should I know about actions show interest in the Owner Workspace?
Questions, contact clicks, bookings and checkout actions describe recorded interest. They do not confirm a purchase. Product and service details appear only when the event included them and your access allows them.
66 Directory Owner WorkspaceWhat should I know about questions and paid detail in the Owner Workspace?
Read the question allowance shown here. Presence does not automatically increase it or add AI credits. Free includes recent previews and summary interest counts; paid reporting can show more recorded detail.
67 Directory Owner WorkspaceHow do I review recent questions and visits?
Open available question previews, responses and visitor records to understand when and how people or automated tools reached your business. A preview limit is not the total activity count.
68 Directory Owner WorkspaceHow do I use reliable evidence?
Review the listed sources and their dates. Prefer your official website and current public business records.
69 Directory Owner WorkspaceWhat should I know about resolve conflicting information in the Owner Workspace?
Correct your business details through the available Owner controls and update your website where necessary. Saved Owner content is kept separately from website observations. A new crawl does not grant verification.
70 Directory Owner WorkspaceWhat should I know about hosted profiles can have evidence too in the Owner Workspace?
Use accurate business details and official supporting links even without a website. Official business verification remains a separate check.
71 Directory Owner WorkspaceHow do I invite your business team?
The owner can invite 3 teammates on Free or 10 on Paid, in addition to the owner. A Viewer reads business information; an Editor can update business content within its existing permissions. Pending invitations reserve seats for 7 days. Billing, verification, ownership and team management remain with the owner. Cancel invitations or remove access here. After a downgrade, later accepted seats pause until the owner frees a seat.
72 Directory Owner WorkspaceHow do I review account protection?
Check your sign-in and security status. Security controls remain available without a Presence subscription.
73 Directory Owner WorkspaceHow do I set up two-step verification?
Follow the authenticator instructions and keep recovery codes somewhere safe outside this browser. Do not share passwords, verification codes or recovery codes.
74 Directory Owner WorkspaceHow do I review signed-in devices?
Check active sessions and revoke any you do not recognise. Use the password controls if your password may be exposed.
75 Directory Owner WorkspaceWhat should I know about explain the problem in the Owner Workspace?
Describe what you tried, what you expected and what happened. Include the business name and a screenshot or error message if useful. Never include passwords or sign-in codes.
76 Directory Owner WorkspaceHow do I read replies?
Check your existing ticket and replies before opening another ticket for the same issue. Support does not automatically approve publication or complete a payment.
08A · Agency workspace
Agency workspace
Agency signup, public submissions, automatic publication, client access, profiles and WebsDocs messages.01Agency workspaceCan an agency register before it has any client listings?
Yes. Create a free Agency workspace with your agency name and email, verify your email and sign in. No business listing is required. If you already have an Owner account, use the same credentials at Agency sign in and enable your Agency workspace.
02Agency workspaceCan an agency list businesses without prior owner permission?
Yes. An agency can submit accurate, publicly available business information without first obtaining permission from each business owner. Use Add a business in the Agency workspace. Submitting or publishing a listing does not establish ownership, verify the business or grant editing access. Do not submit confidential information, impersonate an owner or upload material you do not have the right to use.
03Agency workspaceWhat does “Skip admin review” do?
For a new public listing, check Skip admin review to publish automatically after the submission passes the required validation. Leave it unchecked to send the listing for admin review. The option does not overwrite an existing listing, restore a removed listing, award a verification badge or grant editing rights. A request that cannot be completed shows its status in Client requests.
04Agency workspaceCan one free Agency workspace manage several independent businesses?
Yes. You can submit multiple businesses and manage businesses whose owners have granted you access. Basic Directory listings remain permanently free, including a link to an existing business website. Optional paid products are separate. The current submission/request allowance is 20 new requests per hour per agency; client-contact requests also have a limit of five per recipient per day. These are submission controls, not ownership permissions.
05Agency workspaceWhen can an agency edit a client business?
Publication and editing access are separate. For a business with a website, its owner verifies the business-domain email and invites the agency account as an Editor from the business team controls. The agency accepts the invitation. A public email found by the prefill tool, a listing submission or a client-confirmation email alone does not grant editing access. A business without a domain follows the applicable ownership-verification route before delegated access is granted.
06Agency workspaceCan an agency accept Editor invitations from multiple owners without a paid subscription?
Yes. A paid Agency subscription is not required to accept Editor invitations from different owners. Each business’s team allowance and role permissions still apply. The free business plan allows up to three invited team members, excluding the owner. Owners retain control and can revoke access; an Agency account does not bypass those limits.
07Agency workspaceWhich route should an agency use for a new or existing business?
For a new business with a website, choose Business with a website and enter its URL. If the business is already listed, use its existing record for an ownership or management request instead of creating a duplicate. A business without its own website can be submitted through the hosted-profile route. Hosted business pages are a separate presentation option and can be used with or without an existing website; publication of a Directory listing does not automatically publish a hosted storefront.
08Agency workspaceCan the website tool fill in the business details and logo?
Yes. Enter a public website URL and choose Find business details. The tool suggests available information such as the name, description, country, contact details and logo, while keeping your existing entries. It may not find every field or may identify a detail incorrectly, so review and correct the suggestions. Manual entry remains available. A detected email or logo does not verify ownership or grant permission to edit the business.
09Agency workspaceDo I need the owner’s email to submit a public listing?
No. Public submissions are recorded against your Agency account and do not require a client-confirmation email. Ownership claims and requests to manage an existing listing are separate: enter the client’s appropriate contact for those requests. The client’s confirmation does not itself give the agency editing access; business ownership verification and an Editor invitation are still required.
10Agency workspaceWhat can I see in the Agency workspace?
Use Overview for counts and status, Companies for businesses linked to your account, Client requests for submissions and access requests, Add a business for new submissions, Agency profile for your agency details and images, Messages for WebsDocs communications, and Agency guide for instructions. Submitted or published listings can appear in your requests without becoming companies you are allowed to edit.
11Agency workspaceIs the Agency profile public, and what images can I upload?
Your Agency profile is available to your agency and WebsDocs Admin; saving it does not create a public Directory listing for the agency. Add contact details, a description, links, a logo and a banner. Supported image uploads are PNG, JPEG and WebP, up to 2 MB per image and 15 MB total per agency. Only upload images you have permission to use. Changing the profile contact email does not change your sign-in email.
12Agency workspaceWho receives Agency messages and announcements?
WebsDocs Admin can publish announcements to Agency workspaces and send private messages to one agency. Your replies go privately to WebsDocs Admin, not to client businesses or other agencies. These messages are shown inside the workspace; they are not automatic email broadcasts or push notifications. For help, you can also email hello@websdocs.com.
13Agency workspaceWhich countries can agencies submit businesses from, and who operates WebsDocs?
WebsDocs operates globally and accepts eligible business submissions worldwide. Listing eligibility, verification methods and optional services remain subject to applicable law and service availability; not every registry, payment method or feature is available in every country. WebsDocs is operated by Javed Sarwar, a sole proprietor trading as WebsDocs. Contact hello@websdocs.com for service questions.
09 · Hosted Business Profiles
Hosted Business Profiles
Profile Studio, hosted storefront, publication, contacts, media, services, products, offers, FAQs, links, and review.01 Hosted Business ProfilesWhat should I know about continue your existing profile in the Owner Workspace?
Open your saved Hosted storefront. Check whether it is a draft, awaiting review or published. Do not submit a second setup request just to edit an existing business.
02 Hosted Business ProfilesHow do I describe your business clearly?
Add your business name, description, public contacts, services, products, photos, frequently asked questions, offers and official links using the fields available. Include only information you want customers to see.
03 Hosted Business ProfilesHow do I stay within your plan?
Both Free and paid hosted plans support content. Plans & benefits lists the different item and storage limits. If publication is blocked by a limit, reduce the content or choose a suitable plan.
04 Hosted Business ProfilesHow do I save before leaving?
Save draft keeps your changes privately. Wait for the saved message before switching business or leaving the page. Typing alone does not save your work.
05 Hosted Business ProfilesHow do I submit and check the public page?
Submit for review when ready. Submission does not mean approval or immediate publication. Check the resulting status and open the public page after it is published before sharing its address.
06 Hosted Business ProfilesWhat is a WebsDocs-hosted business profile?
A WebsDocs-hosted business profile is a public business presence for a business that does not use its own website. It can publish business-managed contacts, services, products, offers, opening hours, social links and other approved public information on business.websdocs.com.
07 Hosted Business ProfilesDo I need my own website or domain to use a hosted business profile?
No. The hosted profile is specifically designed to give a business a public WebsDocs presence without requiring a separate website or domain.
08 Hosted Business ProfilesWhere is a hosted business profile published?
Published hosted profiles use the WebsDocs business host, with a public address based on the business profile slug at business.websdocs.com.
09 Hosted Business ProfilesIs a hosted profile reviewed before publication?
Yes. The supplied Directory and Profile Studio material describes review as a separate step. Submitting a profile requests review; it does not mean the page is immediately approved or published.
10 Hosted Business ProfilesWhat information can I publish on a hosted business profile?
Depending on the plan limits, the profile can include business identity, public contacts, location and service areas, opening hours, brand images, services, products, offers, frequently asked questions, official links and social information.
11 Hosted Business ProfilesCan a hosted profile be discovered by AI systems without running a live AI model?
Yes. Hosted and Directory profiles can expose structured public business information and machine-readable discovery routes without requiring the profile itself to run a live AI model.
12 Hosted Business ProfilesDo prices or offers on a hosted profile create checkout automatically?
No. The Profile Studio guidance says prices and offers describe the business; they do not by themselves enable customer checkout.
13 Hosted Business ProfilesWhere do I manage a hosted profile after initial setup?
After setup, use the Directory Owner Workspace and its Hosted storefront controls to save changes, manage the published content, request review and handle plan or billing actions.
14 Hosted Business ProfilesWhat should I know about owner access in the Profile Studio?
Use your own account email for Owner access. It is separate from your public business contact. Submit only if you own the business or are authorized to represent it.
15 Hosted Business ProfilesWhat should I know about business identity in the Profile Studio?
Use the real business name, category and a clear description of what you do. Check the Directory for an existing listing before creating another one. A preview is not a published or verified profile.
16 Hosted Business ProfilesWhat should I know about public contacts in the Profile Studio?
Add the contact methods customers should use, such as phone, email, WhatsApp or a booking link. Check each address and link. Do not put private account information in public fields.
17 Hosted Business ProfilesWhat should I know about location and hours in the Profile Studio?
Enter accurate location, service areas and opening hours. Describe where you actually serve customers. Avoid publishing a private address unless it is intended to be public.
18 Hosted Business ProfilesWhat should I know about brand and photos in the Profile Studio?
Use images you own or have permission to publish. Free publishing includes 3 gallery photos; Hosted Presence includes 30. Logo and cover are separate from gallery photos but count toward media storage. Initial Studio uploads allow 25 MB total; paid Owner storage allows 100 MB.
19 Hosted Business ProfilesWhat should I know about services, products and offers in the Profile Studio?
Free publishing allows 5 services, 5 products and 1 current or scheduled offer. Hosted Presence allows 50 services, 100 products and 20 current or scheduled offers. Expired offers do not use an active offer slot. Prices and offers describe your business; they do not enable customer checkout.
20 Hosted Business ProfilesWhat should I know about customer information in the Profile Studio?
Answer common customer questions and add useful official links. Free publishing allows 5 FAQs and 3 custom links; Hosted Presence allows 40 FAQs and 30 custom links. Keep promises, availability and descriptions accurate.
21 Hosted Business ProfilesWhat should I know about presentation and plans in the Profile Studio?
Free profiles use standard colours. Hosted Presence costs USD 9/month per business and adds custom colours, larger publishing limits and 90-day reporting where activity exists. Upgrade in Owner workspace after setup. Website owners have a separate USD 5/month Website Presence offer. Taxes may apply at checkout. Neither Presence plan includes live AI or AI credits.
22 Hosted Business ProfilesHow do I review and declaration?
Read the declaration and check every public detail before submitting. Submission requests review; it does not publish automatically. Larger drafts can be prepared, but publication must fit your plan. Unsent form changes are not saved across refreshes. After setup, use Owner workspace to save changes, request review and manage billing.
10 · Directory Presence Plans
Directory Presence Plans
Free presence, Website Presence, Hosted Presence, reporting windows, publishing limits, billing, upgrades, and entitlement boundaries.01 Directory Presence PlansWhat should I know about website owners: free in the Owner Workspace?
Free includes account access, supported business corrections, domain verification, security, 24-hour and 7-day reporting, recent question previews and website scans within the available scan limits.
02 Directory Presence PlansWhat should I know about website owners: paid in the Owner Workspace?
Website Presence is currently shown as US$5 per month per business. It adds 30-day and 90-day reporting and more visitor, question and interest detail where recorded. Paid content editors need editing access too. Check the plan comparison and checkout for current terms.
03 Directory Presence PlansWhat should I know about hosted profiles: free in the Owner Workspace?
Free supports a hosted business page within its publication limits: 5 services, 5 products, 3 gallery photos, 5 FAQs, 1 offer, 3 custom links, standard colours and 25 MB of owned media. Reporting includes 24 hours and 7 days. Review is still required.
04 Directory Presence PlansWhat should I know about hosted profiles: paid in the Owner Workspace?
Hosted Presence is currently shown as US$9 per month per business. Its comparison lists 50 services, 100 products, 30 photos, 40 FAQs, 20 offers, 30 links, custom colours and 100 MB of owned media, with reporting up to 90 days. Confirm current limits and price in Plans & benefits.
