Introduced to our resellers on October 22, 2024, this product is still being modified and adjusted by the dev team to ensure a sustainable and efficient user interface and user experience. The references below reflect the current settings and features as of this writing.
PLATFORM ACCESS
Once activated for the reseller license, a custom button will appear on the sidebar menu of the account. When clicked, the iframed account will appear.
PLATFORM CONSOLE
From the console a list of existing agents (chatbots) are visible. Here theme settings can be changed and agents can be managed and added.
Theme Settings -
Use the moon / sun icons in the upper right hand corner to console theme from light to dark and vice versa.
Add Agent -
Use the ADD AGENT button to create a new chatbot, and use the available fields to create the desired AI interface.
Action Tools -
Once the Agent has been created, use the tools to the right of the listing to see conversation histories, to modify the chatbot, or to delete the Agent.
Conversation History - The Conversation History displays the number of conversations users have had with the bot. Click the conversations listed on the left to see the conversation thread.
Edit Chat Bot - This page allows the chatbot to be modified, and provides the integration embed code that used to embed the Agent on the allowed website. Refer to the section below for Agent Settings to see the available fields.
AGENT SETTINGS
Agent Name - Enter a unique name for the Agent. This name will appear in the Agent list and as the Agent’s header. It’s for display purposes only and doesn’t affect functionality.
System Prompt - This is the heart and soul of the chatbot. Describe the desired personality and behavior for the Agent. Include details such as how it should answer questions, its tone, personality traits, name, and any specific information it needs to provide accurate responses. This helps shape the Agent’s interactions and knowledge. 5 full pages of details can be added to this section. (See Attached CHATBOT SAMPLE PROMPT Doc)
Conversation Starters - Enter example questions, one per line, that will appear as clickable buttons in the Agent interface. These provide users with suggestions for what they can ask the AI agent, helping to guide interactions.
Allowed Domains - Enter the domain names, one per line, where the Agent is allowed to be embedded. Do not include schemes (e.g., http or https) or paths. Ensure you include every variation of your domain (e.g., both yoursite.com and www.yoursite.com ) to ensure the Agent works everywhere and to prevent unauthorized embedding.
Visual Settings -
Agent Logo - Upload an image to represent the Agent. Ideally, use a square or near-square aspect ratio. This logo will appear in the Agent’s header and next to each message. The image must be under 500KB.
Background Image - Upload an image to be used as the background for the chat history in the Agent interface. Ensure the image is under 500KB for optimal performance.
General Agent Chat Button Color - Select the base color for the chat button displayed on the allowed domain. The button will feature a gradient effect, transitioning from this base color to a slightly darker shade.
General Background Color - Choose the color that will be used as the background for the chat history. This color will only be applied if no background image is provided.
Message Colors - Customize the colors for the chat interface by setting the colors for both sides of the conversation. Together with General Colors, Message colors allow Chat bubbles and font colors for the user and the agent to be customized to match the domain's branding and style.
- Agent Message Text Color
- Agent Message Background Color
- User Message Text Color
- User Message Background Color
Integration -
Embed Code - Copy and paste the available code to the allowed domain to embed the Agent. Use the Launch Agent Demo button to test the chatbot and ensure that the System Prompts and Conversation Starts function as desired.
If just getting started, review some of the demo Agents we've created to see it in action: