Customize your AI Insite to tailor its appearance & behavior to match your specific needs.
Access Insite Settings
- With Insite deployed, click the logo at the bottom right, for example:
- Click the gear icon (top right). The settings dialog appears:
Appearance
Customize the visual elements to align with your website's branding. You can modify elements like the icon, title, font, colors, and background image to align your AI Insite with your website's design.
Title Bar
You can personalize the title bar by customizing the icon and title displayed in the conversation window, aligning them with your website’s branding.
| Setting | Description |
| Title | Set a custom title that will appear alongside the icon in the title bar. |
Conversation Window
Customize the look and feel of the conversation window where users interact with Insite. In this section, you can adjust the font, text color, and various other elements to ensure the conversation window matches your website's design and is easy for users to read and engage with.
| Setting | Description |
| Font | The font used by your agent in the conversation window, supporting both standard system fonts and custom web fonts (e.g., Google Fonts). Ensure the font enhances readability and aligns with your design preferences. Note: Only a single font should be entered in the input field. |
| Font Color | The color of the text in the conversation window, specified using RGB or hex values. Choose a color that provides good contrast against the background for easy readability. Black (rgb(0, 0, 0) or #000000) or dark gray (rgb(169, 169, 169) or #A9A9A9) on a light background is generally a safe choice. |
| Accent Color | The RGB or hex value for the accent color used in the conversation window for icons and conversational shortcuts. |
| Border Color | The RGB or hex value for the border color of the conversation window. |
| Background Color | The RGB or hex value for the background color of the conversation window. |
| Background Image | The URL to an image (500x740) if you prefer to have an image instead of a solid color as the conversation window background. |
Minimized Agent Image
These settings enable you to customize how Insite appears when minimized on your website. You can use the default image or upload a custom one. You can also tweak the colors to ensure Insite aligns with your overall site aesthetics when minimized.
| Setting | Description |
| Use default image | Toggle this option to use the default minimized agent image or your custom image. |
| Foreground | The RGB or hex value for the foreground color of the minimized agent. |
| Background | The RGB or hex value for the background color of the minimized agent. |
| Use my image | Enter a URL for a custom minimized agent image. The recommended image size is 39x39 px. |
Avatar Images
This setting allows you to customize whether you want Insite to use the default avatar image or a custom image that you have uploaded. You can also set the foreground and background colors to ensure Insite's avatar aligns with your website's branding.
| Setting | Description |
| Use default image | Toggle this option to use the default avatar image or your custom avatar. |
| Foreground | The RGB or hex value for the foreground color of the default avatar. |
| Background | The RGB or hex value for the background color of the default avatar. |
| Use my image | Enter a URL for a custom avatar image. The recommended image size is 22x22 px. |
User
This setting enables you to customize whether you want Insite to use the default user image or a custom image that you have uploaded. You can also set the foreground and background colors to ensure Insite's user image aligns with your website's aesthetics.
| Setting | Description |
| Use default image | Toggle this option to use the default or custom user image. |
| Foreground | The RGB or hex value for the foreground color of the default user image. |
| Background | The RGB or hex value for the background color of the default user image. |
| Use my image | Enter a URL for a custom user image. The recommended image size is 22x22 px. |
Footer Bar
You can personalize the footer text displayed at the bottom right of Insite by customizing the text displayed in this area.
| Setting | Description |
| Footer | Set a custom text that will appear in the agent's footer area. |
Admin Mode Background
You can personalize the background image in Insite's admin mode.
| Setting | Description |
| Use default image | Set the background image to be a screenshot of your webpage |
| Use my image | Set the background image using any URL you provide. For the best results, use images with a 16:9 ratio. |
Behavior
Behavior settings allow you to refine how Insite communicates with your site visitors, ensuring a seamless and engaging experience.