05 Directory Presence PlansWhat should I know about hosted editing and uploads in the Owner Workspace?
Use Hosted storefront for the content allowed by your hosted plan, including Free. Separate paid content editors elsewhere may still be locked. Initial Studio uploads have a separate 25 MB setup-session limit. Saved drafts remain; unsaved browser changes do not.
06 Directory Presence PlansWhat should I know about upgrade before verification in the Owner Workspace?
You can upgrade before proving domain control. Payment does not verify your business, approve publication or unlock changes that still need ownership proof.
07 Directory Presence PlansHow do I know what payment does not include?
Presence does not automatically add Live AI credits or increase question allowances. It cannot restore missing history or guarantee visitors, AI recommendations, enquiries or sales. Existing paid AIG reporting is respected where available.
08 Directory Presence PlansHow do I manage your subscription?
Checkout opens only when you choose it. Review the monthly price and any taxes before paying. Use Manage billing to review payment issues or cancel future renewals; read the displayed end date. If the plan cannot load, refresh or contact support.
11 · RTD Business Agent
RTD Business Agent
Voice, Chat, Human Inbox, deployment, leads, and approved knowledge.01 RTD Business Agent What is RTD?
RTD is a website conversation and business-operation product that brings Voice, Chat, approved company information, visitor intent, lead creation, Human Inbox continuation, transcripts, recordings, website deployment, and operating controls into one connected workspace. The website Agent responds from an approved business profile and remains connected to the Voice Dashboard, where the business can review activity, outcomes, usage, domains, publication status, and account controls.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
02 RTD Business Agent What is the difference between RTD Studio and the Voice Dashboard?
RTD Studio is where the business profile is prepared, reviewed, approved, and published. It defines what the Agent is permitted to communicate about the company, its services, processes, policies, routes, and business information.
The Voice Dashboard is the operating workspace used after setup. It shows live and previous conversations, leads, Human Inbox cases, transcripts, recordings, Domain Agents, Website Audit results, usage, credits, Support Messages, team access, and settings.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
03 RTD Business Agent Does the Agent answer from unrestricted internet information?
The business-facing experience is built around the approved RTD profile and the information authorized for that Domain Agent. The purpose is to keep responses aligned with the company’s approved services, terminology, policies, processes, and visitor routes.
Changes to important business information should be reviewed and published through RTD Studio so the live Agent continues to reflect the approved company position.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
04 RTD Business Agent Can visitors use both Voice and Chat?
Yes. A Domain Agent can provide Voice, Chat, or both, depending on the selected plan, published configuration, website experience, and enabled channels.
Both channels remain connected to the same approved business profile and operating workspace, allowing the team to review visitor intent, conversation context, actions, outcomes, and usage without separating the business record.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
05 RTD Business Agent What happens when a visitor needs a human response?
The interaction can continue through Human Inbox when the request is sensitive, uncertain, qualified, account-specific, or requires an authorized company officer. The officer receives the available conversation context, including visitor intent, previous messages, the Agent’s summary, routing destination, and relevant contact details.
The case can then be accepted, assigned, replied to, noted internally, resolved, closed, or returned to the Agent.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
06 RTD Business Agent How does RTD create and manage leads?
When a visitor expresses qualified intent and provides appropriate contact details or permission, RTD can create a visible lead record connected to the original conversation. The lead can contain contact information, project or service interest, qualification answers, conversation context, source channel, Domain Agent, assignment, status, notes, and follow-up history.
This allows the business to move from conversation to accountable sales work.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
07 RTD Business Agent What is a Domain Agent?
A Domain Agent is the approved RTD operation assigned to a specific website or domain. It connects that website to its published profile, enabled channels, language coverage, deployment method, connection status, usage, and recent activity.
Businesses operating multiple approved websites can manage those Agents separately while keeping them inside the same protected workspace and shared account structure.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
08 RTD Business Agent How can RTD be added to a website?
RTD can be deployed as a Premium iframe, Floating Agent, Button Agent, JavaScript SDK integration, or protected Hosted Agent page. These methods give the website team control over how and where the visitor experience appears.
A business can also use Dashboard Platform Settings for supported managed connections. The selected route remains tied to the approved Domain Agent and its publication controls.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
09 RTD Business Agent What is the difference between deploying and connecting?
Deploying means placing the Agent through a supplied website format such as an iframe, floating launcher, existing button, SDK, or hosted destination. Connecting means authorizing a supported website platform through Dashboard Platform Settings.
That route can handle platform authorization, configuration, verification, connection status, and managed installation from the protected workspace.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
10 RTD Business Agent Which website platforms can be connected?
The product experience presented here supports managed connection routes for WordPress, Shopify, Wix, Squarespace, Webflow, and Google Tag Manager. The available authorization and installation steps can differ by platform.
Connection status, domain verification, selected Domain Agent, deployment format, and publication readiness remain visible through Dashboard Platform Settings.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
11 RTD Business Agent How do credits and usage work?
Eligible Voice, Chat, and Human Inbox activity uses credits from the workspace’s shared prepaid wallet. The Dashboard shows the available balance, usage by channel, monthly credit delivery, top-ups, transaction history, and estimated remaining activity.
Actual consumption depends on the active product channel and the applicable plan rate. The pricing and usage areas should be used for the current allowance, included features, and credit terms.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
12 RTD Business Agent Are transcripts and audio recordings always available?
Conversation transcripts remain connected to the relevant conversation record when available under the product operation. Audio recordings are separate and appear only when recording is enabled for the plan, Domain Agent, and applicable conversation.
The business should configure recording and retention according to its operational requirements, customer communications, applicable permissions, and account controls.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
13 RTD Business Agent What does the Website Audit do?
Website Audit provides a structured view of website readiness, visible business risks, category scores, findings, supporting evidence, affected pages, recommendations, and audit history. It helps the business understand whether the website clearly supports visitor pathways, company positioning, trust, support, conversion, and the wider RTD operation.
It does not automatically replace business review or implementation decisions.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
14 RTD Business Agent Can the business pause, update, or republish an Agent?
The workspace is designed to keep Agent status, profile version, domain state, connection, installation, and publication controls visible after launch. An authorized user can review the relevant configuration, update approved business information through RTD Studio, verify the website route, and publish the appropriate version.
Availability can also be controlled when the business does not want the Agent accepting new conversations.
Use the current RTD Dashboard and checkout for live commercial values and current entitlement state.
15 RTD Business Agent Does RTD use the same installation script on every plan?
The current RTD Dashboard guide describes one universal rtd-agent.js loader. The server-side Site ID, verified origin, plan entitlement, selected model, published profile, wallet, recording policy, and feature state determine how that loader behaves.
12 · RTD Studio
RTD Studio
Activation, setup, profile preparation, publication, and installation.01 RTD Studio How do I use “Activate your setup” in RTD Studio?
What this step does: Confirms that this setup belongs to you and connects it to the correct website. What to enter The activation code from your WebsDocs email.
The same email address used for the purchase or approval. Your main website address, for example https://company.com .
Helpful notes Use the real public website whenever possible. For local testing, enter the exact localhost address and port you will use.
The first approved website becomes the primary Agent domain. Next: WebsDocs sends a short verification code to the registered email.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
02 RTD Studio How do I use “Verify your email” in RTD Studio?
What this step does: Confirms that the person completing setup can access the registered email account. What to do Select Send verification code .
Open the email from WebsDocs. Enter the 6-digit code in Studio.
Helpful notes The code is temporary and expires after a short time. Check the spam or junk folder when the message does not arrive.
Never share the activation code or verification code with another person. Next: Create the password used to sign in to the Voice Dashboard.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
03 RTD Studio How do I use “Create your Dashboard password” in RTD Studio?
What this step does: Creates the owner login for the Voice Dashboard. Password guidance Use at least 10 characters.
Include at least one letter and one number. Use a password that is not used on another website.
Do not use your activation code or email verification code as the password. The password is protected before storage.
WebsDocs does not return the original password after setup. Next: Add the public business information visitors should see and hear.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
04 RTD Studio How do I use “Add your business identity” in RTD Studio?
What this step does: Tells the Agent which company it represents. What to enter Company name: the public name customers recognize.
Agent name: the name visitors will see and hear. Industry and business type: a simple description of your work.
Tagline: one short sentence about your value. Business summary: what you do, who you help, and what makes your service useful.
Write for a customer, not for an internal technical team. Use only information approved for public use.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
05 RTD Studio How do I use “Add contact and operating details” in RTD Studio?
What this step does: Gives visitors accurate ways to contact the company and understand when help is available. Recommended information Public email and phone number.
Business hours and timezone. Service areas or locations.
Contact, support, and booking pages. A realistic response-time message.
Only enter contact details that customers are allowed to use.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
06 RTD Studio How do I use “Choose how the Agent speaks” in RTD Studio?
What this step does: Controls the opening greeting, voice, tone, and length of spoken answers. Simple setup advice Use a short greeting that says who the Agent represents.
Choose a warm, clear, and professional style. Keep spoken answers brief so visitors can respond naturally.
Use the fallback message when the Agent does not have approved information. The Agent should explain approved information, not make legal, financial, or custom commercial promises.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
07 RTD Studio How do I use “Add your logo, banner, and colors” in RTD Studio?
What this step does: Makes the hosted page and website widget match your company. Images Company logo: used beside the company name and inside supported Agent views.
Banner: shown as a clear, wide image on the hosted Agent page. Agent avatar: optional image for the assistant.
The RTD default avatar is used when empty. Colors and position Choose readable colors with good contrast.
Select bottom-left or bottom-right for the website launcher. Use the preview to check the greeting, avatar, and panel appearance.
Images are uploaded securely when the final workspace is created. For a sharp full-width banner, use a wide, high-resolution image.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
08 RTD Studio How do I use “List the services visitors may ask about” in RTD Studio?
What this step does: Gives the Agent a clear list of services it is allowed to explain. For each service Use the public service name.
Add a short, customer-friendly description. Explain who the service is for and the usual next step.
Do not add private internal services, unapproved claims, or details that change frequently unless your team will keep them updated.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
09 RTD Studio How do I use “Add products, packages, and public pricing” in RTD Studio?
What this step does: Lets the Agent explain approved products, packages, or offers. Safe commercial wording Enter only prices that are already public and approved.
Say “starting from” when the final price depends on customer needs. Explain that custom quotes require a team member when appropriate.
Do not allow the Agent to promise discounts, refunds, or special terms.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
10 RTD Studio How do I use “Tell the Agent what information to use” in RTD Studio?
What this step does: Defines the approved information the Agent may rely on. What to include Important public website pages.
Short notes about services, policies, and customer questions. Priority topics the Agent should explain first.
What to exclude Admin pages, private portals, draft pages, and internal documents. Outdated information or claims the company has not approved.
When information is missing, the Agent should say so and offer a human contact option.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
11 RTD Studio How do I use “Add common questions and approved answers” in RTD Studio?
What this step does: Helps the Agent answer frequent customer questions consistently. Good FAQ examples What services do you provide?
Which locations do you serve? How can I request a quote or booking?
When will a team member reply? Keep each answer short, accurate, and easy to understand.
Avoid copying long website pages into one answer.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
12 RTD Studio How do I use “Decide how the Agent recognizes genuine interest” in RTD Studio?
What this step does: Helps the Agent identify visitors who may want a quote, booking, consultation, or follow-up. Useful questions Which service are you interested in?
What date or timeframe are you considering? Which location or route is involved?
How should the team contact you? Ask only necessary questions.
Do not pressure visitors or collect sensitive information that the business does not need.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
13 RTD Studio How do I use “Set up human help” in RTD Studio?
What this step does: Tells the Agent when and where to send a visitor who needs a person. Send to a person when The visitor asks for a custom quote, exception, refund, or legal commitment.
The question is urgent, sensitive, or outside approved information. The visitor specifically asks to speak with the team.
Choose the route Contact page for general enquiries. Support page for existing-customer help.
Booking page for appointments or consultations. Human Inbox when the plan and settings allow it.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
14 RTD Studio How do I use “Choose supported languages” in RTD Studio?
What this step does: Selects the languages the Agent may use with visitors. Select only languages your business is comfortable supporting.
Use automatic detection when visitors may start in different languages. Use a fixed primary language when consistent communication is more important.
The number of languages available depends on the active plan.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
15 RTD Studio How do I use “Add safety, disclosure, and privacy rules” in RTD Studio?
What this step does: Sets clear boundaries for safe customer conversations. Recommended rules Tell visitors that they are speaking with an AI Voice Agent.
Explain recording or transcription only when the feature is enabled. List topics that always require a person.
Prevent promises about legal outcomes, refunds, discounts, or special terms. Add the company’s public privacy direction.
Clear boundaries make the Agent more reliable and protect both the visitor and the business.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
16 RTD Studio How do I use “Choose what may be stored” in RTD Studio?
What this step does: Controls whether conversation text and audio may be kept for the Dashboard and follow-up. Transcripts: written conversation records.
Audio recordings: actual voice recordings, available only when the plan and policy allow them. Choose settings that match your privacy notice, customer expectations, and internal retention policy.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
17 RTD Studio How do I use “Review the primary Agent” in RTD Studio?
What this step does: Shows the exact information that will be submitted for the primary website. Check before continuing Company name, summary, and public contact details are correct.
Greeting and voice style sound natural. Services, offers, and FAQs are approved.
Human handoff and safety rules are complete. Branding previews are correct.
Edit anything that is unclear or incorrect before requesting publication verification.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
18 RTD Studio How do I use “Add other website domains” in RTD Studio?
What this step does: Creates optional Agent versions for other approved websites under the same workspace. Each domain receives its own Domain ID, profile, hosted page, and installation code.
All domains share the same plan allowance and wallet. You may skip this step and add more domains later in the Dashboard.
