Aimdoc

Configuration

The Configuration tab is your control center for how the agent behaves and interacts with visitors.

Chat Settings

Control how your agent greets and interacts with visitors.

Welcome Message

Your welcome message is the first thing visitors see when the chat opens. Make it inviting and relevant.

  • Example: "Welcome to Aimdoc! How can I help you today?"

Pop-up Message

Grab attention even when the chat widget is collapsed. This message appears next to the minimized widget icon.

  • How to Enable: Toggle Pop-up Message to On.
  • Keep messages short (max 80 characters).

Contextual Pop-ups

AI-generated messages tailored to the page your visitor is currently viewing.

  • How to Enable: Toggle Contextual Pop-ups to On.
  • You can modify generated pop-ups in the Knowledge tab (under specific pages).

Auto-open

Make the chat widget automatically open after a specified duration.

  • How to Enable: Toggle Auto-open to On.
  • Duration: Set delay in seconds (e.g., 5).

GDPR Opt-In

Require visitors to opt-in before starting a conversation.

  • How to Enable: Toggle GDPR Opt-In to On.
  • Recommended for visitors in the EU.

Context & Navigation

Enhanced context features and navigation capabilities.

Visitor Location

Enable location-based context for more personalized responses (e.g., timezone-aware scheduling).

Page Awareness

Enable the agent to understand and reference the content of the specific page the visitor is currently viewing.

Smart Navigation

Allow the agent to navigate visitors to relevant pages on your website during the conversation (e.g., redirecting to a pricing page when asked about cost).

Direct visitors to helpful resources right from the chat window. Links display in the side panel of the agent screen.

Conversation Starters

Kickstart conversations with predefined questions.

Default Starters

Set frequently asked questions to reduce typing friction (e.g., "What is your pricing?").

Contextual Starters

When enabled, visitors see page-specific starters based on the content they're viewing. Aimdoc generates these automatically during training.

AI Follow-ups

Automatically generate follow-up questions to keep the conversation going and drive engagement.

Escalation Buttons

Configure buttons that help escalate or redirect conversations when needed. These allow visitors to proactively trigger specific actions, such as connecting to a human agent.

Escalation Buttons

Common Examples

"Talk to Sales"

  • Purpose: Connect visitors directly to a sales rep.
  • Tip: Enable on high-intent pages to convert leads faster.

"Regenerate"

  • Purpose: Allow visitors to request a revised response if they aren't satisfied with the first one.

Configuring Escalations

  1. Click Add escalation button.
  2. Label the button (e.g., "Speak to a Human").
  3. Choose the action (e.g., Notify Sales, Live Chat Handover).

Security

Rate Limiting

Protect your agent from abuse by limiting message frequency.

  • Example: Limit to 20 messages every 240 seconds.

Rate Limit Message

Customize the message displayed when a visitor hits the limit.

Disclaimer Message

Display a custom message (e.g., legal disclaimer) when users start a chat.

Privacy Policy Link

Add a URL to your privacy policy, which will be linked in the disclaimer.

Visibility

Configure when and where your agent should appear on your website.

Visibility Rules

Set up conditional rules to show or hide your agent based on URL patterns.

  • Example: Hide if URL contains "/investors"

Was this page helpful?