Executa Documentation

Everything you need to build, deploy, and manage AI assistants

Getting Started

Welcome to Executa

Executa is an AI-powered platform that helps you build intelligent chatbots from your knowledge base. Transform your documents, FAQs, and expertise into conversational AI assistants in minutes.

1. Upload Knowledge

Upload documents, PDFs, or connect data sources to build your knowledge base.

2. Train AI Assistant

Our AI automatically processes and learns from your content to create intelligent responses.

3. Deploy & Scale

Get embed codes, API keys, and deploy your assistant across multiple channels.

Quick Start

New to Executa? Start with our free plan and create your first AI assistant in under 5 minutes.

Creating AI Assistants

Step-by-Step Process

Creating an AI assistant involves three main steps: basic configuration, knowledge upload, and deployment setup.

Step 1: Basic Information

• Choose a descriptive name for your assistant
• Add a clear description of its purpose
• Define the assistant's role and expertise area

Step 2: Upload Knowledge Base

• Supported formats: PDF, DOC, DOCX, TXT, MD
• Maximum file size: 10MB per file (Pro), 50MB (Enterprise)
• Drag & drop or browse to upload multiple files
• Content is automatically processed and indexed

Step 3: Configure & Deploy

• Review assistant summary and settings
• Choose deployment method (embed, API, iframe)
• Customize appearance and behavior
• Generate deployment codes

Best Practices

• Use clear, well-structured documents for better AI understanding
• Include FAQs and common questions in your knowledge base
• Test your assistant with various questions before deployment

Knowledge Base Management

Supported File Types

Documents

• PDF files
• Microsoft Word (.doc, .docx)
• Plain text (.txt)
• Markdown (.md)

Data Sources

• Website scraping
• Knowledge base APIs
• Database connections
• Email integration

Content Processing

Executa's AI automatically processes your content to create a searchable, intelligent knowledge base.

OCR

Optical Character Recognition

Extracts text from images and scanned documents

NLP

Natural Language Processing

Understands context and meaning of your content

Indexing

Intelligent Indexing

Creates searchable vectors for fast, relevant responses

Storage Limits

Free Plan

5MB total

Professional Plan

1GB total

Enterprise Plan

Unlimited

Deployment Options

Web Embed

Add a chat widget to your website with a simple JavaScript snippet.

API Integration

Integrate directly with your applications using our RESTful API.

POST /api/v1/chat

iframe Widget

Embed a full chat interface as an iframe on any webpage.

Team Integration

Connect with Slack, Teams, or other collaboration platforms.

Webhook URL

Customization Options

Custom branding and colors
Personalized welcome messages
Custom CSS styling
White-label solutions (Enterprise)

API Reference

Authentication

All API requests require an API key. Include it in the Authorization header.

Authorization: Bearer YOUR_API_KEY

Send Message

POST

/api/v1/chat

Request Body:

{ "message": "How do I reset my password?", "assistant_id": "your-assistant-id", "session_id": "optional-session-id" }

Response:

{ "response": "To reset your password, click on...", "confidence": 0.95, "session_id": "session-12345", "sources": ["document1.pdf", "faq.txt"] }

Rate Limits

Free Plan

100 requests/hour

Professional Plan

1,000 requests/hour

Enterprise Plan

Unlimited

Analytics & Monitoring

Key Metrics

Conversation Volume

• Total conversations
• Daily/weekly/monthly trends
• Peak usage times

Response Quality

• Success rate
• User satisfaction scores
• Confidence levels

Popular Queries

• Most asked questions
• Unanswered queries
• Knowledge gaps

Performance

• Response time
• Uptime monitoring
• Error rates

Management Features

Real-time conversation monitoring
Export data to CSV/PDF
Custom date range filtering
Automated reports (Pro+)

Account Management

Profile Settings

• Update personal information
• Change password and security settings
• Manage notification preferences
• Two-factor authentication setup

Team Management

• Invite team members
• Assign roles and permissions
• Manage assistant access
• Usage monitoring per user

API Key Management

• Generate new API keys
• Rotate existing keys
• Set key permissions and scopes
• Monitor API usage

Pricing & Plans

Free

$0/month

1 AI assistant
100 conversations/month
5MB storage
Email support

Professional

$29/month

5 AI assistants
2,000 conversations/month
1GB storage
Priority support
Advanced analytics
API access

Enterprise

Custom

Unlimited assistants
Unlimited conversations
Unlimited storage
24/7 support
SSO & SAML
On-premise deployment

Billing Information

• All plans include a 14-day free trial
• Cancel anytime, no long-term contracts
• Annual plans include 20% discount
• Usage-based pricing available for Enterprise

Troubleshooting

Common Issues

Assistant not responding correctly

If your assistant isn't providing accurate responses:

• Check if your knowledge base documents are clear and well-structured
• Ensure files uploaded successfully and processing completed
• Add more relevant content to improve accuracy
• Review analytics to identify knowledge gaps

File upload errors

If you're having trouble uploading files:

• Check file size limits for your plan
• Ensure file format is supported
• Try uploading one file at a time
• Clear browser cache and try again

Getting Help

Live Chat Support

Available 24/7 for Professional and Enterprise plans

Submit a Ticket

Email support available for all plans with detailed assistance

Need More Help?

Contact our support team at support@executa.ai or visit our community forum for additional resources.