AI Assistant
The chat agent and the ask box — what they know, how they behave, what they may offer, and who takes over.
-
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.
-
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.
-
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.
-
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.
-
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.
-
AI in Personyze — Assistants, Prompts, and Where to Find Them
Every AI campaign and assistant in Personyze: AI Personalization, recommendations set up with AI, the AI finders and chat, Inspire me, the Assistant, the editors’ AI — and how to…