Settings

In this sub-menu, you can adjust the settings related to the chatbot.

General

Agent ID

Here, you can view your respective chatbot ID and copy it.

Size

Here, you can view your chatbot’s storage size.

Name

Here you can rename your chatbot. By default, the user’s email is used as the chatbot’s name.

Credit limit

Here, you can set the credit limit of the respective chatbot. Once the credit limit for a respective chatbot has been reached, the chatbot will no longer answer the questions asked by the chat user. In short, only activate the Credit Limit when you want to set the maximum number of credits that this AI agent can utilize from the credits accessible in the team.

Delete all conversations

Here, you can choose to delete all the respective chatbot’s conversion records with all users, including the playground conversions.
Note: There is no way to undo the action taken. You won’t be able to get the user chats back if you erase the AI agent conversations.

Delete agent

Here, you can choose to delete the entire chatbot completely, including all the respective chatbot settings and source materials.

Note: There is no way to undo the action. You won’t be able to get the chatbot back after erasing it.

AI

In this sub-menu, you can select the AI Model used to train your chatbot and set some AI Model-related settings.

Model

Here, you can select your AI (Artificial Intelligence) Model to train your chatbot. You can select from the following models:

• Gpt-4o-mini
• Claude-3-haiku
• Gemini-1.5-flash
• Gemini-2.0-flash
• Command-r

Note: Models available in the dropdown will depend on your plan. 

When selecting an AI Model to train, make sure to test/experiment with the results using various models.

Ask various models the same questions, then compare the results:

• Accuracy and quality of response
• Speed and reaction time
• Personality and tone
• Managing edge cases

Note: Choose the model that best suits your particular use case and brand voice based on the comparison.

Instructions

Here, you can provide instructions to customize your agent’s personality and style. This section helps match the AI agent’s responses to your objectives and requirements by outlining how it should respond to user inquiries. The instructions field allows you to either add a custom prompt or utilize a pre-defined example of instructions. Customizing the AI agent’s behavior through these prompts ensures it matches your brand, tone, and engagement style.

Specify how your AI agent should act and react to users. Your agent’s personality, tone, and conversational style are shaped by these guidelines.

Get motivated: To view instruction templates for various business types and scenarios, use the dropdown examples like AI agent, Sales agent, etc. They can be copied and altered to suit your own requirements.

Instructions dropdown with various examples:

• How to write instructions that work:
• Be clear about the tone you want to use (friendly, professional, informal, etc.).
• Establish clear guidelines for what can and cannot be said.
• Add your company’s objectives (lead collection, sales, support, etc.)
• Indicate when to contact human support.
• Describe the personality and voice of your brand.

Temperature

Here, you can select on a scale of 0.0 to 1.0 whether you want your chatbot to be reserved while answering the chat users or would you like it to be creative in its responses. Temperature influences how inventive and varied your AI agent’s reactions will be. Response predictability is directly impacted by this option, which has a range of 0 to 1:

• Reduced temperature (near zero): 
  Produces focused, consistent replies by selecting the most probable outputs
• Higher temperature (closer to 1): 
  Generates more innovative and varied responses with less predictability

The temperature is set to 0.5 by default. Test out several answer styles and determine which is most effective for your use case.

Interface

In this sub-menu, you can select the UI-related options of the respective chatbot.

Initial messages

Here, you can enter the first message the chat user will see on the frontend when the chat interface opens up. You can also reset the initial message by clicking the “Reset” button.

Suggested messages

Here, you can provide any number of suggested messages to guide users effectively.

Keep showing the suggested messages after the user’s first message

If this option is enabled, then the “Suggested messages” will keep on repeatedly showing after each response from the chatbot. If this option is disabled, then the “Suggested messages” will only show once at the beginning of the chat from the chatbot.

Message placeholder

Here, you can provide a placeholder for the chat user’s message typing area. This text will be visible when a chat user has not typed anything in the message typing area.

Footer

Here, you can write a footer text that will show at the bottom of the chatbot on the frontend.

Enable toast messages

Here, you can provide 3 toast messages that the chat user will see when any website page is loaded.

Theme

Here, you can select the theme of the chatbox area on the website. You can select from the following options:

• Light
• Dark
• System

Display Name

Here, you can provide the chatbot name that the chat users will see on the website page.

Profile picture

Here, you can provide the chatbot’s profile picture that the chat users will see on the website page.

User message color

Here, you can provide the chat user’s message background color in the chatbox area.

Chat Button Color

Here, you can provide the chat user’s send message button background color in the chatbox area.

Sync chat button color with user messages

If you check this checkbox, the chat user’s message background color will be the same as provided for the chat user’s send message button.

Align Chat Bubble Button

Here, you can select the location in the chatbox area where the user’s message will appear after sending the message (whether by pressing the “Enter” button or the “Send” button in the chat area).

Security

In this sub-menu, you can set security-related settings of the respective chatbot.

Visibility

Here, you can decide whether you want the chatbot to be accessible to the public or not by selecting from the following options:

• “Private”: No one can access your agent except you (on your account).
• “Public”: Other people can chat with your agent if you have embedded its script on your website, so your website visitors are able to use it.

Rate limiting

Here, you can limit the number of messages a chat user can send in a set time interval. If any user sends a message above the rate limit set, he/she will see the rate-limiting message in the text area.

Message to show when the limit is hit

Here, you can provide the rate-limiting message that the respective chatbot’s chat users will see on the frontend.

Preferences

In this sub-menu, you can set your preference-related settings for the respective chatbot.

Include internal links

Here, you can select whether you want the respective chatbot to include providing internal links from the source materials in its responses to the chat user.

Tone

Here, you can select the tone in which you want the chatbot to respond to the chat user. You can select from the following options:
Formal

• Casual
• Playful
• Persuasive

Use emojis

Here, you can select whether you want the chatbot to respond to the chat user with emojis or not in its responses.

Response length

Here, you can select how you want the chatbot to respond to the chat user. You can select from the following options:

• Short (2-3 sentences)
• Normal 
• In-depth

Proactive suggestions

Here, you can select whether you want the chatbot to suggest related queries without being asked.

Lead Capture Frequency

Here, you can select how often the chatbot should attempt to collect contact information. You can select from the respective options:

• Never – No lead capture
• Low – Only when highly relevant
• Medium – Occasionally suggest
• High – Regularly suggest
• Aggressive – Always try to capture

Enable Product Upselling

Here, you can select whether you want to allow the chatbot to suggest relevant products to users.

Upselling Frequency

Here, you can select how often the chatbot should suggest products to the chat users. You can select from the following options:

• Never – No product suggestions
• Low – Only when highly relevant
• Medium – Occasionally suggest
• High – Regularly suggest

Upselling Tone

Here, you can select how the chatbot should present product suggestions to the chat users. You can select from the following options:

• Subtle – Gentle, helpful suggestions
• Suggestive – Direct recommendations
• Persuasive – Compelling arguments