This article walks through how to add CivicPlus Agent (Resident Agent) for your organization.
Who can use this feature?
Organization Owners
Instructions
Select AI Agents in the navigation menu
Click Resident Agents
Click Add Resident Agent
Fill out the Branding fields:
Chatbot Name: This name will appear at the top of the chat window.
Primary Color: This color will appear in the chat user interface.
Custom Logo: Upload an image. Files should be a transparent PNG. Max file size is 500 KB. If an image is not set, a default icon will be in place.
Configure the Location:
Position: Choose to have the agent appear in the bottom right or bottom left of your site
Display URL: Enter the links on which the agent may be embedded. The embed code will also need to be added to the website for an agent to display.
Modify the Chat Introduction:
Welcome Message: This message will first appear when the user opens the chat window.
Response Length: Choose the length of your chatbot responses.
Short: 50 to 100 words maximum (2 to 3 sentences for simple questions)
Medium: 100 to 200 words (1 to 2 paragraphs with moderate detail)
Long: 200 to 300 words maximum (comprehensive detail with examples)
Tone: Choose the tone of your chatbot. This is how the AI will respond to residents' prompts.
Click Save
