User Guide
What each feature does, where to find it, and how to use it — no login required.
Settings & privacy
The default Balanced setting hides input fields, but not names or addresses displayed on member pages. Learn how to hide text or exclude areas, test changes, allow for the update delay, handle older recordings, and manage your login methods, password, and display language.
Published
Pricing
Subscribe separately to AgentSignal’s web recording, live viewing, customer engagement, and AI optimization features. Compare prices, usage limits, retention periods, and prepaid discounts, with examples and steps for signing up, changing plans, canceling, and checking bills.
Published
Install the tracking tag
Copy the tracking tag from Settings, install it on your site, and check that your visit appears. Learn where to place it in WordPress or GTM, what to send your developer, how to troubleshoot recordings, and how to mask private information and track conversions.
Published
Live chat
Add customer chat without another tag if your site already has the tracking tag. Learn how to choose wording and appearance, check saved settings, reply to visitors, prepare AI answer sources, and troubleshoot buttons hidden on mobile.
Published
AI Optimization (AIO)
Learn how to register questions in AgentSignal AI Citation Rate, calculate the credits you need, and read the results table and answer logs. We also explain how it differs from the AI reports in Search Console and Bing.
Published
Team & permissions
Invite members through Settings → Team using their login email addresses. Learn how to set view and edit permissions, share recordings with an agency, save changes, troubleshoot access, cancel invitations, remove members, and switch teams. Only owners can delegate billing and member management.
Published
Session recording & heatmaps
Replay visitors’ page activity and filter by page, device, and date. Learn to read the recording list, review clips around conversions, and use heatmaps and error logs. Includes tips for separating observations from assumptions, sharing safely, and troubleshooting playback.
Published