Add another domain only when it genuinely needs its own website identity or tailored customer information.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
19 RTD Studio How do I use “Confirm publication” in RTD Studio?
What this step does: Sends a second email code to confirm the exact reviewed setup before creation. Review the primary and any additional domain Agents.
Select Send publication code . Enter the code from the registered email.
Changing the reviewed information after verification requires a new publication code. This protects the owner from accidental or unauthorized changes.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
20 RTD Studio How do I use “Create the workspace” in RTD Studio?
What this step does: Sends the verified setup to WebsDocs for final creation. Before selecting Create Confirm that all information is approved for customer-facing use.
Confirm the website and domain Agents are correct. Confirm the branding images and colors are correct.
Confirm the handoff, privacy, and safety rules are complete. After successful creation, WebsDocs stores the profiles, creates the domain records and hosted pages, uploads branding, prepares installation packages, and links the workspace to its plan.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
21 RTD Studio How do I use “Your workspace is ready” in RTD Studio?
What this step means: WebsDocs successfully created the Voice workspace and its approved domain Agents. What you receive Dashboard access.
A hosted Agent page for each created domain. Floating, button, iframe, and platform installation options.
Site ID and Domain ID values for each website. A protected publication handover and agreement link.
The Agent is created, but the website installation and final controlled test still need to be completed.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
22 RTD Studio How do I use “Install and test the Agent” in RTD Studio?
What this step does: Connects the created Agent to the correct website. Choose an installation type Floating Agent: adds the standard launcher to the bottom corner of the website.
Button Agent: connects the Agent to your own “Talk to us” button. Hosted Agent: opens the complete branded Agent page on its own URL.
Premium iframe: places the full hosted Agent page inside a page on your website. Platform instructions: gives placement guidance for WordPress, Shopify, Wix, Squarespace, Webflow, Google Tag Manager, or plain HTML.
Important installation rule Use the installation code created for the selected domain. Every script must contain the matching Site ID and Domain ID .
Do not copy one domain’s code to a different website. Where to place the floating script Place it once on every page where the launcher should appear.
For normal HTML, place it before the closing tag. For a website builder, use the site-wide footer or body-end custom-code area.
Premium iframe Paste the complete iframe code into the page where the hosted Agent should appear. Keep allow="microphone" so voice can work.
The hosted page sends its height to the parent page so the iframe can resize automatically. The website must be one of the approved origins for that Domain ID.
Final test checklist Open the website in a private browser window. Confirm the correct company logo, banner, colors, and Agent name appear.
Open Chat and ask a question from the approved profile. Open Speak and allow microphone access.
Test the Human Inbox or handoff route. Check the Dashboard for the conversation and wallet usage.
Need help? Copy the exact error message or take a screenshot of the browser Console and Network tabs, then send it through Setup Support.
RTD Studio prepares and approves the setup; the Setup Worker remains authoritative for validation, OTP, publication, and final workspace creation.
23 RTD Studio Where do I get help if RTD Studio setup fails?
Use the Setup Support route with the activation/setup context, the exact step, visible error, and a screenshot that excludes passwords and OTPs. Do not create another workspace simply because one protected step is delayed.
13 · RTD Dashboard
RTD Dashboard
Operations, domains, usage, subscriptions, security, audit, CRM, and support.01 RTD Dashboard How do I read the operating state in the RTD Dashboard?
Start with the wallet, selected model, live-session count, Human Inbox and retention policy. The overview uses runtime and D1 records; it does not invent a green status when data is missing.
The model chip and wallet chip stay visible while you move through the dashboard.
02 RTD Dashboard How do I finish publication readiness in the RTD Dashboard?
Complete branding, a verified domain, approved services, FAQs, a prepaid wallet and the agreement record. The readiness score links operating work rather than acting as a cosmetic score.
03 RTD Dashboard How do I watch entitlement pressure in the RTD Dashboard?
The plan-limit meters show current resource counts against the active plan. Limits are enforced by the Dashboard worker, not by disabled browser buttons alone.
04 RTD Dashboard How do I confirm the public identity in the RTD Dashboard?
The company logo becomes the agent avatar. The brand name and primary label appear across the customer workspace and public voice experience.
05 RTD Dashboard How do I upload protected branding in the RTD Dashboard?
PNG, JPEG and WebP assets are uploaded through the authenticated Dashboard worker into the branding R2 bucket. Sensitive uploads require fresh verification.
06 RTD Dashboard How do I understand authority in the RTD Dashboard?
The browser provides intent. D1 entitlement, verified origins, wallet balance and the Realtime worker remain authoritative for every session.
07 RTD Dashboard How do I keep business facts approved in the RTD Dashboard?
Use concise, verifiable company facts. These are intended for the runtime instruction context, not unreviewed marketing claims.
08 RTD Dashboard How do I profile publication boundary in the RTD Dashboard?
Publish approved company facts to the Dashboard Worker. The Worker writes D1 first and synchronizes the runtime KV package so Chat and Speak use the updated profile.
A successful publication response confirms the profile was written by the server.
09 RTD Dashboard How do I choose a resource in the RTD Dashboard?
Services, offers, FAQs and important links each have their own D1 table and plan limit. Use the tabs to keep the approved knowledge structured.
10 RTD Dashboard How do I review before adding in the RTD Dashboard?
The left list shows the current approved records and the exact used-versus-limit meter. Remove stale records rather than adding contradictory versions.
11 RTD Dashboard How do I save one clear record in the RTD Dashboard?
Complete the fields in the right composer. The Dashboard worker rejects additions when the plan limit has been reached.
12 RTD Dashboard How do I add the production origin in the RTD Dashboard?
Enter the full HTTPS website URL. Setup begins without a bound client URL, so domain ownership is handled only after verified dashboard access.
13 RTD Dashboard How do I complete verification in the RTD Dashboard?
A domain is not trusted merely because it was typed into the dashboard. Use the verification action and wait for a verified state before publishing the SDK.
14 RTD Dashboard How do I respect the plan count in the RTD Dashboard?
Pro supports 1 domain, Business 3 and Enterprise 6. The server checks the entitlement before inserting another domain.
15 RTD Dashboard How do I select the model independently in the RTD Dashboard?
Normal and Advanced use the same subscription and universal SDK. The selected model changes the active-minute rate and applies to the next session.
16 RTD Dashboard How do I protect trial workspaces in the RTD Dashboard?
The 7-day Pro trial is locked to Normal. The Dashboard worker rejects an Advanced selection even when browser controls are modified.
17 RTD Dashboard How do I configure allowed languages in the RTD Dashboard?
Add only the languages the business can actually support. The plan allows 2, 5 or 10 languages depending on entitlement.
18 RTD Dashboard How do I find a voice session in the RTD Dashboard?
Search by session ID, transcript content or visible metadata. Status filtering keeps active, completed and failed sessions separate.
19 RTD Dashboard How do I open the complete timeline in the RTD Dashboard?
A selected session combines transcript messages, runtime events, usage, recording and Human Inbox references when those records exist.
20 RTD Dashboard How do I use transcripts carefully in the RTD Dashboard?
Transcript retention follows the plan. Audio and transcript policy are separate; a plan can retain text without recording audio.
21 RTD Dashboard How do I check entitlement first in the RTD Dashboard?
Pro does not record audio. Business retains audio for 30 days and Enterprise for 90 days.
The recording policy badge reflects D1 entitlement.
22 RTD Dashboard How do I use protected playback in the RTD Dashboard?
The browser requests audio through the authenticated Dashboard worker. Direct R2 object keys and bucket credentials are never exposed.
23 RTD Dashboard How do I continue the visitor conversation in the RTD Dashboard?
Human Inbox keeps the verified visitor thread connected to the originating Chat or Speak session. Each case carries its status, priority, assignment and conversation lineage.
24 RTD Dashboard How do I work the selected case in the RTD Dashboard?
Accept the case before the visitor is told a person joined. Reply inside the protected widget thread, add internal notes, and keep the operational timeline complete.
25 RTD Dashboard How do I return or close deliberately in the RTD Dashboard?
Use Return to Agent when AI can continue the same conversation. Use Resolved after the requested work is complete, and Closed when no further response is expected.
26 RTD Dashboard How do I use the verified support channel in the RTD Dashboard?
Support Messages connects to the WebsDocs mail application through a Worker service binding. SMTP credentials are never sent to this page.
27 RTD Dashboard How do I read the full thread in the RTD Dashboard?
Select a message to display the protected thread and reply context. Inbox and Sent remain separate views.
28 RTD Dashboard How do I compose securely in the RTD Dashboard?
The composer sends through the Dashboard worker using the active dashboard session and CSRF protection.
29 RTD Dashboard How do I use real operational signals in the RTD Dashboard?
The selected 7-, 30-, or 90-day range is calculated by the Dashboard Worker from session, usage, handoff, and wallet records.
30 RTD Dashboard How do I read conversation outcomes in the RTD Dashboard?
The outcome meter separates completed sessions, sessions with a human handoff, and unresolved sessions. It is an operational view, not a sales attribution claim.
31 RTD Dashboard How do I watch wallet runway in the RTD Dashboard?
The gauge estimates how much active runtime the current prepaid balance can support. Realtime performs the final admission and stop decisions.
32 RTD Dashboard How do I compare plan utilization in the RTD Dashboard?
Resource meters reveal where the workspace is approaching a configuration limit before a save is rejected.
33 RTD Dashboard How do I understand active-clock billing in the RTD Dashboard?
Billing includes the complete time while a voice session is active: visitor speech, AI speech, pauses, model thinking and Worker operations.
34 RTD Dashboard How do I use one public rate in the RTD Dashboard?
Normal is $0.32 per active minute and Advanced is $0.75. There is no separate AI, routing, Worker or platform fee.
35 RTD Dashboard How do I trace priced records in the RTD Dashboard?
The usage table exposes session, model, quantity and charged credits so the dashboard can be reconciled with the wallet ledger.
36 RTD Dashboard How do I read the prepaid wallet in the RTD Dashboard?
The orbit shows available credits and health against the low-balance threshold. A zero usable balance prevents a new LLM session.
37 RTD Dashboard How do I compare model runway in the RTD Dashboard?
The same credit balance supports different active minutes because Advanced consumes weighted credits at the $0.75 rate.
38 RTD Dashboard How do I audit every movement in the RTD Dashboard?
The ledger lists grants, purchases, usage debits and adjustments. Setup owns the first grant and Realtime owns usage settlement.
39 RTD Dashboard How do I read the subscription headline in the RTD Dashboard?
Start with the plan, provider status, service state, renewal or end date, and any cancellation-at-period-end flag. These fields should tell the client whether service is active and what happens next.
A status badge alone is not enough; confirm the dates and next billing action in the detail card.
40 RTD Dashboard How do I review the paid service period in the RTD Dashboard?
Check the current period start and end, billing cadence, provider reference, renewal state, and plan name. Billing remains the authority for commercial status.
41 RTD Dashboard How do I understand available actions in the RTD Dashboard?
The action area should explain what the client can do now: open the billing portal, resume renewal, request cancellation, or request a plan change.
42 RTD Dashboard How do I submit a protected request in the RTD Dashboard?
Plan changes, cancellation, reactivation, and billing-portal access require the authenticated dashboard session and may require fresh email verification.
Submitting a request does not let the browser rewrite the paid subscription directly; the Billing service validates and applies the change.
43 RTD Dashboard How do I limit workspace access in the RTD Dashboard?
Only invite people who should see transcripts, recordings, Human Inbox, support messages and billing information.
44 RTD Dashboard How do I respect plan capacity in the RTD Dashboard?
Pro supports 3 team members, Business 8 and Enterprise 20. Invitations and active members are reviewed together.
45 RTD Dashboard How do I protect membership changes in the RTD Dashboard?
Inviting or removing a member requires fresh verification. The invitation link verifies the invited email, reuses an existing account password, or creates a password for a new account.
46 RTD Dashboard How do I understand the sign-in chain in the RTD Dashboard?
Dashboard access requires the registered email, one selected company workspace, the user password, and a fresh email verification code. A session is created only after both password and OTP succeed.
47 RTD Dashboard How do I use one identity across companies in the RTD Dashboard?
The password belongs to the email user identity. When that email can access several companies, each workspace appears once and the same password is used before the workspace-bound OTP check.
48 RTD Dashboard How do I recover a forgotten password in the RTD Dashboard?
Forgot password verifies the registered email, issues a short-lived one-use reset authorization, replaces the user password, and revokes active dashboard sessions. The new password applies to every permitted company for that email.
49 RTD Dashboard How do I add an authenticator in the RTD Dashboard?
TOTP provides an additional account security factor. The secret is encrypted in D1 and is shown only during setup.
50 RTD Dashboard How do I revoke old sessions in the RTD Dashboard?
Review active dashboard sessions and revoke any browser you no longer trust. Password changes and password recovery revoke other sessions automatically.
51 RTD Dashboard How do I inspect security events in the RTD Dashboard?
Password verification, OTP delivery, OTP verification, recovery, session revocation and sensitive changes remain visible in the account security timeline.
52 RTD Dashboard How do I use one universal sdk in the RTD Dashboard?
Every plan loads the same rtd-agent.js. Site ID, D1 entitlement, verified domain, selected model, published profile, and wallet determine the real behavior.
53 RTD Dashboard How do I copy the universal loader in the RTD Dashboard?
The customer website receives only the RTD SDK URL and Site ID. Plan, model, profile, wallet, recording, and feature policy remain server controlled.
54 RTD Dashboard How do I open the hosted agent in the RTD Dashboard?
The Hosted Agent URL is read from the published voice_hosted_pages record. It provides an immediate public Agent while the website connection is completed.
