Welcome to Captivar — The Conversion Platform for Digital Agencies

Most websites lose 97% of the visitors who show up. They land, they look, they leave — no name, no email, no second visit. Captivar exists to change that math for digital agencies running portfolios of client sites.

This is the documentation for the people who run Captivar day to day: agency owners, their teams, and the clients they serve. Every guide here is written to be read once and acted on.

What Captivar actually is

Captivar is one platform that consolidates five things digital agencies usually buy separately: visitor analytics, an AI receptionist, lead-capture forms, booking automation, and a white-label client portal. One login, one bill, one dashboard across every client site you manage.

The product is designed around a single observation. Agencies are good at driving traffic — paid search, SEO, content, social. What they are less good at is catching the traffic that arrives. Captivar is the layer that catches it.

Who this is for

There are three kinds of people who will read these docs:

• Agency owners — the operator who set up the Captivar account and added the client sites. You configure everything: branding, plans, team members, integrations.
• Agency team members — the strategists, account managers, and developers your owner has invited. You work in the dashboard daily but you do not own the account.
• Agency clients — the businesses whose sites are being tracked. You see a portal that looks like your agency, with the data that matters to your business and nothing that doesn’t.

Most articles in these docs apply to all three roles. Where a procedure is role-specific, the article will say so at the top.

The five tools, in order of use

Captivar’s product surface is five integrated tools. Most agencies adopt them in roughly this order:

1. Visitor tracking. One script per site. The foundation everything else builds on.
2. AI receptionist. A chat assistant trained on the client’s own website content. Answers questions, qualifies prospects, books appointments — in the client’s voice, not a generic chatbot.
3. Forms and lead pipeline. Replace generic contact forms with conversational intake. Every submission lands on a Kanban pipeline you can work through.
4. Bookings. A calendar that lets prospects book a slot directly from chat, form, or any link on the site. Confirmation, Zoom link, and reminders are automatic.
5. Custom branding. When the rest is working, you make the whole portal experience look like your agency, not Captivar.

Each tool has its own section in these docs. You do not need to set them up in this order, but the order above is the path of least surprise.

A note on the language we use

Captivar talks about visitors and conversions using fishing language. We do this on purpose — it gives the team and customers a shared mental model that is more honest than the usual SaaS vocabulary.

• The drift — the ocean of visitors flowing past your site, most of them uncaught. The headline industry stat is that 97% of website traffic leaves without converting.
• The net — Captivar, when installed on a site. The thing that catches what the drift would otherwise carry past.
• A catch — a captured lead, form fill, booking, or AI conversation that produced contact information.
• The haul — the leads you’ve captured over a window. Shown as a number on the dashboard.
• Catch rate — captures divided by visitors. The single most important metric on the platform.

You will see these terms in product copy, in dashboard labels, and in the weekly report email. They are not decoration — they are the metric model.

How to read these docs

Articles are grouped into ten sections, listed in the left sidebar. Each section progresses from setup to advanced. Within an article, headings appear in the right sidebar as an outline so you can jump to a specific step.

Every article ends with a Next card pointing to the logical next step, and a Keep reading block with two or three related articles. If you are setting up Captivar for the first time, follow the Next links and you will land in the right place each time.

When something has changed in the product, the article will be re-dated at the top. If you read something here that does not match what you see in the dashboard, write to [email protected] — usually the answer is that we shipped a change and the doc hasn’t caught up yet, and that helps us close the gap fast.

Where to start

Four short articles cover the entire setup. They each take five to ten minutes to read and follow:

1. Sign up and verify your account — create the agency account.
2. Add your first client site — register a site and get its tracking ID.
3. Install the tracker — drop one line of code on the client’s site to start catching visitors.
4. Configure your AI receptionist — set up the chat assistant that converts visitors into bookings and leads.

After those four, the rest of the docs are reference — read what you need, when you need it.