The Shukai panel: where you set up and configure the assistant

The panel is where you set the assistant up and watch how it does. Everything here is done with forms and switches — no code. The only line of code is the script tag you paste into your site at the end, and the panel gives it to you ready to copy.

A site, and what is inside it

Each site is a separate assistant: its own pages to answer from, its own way of talking, its own look. Your account can hold several — how many depends on your plan.

Inside a site, the left menu starts with the Dashboard — how the site is doing at a glance and what to do next — and then has two groups:

• What the assistant is: Sources — what it knows. Agent — how it answers: its role, tone, greeting, model, and how it hands people over to you. Widget — what visitors see: the colours, the character, the button, the voice, what it may do on the page. Plus Tags, Tools (Tools and events) and API keys for when you need them.
• How it is doing: Analytics, Conversations and Requests — whether it finds answers, what people asked, and the contacts they left for you.

Settings at the bottom holds the site itself: its name and address, its languages, its sitemaps, the Support inbox that contact requests are emailed to, and Auto-tagging.

Above the sites sits your account: the list of Sites, Plan & billing, your profile and notifications.

The order that gets you live

1. Add a site. Give its name and address and let the panel set it up: it reads your pages, picks up your brand colour and languages, and builds the first agent and widget. Creating a site.
2. Check what it knows. The pages it read are on Sources. Add what is missing — a page, a PDF, a few lines of text. Sources.
3. Give it a voice. On Agent, say who it is and what it should and should not do. Agent.
4. Make it look like you. On Widget, set the colours and the character, and try it in the live preview beside the form. Widget.
5. Put it on your site. Copy the script from the widget’s Install tab into your pages. To answer real visitors it needs a plan; building and trying it is free. Plan & billing.

Then watch it: Conversations and analytics show what people ask and what the assistant could not answer, and Requests collects the contacts of people who wanted a person.

The assistant in the panel

The panel has its own assistant in the corner — the same one you are setting up for your site, working on our screens. Ask it where a setting is, or ask it to change one: it opens the right screen, fills in the fields and asks before it presses Save. On some screens it speaks up by itself when it notices something — a page that failed to process, questions nobody could answer.

Nothing is lost by changing your mind

Everything the setup filled in is a first version. Every field is edited later on its own screen, and changes reach your site on the next page load — there is nothing to publish.