For NineTen AI clients. You need Claude and your NineTen AI connector.
6 short steps in your portal
How to set up the chat on your website
Visitors ask questions on your website when you are not there to answer. The Web chat card in Settings puts a chat on your site that answers from what you taught your AI. You choose where it shows and what it says. Its chats land in your Inbox.
Before you start
Your portal login.
Web chat switched on for your company, and your own Claude key in place for your AI. Your NineTen AI team sets up both.
Facts taught to your AI, since the chat answers only from what it knows. Nothing taught yet? Follow the teach your AI guide first.
The person who looks after your website. Or ask your NineTen AI team for help.
Step 1 of 6
1
Open the Web chat card
The Web chat card sits in your Settings.
Open Settings in your portal.
Click the Replies tab.
Find the card named Web chat.
What you should see
The fields of the card, starting with Status.
Step 2 of 6
2
List your website
The chat shows only on websites in your list.
In Your website domains, one per line, type your website address.
Click Save domains.
What you should see
The box shows your list again, cleaned up.
Step 3 of 6
3
Write what visitors read
Three short texts shape what a visitor reads in the chat.
In Greeting, type the first thing a visitor sees when they open the chat.
In Teaser, type a short line for beside the closed chat button, up to 80 characters. Or leave it empty. Each visitor sees it only once.
In When the AI cannot answer, type the text visitors read when your AI has no answer.
Click Save messages.
If you like, pick an Accent colour for the chat. It saves when you pick it.
If you like, pick a Position for the chat button. It saves when you pick it.
What you should see
A message says Web chat updated.
Step 4 of 6
4
Switch it on
The chat stays off until you switch it on. Once it is on, your AI answers visitors by itself, with no draft for you to check.
In Status, choose On: the chat appears on your site.
What you should see
A message says Web chat updated.
Step 5 of 6
5
Put the code on your website
The chat needs one line of code on your website.
At the foot of the card, click Copy install code.
Give the code to the person who looks after your website.
What you should see
The button says Copied for a moment.
Step 6 of 6
6
Check it on your website
A quick test shows the chat works.
Open your website in a new window.
Click the round chat button in the corner.
Ask a question your AI should know.
What you should see
Your AI's answer shows in the chat. The chat then shows in your Inbox. If you see a button named Web chat above the list, click it to find the chat.
You can also ask Claude to show your chat settings and the install code, or change them, for example switch the chat off. The chat can also offer to set up a meeting. That needs your calendar linked first. Ask your NineTen AI team if you want it. A small Powered by NineTen AI line shows at the foot of the chat, and your NineTen AI team controls it.