Aiunify Learning Center - Knowledge of Aiunify Chat User Operations Manual

Created! Aug 25, 2026

Chapter 21 — Claiming and Releasing a Live Conversation

Created! Aug 25, 2026

Chapter 22 — Replying to Visitors and Returning a Conversation to the AI Agent

Created! Aug 25, 2026

Chapter 23 — Adding Internal Operator Notes

Created! Aug 25, 2026

Chapter 24 — Transferring Conversations Between Operators

Created! Aug 25, 2026

Chapter 25 — Using Live Status, Visitor Typing Indicators, and Auto-Refresh

Created! Aug 25, 2026

Chapter 26 — Applying and Removing Conversation Tags

Created! Aug 25, 2026

Chapter 27 — Using Canned Replies During Live Conversations

Created! Aug 25, 2026

Chapter 28 — Creating, Editing, Reordering, and Removing Canned Replies and Tags

Created! Aug 25, 2026

Chapter 29 — Conversation Data Safety and Non-Destructive Review Practices

Created! Aug 25, 2026

Chapter 30 — Agents Overview

Created! Aug 25, 2026

Chapter 31 — Creating a New AI Chat Agent

Created! Aug 25, 2026

Chapter 32 — Understanding the Agent Workspace and Setup Progress

Created! Aug 25, 2026

Chapter 33 — Managing Agent Name, Language, System Prompt, and Retrieval Confidence

Created! Aug 25, 2026

Chapter 34 — Configuring Allowed Origins for the Chat Widget

Created! Aug 25, 2026

Chapter 35 — Using Restricted Paths to Control Where the Widget Appears

Created! Aug 25, 2026

Chapter 36 — Using Auto-Index Visited Pages

Created! Aug 25, 2026

Chapter 37 — Publishing, Re-Publishing, and Rolling Back an Agent

Created! Aug 25, 2026

Chapter 38 — Installing and Embedding the Chat Widget on a Website

Created! Aug 25, 2026

Chapter 39 — Customizing Agent Persona, Display Name, Colors, and Widget Position

Created! Aug 25, 2026

Chapter 40 — Configuring Pre-Chat Lead Capture and Lead Form Fields

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