> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Use the SiteGPT iPhone app
> Sign in to the SiteGPT iPhone app, answer visitors, take over conversations, work with leads, and get push notifications.
The SiteGPT iPhone app lets you answer visitors from your phone. You can read your inbox, reply, take over conversations, work with leads, check your usage, and get push notifications.
The app does not replace the dashboard. You still set up and change your chatbots in the dashboard at [sitegpt.ai](https://sitegpt.ai). See [What the app does not do](#what-the-app-does-not-do).
## Before you start
* **Plan:** the app is included on the Growth plan and above. See [Plans and limits](/docs/reference/plans-and-limits). Team members that someone invited to a chatbot can sign in on any plan.
* **Accounts that cannot sign in:** an account that is only on the Starter plan, or that has no plan, sees the **For team accounts** screen. See [Troubleshooting](#troubleshooting).
* **Role:** every role can use the full app. Agents, Managers, Admins, and Super Admins can all read, reply, take over, resolve, tag, and star conversations. They can all star, archive, and delete leads.
* **Device:** an iPhone with iOS 18 or later. The app does not run on iPad. The app is in English only.
* **Price:** the app is free. There are no purchases in the app.
* **Download:** get the app from the App Store at [sitegpt.ai/ios](https://sitegpt.ai/ios).
## Sign in
Use the same email address that you use for the SiteGPT dashboard. The app has no sign-up option.
Open the app. On the **Answer your visitors from anywhere** screen, type your email address.
Select **Email me a code**. SiteGPT sends a 6-digit code to your email address. The email subject is "Your SiteGPT sign-in code".
On the **Check your email** screen, type the 6 digits. The app signs you in when you type the last digit. There is no button to select. The code is valid for 10 minutes.
After your first sign-in, iOS asks if SiteGPT can send notifications. Allow them to get push notifications.
If the code does not arrive, wait for the countdown **Resend code in** to end. After 1 minute, select **Resend code**. A new code replaces the old code. To use a different address, select **Wrong email? Go back**.
If you leave the code screen, the first screen shows **Already have a code? Enter it** for the same address. Select it to go back to the code screen.
You stay signed in until you sign out.
### Sign-in messages
| Message | What to do |
| -------------------------------------------------------------- | --------------------------------------------------------------------------------- |
| "That code didn't match. Check the email and try again." | Look at the latest email from SiteGPT and type the code again. |
| "That code expired. Request a new one." | Select **Resend code** and use the new code. |
| "A code was just sent. Check your email or retry in a minute." | Look for the code in your email. You can ask for a new code after 1 minute. |
| "Too many failed attempts. Request a new code later." | Wait, then ask for a new code. |
| "Too many failed attempts. Try again later." | Wait, then ask for a new code. |
| "Too many requests. Try again later." | Wait, then try again. |
| "Couldn't verify your account. Please try again." | Type the same code again. It is still valid. |
| "Couldn't send the code. Check the email and try again." | Check the email address for typing errors, then select **Email me a code** again. |
| **For team accounts** screen | Your account cannot use the app. See [Troubleshooting](#troubleshooting). |
## Find a conversation
The app has four tabs at the bottom: **Inbox**, **Leads**, **Usage**, and **You**. The tabs hide while a conversation is open.
The **Inbox** tab shows the conversations of one chatbot. The data is live. New conversations and messages show without a refresh.
1. To change the chatbot, select the chip with the chatbot name at the top of **Inbox**. The **Chatbots** sheet opens. It lists every chatbot that you are a member of.
2. Select a chatbot. A check mark shows the active chatbot.
3. Select a filter:
| Filter | What it shows |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **All** | Open conversations. Resolved conversations do not show here. |
| **Needs you** | Escalated conversations that no one on your team took over or answered. A conversation comes back here when the visitor writes again after your reply. The chip shows a count. |
| **Unread** | Open conversations that you did not read. |
| **Important** | Starred conversations. |
| **Resolved** | Resolved conversations. |
4. Select a conversation to open it.
In **All**, the conversations are in three sections: **Needs you**, **You're handling**, and **Handled by AI**. **You're handling** has the conversations that your team took over or answered. **Handled by AI** has the other open conversations.
Each row shows the visitor name, the last message, and the time. A dot shows that the conversation is unread. A badge shows **Needs you**, **You're in**, or **Resolved**. Visitors without a name show as "Visitor #" and 4 characters. When a chatbot has a conversation with the **Needs you** badge, the **Inbox** tab shows a dot.
The app opens the newest chatbot first. It does not remember the chatbot that you selected after you close the app.