55 RTD Dashboard How do I add an optional launch button in the RTD Dashboard?
The loader injects Agent and button styles automatically. Copy the one-line button or use data-rtd-open-agent on an existing website button or link.
56 RTD Dashboard How do I verify the live website in the RTD Dashboard?
After publishing the loader, confirm the verified domain, wallet, Agent identity, Hosted Agent, and universal SDK checks in the installation panel.
57 RTD Dashboard How do I enter a public website in the RTD Dashboard?
Audit the client website or another public HTTP or HTTPS website. Local, private-network, and internal addresses are rejected before the Website Audit service is called.
58 RTD Dashboard How do I read the executive summary first in the RTD Dashboard?
Start with the overall score, audit state, scan time, tested URL, and the counts of critical issues, warnings, and passed checks. This is the client-facing answer before the technical detail.
59 RTD Dashboard How do I compare category scores in the RTD Dashboard?
Review SEO, performance, accessibility, security, mobile readiness, and other available category scores to identify the weakest business-impact area.
60 RTD Dashboard How do I prioritize findings in the RTD Dashboard?
Critical issues and high-impact warnings should appear first with what is wrong, why it matters, the affected URL or asset, and the recommended fix.
61 RTD Dashboard How do I use improvement suggestions in the RTD Dashboard?
Website suggestions should turn technical findings into practical next actions, including quick wins that can improve trust, discoverability, speed, accessibility, or conversion.
62 RTD Dashboard How do I open technical evidence in the RTD Dashboard?
Use the technical section for headers, assets, connection checks, metadata, response details, and the evidence needed by a developer. It should support the summary rather than replace it.
63 RTD Dashboard How do I review scan history in the RTD Dashboard?
Open a prior report to compare changes over time. Email delivery is optional and uses the verified account address.
64 RTD Dashboard How do I respect the hourly allowance in the RTD Dashboard?
Each workspace may start no more than 10 Website Audit scans in one hour. The remaining allowance is shown beside the form.
65 RTD Dashboard How do I read the agreement status in the RTD Dashboard?
Start with whether an agreement is required, sent, viewed, signed, expired, or waiting for action. The status should make the client's next step obvious.
66 RTD Dashboard How do I confirm the agreement record in the RTD Dashboard?
Review the agreement version, recipient or signatory, sent date, signed date, provider reference, and latest verified update from the Contracts service.
67 RTD Dashboard How do I open the verified document in the RTD Dashboard?
Use the agreement link to review or download the current contract when a verified URL is available. Never construct a contract URL from browser data.
68 RTD Dashboard How do I separate contract visibility from service control in the RTD Dashboard?
Agreement status is important account information, but it does not silently suspend a paid agent. Any restriction remains an explicit server-side administrative action.
69 RTD Dashboard How do I read the crm workload in the RTD Dashboard?
Start with total leads, new records, follow-ups due, qualified opportunities, and unresolved customer work. These metrics summarize operational demand rather than replacing the underlying records.
70 RTD Dashboard How do I review pipeline distribution in the RTD Dashboard?
Use the pipeline to see how records move from new inquiry through qualification, follow-up, conversion, or closure. Investigate stages with unusually high volume or long dwell time.
71 RTD Dashboard How do I watch the trend in the RTD Dashboard?
The CRM trend chart shows whether lead and follow-up activity is rising or falling across the selected period. Use it with the lead table, not as a standalone conclusion.
72 RTD Dashboard How do I take the next action in the RTD Dashboard?
The action panel should surface overdue follow-ups, unassigned records, high-intent leads, and other items that need a person now.
73 RTD Dashboard How do I filter the lead list in the RTD Dashboard?
Use stage, intent, assignment, source, and follow-up filters to narrow the records that need attention. Keep the filter state visible so the result is understandable.
74 RTD Dashboard How do I read lead health in the RTD Dashboard?
The lead metrics summarize total records, new leads, qualified leads, due follow-ups, and conversion signals for the current workspace.
75 RTD Dashboard How do I open the actionable record in the RTD Dashboard?
Each row should expose identity, source, intent, stage, owner, latest activity, and next follow-up. Sensitive contact data remains protected by the authenticated dashboard.
Prioritize overdue follow-ups and high-intent unassigned leads before browsing older informational records.
76 RTD Dashboard How do I review the workspace audit in the RTD Dashboard?
The activity timeline combines security events with important dashboard and runtime activity while keeping secrets and full private contacts out of the response.
77 RTD Dashboard How do I refresh before investigation in the RTD Dashboard?
Use Refresh when reviewing a login, domain, model, team or subscription change so the latest D1 records are visible.
WEBSDOCS HELP
Human Inbox Free
Current unified workspace guidance.01Human Inbox FreeWhat is included in Free Human Inbox?
Free Human Inbox supports human text chat and asynchronous audio messages without a subscription payment. A new workspace receives 300 one-time welcome credits. Each original resolution costs 30 credits on Free and paid plans. Owners top up in Dashboard. Free has no LLM chat, AI voice, RAG or transcription.
02Human Inbox FreeDo I need a payment method to start?
No payment is needed to create and publish a Free Human Inbox workspace. The owner can top up the shared wallet from Dashboard when more credits are needed.
03Human Inbox FreeWhere do existing RTD customers go?
New setup and operation use RTD Studio and Dashboard. Existing customers should use their verified account access or contact Support to confirm migration of their account and records.
04Human Inbox FreeCan Free use AI chat or Voice?
Free supports human text chat and audio messages. LLM chat, AI Voice, knowledge indexing and transcription require an eligible paid plan and enabled workspace configuration.
15 · ASG Sales Gateway
ASG Sales Gateway
AI discovery, buyer intent, public profile, Ask, A2A, and safety boundaries.01 ASG Sales Gateway Is ASG just another AI visibility tool?
No. AI visibility tools mainly monitor whether AI systems mention a business.
ASG gives AI buyers an official hosted place to read approved public facts, ask live questions, follow business routes, start A2A sessions, and submit handoff, quote, or checkout intent.
02 ASG Sales Gateway How fast can a business activate ASG?
Start by verifying your email in Studio. Choose or create a setup, select a package, prepare your private profile, and save and approve the review. Then complete checkout, wait for billing confirmation, activate the workspace and approve publication with the final email code.
Signup and draft preparation require no card and start no charge or trial. Completion time depends on email verification, your review and payment confirmation. Existing purchased or admin-issued codes remain supported through the separate code entry.
03 ASG Sales Gateway Can AI access private dashboard or payment data?
No. AI-facing routes are designed around approved public facts only.
They do not expose setup codes, OTPs, private dashboard records, payment data, internal notes, confidential client information, billing administration, or protected system controls.
04 ASG Sales Gateway Do I need to rebuild my main website?
No. ASG is hosted as a separate AI-readable gateway.
Your website can remain focused on human visitors while ASG carries the approved public profile, discovery files, live Ask, A2A routes, and buyer-intent paths.
05 ASG Sales Gateway Can buyer AI submit checkout intent?
Yes, when the client enables that intent door. ASG can accept safe checkout, quote, or handoff intent.
The business still controls the final payment, contract, identity check, approval, and human review process.
06 ASG Sales Gateway What can the ASG dashboard show?
The ASG Client Visibility Dashboard can show profile status, AI activity, visitor proof, known and unknown agents, live usage, credits, buyer requests, intent events, install resources, safety settings, subscription status, and support routes.
07 ASG Sales Gateway Are live AI answers unlimited?
No. Static discovery routes remain open, but live LLM reasoning uses prepaid ASG AI Credits.
The wallet keeps usage controlled and allows the dashboard to warn, limit, pause, or route requests to fallback when the available balance becomes low.
08 ASG Sales Gateway What can AI read without using credits?
Approved static routes can include the ASG Live Profile, Pulse, llms.txt, agent card, schema, sitemap, robots signals, public services, public pricing notes, policy, contact routes, FAQs, and approved profile facts.
09 ASG Sales Gateway When are AI Credits used?
Credits are used when ASG performs live LLM reasoning, answers a public Ask request, produces an A2A reply, retrieves deeper approved context, explains services or pricing, applies policy rules, or evaluates buyer-intent routing.
10 ASG Sales Gateway Why not let AI crawl my whole website directly?
Normal websites are designed mainly for people and may contain outdated, repeated, promotional, or sensitive information. ASG gives AI systems a cleaner route with approved public facts, defined boundaries, structured endpoints, and monitored activity.
11 ASG Sales Gateway Who controls what ASG says about my business?
The business controls the approved public facts entered during setup, including services, offers, FAQs, public pricing notes, contact paths, policies, blocked topics, tone direction, and handoff rules. ASG is designed to answer from that approved layer.
12 ASG Sales Gateway What happens if AI asks something risky or private?
ASG should refuse, limit, or safely redirect private, unsafe, unsupported, or sensitive requests. It should not expose private records, admin data, OTPs, setup codes, payment details, confidential files, or protected system logic.
13 ASG Sales Gateway What is the difference between handoff, quote intent, and checkout intent?
Handoff intent moves the request toward human review. Quote intent signals that the buyer wants pricing or a proposal.
Checkout intent signals readiness to move toward a purchase route when the business has enabled that door.
14 ASG Sales Gateway Can checkout intent be turned off?
Yes. The client can disable checkout intent, keep it review-only, route it to a quote path, or connect it to an approved checkout route.
ASG does not force payment execution.
15 ASG Sales Gateway Can ASG identify which AI visited?
ASG can record public-safe visitor signals such as declared agent name, route activity, known or unknown classification, Ask events, A2A sessions, and intent events. Some traffic may remain unknown and can be reviewed in the dashboard.
16 ASG Sales Gateway What is included in the ASG Live Profile?
The profile can include business identity, approved description, services, offers, FAQs, public pricing notes, contact routes, market and language direction, policy boundaries, handoff rules, Pulse, discovery files, public Ask, A2A routes, and intent doors.
17 ASG Sales Gateway What information should I prepare before setup?
Start with an email you control and your public business name. Prepare approved services, offers, FAQs, pricing notes, public contact routes and boundaries for AI answers. Website is optional; it is not the subscription identity.
The optional Help me fill this profile section offers category templates and website-import suggestions. Review and select only accurate details. Suggestions do not automatically save, publish, start billing or change your subscription domain.
18 ASG Sales Gateway Can WebsDocs help shape the public AI profile?
Yes. Standard profile structure guidance is included with active memberships.
Agency, bulk, compliance-heavy, white-label, or unusually complex implementations may require a Custom Quote.
19 ASG Sales Gateway Can ASG work for businesses in different countries?
Yes. ASG can host public business profiles for different markets.
Results improve when the profile contains clear services, public routes, regional notes, supported languages, market boundaries, and safe handoff instructions.
20 ASG Sales Gateway Can AI ask or answer in multiple languages?
Multilingual behavior depends on the model, profile content, and setup rules. ASG can include language and market direction so visiting AI systems understand which languages and regions the business intends to support.
21 ASG Sales Gateway Is ASG for small businesses or enterprise teams?
Both. Business Membership supports one serious public AI profile.
Enterprise supports deeper coverage, more domains, higher usage, more users, and stronger controls. Agency and Custom plans support multi-profile and white-label needs.
22 ASG Sales Gateway Do I need a developer to use ASG?
Not for the hosted ASG profile itself. A developer may help when you want root discovery files, custom website signals, advanced routes, special integrations, or a deeper connection between ASG and your own systems.
23 ASG Sales Gateway Can the ASG profile be updated later?
Yes. Services, offers, pricing notes, FAQs, contact routes, policy wording, handoff rules, markets, and language direction can be reviewed and updated as the business changes.
24 ASG Sales Gateway What if fake bots claim to be AI agents?
ASG can record declared identity, known and unknown traffic signals, and suspicious behavior for review. Identity claims alone are not treated as proof, so safe boundaries, rate controls, and activity evidence remain important.
25 ASG Sales Gateway What makes ASG useful for future buyer AI?
Buyer AI needs structured public facts, official service routes, safe questions, machine-readable pricing and policy direction, action paths, and proof. ASG gives those agents one controlled place to read, ask, compare, and submit intent.
26 ASG Sales Gateway What is the best first step?
Open ASG Studio and sign up or sign in with your email. Verify the secure email link, then choose an existing setup or create another. One email can manage multiple separate subscriptions. A website is optional.
Choose your package in Studio and prepare and review your profile before checkout. An eligible trial starts according to the checkout you confirm, not at signup. Review its duration, payment-method requirement, first paid charge and renewal price before confirming.
27 ASG Sales Gateway Can I cancel before the trial charges my card?
For a converting trial, cancel through the ASG Dashboard billing controls or provider portal before its recorded end to avoid the first paid charge. Keep the cancellation confirmation and effective date. Contact Support if the controls are unavailable.
Signup does not start a trial. Closing Studio, leaving a profile unpublished or changing its domain does not cancel an accepted trial or subscription. Access after cancellation follows the recorded entitlement; check your account status.
28 ASG Sales Gateway Can I buy extra ASG AI Credits?
Eligible paid clients can buy approved top-up packs through ASG Dashboard. Paid top-ups are unavailable during the ASG trial. Select the correct subscription before confirming the price and credit amount.
Credits are granted after verified payment confirmation. Returning from checkout alone is not proof of a grant. ASG credits remain separate from the RTD and BizDesk wallet.
29 ASG Sales Gateway Are failed or blocked requests charged?
Static reads do not use credits. Failed provider calls, rejected abuse attempts, invalid requests, and blocked private-data requests should not consume successful-answer credits.
Live usage should be recorded only when billable LLM processing occurs.
30 ASG Sales Gateway Is the profile reviewed before it becomes public?
The setup flow is designed to verify ownership and require approval of the public facts before publication. Clients remain responsible for the accuracy and authorization of the business information they submit.
