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Try your chat assistant, and give it documents

With the Chat add-on in AI mode, you can test the assistant before a visitor meets it, and give it a PDF to answer from.

2 minutesManagers and OwnersWorks on a phone

Try it

  1. Open Settings · Chat

    Pick AI as the mode. Under the settings you'll find Try your assistant.

  2. Ask a question

    Type what a visitor might ask and press Enter. It answers from your site as it is now, using the settings on screen, even if you haven't saved them yet. Enter asks; it never saves.

  3. Read the answer

    If it would hand the conversation to your team, it says so: Would pass this to your team. A follow-up reads like a chat, and Start again clears it.

  4. What it costs

    Nothing. Trying uses no chat credits and keeps no conversation. There is a limit of 50 tries a day, and a short wait if you ask many in a row.

Give it a document

  1. Add the PDF to Images

    In Images, choose Add a PDF. It must be under 4 MB.

  2. Pick it in Documents for the AI

    In Settings · Chat, the Documents for the AI card lists your PDFs. Pick one and the assistant reads it once. Up to five documents, and long ones are cut at about 12,000 characters.

  3. Check the result

    Use Try your assistant to ask something only the document answers.

  4. Take it off

    Press Take off on a document to stop the assistant using it. Removing the PDF from Images doesn't do that for you.

Credits

Reading a document uses 5 chat credits, once. If the read fails, they're given back. If you're short, you'll be asked to top up first. A changed PDF isn't read again by itself: take the old one off and add it again.

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