AI stand-in — Stand Chat

What it does

Stand-in is your trained AI agent. It picks up every conversation when no human rep is available — at night, on weekends, while you're on a call. The visitor sees a clear AI badge so there's no deception, but the agent speaks in your voice and knows your business because you trained it.

You write a one-page briefing — who you are, what you sell, how you'd want a new hire to handle questions on day one. The agent uses that briefing plus your team's shared context plus the page the visitor is on. When the conversation is done, it can end the chat itself with a friendly sign-off.

You can run multiple agents in parallel — for example, one for your pricing page and one for your docs site — and each one carries its own briefing, name, avatar, and lapel pin.

When it helps

You're a one-person business. Your site never sleeps. Now you don't have to choose between answering chats and doing work.
Your sales team is small. Reps are in calls or asleep. The stand-in qualifies the visitor and captures their email so the rep follows up the next morning.
Your docs are your support. Visitors ask "does it support X?" — the agent reads from your briefing and answers, instead of timing out.
You handle inbound from many channels. The agent triages who's worth a callback and who's just browsing.
You want consistency. Two reps on your team will phrase pricing differently. Their stand-ins won't — both inherit the same team prompt.

How to use it

01
Open the Agents page
Sign in, click Agents in the sidebar.
02
Create your first agent
Click + New agent. A fresh row appears at the bottom of the list, in edit mode, disabled.
03
Fill in Identity
- Internal name: what you'll call this agent in the dashboard (e.g. “Pricing Page Agent”). The Display name auto-fills as you type.
- Display name: what visitors see in the chat header.
- Greeting: the first thing visitors see when they open chat.
- Training prompt: a one-page briefing. Up to 4,000 characters. If you have existing docs, click the ChatGPT / Claude / Gemini buttons — we give you a template that turns whatever you paste into a clean briefing.
- Specializes in: optional — pick a site if this agent is only for one of your sites.
04
Pick a look
Switch to the Looks tab. Avatar: click Generate for AI-generated portraits, pick from previously generated avatars in the pool, or upload your own image. Lapel pin: add a small icon next to the agent's name (your logo, an initial, or none).
05
Try it out
Switch to the Try it out tab and chat with the agent yourself. The header looks exactly like the embedded widget — what you see is what visitors see. Iterate on the training prompt until the agent sounds right.
06
Activate it
Flip the row's toggle to on. The “AI active” switch turns on automatically. Your agent is now live on every site, or only the site you scoped it to.
07
Edit later
Click the cog icon to edit. If the agent is currently active or has chat history, you'll need to deactivate or clone it first — that protects your conversation history from being rewritten under you.