Configure Your AI Assistant
This page is the map of everything you can tweak on your assistant. Pick the section that matches what you want to change — each one has its own dedicated guide.
→ Where to access: open your assistant in the admin, then use the left-hand menu.
Identity & voice
How your assistant looks and talks to your customers.
| What you want to change | Page |
|---|---|
| Brand colors, avatar, integration channels | Theme & Appearance |
| Personality, tone, decision rules per audience | Biography |
Brain
Which AI powers your assistant, and the data it draws from.
| What you want to change | Page |
|---|---|
| Conversation model, knowledge search model, voice & vision models, Bring Your Own Key (BYOK) | AI Model & BYOK |
| Knowledge base — documents, FAQs, sources | Knowledge Base |
| Plug in your external tools (WordPress, PrestaShop, Shopify, Drive, Jira, ClickUp…) | Integrations |
AI SmartTalk picks sensible defaults during onboarding — most users never need to touch the AI Model page. Open it when you specifically want to switch to a sovereign EU model, compare GPT vs Claude vs Mistral, or — in Custom mode — connect your own provider key (BYOK) for any capability so those calls are billed by your provider instead of your AI SmartTalk credits.
Where it answers
The channels where your assistant talks to customers.
| What you want to change | Page |
|---|---|
| Embed it on a website (snippet, plugin, allowed domains) | Integrating the Chatbot |
| Connect WhatsApp / Messenger / Instagram / Slack / Discord / Gmail / Outlook | Channels |
Workflows & automation
Make the assistant do more than chat.
| What you want to change | Page |
|---|---|
| Build node-based workflows (triggers, actions) | SmartFlow |
| Build conversational forms, quizzes, surveys | SmartForm |
| Let the assistant book appointments | SmartCalendar |
| Voice mode, webhooks, navigation events | Voice & Events |
Team & access
Who can see and edit what.
| What you want to change | Page |
|---|---|
| Roles, permissions, who can edit which page | Access Control |
| Notifications (new messages, agent requests, alerts) | Notifications |
| Allowed domains for the web widget | Integrating the Chatbot |
Track and improve
How to measure what's working — and feed it back into the assistant.
| What you want to change | Page |
|---|---|
| Read incoming conversations, take over, ban abusive users | Inbox |
| Customer profiles, status, notes | Client View |
| Usage stats, AI consumption, billing | Organization |
Save changes
Every page has its own Save button. Changes apply instantly to live conversations — there's no separate "publish" step.
Related
- Dashboard overview — what each section of the admin does
- Onboarding — the guided first-time setup
- Access Control — manage who can edit what