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Public AI Chat

Enable website visitors to chat with an AI assistant powered by your Site's content. Public AI Chat provides a conversational interface that answers questions based on the documents and content in your Clear Ideas Site.

Purpose

This document explains how to configure Public AI Chat settings for your Site. It covers all configuration options including AI behavior customization, lead capture, voice chat, and styling options.

Scope

Covered

  • Public AI Chat configuration and settings
  • Access key creation and management
  • AI behavior customization options
  • Lead capture configuration
  • Voice chat setup
  • Styling and UI customization

Not Covered

Prerequisites

  • Owner or admin role on the Site
  • Site with content to power the chat
  • Public AI Chat enabled in site settings

Required Settings

Enable Public AI Chat

Turn on Public AI Chat for your Site. When enabled, visitors can interact with an AI assistant that uses your Site's content to answer questions.

Allowed Origins

Specify the website origins (URLs) where the public chat can be embedded. Each origin must include the protocol (http:// or https://). Supports wildcard subdomains.

Examples:

  • https://yourdomain.com
  • https://www.yourdomain.com
  • https://*.yourdomain.com (all subdomains)

At least one allowed origin is required when Public AI Chat is enabled. This ensures only authorized websites can embed your public chat.

Basic Configuration

Public AI Chat Widget Interface

Chat Name

The name of your chat assistant that appears to visitors. Used in the initial greeting and throughout conversations. Default: "Clear Ideas Public AI Chat Bot"

Character limit: 50 characters

Chat Tagline

A short tagline or subtitle displayed alongside the chat name. Use this to provide additional context or branding.

Character limit: 75 characters

Hero Greeting

A prominent greeting message shown when the public chat first opens. This can be more detailed than the initial greeting and helps set expectations for visitors.

Character limit: 30 characters

Initial Greeting

The first message shown to visitors when they start a chat. Use the {{chatName}} variable to insert the chat name dynamically.

Example: "Hi, I'm {{chatName}}. How can I help you today?"

Character limit: 200 characters

Enabled Tools

Controls which capabilities the AI has access to during conversations. Only enabled tools will be available.

Available Tools:

  • Retrieve Context: Search and retrieve relevant content from your Site (required)
  • Lead Capture: Collect visitor contact information (required)

Both tools are required and cannot be disabled. They ensure the chat can access your content and capture leads when appropriate.

User Experience Features

Hello Bubble

A tooltip bubble that appears on the floating action button (FAB) after initialization to welcome visitors and encourage interaction. The bubble includes sound and animation to get attention.

Enable Hello Bubble: Toggle to enable or disable the hello bubble feature.

Bubble Text: Text shown in the tooltip bubble. Use this to welcome visitors and encourage them to ask questions.

Character limit: 150 characters

Delay (seconds): Number of seconds to wait after initialization before showing the bubble. Default is 5 seconds. Range: 0-60 seconds.

Behavior: The bubble only appears once per user (tracked in browser storage). It automatically dismisses after 10 seconds or when the user interacts with the FAB.

Disclaimer Text

Custom disclaimer text displayed at the top of the chat view. If left empty, the default disclaimer ("This is an AI assistant and may make mistakes. Please verify important information.") will be shown. The warning triangle icon is always displayed.

Character limit: 200 characters

Note: This replaces the default disclaimer text but maintains the same visual styling and icon.

Disclaimer Dialog

A modal dialog shown when the chat first opens. Useful for important disclaimers, terms of use, or privacy notices. The dialog covers the entire chat widget and must be dismissed with the OK button.

Enable Disclaimer Dialog: Toggle to enable or disable the disclaimer dialog feature.

Dialog Text: Text shown in the modal dialog. This will be scrollable if the content is long.

Character limit: 1000 characters

Behavior: The dialog only appears once per user (tracked in browser storage). Once dismissed, it will not appear again for that user.

AI Behavior Customization

Brand Voice

Instructions that define how the AI should communicate. Specify tone, style, formality level, and personality to match your brand.

Example: "Friendly, professional, and concise. Use simple language and avoid jargon. Always be helpful and empathetic."

Character limit: 500 characters

Audience

Description of your target audience to help the AI tailor responses appropriately. The AI adjusts language, examples, and explanations based on this setting.

Example: "Small business owners with limited technical knowledge" or "Enterprise IT administrators"

Character limit: 200 characters

Answer Length

Preferred length for AI responses. Choose from:

  • Brief: Short, concise answers
  • Concise: Moderately detailed responses
  • Detailed: Comprehensive explanations
  • Comprehensive: Extensive, thorough responses

Terminology

Custom terms or phrases the AI should use consistently. Helps maintain consistent language across your brand.

Example: Add terms like "AI Assistant", "Knowledge Base", or "Support Portal" to ensure consistent terminology in responses.

Content and Context Control

Disallowed Topics

Topics the AI should avoid or decline to discuss. The AI will politely redirect conversations away from these topics.

