Prerequisites
- Aikeedo v4.0.0 or later
- At least one AI provider configured (OpenAI, Anthropic, Cohere, xAI, Ollama, or a custom OpenAI-compatible provider)
- Access to your Aikeedo admin panel
Installation
The Chatbots plugin is available for purchase from the Aikeedo Marketplace.- Purchase and download the plugin package.
- In your admin panel, navigate to Plugins and upload the package.
- Click Install and follow the on-screen instructions.
Once installed, the Chatbots, Sources, Inbox, and Contacts sections become
available in your subscribers’ workspaces.
Admin settings
Platform-level settings
Navigate to Settings > Features > Chatbots in your admin panel to configure platform-wide settings. General- Status — enable or disable the Chatbots feature across your entire platform.
- Icon — upload your brand icon (PNG, SVG, or WEBP, recommended 64×64px).
- Brand name to display — the name shown next to the “Powered by” label. Leave empty to hide the branding section entirely.
- Link to the brand — the URL the branding label links to.
- Enable instruction templates — when enabled, subscribers see a template selector when setting up their chatbot’s agent instructions.
- Manage Instructions — opens the instruction templates editor where you can create, edit, and import built-in prompt templates. A set of ready-to-use templates (e.g. “Base instructions”, “Customer support agent”) can be imported with one click.
Plan-level settings
Per-plan chatbot controls are in the Extensions tab of each plan’s configuration (Plans > [plan name] > Extensions > Chatbots):- Allow Branding Removal — when enabled, subscribers on this plan can hide the “Powered by” text from their chatbot widget.
- Chatbot Limit — maximum number of chatbots a subscriber on this plan can create. Leave blank to allow unlimited chatbots.
Supported AI providers
The Chatbots plugin works with all AI providers already configured on your platform:- OpenAI
- Anthropic
- Cohere
- xAI (Grok)
- Ollama
- Any custom OpenAI-compatible provider
Subscriber experience (overview)
The chatbot builder is subscriber-operated, but understanding its structure helps you support your users.Creating a chatbot
Subscribers navigate to Chatbots in their workspace sidebar and click + Add new. They enter a chatbot name (internal only — not visible to end users) to create it.Chatbot editor
Each chatbot has a left-sidebar editor with the following sections: General- Name — internal identifier, not shown to end users.
- Access — either Only me (only the owner can configure it) or Workspace (all workspace members can configure it). Conversations, contacts, and inbox are always shared with all workspace members.
- Status — toggle between Published and unpublished.
- Configure the AI model, instructions (system prompt), and select an instruction template if enabled.
- Add knowledge base sources to ground the chatbot’s responses. Sources can be added as:
- Select sources — pick from existing Sources in the workspace
- Add files — upload documents or PDFs directly
- Add links — add URLs to crawl
- Configure the three widget spaces:
- Home — landing screen with welcome message, quick-action buttons, and links
- Messages — the main conversation interface
- Help — FAQ links and a help center button
- Color scheme — Light or Dark
- Position — Right or Left
- Chat icon — custom launcher icon (PNG, SVG, WEBP up to 1MB)
- Colors — primary color and text color overrides
- Domain restrictions — restrict the widget to specific trusted domains. Supports wildcards (e.g.
*.example.com). Note that*.example.comdoes not include the apex domainexample.com— add it separately if needed. Leave the list empty to allow the widget on any domain. - Identity verification — generate a JWT secret key to verify logged-in end-users. Enables personalized, secure interactions.
- Copy the JavaScript embed snippet and paste it into any website’s HTML to install the widget.
- All conversations initiated through the embedded widget, with full message history and contact details.
- All contacts captured through the widget, including first seen date, location, IP, and conversation history.
Troubleshooting
- Chatbots section not appearing after installation: Clear the admin cache via Settings > Advanced > Clear Cache and reload.
- Chatbot not responding: Verify that at least one AI provider is configured and that the subscriber’s plan grants access to at least one model.
- Widget not loading on a website: Check that the website’s domain is listed under trusted domains in the chatbot’s Security settings, or that domain restriction is disabled.
- “Powered by” still visible after plan allows removal: Confirm that Allow Branding Removal is enabled on the subscriber’s plan, and that the subscriber has toggled it off in their widget settings.
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Troubleshooting Guide
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