General settings

The General section defines who the assistant is and how it presents itself. Open an assistant, then select General in the setup rail.

Identity

• Assistant title is the name of the assistant.
• Nickname is the short name shown in the widget header, where visitors see it.
• Description explains the assistant's purpose. Keep it clear and concise.

Welcome message

The welcome message is the first thing a visitor reads when they open the chat. You write it in a rich text editor, so you can use bold, italics, headings, lists, quotes, and links. Use it to set expectations: what the assistant can help with, and how to get to a human if needed.

AI disclaimer

The disclaimer appears under the assistant's answers. Use it to remind visitors that responses are generated by AI and to point them to authoritative sources when accuracy matters.

Answering style

The answering style is a free text guide to tone and format. Describe how you want the assistant to sound and structure its replies, for example short and friendly, or formal and thorough. This guidance is applied on top of the platform's own instructions, so it shapes every generated answer without overriding safety rules.

Starter buttons

Starter buttons are quick replies shown at the start of a conversation. They give visitors an easy way in. Each button has a type that decides what it does. See Starter buttons for the full setup.

Conversation options

The Configuration group holds toggles that change the chat experience. Depending on your setup these can include the chat window language, a progress view that rewrites the assistant's thinking into short, readable updates, and other behaviors. Turn on only what your visitors will benefit from, and confirm each one in the live preview.

The chat launcher

The Enable chat launcher toggle controls whether the floating chat button appears. Turn it off if you plan to open the assistant in another way, such as from your own button, and turn it on for the standard floating widget.