Quick start
Ten minutes from activation to an AI assistant that knows your business. You can also skip the AI provider and start with basic answers.
1. Connect your AI provider
- Pick a provider
AI Provider tab → click a card, for example OpenAI. The sidebar shows "How to connect OpenAI" with links to get a key.
- Save your key
Paste it into API Key and click Save Key. It's encrypted and never shown again.
- Choose a model and test
Keep "Provider default (gpt-4.1-mini)" or pick one, click Save Changes, then Test Connection: "Connected to OpenAI using gpt-4.1-mini."
- AI Provider card: one card per provider, each with its status
- Connection card with API Key and Save Key
- "How to connect" guide for the selected provider in the sidebar
2. Check the Knowledge Base
Open Knowledge & Answers. The plugin already wrote answers to common questions from your site. Read each one, fix anything inaccurate, and add your own with Add Knowledge or the Quick add chips (Opening hours, Contact details…). The assistant repeats what you write, so keep it accurate.
3. Write your policies and offers
Lower on the same tab, fill in Store Policy Summaries (Shipping, Returns & Refunds, Payment, Other Store Information) in plain language, and any Current Offers. The assistant mentions only offers you write here.
4. Style the chat
On Chat Widget, set the Assistant Name, Welcome Message, Suggested Questions and your Accent Color. Choose Show Chat On: every page, store pages, or only where you place [siteryn_support_chat].
5. Set up handoff
On Team & Handoff, choose Who Answers live chats (default: the site's main administrator) and where contact requests go (Send Requests To). Keep the Inbox tab open and switch yourself to Available to chat live.
6. Test it
- Ask real questions
Open your site in a private window and try "How long does shipping take?" and "Do you ship to Canada?". Answers should cite your information.
- Ask for a person
Type "talk to a person". The conversation appears in your Inbox; reply from there.
- Check System Status
Make sure Configuration, Last connection test, Chat on storefront and Chat color contrast say OK, and Contact form shows the right address.