Customize Your Agent
Customization in ChatMaven is split in two places: how the AI replies (AI Settings) and how the website widget looks (Web Chat → Appearance). Configure behavior during the wizard’s AI Config step, then refine both surfaces after the agent exists.
AI behavior (AI Settings)
Tone, model, and instructions are not widget theme controls. They live under Agents → AI Settings (route live.chatmaven.ai/agent/ai-config).
- Open Agents and select the agent in the sidebar dropdown.
- Click AI Settings (below General).
- Click Save at the bottom after changes.
| Area | What you set |
|---|---|
| Automation mode | How much the agent can do on its own (Full AI, Structured only, or Flows only). |
| Model & voice | Workspace, display name, role, model, Speaking style (Professional, Friendly, Casual, Formal), and Response variety (Focused to Expressive). |
| Custom Rules | Standing instructions (same role as Chat guidelines in the create wizard). |
| AI Actions | Optional automations (forms, templates, flows) when customer intent matches. |
These match the wizard AI Config step. See AI Settings for every field.
Web Chat appearance
The customer-facing widget is under Agents → your agent → Web Chat. Web Chat is already enabled for new agents, so you can open it from SPOTLIGHT without turning it on first.
Open the Appearance tab. The center of the page is a live preview. The right panel splits Home Page and Agent Settings.
Home Page
| Sub-tab | Controls |
|---|---|
| General | Your Logo, Background Color or Background Image, Headline, Icon, Agent Display Name, Greeting Message, and Start Button Text. |
| Dashboard Widgets | Optional cards on the home tab (+ Add Widget). |
Agent Settings
| Sub-tab | Controls |
|---|---|
| General | Agent Display Name, Chat Font, Bot Icon, Sound Effects, Initial Chat Message, Input Placeholder, Initial Questions, Theme Color, and chat background colors. |
| Bubble | Launcher icon, position on the page, and optional popup teaser. |
| Forms | Lead collection, tied to forms you create under Workspaces → Forms. |
Click Save so the preview and live widget stay in sync.
Full walkthrough: Web Chat (Agents).
Tips
- Change AI Settings when answers sound wrong; change Appearance when the widget does not match your brand.
- Test copy and layout in the Web Chat preview at a phone-width before you embed.
- Lead forms should match your privacy policy if you require details before chat.
Next steps
When the agent sounds right and the widget looks right, deploy your agent.
FAQ and troubleshooting
Style changes do not appear on my site.
Save in Web Chat → Appearance, hard-refresh the site, and bypass CDN cache if you use one. Confirm you embedded the snippet for this agent (data-bot-id).
Where do I change tone or the model?
Agents → AI Settings → Model & voice, not the Appearance panel. Add a Custom Rules line if you need stricter wording.
Can I use a different look per page?
Use a different agent (and embed) per page or brand line if you need separate appearance or knowledge. Check plan limits on agents.
Related topics
- AI Settings — Model, voice, automation mode, actions, and custom rules.
- Web Chat (Agents) — Home Page, Agent Settings, Bubble, Forms, and Deploy.
- Forms — Workspace forms used by Web Chat lead collection.
- Creating an AI agent — Initial AI Config in the wizard.
- Knowledge Base — Files, URLs, and Q&A.
- Preferences — Citations and other agent-level settings.
- Deploy your agent — Direct Link, embed script, and other channels.