Documentation
Everything you need to run Captivar.
Practical guides for digital agencies — from your first site install to a fully branded client portal. Updated as the product moves.
Getting started
- Welcome to Captivar — The Conversion Platform for Digital AgenciesCaptivar gives digital agencies one dashboard to track every visitor, capture every lead, and book every prospect across every client site. Here's what's inside.
- Sign Up and Verify Your Captivar AccountStep-by-step walkthrough for creating your Captivar agency account, verifying your email, and choosing the right plan to start with.
- Add Your First Client Site to CaptivarRegister a client website inside Captivar to get a tracking ID, configure basic settings, and prepare to install the tracker that catches every visitor.
- Install the Captivar Tracker on Your Client's WebsiteOne script tag installs Captivar's visitor tracker on any website — WordPress, Webflow, Squarespace, Shopify, custom HTML. The full step-by-step install.
AI receptionist
- Configure Your AI Receptionist — Persona, Greeting, and ToolsWalk through every setting on the AI receptionist: greeting, persona, tone, business hours, escalation, and which tools the receptionist can use.
- Train Your AI Receptionist on Your Website ContentHow Captivar reads a client's website to feed the AI receptionist, what gets captured, and how to edit or supplement the knowledge base by hand.
- Lead Capture and Human Handoff in the AI ReceptionistHow the AI receptionist captures contact information, qualifies leads, and transfers conversations to humans when the situation calls for it.
Forms and leads
- Build Your First Lead-Capture Form in CaptivarUse the Captivar form builder to design lead-capture forms with custom fields, validation, file uploads, and notification routing — then embed anywhere.
- Working the Captivar Lead PipelineTrack leads from new to closed using the Kanban pipeline. Add notes, set follow-ups, change statuses, and export data — all in one view across every client.
Bookings
- Set Up a Booking Calendar for Your Client SiteConfigure working hours, slot durations, time zones, and notice windows so visitors can book appointments directly from the website without back-and-forth.
- The Booking Flow — What Visitors See When They BookA walk through the visitor's booking experience: slot picker, contact details, confirmation, calendar invite, reminders, and how to reschedule or cancel.
Analytics
- Reading the Captivar Dashboard — A Tour of Every TabWhat every section of the Captivar dashboard means, where to find the numbers that matter, and how to navigate between sites, time windows, and views.
- Visitors and Journeys — How Captivar Tracks BehaviorRead individual visitor journeys, page-by-page navigation, and session activity to understand what catches a visitor's attention and what drives them away.
- Traffic Sources and the Catch RateUnderstand where your client's visitors come from — UTM attribution, channel breakdowns, and the single metric that summarizes how well a site converts.
Team and branding
- Invite Team Members and Manage Access in CaptivarAdd team members to your agency, assign roles, grant per-site access, and manage pending or expired invitations from the Team page.
- Custom Branding for Your Agency — White-Label the PortalReplace Captivar's identity with your agency's brand across the client portal, login screen, emails, and bookings. Logo, colors, custom subdomain, and from-name.