User Guide — SmartChatAssistant

1. Platform Overview

SmartChatAssistant is a SaaS platform that lets you create custom AI virtual assistants, trained on your business data, to integrate on any website via a simple JavaScript snippet.

Client Website ←→ JS Widget ←→ SmartChatAssistant API ←→ AI Models (OpenAI / Gemini / OpenRouter)
↓
Management Dashboard

Supported AI Providers

Provider	Models	Notes
OpenAI	GPT-4o, GPT-4o-mini	Requires API key
Google Gemini	Gemini Pro, Gemini Flash	Requires API key
OpenRouter	GPT-oss-120B:free, Trinity:free, GLM-4.5-air:free	3 free models with fallback

Available Plans

Feature	Free	Pro (€29/mo)	Ultra (€99/mo)
Assistants	1	5	Unlimited
Credits/month	25,000	400,000	3,000,000
Messages/day	50	2,000	20,000
AI Actions & Webhooks	—	✓	✓
Lead Capture	—	✓	✓
Human Handoff	—	✓	✓
Team members	1	5	20
Custom CSS	✓	✓	✓

2. Public Area (Landing Page)

The landing page is the platform's showcase, accessible to anyone without login.

Section Details

Hero section

Feature cards

Plans & pricing

Footer

Landing Page Sections

Hero

CTA "Build your Assistant for Free"

Key Metrics

80% cost reduction, 24/7, <2s response

9 Feature Cards

All the main features

How It Works

4 steps: Upload → Configure → Integrate → Analyze

Pricing

Free / Pro / Ultra with annual toggle

Referral

Invite a friend → 50,000 free credits

3. Registration & Login

Registration

Click "Start Free" or "Sign Up"
Fill in: Name, Email, Password
Confirm registration
Verify your email address (yellow banner in dashboard)

Login

Email + Password — classic form with brute-force protection
Google OAuth — one-click login

Login with filled credentials:

Security: CSRF protection, rate limiting, httponly+samesite cookies, session with auto-expiry (1h inactivity).

4. Main Dashboard

Metric Cards

Assistants

N

Plan

Pro

Credits

400K

Usage

30%

Sidebar Navigation

Global

Dashboard, Assistants

Assistant

Settings, KB, FAQ, Actions, Leads, Widget, Welcome Rules, Webhooks, Conversations, Playground, Analytics, Handoff

Account

Admin, Account, Team, Billing, Logout

5. Assistant Management

Creating a new assistant

Go to Assistants → New Assistant
Fill in: Name, AI Provider, AI Model
Optional: use the Prompt Wizard to generate the system prompt
Click Create

AI Wizard for prompt generation:

Configuring an assistant

From the Settings page you can edit:

General: Name, API Key (copy with one click)
System Prompt: Personality, tone, expertise, limits + token indicator
AI Model: Provider, Model, Max Context Tokens, Max History, BYOK, Fallback

Context Usage Bar: [System Prompt] + [FAQ] + [KB] + [History] + [Response] = Total tokens. Green <70%, Amber 70-90%, Red >90%.

Embed code

6. Knowledge Base

The Knowledge Base is the assistant's "brain": the information it uses to answer questions.

4 Import Methods

Free Text

Title + text content. Ideal for product descriptions, regulations.

File Upload

PDF, TXT, DOCX, CSV (max 10 MB). Text extracted automatically.

Import from URL

Enter a URL, the system downloads and analyzes the content.

Auto Crawl

Starting URL, depth 1-3, max 1-20 pages. Import the entire site.

Example: Auto Crawl mode

Tip: If the context is near the limit, disable less important snippets instead of deleting them.

7. Structured FAQ

Question/answer pairs with top priority in the assistant's context.

Creating a FAQ

Main question — E.g. "What are your opening hours?"
Variants — Alternative phrasings ("When do you open?", "Are you open on Saturday?")
Answer — The exact answer the AI should provide
Order — 1-100 (lower = higher priority)

Toggle ON/OFF Export CSV Import CSV

FAQ creation form:

Best practice: Add at least 2-3 variants for each FAQ to improve recognition.

8. AI Actions

Allow the assistant to take action, not just answer. Pro+ Plan

Lead Collection

The AI requests name, email, phone and saves automatically.

Custom Button

Shows a clickable button with a destination URL.

Email Notification

Sends a notification email to a specific address.

