AI Hub
The AI Hub is where you configure and customize your website's AI assistant — a chat widget that answers visitor questions using your content as its knowledge source. From the left sidebar, click AI Hub to open the settings page.
All changes on this page require clicking Update to save. The header shows "Unsaved changes" whenever you have edits that haven't been saved yet, and a Reset button appears to discard them. Once saved it shows "Up to date".
Connection Settings
These settings connect the AI assistant to the backend that powers its responses.
| Setting | Notes |
|---|---|
| Enable AI Assistant | Master toggle. Turn this on to activate the AI assistant across your site. All other settings are disabled until this is checked. |
| Enable on Mobile App | When checked, the assistant also appears in your mobile app. Only visible if your account has a mobile app enabled. |
| Webhook URL | The backend URL that processes chat requests and returns AI responses. This is provided during your setup. Example format: https://your-domain/webhook/lexai-chat |
| Request Timeout (seconds) | How long the system waits for a response from the backend before showing an error message. Default is 30 seconds. |
Chatbot Identity
These settings control how the assistant presents itself to your visitors.
| Setting | Notes |
|---|---|
| Bot Name | The name displayed in the chat interface. Default is "LexAI" — change it to match your brand (e.g., "Aria", "Alex", "Your Brand Assistant"). |
| Organization / Brand Name | Your business name. Used in greetings and fallback messages so the assistant introduces itself in context. |
| Website URL | Your website address. The assistant uses this as a reference when directing visitors to find more information. |
| Header Color | The background color of the chat panel's header bar. Click the color box to open the picker. |
| Chat Bubble Color | The background color of the visitor's outgoing message bubbles. |
| Welcome Message | The first message the assistant shows when a visitor opens the chat. If left blank, the assistant generates a dynamic greeting. |
| System Message | The full instructions that govern how the assistant behaves — its tone, what it can and can't say, how it handles questions it can't answer, and what language it responds in. This is an advanced field; edit carefully. |
Knowledge Base — PDF Document
The AI assistant answers questions based on a PDF document you provide. This is your knowledge source — think of it as the manual the assistant reads before every conversation.
Click Select PDF Document to open the file browser and choose a PDF from your uploaded files. The selected document's name appears below the button. To remove it, click the delete icon next to the filename.
What to put in the PDF: product information, service descriptions, FAQs, pricing, policies, opening hours — anything a visitor might ask about. The more relevant and well-organized the document, the more accurate the assistant's answers will be.
Chat Behavior
These settings control how the assistant operates during a conversation.
| Setting | Notes |
|---|---|
| Session Storage Mode | Controls where the chat history is saved in the visitor's browser. Local keeps history across sessions (even after closing the browser). Session clears history when the browser tab is closed. Memory clears history the moment the visitor refreshes the page. |
| Context Window Length | How many previous messages the assistant considers when generating a response. A higher number gives more context for follow-up questions but increases response time. Default is 10. |
| Assistant Position | Choose whether the chat panel appears on the left or right side of the screen. |
| Open Chat on Page Load | When checked, the chat panel opens automatically one second after a visitor lands on the page. |
Chat Button Appearance
The chat launcher is the button visitors click to open the assistant. Configure how it looks:
Button Style
Choose one of three styles:
- Default — uses a standard sparkle icon (no configuration needed)
- Icon — click Select Icon to choose any Material Design icon from the library
- Image — click Select Image to upload a custom image from your photo library (e.g., your logo or a custom chat icon)
Background Circle
By default, the button is displayed inside a colored circle. Uncheck Hide background circle to remove the circle and show only the icon or image on a transparent background.
Circle Background Color
Only shown when the background circle is visible. Sets the color of the circular background. This is often set to your brand color.
Preview
A live 48×48px preview updates in real time as you adjust the style, icon, image, and colors — so you can see exactly how the launcher will look before saving.
Error Fallback Message
| Setting | Notes |
|---|---|
| Error Fallback Message | The message shown to visitors if the assistant fails to respond (e.g., a server timeout or connectivity issue). Default: "Sorry, AI assistant is not available at the moment. Please try again." Customize this to match your brand's tone. |
Embedding on External Websites
If you want the AI assistant to appear on a website outside of your UnifyDesk site — such as a landing page or a partner site — enable External Website Embed.
| Setting | Notes |
|---|---|
| Enable External Website Embed | Activates the embed feature and reveals the configuration below. |
| Allowed Domains | Add the full HTTPS URLs of every external site that is permitted to embed the assistant (e.g., https://www.yourotherdomain.com). Type a domain and press Enter or use a comma to add it. Requests from domains not on this list will be blocked. |
| Embed Script | A read-only <script> tag. Copy this using the copy button and paste it into the <head> of any allowed external website to activate the assistant there. |
How the Assistant Works for Visitors
Once enabled, visitors see the chat launcher button in the corner of the page. Clicking it opens the chat panel where they can type questions. The assistant:
- Responds in the same language the visitor is writing in
- Answers only based on the knowledge document you provided — it won't invent information
- Supports formatted responses including bullet lists, bold text, and links
- Remembers the recent conversation history (based on your context window setting) to handle follow-up questions naturally
- Shows a typing indicator while generating a response
- Displays your custom error message if something goes wrong
Tips
- Keep your PDF document focused and well-organized. The assistant is only as good as what it can read. A clean, structured document with clear headings and accurate information produces far better responses than a dense or outdated one.
- Update the PDF when your services or policies change. The assistant has no way to know about changes you haven't added to the document — if your prices or hours change, update the PDF.
- Customize the bot name and welcome message. A chatbot named after your brand that opens with a relevant greeting ("Hi! I'm Aria from Green Dental — how can I help you today?") feels far more professional than the generic defaults.
- Use Session storage for most use cases. Local storage is useful if you want visitors to pick up where they left off, but Session is a good default — conversations clear when the tab is closed, which keeps things tidy.
- Test the assistant after any PDF update. Ask it a few questions you'd expect visitors to ask. If it can't answer something important, it's a sign that information needs to be added or clarified in the document.