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Support Partner Guides AI Chat Assistant Setup

Partner Site AI Chat
Assistant Setup Guide

Deploy an AI-powered visitor chat widget on your website — trained on your own content and optionally augmented with HolyExplorer's Bible tool guides.

For: Partner site administrators  ·  Covers: All five dashboard tabs, Knowledge Base uploads, website crawl, settings & troubleshooting
💡 1. What Is the Partner Site AI Chat Assistant?

The Partner Site AI Chat Assistant lets you deploy an AI-powered support chat widget directly on your website. Unlike the main HolyExplorer widgets (Bible Chat, Bible Explorer, etc.), this widget is a customer service tool — it is designed to answer visitor questions about your organization, your content, and HolyExplorer's tools.

  • A floating chat bubble appears in the bottom-right corner of every page on your site.
  • Visitors click it to open a conversation panel and ask questions in plain language.
  • The AI responds using content from your Knowledge Base (documents you upload) and, optionally, HolyExplorer tool guides.
  • All AI usage is billed to your HolyExplorer partner account credits — not to visitors.
  • The assistant is completely separate from HolyExplorer's main Biblical study widgets and uses its own embed code.
Plan requirement: The AI Assistant is available on partner subscription plans that include the AI Assistant add-on. If you do not see the AI Assistant tab in your dashboard, your current plan does not include it. Contact HolyExplorer support to enquire about upgrading.

🧭 2. Accessing the AI Assistant Dashboard
  1. Log in to HolyExplorer.com
  2. Open the hamburger menu (≡, top-right corner)
  3. Under Partner Tools, click AI Assistant

The AI Assistant dashboard has five tabs:

🟢 Chat Status
View live/disabled state; toggle the widget on or off
📋 Embed Code
Get the script to paste into your website
📚 Knowledge Base
Upload documents and/or crawl your website content
⚙️ Settings
Configure welcome message, guide selections, button style
💬 Test Chat
Preview the assistant using your current configuration

🟢 3. Chat Status Tab

The Chat Status tab is your at-a-glance overview. It shows whether your widget is live or paused, and lets you toggle it without touching your embed code.

StatusWhat It Means
ActiveYour chat bubble is live and visible to visitors on every page where your embed code is installed.
DisabledThe embed code remains on your site but the bubble does not appear. You can re-enable at any time with one click.
Disabling the assistant is useful during content updates or maintenance periods. The embed code does not need to be removed from your site — just toggle the status here.

📋 4. Embed Code Tab

The Embed Code tab provides the snippet you paste into your website to deploy the floating chat bubble. Place it once in your site's global header or footer — it loads on every page automatically.

HTML — paste into your global header or footer
<!-- HolyExplorer AI Assistant — place once in your site's global header or footer -->
<script>
    window.partnerChatConfig = {
        "apiKey": "your-api-key-here",
        "apiBase": "https://dev.holyexplorer.com"
    };
    (function() {
        var script = document.createElement('script');
        script.src = window.partnerChatConfig.apiBase + "/embed/partner-chat-widget.js";
        script.async = true;
        document.head.appendChild(script);
    })();
</script>

Where to Paste It

WordPress

  • Go to Appearance → Theme File Editor and add the snippet just before </head> in header.php.
  • In Divi: go to Divi → Theme Options → Integration → Add code to the <head> and paste there.
  • With WPCode: add a new PHP/HTML snippet set to run in the header on all pages.

All Other Platforms

Paste the snippet into your global layout template inside the <head> section. It only needs to appear once — the widget loads itself on every page automatically.

The apiKey in the embed code is your unique partner API key. Do not share it publicly. The chat widget only activates on your authorized domain (set in Organization Settings) — it will not appear on other domains even if the code is present.
This is separate from the main Bible widget embed code. Your site may use both simultaneously — the AI Assistant bubble and the Bible study widgets are completely independent.

📚 5. Knowledge Base — Uploading Documents

The Knowledge Base (KB) is where you give the AI assistant its knowledge about your organization. The AI reads all documents in your KB when composing responses to visitor questions.

Word Limit

Your KB has a word limit (default: 50,000 words). The Knowledge Base tab shows your current usage and limit. If you need a higher limit, contact HolyExplorer support.