Custom API Call

Calls an external endpoint with parameters and uses the response.

Action creation form:

Managing existing actions

Every action in the list has three controls: ON/OFF to enable or suspend it, the pencil to edit it and the bin to delete it. The pencil reopens the form already filled in, so you can fix the name, the instruction and the configuration (recipient, button URL, endpoint) without recreating the action from scratch. The type, however, cannot be changed.

Email Notification — multiple recipients and transcript. The recipient field accepts up to 5 comma-separated addresses, and each one gets its own copy. The email carries the notification reason plus the conversation transcript, which makes it a good end-of-session summary.

Several actions in one reply. The assistant can trigger more than one action at a time (for example lead collection and an email notification when closing) and all of them run. In the Playground actions are simulated: the email is not actually sent, so use the real widget for an end-to-end test.

9. Lead Management

Collects all contacts captured during conversations. Pro+ Plan

New Contacted Converted Archived

Each lead: name, email, phone, status, date. You can change status, add notes, export to CSV.

Lead form fields

On the Leads page, the “Lead form fields” panel decides what the visitor is asked for:

Standard fields — Name, Email, Phone, Company, Message: each one can be switched on individually and has its own “Required” option.
Custom fields — up to 5, comma-separated (e.g. Car make, Registration year). The label you type is the one shown in the widget, and it is also the name the value appears under in the lead detail, in the email and in the CSV export. They are always optional for the visitor.

Changes apply from the next widget load: reload the page hosting it to see them.

Where leads are delivered. Every lead sends an email with the collected data and the chat transcript. By default it goes to your account address; to receive it elsewhere open AI Actions → Lead Collection → pencil and set one or more recipients (max 5, comma-separated).

10. Widget Settings

Colors (6 independent)

Primary, Chat Background, Assistant Message, User Message, Assistant Text, User Text

Appearance

Font, Border Radius (0-24px), Position (right/left), Width (min 300px), Height (min 400px)

Messages

Welcome message, Input placeholder, up to 4 suggested messages (clickable chips)

Behavior

Auto-open, Session duration, Notification sound, "Typing" indicator, Timestamp, Thumbs up/down, Handoff button

GDPR & Security

Prior consent, Privacy policy URL, Allowed domains (whitelist), Widget language, Avatar (JPG/PNG/GIF/WebP, max 200KB)

Custom CSS

Your CSS is applied inside the widget after the base styles, so it overrides them without needing !important. It stays confined to the widget: it cannot affect the host site.

Available selectors: #sca-container (with the .sca-bottom-right and .sca-bottom-left variants), #sca-toggle for the button, #sca-window for the chat window.

/* button and window 100px above the bottom */
#sca-container.sca-bottom-right,
#sca-container.sca-bottom-left { bottom: 100px; }

Maximum 10,000 characters. @import, javascript: and the <script> / </style> tags are not allowed: saving is rejected with a message naming the sequence to remove. Changes show up when the page hosting the widget is reloaded.

11. Welcome Rules

Different welcome messages based on the page the visitor is browsing.

URL contains	Message	Suggestions
/pricing	Have questions about our plans?	Compare plans, How much?
/product/	Want to know more about this product?	Features, Availability
/contact	Can I help you find the right contact?	Tech support, Sales

Rule creation form:

12. Template Library

Ready-to-use templates for different industry verticals: optimized prompts, FAQs, and welcome rules.

Available Sectors

🦷 Dental

🍕 Restaurant

🛒 E-commerce

💼 Consulting

🏨 Hotel

🏋️ Gym

💇 Beauty Salon

🏠 Real Estate

⚖️ Law Firm

Template system prompt

FAQs included in the template

How to use a template

Go to sidebar → Template Library
Browse sectors and click the one you're interested in
Review: System Prompt, FAQ, and Welcome Rules
Select with checkboxes what to import
Click Apply Template

Best practice: Use the template as a starting point, then customize every element with your actual business data.

13. Webhooks

Send real-time notifications to external systems. Pro+ Plan

Zapier / Make

No-code automations

CRM

Salesforce, HubSpot

Slack / Teams

Channel notifications

Google Sheets

Conversation logs

14. Conversations

Complete chat history: Session ID, dates, message count, referrer URL.

Conversation detail:

Best practice: Periodically review conversations to identify recurring questions → create new FAQs or enrich the KB.

