This article walks through how to add or edit a CivicPlus Agent (Resident Agent) for your organization.
Who can use this feature?
Instructions
Select AI Agents in the navigation menu and click Resident Agents
Click Add Agent or select an existing 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.
Chat Floating Action Button Size: Choose the size of the button. This size will be consistent across desktop, tablet, and mobile devices.
Configure the Location
Position: Choose to have the agent appear in the bottom right or bottom left of your site.
Bottom Offset: By default, the chat floating action button has a 20 px margin from the bottom of your website. You can adjust the vertical padding in 12px increments to ensure a perfect fit.
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.
Hidden Paths: Add paths on which the agent should not appear. Leave the field empty if you wish the agent to appear on all paths. Use a comma to separate multiple paths.
Modify the Chat Experience
Welcome Message: This message will first appear when the user opens the chat window.
Fallback Message: When the agent is unable to answer, it will return this message, which can be customized. We recommend providing an email, phone number, or link for residents to contact for more information.
Greeting: Add a message that will display next to the floating action button.
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.
Quick Prompts: Set up quick prompts to display on your agent’s chat widget by entering a title and a prompt. These prompts will guide the agent’s responses, ensuring users receive relevant information quickly. View helpful tips for creating quick prompts.
Click Save
You can now configure the Knowledge Base for the agent