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User Guide/AI Chatbot

AI Chatbot for Your Website

Deploy an AI-powered chatbot on your website that answers visitor questions, books appointments, and handles inquiries — all using your business knowledge base.

By the Noematic team ·

Set up my chatbot
Show chatbot conversations
Change my chatbot personality to professional
Enable the chatbot on my website

Click the copy icon to copy a prompt, then paste it into your Noematic chat.

AI Chatbot

The AI Chatbot is a widget that lives on your tenant website and helps visitors in real-time. It uses your Business Brain (knowledge base, SOPs, identity) to answer questions accurately about your business.

Available on: Business and Agency plans.

How It Works

  1. Knowledge-Powered — The chatbot reads your Brain modules to answer questions about your services, policies, hours, and more.
  2. Action Through Approval — When visitors request appointments, callbacks, or submit inquiries, the chatbot creates approval requests that you review before anything happens. This is the "man in the middle" pattern — the AI facilitates but you authorize.
  3. Client Lookup — Existing clients can check their basic account status by providing their email. Only non-sensitive summary info is shared.

Setting Up

Set up my chatbot with a professional personality
Enable my chatbot

Or go to Account → AI Chatbot in the dashboard. You can configure:

  • Name — What the chatbot introduces itself as
  • Personality — Friendly, Professional, Casual, or Formal
  • Tone — Helpful, Concise, Detailed, or Empathetic
  • Greeting — The first message visitors see
  • Custom Instructions — Additional system prompt guidance
  • Appearance — Primary color, position (bottom-right/left), icon style

Behavior & Limits

  • Rate Limiting — Control max messages per session per hour
  • Conversation Length — Set max messages per conversation
  • Auto-Resolve — Conversations auto-resolve after inactivity
  • Email Requirement — Optionally require visitor email before chatting
  • Approval for Actions — Toggle whether chatbot actions need owner approval

What the Chatbot Can Do

Read-only (automatic):

  • Answer questions using your knowledge base
  • List your services and pricing
  • Check upcoming appointment availability

Through Approval:

  • Request appointments on behalf of visitors
  • Submit callback requests
  • Submit general inquiries
  • Look up basic client account status

Embedding

The chatbot is automatically included on your Noematic-hosted website when enabled. For external websites, copy the embed snippet from the Embed tab:

```html

<script src="https://your-domain.com/chatbot-widget.js" data-tenant="your-slug"></script>

`

Managing Conversations

Show my chatbot conversations
Resolve chatbot conversation [id]

You can view, resolve, or escalate conversations from the dashboard or through the IDE chat.