Launch an assistant
Every assistant setting explained — behavior, search, security, appearance, and more.
How Configuration Is Organized| Tab | What it controls | | --- | --- | | General | Name, title, avatar, description, welcome message, placeholder. | | Behaviour | The system instructions and…
General SettingsThe General tab is your assistant's identity — the name visitors see, the greeting they get, and the dataset it draws every answer from. Set these first,…
Behaviour SettingsThe Behaviour tab controls how the assistant *thinks and acts* — its tone, its language, its boundaries, and its memory across conversations. The behaviour…
Search SettingsThe Search tab controls how the assistant retrieves content from the dataset — how much context it reads and how citations appear.
Security SettingsThe Security tab decides who may load the assistant and how it proves it's allowed. It has two parts: an authentication mode and an allowed-origins list.
Appearance SettingsThe Appearance tab is where the assistant gets its look. It's organized into five collapsible sections, from simple choices to full CSS-level control — go as…
Display ModesThe combination of base template and floating button in Appearance settings gives you three ways to show the assistant. Pick the one that fits where and how…
Configure HintsHints are the suggested questions shown when the chat opens, before a visitor types anything. They set the tone, show the assistant's strengths, and get the…
Configure TranslationsThe Translations tab lets you localize every piece of text in the assistant's interface — button labels, the placeholder, the welcome message, error states,…
KeysThe Keys tab holds the assistant's API key — the accessToken an embed uses when the security mode is API.
Secure Your AssistantSecurity is built from three layers that work together: the authentication mode, the allowed origins list, and — for API mode — the API key. How you combine…
Test the Assistant PlaygroundBefore anyone else sees it, you get a private dress rehearsal. The playground lets you try the assistant for real — and this traffic doesn't count in your…
Back Up and Restore ConfigurationBefore a big change, take a snapshot you can roll back to. A backup captures the whole assistant configuration — behaviour, appearance, forms, hints,…
Deploy an assistantEmbed the assistant, generate keys and set allowed origins.
Assistant formsAdd forms to your assistant, collect submissions and review leads.
Best practicesConfiguration recipes for support, catalog, blog, internal and lead-gen assistants.