How to Set Up the AI Chatbot in SupportGenix to Automate Customer Support

The AI Chatbot feature in SupportGenix provides real-time, automated assistance to users directly from your support site and ticket page. It helps users find answers instantly, even outside business hours, reducing the need to wait for agent responses. By leveraging AI, it improves response accuracy, boosts customer satisfaction, and reduces support workload—allowing your team to focus on complex issues while the chatbot handles routine queries efficiently and consistently.

This guide walks you through configuring the chatbot, customizing its responses, and styling it to match your brand.

Step 1: Enable the AI Chatbot

1. Go to SupportGenix > Configuration > AI Chatbot.
2. Under the Main tab, toggle the switch to enable the chatbot.

Step 2: Choose Your AI Tool

You can integrate either OpenAI or Claude.

1. Select your preferred AI provider.
2. Choose either OpenAI or Claude as your AI tool.
3. If you select OpenAI, enter your OpenAI API Key and set the maximum number of tokens (e.g., 1500).
4. If you select Claude, enter your Claude API Key and complete the relevant settings.

Step 3: Select Display Options

Choose where the chatbot should appear:

1. Show in Whole Site
2. Show in Ticket Page
3. Click Save Changes once settings are configured.

Step 4: Customize Chatbot Text

Navigate to the Text tab to personalize messages:

1. Chatbot Title (e.g., AI Assistant)
2. Welcome Message
3. Feedback Messages (Helpful/Not Helpful)
4. Related Docs Title
5. Create Ticket Link Text
6. Input Placeholder
7. Nothing Found & Error Messages.

Step 5: Style the Chatbot

Go to the Style tab to define the chatbot’s color scheme.

1. Choose your brand’s Primary Color.
2. Click Save Changes.

Where to Find AI Chatbot

Once configured, the AI Chatbot will be visible on your site and ready to assist visitors using real-time AI-generated answers.