Projects Overview

Projects are how you organize everything in Chat4.shop. One project = one website. Simple! 🎯

Project Dashboard

When you open a project, you see the overview dashboard:

Quick Stats

• Total forms
• Total modals
• Chatbot status
• This month's submissions
• Conversation count

Recent Activity

• Latest form submissions
• Recent chat conversations
• New modal views
• Team member actions

Quick Actions

• Create new form
• Create new modal
• Configure chatbot
• Invite team member

Project Settings

Access via Dashboard → Projects → [Project Name] → Settings

General Settings

Project Details

• Name: Update anytime
• Website URL: For reference
• Description: Internal notes
• Industry: Helps with templates

Project Icon

• Upload custom favicon
• Represents project in sidebar
• Visible to team members

API Configuration

• View API key
• Regenerate key (breaks existing embeds!)
• Allowed domains (CORS)
• Rate limits

Team Management

Member Roles:

Owner

• Full administrative control
• Delete project
• Manage billing
• Transfer ownership
• Remove any member

Admin

• Create/edit/delete all resources
• Invite members
• Change member roles (except Owner)
• View all analytics

Member

• Create/edit resources
• View assigned analytics
• Cannot delete project resources
• Cannot invite others

Viewer

• Read-only access
• View analytics and submissions
• Cannot create or edit
• Cannot see API keys

Inviting Members

Managing invitations:

• View pending invitations
• Resend invitation emails
• Revoke invitations
• Set invitation expiry (7 days default)

Removing Members

1. Go to Team Members
2. Click menu (⋮) next to member
3. Select "Remove from Project"
4. Confirm action

Multi-Project Management

Switching Projects

Use the project dropdown in the top navigation:

• Shows all your projects
• Click to switch
• Search if you have many projects

Project Groups

Organize projects into groups (Pro/Business plans):

Personal Projects

• Your own websites
• Side projects
• Testing

Client Projects

• Organized by client
• Separate billing
• Team access control

Agency Projects

• White-label option
• Custom branding
• Reseller pricing

Default Project

Set a default project:

• Opens automatically on login
• Saves time
• Change anytime in settings

Billing & Subscription

Project-Level Billing

Each project can have its own subscription:

Free Plan

• 1 form
• 1 modal
• Basic chatbot
• 100 submissions/month

Pro Plan ($29/month)

• Unlimited forms
• Unlimited modals
• Advanced chatbot
• 10,000 submissions/month
• Priority support

Business Plan ($99/month)

• Everything in Pro
• Unlimited submissions
• White-label option
• Custom integrations
• Dedicated support

Upgrading Projects

1. Settings → Billing
2. Choose plan
3. Enter payment info
4. Confirm

Upgrade takes effect immediately!

Downgrading

Downgrade anytime:

• Keeps existing data
• Disables premium features
• Returns to limits on next billing cycle

Data Management

Exporting Project Data

Export everything:

• Forms: JSON export with all fields
• Submissions: CSV for Excel/Sheets
• Chat logs: JSON format
• Analytics: CSV reports

Settings → Data Export

Choose what to export and download as ZIP file.

Importing Data

Import from other platforms:

• Typeform
• Google Forms
• JotForm
• Generic CSV

Settings → Import

Upload file and map fields.

Archiving Projects

Not using a project? Archive it:

• Stops billing (if on paid plan)
• Preserves all data
• Can restore anytime
• Doesn't count toward project limit

Deleting Projects

⚠️ Permanent deletion:

• Removes all forms, modals, chatbots
• Deletes all submissions and conversations
• Removes all team members
• Cannot be undone

Requires typing project name to confirm.

Security & Permissions

Access Controls

Domain Restrictions

• Whitelist specific domains
• Prevent unauthorized embedding
• CORS configuration

IP Whitelisting (Business plan)

• Restrict dashboard access
• Office/VPN only
• Additional security layer

Two-Factor Authentication

• Enable for all members
• Required for Owner role
• SMS or authenticator app

Activity Logs

View all actions:

• Who did what
• When it happened
• IP addresses
• Failed login attempts

Settings → Activity Log

Export logs for compliance.

Data Privacy

GDPR Compliance

• Auto-delete old submissions
• Data processing agreements
• User consent tracking
• Right to deletion

Data Retention

• Set auto-delete rules
• 30, 60, 90 days, or custom
• Archived vs deleted
• Legal hold exceptions

Integration Settings

Webhooks

Send data to other services:

Settings → Integrations → Webhooks

Add webhook URL:

https://your-service.com/webhook

Triggers:

• New form submission
• Chat conversation started
• Chat conversation ended
• Modal view
• Modal conversion

Payload format: JSON

Third-Party Services

Connect to:

• Zapier: 3000+ app integrations
• Make (Integromat): Visual automation
• Email Marketing: Mailchimp, SendGrid, etc.
• CRM: Salesforce, HubSpot, Pipedrive
• Analytics: Google Analytics, Mixpanel

Settings → Integrations → Connected Apps

API Access

Advanced users can use the REST API:

Endpoint:

https://api.chat4.shop/v1/

Authentication: Bearer token (API key)

Common endpoints:

• GET /forms - List forms
• POST /submissions - Create submission
• GET /chats - List conversations

Full API documentation →

Best Practices

Naming Convention

Clear, consistent names:

• Good: "Acme Corp - Main Site"
• Bad: "Project 1", "Test", "asdf"

Regular Backups

Export data monthly:

• Forms configuration
• Submissions
• Chat logs
• Analytics reports

Team Communication

Use project descriptions for:

• Contact person
• Important deadlines
• Known issues
• Update notes

Clean Up Regularly

Monthly checklist:

• Delete test forms
• Archive old modals
• Review team access
• Check integration health

Troubleshooting

Can't Access Project?

• Check if you're still a team member
• Owner may have removed you
• Project may be deleted
• Contact project owner

Missing Data?

• Check filters (date range)
• Verify you're in correct project
• Look in archived items
• Contact support if data lost

Billing Issues?

• Update payment method
• Check card expiration
• Review failed payments
• Contact support

Next Steps

Projects keep you organized and make collaboration easy. Now go build something awesome! 🚀