Documentation Hub

Privas AI Documentation: Setup & Implementation Guides

Find setup, implementation, and operational guides to deploy and run your Privas AI website representative.

A. Start Here

Understand what Privas AI is before you set it up: a website representative that answers visitors using only the knowledge you approve.

B. Getting Started

Quickstart

Two ways to launch your website representative: an automated setup from your URL, or the manual path where you configure each part yourself.

Instant Onboarding

Start from just your website address. Privas AI builds a workspace, loads your content, drafts a persona, and hands you a preview link.

Create Your First Domain

Create the workspace your AI representative lives in. A domain sets the scope of knowledge the assistant is allowed to use.

AI Identity

Tell the assistant which organization it represents, what role it plays, and the scope of questions it should answer on your behalf.

Configure the Assistant

Set how your representative appears and opens a conversation: its display name, avatar, greeting message, and clickable conversation starters.

Define AI Behaviour

Use the system prompt to guide how your representative communicates: its role, tone, and how it handles unclear or incomplete questions.

Add Knowledge Sources

Give your representative the information it answers from. Add pages, documents, and other sources, then verify with a private share link.

Import a Whole Website

Add many pages at once with the sitemap option: preview the list of pages found, choose which to include, and queue them for processing.

Share the Assistant

Create a private share link so selected people can try your representative and give feedback before it goes live on your website.

Test the Representative

Verify that your representative responds correctly before letting real visitors use it.

Customize Widget Appearance

Match the chat widget to your website: set the launcher icon, avatar, name, and colors, and preview changes live before you publish.

C. Go Live

Go Live

Publish your representative to real visitors. Confirm its answers are accurate, then install the widget so anyone can start a conversation.

D. Widget Integration

Install the Website Widget

Add the Privas AI chat widget to your website with a single script tag. One embed code per domain, placed once, loads on every page you add it to.

Install Privas AI on WordPress

Add the Privas AI representative to your WordPress website

Install Privas AI on WIX

Embed the AI representative on WIX

Install Privas AI on Shopify

Add the Privas AI representative to your Shopify store by pasting the embed script into your theme, so it appears across all storefront pages.

Install Privas AI on SquareSpace

Embed the AI representative on a SquareSpace

Install Privas AI on Google Sites

Embed the AI representative on a Google Sites website

Install Privas AI on GoDaddy Website Builder

Embed the AI representative on a GoDaddy Website Builder

Install Privas AI on Blogger

Embed the AI representative on Blogger

Install Privas AI on BigCommerce

Install Privas AI on Big Commerce

Install Privas AI on Drupal

Embed the AI representative on a Drupal

Install Privas AI on Joomla

Embed the AI representative on a Joomla

E. Conversation Management

Conversation Management

Run your assistant as a team: let visitors reach a human, take over conversations, send follow-ups, and keep everyone informed of activity.

Manage Team Collaboration

Invite teammates to a domain and assign roles. Owner, Domain Admin, and Viewer control who can change settings, manage conversations, and view data.

Bell Escalation (Request Admin)

Let a visitor request a human during a live chat. The bell notifies your configured recipients with a direct link to the conversation.

Admin Take Over

Step into a live conversation and reply as a person. Taking over pauses the AI for that chat only, and the visitor sees when a human joins.

Conversation Context on Takeover

What your team sees when opening a live conversation: full history, the visitor's presence status, and how to send a clean first human reply.

Inspecting a Conversation

Understand any conversation from the dashboard: what the assistant remembers, which knowledge shaped each answer, and who took over and when.

Team Response Workflow

A simple routine for teams: let the AI handle the opening, watch alerts instead of a dashboard, and step in only at the right moment.

Monitoring Live Conversations & Email Alerts

Get alerted the moment a visitor starts a conversation, so your team can monitor by email instead of watching a dashboard all day.

Usage Dashboard

Monitor activity across your representatives: total messages, usage, last activity, daily trends, and a conversion funnel for each surface.

Funnel Analytics

See how visitors move from opening the chat to becoming leads. The funnel tracks four stages, split between your widget and share-link surfaces.

Scheduled Reports

Email a summary of your dashboard numbers on a schedule, weekly or monthly, so your team sees how the assistant is performing without opening Privas.

Email Follow Ups

When a visitor shares their email, Privas AI can send a follow-up summarizing the conversation, so a website chat can continue after they leave.

Email Operations

Email Operations allows you to monitor and manage all emails triggered by Privas AI and system activities.

F. AI System

How the Assistant Represents You

Why the assistant answers as a representative of your website rather than a generic AI, built on domain isolation and the identity you configure.

AI Conversations

How Privas AI handles a conversation: grounded answers that stream in, optional interactive components, stored history, and escalation to a person.

