Chats
Guide to setting up the AI chatbox and using conversations.
Create, Edit & Delete Chatbox
Create a Chatbox
How to create a chatbox.
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Edit a Chatbox
How to edit a chat box.
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Delete a Chatbox
How to delete a chat box.
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Configure Chatbox
Configure AI Agents in Chatbox
Set up primary, secondary, and translation AI agents in a chat box.
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Add AI Instructions in Chatbox
How to add AI instructions in chat box.
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Add or Remove Notices in Chatbox
How to add or remove notices in chatbox.
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Add or Remove Keyboard Shortcut Messages For Human Operators
Managing keyboard shortcut messages for human operators.
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Set the Maximum Ongoing Messages Per User
How to set the maximum number of ongoing messages per user.
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Set Up User Sign-In to Access Chat Box
Configure user sign-in to access the chat box.
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Block User Sign-out in Chatbox
How to prevent users from signing out in the chat box.
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Test & Preview a Chatbox
Testing and previewing chat box behavior.
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Manage Conversations
View All Conversations
How to view all conversations.
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Conversation Status
Understanding conversation status.
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Filter Conversations
How to filter conversations.
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Open a Conversation
How to open a conversation.
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Conversation Window
Overview of the Conversation Window
A quick guide on the conversation window.
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Message Delivery Status in a Conversation
Understanding message delivery status in a conversation.
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Requesting a Conversation Takeover
Request to take over AI agents in a conversation, or allow agents to take over instead.
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Add/Remove Tags in a Conversation
How to add or remove tags in a conversation.
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Add/Remove Memos in a Conversation
How to add or remove memos in a conversation.
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