Example: Add topics like "pricing", "refunds", or "competitor comparisons" to prevent the AI from discussing sensitive areas.

Lead Capture Configuration

URL to a meeting scheduler or calendar booking page. Can be included in lead capture responses or follow-up messages.

Example: https://calendly.com/yourcompany/demo

Notification Users

Users to receive notifications when a lead is captured. Only site admins and the site owner can be selected. Maximum of 10 users.

When a visitor provides their information via the lead capture tool, all selected users receive notifications immediately.

Voice Chat Configuration

Enable voice-based Q&A functionality for visitors who prefer speaking over typing. Voice chat allows visitors to record audio messages and receive audio responses from the AI assistant.

Enable Voice Chat

Turn on voice chat functionality. When enabled, visitors can use their microphone to interact with the AI.

Important Requirements: To enable voice chat, you must complete both steps:

  1. Enable voice chat in settings: Turn on the "Enable Voice Chat" option in the Voice Chat Configuration section above
  2. Create an access key with voice scope: Create an access key that includes the public_chat:voice scope (see Access Keys section below)

Both settings are required. Enabling voice chat in settings alone is not sufficient—the access key must also have the correct scope.

Note: Voice chat requires user consent for microphone access. Visitors must grant permission when prompted by their browser.

Text-to-Speech Voice

Select the voice used for converting AI text responses to audio. Choose from different voice options to match your brand personality:

  • Alloy: Balanced, neutral voice
  • Echo: Clear, confident voice
  • Fable: Warm, expressive voice
  • Onyx: Deep, authoritative voice
  • Nova: Bright, energetic voice
  • Shimmer: Soft, gentle voice

Public AI Chat Styling and UI Configuration

Accent Color

Primary accent color for the public chat interface. Can be specified as hex (e.g., #2866cf) or RGB (e.g., rgb(40, 102, 207)).

Theme Mode

Color theme mode for the public chat:

  • System: Automatically match the user's system preference (default)
  • Light: Always use light theme
  • Dark: Always use dark theme

Quick links that appear in the public chat when it opens. Maximum of 4 links. Each link includes:

  • Title: Display text for the link (required, 50 character limit)
  • Description: Additional context or description (optional, 75 character limit)
  • URL: Full URL to navigate to (must start with http:// or https://)

Use quick links to direct visitors to important pages like documentation, support, or contact forms.

Access Keys

Public AI Chat requires an access key for authentication. Access keys control which features are available and must have the correct scopes for the features you want to use.

Access Key Scopes

Access keys use scopes to control permissions. Each scope enables specific functionality:

public_chat:send: Required for text chat functionality. Allows sending text messages and initializing chat conversations. This scope is required for all Public AI Chat implementations.

public_chat:voice: Required for voice chat functionality. Allows sending voice messages and receiving audio responses. This scope must be included in addition to public_chat:send if you want to enable voice chat.

Important: To enable voice chat, you must:

  1. Enable voice chat in Public AI Chat settings (Voice Chat Configuration section)
  2. Create an access key that includes the public_chat:voice scope

You can include both scopes in a single access key to support both text and voice chat, or create separate keys for different features.

Creating an Access Key

  1. Navigate to Site Settings > Public AI Chat Settings
  2. Scroll to the Public AI Chat Access Keys section
  3. Click Create Access Key
  4. Select the scopes you need:
    • Text Chat: Select public_chat:send (required for all implementations)
    • Voice Chat: Select public_chat:voice (required if voice chat is enabled)
  5. Click Create Access Key
  6. Copy the key immediately—this is the only time it is shown in full

Managing Access Keys

View all access keys for your Site. Each key shows:

  • Name: Descriptive name for the key
  • Scopes: Which permissions the key has (Text Chat, Voice Chat, or both)
  • Status: Active, Expired, or Revoked
  • Created: When the key was created
  • Last Used: When the key was last used (if applicable)
  • Expires: Expiration date (if set)

Actions Available:

  • View Installation Code: See the code snippet for embedding the public chat
  • Revoke: Immediately disable access for a compromised or unused key

Store access keys securely. Treat them like passwords and rotate regularly.

Best Practices

Allowed Origins: Add all domains and subdomains where you plan to embed the public chat. Use wildcards for subdomains when possible.

Chat Name and Greetings: Use clear, friendly language that matches your brand. Test different greetings to see what resonates with your audience.

Brand Voice: Be specific about tone and style. Provide examples of how you want the AI to communicate.

Disallowed Topics: Identify sensitive topics early and add them to prevent unwanted conversations.

Lead Capture: Configure notification users before enabling lead capture. Ensure team members are ready to respond to leads promptly.

Voice Chat: Test voice chat functionality across different browsers and devices. Remember that users must consent to microphone access.

Styling: Choose an accent color that matches your website's design. Test both light and dark themes to ensure readability.

Access Keys: Create separate access keys for different environments (development, staging, production). Rotate keys regularly for security.