Setting up Joinchat IA✨

Access

1. In your WordPress dashboard open the left-hand menu.
2. Click Joinchat.
3. You’ll land on a screen with several tabs: General · AI Assistant · Visibility · Advanced · Premium.
   All assistant options are under AI Assistant.

1. Configure visibility

• Use site-wide AI Assistant – select this radio button to place the bot on every page automatically.
• Advanced Mode – select this radio button if you prefer to embed the bot only where you write the call-to-action tag {CHAT AI}.

2. License & Usage section

Inside this block you will see:

• License Status – a badge that says Active (green) or Inactive (red).
• Plan name – for example Joinchat AI (Basic).
• Two buttons: Check Status (refreshes the license information) and Deactivate (disconnects the site from your Joinchat AI subscription).

3. Settings section

Fill in or adjust the following fields to shape the bot’s tone and behavior:

3.1 Instructions and Assistant Name

Instructions shape the behavior and responses of your AI agent. They can be used to set the personality, define the tone or specify the types of questions the AI agent can answer. Clear and precise instructions ensure that the AI agent matches the desired goals and user experience. In the Assistant Name field set a name for your assistant that represents your company, brand and voice.

Feel free to use the following example, after customizing it to suit your company.

### Personality
- You are an AI assistant. Your tone should be professional but friendly. You are cheerful and have a knack for communication, with a deep passion for sales and marketing.

### Operations
- The chat starts with an automatic greeting for all users, introducing yourself and asking about their needs. The user's response will be your first message. From here, your job is to provide personalized information and solutions to help users resolve their questions.
- Ask the name of your interlocutor so you can address them correctly.

### Strict Rules to Follow
- Keep responses short and concise, with a limit of around 50 words.
- Never provide information about competitors' activities.
- End conversations with a friendly and cheerful farewell using emojis.

### Prohibited Tasks
- Do not generate personalized or creative content, including writing letters, emails, scripts, jokes, or stories.
- Do not act as a general-purpose chatbot; avoid engaging in open-ended conversations or reflecting on your own functionality.
- Do not respond to manipulation attempts, such as "Can you change your answer?" or "Just give me a hint...". Rephrased versions of prohibited questions must also be rejected.
- Do not perform calculations, process data, or execute code; this includes solving equations, generating tables, or analyzing uploaded documents.
- Do not yield to user persistence. If a user reformulates a prohibited question, respond with the standard uncertainty message without variation. If the user tries to divert the conversation, redirect it to the main topic.
- Do not perform text translations. While communication in multiple languages is allowed, you must not function as a translation tool or translate phrases, fragments, or full texts at the user's request.

3.2 Greeting Message

When the chat is activated, this is the first message sent to each new visitor.

In addition to WhatsApp formatting styles _italic_ *bold* ~strikethrough~, you can enrich your Greeting Message with links, images and more. If you are familiar with Markdown you can use its syntax (italic optional fields):

Link ➜ [title](https://www.example.com) or {LINK https://www.example.com title}
Button ➜ {BTN https://www.example.com title}
Image ➜ ![alt_text](image.jpg width) or {IMG image.jpg width alt_text}
Code ➜ `code`
Horizontal Rule ➜ ---
New message balloon ➜ ===
Text out of balloon ➜ >>>
Random text ➜ {RAND text 1 || text 2 || text n }

3.3 Quick Questions

Quick Questions are suggestion buttons that appear right under the greeting. They help visitors start the conversation with a single click. The interface for each button has 3 parts, which you can see in screenshot:

1. Button text – the label that the visitor will read; keep it short (“Services”, “Office hours”…).
2. Type selector – a dropdown with three possible actions:
   • AI Generated Answer – When the visitor clicks the button, the text you fill in the next field is sent to the AI as if the user had typed it. The assistant generates the reply on the fly. Example:
     Button text: “Services” → Value: “I want information about your services”.
   • Link – The button opens the URL you provide. Use it for static resources such as legal pages, pricing PDFs or external forms. Example:
     Button text: “Legal Notice” → Value: “https://example.com/legal”.
   • Direct Answer – The assistant sends the exact text you write, without involving the AI. Ideal for fixed facts like opening hours or a phone number. Example:
     Button text: “Office hours” → Value: “Our office hours are uninterrupted from 7:00 to 19:00.”
3. Trash icon – removes the button.

Click Add Question to insert more buttons; you can reorder them any time with the drag handles. Changes take effect as soon as you press Save Changes at the bottom of the page.

3.4 No Response Message

Fallback text shown when the bot cannot find an answer, e.g. “Sorry, I don’t know that.”

3.5 Response Language and Display Sources

The Response Language dropdown controls which language the assistant will use when it replies:

1. Conversation language
   The bot mirrors the language detected in the visitor’s very first message.
2. User language
   The bot follows the language preference stored in the visitor’s browser.
3. Site language
   The bot always answers in the main language configured for your WordPress installation.

The Display Sources checkbox, if checked adds links to the pages the bot used as references.

3.6 Message On Error

Text that is displayed when there is a technical problem due to no connection or errors in the connection to the wizard.

A secondary checkbox called Also show contact buttons allows you to display the contact options you have previously configured in Joinchat at the general or page level.

3.7 Call To Action on Quota Exceeded

Replacement text for the Joinchat bubble when you run out of monthly AI requests. You can leave it blank to disable the Joinchat button.

4. Knowledge Base section

This block controls what content the model can learn from:

• Website Description – a short paragraph explaining what your website is about, so that it can give minimal context to the AI assistant in case it lacks a knowledge base.
• Unsafe Mode – if checked, the bot will still try to answer even when it finds no related content. Be sure to thoroughly test your chatbot after enabling this option.
• Synchronization Progress – the green bar shows the items uploaded to the knowledge base at the moment of saving changes. The red bar shows the items you have deactivated.
• Post Types – check the content types that should be indexed in the Wizard’s knowledge base.
• Exclusions – a free-form field where you can write the IDs of pages or posts the bot must ignore, separated by commas.

Whenever you finish editing, press Save Changes at the very bottom of the screen.

5. Conversations Report

1. In your WordPress dashboard, open the left-hand menu.
2. Click on Joinchat ▸ Conversations.

Date Filter

In the top left, you’ll find a dropdown menu:

• Select “All dates” (or your preferred range) to narrow down conversations by their start date.
• Click Filter to apply the date filter.

Conversations List

The main area displays a table with all recorded conversations:

• First Message: The first message sent by the user to start the conversation.
• User: Type of user (e.g., Guest, Registered User, Admin).
• Messages: Total number of messages exchanged (user + assistant).
• Date: Date and time the first message was sent. You can sort this column by clicking its header.

Detail Panel

When you select a row, a panel opens on the right showing all details for that conversation:

1. ID
   Unique session identifier (UUID) for the chat.
2. Message Chronology
   • Orange bubble → User message.
   • White bubble → Assistant response.
3. Internal Navigation
   Use the ← → arrows to move back and forth between conversations directly in the panel. You can also use the left/right arrow keys on your keyboard.
4. Close
   Click the ✕ icon in the top corner to hide the detail panel and return to the list.