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Step 3 of 5

Set assistant instructions

Write and preview how the assistant should answer, escalate, and stay on brand before setting the widget appearance.

Save instructionsShape the assistant’s tone, boundaries, escalation rules, and approved behaviour.

Production setup journey

Add website → import knowledge → set instructions → install widget → test chat / go live

Each step now follows the real launch sequence: knowledge and instructions come before answer testing.

  1. Add websiteConfirm the public domain visitors will use.Pending
  2. Import knowledgeAdd public pages or a sitemap before testing answers.Pending
  3. Set instructionsTell the assistant how to answer, escalate, and stay on brand.Pending
  4. Install widgetSet appearance, copy the public snippet, and check detection.Pending
  5. Test chat / Go liveRun a safe preview, then confirm launch readiness.Pending

Assistant setup

Current assistant name, greeting, and instruction save status for this website. Use this as the quick confidence check before reviewing version history.

Status
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Assistant instructions

Write the assistant's behaviour once, then save. Use the template only as a starting point.

Start from a template

Edit instructionsSource text
Formatted outputWhat the saved instructions look like

Edit on the left; the right-hand output renders the saved formatting clearly so you can check the final structure before saving.

Version history

Historical rows. Rollback creates a new latest version.

Versioned, rollback-safe
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