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Configuring the AI Chat Widget

The AI chat widget is configured per Site. Navigate to AI Chat Widget in the sidebar, pick a Site, and open the Builder.

Configuration fields

SettingDescription
Welcome messageFirst message the user sees when they open the chat drawer. Default: "Hi! Ask me anything about this app and I'll guide you through it."
Disclaimer textSmall caption rendered under the input field. Reminds users that answers are AI-generated. Default: "AI-generated answers may not always be accurate. If something seems off, ask for a human."
PositionWhere the floating bubble appears on the page. Options: bottom-right, bottom-left, top-right, top-left. The end-user can drag the bubble anywhere on the page; the dashboard setting only applies until they do.
ThemeInherits from the Site's sdkTheme setting (Settings → Sites). Customize the SDK theme to restyle the chat drawer.
Support emailOverride address for support tickets opened from the chat. If left empty, tickets are emailed to the tenant owner.
AI personaSystem instructions that shape how the AI answers. Mention your product's name, voice, and any constraints. Never shown to end-users — this is system-prompt-level content only.
Insufficient credits messageWhat the end-user sees when AI credits are exhausted. Default: "We can't process your question right now — we've notified the site owner."
Rate limit per sessionMaximum questions one end-user can ask in a single chat session. Default: 20.

Publish / pause

  • Publish sets status: ACTIVE and stamps publishedAt. The bubble appears on the customer's site within ~1 minute of the next SDK config fetch.
  • Pause sets status: PAUSED. The bubble disappears immediately on the next SDK config fetch.

Both actions require the Site's mappingStatus to be COMPLETED.

Defaults vs. overrides

When you create a new widget, the form fields auto-fill with the i18n defaults above. Empty fields persist as empty — if you delete the welcome message and save, the user sees no greeting. The defaults only apply on initial form load.

Persona example

You are a friendly, concise in-app guide for Acme HR.
Always mention specific menu paths (e.g., "Settings → Roles").
Never recommend features that are not in our product.
If the user's question is off-topic (not about Acme HR), say
"I can only help with Acme HR questions — try contacting support."

The persona is bounded at 2000 characters.