Configuration

The AI Coach configuration is done from two places in your Spot's settings.

Settings > Playbooks is your management space: here you create your playbooks (one per site or application), manage pages and their targeting rules, view your hotspots and intents, and process pending intents. This is where you organize all of your AI Coach content.

Settings > AI Coach is your customization space: here you define your coach's identity (name, tone, topics to avoid), the context you give it to answer better (description of your project, audience, maturity level), and its behavior in case of uncertainty (fallback). These settings apply globally to all your playbooks, or specifically to a particular playbook.

Finally, the tool that connects the two: the Chrome extension in point & click mode, which lets you create your hotspots and intents directly on your product's pages.

Placing intents (point & click): creating and editing hotspots and intents from the extension.

Managing your playbooks: creating and managing your playbooks.

Managing a playbook's pages: managing a playbook's pages and their targeting rules.

Managing hotspots and intents: organize, publish, and process your intents from the settings.

Configuring the AI Coach: the coach's identity, context, and behavior.

Configuring the AI Coach's fallback: redirecting to a human when the coach can't answer.