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Find quick answers about WonkaChat across setup, models, external connections (MCP), agents, security, troubleshooting, and best practices.
New to WonkaChat? Start with our Introduction, then explore Tools & Connection and AI Agents.

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Getting started

WonkaChat is an enterprise AI assistant that connects to your business tools and data to execute multi-step workflows through natural conversation, while keeping your data within your security perimeter. See What is WonkaChat?.
Think of it as one interface that orchestrates actions across your apps (email, calendar, CRM, docs, ERP, and more).
  1. Create your account at wonka.chat/register or sign in via your organization’s SSO
  2. Send your first message to verify everything works
  3. Connect your first connection (email is a great start) via the Connectors settings
  4. Try a simple workflow like “Send an email to my team about tomorrow’s meeting”
See Quick Start Guide.
Start with your email provider (Outlook Mail or Gmail). It unlocks high-value daily workflows.
No. You interact through conversation. Advanced users can configure agents and connections without writing code.
Common examples include onboarding workflows, intelligent search across softwares, automated reporting, meeting scheduling, and customer support triage. Explore examples in Welcome → Introduction.
Yes. Choose pro models for complex reasoning or fast models for quick tasks. You can switch per task or conversation. See Why Choose WonkaChat?.

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Models and usage

WonkaChat is model-agnostic. You can use providers like OpenAI (GPT-5.2, GPT-5, GPT-4o), Anthropic Claude (Opus 4.5, Sonnet 4.5, Haiku 4.5), Google Gemini (2.5 Pro, 3 Flash), and Mistral. Choose per task based on complexity, speed, and cost. See Why Choose WonkaChat?.
  • Pro models: Deep analysis, multi-step planning, complex workflows, external connections
  • Fast models: Quick answers, formatting, short lookups, high-volume operations
Details and examples in Why Choose WonkaChat? and Creating Your First Agent.
Models only “remember” what fits in the current context window. Very long threads may push earlier details out of scope. If responses degrade, start a new conversation with a short summary. See Conversation Management.
Be specific, set scope and audience, provide context, and request structured outputs. See patterns and templates in Asking Great Questions.

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External connections (MCP)

MCP (Model Context Protocol) securely connects AI models to your softwares (email, calendar, CRM, storage, ERP, etc.) so the AI can read data and take actions with your permission. See Tools & Connection → Understanding MCP.
Open the Connectors settings (bottom left) → select a connection → authenticate (OAuth/credentials) → enable the connection for your AI model → test with a simple query. Full walkthrough in Quick Start Guide.
Start with email (Outlook Mail or Gmail) to unlock daily productivity.
WonkaChat can only access data you already have permission to view and only when you explicitly ask. Actions depend on each connection’s (MCP) capabilities (read, write, search, execute workflows). You control all actions through your natural language requests. See Tools & Connection.
WonkaChat stores authentication tokens securely (encrypted at rest), never your plain-text passwords. Tokens are per-user, auto-refreshed when needed, and deleted when you disconnect a tool. See Security Overview.
Most common reasons: you don’t have access in the underlying tool, you denied permissions during authentication, or the tool isn’t connected. Verify you can access it directly in the software, then reconnect and grant the requested permissions. See Troubleshooting Connections.
WonkaChat supports 40+ connections across communication, development, operations, analytics, and more including Outlook, Gmail, Slack, GitHub, Notion, Google Drive, Salesforce, HubSpot, Asana, and many others. See the complete list in Tools & Connection.

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AI agents

AI Agents have persistent instructions, dedicated tools, and consistent roles across conversations - like specialized team members. Regular chat starts fresh each time. Agents are ideal for recurring tasks with specific requirements. See AI Agents Introduction.
Use AI Agents for recurring workflows, multi-tool processes, or when you need standardized outputs. Create personal agents for your specific workflows, or use organization-wide agents shared by administrators. See Creating Your First Agent.
Access agents through the Agent Marketplace or “My Agents” section in your WonkaChat interface. You can search, filter, and select agents based on your needs. See Finding and Accessing Agents.
  • As a user: Provide missing details in your prompt, or choose a different agent with the appropriate tools configured
  • As an administrator: Update the agent’s instructions, add relevant documents, or connect the required external tools
See Using Existing Agents.
Business Teaching allows you to add your company’s terminology, policies, and processes to AI Agents through custom instructions and uploaded documents. This ensures responses match your organization’s specific context rather than generic assumptions. See Business Teaching.

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Security and governance

No. Your conversations are stored securely in WonkaChat for your history and reference, but model providers process requests ephemerally without data retention or training. Your data never trains AI models. See Security Overview.
WonkaChat uses organization-scoped isolation, encryption in transit (TLS) and at rest, secure token storage, and automatic redaction of sensitive data in logs. Your data stays within your security perimeter. See Security Overview.
WonkaChat supports Google Workspace, Microsoft 365, and email/password authentication. Enterprise plans can configure custom SSO providers. Access tokens and refresh tokens balance security with usability. See Security Overview.
WonkaChat has two roles: User and Administrator. Administrators manage users, share AI Agents organization-wide, and control tool access. Users can create personal agents but cannot share them across the organization. See Access Control.
No. AI Agents inherit your exact permissions from connected softwares. If you can’t perform an action manually, agents can’t either. Tool restriction features let you remove specific capabilities from agents for additional safety. See Access Control.
Safe Mode requires your approval before AI Agents execute actions. Use it for sensitive operations like sending communications, modifying production data, deployments, and financial transactions. See Access Control.

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Troubleshooting

Verify your credentials by logging into the tool directly first. Then disconnect and reconnect through WonkaChat’s Connectors settings, ensuring you grant all requested permissions during authentication. See Troubleshooting Connections.
Common causes: your organization blocks third-party apps, you didn’t grant all required permissions during setup, or your account lacks access to that data. Contact your IT team to approve WonkaChat, then reconnect with full permissions. See Troubleshooting Connections.
Try these steps: refresh WonkaChat, check your internet connection, reduce query scope (use date ranges or filters), switch to a faster model, or verify the connected software’s status. See Troubleshooting Connections.
Be more specific about desired format and scope in your prompt. Review the agent’s instructions to ensure alignment. Administrators can refine agent instructions, add business context, or connect additional tools. See Using Existing Agents and Asking Great Questions.
Visit Getting Help for support options, contact our team at meetwonka.com/contact, or explore Troubleshooting for common issues and solutions.

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Prompting, conversations, and the prompt library

Structure prompts with clear context, specific goals, desired output format, and relevant constraints. Provide examples when helpful and specify your audience. The more specific you are, the better results you’ll get. See Asking Great Questions.
Start a new conversation when changing topics, after very long threads (context window limits), or when response quality declines. Begin the new conversation with a brief summary of relevant context if needed. See Conversation Management.
Use the Prompt Library to save effective prompts with variables like {{current_date}} or {{current_user}}. Create reusable templates for common tasks and invoke them quickly with slash commands. See Prompt Library.

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Policies and risk management

  • Enable Safe Mode for high-impact actions
  • Test workflows in non-production environments first
  • Use least-privilege access (only grant necessary permissions)
  • Break complex workflows into reviewable steps
  • Remove destructive capabilities from AI Agents when not needed
See Best Practices.
Many tool actions are irreversible (sending emails, deleting data, deployments, financial transactions). Always use Safe Mode for sensitive operations, restrict destructive capabilities, and review outputs before final execution. See Best Practices.

Still have questions?

Visit Getting Help to reach our team or explore more support resources.