31 ASG Sales Gateway What happens during an A2A handshake?
A visiting agent can request an A2A session and receive approved scopes, allowed routes, denied private capabilities, session limits, and safe message endpoints. The handshake does not grant access to admin, payment, private-client, or database systems.
32 ASG Sales Gateway What work requires a Custom Quote?
Custom pricing may apply to white-label portals, bulk profile creation, dedicated infrastructure, unusual compliance requirements, advanced identity checks, custom A2A routes, complex data migration, or direct integration with external business systems.
33 ASG Sales Gateway What does Review Watch actually mean?
Review Watch is the ASG safety and quality report card. It summarizes suspicious behavior, blocked requests, repeated unknown patterns, claim-heavy questions, private-data attempts, admin-route attempts, and unusual activity around payment/action routes so the client can review meaningful pressure without treating every unknown visitor as dangerous.
34 ASG Sales Gateway Does unknown ASG traffic mean an attack?
No. Unknown means ASG does not yet have enough identity evidence to classify the source confidently.
Repeated suspicious behavior matters more than the label alone; use Review Watch and traffic patterns before escalating.
16 · ASG Setup
ASG Setup
Protected setup, public profile, publication, routes, badge, and handover.01 ASG Setup What happens when I “Validate the protected setup record” in ASG Setup?
For the email signup flow, verify your secure email link and select the correct saved setup or create a new one. You can prepare a private draft before payment; a setup code is not required for this entry.
If you already have a purchased or admin-issued code, choose the existing-code entry and load its protected setup record. Check the authorized company, email, package and status before proceeding. Do not create another purchase just to use existing access.
Keep login links and setup codes private. Each setup has a permanent identity; its website is optional and does not identify the subscription.
02 ASG Setup What happens when I “Verify ownership of the setup email” in ASG Setup?
New email signup and sign-in use a secure, one-use email link to open your private Studio account. This verification starts no charge or trial and does not publish a profile.
Existing setup-code access retains its own email OTP verification when requested. Follow the verification step shown for that entry. The final publication email code is a separate approval of the reviewed profile.
Never share login links, setup codes or OTPs. Email verification confirms access to the account; it is not proof of domain control or legal business identity.
03 ASG Setup What happens when I “Review the assigned plan and activation state” in ASG Setup?
In the email signup flow, choose a package and monthly or annual billing in Studio, then prepare your profile within that package’s limits. Saving the plan choice does not start billing or grant paid access.
Save and approve your profile review before checkout. Checkout shows the amount due, currency, taxes, offers, trial terms where eligible, and later renewal price. Workspace activation requires verified checkout confirmation or an applicable existing-code entitlement.
Server records determine access and limits. Do not create duplicate checkouts while confirmation is pending. Custom packages follow their recorded offer.
04 ASG Setup What happens when I “Create the private workspace and dashboard login” in ASG Setup?
In the email signup flow, prepare and approve your profile first, then complete checkout. After confirmed entitlement, follow Studio’s password and workspace activation steps. Existing-code users follow the requirements attached to their authorized setup.
Activation creates or connects the private client workspace and its stable identity. It does not automatically publish your profile. Complete final review and email-code approval to publish.
Use the existing Dashboard credential when requested for an email that already owns a workspace. Keep passwords private. Each subscription remains separate even when several are managed through one email. Billing or trial time follows the confirmed checkout, even if publication is delayed.
05 ASG Setup What happens when I “Write the official business identity” in ASG Setup?
Prepare your public business identity and summary in the private draft before checkout. Include only approved information suitable for publication. Website is optional; confirm the business name, industry, languages and descriptions.
You can use category starters and website-import suggestions, but review each selection before applying it. Applying suggestions only edits the current form; save and approve the draft through Studio. Do not treat suggested services, prices or policies as established business facts.
After workspace activation, the owner changes the subscription domain through Dashboard with security verification and within the plan’s limits. Domain changes preserve the same subscription. Never enter credentials, private contracts or confidential customer records in public profile fields.
06 ASG Setup What happens when I “Add official contact and location details” in ASG Setup?
Give AI systems and buyers safe, public routes to reach the business without exposing private contacts. This tab defines public email, phone, address, service area, location, timezone, and other approved contact details used for routing and trust.
Approved business email, phone, location, service area, and public contact details may appear in the profile and discovery routes. Personal mobile numbers, private home addresses, internal extensions, recovery contacts, and staff-only details remain private.
- Use business-owned public contact details.
- Add only locations or service areas the company actively supports.
- Check country, timezone, phone formatting, and address wording.
Do not use a personal contact unless the business explicitly approves it for public use. Do not list service regions the company cannot support. Avoid conflicting contact details across fields.
Describe the real services that ASG is allowed to explain to buyers.
07 ASG Setup What happens when I “Describe the services AI may explain” in ASG Setup?
Add structured, approved services with clear outcomes, audiences, limits, and official action routes. Service entries help AI search and buyer agents answer what the business does without inventing capabilities from vague marketing text.
Approved service names, descriptions, categories, outcomes, and public URLs may be exposed through ASG routes. Internal delivery instructions, private rates, customer-specific terms, staff assignments, and confidential methods stay private.
- Add each real service as a separate entry.
- Use plain titles and accurate descriptions.
- Include eligibility, outcome, service URL, and safe restrictions when relevant.
Do not add placeholder or future services as active offers. Avoid duplicate services with slightly different titles. Do not promise guaranteed results.
Add products, packages, or offers only when the business actually sells or provides them.
08 ASG Setup What happens when I “Add real products, packages, or offers” in ASG Setup?
Structure commerce-ready public offers without turning estimates or internal packages into binding promises. Offer entries give buyer agents clear names, descriptions, availability, official product links, and safe purchase or inquiry routes.
Offer titles, descriptions, availability, approved price wording, and action URLs can become public. Supplier costs, margins, unpublished discounts, private quotes, internal inventory notes, and customer-specific pricing remain private.
- Add only current, approved offers.
- Explain what is included and who the offer is for.
- Use official product, quote, booking, or checkout URLs.
Do not present a custom quote as a fixed price. Do not list expired promotions as active. Avoid duplicate offers and unsupported checkout links.
Define how ASG should communicate prices, estimates, ranges, and quote requirements.
09 ASG Setup What happens when I “Define safe public pricing rules” in ASG Setup?
Tell ASG exactly when it may state a price, show a range, or route the buyer for a quote. Pricing rules reduce wrong AI promises by separating fixed public prices from estimates, variable work, regulated advice, taxes, and custom quotations.
Approved fixed prices, ranges, starting prices, pricing conditions, and quote instructions may become public. Internal cost calculations, margins, negotiated rates, customer invoices, discount authority, and billing records remain private.
- State fixed prices only when they are publicly approved and current.
- Explain when pricing depends on scope, location, quantity, or consultation.
- Provide the official quote or checkout route.
Do not use words such as guaranteed or final when the amount can change. Do not expose internal cost or margin data. Do not leave conflicting pricing rules across offers.
Connect the official contact, booking, quote, support, product, and checkout routes.
10 ASG Setup What happens when I “Connect official buyer and support routes” in ASG Setup?
Give ASG safe destinations for contact, booking, quotes, products, support, and checkout actions. Routes convert public discovery into official business actions while preventing AI from inventing forms, payment links, or support destinations.
Approved action URLs can appear in the profile, agent card, A2A replies, sample answers, and install pack. Admin panels, signed internal links, private payment sessions, staff tools, and authenticated customer portals remain private.
- Use HTTPS links owned or approved by the business.
- Test contact, booking, quote, support, products, and checkout URLs.
- Leave a route empty when the business does not provide that action.
Do not use dashboard or admin URLs as public actions. Do not add broken, temporary, or third-party links without approval. Avoid sending all intents to one unrelated page.
Build a structured FAQ layer for frequent, low-risk buyer questions.
11 ASG Setup What happens when I “Build the structured FAQ answer layer” in ASG Setup?
Add real customer questions and approved answers so routine requests can be answered consistently and at low cost. FAQ entries are the safest first answer source for common questions.
They help static ASG responses and reduce unnecessary live AI use. FAQ questions, answers, and topics may be published through the ASG profile and FAQ route.
Private cases, customer records, internal troubleshooting, legal strategy, account data, and confidential exceptions stay private.
- Add one clear customer question per card.
- Write a direct, accurate answer using only approved public facts.
- Assign a useful topic and remove duplicate or outdated entries.
Do not answer private-account questions in a public FAQ. Do not create multiple versions of the same question. Avoid promises that bypass pricing, policy, or human review.
Set the public AI boundary and list topics that ASG must never answer automatically.
12 ASG Setup What happens when I “Set public boundaries and blocked topics” in ASG Setup?
Define what ASG may explain and what must remain private, restricted, uncertain, or human-reviewed. Boundaries protect the client and WebsDocs from data leakage, wrong promises, unsafe advice, and automated answers outside the approved public scope.
The public policy and high-level boundaries may be exposed so AI systems understand what ASG can and cannot answer. Internal enforcement logic, security controls, abuse evidence, private blocklists, credentials, and investigation details remain private.
- List blocked topics one per line.
- Write the public AI policy in clear language.
- Cover private records, credentials, payments, regulated advice, and unsupported commitments.
Do not make the policy so broad that it blocks normal public questions. Do not omit sensitive account, payment, legal, medical, or regulated boundaries. Do not rely on the model to guess private topics.
Define when and where uncertain, sensitive, or high-intent requests should reach a human.
13 ASG Setup What happens when I “Define human handoff rules” in ASG Setup?
Route high-risk, uncertain, private, regulated, or purchase-ready requests to an approved human channel. Handoff rules stop ASG from continuing when a person should review pricing, eligibility, complaints, private accounts, sensitive advice, or serious buyer intent.
Approved handoff instructions and public contact routes may be shown to buyers and AI agents. Internal escalation trees, staff schedules, private contacts, case notes, and investigation procedures remain private.
- Describe the situations that require human review.
- Set the approved support, sales, quote, or emergency route.
- Use clear response wording so buyers know what happens next.
Do not route sensitive requests to a public generic page with no owner. Do not let AI promise a response time the team cannot meet. Do not expose private staff details.
Review the ASG badge and the discovery files that can be installed on the client website.
14 ASG Setup What happens when I “Review the ASG badge and install pack” in ASG Setup?
Prepare the public discovery links that show AI systems where the approved hosted business layer lives. The badge, Pulse link, profile JSON, llms.txt, agent card, sitemap, and related snippets connect the client website to WebsDocs-hosted ASG discovery.
The ASG badge and generated discovery URLs are designed to be public and machine-readable. Setup codes, dashboard credentials, internal API secrets, signed admin routes, and private files are never part of the install pack.
- Preview the approved badge and links.
- Copy only the generated snippets without changing client identifiers.
- Plan installation in the website root, footer, metadata, or documentation as instructed.
Do not edit the client slug inside generated links. Do not install private dashboard or setup URLs. Do not claim verification that has not completed.
Review every public field and save the official server draft before final approval.
15 ASG Setup What happens when I “Review and save the public profile draft” in ASG Setup?
Review all public fields for accuracy, privacy, duplicates and plan limits. Save the draft and approve the review before starting checkout. The draft remains private; saving or approving it starts no charge or trial.
Complete checkout and wait for confirmed entitlement, then activate the workspace. Before requesting the final publication code, ensure the current draft is saved and its review is approved. Editing the draft requires a new review.
The final email code approves the reviewed version, not unsaved browser edits. Do not publish placeholders or unsupported claims. A checkout return screen alone does not confirm payment or publication.
16 ASG Setup What happens when I “Approve publication with the final OTP” in ASG Setup?
After confirmed entitlement and workspace activation, save and approve the latest profile review. Request the final email code and use it to approve publication of that exact reviewed version.
The final code is separate from the email sign-in link or legacy setup verification. Changes to the draft require another review; use the latest valid publication code. Avoid repeated Publish clicks while the request is processing.
Only successfully published public fields become available through the profile and discovery routes. Passwords, session tokens, OTPs and billing records stay private. Delaying publication does not pause an accepted subscription or trial.
17 ASG Setup What happens when I “Confirm publication and save the handover links” in ASG Setup?
Verify the live ASG profile, Pulse, dashboard, discovery routes, badge, and install pack after publication. This final tab proves that the setup completed and gives the client and WebsDocs the permanent links needed for dashboard access, public discovery, support, and future maintenance.
The hosted profile, Pulse, public Ask, company JSON, FAQ, agent card, llms.txt, sitemap, badge, and approved action routes are public. Dashboard sessions, passwords, OTPs, setup records, billing, private files, support records, and admin operations remain private.
- Open the public profile and Pulse in new tabs.
- Open the client dashboard and confirm email-password access.
- Save the install snippets and test the public machine-readable routes.
Do not send setup or OTP links as the dashboard handover. Do not assume publication is complete until the public routes respond. Do not leave outdated drafts or duplicate profiles active.
Maintain the profile from the ASG Client Portal and update public facts whenever the business changes.
18 ASG Setup Can I publish ASG before saving the latest draft?
No. The setup guide treats Review as the quality gate and says to save the authoritative D1 draft before requesting final OTP.
The final OTP approves the exact saved draft, not unsaved browser changes.
17 · ASG Client Portal
ASG Client Portal
Analytics, registry, credits, Review Watch, domains, security, and install pack.01 ASG Client Portal What should I know about Subscription timeline in the ASG Client Portal?
Live Billing Core records for requests, plan changes, cancellations, renewals, and payments.
02 ASG Client Portal What should I know about AI Sales Gateway agreement in the ASG Client Portal?
Review the agreement generated for this ASG workspace and follow its live completion status. The dashboard is checking the Contracts Worker for this company.
