AI Assistant Setup Guide
Configure the AI-powered assistant for your support widget to provide 24/7 automated responses.
Overview
The AI Assistant enables your support widget to provide instant, intelligent responses to visitor inquiries 24/7. It uses advanced language models from OpenAI, Google Gemini, or Anthropic Claude to understand questions and provide helpful answers based on your uploaded knowledge documents.
Supported AI Providers
OpenAI
GPT-4o, GPT-4o Mini, and other OpenAI models.
Best for: General legal inquiries, complex reasoning
Google Gemini
Gemini 2.0 Flash, Pro, and experimental models.
Best for: Fast responses, cost-effective
Anthropic Claude
Claude 3.5 Sonnet, Haiku, and Opus models.
Best for: Nuanced responses, longer context
Setup Options
Choose how you want to power your AI assistant:
Option 1: Platform Subscription
Subscribe to our AI service and let us handle the API keys. No technical setup required.
Setup Steps:
- Navigate to Settings → Integrations
- In the AI Agent Settings section, toggle Enable AI Agent
- Select "Use Platform Key (Subscription)" as the API Key Source
- Click the "Subscribe to AI Service" button
- Choose your subscription plan (1, 3, 6, or 12 months)
- Complete payment via Paystack
- Select your preferred AI Provider (OpenAI, Gemini, or Claude)
- Choose a model from the dropdown
- Click Save Settings
💡 Benefits
- • No API key management required
- • Predictable monthly costs
- • Access to all providers (OpenAI, Gemini, Claude)
- • Automatic updates and maintenance
Option 2: Use Your Own API Key
Bring your own API key from OpenAI, Google, or Anthropic for full control over costs and usage.
Setup Steps:
- Navigate to Settings → Integrations
- In the AI Agent Settings section, toggle Enable AI Agent
- Select "Use Own API Key" as the API Key Source
- Choose your AI Provider (OpenAI, Gemini, or Claude)
- Enter your API key in the API Key field
- Select a model from the dropdown
- Click Save Settings
Getting API Keys:
OpenAI
Visit platform.openai.com/api-keys → Create new secret key
Google Gemini
Visit aistudio.google.com/apikey → Create API key
Anthropic Claude
Visit console.anthropic.com/settings/keys → Create Key
⚠️ Important Notes
- • Your API key is encrypted before storage
- • Usage costs are billed directly by the provider
- • Anthropic Claude requires a secondary embedding key (OpenAI or Gemini) for knowledge search
Uploading Knowledge Documents
Train your AI assistant with your firm's specific information by uploading knowledge documents.
- In the Integrations page, scroll to Knowledge Documents
- Click Upload Document
- Select a PDF, DOCX, or TXT file (max 5MB)
- Wait for the document to process (this may take a minute)
- The AI will now use this information to answer questions
Recommended Documents to Upload:
- • Firm overview and practice areas
- • FAQ about your services
- • Fee structures and payment policies
- • Contact information and office hours
- • Common legal procedures you handle
Customizing AI Behavior
Fine-tune how your AI assistant responds to visitors:
System Prompt
Customize the AI's personality and behavior. The default prompt instructs it to be a helpful legal assistant. You can modify this to include specific instructions like:
- • Firm-specific greeting style
- • Topics to avoid discussing
- • When to suggest scheduling a consultation
- • Language preferences
Working Hours
Set when AI responses are active. Outside these hours, visitors can still leave messages that will be saved for your team to respond to.
✅ Testing Your AI Assistant
After setup, test your AI by opening your website with the widget installed and asking questions about your services. The AI should respond using information from your uploaded knowledge documents.