AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer, and who takes over.
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Operators, Conversations & Blocking
The operator screen, the handover queue, phone notifications, internal notes, blocking a visitor, transcripts and AI Chat reporting.
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Appearance, Placements & Attachments
Colours, the button, the teaser card, image attachments, reading answers aloud, the Powered by Personyze link, and what a campaign may override.
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Offers — What the Assistant May Offer
Offers are the only way the AI assistant may mention a discount. Write the line it says, pick the audience, and choose who may hear the code.
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Behaviour, Handover & Leads
What the AI assistant can do, what it must never say, when it hands a visitor to a person, and how a captured email becomes a visitor profile.
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What the Assistant May See — Visitor Data & Catalogue
Which visitor data the AI assistant may see, what your own profile fields mean to it, which catalogues it may search, and how long transcripts are kept.
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Teaching the Assistant — Knowledge
What the AI assistant is allowed to answer from: adding sources, why PDFs cannot be read, re-reading, tags, and the passage storage limit.
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AI Search — An Ask Box That Answers From Your Own Pages
A search-shaped box that answers a typed question from your own pages and catalogue — with a results-only mode that lists what it found and writes nothing.
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AI Chat Agent — An Assistant That Answers From What You Teach It
The AI Chat agent answers your visitors from your own pages and catalogue, and hands over to a person when it should. Start here, then follow the topic pages.
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AI in Personyze — Assistants, Prompts, and Where to Find Them
Every AI assistant in Personyze: targeting, content editing, data grabbing and placement — and how to write prompts that work.