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.
When using Workflow mode, your agent operates using predefined workflows instead of AI-generated responses. This provides:
Structured Conversations: Guide users through specific paths
Conditional Logic: Route conversations based on user inputs
Automation: Trigger actions based on conversation flow
Consistency: Ensure standardized responses for common scenarios
Switch between AI Mode and Workflow using the toggle buttons at the top of the agent configuration.
MCP Tools
Learn how to extend your AI agent with external tools and services
Workflow Builder
Next: Learn how to create advanced conversation workflows
Knowledge Base
Learn how to enhance your AI agent with domain knowledge
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— light, neutral, classic chatbot.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Ask Anything`})}),_jsx(_components.td,{children:`Modern AI assistant style for general queries.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Aurora`})}),_jsx(_components.td,{children:`Dark, with a glowing aurora orb avatar.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Glass`})}),_jsx(_components.td,{children:`Frosted dark glass with soft glow and rounded bubbles.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Terminal`})}),_jsx(_components.td,{children:`Monospace developer style, square corners.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Playful`})}),_jsx(_components.td,{children:`Light, friendly and very rounded with warm accents.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Calm Mint`})}),_jsx(_components.td,{children:`Clean dark-teal with subtle borders.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Sunrise`})}),_jsx(_components.td,{children:`Bright, warm and airy — a light theme with a soft coral accent.`})]})]})]}),_jsx(Heading,{level:`4`,id:`the-ask-ai-panel`,children:`The Ask AI panel`}),_jsxs(_components.p,{children:[_jsx(_components.strong,{children:`Ask Anything`}),` and `,_jsx(_components.strong,{children:`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.`]}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`One input at the top, with suggested questions while it is empty`}),`\n`,_jsx(_components.li,{children:`Answers written as prose, with their sources listed underneath`}),`\n`,_jsx(_components.li,{children:`The answer types out as it arrives, and the panel grows to fit it`}),`\n`,_jsx(_components.li,{children:`Customizable welcome title and subtitle`}),`\n`]}),_jsxs(_components.p,{children:[`These are also the only two designs that can use the `,_jsx(_components.strong,{children:`search bar`}),` placement, which replaces the launcher bubble with an “Ask anything” bar. See `,_jsx(_components.a,{href:`/features/widget#placement`,children:`Widget Integration`}),`.`]}),_jsx(Note,{children:_jsx(_components.p,{children:`Every other design opens as a normal chat window and works in any placement.`})}),_jsx(Heading,{level:`3`,id:`welcome-message-ask-anything-and-aurora`,children:`Welcome Message (Ask Anything and Aurora)`}),_jsx(_components.p,{children:`When using the Ask Anything or Aurora design, you can customize:`}),_jsx(Heading,{level:`4`,id:`welcome-title`,children:`Welcome Title`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Personalized greeting for your AI assistant`}),`\n`,_jsx(_components.li,{children:`Defaults to “Welcome to [Agent Name]” if left empty`}),`\n`,_jsx(_components.li,{children:`Maximum 100 characters`}),`\n`]}),_jsx(Heading,{level:`4`,id:`welcome-subtitle`,children:`Welcome Subtitle`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Engaging description of your AI’s capabilities`}),`\n`,_jsx(_components.li,{children:`Defaults to “I’m here to help you with anything you need. What can I assist you with today?”