Settings and instructions

Turn the assistant on, connect your documentation and tell it how to answer.

Assistant settings are in Settings › Assistant.

Before you start

The assistant needs two things:

An AI key. Add an OpenRouter API key in Settings › Business › AI (OpenRouter). The assistant's AI use is billed to that key.
A documentation site that publishes llms.txt or llms-full.txt. These files list your pages in a form AI can read. Most documentation platforms create them for you.

Go to Settings › Assistant.
In Docs site, enter the address of your documentation, such as https://docs.example.com. The page shows how many pages it found.
Under Channels, choose Website chat, Email or both.
Turn on Answer first with the assistant and click Save.

From then on, new conversations on those channels go to the assistant first.

Setting	What it does
Name shown to customers	The name on the assistant's replies.
Max answers	How many answers the assistant gives in one conversation before it hands off, from 1 to 10.
Always hand off	Topics the assistant never answers, separated by commas, such as `refunds, legal`.
Instructions	Rules for every answer, such as tone, product facts and what not to promise. Up to 2000 characters.
Use customer facts in answers	Lets the assistant use the customer's recent activity, and their account and billing once their email is verified.

Before you save a change, you can try it out. See Test on past conversations.

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