General & Configuration

On the Configuration page in your WordPress dashboard, find Assistant Logo.

Upload a 64×64px PNG or SVG. The image appears in the chat widget header. A widget is the small chat box that sits on your website.

Find Assistant Name and enter the name travelers should see in the widget header.

Keep the name short and connected to your brand. For example, use Himalayan Treks Assistant instead of a long internal team name.

Find Response Language and select the language the assistant should always use.

Your Knowledge Base is the collection of trip details and content the assistant uses to answer questions. If your Knowledge Base is in English, choose English unless most of your travelers read another language.

Find Your Instructions and describe the tone, personality, and rules the assistant should follow in every reply.

Keep the instructions under 200 words. Tokens are the way AI usage is counted and billed. Longer instructions use more tokens in each reply.

Write the instructions as if you were briefing a new member of your team. For a family-friendly day-tour company, you might write: Be warm and casual. Avoid jargon. If a traveler asks about difficulty, compare it to everyday activities like walking in a park. Use the trip details in the Knowledge Base. Do not make up prices or availability. If you are not sure, offer to connect the traveler with our team.

Find Team Photo and upload a square photo that is at least 80×80px.

If you are a solo operator, upload your own photo. Travelers often trust a real face more than a generic icon.

Find Title and enter the name or role of the person who picks up the conversation.

A real name usually feels more personal than a team name. For example, use Maria from Alpine Adventures.

Find Message and write one line beneath the name.

Tell travelers what happens next. Avoid promising a response time you cannot keep.

The layout decides how the chat opens on your site.

Find Layout and choose one option. Pick Chat Widget for a floating launcher and chat panel. Pick Overlay Drawer for a full-height panel that slides in from the side of the screen.

Pick Overlay Drawer for a full-height panel that slides in from the side of the screen.

This decides which corner of the page the round chat button sits in.

Find the launcher position and choose bottom left or bottom right. Pick the corner that is not already crowded with other buttons on your site.

This is the small image travelers tap to open the chat.

Find Launcher icon and choose a chat bubble or upload your own logo. The icon changes to a down arrow while the widget is open.

This logo appears at the top left of the widget header on every tab so travelers know they are talking to your business.

Find Website logo and upload a square image that is at least 80×80px.

This color is used for the header, buttons, active tab, and launcher button. Matching it to your logo makes the chat look like it belongs on your site.

Find Brand color and pick a color. If your brand color is the deep green from your logo, choose that color here.

This shows a short message above the launcher a few seconds after the page loads. It gives travelers a reason to start chatting.

Find Proactive teaser and turn it on. Then find Teaser message and enter the message travelers should see. Use {{trip_name}} to automatically fill in the name of the trip page the traveler is viewing.

For example, if you run seasonal monsoon treks, you might write: Questions about our monsoon treks? Ask me!

This is the small word travelers see under the house icon at the bottom of the chat.

Find Tab label and enter the label shown under the house icon in the widget footer.

This is the first text travelers see when the chat opens. A warm greeting sets the tone.

Find Greeting and enter the greeting text travelers see first.

This line sits under the greeting. Keep it short so the chat button stays visible without scrolling.

Find Introduction and enter one line under the greeting. Keep it short so the chat button stays above the fold, which means travelers can see it without scrolling.

This is the large image at the top of the Home tab. It gives travelers a visual feel for your trips before they start chatting.

Find Hero image and upload a landscape image that is at least 640×360px. If you leave this empty, the chat shows the photo from the trip page the traveler is viewing. This works well when you run many trips and do not want to choose a different image for every trip.

This is the label on the main button travelers tap to start a conversation.

Find Chat button text and enter the label on the main chat button.

This shows the closest upcoming departure with its date, spots left, and price. It helps travelers pick a date without leaving the chat.

Find Next departure card and turn it on.

This adds quick links below the chat button so travelers can jump to important pages on your site.

Find Helpful links and turn it on. Then find Section title and enter the small heading above the links.

Under Links, add up to 6 links. Choose an icon for each one. Then enter the label and the destination URL for each link.

This is the small word travelers see under the chat icon at the bottom of the widget.

Find Tab label and enter the label shown under the chat icon in the widget footer.

This is the first message travelers see in every new chat. A good welcome message invites them to ask about your trips.

Find Welcome message and enter the first message in every new chat. Use {{trip_name}} to include the name of the trip the traveler is viewing. If you run a 3-day Annapurna trek, you might write:

Hi! Ask me anything about our Annapurna trek - gear, difficulty, what's included.

This is what the assistant says when it cannot answer. It keeps the conversation moving and guides the traveler to your team.

Find Fallback message and enter what the assistant should say when it does not know the answer.

These are tappable question chips that appear before the traveler's first message. They help travelers who do not know what to ask.

Find Starter questions and add up to 3 tappable questions. After that, the AI generates its own follow-up questions.

This message asks travelers to identify themselves after the chat has been useful. It helps your team follow up with real contact details.

Find Question and enter the message that asks travelers to identify themselves after the chat has been useful.

These are the contact details your team receives so you can follow up. Name and email are always collected.

Find Fields. Name and email are always on. Turn Phone on if you also want to ask for a phone number.

This is the light gray text travelers see in the message box before they type. It hints at what they can ask.

Find Message placeholder and enter the light gray text travelers see in the message box before they type.

These are 2 to 3 tappable follow-up questions that appear under each answer. They keep the conversation going without the traveler having to think of the next question.

Find Suggested follow-ups and turn it on to show 2 to 3 tappable follow-up questions under each answer.

This shows a 5-star prompt on the end-of-chat card. It helps you see how travelers feel about the assistant's help.

Find After the chat ends. Turn on Ask for a rating to show a 5-star prompt on the end-of-chat card.

This adds a button to the end-of-chat card that opens the traveler's mail app. It gives travelers a direct way to reach your team.

Find Show "Email now" and turn it on to add an Email now button to the card.

Then find Send to and enter the address that receives these messages. This field appears after you turn on Email now.

Find Subject and enter the email subject line. Use {{trip_name}} so you know which trip the email is about.

This is the small word travelers see under the compass icon at the bottom of the widget.

Find Tab label and enter the label shown under the compass icon.

This decides whether the list updates on its own or stays fixed to trips you pick.

Find Which trips and choose one option. Pick Most booked if you want the list to update from your booking data. Pick Choose manually if you want to pin a fixed list of trips.

This is where you choose which trips appear, and in what order. This step applies when you pick Choose manually.

Find selected trips and search for and select the trips to show. Trips appear in the order you select them. If your bestseller is a 5-day Everest viewpoint trek, pin it first so every traveler sees it at the top.

This controls how many trip cards show before travelers need to scroll. This step applies when you pick Most booked.

Find Number of trips and set how many cards appear before travelers need to scroll. You can show up to 20 trips.

This is the small word travelers see under the calendar icon at the bottom of the widget.

Find Tab label and enter the label shown under the calendar icon.

This controls how many upcoming dates travelers see before they need to scroll. Dates show soonest first.

Find Number of departures and set how many upcoming dates appear. You can show up to 20 departures.

This adds a button at the end of the list that takes travelers to a full calendar page. It helps travelers who want to browse all your dates at once.

Find Show "See all departures" button and turn it on.

This is the page the button takes travelers to. It should be the URL of your full departures or calendar page. This step applies after you turn on Show "See all departures".

Find Departures page and enter the URL where the button should take travelers.