1. AI Agents
AI Agent Customer Support Docs
  • Default module
    • Product
      • Changelog
    • AI Agents
      • Create AI Agent
      • Edit AI Agent
      • Delete Agent
    • Leads
      • Lead Settings
      • Lead Report
    • AI Agent Installation
      • Overview
      • Custom Website
      • WordPress
      • Link WhatsApp with AI Agent
      • Setup New WhatsApp Account
      • Google Tag Manager
      • Shopify
      • Squarespace
      • Wix
      • Webflow
      • Bubble
      • PrestaShop
      • GoDaddy
    • Billing & Pricing
    • Partner
      • Partner Management
    • Roadmap
      • Upcoming Features
    • Intelligence Settings
      • Intelligence Settings
    • Advance Settings
      • Overview
      • Header & Labels
      • Widget Tabs
      • Lead Capture Form
      • Quick Questions
      • Custom CSS and JS
      • Branding & Tracking
      • Behaviour Settings
      • Consent & Overlay
    • Partner Dashboard
      • How to Create White-Label
      • License Management
    • Message Credits
      • Message Credits
  1. AI Agents

Edit AI Agent

Editing an agent means improving three things:
How it looks (Appearance)
How it answers (AI Settings)
What it learns from (Webpages and Files)

Open the agent workspace#

1.
Open AI Agents
2.
Find the agent you want to update
3.
Click View Dashboard
What “View Dashboard” opens:
A dedicated workspace for that agent
Left menu sections like:
Dashboard
Quick Setup
Conversations
Sources
Webpages
Files

Quick Setup#

Open Quick Setup from the left menu.
You will see these tabs at the top:
Appearance
AI Settings
Embed Code

Appearance#

Use Appearance to control what users see in the widget preview.
Common settings:
Title
Name shown in the chat widget header.
Welcome message
First message shown when the widget opens.
Placeholder text
Text inside the input box before typing.
Chatbot icon
Icon URL used by the widget.
Theme color
Primary color used in the widget.
Widget position
Example: Bottom right.
Theme mode
Example: Light.
Click Save to apply changes.
Tip:
A good welcome message reduces confusion and improves engagement.
Example: “Ask me about pricing, services, or support. I can guide you to the right page.”

AI Settings#

The AI Settings screen controls how the agent behaves.

System prompt#

This is the most important behavior instruction for the agent.
What it’s used for:
Defines role and tone (support vs sales vs general)
Controls whether the agent should answer only from sources
Prevents guessing or hallucinations
Best practices:
Tell the agent to rely on linked webpages/files
Ask it to be clear when information is missing
Keep responses structured, helpful, and short where needed

Not found answer#

This is the fallback reply when the agent cannot find the answer in the connected content.
Use this to:
Keep the user experience smooth
Encourage the user to rephrase
Optionally guide them to contact support
Example:
“I’m sorry, I don’t have that information in my knowledge base. Please rephrase or contact support.”
Click Save after updates.

Embed Code#

Use this section to install the agent on your website.
You typically see two embed options:

Script tag based loading#

Recommended for most websites.
Why:
Loads the widget as a floating chat assistant
Usually easiest to integrate
How:
Click Copy
Paste into your website before the closing </body> tag, or in your global footer area
Important:
Do not modify IDs or attributes inside the script unless you know what you are doing.

Iframe based loading#

Useful when:
You want the agent inside a specific section of a page
Your website restricts script injection
You want a fixed embedded panel instead of a floating widget
How:
Click Copy
Paste into the page where you want the iframe to render

Webpages (website training sources)#

Open Webpages from the left menu under Sources.
If you see No webpages linked, it means the agent currently has no website content connected.
To add website pages:
1.
Click Add More Webpages
2.
Add pages you want the agent to learn from
3.
Use the refresh icon to recheck status after processing
Good practice:
Start with high intent pages:
Pricing
Services or features
FAQ
Contact
Policies (refund, shipping, etc.)
Note:
If sitemap support is available in your setup, add sitemap URL to speed up bulk linking.

Files (document training sources)#

Files are linked in two steps:
1.
Upload files into File Manager
2.
Link those uploaded files to a specific agent

Upload files in File Manager#

1.
Open File Manager from the left menu (Knowledge Base section)
2.
Upload files using the menu options
3.
You can search and browse uploaded files, and include subfolders if needed
Supported file types shown in the UI include:
PDF, DOCX, DOC, XLS, XLSX, TXT, HTML, MD, JSON (and more)

Link files to an agent#

After files are uploaded:
1.
Go to the agent workspace
2.
Open Files under Sources
3.
Click Add More Files (or link option available)
4.
Select files to link to that agent

Delink files#

To remove a file from the agent:
Go to Files under Sources
Click Delink next to the file
Tip:
If the agent answers incorrectly, the most common reason is missing or outdated sources.
Fix by linking the right pages/files, then re-test.
Modified at 2026-02-11 07:46:28
Previous
Create AI Agent
Next
Delete Agent
Built with