Part of the AI assistant.
AI Chat → Settings → Data decides what the assistant knows beyond what the
visitor types: what your site already knows about the person in front of it, what your own fields mean, and which of your
catalogues it may search. It is also the Data step of an AI Search & Chat campaign. Everything here is off until you switch it on.
What it knows about the visitor
What it may know about the visitor is ten switches in two groups, all off by default. Pointing at a switch’s name says what it discloses.
About this visit:
- The page they are on — so it can answer “this one” without being told which.
- Where they have been this visit — what lets it say “the one you were looking at”.
- Roughly where they are — country and region, and the network they are on. Not an address.
- Their device — browser and operating system.
A new account is offered all four at once: Start with the four about this visit → Turn them on — what most chats need, and nothing about who the visitor is.
About the person:
- How long they have been coming — visits, first arrival, and what brought them.
- What they have completed before — a returning customer rather than a stranger.
- That they have chatted before — the number of earlier conversations, not what was said.
- Your own profile fields about them — see below.
- Campaigns already sent to them — so it does not re-offer something they already have.
- Products they have looked at — what this browser viewed or bought, newest first, so it can tell what they are shopping for.
What kind of company they are — industry, account type and lead source, as your enrichment or CRM filled them in — is among the profile fields rather than a switch of its own. The assistant is told these are a guess, never a fact the visitor gave you.
May it say any of this back to the visitor? is a separate choice: No — use it, but never repeat it, or Yes — it may refer to what they were looking at.
through the tracker; with no tracker the assistant answers knowing nothing, and nothing says why.
What your profile fields mean
Switch on Your own profile fields about them and Choose which fields, and what they are called opens under it: every field Personyze holds about a visitor, with an example value. Tick the ones the assistant may be told, and under What the chat calls it rename any whose name would mean nothing to it — “Loyalty tier”, “Coupon they already have”. Renaming changes nothing anywhere else. Until you tick any, the 12 default slots are sent.
The assistant has no idea what you keep in a field you did not name, so it is told not to interpret it: it uses the value only when the value explains itself. A named field is presented as a fact your business stated.
What it knows about your catalogue
Your catalogues — what it may search to recommend: Your products, Your articles, or both. Products off suits a site that does not sell, or whose feed is stale. Articles on their own make the box a site search that answers rather than a shop assistant. Choose neither and Personyze works it out from what you have.
What it can filter by adds fields beyond the name, brand, colour, size and price it always searches — only the fields your feed actually fills are offered. What a result shows: The picture and The price, each a switch.
is why switching the price off is the right move if your prices move faster than your imports.
A single placement can be pointed at one feed rather than all of them — see
what a campaign can change.
How it searches your catalogue
The AI Chat, AI Search and every AI finder search your catalogue the same way:
- In the catalogue’s own language. It tells the language from your product titles and searches in it, whatever language the visitor writes in: “office chair” on a shop with French titles is searched as “chaise de bureau”. The answer is still in the visitor’s language.
- By category name. A word in a category’s name finds the products filed under it, so “running shoes” finds the shoes in a running category even when no title says “running”.
- In other forms of a word. A word of five letters or more also finds its other endings, which matters most in languages that inflect. Words of two or three letters match only whole words, and a colour matches part of a colour name (“Gris” finds “Gris clair”).
- Sold out is said, not hidden. A product the visitor names that is out of stock is called sold out rather than “not in our catalogue”. It is never shown as a card or a pick.
- The cards match the answer. When the answer names products, the cards under it are those products.
The rows an AI Search box lists are a plain word search of what was typed, unless Translate searches into your catalogue’s language is on.
Where is my order?
On a Shopify store whose Orders into purchase history sync is on (Settings → Integrations → Shopify → What it syncs; see Shopify integration), the chat can look up one order. Given the order number and the email it was placed with, together, it tells the visitor:
- the order’s date and status;
- each item’s status, carrier, tracking number and tracking link;
- when it shipped, was delivered or is expected, as the store sent them.
There is nothing to switch on: the chat offers it once your store has synced orders. The AI finders never do.
- Both, or nothing. A wrong number and a wrong email get the same “no such order”, never whether the number exists, and after five misses in one conversation it stops looking.
- Read only. It never repeats the email or gives an address, and it cannot cancel, change or refund an order — that is for a person, through a handover.
- It reads only the order the visitor names, so the switches above do not govern it.
How long transcripts are kept
In days. Zero means the platform default of 90 days; anything beyond two years is brought back down. It is the same setting as Chat transcripts on Settings → Data & privacy → Data retention: a change in either place changes both, and applies that night. A transcript is whatever a
visitor typed into a box on your site, so this is your legal position rather than ours.
A conversation behind an open handover is never deleted while it is open, whatever the retention
says.
Where this data goes
The screen carries its own summary for a privacy review: it never leaves your account, it is read when a visitor
writes rather than stored again, it goes to the AI service that writes the answer, the visitor is a browser rather than
a verified person, and transcripts are deleted on your schedule.