CX Genie
  • Introduction
    • 🤖General Features
  • Dashboard
    • Overview
  • Bots
    • General Information
    • Training Data
      • FAQs
      • Articles
      • Documents
      • URLs
      • Connect with database
      • Connect E-Commerce Store
    • Bot's Knowledge
    • Workflow
      • Module Explaination
      • Dynamic Variables Explaination
      • Trigger Workflow Condition
      • Workflow Components
        • Text and Image Button: Create Text and Image message
        • Message with actions
        • Saved flows
        • Collect feedback
        • Notify agent
        • Form submit
        • Turn off auto-reply
        • Close conversation
        • Recap chat message
        • Frequent Questions
        • Capture Customer Info
        • Create Ticket
        • Auto-tagging
        • Queue list
        • Auto-assign Agent
        • Condition
        • AI API
        • API Call
        • Connect to database
        • Route
    • Settings
    • Launch bot
    • Prompt and Models
    • Webhook
    • Platform Integration
      • WordPress
      • Shopify
      • Big Commerce
      • Magneto
      • Discord
      • Slack
      • Telegram
      • Facebook
      • Instagram
      • Zalo
      • WhatsApp
    • Contacts
  • Bot's Learning
    • Bot learns from Conversations
    • Unanswered Questions
    • Connect with previous chat history for the bot to learn
  • Live Chat
    • Overview
    • List of Conversations
    • Tools of the Conversation
    • Tools
    • Chat settings
    • AI Actions
  • Ticket (Subcription Feature)
    • Ticket List
    • Create Ticket(s)
    • Edit / Update the Ticket
    • Merge Ticket
    • Ticket Settings
  • Marketplace
    • Custom Authentication V2.0
    • Product Data Sync-up
      • E-commerce Store
      • Product Data
    • White Label
    • Help Desk
    • Form Builder
  • Main Flow
    • How AI handles incoming messages.
    • Bot Learns from Conversations by Editing Auto Suggestions
    • Bot learns from conversations immediately
  • Create your chatbot by using templates
    • SAAS Template
    • Agency Template
    • F&B Template
    • E-commerce Template
    • From a Scratch
  • Others
    • Chatbot Completion
    • Escalate to a Human Agent
  • Help Desk
    • Chat/tickets
    • Team
    • View
    • Report
    • Settings
  • Categories & Tags
    • Categories
    • Tags
  • Settings
    • General
    • Members & Permission
    • Subscription
    • Activity logs
  • Referal
    • Referal of CX Genie
  • Mailbox
    • How to integrate
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On this page
  • 1. Workspace Information
  • 2. Working hours
  • 3. Notifications
  • 4. White label (Subscription Feature)
  • Domain (*You must purchase the domain from your local domain provider to begin using this feature.)
  • 5. AI API Key
  1. Settings

General

This section will assist you in configuring the general settings for your workspace.

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Last updated 3 months ago

1. Workspace Information

  • Modify your workspace's general information

  • Workspace logo: recommend the logo size is 720 x 720 px, and 1MB.

  • Workspace token: the code is used in the API Doc.

  • Workspace name: apply for workspace only, it won't affect to your chatbot name.

  • Your company name: apply for workspace only, it won't affect to your chatbot name.

  • Your company service: based on your business,

2. Working hours

  • Modify your working hours and time zone.

  • You can optionally choose chatbot working hours.

  • Activating Auto-reply mode enables the chatbot to respond to customers outside of working hours.

  • This setting will apply to all the chatbots in the workspace.

3. Notifications

  • Modify the actions for which the chatbot will send notifications. These will appear in the bell notification.

  • Freely choose between push notification, email, or both.

4. White label (Subscription Feature)

Domain (*You must purchase the domain from your local domain provider to begin using this feature.)

Assuming you own the domain your-awesome-website.com and wish to configure example.your-awesome-website.com as a ticket, please follow these steps:

  1. Access the DNS Management panel of the "your-awesome-website.com" domain.

  2. Establish a CNAME record, directing "example.your-awesome-website.com" to "chat.cxgenie.ai".

  3. If your DNS Management panel has proxied settings, temporarily disable it until the verification is complete.

  1. Input "example.your-awesome-website.com" in the provided input box and save the settings.

  2. Allow approximately 30 minutes to 24 hours for the configuration to take effect.

  • Choose favicon PNG format, suggestion resolution is 48px x 48 px (A favicon is your website logo next to the meta title on your browser tab.)

  • Meta title: Your own

  1. Meta image and Meta Subscription

  1. Meta Image: PNG format, suggestion resolution is 1200px x 630px

  2. Meta Subscription: a paragraph about your business

  3. Meta Title: display with bold text - we recommend using the keyword and the name of your business.

5. AI API Key

The AI API Key Provider feature in CX Genie allows you to choose the AI model that best suits your chatbot. Currently, CX Genie supports two methods for chatbots to use AI models:

  1. Custom AI model by CX Genie: CX Genie integrates multiple AI models into one for optimal performance.

  2. Available AI models on the market: For example, ChatGPT, Claude, Gemini, and so on. When you enter the API Key of the AI model you own, all chatbots within the Workspace will automatically use the selected AI model.

Note: The API Key is encrypted as “**” for security purposes and can only be viewed by the person who entered it.

*Any issue with the SSL Certification, find the support at hello@cxgenie.ai or join to.

Additionally, you can customize which chatbot uses which model in the section, giving you more flexibility in managing and deploying your chatbot.

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Prompt and Models
Activate by toggling the button for each day.
Activate by toggling the button for each notfication.