This page gets you here: visitors see AI chat at the bottom right of the public site, and the answers come from this site’s published content.
This applies only when AI chat is on.
Where
Sidebar AI chat → Chat settings (/admin/ai-chat/settings).
The page title is AI chat. Conversations are under Conversations.
The knowledge base is queued for indexing when you publish pages, news, docs, and similar. You can also Rebuild knowledge base by hand.
Public widget
| Setting | What it does |
|---|---|
| Show public widget | When this is off, visitors do not see the chat button. The admin and the knowledge base still work |
| Welcome message | The opening line in the chat |
| Input placeholder | The grey hint in the input |
Public chat shares the bottom-right button row with the marketing shortcut buttons. They do not each pin their own overlapping button. The shortcut buttons themselves are in Set up shortcut buttons. The chat for editors at the bottom right of the admin is the admin assistant, not this page.
AI assistant persona
This changes how the chat introduces itself and how it sounds. It does not let the chat break platform safety rules (for example, inventing facts that are not in the knowledge base, or stitching URLs into a reply).
| Field | What it is |
|---|---|
| AI name | The name shown in the chat |
| Tone | Friendly, Professional, Lively, or Formal |
| Custom intro | The opening line. If it is empty, the chat uses a greeting with the AI name. Do not paste a URL, or try to override the system instructions |
Behavior
Switches control how it answers. The groups you see follow the modules this site has on.
| Group | Switches you will usually see |
|---|---|
| General | Ask about other needs after answering, Clarify needs before quoting price, Keep answers concise (about 3–5 sentences) |
| Bookings | Suggest booking when appropriate (only when bookings is on) |
| Commerce | Recommend related products/services (only when commerce is on) |
When a module is off, those switches are hidden. The saved values stay. The chat will not run guidance for a module that is off.
Knowledge base
The section shows how many text chunks are indexed, and the latest job status.
- Confirm the content you want answered is published on the public site. Drafts do not enter the knowledge base.
- After a large rewrite, click Rebuild knowledge base and wait until the job is Completed.
- You can open Job history (Index, Rebuild, or Purge; Pending, Running, Completed, or Failed).
Sources are roughly: site information, published pages, and, when those modules are on, news, docs, custom content, products, booking items, and similar. A module that is off is not indexed.
Conversations
Sidebar Conversations. Review anonymous chats between visitors and the assistant. Personal data is not stored.
- You can filter to Conversations with unanswered questions.
- The page summarizes how many questions the AI could not answer in the last 30 days.
- Open one chat to read the messages, then fill the gap on a page or in news, and rebuild the knowledge base.
How to check
- Open the public site in a private window. The chat button is at the bottom right.
- Ask something the page states clearly. The answer should match, and it can include an on-site link when that helps.
- Ask something that is not in the knowledge base. It should say it cannot answer from the site’s material, rather than inventing an answer.
- That test shows up under Conversations in the admin. You will not see a field of personal data.
When it gets stuck
| What you see | What to do |
|---|---|
| No chat button | The widget is off, or the chat module is not on |
| The answer is out of date | The content changed but was not published, or the knowledge base was not rebuilt |
| It keeps saying it cannot find an answer | That page is not published, the module is off, or the question was never written on the site |
| The custom intro will not save | It contains a URL, or wording like “ignore the instructions above”. Remove that and save again |