---
title: "AI Assistant Configuration"
description: "This guide explains how to adjust the AI Assistant from Integrations → AI Assistant: enable or disable it, customize the name it introduces itself with…"
url: https://sistrack.com/en/docs/ai-assistant/configuracion/
category: ai-assistant
section: docs
updated: 2026-08-14
---


*Markdown version for agents. This page on the web: https://sistrack.com/en/docs/ai-assistant/configuracion/*


# 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

| Option | Description |
|--------|-------------|
| **Enabled** | The assistant responds to visitors |
| **Disabled** | The widget doesn't appear on your site |

> 💡 **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.

| Format | Example |
|---------|---------|
| Hexadecimal | `#3b82f6` |
| RGB | Not supported |

**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

| Position | Description |
|----------|-------------|
| `bottom-right` | Bottom-right corner (recommended) |
| `bottom-left` | Bottom-left corner |

## 📊 Usage Limits

### Monthly Messages

| Field | Description |
|-------|-------------|
| **Limit** | Maximum messages per month |
| **Current usage** | Messages used this month |
| **Percentage** | Visual usage of the limit |

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

| Type | Extension | Use |
|------|-----------|-----|
| PDF | `.pdf` | Catalogs, policies |
| Markdown | `.md` | FAQs, documentation |
| Text | `.txt` | Simple information |

### 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:

| Status | Icon | Effect |
|--------|-------|--------|
| Active | ✅ | The assistant uses this content |
| Inactive | ⬜ | The assistant ignores this file |

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

### Limits

| Limit | Value |
|--------|-------|
| Maximum files | 10 |
| Maximum size per file | 5 MB |
| Maximum extracted content | 50,000 characters |

### 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

| Metric | Description |
|---------|-------------|
| **Messages this month** | Total interactions |
| **Conversations today** | Unique sessions today |
| **Conversations this month** | Unique sessions this month |
| **Quotes requested** | Number of times a quote was used |

### 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