Agent Answers Format
Customize the structure of Insite’s responses to match the communication style you prefer:
| Setting | Description |
| Short | Concise, single-paragraph answers for quick information delivery. |
| Long | Detailed, multi-paragraph answers for in-depth explanations. |
| Bulleted | Clear and organized bullet-point answers for easy readability. |
Typewriter (Effect) on Answers
Improve the delivery of Insite’s responses by adding a typewriter-style effect. This setting allows answers to appear incrementally, mimicking a typing animation:
| Setting | Description |
| Enabled/Disabled | Toggle the typewriter effect on or off for your agent’s answers. |
| Typewriter Speed |
Adjust the speed of the typing animation: Slow: Deliberate, slower typing; Normal: Balanced, moderate typing speed; Fast: Quick, rapid typing. |
Promote Skills
Boost engagement by promoting specific skills directly within the conversation window. Use this feature to draw attention to key actions like visiting a Landing Page or connecting with your sales or support team:
| Setting | Description |
| Add Skill Promotion | Select and promote a skill to site visitors. |
| Skill | Choose the skill you want to promote. |
| Button Label | Customize the text that appears on the promotion button. |
User Idle Skill
Keep visitors engaged even when they’re inactive. This setting allows you to define a skill that Insite will automatically trigger after a set period of user inactivity:
| Setting | Description |
| Idle Time (seconds) | Set the time of inactivity (in seconds) after which the idle skill will be triggered. |
| Skill to invoke | Choose the skill your agent will activate when the user becomes idle. |
Greeting
Customize how Insite greets visitors and initiates conversations with these settings.
User Greeting
Customize the greeting message displayed when a visitor first interacts with Insite. You can use HTML to format the message, insert images, and include dynamic content.
Conversation Starters
Add conversation starters to Insite. These prompts encourage visitors to engage with Insite right from the start.
| Setting | Description |
| Add Conversations Starter | Add short, example questions that a user might ask your agent. |
| Add Another Button | Click on the Add Another button to add conversation starters. Note: You can include up to four conversation starters. |
Brand Voice
Define and refine how Insite communicates to ensure it aligns with your organization’s tone and style. Craft a brand voice that resonates with your audience, using the brand voice examples feature to fine-tune Insite’s responses. A consistent and well-defined voice will enhance user experience and strengthen connections with your site visitors.
Enter Brand Voice Description
Use the main text box to describe your brand’s voice, guiding Insite to respond to visitors in a way that reflects your organization’s personality & values.
Add Brand Voice Examples
Add brand voice examples so your agent can generate a more accurate brand voice description.
| Setting | Description |
| Add Example Button | Click on the Add Example button to provide examples of your brand voice. |
| Add URL | Add URLs of web pages that embody your organization’s communication style. |
| Generate Brand Voice Button | Click on the Generate Brand Voice button and Insite will analyze these pages and use them to generate an accurate brand voice description. This profile will be used to ensure your agent consistently communicates in a manner that aligns with your brand. |
On Page Style
Customize how Insite appears and behaves when minimized. Whether as an icon with a popup or as a search bar, these settings offer flexibility to match your website’s design and user experience.
| Setting | Description |
| Icon Style | Your minimized agent displays an icon with a popup box containing a configurable image, title, and descriptive text. |
| Search Style | Your minimized agent displays a search bar, enabling users to enter search terms or ask a question to begin their conversation. |
| Start agent Minimized | If enabled, your AI agent will initially appear minimized on your web page. |
| Position agent Bottom Right | If enabled, your minimized AI agent will be located in the bottom right corner of the screen. If disabled, it will appear bottom left of your web page. |
Icon Style
Use the Icon Style settings to control how Insite appears when minimized as an icon with a popup. You can customize the image, text, and colors to align with your website’s branding.
| Setting | Description |
| Image | A URL to the image you want to appear in the popup. |
| Header | The text for the title. |
| Body | The descriptive text for your agent. |
| Background Color | The background color of the popup. |
Search Style
The Search Style settings allow you to customize how Insite’s minimized search bar appears and behaves. These options ensure that users can easily start interacting with your agent directly from the minimized state.
