For the complete documentation index, see llms.txt. This page is also available as Markdown.

Connect a Messaging Platform: Website

1. Option One: Add a Website Support Conversation

In the left menu, click “Customer Conversations > Conversation Channels”, click “+Connect Conversation Channel” in the upper-right corner, and select “Website”.

In the left sidebar, go to AI Features → AI Assistants, select the assistant you want to configure, and switch to the Conversation Channels tab. Find the website conversation channel you want to adjust and click Channel Settings.

The AI assistant's Conversation Channels tab, with a Channel Settings button on each channel card
Click Channel Settings on the AI assistant's Conversation Channels tab.

After configuring the channel, click Back to AI Assistant Settings at the top of the page to return to the original assistant's Conversation Channels tab. This return link remains available when switching between Basic, Quota, and Auto-reply Settings.

Back to AI Assistant Settings button at the top of the channel settings page
After configuring the channel, return directly to the original AI assistant's settings page.

Back to AI Assistant Settings appears only when you enter from the AI assistant's Conversation Channels tab. If you enter directly through Conversation Channels in the left menu, the page retains its original navigation.

Usage Scenario: Return to the Assistant After Adjusting Website Support

A support manager needs to update the website support settings for the Product Inquiry Assistant. She clicks Channel Settings on that AI assistant's Conversation Channels tab. After making changes, she clicks Back to AI Assistant Settings to return to the same assistant's channel list and check other support entry points, without finding the assistant again in the assistant list.

3. Option Three: Conversation Channel Actions

In “Customer Conversations > Conversation Channels” in the left sidebar, select the AI assistant you want to configure and click the “Actions” icon to open the conversation channel configuration.

2. Basic Settings

The five categories in the General group on the Basic tab each have a dedicated page with details:

1. General Settings

For the channel name, AI assistant, return URL, custom domain, allowed embedding domains, public access URL, and three embedding methods, see General Settings.

Allowed Embedding Domains

For how the embedding allowlist works, setup steps, and the checklist before enabling it, see General Settings: Allowed Embedding Domains.

2. Appearance Settings

For the logo, avatar, display settings, and light/dark theme colors, see Appearance Settings.

3. Feature Settings

For enabling the channel, allowing file uploads, document citations, OCR, tool display mode, question set option display mode, and AI awareness settings, see Feature Settings.

4. Interaction Settings

For greetings, conversation starter questions, including greeting options in Agent context, conversation display settings, satisfaction surveys, and quota exhaustion messages, see Interaction Settings.

Include Greeting Options in Agent Context

For behavior before and after enabling this option, applicable scenarios, and considerations, see Interaction Settings: Include Greeting Options in Agent Context.

5. Login Settings

Configure the SSO Login Provider

  • MaiAgent currently supports SSO (Single Sign-On) through Keycloak integration.

  • Switch providers using the “Login Provider” dropdown.

  • Select Maiagent or Keycloak as the authentication method.

Conversation Access Without Login from the Embedding Site

If you embed Web Chat in your own website and users have already logged in to your site, enable “Allow Conversation Access Without Login via Source ID from the Embedding Site” so they can chat directly. For setup and signature integration instructions, see Conversation Access Without Login via Contact Source ID.

Use the Keycloak Login Identity to Call Tools

When Keycloak is selected as the login provider, enable “Use Keycloak Login Identity to Call Tools” to automatically include the visitor's own Keycloak login credentials when the AI assistant calls MCP/API tools. For setup and considerations, see Use the Keycloak Login Identity to Call Tools.

3. Auto-reply Settings

Configure the time periods when the bot replies here.

  • Click the toggle next to each day to select which days of the week the bot replies.

  • Set a time period: choose the start and end times.

  • Add a time period: if you need multiple periods, click “+Add Time Period” and configure the new period.

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