03 ASG Client Portal What should I know about Overall AI activity in the ASG Client Portal?
Reads, questions, visitors, requests, and ranked AI identities live together here.
04 ASG Client Portal What should I know about AI chat room routes in the ASG Client Portal?
Public Ask and A2A routes use only the approved ASG profile. Private dashboard, payment, OTP, and admin data remain blocked.
05 ASG Client Portal What should I know about Company sample questions in the ASG Client Portal?
These buttons open the free static GET preview. Live POST answers remain credit-aware.
06 ASG Client Portal What should I know about Review report in the ASG Client Portal?
Gateway review, blocked claims, unknown traffic, and client-safe action status appear here.
07 ASG Client Portal What should I know about Install pack in the ASG Client Portal?
Use these assets on the client website. Hosted ASG works before root install; root install strengthens ownership and discovery.
Use Copy to avoid broken snippets.
08 ASG Client Portal What should I know about Team members and reserved seats in the ASG Client Portal?
Business includes 1 owner, 2 administrators, and 5 regular users. Enterprise includes 1 owner, 5 administrators, and 20 regular users.
Pending invitations reserve a seat.
09 ASG Client Portal What should I know about Invite a dashboard user in the ASG Client Portal?
Owners may invite administrators, editors, or viewers. Administrators may invite editors and viewers.
10 ASG Client Portal What should I know about Logo and banner stay independent from the public ASG profile in the ASG Client Portal?
Changing dashboard branding does not verify a domain, recompile the public profile, change the client slug, or touch billing. One fresh OTP/TOTP step-up covers both logo and banner changes for 15 minutes.
11 ASG Client Portal What should I know about Domains and primary website in the ASG Client Portal?
Website is optional during ASG signup and profile preparation. After workspace activation, the owner can replace the domain through Dashboard with email OTP or authenticator verification and within the plan’s domain limits. The client identity and subscription stay the same.
Normal business-domain verification is separate from hosted ASG access. A custom ASG hostname requires verification before routing. Importing profile suggestions from a website does not replace the subscription domain or prove domain ownership.
12 ASG Client Portal What should I know about Replace the primary website in the ASG Client Portal?
The client ID, client slug, billing site ID, Stripe customer, and subscription remain unchanged. Only the website, primary-domain reference, compiled profile URL, and Billing allowed origin are updated.
13 ASG Client Portal What should I know about Website health and complete audit report in the ASG Client Portal?
Scan any safe public website. ASG domain verification is not required.
Each ASG account receives 10 shared scans in a rolling two-hour window.
14 ASG Client Portal What should I know about Agent Protocols in the ASG Client Portal?
Live A2A, UCP, MCP, and seller-checkout status issued by the ASG gateway. No gateway secret is exposed in this browser.
Open or copy the canonical routes published by your gateway. Open this section to load protocol routes.
15 ASG Client Portal What should I know about Access security in the ASG Client Portal?
Choose any country. SMS is used where available; otherwise the code is sent to the verified ASG email.
16 ASG Client Portal What should I know about Authenticator app in the ASG Client Portal?
Scan QR with Google Authenticator, Microsoft Authenticator, 1Password, or any TOTP app. Manual key and setup link are shown together.
17 ASG Client Portal What should I know about What this dashboard is for in the ASG Client Portal?
The ASG Client Dashboard is the control room for a business AI Sales Gateway. It shows how AI agents, search systems, visitors, and buyer-style traffic interact with the client’s public AI-readable business profile.
It is not only a visitor counter. It helps the business understand which services are attracting attention, which questions are being asked, whether live AI answers are using credits, and whether anything needs review.
18 ASG Client Portal What should I know about Simple reading rule in the ASG Client Portal?
Read the dashboard in this order: first check the time window, then look at analytics, then registry, then LLM usage and credits, then review watch, and finally install/profile status. This gives a clean story: who came, what they wanted, what ASG answered, what it cost in credits, and what needs attention.
19 ASG Client Portal What should I know about AI Analytics in the ASG Client Portal?
This section shows what is happening around the client’s AI Sales Gateway during the selected time window. It can include hosted gateway visits, Pulse opens, profile reads, live questions, A2A messages, lead signals, product/service interest, and the AI-readable pages that are getting the most attention.
Client action: if one service gets repeated interest, improve that service description, FAQ, pricing note, and call-to-action.
- Visits: people, bots, search systems, or AI tools opening public ASG routes.
- Conversations: live ask or A2A sessions where ASG generated an answer.
- Lead signals: signs that someone is checking pricing, services, contact, booking, quote, or purchase intent.
- Winning routes: pages such as Pulse, llms.txt, profile, pricing, FAQ, or action routes that are being used most.
20 ASG Client Portal What should I know about AI Registry in the ASG Client Portal?
The registry groups visitors and AI traffic into useful identity buckets. Some systems are known providers, some are returning unknown visitors, and some are normal browser or crawler traffic.
Unknown does not automatically mean dangerous. It usually means ASG does not yet have enough repeat signals to classify the source confidently.
Client action: do not panic on unknowns. Watch repeat patterns.
If unknown traffic becomes heavy or strange, check Review Watch.
- Known AI: traffic that matches a recognized AI, crawler, or agent pattern.
- Unknown: traffic without enough clear identity yet.
- Returning: the same source or pattern coming back again.
- Provider summary: a client-safe view of which AI-style systems are reading or asking.
21 ASG Client Portal What should I know about ASG LLM Usage in the ASG Client Portal?
This section explains live answer usage. Static public discovery pages can be read without using live answer credits.
Credits are used when ASG has to generate a live answer, handle an A2A message, or process a deeper question using the client’s approved public business knowledge. Client action: if credits are being used quickly, check whether questions are useful buyer questions or noisy repeated traffic.
- ASG LLM label: shown in client-safe language instead of exposing raw infrastructure names.
- Answer count: how many live answers were generated in the selected window.
- Token records: technical usage records behind the answer. These help estimate cost and load.
- Credit use: how much live answer capacity was consumed.
22 ASG Client Portal What should I know about Review Watch in the ASG Client Portal?
Review Watch is the safety and quality report card. It summarizes traffic that may need attention: suspicious behavior, blocked requests, repeated unknown patterns, claim-heavy questions, private-data attempts, admin-route attempts, or unusual activity around payment/action routes.
Client action: review the details, improve blocked-topic rules if needed, and escalate only when traffic is repeated or clearly abusive.
- Suspicious: behavior that does not look like normal discovery or normal buyer questions.
- Blocked: requests ASG refused or protected because they were outside public-safe boundaries.
- Claim-heavy: questions asking ASG to make strong promises, guarantees, legal claims, medical claims, or risky statements.
- Unknown pressure: too much repeated unidentified traffic in a short window.
23 ASG Client Portal What should I know about Credits & Top-up in the ASG Client Portal?
Credits control live ASG answer capacity. Public discovery pages such as Pulse, llms.txt, agent card, schema, and public profile routes remain open for AI discovery.
Credits are mainly for live answers, deeper Q&A, A2A messages, and buyer-style questions that need ASG to respond. Client action: use top-up when traffic is good and the business wants more answer capacity without upgrading the plan.
- Included credits: monthly credits included with the client’s plan.
- Used credits: credits consumed by completed live ASG answers.
- Bonus/top-up credits: extra prepaid credits added without changing the subscription plan.
- Reset period: the month or billing window used for normal included credit refresh.
24 ASG Client Portal What should I know about Client Profile in the ASG Client Portal?
The profile is the approved public knowledge base for the business. ASG should only answer from this safe profile, approved FAQ, service descriptions, public contact rules, pricing notes, and allowed handoff routes.
Client action: update weak service descriptions before blaming traffic. AI can only sell clearly what the profile explains clearly.
- Business identity: name, website, industry, service area, and public contact details.
- Services: what the company offers and who each service is for.
- FAQ: common questions ASG can answer safely.
- Blocked topics: subjects ASG should avoid or hand off to a human.
- Handoff rules: when ASG should point the visitor to email, booking, quote, support, or human review.
25 ASG Client Portal What should I know about Security & Privacy Boundary in the ASG Client Portal?
ASG is designed around approved public knowledge. The client dashboard may show logs and records, but public AI routes must not expose private dashboard data, payment records, passwords, admin routes, database content, or confidential customer information.
Client action: keep public profile content useful, but never place secrets or private business records in public ASG fields.
- Public-safe: profile, services, public FAQ, public contact routes, public pricing notes.
- Private: admin settings, billing records, internal logs, secret keys, customer private data.
- Blocked: anything asking ASG to reveal private or administrative information.
26 ASG Client Portal What should I know about Lead & Buyer Signals in the ASG Client Portal?
Lead signals are not always a submitted form. In ASG, a lead signal can be repeated pricing interest, service comparison questions, booking-route checks, quote-route checks, action requests, or AI agents asking decision-style questions on behalf of a buyer.
Client action: when lead signals repeat, improve the matching service page and give a clear quote/contact path.
- Soft interest: someone reads profile, services, or FAQ.
- Medium interest: repeated pricing, availability, booking, quote, or comparison questions.
- Strong interest: action request, contact route, checkout route, or repeated buyer-agent behavior.
27 ASG Client Portal What should I know about Time Windows in the ASG Client Portal?
The selected time window changes the story. A small 24-hour window is good for testing.
A 7-day window is good for weekly review. A 30-day window is better for client reporting.
A 3-month window shows whether AI discovery is growing or fading. Client action: do not judge ASG only from one quiet day.
Use 7-day or 30-day view for better business reading.
- 24h: best after install, publish, checkout, or routing tests.
- 7d: best for normal client health checks.
- 30d: best for monthly reporting and credit planning.
- 3m: best for trend, repeat discovery, and plan upgrade discussions.
28 ASG Client Portal What should I know about Email, OTP & Profile Lock in the ASG Client Portal?
Some dashboard and setup actions are protected by email OTP or profile-lock rules. This protects the client from accidental public profile changes and stops unauthorized updates to business identity, contact details, and publish status.
Client action: verify recovery mobile, enable authenticator if available, and keep the owner email correct.
- Setup OTP: verifies the client email before agent/profile creation.
- Final OTP: confirms before publishing profile changes publicly.
- Recovery mobile/authenticator: used to strengthen profile and dashboard recovery.
- Profile lock: prevents risky changes until verification is complete.
29 ASG Client Portal What should I know about Worker & Binding Status in the ASG Client Portal?
Some panels depend on connected services. If billing, email or setup status is missing, check the reported connection status or contact Support before changing your account or purchasing again.
ASG Setup supports email verification and private drafts before checkout, followed by confirmed entitlement, workspace activation and final publication approval. Existing setup-code access remains supported. Checkout and billing services confirm commercial status; the browser cannot grant paid access.
The optional Studio website-import helper uses the audit service’s lightweight business-details endpoint. If unavailable, category templates and manual entry remain usable.
30 ASG Client Portal What is the difference between static ASG discovery and live ASG answers?
Static discovery assets such as the public profile, Pulse, llms.txt, agent card, schema, and other approved routes can be read as public information. Live Ask, A2A, and deeper generated responses use the live answer path and can consume ASG credits.
31 ASG Client Portal Can public ASG AI routes see recovery mobile or authenticator details?
No. Recovery methods, OTPs, authenticator secrets, dashboard sessions, and security evidence remain private.
Public ASG routes use approved business information only.
WEBSDOCS HELP
BizDesk workflows
Current unified workspace guidance.01BizDesk workflowsWhat does BizDesk add?
WebsDocs provides Business Directory discovery, optional Hosted Business Profiles, the ASG AI Sales Gateway, and one RTD workspace for Voice, Chat, Human Inbox and BizDesk. BizDesk Business enables any 3 of the 6 workflows; Enterprise enables all 6. The workflows are Booking, Technical Support, Billing and Payment Enquiries, Sales and Quotes, Ecommerce, and Escalation. ASG and Directory remain separate products. Personal AI is a separate experience in development.
02BizDesk workflowsHow much does BizDesk cost?
BizDesk Business is $109/month or $1,090/year. Eligible monthly Business subscriptions are $65.40 for each of the first 2 paid months, then $109/month. BizDesk Enterprise is $290/month or $2,900/year. Eligible monthly Enterprise subscriptions are $174 for each of the first 2 paid months, then $290/month. Annual prices are billed yearly and do not stack with monthly introductory offers. BizDesk is an add-on to a paid RTD workspace; usage draws from the existing wallet. RTD paid plans and Voice rates retain their approved catalog terms. Final prices, taxes and eligibility are confirmed at checkout.
03BizDesk workflowsHow many workflows can I enable?
Business enables any 3 of the 6 available workflows; Enterprise enables all 6. Enabled workflows require a current entitlement and published configuration.
04BizDesk workflowsCan I connect Google Calendar or Outlook?
Google Calendar and Outlook integrations support reviewed creation, rescheduling, cancellation and synchronization of linked appointments. Availability, working hours and the connected account are checked. Connections and credentials must be configured; never claim that a calendar is connected or an action completed without a confirmed result.
05BizDesk workflowsHow does knowledge indexing work?
Add approved business sources, review the indexing estimate and approve the paid indexing job. Platform administrators can also process approved sources manually. Publishing a Studio draft alone does not index sources.
06BizDesk workflowsDoes a saved draft activate the workflows?
No. Save and review the business setup, confirm the relevant subscription and required connections, then publish through the protected workspace. The server confirms whether the workflow is ready.
19 · Knowledge & AI Answers
Knowledge & AI Answers
Approved facts, public/private boundaries, FAQs, profiles, and indexing.01 Knowledge & AI Answers What counts as approved business knowledge?
