> For the complete documentation index, see [llms.txt](https://docs.maiagent.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.maiagent.ai/maiagent-user-guide/en/conversations/web-chat/website.md).

# Integrate with Platform: Website

## <mark style="color:blue;">I. Open the Settings Page</mark> <a href="#navigate-to-settings" id="navigate-to-settings"></a>

### 1. Path 1: Add a Web Customer Service Chat <a href="#path-add-web-chat" id="path-add-web-chat"></a>

In the left menu, click “<mark style="color:blue;">Customer Service Chat > Chat Platforms</mark>,” click “<mark style="color:blue;">+ Integrate Chat Platform</mark>” in the upper-right corner, and select “<mark style="color:blue;">Website</mark>.”

### 2. Path 2: Access a Chat Platform Associated with an AI Assistant <a href="#path-ai-agent-link-channel" id="path-ai-agent-link-channel"></a>

In the left sidebar, go to <mark style="color:blue;">AI Features</mark> → <mark style="color:blue;">AI Assistants</mark>, select the assistant you want to configure, and switch to the <mark style="color:blue;">Chat Platforms</mark> tab. Find the website chat platform you want to adjust, then click <mark style="color:blue;">Platform Settings</mark>.

<figure><img src="https://1360999650-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6v6TNkkOQVfRYfcNirHL%2Fuploads%2Fgit-blob-b8489ca6969c2a5473b72ee019bf07d539d1ca45%2Fai-agent-channel-platform-settings-prod.png?alt=media" alt="The Chat Platforms tab for an AI Assistant, with a Platform Settings button on each platform card"><figcaption><p>Click “Platform Settings” on the AI Assistant's Chat Platforms tab.</p></figcaption></figure>

After completing the settings, click <mark style="color:blue;">Back to AI Assistant Settings</mark> at the top of the page to return to the original assistant's <mark style="color:blue;">Chat Platforms</mark> tab. This return option remains available when switching between <mark style="color:blue;">Basic</mark>, <mark style="color:blue;">Quota</mark>, and <mark style="color:blue;">Auto-Reply Settings</mark>.

<figure><img src="https://1360999650-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6v6TNkkOQVfRYfcNirHL%2Fuploads%2Fgit-blob-9dc1869d16658968ef1f594d157bd5045fda1b3c%2Finbox-back-to-ai-agent-settings-prod.png?alt=media" alt="The Back to AI Assistant Settings button at the top of the chat platform settings page"><figcaption><p>After completing the settings, return directly to the original AI Assistant settings page.</p></figcaption></figure>

{% hint style="info" %} <mark style="color:blue;">Back to AI Assistant Settings</mark> is displayed only when you access the page from the AI Assistant's <mark style="color:blue;">Chat Platforms</mark> tab. If you access it directly from <mark style="color:blue;">Chat Platforms</mark> in the left menu, the page retains its original navigation.
{% endhint %}

#### Use Case: Return to the Assistant After Updating Website Customer Service <a href="#scenario-return-to-agent" id="scenario-return-to-agent"></a>

A customer service manager needs to update the website customer service settings for the “Product Consultation Assistant.” She clicks <mark style="color:blue;">Platform Settings</mark> on this AI Assistant's <mark style="color:blue;">Chat Platforms</mark> tab. After making the changes, she clicks <mark style="color:blue;">Back to AI Assistant Settings</mark> to return to the same assistant's chat platform list and continue checking other customer service channels, without having to find the assistant again in the AI Assistant list.

### 3. Path 3: Chat Platform Operations <a href="#path-channel-management" id="path-channel-management"></a>

In the left sidebar, go to “<mark style="color:blue;">Customer Service Chat > Chat Platforms</mark>,” select the AI Assistant you want to configure, and click the “<mark style="color:blue;">Operations</mark>” icon to open the chat platform configuration.

## <mark style="color:blue;">II. Basic Settings</mark> <a href="#basic-settings" id="basic-settings"></a>

The five categories in the “General” group of the “Basic” tab each have a dedicated page with detailed instructions:

### 1. Basic Settings <a href="#general-settings" id="general-settings"></a>

For the platform name, AI Assistant, return URL, custom domain, allowed embed domains, public access URL, and three embedding methods, see [Basic Settings](/maiagent-user-guide/en/conversations/platform-settings/basic-settings.md).

#### Allowed Embed Domains <a href="#allowed-embed-origins" id="allowed-embed-origins"></a>

For how the embed allowlist works, setup steps, and a pre-enablement checklist, see [Basic Settings: Allowed Embed Domains](/maiagent-user-guide/en/conversations/platform-settings/basic-settings.md#allowed-embed-origins).

### 2. Appearance Settings <a href="#appearance-settings" id="appearance-settings"></a>

For the logo, avatar, display settings, and light/dark theme colors, see [Appearance Settings](/maiagent-user-guide/en/conversations/platform-settings/appearance-settings.md).

### 3. Feature Settings <a href="#feature-settings" id="feature-settings"></a>

For enabling the platform, allowing file uploads, cited documents, OCR, tool display mode, question-set option display mode, and AI awareness settings, see [Feature Settings](/maiagent-user-guide/en/conversations/platform-settings/function-settings.md).

### 4. Interaction Settings <a href="#interaction-settings" id="interaction-settings"></a>

For the greeting, conversation starter questions, including greeting options in the Agent context, conversation display settings, satisfaction surveys, and quota-exhausted messages, see [Interaction Settings](/maiagent-user-guide/en/conversations/platform-settings/interaction-settings.md).

#### Include Greeting Options in the Agent Context <a href="#include-greeting-in-context" id="include-greeting-in-context"></a>

For differences before and after enabling it, use cases, and important notes, see [Interaction Settings: Include Greeting Options in the Agent Context](/maiagent-user-guide/en/conversations/platform-settings/interaction-settings.md#include-greeting-in-context).

### 5. Login Settings <a href="#login-settings" id="login-settings"></a>

**Configure the SSO Login Source**

* MaiAgent currently supports SSO (Single Sign-On) through Keycloak integration
* Switch the source using the “<mark style="color:blue;">Login Source</mark>” dropdown menu
* Select Maiagent or Keycloak as the authentication method

**Passwordless Chat from an Embedded Client**

If you embed Web Chat on your website and users are already logged in there, enable “<mark style="color:blue;">Allow Passwordless Chat from Embedded Clients Using Source ID</mark>” so they can start chatting immediately. For setup and signature integration instructions, see [Passwordless Chat Using a Contact Source ID](/maiagent-user-guide/en/conversations/web-chat/source-id-access.md).

## <mark style="color:blue;">III. Auto-Reply Settings</mark> <a href="#auto-reply-settings" id="auto-reply-settings"></a>

You can configure when the bot replies here.

* Click the toggle next to a date to select the days of the week on which replies are sent.
* Set a time period by selecting its start and end times.
* To configure multiple time periods, click “<mark style="color:blue;">+ Add Time Period</mark>,” then set the period.


---

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