Bot Settings & Configuration

Settings is where you customize everything about your AI agent. Here you can control how it looks, how it behaves, and how it connects to other systems.

Main Settings Areas

Settings are organized into three main sections:

1. Agent Profile

This is where you set up your agent’s basic information and personality.

General Settings:

• Agent Profile - Upload an avatar image and choose your agent’s name
• Language - Currently English is supported
• Agent Management - Turn your agent on or off, or delete it entirely

Agent Attributes:

Attributes are pieces of information that your agent collects from customers and remembers. For example:

• Customer’s name
• Email address
• Product preference
• Order number

You can create, update, and delete attributes here. Attributes are collected when customers interact with your agent (through buttons or forms), and you can use them later in your conversations. For example, if you collect a customer’s name, you can use it to personalize messages: “Hi [customer_name], what can I help you with?”

Users:

Manage your team here. You can:

• Invite team members to help manage this agent
• Assign roles:
  • Admin - Can edit and manage all settings
  • Client - Can view the agent and conversations (view-only access)
• Remove team members when they no longer need access

2. Integrations

Connect your agent to other systems and services.

AI Assistant Settings:

This is where you set up your agent’s personality and knowledge.

Enable LLM (AI Assistant):

• Turn on the Large Language Model service for more natural conversations
• Contact support to request LLM permissions if you need this

Behavior Instructions:

• Write instructions that tell your agent how to act
• Include information about your business, brand voice, and values
• This helps the agent represent your company authentically

Knowledge Base:

• Upload files (.txt or .docx) with information about your business
• Include product details, policies, operating hours, shipping info
• The better your knowledge base, the better your agent’s answers

FAQ (Frequently Asked Questions):

• Create question-and-answer pairs for common questions
• Use this when you need exact, specific answers
• Great for questions where precision is critical

API Integrations:

Connect your agent to external systems like:

• POS Systems - Dutchie, Jane, Buddy (for inventory syncing)
• Custom APIs - Your own business systems

To set up an API integration:

1. Select your service provider
2. Enter your API credentials (keys, tokens, etc.)
3. Test the connection
4. Save your settings

3. Chat Widget Settings

Customize how your chat appears on your website.

Appearance (Visual Customization):

You can customize:

• Bot Name - Display name shown to customers
• Bot Avatar - Custom image/icon for your agent
• Colors - Choose primary and secondary colors to match your brand
• Chat Window Size - Set the default dimensions
• Widget Position - Where it appears on your page (bottom-right, bottom-left, etc.)
• Proactive Pop-up - A bubble message that appears when customers first visit

Welcome Message:

Create a custom welcome message that greets customers when they first start chatting. This is optional - if you don’t set one, your agent will use a default greeting.

Connect (Embed on Your Website):

This is the final step to get your agent live on your website.

Allowed Domains:

• Specify which websites are allowed to host your agent
• This is a security feature to prevent unauthorized use

Two Ways to Embed:

1. Widget Script - Add one line of code to your website’s HTML
2. iFrame - Embed the chat directly into a specific location on your page

API Key:

• A unique key that lets your website talk to Pluggi
• Generated automatically when your flow is published
• Use this in your embed code

API Key Generation Process

1. Make sure your flow is published
2. Go to Settings > Chat Widget > Connect
3. Click “Generate” to create an API key
4. Save the key and embed code in a secure location
5. Test your API key using the testing process below
6. Add the code to your website

API Key Testing Process

Before embedding your chat widget on your live website, test it using our built-in testing tools to ensure it works correctly.

Test with Script Tag (Widget):

1. Navigate to Settings > Chat Widget > Connect, select the Widget option, and click the Test Widget button.
2. A new tab will open with a text box. Enter your saved API key (refer to the API Key Generation Process above if you need to generate one).
3. Click the Test button.
4. If the key is valid, the message bubble will appear. Check the corners of the test screen to confirm the chat bubble’s placement, as its position is governed by the widget’s configuration settings.
5. If the API key is invalid or corrupted, error messages will appear beneath the text box.

Script Tag Example:

<script
  src="https://your-bot-domain.pluggi.io/widget.js"
  data-api-key="your_bot_api_key_here">
</script>

Test with iFrame:

1. Navigate to Settings > Chat Widget > Connect, select the iFrame option, and click the Test iFrame button.
2. A new tab will open with a text box. Enter your saved API key (refer to the API Key Generation Process above if you need to generate one).
3. Click the Test button.
4. If the key is valid, the chat agent will appear within a defined container (the simulated iFrame). Verify that the chat interface is displayed correctly within the fixed boundaries of the test screen, as its size is governed by the iFrame’s dimensions.
5. If the API key is invalid or corrupted, error messages will appear beneath the text box.

iFrame Example:

<iframe
  src="https://your-bot-domain.pluggi.io/chat"
  width="400"
  height="600"
  frameborder="0">
</iframe>

Quick Tips

• Keep it simple - Start with basic settings, add advanced options later
• Test your flow first - Publish and test your conversation before embedding
• Save API keys safely - Store your API key in a secure place (don’t share it publicly)
• Update regularly - Keep your knowledge base and FAQ current

Common Tasks

Want to change your agent’s personality? → Update Behavior Instructions in AI Assistant settings

Want to sync product inventory? → Set up API Integration with your POS system

Want to add your brand colors? → Go to Appearance settings in Chat Widget

Having trouble with setup? → Check that your flow is published and contact support at pluggi@support.com

Next Steps

1. Review your bot’s performance
2. Check customer conversations
3. Improve your flow based on what you learn