Configure your chatbot
Set organization names, response instructions, greetings, privacy links, and launcher position.
On this page
Choose the right name
| Setting | What it changes |
|---|---|
| Workspace name | The internal label your team sees in the portal and staff context. Change it in workspace settings. |
| Public name | The organization's visitor-facing name. Provide its authoritative English, Japanese, and Simplified Chinese spellings. |
| Assistant name | The name shown for chatbot messages. An unset name uses the localized product default. |
Configure Public name before reviewing translated greetings and form text. The assistant uses the configured public names when referring to your organization. Names of visitors and third parties are separate information.
Write useful instructions
In Agent, use Instructions to describe response style, scope, and the situations in which the assistant should suggest a form. Instructions are stored as written rather than automatically translated.
For example:
Use a professional, friendly tone. Ask a short follow-up when the visitor's request is unclear. For a visitor asking for a quote, explain the inquiry form and offer help completing it. Do not promise a price or delivery date that the published information does not support.
Keep instructions specific and internally consistent. Publish factual service details in a selected knowledge source. Do not put passwords, private documents, or API credentials into instructions. Instructions guide the assistant; they cannot add a missing integration or bypass submission confirmation.
Set the welcome message
The Welcome message is the opening shown before the visitor sends a message. Your custom welcome replaces the default. The default identifies the assistant as AI, so retain a clear AI disclosure in a custom greeting.
Saving a changed welcome or assistant name prepares the supported language versions. Review the result in each interface language. A failed save keeps the previously saved configuration active. Existing recorded greetings are not rewritten when you edit the welcome.
Add privacy information
Set Privacy policy URL to the organization's complete HTTP or HTTPS policy address. Privacy contact accepts an email address, telephone number, or HTTP or HTTPS contact-page URL. These details appear with the chatbot's privacy information and form agreement.
The shared Chatbot data handling notice describes Runs Agents' handling. Your organization's policy explains its own handling of inquiries. See Data collection, use, and access.
Preview and save appearance
In Preview, try Bottom left or Bottom right under Chatbot appearance. Save to apply the position to your website. An unsaved preview is a local draft. Website settings are picked up on subsequent website loads; an already open page does not receive a live settings push.
Test the launcher beside existing cookie banners, accessibility controls, and mobile navigation. Follow Website installation if it does not appear.