Web Chat Overview
I. What is WebChat?
You can embed AI assistants created in MaiAgent into your website to provide real-time customer service or other conversations. Web Chat features responsive design that adapts perfectly across desktop, tablet, and mobile devices.
MaiAgent currently offers two embedding options:
1. Website Bottom-Right Embedding
Embedded in website services as a built-in intelligent assistant
Does not interfere with normal browsing, available whenever needed
Suitable for general customer service and inquiries
2. Full-Screen Embedding
Provides complete conversation experience
Suitable for complex consultation and service processes
Customizable design to meet enterprise needs
This design brings:
Immediacy: Visitors get professional answers instantly without waiting, improving user experience
Convenience: Bottom-right floating design doesn't interfere with normal browsing, available when needed
Cost-effectiveness: AI assistant provides 24/7 service, significantly reducing labor costs
Professional image: Demonstrates enterprise technological capabilities and service quality
II. Creating Enterprise-Styled Web Chat Services
MaiAgent provides customization features including LOGO, avatar, Q&A theme colors to help you create enterprise-styled Web Chat services
You can customize your Web Chat appearance through:
Choosing assistant display name
Uploading your enterprise LOGO
Selecting AI assistant avatar
Choosing Web Chat theme color
Selecting AI assistant reply message background color
This allows you to create Web Chat services matching your enterprise color scheme needs
III. Message Customization
When first entering the Web Chat service, you can freely set your AI assistant's opening message based on different scenarios.
1. Opening Message Customization
Branded Greeting
Setting: "Welcome to our website! I'm your dedicated customer service assistant" to demonstrate professional enterprise image and friendly service attitude
Guided Opening
Setting: "I can help you query product information, answer usage questions, and assist with order processing" to clearly inform users of available services and build trust in service capabilities
2. Guided Initial Questions
Set "Conversation Start Questions" as quick options
Users can click common questions without typing
Example questions:
"How to view ordered items?"
"How to place an order"
"Membership points rules"
"Business hours"
Users can start conversations by clicking initial questions, accelerating Q&A process:
IV. Diverse Q&A Content
1. Multi-language Support
Responds according to user's language, eliminating communication barriers.
Auto-detection: Selects assistant's reply language based on user input
Manual switching:
Use Web Chat interface to select language, see: Multi-language Support：Web Chat Settings.
Use Web Chat initialization script (javascript) to specify AI assistant reply language, see: Technical Manual—Web Chat Initialization.
2. Multi-modal Q&A
Besides text Q&A, AI assistant supports various file uploads:
Spreadsheets: .xls, .xlsx, .csv, .ods
Word processing documents: .doc, .docx, .odt, .pdf, .md, .txt
Presentation files: .ppt, .pptx, .odp
Web documents: .html, .htm
Data formats: .json, .jsonl
Audio files: .wav, .mp3
Image Content Processing
Image Recognition and Analysis
Upload image analysis: Users can upload product images for AI automatic identification and related information
Screenshot processing: Supports screenshot analysis for problem-solving
Image description: Automatically generates image content descriptions and related suggestions
Image Reply Function
Product image display: Includes product images in replies
Operation guide images: Provides step-by-step operation screenshots
Examples:
When users ask where to set up MaiAgent assistant, assistant responds with setup screen images
When users share screenshots to confirm paths, assistant correctly analyzes and responds
Document Processing Capabilities
Supported Document Formats
PDF documents: Automatically analyzes PDF content and answers related questions
Word documents: Processes .doc/.docx format files
Excel spreadsheets: Analyzes spreadsheet data and provides insights
PowerPoint presentations: Extracts presentation content and answers questions
Document Interaction Features
Document content query: Answers specific questions based on uploaded documents
Data analysis: Automatically analyzes table data and provides statistical information in table format
Document summary: Generates key content summaries for long documents
Example 1: Ask AI assistant to present data in table format and provide reference links
Example 2: Ask assistant to analyze sales content and provide table analysis
Example 3: Upload docx file and ask assistant to analyze CV writing issues
AI assistant always replies in Markdown format, organizing response content in an orderly manner.
V. History Memory and Conversation Sharing
1. Conversation History Memory
To provide continuous service experience, WebChat automatically remembers user conversation history, building each conversation on previous foundations.
Memory Content Range
Conversation content: Complete Q&A records, including text, images, documents
Service status: Unfinished queries, pending issues
Users can view past conversation records or start new conversations in Web Chat's left sidebar
Memory function can be used for:
Continuous consultation: When users ask "What was the tent model recommended last time?", AI can instantly recall and answer
Progress tracking: When users say "Continue last order query", AI automatically retrieves relevant information
Personalized service: Provides more precise recommendations based on conversation history
2. Conversation Sharing
When wanting to share AI assistant consultations with friends or colleagues, or when internal teams need to collaborate on customer issues, use MaiAgent service to generate conversation share links:
Shared Content
Complete conversation records: Including all text, images, documents
Conversation summary: Automatically generated key points
Related resources: Product links, documents mentioned in conversation
Conversation record sharing can be used for:
Customer sharing: "This camping equipment recommendation is great, sharing with hiking club"
Internal collaboration: Customer service sharing complex issues with technical support team
Training purposes: Sharing typical conversation cases as employee training materials
VI. Choose Whether to Display Tools Used and Referenced Document Lists
1. Display Tools List
You can choose whether to let users see tools used by AI assistant during reasoning. If allowed, AI assistant will show following screen when generating replies:
You can track whether tools used by AI assistant are correct through this list.
2. Display Referenced Document List
Each AI answer automatically generates referenced document list, clearly marking information sources to increase answer credibility and traceability.
Display Settings
Enterprises can set whether to show users tool lists and referenced document names based on needs. If display is enabled, following list appears at bottom of AI assistant's response. Click "Reference Node" to see referenced document segments:
Choose whether to publicize reference information based on different usage scenarios:
Public customer service: Show all reference information to build trust
Internal support: Hide sensitive documents to protect confidential information
Educational institutions: Show learning resources for student reference
VII. Conversation Permission Protection - Secure and Controlled Conversation Environment
1. Login Function Settings
Forced Login Mechanism
To ensure conversation content security and controllability, enterprises can enable login function requiring users to login before using AI assistant service. After setup, visitors clicking WebChat will first enter login page, only logged-in users can start conversations with AI assistant
Security Advantages
Identity verification: Ensures each conversation user has clear identity
Permission control: Provides corresponding service content based on user identity
Conversation tracking: Complete record of each user's conversation history
Data protection: Prevents unauthorized users from accessing sensitive information
2. Three Login Methods
AD (Active Directory) Login
Applicable scenarios: Internal enterprise employee use, integrating existing AD system
Features: Single Sign-On (SSO), no additional account management needed
Setup method: Configure AD server connection information and sync rules
Practical application: Employees login directly with company accounts, automatically gaining corresponding permissions
Keycloak Login
Applicable scenarios: Enterprises needing complex identity management, supporting multiple identity providers
Features: Supports OAuth2, SAML, OpenID Connect and other standard protocols
Setup method: Configure Keycloak server, user pools and identity providers
Practical application: Integrate user identities from multiple systems, unified permission management
MaiAgent Login
Applicable scenarios: Simple user management needs, quick deployment
Features: Built-in user management system, simple intuitive operation
Setup method: Create user accounts and permissions on MaiAgent platform
Practical application: Create dedicated login system for specific user groups
After enabling, following screen requiring login appears before starting conversation:
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