AI Assistant Configuration

This guide explains how to adjust the AI Assistant from Integrations → AI Assistant: enable or disable it, customize the name it introduces itself with to your customers, check how many messages you have left for the month, and feed its knowledge base with your own documents.

📍 Accessing the Configuration

1. Log in to your admin panel
2. Go to Integrations in the side menu
3. Select AI Assistant

🎛️ Configuration Options

Enable/Disable

💡 Tip: Temporarily disable it if you need to do maintenance on your rates.

Customization

Assistant Name

The name the bot will use to introduce itself.

Example: "I'm Ana, your shipping assistant"

Recommendations:

• Use a short, memorable name
• Avoid generic names like “Bot” or “Assistant”
• Consider names that reflect your brand

Welcome Message

The first thing the user sees when opening the chat.

Example: "Hi! 👋 I can help you get a shipping quote,
track packages, or check our coverage.
How can I help you?"

Recommendations:

• Keep it brief (2-3 lines max)
• Mention the available features
• Use a friendly tone

Primary Color

The color of the widget’s button and header.

How to choose:

• Use your brand color
• Make sure it contrasts with your site
• Test that it’s visible on both light and dark backgrounds

Widget Position

📊 Usage Limits

Monthly Messages

The counter automatically resets on the 1st of each month.

What happens when the limit is reached?

1. The assistant shows a friendly message
2. It suggests contacting you directly
3. The widget remains visible but doesn’t respond

⚠️ Important: Plan your limit based on your site’s traffic.

📚 Knowledge Base

What is it?

Files with additional information the assistant can use to answer questions specific to your business.

Allowed File Types

How to Upload Files

1. Click “Upload file”
2. Select the file (5 MB max)
3. Wait for it to process
4. Confirm it appears in the list

Enable/Disable Files

You can have files uploaded but not active:

💡 Tip: Temporarily disable files without deleting them for testing.

Limits

Best Practices

✅ Do:

• Include frequent FAQs
• Add shipping policies
• Document special coverage areas
• Explain additional services

❌ Avoid:

• Pricing information (use your configured rates)
• Sensitive customer data
• Information that changes frequently

📈 Analytics

Available Metrics

Interpreting the Data

Messages vs. Conversations:

• 1 conversation = 1 visitor
• 1 conversation = multiple messages

Example:

Messages: 500
Conversations: 100
Average: 5 messages per conversation

🔧 Troubleshooting

The widget doesn’t appear

1. Check that it’s enabled
2. Confirm the code is installed correctly
3. Clear your browser’s cache
4. Check for any script blockers

The assistant doesn’t respond

1. Check the message limit
2. Check that you have rates configured
3. Contact support if it persists

Incorrect replies

1. Review your knowledge base
2. Update files with correct information
3. Remove contradictory content

🔐 Security

• ✅ Files are stored securely
• ✅ Only admins can configure it
• ✅ Content isn’t shared between companies
• ✅ Complies with privacy standards