### Search
Select the search icon and type in **Search name, message, or tag**. The search looks at the visitor name and email, the last message, the conversation title, and tags.
The search covers only the conversations that the app has loaded. The app shows up to 200 recent conversations per chatbot. To find older conversations, use **Chat History** in the dashboard. See [Review conversations](/docs/guides/monitor/review-conversations).
## Reply and take over
For how AI mode and human mode work, see [Conversations and handoff](/docs/concepts/conversations-and-handoff).
The top of the conversation shows its state: **AI handling**, **Needs you**, **You're driving**, or **Resolved**.
Open the conversation. At the bottom, select **Take over conversation**. Until you do this, the AI keeps answering.
Type your message in the **Reply to** field. The field shows the visitor name.
Select the send arrow.
Select **Back to AI** to let the AI answer again. Or select **Resolve** to close the conversation.
* **Replies take over.** A reply always puts the conversation in human mode. This is also true for a reply from a notification.
* **Take over works like the dashboard.** **Take over conversation** does the same as **Take over the chat** in **Chat History**. The AI stops, and an answer that the AI is writing stops. The visitor sees "A human agent has joined the conversation" and cannot switch back to the AI. See [Take over the chat](/docs/guides/human-support/reply-and-take-over#take-over-the-chat). This needs app version 1.0.3 or later.
* **Where the reply goes.** The app sends replies the same way as **Chat History** in the dashboard. See [Reply to visitors and take over conversations](/docs/guides/human-support/reply-and-take-over).
* **Back to AI.** The visitor sees "Continuing with AI while waiting for human support". The AI answers the next message.
* **Reopen.** A resolved conversation shows **Reopen** at the bottom. Select it to open the conversation again.
* **Drafts.** If you leave a conversation before you send, the app keeps your text for that conversation.
* **Length.** A reply can have up to 20,000 characters.
* **Send errors.** If the reply does not send, the app shows "Couldn't send. Check your connection and try again." Your text goes back into the field. Send it again.
The conversation shows visitor messages on the left. AI answers and your team's replies show on the right. AI answers have an **AI** label. If the visitor rated an answer, a thumbs up or thumbs down shows. A submitted lead form shows as a **Lead captured** block. The app shows up to the latest 500 messages of a conversation.
## Organize conversations
In the **Inbox** list:
* **Star:** swipe right on a row, then select **Star** or **Unstar**. Starred conversations show in **Important**.
* **Resolve or reopen:** swipe left, then select **Resolve** or **Reopen**.
* **Read or unread:** swipe left, then select **Read** or **Unread**.
* **Undo:** after you star or resolve, a message with **Undo** shows for a short time.
* **Long press:** press and hold a row for **Mark resolved** or **Reopen**, **Star** or **Remove star**, and **Mark read** or **Mark unread**.
When you open a conversation, the app marks it as read.
In an open conversation, select the star button to star it. Select **…** for more actions:
* **Mark resolved** or **Reopen**
* **Mark unread**
* **Edit tags:** the **Tags** sheet lists the chatbot's tags. Select the tags you want, then select **Save**. You can only choose tags that already exist. To create a tag, use **Chat History** in the dashboard. See [Review conversations](/docs/guides/monitor/review-conversations#mark-tag-and-rename-conversations).
* **Visitor details:** the **Visitor** sheet shows the visitor name, when the visitor was first seen, and the email, phone, and **Started on** page. Select the copy button to copy the email or phone.
## Work with leads
The **Leads** tab shows the leads of one chatbot. It has the same chatbot chip as **Inbox**. Leads are grouped under **Today**, **Yesterday**, or a date. The app loads up to 200 leads per chatbot.
| Filter | What it shows |
| ------------ | ---------------------------- |
| **All** | Leads that are not archived. |
| **Starred** | Starred leads. |
| **Archived** | Archived leads. |
* **Star:** swipe right on a lead, then select **Star** or **Unstar**.
* **Archive:** swipe left, then select **Archive** or **Unarchive**.
* **Delete:** swipe left, then select **Delete**.
**Delete** removes the lead at once. The app does not ask you to confirm, and you cannot undo it.
Select a lead to open the **Lead** sheet. It shows when the lead was captured, the email, phone, **Captured on** page, and custom fields. Select the copy button to copy the email or phone. Select **View conversation** to open the conversation in **Inbox**. This button shows only when the conversation is loaded in the app. You can also star the lead or select **Archive lead** in the sheet.
For all lead tasks, such as export, use the dashboard. See [Manage leads](/docs/guides/leads/manage-leads).
