{"Status":true,"Message":"","Response":{"post":{"postuid":"dfc1ba8a-6184-45c4-8c7e-880586e0faef","tenantuid":"d8b744fc-2e70-4089-bb80-dd1d08f6c7b2","projectuid":"fc6490ac-7527-4f49-b06e-46f701280e85","title":"Setting Up Chat","slug":"article/setting-up-chat","html":"\u003Cp\u003EThis guide takes you from turning chat on to a working messenger on your website. It takes about ten minutes.\u003C/p\u003E\u003Ch2 id=\u0022before_you_start\u0022\u003EBefore you start\u003C/h2\u003E\u003Cul\u003E\u003Cli\u003E\u003Cb\u003EChat must be turned on for your account.\u003C/b\u003E Chat is switched on for a whole HelpGuides account at once. If you don\u0027t see \u003Cb\u003EInbox\u003C/b\u003E in your project\u0027s sidebar, contact HelpGuides support to turn it on.\u003C/li\u003E\u003Cli\u003E\u003Cb\u003EPublish some articles.\u003C/b\u003E The AI agent answers only from published articles, so the more you\u0027ve published, the more it can answer. See \u003Ca href=\u0022/welcome\u0022\u003EWelcome to HelpGuides.io\u003C/a\u003E for creating and publishing content.\u003C/li\u003E\u003C/ul\u003E\u003Ch2 id=\u00221_choose_the_project_for_your_messenger\u0022\u003E1. Choose the project for your messenger\u003C/h2\u003E\u003Cp\u003EEach messenger belongs to one project. Its inbox, settings and conversations live in that project. Pick the project that best matches where the chat will appear. For example, your main documentation project for a chat on your website. The messenger can still answer from your other projects; see \u003Ca href=\u0022/article/chat-knowledge-sources\u0022\u003EChat Knowledge Sources\u003C/a\u003E.\u003C/p\u003E\u003Ch2 id=\u00222_open_messenger_settings\u0022\u003E2. Open Messenger settings\u003C/h2\u003E\u003Col\u003E\u003Cli\u003EOpen the project and click \u003Cb\u003EInbox\u003C/b\u003E in the sidebar.\u003C/li\u003E\u003Cli\u003EClick \u003Cb\u003EMessenger settings\u003C/b\u003E at the top right.\u003C/li\u003E\u003C/ol\u003E\u003Ch2 id=\u00223_configure_the_essentials\u0022\u003E3. Configure the essentials\u003C/h2\u003E\u003Ctable border=\u00221\u0022 style=\u0022border-collapse: collapse; width: 100%;\u0022\u003E\u003Cthead\u003E\u003Ctr\u003E\u003Cth\u003ESection\u003C/th\u003E\u003Cth\u003EWhat to set\u003C/th\u003E\u003C/tr\u003E\u003C/thead\u003E\u003Ctr\u003E\u003Ctd\u003EMessenger\u003C/td\u003E\u003Ctd\u003ESwitch on \u003Cb\u003ETurn the messenger on\u003C/b\u003E\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAI agent\u003C/td\u003E\u003Ctd\u003EGive the agent a name, choose a tone, and add any guidance. See \u003Ca href=\u0022/article/configuring-the-chat-ai-agent\u0022\u003EConfiguring the Chat AI Agent\u003C/a\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EKnowledge sources\u003C/td\u003E\u003Ctd\u003ETick the projects the AI may answer from and describe each one\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ENotifications\u003C/td\u003E\u003Ctd\u003EAdd your team\u0027s Slack channel and email addresses. See \u003Ca href=\u0022/article/chat-notifications-and-teams\u0022\u003EChat Notifications and Teams\u003C/a\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003ESupport hours\u003C/td\u003E\u003Ctd\u003EOptional: when your team is staffed. See \u003Ca href=\u0022/article/chat-support-hours\u0022\u003EChat Support Hours\u003C/a\u003E.\u003C/td\u003E\u003C/tr\u003E\u003Ctr\u003E\u003Ctd\u003EAppearance\u003C/td\u003E\u003Ctd\u003EBrand color, position, greeting and team name\u003C/td\u003E\u003C/tr\u003E\u003C/table\u003E\u003Cp\u003EClick \u003Cb\u003ESave settings\u003C/b\u003E at the bottom of the page.\u003C/p\u003E\u003Ch2 id=\u00224_try_it\u0022\u003E4. Try it\u003C/h2\u003E\u003Cp\u003EClick \u003Cb\u003ETry it on this page\u003C/b\u003E in the Install section. The real messenger opens on the settings page, so you can ask a question your articles cover and watch the AI answer.\u003C/p\u003E\u003Cp\u003EOpen the \u003Cb\u003EInbox\u003C/b\u003E in another tab while you test. You\u0027ll see the conversation appear under \u003Cb\u003EAI live\u003C/b\u003E, with the answer streaming in.\u003C/p\u003E\u003Ch2 id=\u00225_install_it_on_your_website\u0022\u003E5. Install it on your website\u003C/h2\u003E\u003Cp\u003ECopy the snippet from the Install section and add it to your website. See \u003Ca href=\u0022/article/installing-the-chat-messenger-on-your-website\u0022\u003EInstalling the Chat Messenger on Your Website\u003C/a\u003E.\u003C/p\u003E\u003Ch2 id=\u0022next_steps\u0022\u003ENext steps\u003C/h2\u003E\u003Cul\u003E\u003Cli\u003ELearn the inbox: \u003Ca href=\u0022/article/using-the-chat-inbox\u0022\u003EUsing the Chat Inbox\u003C/a\u003E\u003C/li\u003E\u003Cli\u003EStart conversations on key pages: \u003Ca href=\u0022/article/chat-proactive-messages\u0022\u003EChat Proactive Messages\u003C/a\u003E\u003C/li\u003E\u003Cli\u003ETrack results: \u003Ca href=\u0022/article/chat-reports\u0022\u003EChat Reports\u003C/a\u003E\u003C/li\u003E\u003C/ul\u003E","publish_status":0,"post_type":"Article","author":{},"featured_image_updating":false,"meta_description":"Set up a working chat messenger on your website in 10 minutes with this step-by-step guide to configuring HelpGuides\u0027 AI chat and installation.","display_toc":true,"has_workingcopy":false,"allow_indexing":true,"total_views":0,"date_published":"2026-09-26T16:45:05.463","date_updated":"2026-09-26T16:45:06.193","date_created":"2026-09-26T16:28:15.553"}}}