# Guides: Darwin help center Step-by-step guides to every screen in Darwin. This is the Markdown version of https://www.meetdarwin.ai/help/guides, published by Darwin and generated on 23 October 2026. ## [Agent Studio](https://www.meetdarwin.ai/help/agent-studio) Your agent’s name, voice, knowledge, look and where it shows up. - [Messages: name, voice and opening](https://www.meetdarwin.ai/help/agent-studio/name-voice-and-opening): Agent Studio → Messages: name your agent, choose its voice and tone, write the opening message above the chat button, add reply buttons and set the chat greeting. - [Teach your agent: knowledge](https://www.meetdarwin.ai/help/agent-studio/teach-your-agent): Agent Studio → Knowledge: choose the website pages your agent answers from, upload documents, edit your business context, check what it can find, and refresh or remove pages. - [Make the chat look like your brand](https://www.meetdarwin.ai/help/agent-studio/chat-appearance): Agent Studio → Appearance: set the agent image, colors, font, corners and chat button so Darwin's chat matches your website, with a live preview. - [Visibility and privacy](https://www.meetdarwin.ai/help/agent-studio/visibility-and-privacy): Agent Studio → Visibility & privacy: choose the domains where Darwin's chat runs, hide the opening message on certain pages, and add a consent line with a link to your privacy policy. ## [Conversion Studio](https://www.meetdarwin.ai/help/conversion-studio) Personal links, greetings and chat buttons that start conversations. - [Greet prospects by name with personal links](https://www.meetdarwin.ai/help/conversion-studio/personal-links): Conversion Studio: make personal links for your outbound emails. When someone clicks one, Darwin's chat on your website greets them by name with your reply buttons, the agent knows who they are and why you reached out, and each link shows its visits, chats and meetings. - [Make and share personal links](https://www.meetdarwin.ai/help/conversion-studio/make-and-share-personal-links): Conversion Studio → Links: add a personal link, name it, pick the page it opens, give it a greeting, save it, then choose your email tool (HubSpot, Instantly, Apollo, Outreach, Salesloft, lemlist or CSV) and copy the link into your email. - [Write greetings for your personal links](https://www.meetdarwin.ai/help/conversion-studio/personal-link-greetings): Conversion Studio → Greetings: write what the chat says to someone who opens your personal link, with their first name, company or job title and words to use when one is missing, up to four reply buttons, and a note on what the agent should know. - [Add chat buttons to your website](https://www.meetdarwin.ai/help/conversion-studio/chat-buttons): Conversion Studio → Buttons: make buttons for your pages, like Book a demo or Talk to sales, that open Darwin's chat and start the conversation. Copy the code and paste it on your site. - [See results and follow up on personal links](https://www.meetdarwin.ai/help/conversion-studio/personal-link-results): Conversion Studio results: each personal link's visits, chats and meetings for the last 30 days, the conversations it started in Conversations, the From personal link badge and This person panel, and the team email when someone opens their link. - [Personal link settings and privacy](https://www.meetdarwin.ai/help/conversion-studio/personal-link-settings): Conversion Studio → Link settings: turn personal link greetings and team emails on or off, and what Darwin stores, removes from the address and keeps in the darwin_vid cookie when someone opens a personal link. ## [Outcomes](https://www.meetdarwin.ai/help/outcomes) Forms your agent opens in the chat, the requests they bring and their fit rules. - [Outcomes: forms your agent opens in the chat](https://www.meetdarwin.ai/help/outcomes/what-are-outcomes): What an outcome is in Darwin: a short form, like Request a quote or Request a callback, that your agent opens in the chat. Book a meeting is the built-in one. Answers come to you. A request that fits uses 1 credit, like a booked meeting, and one that doesn't is free. - [Build an outcome](https://www.meetdarwin.ai/help/outcomes/build-an-outcome): Conversion Studio → Outcomes: start from a template, name the form and say when the agent offers it, write the questions, add fit rules, choose what happens after the form and where the answers go, then save it live. - [Outcomes in the chat](https://www.meetdarwin.ai/help/outcomes/outcomes-in-the-chat): How visitors open your outcome forms: the agent offers them, the form's button at the top of the chat replaces Book a meeting, a website chat button opens a form, and Book a meeting can ask qualifying questions before the calendar. - [Requests and follow-up](https://www.meetdarwin.ai/help/outcomes/requests-and-follow-up): Find what visitors sent through your outcome forms in Meetings → Requests and Conversations, get each request by email, and send requests to your CRM with Zapier, the outcome.submitted webhook or the API. - [How requests use credits](https://www.meetdarwin.ai/help/outcomes/how-requests-use-credits): What a request costs in credits: 1 when it passes your fit rules, like a booked meeting, and nothing when it doesn't. One credit per conversation at most, repeats and preview chats are free, the three-day hold, Not a real request, and the credit states in Conversations. ## [Meetings](https://www.meetdarwin.ai/help/meetings) How