`}),`\n`,_jsx(_components.li,{children:`Maximum 250 characters`}),`\n`,_jsx(_components.li,{children:`Supports multiple lines for detailed descriptions`}),`\n`]}),_jsx(Heading,{level:`3`,id:`colors`,children:`Colors`}),_jsx(_components.p,{children:`Customize the appearance of your chat widget:`}),_jsx(Heading,{level:`4`,id:`background`,children:`Background`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Set the background color of the chat interface`}),`\n`,_jsx(_components.li,{children:`Default color palette available for quick selection`}),`\n`]}),_jsx(Heading,{level:`4`,id:`chat-bubble`,children:`Chat Bubble`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Customize the color of chat message bubbles`}),`\n`,_jsx(_components.li,{children:`Maintain brand consistency with your website`}),`\n`]}),_jsx(Heading,{level:`4`,id:`accent`,children:`Accent`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Configure accent colors for interactive elements`}),`\n`,_jsx(_components.li,{children:`Used for buttons, highlights, and call-to-action elements`}),`\n`]}),_jsx(Heading,{level:`3`,id:`typography`,children:`Typography`}),_jsx(Heading,{level:`4`,id:`font-family`,children:`Font Family`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Choose from Inter, Instrument Sans, Space Grotesk, JetBrains Mono or your system font`}),`\n`,_jsx(_components.li,{children:`Ensure readability and brand alignment`}),`\n`,_jsx(_components.li,{children:`Consistent typography across all chat elements`}),`\n`]}),_jsx(Heading,{level:`3`,id:`chat-behaviour`,children:`Chat Behaviour`}),_jsxs(Table,{children:[_jsx(_components.thead,{children:_jsxs(_components.tr,{children:[_jsx(_components.th,{children:`Setting`}),_jsx(_components.th,{children:`Default`}),_jsx(_components.th,{children:`What it does`})]})}),_jsxs(_components.tbody,{children:[_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Show citations`})}),_jsx(_components.td,{children:`On`}),_jsx(_components.td,{children:`Lists the knowledge sources an answer came from.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Collect email before chat`})}),_jsx(_components.td,{children:`Off`}),_jsx(_components.td,{children:`Requires visitors to enter their email before they can start chatting.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Show AI disclaimer`})}),_jsx(_components.td,{children:`On`}),_jsx(_components.td,{children:`Adds “AI can make mistakes” to the widget footer. Hidden automatically once a human agent takes over.`})]}),_jsxs(_components.tr,{children:[_jsx(_components.td,{children:_jsx(_components.strong,{children:`Let visitors start a new chat`})}),_jsx(_components.td,{children:`Off`}),_jsxs(_components.td,{children:[`Adds a `,_jsx(_components.strong,{children:`New chat`}),` control that ends the conversation and starts a fresh one.`]})]})]})]}),_jsx(Heading,{level:`4`,id:`let-visitors-start-a-new-chat`,children:`Let visitors start a new chat`}),_jsx(_components.p,{children:`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.`}),_jsx(_components.p,{children:`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.`}),_jsxs(_components.p,{children:[`Starting a new chat does not change who the visitor is: if your app identified them with `,_jsx(_components.a,{href:`/features/authentication`,children:`token authentication`}),`, the new conversation arrives in the inbox as the same person, with their `,_jsx(_components.code,{children:`custom_data`}),`.`]}),_jsx(Heading,{level:`3`,id:`widget-placement`,children:`Widget Placement`}),_jsxs(_components.p,{children:[`The `,_jsx(_components.strong,{children:`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.`]}),_jsxs(_components.p,{children:[`See `,_jsx(_components.a,{href:`/features/widget#placement`,children:`Widget Integration`}),` for the full list of options and the JavaScript API.`]}),_jsx(Note,{children:_jsx(_components.p,{children:`All customizations are instantly reflected in the chat preview on the right side of the interface.`})})]}),_jsxs(Tab,{title:`Test \u0026 Preview`,id:`test-%26-preview`,\"data-child-heading-ids\":`[\"chat-preview\",\"real-time-testing\",\"interactive-testing\"]`,children:[_jsx(Frame,{children:_jsx(OptimizedImage,{src:`https://mintcdn.com/chattermatechat/KuJSDVe8niV0oBYv/images/test-preview.png?fit=max\u0026auto=format\u0026n=KuJSDVe8niV0oBYv\u0026q=85\u0026s=dae21effda589a3c31a582b48677727f`,alt:`Test \u0026 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deployment`}),`\n`]}),_jsx(Heading,{level:`3`,id:`interactive-testing`,children:`Interactive Testing`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Type messages to test agent responses`}),`\n`,_jsx(_components.li,{children:`Verify knowledge base integration`}),`\n`,_jsx(_components.li,{children:`Test transfer to human functionality`}),`\n`,_jsx(_components.li,{children:`Validate rating system behavior`}),`\n`]}),_jsx(Note,{children:_jsx(_components.p,{children:`Use this preview to thoroughly test your agent before making it live to ensure the best customer experience.