✨Configuring an AI manager on the site or in a widget | Iframe and page messenger
You can add an AI manager to your website or widget using the page messenger communication channel.
Iframe | Page messenger
The 'Iframe' communication channel allows your virtual manager to interact with users directly on your website, as shown in the screenshot below.
The 'Page messenger' communication channel can be used to create a convenient widget that will be available on your website via a URL link (example).
Step 1. Creating a channel
To create a channel, go to the “Channels” section and click "Add channel" in the upper right corner of the screen.
A creation form will open. You need to fill in the following fields:
Select channel type — in the dropdown you can select 'Iframe' or 'Page messenger'.
Channel name (Channel name) — enter a name for your channel.
Placeholder (Placeholder) — enter the text that will be displayed in the input field name. You can leave the field empty.
Initial content (Initial phrase/greeting) — enter the text that will be displayed in the field at the start of the dialog. You can leave the field empty.
Img (Image) — upload an image that will be the avatar of your AI manager.
Click "Add channel".
Next, click on the created channel, copy the iframe code, and paste it into your website's page code.
For the 'Page messenger' channel, simply copy the URL.
Step 2. Creating a task
To activate the AI manager, you need to create a task.
On the left, go to the section “Tasks” section and click 'Create task'.
A form for configuring the task will open. You need to fill in the fields:
Name — specify the task name.
Type — select the task type 'Web'.
Dialog spending limit ($) — set a spending limit per dialog in dollars.
Service operation format — select the type 'Incoming communication'.
Add channels — in the dropdown menu, select the Iframe channel or Page messenger channel you created.
Add manager — select the virtual manager who will be assigned to perform this task.
Select AI — select the AI that will be used to perform the task. More about creating AI in this article.
Select integration — specify the integration through which information about successful chats will be transmitted. More about setting up integrations in article.
If you plan for the AI manager to initiate the dialog, select an AI with the communication type 'Incoming and outgoing communication'.
To respond only to incoming messages, select an AI with the communication type 'Incoming communication'.
After filling in all the form fields, click 'Create task'.
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