Accepted File Types & Limits

RuleValue
Accepted formats.txt and .md (plain text and Markdown) only
Maximum file size500 KB per file
Maximum words per file20,000 words (~80 pages)
Maximum KB total50,000 words (default; upgradeable)

Uploading a Document

  1. Open the Knowledge Base tab
  2. Click Upload Document
  3. Select a .txt or .md file from your computer
  4. The file is immediately uploaded, word-counted, and added to your KB — your usage meter updates automatically
File naming tip: Filenames are automatically sanitized (lowercased, spaces replaced with hyphens). Use descriptive names so you can identify files later — for example, about-our-ministry.txt or faq.md.

Managing Your Files

Your uploaded files appear in a list showing: filename, word count, file size, source (upload or crawl), and upload date. To delete a file, click the Delete button next to it — your word usage decreases accordingly.


🕷️ 6. Knowledge Base — Importing from Your Website

Instead of (or in addition to) uploading files manually, you can crawl pages from your website and import their text content directly into your KB. This is the fastest way to give the AI knowledge of your entire site.

Step 1 — Run a Site Test (Recommended First)

Before starting a full crawl, run the Site Test to check how well the crawler can read your site. Click Test Site in the Knowledge Base tab and wait a few seconds.

Good

Your homepage loaded cleanly with good word content and internal links. Standard crawling should work well — no special options needed.

Few Links

Content was found but few internal links were detected. JavaScript navigation may be hiding links. Consider enabling Render JavaScript.

Low Word Count

Very few words were found. Your site may use heavy JavaScript rendering. Enable Render JavaScript for better results.

Bot Blocked

The crawler was blocked by your site's security (Cloudflare, rate limiting, etc.). You may need Premium mode.

SPA Detected

Your site appears to be a JavaScript Single-Page App. Enable Render JavaScript for best results.

Step 2 — Start a Crawl

  1. Click Crawl Website
  2. Choose your crawl options based on the Site Test result (see below)
  3. Click Start Crawl
Crawl OptionWhen to Use It
Render JavaScriptYour site builds content dynamically (SPA, heavy JavaScript). Slower but required for dynamic sites.
PremiumYour site blocks standard crawlers. Use only if the Site Test showed "Bot Blocked".

The crawler starts from your authorized domain (set in Organization Settings) and follows internal links. A progress indicator shows pages found, pages crawled, pages failed, and total words collected. Crawls typically complete in one to five minutes.

Step 3 — Review Staging Pages

When the crawl completes, pages are placed in staging — a holding area for review before they are imported into your KB. Each staged page shows its URL, page title, word count, and whether it has already been imported.

Step 4 — Import Selected Pages

  1. Select the pages you want to import using the checkboxes (or select all)
  2. Click Import Selected
  3. Selected pages are written to your KB as individual .txt files and your usage meter updates for each page imported
Word limit enforcement: Pages that would push your total over the word limit are automatically skipped and reported in the import result. Re-importing the same page twice is safe — already-imported pages are skipped automatically.

⚙️ 7. Settings Tab

The Settings tab controls how the AI assistant introduces itself and what knowledge it draws on.

Welcome Message

The welcome message is the first thing a visitor sees when they open the chat panel. A good welcome message sets expectations and invites engagement.

  1. Open the Settings tab
  2. Click into the Welcome Message field and type your message
  3. Keep it under 500 characters (a live character counter is shown)
  4. Click Save

Using the [Org Name] token: Type [Org Name] anywhere in your welcome message and it will be replaced with your organization's name at runtime.

Example — welcome message with token
Welcome to [Org Name]! Ask me anything about our ministry
or how to use the Bible tools on this site.
Sample templates are available in the Settings tab — click any sample to load it into the welcome message field, then edit it to fit your organization. If you leave the welcome message blank, a default greeting is generated automatically using your organization name.

HolyExplorer Tool Guide Selections

The AI assistant can also answer questions about HolyExplorer's own tools. This is useful if you have embedded any of these tools on your site and want the assistant to help visitors use them.

GuideWhat It Covers
Bible Chat GuideHow to use the AI-powered Bible chat widget — starting conversations, settings, denominations, translations
Bible Explorer GuideHow to search and browse Bible translations, look up verses, use search filters
Bible Reader GuideHow to read scripture passages by chapter, AI explanations, navigation
Bible Digital Media GuideHow to generate scripture images, audio narrations, videos, and use the Timeline Editor

By default, all four guides are enabled. Use the checkboxes to enable or disable individual guides, then click Save.

