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Advanced Settings

AI Chat Assist offers a range of advanced settings and configurations to fine-tune your chatbot’s behavior, security, and performance. This guide covers the advanced options available to power users and administrators.

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Security Settings

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Domain Restrictions

Control which websites can display your chatbot:

1. Go to Settings > Security > Domains
2. Add allowed domains (e.g., example.com, *.example.com)
3. Choose restriction level:
   • Strict: Exact domain match required
   • Moderate: Subdomains allowed
   • Relaxed: Allow embedding on any domain
4. Enable/disable localhost for development
5. Save your domain settings

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Authentication Options

Configure how users authenticate with your chatbot:

• No Authentication

• Email Verification

• SSO Integration

• Custom Auth

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Data Privacy Controls

Configure how user data is handled:

1. Go to Settings > Privacy
2. Set data retention periods
3. Configure anonymization options
4. Set up data export capabilities
5. Configure consent management
6. Enable/disable specific data collection

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Advanced AI Settings

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Language Model Configuration

Fine-tune the AI language model:

1. Go to Settings > AI > Language Model
2. Select model version:
   • Standard: Balanced performance and cost
   • Advanced: Higher accuracy, more capabilities
   • Enterprise: Highest performance, custom training
3. Configure response parameters:
   • Temperature (creativity vs. consistency)
   • Top-p sampling
   • Response length limits
   • Repetition penalties
4. Save your model settings

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Knowledge Base Tuning

Optimize how your knowledge base is used:

1. Go to Settings > AI > Knowledge Base
2. Configure retrieval settings:
   • Relevance threshold
   • Maximum sources per query
   • Context window size
3. Set up knowledge weighting:
   • Prioritize recent documents
   • Weight by source reliability
   • Custom weighting rules
4. Configure fallback behavior
5. Enable/disable automatic knowledge updates

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Conversation Memory

Configure how the bot remembers conversation context:

1. Go to Settings > AI > Memory
2. Set conversation memory duration
3. Configure memory depth (how many turns to remember)
4. Set up long-term memory features
5. Configure cross-conversation memory
6. Enable/disable user preference memory

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Workflow & Logic Settings

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Conditional Logic Rules

Create complex decision trees and logic:

1. Go to Settings > Workflows > Logic Rules
2. Create new rule sets
3. Configure conditions using:
   • User inputs
   • Conversation context
   • User attributes
   • External data
4. Set up actions for each condition
5. Configure fallback actions
6. Test your logic rules

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Webhook Configuration

Set up webhooks to connect with external systems:

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Custom Functions

Create JavaScript functions to extend bot capabilities:

1. Go to Settings > Advanced > Custom Functions
2. Click Create Function
3. Write your JavaScript function
4. Configure inputs and outputs
5. Set execution permissions
6. Test your function
7. Deploy to your bot

Example custom function:

// Calculate shipping cost based on weight and distance
function calculateShipping(weight, distance, expedited) {
  const baseRate = 5.99;
  const weightRate = weight * 0.5;
  const distanceRate = distance * 0.1;
  const expeditedMultiplier = expedited ? 1.5 : 1;
  
  return (baseRate + weightRate + distanceRate) * expeditedMultiplier;
}

// Return the result
return {
  shippingCost: calculateShipping(
    params.weight, 
    params.distance, 
    params.expedited
  )
};

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System Integration

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API Rate Limits

Configure API usage limits:

1. Go to Settings > API > Rate Limits
2. Set limits for different API endpoints
3. Configure throttling behavior
4. Set up notifications for limit approaches
5. View usage statistics and trends

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Caching Configuration

Optimize performance with caching:

1. Go to Settings > Performance > Caching
2. Configure cache duration for different content types
3. Set up cache invalidation rules
4. Enable/disable specific cache types:
   • Response caching
   • Knowledge base caching
   • User data caching
   • External API response caching
5. Monitor cache performance

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Logging and Monitoring

Configure detailed system logging:

1. Go to Settings > System > Logging
2. Select log levels (debug, info, warning, error)
3. Configure log destinations:
   • Internal logs
   • External logging service
   • Custom webhook
4. Set up log retention policies
5. Configure alert thresholds
6. Enable/disable specific log categories

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Team and Access Control

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Role-Based Access Control

Configure detailed permissions:

1. Go to Settings > Team > Roles
2. View default roles:
   • Owner: Full access
   • Admin: Full access except billing
   • Editor: Create and edit bots and campaigns
   • Analyst: View-only access to analytics
   • Agent: Handle conversations
3. Create custom roles with specific permissions
4. Configure role hierarchies
5. Set up approval workflows

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Two-Factor Authentication

Enhance account security:

1. Go to Settings > Security > 2FA
2. Enable two-factor authentication
3. Choose authentication methods:
   • SMS verification
   • Authenticator app
   • Email verification
   • Security keys
4. Configure enforcement policies
5. Set up recovery options

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Audit Logging

Track system changes:

1. Go to Settings > Security > Audit Logs
2. View all system changes
3. Filter by:
   • User
   • Action type
   • Date range
   • Resource affected
4. Export audit logs
5. Configure retention policies

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Advanced Customization

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Custom JavaScript Injection

Add custom JavaScript to your chat widget:

1. Go to Settings > Advanced > Custom Code
2. Enable custom JavaScript
3. Add your code in the editor
4. Configure execution timing:
   • On widget load
   • Before conversation starts
   • After message sent/received
   • On specific events
5. Test your custom code
6. Enable in production

Example custom code:

// Track conversation starts in Google Analytics
window.addEventListener('aca:conversation:started', function(event) {
  if (typeof gtag === 'function') {
    gtag('event', 'conversation_started', {
      'bot_id': event.detail.botId,
      'conversation_id': event.detail.conversationId,
      'page_path': window.location.pathname
    });
  }
});

// Add custom button to chat header
AIChatAssist.onReady(function() {
  const headerElement = document.querySelector('.aca-chat-header');
  const customButton = document.createElement('button');
  customButton.className = 'aca-custom-button';
  customButton.innerHTML = '<i class="fa fa-star"></i>';
  customButton.onclick = function() {
    // Custom action
    AIChatAssist.sendMessage('I clicked the star button!');
  };
  headerElement.appendChild(customButton);
});

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White Labeling

Remove AI Chat Assist branding:

1. Go to Settings > White Label
2. Enable white labeling (requires Enterprise plan)
3. Remove “Powered by AI Chat Assist” footer
4. Customize system messages
5. Replace default error pages
6. Configure custom domain for hosted assets

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Troubleshooting Advanced Settings

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Best Practices

1. Test in staging: Always test advanced settings in a staging environment first
2. Document changes: Keep a record of configuration changes
3. Monitor impact: Watch key metrics after making changes
4. Incremental updates: Make one change at a time to isolate effects
5. Regular audits: Periodically review all advanced settings
6. Backup configurations: Export settings before making significant changes
7. Follow security principles: Apply least privilege access control

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Next Steps