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Go to AI agent in the sidebar. The page has six tabs: Agent, Knowledge, Website, Email, WhatsApp and Team inbox. What the chat says is on the Agent tab. How it looks is on the Website tab. The preview sits next to the settings on wide screens. On the Agent tab it has two views: Look shows the chat window, and Try it lets you chat with your saved agent. On a phone, use the Test button (Agent tab) or Preview button (Website tab) at the top. When you change something, the Unsaved changes bar appears. Click Save changes to keep your changes, or Discard to drop them. The chat only shows on your website once the agent is published: click Publish at the top of the page. It reads Published when it’s live. To try the saved agent in its own tab, click Test chat (new tab).
The AI agent page's Agent tab with Name, What it helps with and Tone on the left, and the chat preview with welcome messages and quick replies on the right.

The Agent tab with the live preview, with sample data.

The Website tab with Look and Size settings next to the chat preview.

The Website tab: colours, position and size next to the preview.

Agent tab: what the chat says

Under Basics:
  • Name: the name at the top of the chat (up to 50 characters).
  • What it helps with: the agent’s main job. One clear goal helps it decide what to say.
  • Tone: Balanced, Friendly, Professional, Casual or Short and direct. An example reply under the choice shows how it sounds.
Under Chat window:
  • Subtitle: a short line shown under the name (up to 500 characters).
  • Welcome messages: sent as soon as a customer opens the chat. Click Add a message for another. You need at least one.
  • Quick replies: buttons under the welcome messages, so customers can start with one tap, such as “Track my order”. Click Add a quick reply to add one.
  • Message box text: the grey text in the box where customers type, such as “Type your message…”.
The agent’s rules and fallback replies are on the same tab. See Widget behaviour and settings.

Website tab: how it looks

Under Look:
  • Match your website: click Use my brand to fill in the logo and main colour from your workspace’s website. Check the preview, then save. If nothing is found, set them yourself below.
  • Logo: an image address (https://…) shown at the top of the chat. A square image works best. Click Remove to go back to no logo.
  • Main colour: your brand colour, used for buttons and the customer’s messages. Pick it or type a hex code.
  • Header fade colour (optional): a second colour that blends into the main colour in the header.
  • Position: Bottom right, Bottom left, Top right or Top left.
Under Size (in pixels):
  • Width: 280 to 500.
  • Height: 350 to 750.
  • Corner roundness: 0 to 30.
  • Text size: 11 to 18.
Every chat window shows “Powered by ZynfoAI” at the bottom. No plan removes it, Pro included.
The Website tab also has Add to your website and Allowed websites, and the chat’s Behaviour settings. See Widget behaviour and settings and Add the chat widget to your website.