Approved business knowledge is information the business is willing and authorized to use in customer-facing operation: company identity, services, offers, public pricing guidance, FAQs, policies, hours, locations, official links, support routes, and other verified facts. Draft internal notes, unsupported claims, passwords, private customer records, and confidential commercial data do not belong in the public knowledge layer.
02 Knowledge & AI Answers Why should I remove stale services instead of adding another version?
Multiple conflicting versions make the Agent less reliable. RTD guide clients to keep structured knowledge clear, remove stale entries, and save one approved record.
ASG setup likewise warns against duplicate services, offers, and FAQ entries.
03 Knowledge & AI Answers Does saving an RTD profile automatically update the search index?
No. RTD deliberately separates profile saving/publication from knowledge indexing.
After an approved profile change, use Knowledge Search to check the live index and start Feed Agent only when a real knowledge update needs to be indexed.
04 Knowledge & AI Answers Why does RTD Knowledge Search show old information?
Confirm that the latest profile was published, then confirm that the subsequent indexing job completed successfully. Profile publication and vector/search indexing are separate operations, so one can be current while the other is still waiting.
05 Knowledge & AI Answers Should I re-index unchanged RTD content repeatedly?
No. The RTD guide warns against repeatedly re-indexing unchanged content because it consumes resources without improving the Agent.
Search first, confirm whether the approved knowledge is actually stale, and only then start an update.
06 Knowledge & AI Answers Can I put private customer data into RTD, or ASG public profiles?
No. Public profile fields are for approved business information.
Private customer records, invoices, credentials, private files, internal procedures, staff-only notes, and account-specific information should remain behind authenticated routes.
07 Knowledge & AI Answers What should the Agent do when the approved answer is missing?
It should not turn uncertainty into a confident invention. The safe behavior is to explain the limitation, ask a useful clarifying question, point to an approved public route, or offer the relevant human handoff/support path.
08 Knowledge & AI Answers Can the Agent promise a custom discount or refund?
Not unless the business has explicitly approved a public rule that authorizes that exact commitment. RTD Studio guidance specifically warns against allowing the Agent to promise discounts, refunds, legal commitments, or special terms.
Account-specific exceptions should go to a human.
09 Knowledge & AI Answers Why are FAQs useful inside the product profile?
Structured FAQs provide a safe first-answer layer for common questions. They reduce ambiguity, keep wording consistent, and—in ASG—can reduce unnecessary live AI usage by letting routine public questions be answered from approved static content.
10 Knowledge & AI Answers What should I include in a strong business FAQ?
Include real recurring questions about services, locations, eligibility, booking, quotes, support boundaries, public pricing guidance, response expectations, cancellations, and the correct next action. Keep answers specific enough to help but not so broad that they create unsupported guarantees.
20 · Domains & Installation
Domains & Installation
Origins, verification, loaders, hosted Agents, SDKs, and platform placement.01 Domains & Installation Why does a domain need verification?
Typing a domain into a dashboard does not make it trusted. Verification connects the approved website origin to the correct customer/site identity and helps prevent a public Agent loader from being copied to an unrelated website.
02 Domains & Installation Do I enter a page URL or a website origin?
Use the product's requested form. RTD domain controls normally work with the scheme and hostname rather than an individual page path.
RTD Studio may ask for the full main website during activation and then creates domain-specific installation identity.
03 Domains & Installation Why does an Agent work on localhost but not production?
The production origin may not have been added, verified, published, or matched to the correct Site/Domain identity. Check the dashboard Domains area before changing the Agent model or rewriting the loader.
04 Domains & Installation Should I paste the RTD loader on every page manually?
Use the website's shared template or site-wide custom-code area so the universal loader is included once per page where the Agent should be available. Do not duplicate the same loader several times on one page.
05 Domains & Installation What values are safe to place in website installation code?
Only public installation values belong in browser code: the approved public loader/SDK URL, Site ID or Domain ID where required, and supported public trigger values. Worker secrets, admin tokens, private service URLs, passwords, and signed internal links must stay off the website.
06 Domains & Installation Can I use one RTD domain's installation code on another website?
No. RTD Studio explicitly instructs clients to use the installation code created for the selected domain.
The matching Site ID and Domain ID belong to that website's approved origin.
07 Domains & Installation What is the RTD Hosted Agent?
It is the WebsDocs-hosted public Agent route created for the approved domain. It provides an immediate way to test or use the complete Agent while the business completes website installation.
08 Domains & Installation What is the RTD Hosted Agent?
It is a WebsDocs-hosted public route connected to the published RTD Site. It can be used for direct testing and access while the website loader is being installed or diagnosed.
09 Domains & Installation What is the difference between RTD iframe, floating Agent, and button Agent?
The floating Agent injects a standard launcher, the button Agent connects RTD to an existing website button or link, and the iframe embeds the complete hosted Agent inside a page. All must use the correct domain-specific installation identity.
10 Domains & Installation Why does RTD iframe installation need microphone permission?
Voice requires browser microphone access. RTD Studio's installation guide keeps microphone permission in the iframe configuration so the embedded hosted Agent can request voice input when the user chooses Speak.
11 Domains & Installation Does ASG require rebuilding the main website?
No. ASG is hosted as a separate AI-readable gateway.
The business website can remain focused on human visitors while the install pack points AI/search systems toward the approved hosted profile, Pulse, llms.txt, agent card, schema, and related discovery routes.
12 Domains & Installation What is the ASG install pack?
It is the public discovery package containing approved assets such as Pulse, llms.txt, agent card, schema, public profile routes, and recommended snippets. It should contain only public business knowledge, never dashboard data, payment records, credentials, or admin information.
21 · Human Handoff & Messages
Human Handoff & Messages
Human continuation, inboxes, direct client messages, and escalation.01 Human Handoff & Messages What is Human Handoff?
Human Handoff is the controlled transition from an AI conversation to an authorized person when the request requires human authority, sensitive review, a custom decision, or the visitor explicitly asks for a person. The goal is continuation with context rather than forcing the visitor to start over.
02 Human Handoff & Messages What is the difference between RTD Human Inbox and RTD Handoff Inbox?
Both are protected human-continuation lanes, but they belong to different products. RTD Human Inbox preserves lineage from RTD Widget Chat or Voice sessions.
RTD Handoff Inbox manages visitors who requested or required a person during an RTD conversation.
03 Human Handoff & Messages Should a team member accept an RTD Human Inbox case before replying?
Yes. The RTD operating guide says to accept the case before the visitor is told that a person joined.
The team can then reply in the protected thread, add internal notes, and keep the operational timeline complete.
04 Human Handoff & Messages What do Return to Agent, Resolved, and Closed mean in RTD Human Inbox?
Return to Agent means AI can continue the same conversation. Resolved means the requested human work is complete.
Closed means no further response is expected. These states should reflect the real outcome rather than being used only to clear a queue.
05 Human Handoff & Messages Is RTD Handoff Inbox the same as the Conversations page?
No. Conversations is the recorded transcript/history lane.
Handoff Inbox is the operational human-support queue used when a visitor needs a person.
06 Human Handoff & Messages What are RTD Support Messages?
RTD Support Messages are the verified communication channel between the client workspace and WebsDocs. Inbox and Sent remain separate views, and messages are sent through the protected dashboard/service-binding path rather than exposing mail credentials in the browser.
07 Human Handoff & Messages What are RTD Direct/Support Messages?
RTD Messages are the verified account communication path between the RTD customer and WebsDocs. They are separate from Human Handoff, which connects the customer's team with its own website visitors.
08 Human Handoff & Messages Which department should I choose in RTD Messages?
Choose Billing for a charge or subscription question, Support for a technical issue, Projects or Maintenance for approved service work, and General for other account matters. Send account-specific requests from the protected Dashboard.
09 Human Handoff & Messages Can ASG send support messages from the Client Portal?
Yes. The current ASG dashboard has protected support bootstrap, inbox, sent, send, and reply routes.
The public AI profile does not expose those private messages.
10 Human Handoff & Messages What should trigger a human handoff?
Typical triggers include custom quotes, private account questions, refunds or exceptions, legal or regulated commitments, sensitive complaints, unsupported facts, high-value buyer intent, or an explicit request to speak with the team.
WEBSDOCS HELP
Credits and usage
Current unified workspace guidance.01Credits and usageDo RTD and BizDesk share credits?
Yes. Eligible Voice, Chat, Human Inbox and BizDesk usage draws from one RTD workspace wallet. ASG keeps its separate catalog and wallet.
02Credits and usageHow is usage charged?
RTD and BizDesk share the workspace wallet. Cloudflare text generation uses 1 credit per 2,000 tokens with proportional microcredit accounting. The existing OpenAI chat path retains its current 1 credit per 750 tokens, rounded up with a minimum of 1, until provider cutover. Voice keeps the selected OpenAI model and its existing rates. Knowledge indexing requires client approval of an estimate or platform-admin manual processing. A subscription purchase or saved Studio draft alone does not publish a workflow.
03Credits and usageWhat does a Human Inbox resolution cost?
Each original resolution costs 30 credits on both Free and paid plans. New Free workspaces receive 300 one-time welcome credits.
04Credits and usageWhat are the Voice rates?
Standard Voice uses 32 credits per active minute; Advanced Voice uses 75 credits per active minute where available. The selected model and active billing records determine the applicable rate.
05Credits and usageWhen are included credits granted?
Paid RTD allowances are granted monthly, including on annual subscriptions. Credits expire one year after grant or purchase, and the oldest eligible credits are used first.
06Credits and usageWhere can I top up?
Open the authenticated RTD Dashboard top-up section. Packages and checkout amounts come from the active billing catalog. ASG top-ups remain in the ASG Client Portal.
23 · Plans, Billing & Refunds
Plans, Billing & Refunds
Trials, commitments, renewals, payment recovery, cancellation, and service delivery.01 Plans, Billing & Refunds Where should I check the current plan price?
Use the current product pricing and checkout path. This FAQ and the Billing, Credits & Payments page explain the commercial rules but should not become a second hardcoded price catalog.
02 Plans, Billing & Refunds What is the difference between checkout and billing authority?
Checkout creates the payment session and verifies provider payment events. The relevant billing authority owns subscription state, recurring grants, top-up grant decisions, wallet/accounting, and the commercial lifecycle after payment.
03 Plans, Billing & Refunds Does monthly billing always mean month-to-month service?
No. Payment cadence and commitment duration are separate.
Current checkout and the recorded agreement state the billing cadence and contract duration. Existing agreements keep their recorded terms; Support can review migration or cancellation for an existing account.
04 Plans, Billing & Refunds How does RTD annual billing work?
RTD's current commercial model is an annual prepaid 12-month service term priced as the equivalent of 10 monthly payments. The exact current amount belongs to checkout; the FAQ should explain the structure rather than freeze a price.
05 Plans, Billing & Refunds What happens if I turn off RTD renewal during the paid commitment?
Turning off renewal prevents another term from beginning after the current commitment. It does not erase the remaining contracted installments in the active paid term.
06 Plans, Billing & Refunds Can I cancel an RTD trial before paid billing begins?
Yes when the trial is still in the eligible trial state and the current checkout terms allow cancellation before conversion. The paid commitment is different once paid service begins.
07 Plans, Billing & Refunds What does a failed payment do?
The result depends on the product. The account can move into past-due, grace, recovery, restricted, or review states.
Use the product dashboard/billing recovery route to see the actual status rather than inferring it from a due date alone.
08 Plans, Billing & Refunds Can I still open the RTD Dashboard during billing recovery?
Yes. The current RTD guide keeps recovery access for payment, agreement, and account records even when live service may be restricted.
09 Plans, Billing & Refunds Does cancelling a subscription automatically create a refund?
No. Cancellation controls future subscription behavior.
Refund eligibility asks whether WebsDocs actually failed to provide the paid service for the payment being challenged.
10 Plans, Billing & Refunds When is a monthly subscription payment refundable?
A monthly subscription payment is eligible for refund review when WebsDocs was responsible for providing the paid service, did not provide it, and the failure was attributable to WebsDocs.
11 Plans, Billing & Refunds What if the service is active but I never activate or use the Agent?
If WebsDocs has made the subscribed service active or available, the charge remains valid. Client-side delay, non-activation, non-use, internal postponement, or a decision not to launch does not turn an available service into WebsDocs non-delivery.
12 Plans, Billing & Refunds What if I decide I no longer need the service after it was provided?
That decision can affect future renewal or cancellation, but it does not by itself make an already provided paid period refundable.
13 Plans, Billing & Refunds How is a refund review checked?
Support should identify the product, account, payment or invoice, billing period, provisioning/service state, and the claimed WebsDocs failure. The delivery record matters because 'unused' and 'not provided' are different states.
14 Plans, Billing & Refunds Are top-ups automatically refundable?
No universal automatic refund promise is created here. Top-ups, custom commercial payments, and payments under a separate signed agreement should be reviewed against their specific payment record, grant/usage state, and applicable terms.
15 Plans, Billing & Refunds What happens to the signed agreement after cancellation?
The RTD dashboard guide keeps the Contract ID, signed agreement, payment history, and audit record preserved. Cancellation should not delete the commercial evidence.
16 Plans, Billing & Refunds Can a dashboard directly rewrite Stripe or another provider subscription?
No. A protected dashboard can submit an authorized request, but the billing service validates and applies the actual subscription change.
Browser-side code is not the commercial authority.
17 Plans, Billing & Refunds Why does my subscription status badge not tell the whole story?
Read the period start/end, provider status, renewal state, plan, and next billing action together. A single badge can be incomplete without the associated dates and commercial record.
