1.1 What AIUNIFY Chat Does

AIUNIFY Chat is an AI-powered visitor conversation and lead-engagement system. It combines AI Agents, website Chat, visitor Conversations, captured Leads, human handoff, Knowledge, Workflows, Playground testing, and Analytics.

1.2 User Operations Covered in This Manual

This manual focuses strictly on normal operational functions available to signed-in users through the AIUNIFY Chat interface.

The primary user operating areas are:

• Dashboard — review activity, performance, Agent health, Sources, and recent Leads.
• Inbox — review and follow up on captured Leads.
• Conversations — review visitor threads and use available live-chat tools.
• Agents — configure, test, publish, and maintain AI Chat Agents when those controls are available.
• Workflows — create and operate supported visitor-response flows.
• Analytics — review Conversations, Messages, Leads, Agents, Pages, and Content Gaps.

1.3 AI Agents

An Agent is the AI experience presented to website visitors. User-operable Agent settings can include Name, Language, System Prompt, Retrieval Confidence, appearance, Starter Prompts, Knowledge Sources, Curated Answers, Behavior Triggers, Calls to Action, Lead capture, experiments, and website display controls.

1.4 Conversations and Leads

Conversations record visitor Chat activity. When visitor information is captured, the resulting Lead can be reviewed in Inbox and related Agent views.

1.5 Knowledge and Playground

Knowledge provides the information an Agent can retrieve when answering visitors. Playground provides a controlled environment for testing the Agent before production use.

1.6 Manual Scope

Workspace administration, access administration, credential administration, subscription administration, provider configuration, platform administration, and other administrator-only functions are outside the scope of this User Operations Manual.