| Setting | Description |
| Cycle Conversation Starters | If enabled, your AI agent will automatically display conversation starters within the minimized view. |
| Search Box Prompt | Enter the placeholder text that you want users to see in your agent’s search bar when it's minimized. |
Knowledge
Insite's knowledge settings pages include the following information:
| Setting | Description |
| Last Updated | The date that the agent's knowledge base was last updated. |
| Scraped URLS Download Button | Downloads a CSV file containing a list of all the web pages it has been trained on. |
| Knowledge Suppression | Exclude knowledge from these web pages in your answers. Add URLs that you want to exclude from your knowledge base by writing each URL on a separate line. |
Skills
Extend Insite’s capabilities by adding skills that enable more effective interactions with site visitors. These skills allow Insite to gather information, utilize existing digital assets like web pages, and facilitate interactions such as meeting scheduling, video presentations, surveys, and more.
Skill Types
When creating a skill for Insite, you can choose from different skill types, which serve as templates to configure the skill’s functionality.
| Skill Type | Description |
| Answer with Form Skill | Capture information from visitors, such as emails for leads, newsletter signups, or phone numbers for real-time sales or support calls. |
| Answer with Embedded HTML Skill | Book meetings, display videos, invoke surveys, and access other functionalities using embed code from various third-party applications. |
| Answer with URL Link Skill | Direct visitors to a specific web page, such as a Landing Page. |
| Answer with Web Page Skill | Integrate a specific web page, such as a Landing Page that contains a Form. |
Skill Examples
Here are examples of how different skill types can be configured and used by Insite to interact with site visitors:
1. Answer with Form Skill
The Answer with Form skill type is designed for customers to equip Insite with the ability to gather information from a user and send it with other data from the conversation to a configurable endpoint. This feature is particularly well-suited for lead-generation plays and live connections of a user on your website to a sales, service, or support representative.
For example, you can use this skill type to configure Insite to:
- Respond to a website visitor's request to speak with someone by gathering a phone number and sending it into a Slack channel or to Microsoft Teams
- Promote an email newsletter or webinar, gather an email address, and add that to your marketing automation system.
- Incentivize Insite users to share their email addresses by asking if they’d like to receive a conversation summary at the end of a conversation.
When invoked, this skill displays an answer together with a field prompt and a field for the user to enter information into. It is accompanied by a customizable submit button. After the user presses the submit button, a configurable message is displayed.
| Setting | Description |
| Name | The name of your skill to be referenced in skill deployments. |
| Answer | The answer your AI agent will display to a site visitor. Note: You can include HTML in the answer. |
| Information Prompt | The prompt displayed before the input box that a visitor types their information into. |
| Submit Button Label | The text displayed on the button a visitor presses to send the information they input. |
| Submission Message | The message displayed after the user presses the button. |
| Integrations | One or more webhooks to which your agent will send the user’s input and additional information about their conversation with the agent. |
2. Answer with Embedded HTML Skill
Use this skill type to integrate rich content directly into the conversation, such as booking forms, video players, or surveys. This skill increases user engagement by embedding third-party tools directly into Insite’s responses.
| Setting | Description |
| Name | The name of your skill to be referenced in skill deployments. |
| Answer | The answer your AI agent will display to a site visitor. Note: You can include HTML in the answer. |
| Embedded HTML | The HTML code your agent should use to present this skill to the visitor. |
3. Answer with URL Link Skill
This skill type allows Insite to direct visitors to specific web pages. It’s ideal for guiding users to Landing Pages, product information, or other relevant content.
| Setting | Description |
| Name | The name of your skill to be referenced in skill deployments. |
| Answer | The answer Insite will display to a site visitor. Note: You can include HTML in the answer. |
| Button Label | The text on the button that a visitor can click to open the URL target. |
| URL Target | The URL of the page opened when the visitor clicks on the button. |
4. Answer with Web Page Skill
This skill type allows Insite to display specific web pages directly within the conversation. It’s ideal for sharing Landing Pages, embedded Forms, product information, or other relevant content in real time, providing users with immediate access to the information they need without leaving Insite.