If you use no HolyExplorer tools on your site, deselecting all guides keeps the AI focused entirely on your own KB content. If you use only some tools, enable only the relevant guide(s).

Chat Button Style

The chat button is the floating icon in the bottom-right corner of your site that visitors click to open the chat panel.

StyleAppearanceBest For
LabelChat icon + text label (e.g., "Chat with us")When you want visitors to immediately understand what the button does
Icon onlyCompact icon, no textA minimal, unobtrusive appearance

Select your preferred style in the Settings tab and save.


💬 8. Test Chat Tab

The Test Chat tab gives you a live preview of the AI assistant using your current configuration — including your Knowledge Base content, welcome message, and guide selections. Use it before deploying to real visitors.

What to Test

  • Welcome message — Confirm it appears correctly and the [Org Name] token resolves.
  • KB answers — Ask questions your visitors are likely to ask and verify the AI responds from your uploaded content.
  • Guide answers — If guides are enabled, ask a tool-related question (e.g., "How do I search for a Bible verse?") to confirm the right guide is being used.
  • Gap analysis — If the AI cannot answer a question you expect it to handle, that gap signals you need to add more content to your KB.
The Test Chat uses your live configuration. Any changes you save in Settings or Knowledge Base are reflected immediately — you do not need to reinstall your embed code to see the effect.

🧠 9. How the AI Builds Its Responses

When a visitor asks a question, the AI assistant draws on two sources:

  1. Your Knowledge Base — all documents you have uploaded or crawled. This is the primary source of organization-specific information.
  2. HolyExplorer Tool Guides — the guide documents you have enabled in Settings, covering how to use the Bible tools embedded on your site.
The AI does not answer general internet queries or browse the web during a conversation. It only knows what you have given it through your Knowledge Base and the selected guides. Keep your KB content accurate and up to date.

Credit usage: Each AI response consumes credits from your HolyExplorer partner account. The amount varies by response length and AI model. Monitor your balance under Billing → Usage in the hamburger menu.


🌐 10. Domain Authorization

The chat widget only loads on your authorized domain — set in Partner Tools → Organization Settings. If you test the widget on a domain that is not authorized, the chat bubble will not appear.

If you need the widget to load on additional domains (e.g., a staging subdomain), contact HolyExplorer support. Additional authorized domains for the AI Assistant widget follow the same authorization model as the main Bible widget configurations.


🔍 11. Troubleshooting

Chat Bubble Does Not Appear on My Site

  • The embed code is pasted in your site's global header or footer (not a single page) and is loading — check your browser console (right-click → Inspect → Console) for errors.
  • Chat status is set to Active in the Chat Status tab.
  • The page domain exactly matches your authorized domain — including or excluding www matters.
  • No browser extension (ad blocker, privacy tool) is suppressing the widget in your test session. Try a private/incognito window.

The AI Gives Incorrect or Off-Topic Answers

  • Your Knowledge Base has accurate, up-to-date content — outdated documents can cause outdated answers. Delete old files and upload updated versions.
  • The content in your KB is specific enough. Vague or very short documents give the AI less to work with.
  • Guide selections are configured correctly — if you do not have Bible Explorer on your site, disabling the Bible Explorer Guide prevents the AI from confusing visitors with irrelevant instructions.

The Welcome Message Does Not Appear

  • You have saved the welcome message in the Settings tab — look for a confirmation message after clicking Save.
  • Test in a private/incognito window to rule out a cached session.

Crawl Returns Very Few Pages or Empty Results

  • Run the Site Test first. If it shows "Bot Blocked" or a low word count, enable the appropriate crawl options (Render JavaScript, Premium).
  • Confirm your authorized domain in Organization Settings is the correct primary domain (e.g., mychurch.com — check whether your site uses www or not).
  • Some hosting providers block external crawlers. If the Site Test consistently fails, contact HolyExplorer support.

Credits Running Out Quickly

  • Review Billing → Usage in the hamburger menu for unexpected spikes.
  • High visitor traffic on pages where the widget is active will increase credit usage — this is expected behavior on busy sites.
  • You can temporarily Disable the assistant from the Chat Status tab during high-traffic periods and re-enable it afterward.

Need More Help?

Use the AI Assistant chat bubble on your HolyExplorer.com account page — it can answer questions about your credits, subscription, and configuration.

Go to AI Assistant Dashboard