01AI Stand-insAn AI Stand-in is a named AI responder that can answer website visitors when no eligible human rep takes the new chat. Each Stand-in has its own visitor-facing identity, instructions, Site and path scope, knowledge, skills, and appearance.All plans02Stand-in instructions and prompt buildersStand-in instructions define the individual Stand-in’s role, facts, tone, boundaries, and conversation behavior. They are applied after shared Team and Site instructions, while guided builders can draft instruction text from structured answers.All plans03Stand-in specializationStand-in specialization limits a Stand-in to one Site and, optionally, one path scope within that Site. For each member’s eligible Stand-ins, routing prefers matching path coverage over Site-wide coverage, then Site-wide coverage over a general Stand-in.All plans04Try it outTry it out opens a temporary dashboard conversation with a selected Stand-in, including one that is disabled for public chat. It uses the saved AI configuration, does not consume chat quota, and is not saved in History. Leaving the tab or choosing Restart closes the test.All plans05Stand-in management and version historyThe AI Stand-ins list is the control surface for creating, opening, cloning, enabling, disabling, and deleting Stand-ins. When a Stand-in already has conversation history, replacement-on-edit preserves the old configuration as part of those historical records.All plans