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General Settings

The General Settings section is the starting point when you set up a new AI Assistant (Genie). Here is a breakdown of the different sections:

Overview

  • Widget Name: The name you use internally for this Genie. It is only for internal purposes, to distinguish this Genie from others in the dashboard.

  • Widget Status: Toggle the status of your widget (enable/disable). Selecting "off" keeps the widget inactive from your website but preserves its settings.

    ❗️ This is an important button, as it allows you to easily disable the widget if you don't want visitors to interact with it, without the need to uninstall it.

Sources

  • Knowledge Scope: Select the Workspaces whose data you want to chat about. myGenie needs to have the right knowledge and information to answer customer questions. Click here to find out more about Workspaces.

    ❗️ It is important to note that every Genie has to be associated to at least one Workspace. This is where it will take the information from to answer the questions.

  • Message Sources: There are two toggle options, to enable or disable:

    • Show websites: Let customers view the websites used to answer the question, for personal reference or further reading.
    • Show files: Let customers view and download the files used to answer the question (pdfs, documents, etc.) for personal reference or further reading.

Chat Interface

You now have the flexibility to choose from two chat interfaces, to customise the chat display style once it's on your website:

  • Conversational: A classic chat setup featuring a conversational format with familiar text bubbles, separating user and AI responses for clarity. This has been the default until now (left option in the image below).

  • Assistant: Designed for an immersive experience, this interface provides an informative layout with an initial welcoming design before the chat begins (right option in the image below).

chat interface

Adjust your preference anytime in the Genie’s General Settings.

Chat widget

  • Script: Copy and paste this script to add the widget to your webpage. Click here for a step-by-step guide of how to add the widget to your webpage.

  • Direct chat link: A shareable URL for testing or sharing your widget. Find out more about it here.

  • URL Whitelist: This is important for security. Only the domains defined here will be authorised to interact with your myGenie widget. This way, you keep control of the webpages that can use your widget.

  • Contact button: The URL or email address of your company that is associated with the widget for further communication (ex: help@yourcompany.com). This is where the user will be redirected when they click the contact button.