`})})]}),_jsxs(Tab,{title:`Knowledge`,id:`knowledge`,\"data-child-heading-ids\":`[\"knowledge-sources\",\"adding-knowledge-sources\",\"knowledge-management\"]`,children:[_jsx(Frame,{children:_jsx(OptimizedImage,{src:`https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=296e3d06a5db0c2bb6d29ee327dbaf3a`,alt:`Knowledge Sources`,\"data-og-width\":`1807`,width:`1807`,\"data-og-height\":`855`,height:`855`,\"data-path\":`images/knowledge-sources.png`,\"data-optimize\":`true`,\"data-opv\":`3`,srcset:`https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=280\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=88b0573e8ecf70517af2ee84f76946df 280w, https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=560\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=76cd02aaa99ed7855691602e46862307 560w, https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=840\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=e8d984718ca05d1f73189b725e5999e4 840w, https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=1100\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=5a06861598578a6b2026118ec175b374 1100w, https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=1650\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=e1f03b3c57505c5d4fafabfff140fad3 1650w, https://mintcdn.com/chattermatechat/-wE-OCNZRRyM6A4m/images/knowledge-sources.png?w=2500\u0026fit=max\u0026auto=format\u0026n=-wE-OCNZRRyM6A4m\u0026q=85\u0026s=e3605ee3e3bfad83edd080fbf1b72592 2500w`})}),_jsx(Heading,{level:`2`,id:`knowledge-sources`,children:`Knowledge Sources`}),_jsx(_components.p,{children:`Connect your agent to various knowledge sources to enhance its responses with context-relevant information.`}),_jsx(Heading,{level:`3`,id:`adding-knowledge-sources`,children:`Adding Knowledge Sources`}),_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`+ Add Knowledge`}),`: Upload documents, websites, or other content`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Link Existing`}),`: Connect to previously configured knowledge bases`]}),`\n`]}),_jsx(Heading,{level:`3`,id:`knowledge-management`,children:`Knowledge Management`}),_jsx(_components.p,{children:`View and manage all connected knowledge sources:`}),_jsxs(_components.ul,{children:[`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Source`}),`: Name and origin of the knowledge`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Type`}),`: Document type or source format`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Subpages`}),`: Number of indexed pages or sections`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Created`}),`: When the knowledge source was added`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Actions`}),`: Edit, update, or remove knowledge sources`]}),`\n`]}),_jsx(Note,{children:_jsx(_components.p,{children:`Add knowledge sources to improve the agent’s responses and reduce “I don’t know” scenarios.`})})]}),_jsxs(Tab,{title:`Integrations`,id:`integrations`,\"data-child-heading-ids\":`[\"jira-integration\",\"create-jira-tickets\",\"configuration\"]`,children:[_jsx(Frame,{children:_jsx(OptimizedImage,{src:`https://mintcdn.com/chattermatechat/KuJSDVe8niV0oBYv/images/agent-integrationtab.png?fit=max\u0026auto=format\u0026n=KuJSDVe8niV0oBYv\u0026q=85\u0026s=8b65ce9bbfe921cd4e1e12a71e91d3e3`,alt:`Agent 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requiring tracking`}),`\n`]}),_jsx(Heading,{level:`3`,id:`configuration`,children:`Configuration`}),_jsxs(_components.ul,{children:[`\n`,_jsx(_components.li,{children:`Select Jira project for ticket creation`}),`\n`,_jsx(_components.li,{children:`Choose appropriate issue type`}),`\n`,_jsx(_components.li,{children:`Configure when tickets should be created`}),`\n`]}),_jsx(Note,{children:_jsx(_components.p,{children:`Jira connection must be established in settings before enabling ticket creation.`})})]}),_jsxs(Tab,{title:`MCP Tools`,id:`mcp-tools`,\"data-child-heading-ids\":`[\"mcp-tools-integration\",\"adding-mcp-tools\",\"tool-management\",\"popular-mcp-tools\"]`,children:[_jsx(Frame,{children:_jsx(OptimizedImage,{src:`https://mintcdn.com/chattermatechat/KuJSDVe8niV0oBYv/images/mcp-tools.png?fit=max\u0026auto=format\u0026n=KuJSDVe8niV0oBYv\u0026q=85\u0026s=ee492d771cfb90648eba2048b198db95`,alt:`MCP 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