AI Chat

Configure your AI chat copilot — choose a personality, set response style, manage tool access, and control knowledge library integration.

Overview

AI Chat settings control how the AI Chat copilot behaves in your project. You can choose a personality, customize response style, enable or disable data tools, and configure language and knowledge library defaults.

These settings are project-level. Each project can have its own AI Chat configuration. Changes apply to all new chat sessions in the project.

Personality

Choose how the AI communicates with you by selecting one of four personality presets:

Preset	Description
Professional	Precise, data-driven, and authoritative. Best for reports and formal content.
Friendly	Conversational, approachable, and encouraging. Good for brainstorming.
Concise	Bullet points, brief, straight to the point. Ideal for quick answers.
Creative	Exploratory, novel angles, idea-generating. Great for marketing copy.

The default personality is Professional.

Additional Instructions

Write custom instructions that are appended to every chat message. Use this for specific preferences like “Always respond in Dutch”, “Use bullet points for data”, or “Cite specific numbers from reports.”

The field supports up to 500 characters.

Response Style

Control how verbose and formatted responses are.

• Response length — Choose between Concise, Balanced (default), or Detailed. This controls how much information the AI includes in each response.
• Markdown formatting — When enabled (default), responses are rendered with rich formatting including headers, bold text, lists, and tables. Disable for plain text responses.
• Always fetch live data — When enabled (default), the AI always queries your product catalog and analytics tools before responding. When disabled, the AI may answer from general knowledge without fetching live data.

If you find responses too long or too short, adjust the response length setting instead of adding instructions like “keep it short” to every prompt.

Knowledge Library

Control whether your brand context is included in every AI response.

• Include Knowledge Library context — When enabled (default), your brand voice, target audience, and company values from the Knowledge Library inform every response. Disable this if you want the AI to respond without brand-specific context.

Default Language

Set a default language for new chat sessions. The AI will respond in this language by default.

Select a language from the dropdown, or leave it set to No default (use any language) to let the AI respond in whatever language you write in. This can be overridden per session.

Tool Access

Choose which data tools the AI can use. Disabling a category prevents the AI from fetching that type of data.

Category	Tools	Description
Quality & Catalog	7	Quality scores, field coverage, catalog stats, improvement roadmap.
Analytics & Revenue	7	Revenue, top products, conversion funnel, marketing analytics.
Customers	2	Customer segments (RFM) and customer analytics.
Search & SEO	2	Site search analytics and Google Search Console performance.
Operations	2	Task statuses and integration sync health.

All categories are enabled by default. Toggle any category off to prevent the AI from accessing that data.

If you disable all tool categories, the AI will not be able to fetch any live data and can only answer from general knowledge and your Knowledge Library context.

Saving Changes

When you modify any setting, a save bar appears at the bottom:

• Save changes — Persists your AI Chat settings to the project.
• Reset — Reverts all changes to the last saved state.