This guide takes you from turning chat on to a working messenger on your website. It takes about ten minutes.
Each 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 Chat Knowledge Sources.
| Section | What to set |
|---|---|
| Messenger | Switch on Turn the messenger on |
| AI agent | Give the agent a name, choose a tone, and add any guidance. See Configuring the Chat AI Agent. |
| Knowledge sources | Tick the projects the AI may answer from and describe each one |
| Notifications | Add your team's Slack channel and email addresses. See Chat Notifications and Teams. |
| Support hours | Optional: when your team is staffed. See Chat Support Hours. |
| Appearance | Brand color, position, greeting and team name |
Click Save settings at the bottom of the page.
Click Try it on this page 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.
Open the Inbox in another tab while you test. You'll see the conversation appear under AI live, with the answer streaming in.
Copy the snippet from the Install section and add it to your website. See Installing the Chat Messenger on Your Website.