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Step 3b – Enable AI Chat

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By:Dennis
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AI Training Data Required

To use AI Chat and AI Search, you must first add training data.

To Setup AI Training Data go to the Step 1

How to Setup AI Chat

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Step

Enable AI Chat

Go to the Chat settings:

  • Enable AI Chat: Set it to 'Preview' mode initially to configure the AI training data and test it before making it visible to users and site visitors. Once satisfied, switch to 'Public' mode.
  • AI Behavior: Choose how the AI responds. 'Balanced' is recommended for general use, while 'Custom' allows advanced users to fine-tune the model and its parameters.
  • Chat Instructions:
    Define what the AI should and shouldn’t do when replying to users. Start with our example; adjust only if the answers aren’t what you want.
  • Display Settings:
    Choose where the chat widget appears on your site. You can set it to:

    • Show Everywhere — Display the chat on all pages.

    • Only Show on Selected Locations — Choose specific pages or posts where the chat should appear.

    • Hide on Selected Locations — Exclude the chat from certain pages or posts.

  • Chat Widget Appearance: Customize the look of your chat dialog, including its colors, text.

Step

Display Settings

Use the Display Settings panel to control where the AI Chat widget appears on your site and which Training Data Collection it uses on specific pages.

1. Choose a Display Mode

Select how the chat widget should appear across your site:

  • Show Everywhere — Display AI Chat on all pages.

  • Only Show On — Show AI Chat only on pages that match the rules you configure below.

  • Don’t Show On — Hide AI Chat on specific pages that match your rules.

2. Configure Display Locations

You can set up to five different locations, each with its own rules.
Location 1 has the highest priority; if its rules don’t match, the system will check Location 2, then Location 3, and so on.

3. Select a Training Data Collection

Choose which Training Data Collection the AI should use for this location.
This lets you use different AI data sources for different parts of your site — for example, one data set for your documentation pages and another for your product pages.

4. Define Page Types or Knowledge Bases

Specify where this location applies:

  • All Posts

  • All Pages

  • Specific Knowledge Bases (e.g., “LoadBear KB”)

5. Add URL Patterns

Use URL patterns to target or exclude specific pages:

Examples:

 
/support/*
/docs/*
/help/*

Use * as a wildcard to match multiple URLs.
Enter one pattern per line.

Step

AI Features on Frontend

On the frontend, you can see the AI Chat launcher and dialog in the bottom right corner of the page.

Troubleshooting

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Issue: OpenAI account has run out of credits. (insufficient funds)

How to add credit:

    1. Log in to your OpenAI account.
    2. Click the Settings icon (gear icon) in the top-right corner of the dashboard.
    3. In the sidebar menu, select Billing.
    4. From the Billing page, you can:
      • Add credit to your account balance
      • Enable auto-recharge
      • Manage your payment methods

 Issue 2: Rate Limit Exceeded error

You’ve reached the maximum requests your plan allows. Check your current rate limits in the OpenAI dashboard → Usage (or visit https://platform.openai.com/account/usage). 

For more details on your current limits, visit the Rate-limits page in your OpenAI dashboard: https://platform.openai.com/settings/organization/limits

Learn more: See OpenAI’s guide to understanding rate limits: https://platform.openai.com/docs/guides/rate-limits

 

Rate Limit Exceeded
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