v0.9.0
Everything you need to add a client chatbot portal to your project — from embed script to API calls.
Four steps from zero to a fully working client portal:
Create an account
Sign up at Octively.com — free plan, no card required. A workspace is created automatically.
Create your first bot
Go to Dashboard → Bots → New bot. Give it a name and choose an AI model. Save to get your embed key.
Add the embed script
Copy the <script> tag from the bot settings page and paste it before the </body> tag on your client's site.
Invite the client
Go to Clients → Invite. Enter your client's email. They get a link to set a password and access their portal.
Add the following script to any HTML page. Replace bot_XXXXwith your bot's embed key from the Dashboard.
The widget initialises asynchronously and does not block page load. It adds a floating chat button to the bottom-right corner of your page.
All API endpoints require a Bearer token from your workspace settings. Base URL: https://Octively.com/api/v1
| Method | Path | Description |
|---|---|---|
| GET | /api/v1/bots | List all bots in your workspace |
| GET | /api/v1/bots/:id | Get a single bot by ID |
| GET | /api/v1/bots/:id/conversations | List conversations for a bot |
| GET | /api/v1/bots/:id/leads | List captured leads for a bot |
| POST | /api/v1/bots/:id/message | Send a message via a bot (server-side) |
| GET | /api/v1/usage | Get credit usage for the current billing period |
Choose the model that best fits each bot — from fast and budget-friendly to frontier-class. Select per bot from the bot settings page.
OpenAI
GPT-4o
OpenAI
GPT-4o Mini
Anthropic
Claude 3.5 Sonnet
Anthropic
Claude 3 Haiku
Gemini 2.0 Flash
Mistral
Mistral Large
More models available. All inference is routed through a unified gateway — switch models without changing your embed code.
Does the embed widget work on WordPress?
Yes. Paste the script tag in your theme's footer.php or use a custom HTML widget. A dedicated WordPress plugin is on the roadmap.
Can I customise the widget appearance?
Yes. Bot settings let you change the accent colour, widget position, greeting message, and (on Agency+ plans) upload a custom logo.
How are credits consumed?
Each AI response costs credits proportional to the length of the conversation. Credits are deducted before each call. Your monthly plan includes a credit allowance; additional packs are available on the Billing page.
Ready to build?
Get your embed key — free plan, no card required.