Welcome to Airgentic Help. Here you'll find guides for every aspect of configuring and using your Airgentic service. Use the navigation on the left to browse topics, or use the search box to find something specific.
Getting started
- Onboarding — How onboarding works, what to prepare, core concepts, and optional deep-dives.
Account
- Account Overview — View account details, manage users, and delete the account.
- User Management — Add, edit, and remove users; manage roles and service-level access.
- Usage Dashboard — View subscription plans, add-on packs, and per-meter usage against allowances.
- Admin Console Authorisation — Grant OAuth access for Microsoft Entra ID or Google Workspace so your users can sign in to Airgentic.
- Privacy — Configure conversation data retention and deletion behaviour.
- Security — Manage service access control, allowed origins (CORS), and the Insights API key.
- Service Configuration — Set your service title, website URL, logo, chat widget appearance, agent messages, and voice mode settings.
- UI Design — Customise the chat widget's stylesheet and icon files.
- External Script URLs — Advanced widget iframe JavaScript customisation for approved accounts.
- Admin Chat — Test your service without affecting analytics or quota; use the Trace Log to inspect agent routing, LLM prompts, and search results.
- Website Integrations — Full integration guides for JavaScript, WordPress, GTM, HubSpot, Squiz Matrix, Storyblok, and more.
- AI Question Input Feature — Add question input fields on your pages that redirect visitors to your AI support page.
Knowledge & search
- Data Sync — Run and schedule data syncs; view sync status, start a crawl, and access crawler settings or logs.
- Crawler Settings — Control how your website is crawled: general behaviour, crawl scope, image extraction, and standard result fields.
- Upload Documents — Add documents that are not on your public website.
- Search Settings — Configure search settings, categories, fields, filters, preview, and query synonym rules.
- Site Search — Configure the public search experience: scopes, facets, result cards, layout, and website integration.
- Curated Answers — Override or guide the AI with exact answers or pinned URLs using human-defined rules.
Agents & prompts
- Agents, Prompts & Functions — How agents, prompts, and functions work together.
- Configure Agents — View, add, and manage specialist agents for your service.
- Creating an Agent — Step-by-step guide to creating a new specialist agent.
- Editing an Agent — Set an agent's role, prompt, functions, search scope, and live status.
- Catalog Search — Let an agent recommend programs or catalogue items using a structured search plan.
- Multi-Step Retrieval — Help an agent answer questions that need more than one search step.
- Edit Prompts — View, add, and manage agent prompts and reusable prompt components.
- Prompt Components — Identity, Tone, Performance Style (text and voice), Guardrails, and Output Format.
- Editing a Prompt — Write prompts, use substitutions, review with AI, and restore earlier versions.
- Playbooks — Personalise the AI agent from the page, campaign, country, embed, hours, and visitor profile.
- Functions — What functions are, how they work, and how to write them.
Live operations
- Human Handoff — Work the inbox: take over chats, reply, saved replies, internal notes, search and filter, wait-time colours, and notifications.
- Desk settings — Modes, staffed hours, auto-assign, wait-time thresholds, and saved replies.
- Visitor Profiles — Structured details saved during chat, shown to advisors, and optionally written to your CRM.
- Visitor Profiles and CRM — HubSpot and Marketo properties, credentials, and go-live checklist.
- Customer Service Insights — Filters, charts, conversation threads, geography, timelines, and export for customer service analytics.
- Search Insights — Top queries, top clicked results, search timeline trends, and geographic distribution of searchers.
- Conversational Intelligence — Configure topic clustering and taxonomies that power Categories & Themes.
More
- Secure Services — Authenticated experiences for signed-in users, including SharePoint.
- Analytics API — Export raw conversation analytics records for a service using an API key from the Security screen.
- Documents Ingestion API — Push documents into the search index via API.
- AI Visibility — Overview of Airgentic's AI visibility tools.
- AI Visibility Optimiser — Get GEO recommendations and AI-generated fixes so your pages are easier for AI to parse and cite.
- AI Visibility Monitor — Track how often your content is cited in AI search results and compare against competitors.
- Future Student Experience — A recruitment interview that ends in a personalised, shareable page.
Support
We add new guides as we release features. If you don't see what you need, contact your account manager or support.