24 · Security & Account Access
Security & Account Access
Passwords, OTP, TOTP, sessions, recovery, privacy, and protected changes.01 Security & Account Access Why do RTD ask for OTP after the password?
The sign-in chain uses more than a remembered password. The account email, selected workspace, password, and a fresh verification code help bind the session to the correct authorized user and company.
02 Security & Account Access What is fresh verification or step-up verification?
It is a recent identity check required before a sensitive change such as profile editing, domain changes, team membership changes, subscription actions, branding changes, or security updates. It reduces the risk of a stolen open session being used for high-impact changes.
03 Security & Account Access Can one email access multiple company workspaces?
Yes where the account permissions allow it. The identity password belongs to the email user, while the login flow then binds the session to the selected company/workspace and can require a workspace-specific OTP.
04 Security & Account Access What happens when I reset my RTD dashboard password?
The recovery flow verifies the registered email, issues a short-lived one-use reset authorization, replaces the password, and revokes active dashboard sessions. The new password applies to permitted company workspaces for that email.
05 Security & Account Access Does RTD support Authenticator/TOTP?
Yes. The RTD security guide includes Authenticator as an additional security factor.
Sensitive actions can still require fresh server-side verification.
06 Security & Account Access Does RTD support Authenticator/TOTP?
Yes. The RTD Dashboard guide includes TOTP setup and active-session review.
The authenticator secret is protected server-side and is shown only during setup.
07 Security & Account Access How long does the ASG Client Portal session last?
The current ASG dashboard script treats the authenticated portal session as a 12-hour session and shows a countdown/warning before it ends. When it expires, sign in again rather than trying to reuse the expired session.
08 Security & Account Access How does ASG account recovery work?
The ASG Client Portal supports verified email recovery and a recovery mobile. A new mobile method does not become active until its OTP is verified; the system can fall back to the verified email where SMS is unavailable.
09 Security & Account Access What should I do if I receive an OTP I did not request?
Do not share or enter it into an unexpected page. Review active sessions/security events where available and contact support from the verified account if you suspect unauthorized access.
10 Security & Account Access Will WebsDocs support ever ask for my password or OTP?
No. The product guides explicitly tell clients not to send passwords, Authenticator codes, email OTPs, API keys, Worker secrets, or other login secrets to support.
11 Security & Account Access Can public AI routes see my dashboard session?
No. Public Agent/gateway routes are separated from protected dashboard authentication.
ASG in particular states that public AI routes must not expose private dashboard data, payment records, passwords, admin routes, database content, or confidential customer information.
12 Security & Account Access Why are branding and profile edits protected?
Branding and profile changes affect customer-facing identity. The dashboards use authenticated uploads and fresh verification so an open browser session cannot silently replace the company's logo, Agent avatar, website origin, or public business facts.
25 · Website Health & Audit
Website Health & Audit
Scans, evidence, reports, limits, website readiness, and maintenance context.01 Website Health & Audit What does Website Health or Website Audit do?
It scans a public website and returns structured evidence about website readiness, visible issues, warnings, category scores, contact/support paths, technical signals, and recommended improvements. It is an assessment, not an automatic website repair.
02 Website Health & Audit Does a website score alone tell me what to fix?
No. Start with the executive summary, then read critical issues, warnings, affected URLs/assets, evidence, and recommended fixes.
A score without evidence can hide the reason behind the result.
03 Website Health & Audit Can RTD Website Audit scan private or local addresses?
No. The RTD guide says local, private-network, and internal addresses are rejected before the Website Audit service is called.
Use a public HTTP or HTTPS website.
04 Website Health & Audit How many RTD Website Audit scans can I start?
The current RTD Dashboard guide states a workspace may start no more than 10 Website Audit scans in one hour. The dashboard should show the remaining allowance beside the form.
05 Website Health & Audit Can RTD Website Health scan any random website?
RTD Dashboard scans are limited to the verified RTD account context and approved domains. Use the correct Site and verified website.
06 Website Health & Audit Does RTD Website Health repair the website?
No. It records evidence and recommendations.
Maintenance or remediation is a separate project decision.
07 Website Health & Audit Can ASG Website Audit scan a public website without ASG domain verification?
The ASG Client Portal guide describes Website Health as able to scan safe public websites without requiring normal ASG domain verification. The scan route still applies safety rules and account scan limits.
08 Website Health & Audit How many ASG website scans are available?
The current ASG dashboard page describes 10 shared scans in a rolling two-hour window for each ASG account. Use the dashboard's current remaining count as the final operational value.
09 Website Health & Audit Why should I keep scan history?
History lets you compare before/after changes instead of treating one scan as permanent truth. It is especially useful after domain changes, maintenance, accessibility work, performance improvements, or Agent installation.
10 Website Health & Audit What information should I send to Projects after a scan?
Send the report reference and the actual findings/evidence that matter. Avoid sending only a score.
The report should show what is wrong, why it matters, affected URLs/assets, and the recommended action.
26 · Support & Records
Support & Records
Support routes, billing records, agreements, account context, and useful reports.01 Support & Records What makes a useful technical support report?
Include the product, Site/account identity, exact date and time, page or dashboard area, action you attempted, visible error text, and whether one refresh changed the result. Add a screenshot only when it does not reveal passwords, OTPs, tokens, or private customer data.
02 Support & Records Why should I keep one issue per ticket?
A focused ticket keeps the account context, evidence, replies, and resolution easier to follow. Separate unrelated billing, domain, and Agent behavior problems unless one is clearly causing the others.
03 Support & Records Should I open a new ticket when an existing ticket already covers the same issue?
Usually no. Reopen or reply through the existing ticket when the same unresolved issue is still active so the history, references, attachments, and previous investigation stay together.
04 Support & Records What is the difference between a payment record and a subscription record?
The payment record answers whether money was accepted. The subscription record answers what commercial state is active.
A wallet/grant record answers what capacity exists. A service/provisioning record helps establish whether the paid service was provided.
05 Support & Records What is the difference between a grant record and a usage record?
A grant adds approved capacity. A usage record measures and debits billable work.
Both can affect the visible wallet but represent opposite directions in the ledger.
06 Support & Records Why might a payment succeed while credits are not visible yet?
Payment verification and credit granting are separate controlled events. Support should reconcile the payment reference and grant/ledger record rather than assuming the payment failed or manually creating a duplicate grant.
07 Support & Records Why do support teams ask for the Site ID or client identity?
The same verified email can have access to several products or company workspaces. The Site/client identity tells support which authoritative subscription, domain, wallet, profile, and activity records to inspect.
08 Support & Records Can support bypass Billing, Contracts, or runtime authority?
No. Support investigates and repairs connected records; it should not replace the service that owns the authoritative payment, agreement, domain, profile, or usage state.
27 · Troubleshooting
Troubleshooting
Practical checks when an Agent, dashboard, domain, payment, or publish action is not working.01 Troubleshooting The RTD Agent is not appearing on my website. What should I check first?
Check that you are using the installation package for the correct domain, the domain is verified, the Site ID and Domain ID match, the loader is placed once in the site-wide template, and the public website is using HTTPS. Then open the Hosted Agent to separate a website-installation problem from an Agent/service problem.
02 Troubleshooting Widget Chat works but Voice does not. What should I check?
Confirm microphone permission, browser support, the correct embedded/hosted permissions, available RTD wallet capacity, the selected model entitlement, and the verified domain. If using an iframe, keep microphone permission enabled.
03 Troubleshooting RTD Studio says publication authorization expired. What do I do?
Request a new publication code and verify the newest code against the current reviewed payload. Do not try to publish with an expired authorization or an older OTP after resending.
04 Troubleshooting RTD Studio created the workspace but the handover window did not open. Is setup lost?
No. The current Studio handles browser popup blocking by keeping the completed result and exposing an Open Published Handover action.
Use the saved handover rather than creating the workspace again.
05 Troubleshooting I entered the wrong activation data in RTD Studio. Can I just keep going?
No. Validate the activation against the correct setup code, registered email, and website.
A mismatch should be fixed before profile creation so the resulting workspace is not bound to the wrong business.
06 Troubleshooting Why does RTD reject a new domain even though I enabled the button?
The server checks the active entitlement and domain count. Client-side controls cannot raise the plan limit.
Remove an obsolete domain, use the allowed plan capacity, or request the appropriate plan change.
07 Troubleshooting Why does RTD show a profile update but the Agent still sounds old?
Confirm the approved profile was successfully published to the Dashboard Worker and synchronized to the runtime package. Then refresh and test the Hosted Agent on the verified domain.
08 Troubleshooting Why is an RTD recording missing?
Audio and transcript policy are separate. Confirm the plan/recording entitlement, consent/recording policy, session status, and retention window.
A transcript can exist even when no audio recording was created.
09 Troubleshooting Why can I not reply in RTD Human Inbox?
Confirm the case is assigned or accepted, the dashboard session is still valid, and the selected case is not already resolved/closed. Refresh the Human Inbox data before opening a new ticket.
10 Troubleshooting The RTD setup keeps reopening an earlier step. Why?
RTD Setup resumes from the server-known setup state. It checks whether publication is complete, the profile is saved, a password is ready, or email is verified and then chooses the next permitted step.
Complete the authoritative missing step instead of forcing navigation.
11 Troubleshooting What does Start new activation do in RTD Setup?
It closes the current unfinished Setup Studio session in the browser and begins a new activation flow. The setup code explicitly states that this does not delete a published RTD Agent, dashboard account, subscription, billing record, or completed publication.
12 Troubleshooting Why does RTD say my passwords do not match?
The setup form compares the new password and confirmation before sending it. Enter the same approved password in both fields and keep the password private.
13 Troubleshooting Why did RTD send the OTP but setup still cannot continue?
Enter the newest code before it expires and wait for the server verification response. If a resend occurred, use the newest code.
The next setup stage is opened by the verified server state, not merely by the presence of text in the OTP field.
14 Troubleshooting Why does my RTD Agent not load on production?
Check Domains for the exact production origin, complete verification/publication, confirm the Site ID, and then inspect browser Console/Network requests. Localhost success does not prove the production origin is authorized.
15 Troubleshooting Why does RTD profile saving not change live answers immediately?
Profile saving and knowledge indexing are separate. Confirm the published profile, then use Knowledge Search and deliberately run Feed Agent when the approved change needs to be indexed.
16 Troubleshooting Why is an RTD model option unavailable?
The account plan or current policy may not permit that operating mode. Browser changes cannot grant a mode that the server entitlement does not authorize.
17 Troubleshooting Why is my RTD Dashboard in recovery mode?
Open Billing and Subscription. Check the actual payment status, grace/recovery state, current period, and required payment action.
A due date alone is not enough to diagnose recovery.
18 Troubleshooting RTD says the agreement is stale or disconnected. What should I do?
Refresh the Agreement area and use the repair action only when the agreement exists but the dashboard status is disconnected. Resend should deliver the existing agreement rather than silently create another contract.
19 Troubleshooting The ASG setup says payment or activation is still pending. Should I create another setup?
No. The ASG setup guide explicitly warns against duplicate setups while payment confirmation or approval is processing.
Keep the same protected setup record and wait for or resolve the authoritative next action.
20 Troubleshooting ASG sent a new OTP. Can I use the previous one?
No. Use the newest OTP after a resend.
Both validation and final publication flows are designed around the current code/challenge state.
21 Troubleshooting Why is the ASG profile locked?
Profile-changing actions can require fresh OTP/TOTP verification. The lock is a safety boundary so an old dashboard session cannot silently change public business identity, contact details, or publication state.
22 Troubleshooting ASG says live AI answers are paused but I can still open Billing and Support. Is that expected?
Yes. The current dashboard has a limited/recovery mode in which live AI answers and profile changes can be paused while Billing, history, security, support, and reactivation remain available.
23 Troubleshooting Why is an ASG dashboard panel empty while the rest of the portal works?
Some panels depend on separate backend workers or bindings such as Billing, Checkout, Email, Event Hub, Setup, or Website Audit. Check the panel's status and connected authority before rewriting front-end code.
24 Troubleshooting Why does ASG domain verification not affect the hosted profile?
Normal business-domain verification is separate from the hosted ASG identity. The hosted profile can remain available even when a normal domain is unverified; a custom ASG hostname has stricter verification requirements.
25 Troubleshooting Can I replace the ASG primary website without changing the subscription?
The current dashboard design keeps the client identity, client slug, billing site ID, payment customer, and subscription while updating the website/domain reference and related compiled/public origin records.
26 Troubleshooting My credits look lower than expected after buying a top-up. What should I check?
Check the top-up payment reference, grant history, available balance, and older eligible credits. A summary balance can combine multiple grants, and old eligible capacity is consumed before newer capacity.
27 Troubleshooting I was billed but I never activated the Agent. Is that automatically a refund?
No. If WebsDocs made the paid service active or available, client non-activation or non-use does not make the charge refundable.
Refund eligibility begins when the paid service was not provided because of a WebsDocs failure.
28 Troubleshooting A panel failed to refresh but my session still looks active. Should I log out?
Not necessarily. RTD and other dashboards can keep the secure session active while one optional panel fails.
Retry or refresh the affected panel first; sign in again only when the session itself has expired or authentication is rejected.
29 Troubleshooting What should I do before reporting a dashboard bug?
Refresh the affected panel once, confirm the correct account/workspace, record the visible error and time, and check whether the underlying billing/domain/profile/support authority reports a specific state. Then send a focused support report with the Site/client identity.
30 Troubleshooting What should I do when the public Agent gives an outdated answer?
Check the approved profile first. For RTD, also check Knowledge Search/indexing.
For RTD, confirm profile publication and the correct Domain Agent. For ASG, confirm the public profile/FAQ and publication status.
Fix the authoritative knowledge source before changing visual code.