visitors book in the chat and where you see the meetings. - [How meetings get booked](https://www.meetdarwin.ai/help/meetings/how-meetings-get-booked): Integrations → Scheduling: connect Calendly, Google Calendar or RevenueHero so visitors book a meeting inside Darwin's chat, add a video link, and check bookings in Meetings. - [See your meetings](https://www.meetdarwin.ai/help/meetings/see-your-meetings): Meetings: where to find the meetings visitors booked in Darwin's chat, as upcoming, past or canceled, search them, check the credit each one used, and open the conversation each meeting came from. ## [Daily work](https://www.meetdarwin.ai/help/daily-work) Home, conversations, analytics and asking Darwin in the app. - [Start your day on Home](https://www.meetdarwin.ai/help/daily-work/home): Home: your meetings, leads, conversations and visitors for today, 7 or 30 days, plus what needs your attention, upcoming meetings, the latest conversations and what visitors asked about. - [Read visitor conversations](https://www.meetdarwin.ai/help/daily-work/read-conversations): Conversations: find a visitor's chat, read the transcript and their profile, filter to leads, meetings or requests for a person, and export or copy a follow-up list. - [Understand your results in Analytics](https://www.meetdarwin.ai/help/daily-work/analytics): Analytics: visitors, conversations, leads, meetings and chat rate over 7 to 90 days, the visitor funnel, the pages and sources that book meetings, and filters by page, source or device. - [Ask Darwin in the app](https://www.meetdarwin.ai/help/daily-work/ask-darwin): Darwin's in-app assistant: open the chat button at the bottom right to ask how something works, check results, add knowledge pages, change the opening's buttons or the chat's look, check your installation, or pause the chat. ## [Experiments](https://www.meetdarwin.ai/help/experiments) How Darwin tests openings, page by page, and how to apply winners. - [How Darwin improves your openings](https://www.meetdarwin.ai/help/experiments/how-darwin-improves-openings): Experiments: how Darwin tests new chat openings against your current one, counts views, chats, visitors who reached booking and meetings, and keeps the opening that gets more visitors to book. - [Turn on automatic testing](https://www.meetdarwin.ai/help/experiments/automatic-testing): Experiments → Settings: turn on automatic testing, choose whether Darwin starts new tests or leaves them to you or your AI assistant, choose whether winners apply themselves, run a check now, set test limits, pick pages tested on their own and leave out your own visits. - [See what each page is showing](https://www.meetdarwin.ai/help/experiments/page-openings): Experiments → Pages: find a page, see its test type and status, start a test on one page, and open a page to see its openings, results, history and page controls. - [Review tests and apply winners](https://www.meetdarwin.ai/help/experiments/review-tests-and-apply-winners): Experiments: open a test, read views, chats, reached booking and meetings for each opening, check results, pause, change openings, apply a winner and read History. ## [Account and billing](https://www.meetdarwin.ai/help/account-and-billing) Workspaces, your team, email updates, plans, credits and invoices. - [Manage your workspaces](https://www.meetdarwin.ai/help/account-and-billing/workspaces): Settings → Workspace: rename your workspace, change the website Darwin reads, switch between workspaces and create a new one with its own agent, team, plan and billing. - [Invite your team](https://www.meetdarwin.ai/help/account-and-billing/invite-your-team): Settings → Team: invite teammates, choose Owner, Admin or Member access, resend or revoke an invitation, change a role or remove someone from the workspace. - [Choose your email updates](https://www.meetdarwin.ai/help/account-and-billing/email-updates): Settings → Notifications: turn Darwin's emails on or off for this workspace: Bookings, Personal links, Milestones, Experiments, Weekly report, Plan tips, and Setup tips & product updates. Credit alerts and billing emails go to owners. - [Plans and credits](https://www.meetdarwin.ai/help/account-and-billing/plans-and-credits): Settings → Billing: what a credit is (a booked meeting or a request that fits; visitors who aren't a fit are free), Free, Growth, Agency and Enterprise compared, credit add-ons, rollover, annual billing, extra credits, and the legacy Origin, Adapt, Evolve and Apex plans. - [Manage your plan, credits and invoices](https://www.meetdarwin.ai/help/account-and-billing/manage-billing): Settings → Billing: follow this month's credits, add or change a credit add-on, upgrade or switch plan, move up automatically, add a card, find invoices and fix a failed payment. Agency client workspaces are billed through the agency. Workspace owners only. - [Run client workspaces on Agency](https://www.meetdarwin.ai/help/account-and-billing/agency-client-workspaces): The Agency page: create up to 200 client workspaces, share one pool of credits across them, read the per-client report and export it as CSV, and detach a client. Agency plan only. - [Sign in and recover your account](https://www.meetdarwin.ai/help/account-and-billing/sign-in-and-security): Sign in to Darwin with your email or Google, reset a forgotten password, resend a verification email, and sign out of a shared computer.