15. Playground

Isolated test environment to try your assistant before going live.

No credit usage No rate limiting Extra debug info

Example Playground conversation:

Best practice: After every change to KB, FAQ, or prompt, always test in the Playground before going live.

16. Analytics

Detailed performance metrics. Period: 7, 30, or 90 days. Advanced charts: Pro+

Conversations

Unique sessions

Messages

Total exchanged

Response Time

Average latency (ms)

Satisfaction

% thumbs up

Peak

Most active hour

6 Interactive Charts

Conversations per day (Line chart)
Average response time (Line chart)
Satisfaction over time (Trend)
Activity by hour (Bar chart 24h)
Tokens consumed (Stacked bar)
Lead conversion funnel (Horizontal bar)

17. Human Handoff

When the AI can't help, the visitor can request a human operator. Pro+ Plan

Visitor Side

"Talk to operator" button → handoff request → waiting message

Operator Side

Badge with pending requests → read AI conversation → reply → resolve

18. Multi-user Team

Role	Permissions
Admin	Full access, team management, billing
Editor	Create/edit assistants, KB, FAQ, actions
Viewer	View only

Free: 1 member · Pro: 5 · Ultra: 20

19. Account & Notifications

Profile

Edit name, email, password

Email Notifications

New lead, low credits, pending handoff, weekly report

20. Billing & Credits

Package	Price
100,000 credits	€9.99
500,000 credits	€39.99
2,000,000 credits	€99.99

How they work: 1 credit ≈ 1 token. Each message consumes: System Prompt + KB + FAQ + History + Response.

Referral: Invite friends → 50,000 free credits for both. Unlimited invites.

21. Export / Import Assistants

Export button in assistant list

Assistant import form

Export

Download complete JSON package: configuration, KB, FAQ, Actions, Widget Settings, Welcome Rules.

Import

Upload an exported JSON → new assistant with full configuration.

22. Website Integration

How It Works

The script loads configuration from the API
Displays the bubble in the configured corner
On click, opens the chat window
If required, shows the GDPR banner
Messages sent → API → AI responds
Session persists for the configured duration

Multi-language: The widget detects the browser language and automatically replies in the same language (15+ languages).

23. Security & GDPR

Security

Sensitive data encryption
CSRF Protection
Rate Limiting
Content Security Policy
Forced HTTPS
Hashed IPs (SHA-256)

GDPR Compliance

Prior consent
Privacy notice in widget
Right to erasure
Right to data export
DPA available (Ultra)

24. Admin Panel

Accessible only to users with the platform administrator role.

User List — all registered users
Assistants per User — view assistants for a specific user

25. Best Practices

System Prompt

Clearly define the role

Specify the tone (formal, informal, technical)

List the topics it can discuss

Define boundaries ("Don't make up information")

Indicate how to handle off-topic questions

Add instructions for lead collection

Knowledge Base

Keep snippets up to date

Use descriptive titles

Disable (don't delete) temporary snippets

Monitor the context bar — don't exceed 80%

FAQ

At least 3 variants per question

Concise and precise answers

Low order values (10-20) for critical FAQs

Widget

Colors consistent with your brand

Engaging welcome message

2-4 suggested messages

Enable GDPR consent

Test on mobile

Monitoring

Check weekly "Unanswered Questions"

Monitor satisfaction — below 70% review prompt and KB

Analyze the lead funnel

Check response time — if >5s, switch to a faster model

26. Checklist — From Zero to Live

27. Troubleshooting

The widget doesn't appear on my site

Verify the snippet is in the page's <head>
Check the API key is correct
Verify allowed domains (or leave empty to accept all)
Open browser console (F12) and look for JavaScript errors
Verify the assistant is active

The assistant doesn't respond

Verify you have enough credits
Check the AI provider configuration
If using BYOK, verify the API key is valid
Check logs for connection errors

Responses are inaccurate

Review the system prompt — is it specific enough?
Add FAQs for problematic questions
Verify the KB is correct and up to date
Check the context bar — if at 100%, possible truncation

GDPR consent doesn't appear

Verify "Require consent" is enabled
Check the consent message is not empty

Leads are not being captured

Verify the "Lead Collection" action is active
Check the system prompt for data collection instructions
Verify you have a plan that supports leads (Pro or Ultra)

Complete User Guide