## Check usage
The **Usage** tab is a read-only summary.
* **Messages** card: the messages used this month and the monthly limit. It also shows how many messages used GPT-4.
* **Knowledge base** card: the training status of your content. It shows **Ready**, **Training**, or **Needs attention**, and the number of documents that are **Trained**, **Pending**, and **Failed**.
For full usage details and how messages are counted, see [Manage your plan and billing](/docs/guides/account/billing#check-your-usage) and [Plans and limits](/docs/reference/plans-and-limits#how-messages-are-counted).
## Get push notifications
Push notifications go to the chatbot owner and to every team member of the chatbot.
To choose which pushes this iPhone gets, go to **You** > **Notifications**. Each setting applies to this device only.
| Setting | Default | Push text | Tap the push to open |
| ---------------------- | ------- | ------------------------------------------------------------------------------------------------- | ---------------------------------- |
| **Handover requested** | On | Title: the visitor name and "asked for a human". Text: "on" and the chatbot name. | The conversation |
| **New lead captured** | On | Title: the lead name or email and "left their details". Text: "New lead on" and the chatbot name. | The **Leads** tab for that chatbot |
| **New conversation** | Off | Title: "New conversation on" and the chatbot name. Text: the first visitor message. | The conversation |
* **Reply from the lock screen.** Press and hold a **Handover requested** push. Select **Reply**, type your reply, and select **Send**. The reply takes over the conversation. Select **Take over** to open the app and take over.
* **App open.** When the app is open, a push shows as a short banner at the top of the app. Tap it to open the conversation or lead.
* **HIPAA workspaces.** Pushes leave out visitor names and message text. They still show the chatbot name. See [HIPAA](/docs/account/hipaa).
* **No badge.** The app icon does not show a count.
For all email and push alerts, see [Choose who gets notified](/docs/guides/human-support/notifications).
## What the app does not do
Use the dashboard at [sitegpt.ai](https://sitegpt.ai) for these tasks:
| Task | Where to do it |
| --------------------------------------------- | ---------------------------------------------------------------------------------------------- |
| Create a chatbot | [Manage chatbots](/docs/guides/account/manage-chatbots) |
| Change settings, appearance, or human support | [Settings reference](/docs/reference/settings) |
| Add or edit content | [Add your website](/docs/guides/content/add-website) |
| Invite or remove team members | [Team members](/docs/guides/account/team-members) |
| Change your plan or billing | [Manage your plan and billing](/docs/guides/account/billing) |
| Create tags | [Review conversations](/docs/guides/monitor/review-conversations#mark-tag-and-rename-conversations) |
| Delete or export conversations | [Review conversations](/docs/guides/monitor/review-conversations) |
| Find conversations older than the loaded set | [Review conversations](/docs/guides/monitor/review-conversations) |
The app also cannot send attachments.
## Sign out
Go to **You** and select **Sign out** at the bottom. The app signs you out at once. It does not ask you to confirm. This iPhone stops getting push notifications, and the app removes its notifications from Notification Center.
## Troubleshooting
### "Something went wrong"
The app shows **Something went wrong** with a message such as "Couldn't load your chatbots." and the text "Check your connection, or sign out and back in if this keeps happening."
1. Check your internet connection, then select **Try again**.
2. If the error stays, sign out and sign in again. The app sign-in is valid for 90 days. After that, you must sign in again.
### No push notifications
* On **You**, look for the **Turn on notifications** banner. If it shows, iOS notifications are off for SiteGPT. Tap the banner and allow notifications.
* On **You** > **Notifications**, make sure that the setting is on. **New conversation** is off by default.
* If the chatbot sends escalation emails to a custom list, only the owner and team members on that list get the **Handover requested** push. Add your email address to the list. See [Escalation emails](/docs/guides/human-support/notifications#escalation-emails).
### "For team accounts"
The screen says "The SiteGPT app is available to SiteGPT team accounts. Sign in with an account that belongs to your team."
Your account is only on the Starter plan, or it has no plan. To use the app, do one of these:
* Select **Use a different email** and sign in with an account on the Growth plan and above.
* Ask a chatbot owner to invite you as a team member. See [Team members](/docs/guides/account/team-members).
* Upgrade your plan. See [Manage your plan and billing](/docs/guides/account/billing).
## Check that it works
1. In your chatbot preview on the dashboard, send a message.
2. In the app, open **Inbox**. The new conversation shows.
3. Open it, select **Take over conversation**, and send a reply. The reply shows in the preview.
4. Select **Back to AI**. The preview shows "Continuing with AI while waiting for human support".