| Setting | Description |
| Name | The name of your skill to be referenced when creating a skill. |
| Answer | The answer Insite displays to a site visitor. Note: You can include HTML in the answer. |
| Web Page URL | The URL of the webpage to display. |
| Frame Height | The vertical size, in pixels, of the embedded webpage. Note: Optimal Frame Height value varies based on the content of your webpage. |
Triggers
Customize Insite to respond to specific topics mentioned by visitors with triggers. These triggers enable Insite to automatically invoke the appropriate skill based on the visitor’s input.
| Setting | Description | Example |
| Topic | Define the topics that will trigger your agent to use a specific skill. If you want to specify multiple examples of a topic, separate them with commas. |
Example 1: Talk to a salesperson; Example 2: Talk to a salesperson, Speak to someone |
| Skill to Use | Choose the skill that your agent will use in response to the visitor’s question about the specified topic. |
Sign Up for Free; Video Demo; Book an Appointment |
This setup ensures that Insite provides relevant and timely responses, enhancing the overall user experience.
Privacy Consent
Insite prioritizes user privacy, ensuring compliance with data privacy regulations. In this section, you can customize how Insite handles user data and obtain user consent in accordance with privacy laws like GDPR and CCPA, maintaining user trust.
| Setting | Description |
| Display Consent Popup | Decide whether an explicit consent popup is shown to users when they first interact with your agent. |
| Customize Consent Message | Craft the consent message displayed to users. You can include HTML, allowing you to add elements like your company logo or links to specific regulations like GDPR. |
| Accept Button | Specify the text displayed on the button for users to give their consent. |
| Reject Button | Specify the text displayed on the button for users to deny their consent. |
| Reject Confirmation Message | Define the message shown to users when they choose to deny consent. |
| Footer Message | Create a persistent footer message, which can include HTML for adding images and links to your organization’s privacy policy. |
User Insights
One of the most valuable features of Insite is its ability to capture detailed conversation records. The data contained within these conversations can be extracted, analyzed, and used to inform your business strategies going forward.
You can review a summary of these conversations and download detailed reports as CSV files, allowing you to gain valuable insights into the interactions between your site visitors and Insite.
Summary
This section provides a high-level overview of the key metrics related to Insite’s interactions. It includes essential data such as the number of unique users, total conversations, and the average duration of each interaction, giving you a quick snapshot of Insite’s performance.
| Metric | Description |
| Unique Users | Number of unique visitors who have interacted with your agent. |
| Conversations | Total number of conversations with your AI agent. |
| Conversations this month | Total number of conversations with your AI agent in the current month. |
| User messages sent | Total number of messages sent by visitors to your agent. |
| Conversation time | Average duration of conversations with your agent. |
| Skills Invoked | Total number of skills used by your agent. |
| Web pages views | Total number of web pages visited by users, either by clicking on links in agent responses or through “Answer with URL” skills. |
| Average messages per conversation | Average number of messages exchanged in each conversation. |
| Average conversations per user | Average number of conversations per unique visitor. |
| Average conversation duration | Average length of a conversation. |
Reports
This section provides detailed logs and analytics, offering insights into conversation topics, web page views, and frequently used skills, allowing you to track and analyze Insite’s activity.
| Metric | Description |
| Conversation Data | A complete log of all visitor conversations. |
| Conversation Topics | The most frequent topics your visitors inquire about through your AI agent. |
| Web Page Views | The most popular web pages viewed by your visitors via your agent. |
| Skills | The most frequently used skills by your agent. |
| Unanswered Questions | The most recent questions that the agent was unable to answer based on the available knowledge. |
Installation
To install Insite on your website, add the line of JavaScript code shown to the header of each page where you want Insite to appear.
Show Installed Agent on Host Website
If toggled off, Insite will not appear on your website.
Account
Maintain the security of your Insite account.
Change Password
- In the “Enter your password” field, type your existing password. If you wish to see the characters as you type, check the “Show password” box.
- In the “New password” field, type in your desired password. Remember, your password must be at least 8 characters long and include at least one number and one punctuation mark.
- Retype your new password in the Confirm new password field to ensure accuracy.
- Once both fields match, click the Change Password button to update your password.