Personalizing AI Agent

The Personalize and publish section allows users to customize and fine-tune various aspects of the AI Agent to align with business needs and branding. Users can update general settings such as the AI Agent’s name, colors, greetings, and icons to ensure a consistent user experience. Additionally, the chat interface can be modified to reflect the desired look and brand identity. Through this section, the AI Agent can also be embedded on websites and portals to help customers with their queries.

A preview of the AI Agent chat widget is available while configuring these settings.

Chat Interface Settings

To configure look and feel:

  1. Create an AI Agent.

  2. On the Personalize and Publish step, navigate to Look & Feel.

  3. From this section, provide or edit details for the following fields:

    1. Display name of your AI Agent: Rename the AI Agent by typing a new name.

    2. Language: Displays the language selected while creating the AI Agent. This field cannot be modified.

    3. Widget Color Theme: Select one of the available widget theme presets: Magenta, Blue, or Green. You can select the Custom theme, to add custom colors to the different elements:

      • Background color of the top title bar: Choose a different color for the AI Agent from the color picker.

      • Color for interactive elements including buttons, links, user message box, and status animation: Choose a color for the stated elements.

      • Background Color: Choose the color for the chat widget background color.

    4. Default Theme for KB Portals: The knowledge portal source when accessed by the user uses the theme information provided here. The default value is Ombre. This setting is displayed only when you select the eGain Knowledge system as a source.

    5. Icon to launch and represent the AI Agent: Click the Add Add button to upload a launcher icon. 

    6. Defines the style or voice of your AI Agent’s responses: From the dropdown select one of the available styles for your AI Agent: Professional, Casual, or Friendly.

    7. Initial message displayed when the AI Agent starts chat with the customer: From this field, you can edit the first message the AI Agent sends to the customers. 

    8. Additional instructions: Enter additional instructions to improve the quality of responses by providing additional background about your business. 

Publishing AI Agent

To publish the AI Agent:

  1. Create an AI Agent.

  2. During  the Personalize and Publish step, navigate to Embed.

  3. From the What website do you want to put the AI Agent on? field, provide the name of the website where you want to embed the AI Agent. 

  4. Click the Add Domain button. 

  5. Follow the instructions for the standalone widget as displayed on the UI.

  6. You can also chat with the AI Agent using the link provided in this section.

  7. Once you are done configuring the AI Agent, click the Proceed to Next Step button.