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Docs / AI

AI Agent

Get instant answers from your docs, Linear projects, and changelog.
AI Agent

AI Agent

The AI Agent answers customer questions and resolves conversations across your widget, live chat, and public docs. It is grounded in your help center, roadmap, and changelog, and it replies in the customer's language. When a conversation is a bug or feature request, it can file a Linear issue, and it can hand harder conversations to your team.

Where to find it

Settings > Features > AI > Agent.

The header carries a "How it works" button that opens the in-app docs. A live widget preview sits alongside the settings so you can see the Agent as customers will.

Controls on this page

AI Agent

The main toggle. Turning it on activates the AI Agent for your widget, live chat, and docs. It is off by default. This setting saves the moment you flip it, and a toast confirms "AI Chat enabled" or "AI Chat disabled". The toggle requires the Starter plan and up; on lower plans an "Upgrade" button appears in its place. The rest of the page's controls stay hidden until the Agent is enabled.

Generate auto-replies with AI

A toggle under the "AI auto-replies" section. When on, your regular email auto-reply is sent with an additional, clearly labeled AI-generated section appended. It is off by default and saves instantly on change. Requires the Starter plan and up.

Create Linear issues from agent chats

A toggle that appears only when Linear is connected and a default Linear team is set. When on, the Agent files a Linear issue for a chat only when it judges the conversation to be a bug or a feature request. To file an issue for every thread instead, use "Auto-create issues" in the Linear settings. Off by default, saves instantly, and requires the Starter plan and up.

Auto-assign AI Agent to bugs

A toggle that automatically assigns a coding agent to fix incoming bug reports. It requires a connected coding agent: without Cursor connected, the toggle is disabled and the description links to Settings > Integrations > Cursor to connect. This setting is stored on the workspace and saves instantly. Requires the Starter plan and up.

Exclude manually created issues

A toggle that appears only once "Auto-assign AI Agent to bugs" is on. When enabled, only bugs created by the AI chat are auto-assigned, not bugs created from manual feedback. It shares the coding-agent requirement, so it is disabled until Cursor is connected. Saves instantly.

Customize (Welcome Message and Suggestions)

This section appears when the Agent is enabled and your plan qualifies. If your workspace has more than one enabled language, a language selector in the section header lets you edit each language's content separately.

  • Welcome Message: a textarea for the greeting shown at the top of the chat. It defaults to a message that tells customers the AI is trained on help docs, roadmap, and changelog. It saves on blur and auto-saves while you type, after a short debounce.

  • Suggestions: three input fields for the example questions shown as starter prompts. Each saves on blur. All three are required.

Welcome message and suggestions are per-language. Editing them while a non-default language is selected updates only that translation; editing the default language updates the base content too.

Workspace guidance

A textarea under the "Workspace guidance" section where you provide instructions and context the Agent uses when responding. Leave it empty for default behavior. It saves on blur and auto-saves while you type after a short debounce. See the AI custom prompt article for guidance on what to write.

How to set up the AI Agent

  1. Open Settings > Features > AI > Agent.

  2. Turn on the AI Agent toggle. On the Starter plan or higher this activates it immediately; on lower plans, upgrade first.

  3. Edit the Welcome Message and the three Suggestions to match your product's voice. If you support multiple languages, pick each one in the selector and translate the content.

  4. Add Workspace guidance with any tone, policy, or product context the Agent should follow.

  5. If you use Linear, connect it and set a default team, then turn on Create Linear issues from agent chats so bug and feature-request chats become issues.

  6. To have bug reports fixed automatically, connect Cursor, then turn on Auto-assign AI Agent to bugs, and optionally Exclude manually created issues.

  7. Optionally turn on Generate auto-replies with AI to append an AI section to your email auto-replies.

  8. Use the live preview on the right to confirm the greeting and suggestions read well.

Notes

  • What grounds the Agent: your help center docs, roadmap, and changelog by default. Connecting GitHub adds your repositories as a source, and connecting PostgreSQL lets whitelisted read-only SQL inform answers.

  • When it replies: the Agent answers customer messages in the widget, live chat, and docs while it is confident it can help. It hands off to your team when it cannot resolve a conversation.

  • Monthly cap and limits: each confident, non-escalated resolution counts against your plan's included resolutions for the month. Once the free tier is used up, further resolutions stop unless pay-per-use is enabled. Set caps and see usage in Settings > Features > AI > Usage. See the Usage article.

  • Every setting on this page saves automatically. There is no Save button.

  • The Agent and its sub-toggles require the Starter plan and up. Coding-agent auto-assignment additionally requires a connected Cursor account.

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