AI assistant

Your website's AI assistant is a friendly chat helper that sits in the corner of your site. When a visitor has a question — where's my order, do you ship to my country, what's on your next tour — they tap the chat button and get an answer drawn from your own content. It never makes up an answer out of thin air; it works from the pages, products, posts, and quick answers you give it.

You turn it on, give it a name and a greeting, and TribeNest handles the rest.

Turning it on

Go to My Website then AI Agent in your dashboard.

1. Flip the Enable the assistant switch to on. As soon as it's on, a chat button appears in the corner of your published website.
2. Fill in the details under Configuration (below). Your changes save automatically as you go.

Setting it up

Once the assistant is enabled, a Configuration panel lets you shape how it looks and behaves.

• Assistant name — what the chat window is titled. Something like "Ask us" or the name of your project works well. If you leave it blank, it simply shows "Assistant."
• Greeting — the first line a visitor sees when they open the chat, for example "Hi! Ask me anything." Set the tone here.
• Instructions — a free-text box for tone, do's, and don'ts. Tell the assistant how to sound (warm, playful, professional) and set any ground rules — what to steer people toward, what to avoid saying.

Extra abilities

Two switches let the assistant do a little more than answer questions:

• Allow order status lookups — when on, a visitor can check where their order is by giving their order number and email. Handy if you sell merch and get a lot of "where's my package" questions.
• Allow email capture — when on, the assistant can add interested visitors to your email list right from the chat, so a curious visitor can become a subscriber without leaving the conversation.

Leave either off if you'd rather keep the assistant purely for answering questions.

Your credits and the monthly cap

The assistant draws on your plan's AI credits each time it answers. You can set a limit so it never runs away with them.

• Monthly credit cap — type a number to cap how many credits the assistant can use in a month, or leave it blank for no limit.
• Just below the cap, you'll see how many credits you've used this month — and, if you set a cap, how much of it you've used. Check back here anytime to see how much the assistant is being used.

Controlling how often visitors can chat

The Rate limit field caps how many messages a single visitor can send per minute. This keeps one person from firing off a huge number of messages in a short burst — protecting both your credits and the experience for everyone else. A small number like 8 is plenty for a normal conversation.

Building your knowledge base

The knowledge base is everything the assistant knows. Open it from My Website then AI Agent, then use the section switcher in the top-right corner to go to Knowledge base.

At the top you'll see a quick count of your sources — how many are Ready, how many are still Indexing, and any that Failed. Below that is the list of everything the assistant can draw on.

Where its knowledge comes from

• Your site content — your website pages, products, events, blog posts, courses, coaching, and collection entries are pulled in for you. You don't add these by hand.
• Uploaded documents — drag a file onto the list, or click Upload, to add PDFs, Word documents, or text files. Great for a policy sheet, a press kit, or a detailed FAQ document.
• Quick answers (FAQ) — click Add FAQ to type a title and a short answer the assistant should always know, like your shipping times or refund policy. Perfect for the questions you get again and again.

Keeping it tidy

• Use the search box and the type chips (Document, Website, Product, FAQ, and so on) to find a specific source in a long list.
• Hover any source and click the trash icon to remove it from the knowledge base.
• Each source shows a status. Ready means the assistant can use it. Indexing means TribeNest is still adding it — this happens automatically in the background and only takes a moment. Failed means something went wrong with that source; try removing and re-adding it.
• Click Re-index all to refresh everything at once — a good move after you've made a batch of changes to your site or added several documents.

Reading your conversations

Curious what visitors are actually asking? From My Website then AI Agent, use the section switcher to open Conversations.

Here you'll find every chat visitors have had, newest first. Each row shows:

• A short title for the conversation.
• Whether it was a Visitor or a signed-in Member.
• How many messages were exchanged, and how long ago it happened.

Click any conversation to read the full transcript — every question the visitor asked and every answer the assistant gave. Use Prev and Next to move through the pages when you have a lot of them.

What visitors see

On your published website, the assistant shows up as a chat button in the bottom corner. When a visitor taps it, a chat window opens with your greeting. They type a question, and the assistant replies using your content — pointing them to the right product, page, or post as it goes. They can close it anytime and carry on browsing.

It's styled to match your site automatically, so it feels like a natural part of your page rather than a bolt-on.

Where to go next

• Style and publish the site the assistant lives on — head to Editing your website.
• See how many people are visiting in the first place — check Website analytics.