Chapter 08

Scale across sites and teams.

After Stand works on one page, the next question is coverage. Which sites should have chat? Which Stand-ins should answer? Which reps should be eligible? How do you keep context specific without creating a support operation?

Stand Guidebook

Chapter 08 of 12

Field guide

What to learn in this chapter

Scale coverage around meaningful visitor contexts: define site boundaries, specialize Stand-ins only where expertise changes, and preview routing before traffic arrives.

Need an exact capability definition, plan requirement, or limitation? Browse the Feature Reference.

Site strategy

01

Create sites for meaningful context, not just URLs.

A site in Stand is a routing and context boundary with its own site ID and snippet. The domain is required; a second site on the same domain also needs a distinct name. Choose a separate site record when you need separate configuration or reporting, then install that record’s snippet on the intended pages.

For different behavior under one site, start with path rules or Stand-in path specialization. A separate site record is not needed just to use a different greeting on /pricing.

Example

Marketing site plus docs site

Situation
The marketing site creates pricing and fit questions. The docs site creates implementation and migration questions.
Move
Use separate site prompts and either separate Stand-ins or site-specialized Stand-ins.
Insight
The same company voice can sit on top of very different visitor jobs.

Example

Agency client portfolio

Situation
An agency wants to offer Stand coverage across several client sites without per-seat overhead.
Move
First decide whether the clients can share an organization. Sites do not create separate tenants: the organization owner has team-wide controls and history, and knowledge bases and integrations are shared. For clients who require separate administration or data boundaries, use separate organizations rather than relying on site prompts.
Insight
Scale is not only more Stand-ins. It is keeping context and ownership clear.

Team setup

02

Give each person an explicit coverage role.

The organization owner opens Team → Invite a rep and sends an invitation to each colleague. After accepting, each member completes Profile, selects the sites they serve with I chat here, and turns on Available to chat while keeping the dashboard connected. Coordinate a test so another eligible teammate does not unexpectedly receive it.

Decide who owns each Stand-in and its follow-up inbox. The owner manages invitations, member access, team instructions, privacy and retention, and billing; ordinary membership does not grant these controls. Agree who reviews Team history and who follows up on requests so a larger roster does not create unowned conversations.

Stand-in specialization

03

Use specialist Stand-ins when the visitor expects expertise.

A generalist Stand-in can cover simple questions across eligible Sites in the organization. Its owner’s I chat here choices restrict human coverage, not the general Stand-in. Use Site and path specialization when the AI should answer only within a narrower context.

When a specialist only belongs on part of a site, open the Stand-in → Edit → Identity, select the site, and add one Path pattern. Leave it empty for the whole site, use / for the front page, use an exact path such as /pricing, or use /pricing/* for that page and child pages.

Priority is decided within each owner’s Stand-ins: a matching path specialist takes precedence over that owner’s Site-wide or general Stand-ins. It does not exclude another owner’s general Stand-in. Two matching path patterns have the same priority even if one is longer or exact. Coordinate owners and avoid overlapping specialists when a page needs one predictable answer.

Practice

Try this next

  1. 01For this controlled test, use two Stand-ins owned by the same member: one generalist and one docs specialist. Keep only those two enabled for that owner and coordinate with teammates so their Stand-in coverage is temporarily off.
  2. 02Open the specialist → Edit → Identity, select that Site, and save /docs/* as its Path pattern. Save its brief and knowledge, then enable it and its owner’s Stand-in coverage.
  3. 03With no eligible human taking priority, start a new chat on /docs/install. Confirm the docs specialist answers.
  4. 04End that chat and start a new one on /pricing. Confirm the general Stand-in answers there. Navigating an active chat does not reroute it.
  5. 05Restore the intended team coverage after the test. If other owners’ Stand-ins can answer, confirm their coverage is appropriate too; a successful test with them paused does not establish exclusive routing after they return.
Use one general Stand-in whenThe site is small and questions are similar.
Use specialist Stand-ins whenPricing, docs, product, or client pages need different context.
Use one general Stand-in whenOne person owns most follow-up.
Use specialist Stand-ins whenDifferent reps or specialists should own different signals.
Use one general Stand-in whenThe prompt is still short and easy to test.
Use specialist Stand-ins whenThe prompt becomes a pile of exceptions.

Routing visibility

04

Check who would answer before traffic arrives.

The Sites page shows Chat widget status for each site. Use it to inspect coverage, then test the actual page path from a visitor browser. The panel’s probabilities are a Site-level snapshot without that page path; they do not show the exact distribution for /docs/install or /pricing. Availability, capacity, path matching, and remaining chat allowance can all affect a later visitor.

An Available human with I chat here checked, a connected dashboard, and room below their concurrent limit takes priority. When AI covers the visitor, Stand first applies specialization within each owner, then gives eligible owners equal shares and splits each owner’s share among their remaining Stand-ins. Adding more Stand-ins to one owner does not give that owner more of the total traffic.

Before adding a new site

  • The site has a clear visitor job.
  • The site prompt explains context that the page alone may not carry.
  • Chat widget status shows at least one eligible rep or Stand-in.
  • If several Stand-ins can answer, their ownership and overlapping page coverage are intentional.
  • If a human should answer, I chat here and availability are set correctly.
  • The greeting fits the page and audience.
  • You know what signal you hope to learn from this site.
SituationYou are Available and I chat here is checked.
Who answersYou can override matching AI Stand-ins for live visitor chats.
What to checkConfirm availability, site preference, and concurrent limit.
SituationYou are unavailable or at your limit.
Who answersEligible AI Stand-ins cover the visitor if Stand-ins are active.
What to checkConfirm the right Stand-ins appear in Chat widget status.
SituationSeveral Stand-ins can cover the page.
Who answersEligible owners share traffic; each owner’s share is divided among their highest-priority matching Stand-ins.
What to checkReview ownership and Site/path scope, then test the actual path.
SituationNo rep or Stand-in matches.
Who answersThe site is installed but uncovered.
What to checkCreate a Stand-in for the site or adjust rep site preferences.

Screenshot reading

What Chat widget status tells you

Green light + Installed
The snippet has been detected for the site and the site is enabled.
I chat here
You personally answer this site when you are Available and below your concurrent chat limit.
AI badge
The match is an enabled Stand-in rather than a human rep.
Probability
The Site-level share under the current snapshot. Inspect any path patterns and test those pages; the displayed share is not a prediction for every path.
No matches
Check site preferences, rep availability and capacity, Stand-in enablement and owner coverage, specialization, and chat allowance. An installed snippet alone cannot provide coverage.

Questions

Common reader notes

Can one account run Stand on multiple sites?

Yes. Stand supports unlimited sites across plans, each with its own embed snippet, prompt, and usage stats.

Can a Stand-in specialize in one site?

Yes. AI Stand-ins can be general, scoped to a specific site, or narrowed to one path pattern inside that site.

What does Chat widget status mean?

It shows a Site-level coverage snapshot and probability split. It does not evaluate the specific page a visitor will open; inspect the path patterns and test fresh chats on the pages you intend to cover.

Try the guide on one real page.