Tenant Setup &
Configuration Guide
A complete walkthrough for creating and configuring a tenant — from basic information and AI model selection to personality, response behavior, and deployment mode.
Create a New Tenant
- Log in to the platform as an Admin.
- Navigate to Tenants from the main dashboard.
- Click the "Add New Tenant" button.
- The tenant configuration form will open — continue through each section below.
Basic Information
Enter the full name of the client company. This name appears throughout the platform and in the chatbot header.
Example: Acme Corporation
Controls whether the tenant is live and accessible.
| Option | Description |
|---|---|
| Active | Tenant is live; chatbot responds normally |
| Inactive | Tenant is disabled; chatbot will not respond |
Company Information & Knowledge Context
Write a detailed description of the company so the AI understands the business context. Include what the company does, who they serve, key products or services, important policies, and industry-specific terminology.
What to Include
- What the company does and who they serve
- Key products or services offered
- Important policies or processes customers frequently ask about
- Industry terminology or jargon specific to the business
We are an HR software company that provides employee onboarding tools for mid-size businesses. Our main product helps companies automate their hiring process, track new hire paperwork, and manage benefits enrollment. We serve companies with 50–500 employees in the US and Canada. Common questions involve benefits enrollment windows, I-9 documentation, and our onboarding portal login process.
Chatbot Personality
Using a Template (Optional)
Toggle "Use a template to get started faster" to browse pre-built personality presets organized by industry. Selecting a template auto-fills the personality and instruction fields, which you can then customize.
Personality Style
| Option | Description | Best For |
|---|---|---|
| Professional | Courteous and business-like | Customer support, B2B (recommended default) |
| Friendly | Warm and approachable | Retail, consumer brands |
| Casual | Relaxed and conversational | Lifestyle, community products |
| Technical | Precise and detail-oriented | Dev tools, SaaS, IT helpdesk |
Response Guidelines
Use this field to give the chatbot specific behavioral instructions — how long answers should be, what to do when uncertain, topics to avoid, and escalation behavior.
- Keep answers concise (2–3 sentences) unless the user asks for detail - Always be empathetic and understanding - If you don't know something, say so rather than guessing - Collect the customer's name and email before escalating to support - Never discuss competitor products or pricing
Advanced Settings — AI Provider & Model
Click "Advanced Settings" to expand this section. Select which AI service powers this tenant's chatbot and which specific model to use.
| Provider | Description | Trial Access |
|---|---|---|
| OpenAI | Powered by GPT model family | Available |
| Anthropic | Powered by Claude model family | Upgrade Required |
OpenAI Models
Anthropic (Claude) Models
Custom API Keys (Optional)
Leave these fields empty to use the platform's shared API key (recommended for most deployments). Provide a client's own API key only if they require separate billing or usage isolation.
OpenAI Key
Starts with sk-...
Anthropic Key
Starts with sk-ant-...
Response Behavior
Response Creativity (Temperature)
A slider from 0.0 to 1.0 that controls how varied or predictable the AI's responses are. Default is 0.7.
| Range | Effect | Recommended For |
|---|---|---|
| 0.0 – 0.3 Low | Very consistent, same-style answers | Legal, compliance, factual support bots |
| 0.4 – 0.6 Medium | Balanced — slightly varied but reliable | General customer support |
| 0.7 – 1.0 High | More creative, varied phrasing | Conversational assistants, brand voices |
Smart Summaries
When enabled, the chatbot reads your knowledge base and explains information in its own words. When disabled, it quotes directly from the source material.
- Default: Enabled — recommended for most deployments
- Disable only if verbatim accuracy is required (legal, compliance, regulated industries)
Deployment Mode
| Mode | Best For | Access Method |
|---|---|---|
| External Default | Public-facing customer support, sales chat on a website | Embedded widget or standalone URL |
| Internal | Private employee portal — HR, IT helpdesk, onboarding | Login-protected portal with access codes |
Internal Deployment Settings
These fields only appear when Deployment Mode is set to Internal.
| Field | Description | Example |
|---|---|---|
| Allowed Email Domains | Restrict portal access to employees with company email addresses. Enter one or more domains separated by commas. Leave empty to allow any email (not recommended). | company.com, subsidiary.com |
| Employee Self-Registration | When enabled, employees can initiate sign-in with their email. When disabled, only admins can provision access. | Default: Enabled |
| Internal Portal Title | Heading shown on the employee login page. Defaults to the tenant's company name if left empty. | Employee Knowledge Assistant |
| Internal Portal Subtitle | Short tagline shown below the title on the login page. | Ask questions about HR policies, IT support, and more |
Save the Tenant
- Click "Create Tenant" for new tenants, or "Update Tenant" when editing an existing one.
- A green success message confirms the save: "Tenant created successfully!"
- If an error occurs, a red message will describe the issue.
After Setup — What to Do Next
📄 Build the Knowledge Base
Upload documents, add URLs, or enter text so the chatbot has accurate information to draw from.
🌐 Deploy the Widget
Generate a deployment token and get embed code. See the External Widget Deployment Guide.
🔐 Set Up Internal Portal
Create employee access codes and share the portal URL. See the Internal Portal Setup Guide.
📊 Review Analytics
Monitor chat volume, session quality, and handoff rates after the tenant goes live.
Common Questions
Yes. Go back to the tenant settings at any time and update the AI Provider or Model. Changes take effect immediately on the next chat message — no downtime required.
The platform's default API key is used. This is the recommended approach for most deployments, unless the client requires their own billing or usage isolation.
Deployment Mode must be set to either External or Internal per tenant. If you need both, create two separate tenants — one for each mode. Each operates independently with its own knowledge base and settings.
Deleting a tenant permanently removes all associated data: knowledge base documents, chat history, widget tokens, and access codes. This action cannot be undone. A confirmation prompt will appear before deletion proceeds.