Customize ChatterMate AI agents with custom instructions, personality, and AI or workflow modes for consistent, on-brand support in your company voice.
On by default. Turn it off to put the agent in human mode: it never answers
with AI, and every conversation goes straight to your inbox for a person to reply
to, from the customer’s first message.Use it when you want ChatterMate as a shared inbox for your team, or while you’re
still writing an agent’s instructions and don’t want it talking to customers yet.In human mode:
The model is never called, so the conversation costs you nothing in AI usage
The customer gets a short acknowledgement, then waits for your team
Your team gets the usual new-chat notification
The conversation shows as Waiting for human in the inbox until someone takes it
The widget header follows your business hours instead of
promising an instant reply, and the AI disclaimer is hidden
Human mode is not a transfer — there was no AI in the conversation to hand it on.
Customers see no “connecting you to a teammate” message and no handoff form.
Pick the groups that should handle these chats under Transfer Groups, which stays
available in human mode.
Ask Anything and Aurora do not open as a chat window in the corner. They open as a centered command palette over a dimmed page — press ⌘K (Ctrl+K on Windows and Linux), Esc or a click outside to dismiss it.
One input at the top, with suggested questions while it is empty
Answers written as prose, with their sources listed underneath
The answer types out as it arrives, and the panel grows to fit it
Customizable welcome title and subtitle
These are also the only two designs that can use the search bar placement, which replaces the launcher bubble with an “Ask anything” bar. See Widget Integration.
Every other design opens as a normal chat window and works in any placement.
A conversation normally continues where the visitor left off, which is what most people want — they come back and their history is still there. Turn this on when they might arrive with an unrelated question and would rather start clean.The control asks for confirmation before discarding the conversation, and is hidden while a human agent is handling the chat so a visitor cannot accidentally end a live conversation with your team.Starting a new chat does not change who the visitor is: if your app identified them with token authentication, the new conversation arrives in the inbox as the same person, with their custom_data.
The Widget placement section sets where the widget sits on your site — a floating bubble, a full-height drawer or a search bar — and whether it uses the built-in launcher at all. Anything set in your embed snippet overrides these defaults for that page.See Widget Integration for the full list of options and the JavaScript API.
All customizations are instantly reflected in the chat preview on the right side of the interface.
Connect external tools and services to your agent using the Model Context Protocol (MCP). These tools extend your agent’s capabilities with access to file systems, APIs, databases, and more.
