Overview

Widget configuration is where you customize your widget’s appearance, behavior, and capabilities. This comprehensive guide covers all configuration options including design customization, AI system prompts, data source connections, and deployment settings.

Key Configuration Areas

Design Customization

Customize colors, branding, and visual appearance to match your brand

AI Configuration

Set system prompts and configure AI behavior for your specific use case

Data Sources

Connect knowledge bases and storage connectors for contextual responses

Deployment Settings

Configure domain restrictions and access controls for your widget

Getting Started

1

Access Configuration

After creating your widget, you’ll be automatically taken to the configuration section

2

Design Settings

Customize colors, branding, and visual elements to match your brand identity

3

AI Configuration

Set system prompts and configure how the AI should behave and respond

4

Connect Data Sources

Link your knowledge bases and storage connectors for enhanced responses

Video Tutorial

Design Configuration

Primary and Secondary Colors

  • Primary Color: Set your main brand color for buttons, highlights, and primary elements
  • Secondary Color: Choose a complementary color for secondary elements and accents
  • Color Preview: See real-time preview of how colors will appear in your widget

Widget Name and Branding

  • Widget Name: Update the display name that appears in the chat interface
  • Welcome Message: Customize the initial greeting message users see
  • Brand Elements: Add your logo or brand imagery if supported

AI Configuration

Use Default System Prompt

  • Leverage AIDE’s optimized default prompts
  • Suitable for general customer support and information queries
  • Automatically updated with best practices

Custom System Prompt

  • Write your own system prompt for specific use cases
  • Define exactly how the AI should behave and respond
  • Include specific instructions, tone, and response guidelines

Plan Your Purpose: Define exactly what your widget will help users with and accordingly set the custom prompt

Data Source Configuration

Knowledge Base Connection

  • Select Knowledge Bases: Choose which knowledge bases to connect
  • Content Access: Determine what information the widget can access
  • Update Frequency: Set how often content should be refreshed

Storage Connectors

  • Google Drive: Connect specific folders or documents
  • Slack: Link relevant channels or workspaces
  • Gmail: Connect email accounts for email-related queries
  • Other Connectors: Add any other available data sources

Data Source Management

  • Priority Settings: Set importance levels for different data sources
  • Access Control: Configure what information each source provides
  • Sync Status: Monitor the connection status of all data sources

Start with Defaults: Begin with default settings and customize gradually based on needs

FAQ

Troubleshooting

IssueSolutionPrevention
Colors Not UpdatingSave changes and refresh the previewEnsure you’re in the correct configuration section
Data Sources Not ConnectingCheck permissions and try re-authenticatingVerify data source availability before connecting
Custom Prompt Not WorkingReview prompt syntax and test with simple queriesStart with basic prompts and add complexity gradually
Configuration Not SavingCheck internet connection and try againComplete all required fields before saving

Next Steps