Integrate Chat Platform: Website

1. Access Settings Page

1. Path 1: Add Website Customer Service Conversation

Click on the left menu "Customer Service Conversation > Conversation Platform", click the "+ Integrate Conversation Platform" button in the upper right corner, and select the platform "Website"

2. Path 2: AI Assistant Associated Conversation Platform

Access the left menu "AI Features > AI Assistant", select an AI Assistant, click the "Actions" icon, then click "Associated Conversation Platform" for "Web XX Assistant"

Click the settings button

3. Path 3: Conversation Platform Actions

In the left menu "Customer Service Conversation > Conversation Platform", select the AI Assistant you want to configure, click the "Actions" icon to enter the conversation platform configuration.

2. Basic Settings

1. Basic Settings

Set Platform Name

• Enter the AI Assistant name you want to display on the website in the "Platform Name" field

• For example: "Customer Service Helper", "Smart Assistant", etc.

Platform name display

Select AI Assistant

• Select the AI Assistant you want to use from the "AI Assistant" dropdown menu

• This determines which AI Assistant the chatroom will use to answer questions

Set Return URL

• Enter your company website URL in the "Return URL" field

• When users click the return button in the chatroom, they will be redirected to this URL

Obtain and Use Public URL

• The system will automatically generate a "Public Access URL"

• You can:

  • Click the "Copy" button to copy the URL

  • Click the "Visit" button to open the chatroom in a new window

  • Click the "Embed" button to get the embed code

  • Click the "Embed Preview" button to preview the embed effect

Embed method selection

Preview embed

After adding the return URL, it will display in the background when returning to the previous page

2. Appearance Settings

Upload Company Logo

• Click the upload button in the "Logo" area

• Select your company logo image file

• After uploading, a preview will be displayed, and you can click delete to re-upload

Logo setting display

Upload AI Assistant Avatar

• Click the upload button in the "Avatar" area

• Select an appropriate avatar image

• After uploading, a preview will be displayed, and you can click delete to re-upload

Set Color Theme

• Click the "Theme Color" picker to select the color of the chatroom window title

• Click the "Title Font Color" picker to set the title text color

• Click the "AI Assistant Response Background Color" picker to set the background color of AI reply messages

Enable Theme Switching

• Toggle the "Theme Mode Switch" to the on position

• Users can switch between light and dark themes

Avatar, color theme, dark theme example

3. Function Settings

Set Enable/Disable

• Configure whether the conversation is enabled for service

Turn off enable switch

Set File Upload

• Toggle the "Allow File Upload" switch to the on position

• Users can then upload files for AI analysis, such as images, documents, etc.

Enable allow file upload

Set Citation Document Display

• Toggle the "Show Citation Documents" switch to the on position

• When the AI answers, it will display reference source documents

Set Allow Citation Document Download

• Toggle the "Allow Citation Document Download" switch to the on position

• Users can download the document content cited by the AI Assistant in the conversation

Enable Show Citation Documents and Allow Citation Document Download

Set Show Tools Used and Results

• Toggle the "Show Tools Used and Results" switch to the on position

• The system will indicate that processing is ongoing through MCP or API operations

Show tools used and results

4. Interaction Settings

Set Opening Message

• Enter a welcome message in the opening message input box

• For example: "Hello! I'm your intelligent customer service, how can I help you?"

• Click the "Add" button to add the opening message to the list

• You can add multiple opening messages, and the system will randomly select one

• To delete, click the delete button on the right side of the corresponding item

Set Conversation Starter Questions

• Enter default questions in the "Conversation Starter Questions" input box

• For example: "How do I apply for a return?", "What are the business hours?"

• Click the "Add" button to add the question to the list

• These questions will be displayed as quick options for users to click

• To delete, click the delete button on the right side of the corresponding item

Opening message and conversation starter questions

5. Login Settings

Set SSO Login Source

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

• Switch in the "Login Source" dropdown menu

• Choose to use Maiagent or Keycloak as the authentication method

3. Auto-Reply Settings

You can set the bot's reply time periods here.

• Click the switch button next to the date: Select which days of the week to reply.

• Set time period: Select the start time and end time.

• Add time period: If you have multiple time periods to set, press "+ Add Time Period" to add and configure time periods.