AI Knowledge Model

Learn how the AI Knowledge Model works at Privas AI. Visualize your documents and website data to ensure your AI representative's responses are always accurate.

AI Proactive Behaviour

Built-in behaviours that keep conversations helpful: clarifying out-of-scope questions, offering an optional email follow-up, and guiding visitors.

AI Knowledge Sources Explained

The materials your representative answers from: documents, website pages, whole-site imports, YouTube videos, and Wikipedia, all scoped to the domain.

G. Answer Control

Answer Control

The settings that decide what your assistant may say, what it must decline, the contacts it can share, and the components it can show in a chat.

Scope Guardrail

Declare the subjects your assistant must not discuss and the exact sentences it uses to decline, so off-topic questions get a consistent answer.

Official Contacts

Set the verified phone, WhatsApp, email, and location the assistant may give out, so it never invents contact details and buttons open the right thing.

Capability Guide

Show visitors what the assistant can do, with example prompts they can tap to fill the message box. It replaces the old static FAQ list.

Chat Components

Let the assistant answer with interactive elements like quick replies, pricing tables, and cards, instead of plain text. Turn each type on or off.

Proactive Rules

Show a component automatically when a condition matches, such as a promo card when a visitor asks about pricing, with a live preview as you build it.

H. Appearance & Whitelabel

Appearance & Branding

Make every chat surface look like your brand: theme and typography, the share-link page, the widget bubble, and whitelabel options on eligible plans.

Theme & Templates

Set colors, typography, and corner style for your chat surfaces, and use one-click Light or Dark templates as a starting point you can then adjust.

Share-link Experience

Shape the standalone conversation page at privas.ai/c/...: its greeting, the suggested-questions wheel, and the sidebar visitors see beside the chat.

Widget Bubble & Teaser

Style the floating chat bubble on your website and set an optional teaser message that invites visitors to open the chat.

Whitelabel

On eligible plans, remove the powered-by mark and apply custom styling so the chat looks entirely like your own product.

I. Integrations & Agent Access

Integrations & Agent Access

Connect your assistant to live systems, let it act on the page a visitor is viewing, and give your own agent read access to your workspace.

MCP Connectors

Connect a tool server so your assistant can read live data during a conversation, such as prices, availability, or a quote, instead of static knowledge.

Page Actions

Let the assistant help fill a form on the page a visitor is viewing. It proposes each action, and the visitor approves it before anything happens.

Agent Access

Create an API key so your own AI agent can read your Privas AI workspace configuration over MCP. Read-only by default, and the key is shown once.

Widget Kill Switch

Turn off the chat widget on your website in one click for an emergency, while your share links keep working. Re-enable it just as quickly.

J. Plans Limits & Billing

Plans & Billing

Understand what your plan includes, how usage is measured, and how to upgrade or cancel. Start here for anything about limits and your subscription.

Plan Limits

What each plan includes: number of domains, knowledge sources per domain, content size per source, and conversations per month, with how each is scoped.

How Conversations Are Counted

One conversation is one chat room, not one message and not one session. A returning visitor picking up an old chat is not counted again.

Upgrade & Cancel

Change your plan when your needs grow, and understand what happens at the end of a billing period when you upgrade, downgrade, or cancel.

Account Settings

The account-level area for your subscription, theme, and account actions, separate from the per-domain settings where you configure each assistant.

K. Security & Data

Security & Data

How Privas AI keeps each representative's data separate, what it stores, and what happens when you delete a domain or your account.

Domain Isolation

Every representative operates in its own domain, with separate knowledge, configuration, and conversations, so one assistant never sees another's data.

Data Storage & Retention

What Privas AI stores for your representative: your knowledge sources, conversation history, and configuration, all scoped to their own domain.

Delete a Domain or Account

How to permanently delete a domain and everything it holds, and what deleting your whole account removes. Deletion cannot be undone.

L. Appointments

Appointments

Let visitors book a meeting with you from a public booking link or right inside a conversation, using the hours and calendar you control.

Booking Link & Availability

Publish your booking link, describe the meeting, and set the weekly hours, time zone, and closed days that decide which times visitors can book.

Meeting Types

Offer several kinds of meetings, such as a short intro and a longer consultation, each with its own link, title, and length on one shared calendar.

Booking in Chat

Let the assistant show your real open times inside the conversation, so visitors can book a meeting on your share link or widget without leaving the chat.

Google Calendar & Meet

Connect Google Calendar so your busy times are never offered, bookings land in your calendar, and each online meeting gets its own Google Meet link.

Managing Bookings

See who booked and when, know which emails guests and your team receive, and how guests reschedule or cancel a booking from their own personal link.

Concept & Features

Core concepts and privacy-first design

Use Cases

Real-world applications across industries