# WiseMind Documentation

> Complete documentation for WiseMind AI chatbot platform

This file contains all documentation content in a single document following the llmstxt.org standard.

## Customize Appearance


Create a unique experience for your customers by completely customizing your chatbot's appearance! Configure colors, styles, and messages that reflect your brand identity and perfectly adapt to your website.

:::info Current Context
The appearance is being edited in context: **[CURRENT_CONTEXT]**. Each context can have its own visual customization.
:::

## Page Layout

The customization page is divided into two main sections:

### 🎨 Left Section: Settings

Panel with all chatbot customization options

### 👁️ Right Section: Preview

Real-time preview area of changes

<ThemedScreenshot
  alt='Customize Appearance'
  lightPath='/img/features/chatbot/en-US/customize-appearance-overview.png'
  darkPath='/img/features/chatbot/en-US/dark/customize-appearance-overview.png'
/>

---

## Advanced Mode

### Toggle Advanced Mode

❌ **Disabled** (default): Basic customization options.  
☑️ **Enabled**: Access to advanced and detailed settings

:::tip When to use Advanced Mode
Enable advanced mode when you need complete control over colors, spacing, and specific interface elements.
:::

---

## Chatbot Appearance

### Basic Information

#### Bot Name

- **Customization**: Defines how the chatbot presents itself
- **Example**: "Virtual Assistant", "Maya - Support", "Store Bot"
- **Impact**: Appears in the chat header

#### Company Name

- **Customization**: Identifies your company in the chat
- **Example**: "Company XYZ", "Virtual Store", "ABC Consulting"
- **Impact**: Appears together with the bot name

#### AI Avatar

- **Format**: JPG or PNG
- **Maximum size**: 5MB
- **Recommended dimensions**: 1024x1024 pixels
- **Use**: Visually represents your chatbot

### Type and Positioning

#### Chat Type

- **Bubble** (recommended): Circular icon that opens the chat
- **Box**: Widget always visible on the page

#### Bubble Size

- **Small**: Discreet, less attention-grabbing
- **Medium** (default): Balance between visibility and discretion
- **Large**: More visible, draws more attention

#### Chat Position

- **Top left**: Top left corner of the screen
- **Top right**: Top right corner of the screen
- **Bottom left**: Bottom left corner of the screen
- **Bottom right** (default): Most common and intuitive position

### Display Modes

Configure which visual elements will be displayed:

- ☑️ **Show user avatar**: Displays user icon in messages
- ☑️ **Show AI avatar**: Displays bot avatar in responses
- ☑️ **Show AI animation**: Visual effect during processing
- ☑️ **Show bubble with AI animation**: Animation in the main bubble

### Advanced Settings (Advanced Mode)

#### Margin

- **Control**: Adjustment slider
- **Function**: Defines distance from screen edges
- **Values**: 0px to 50px

#### Spacing

- **Control**: Adjustment slider
- **Function**: Internal spacing of elements
- **Values**: 0px to 30px

#### Border Radius

- **Control**: Adjustment slider
- **Function**: Border rounding
- **Values**: 0px (square) to 30px (very rounded)

---

## Color Configuration

### Basic Colors

#### Primary Color

- **Default**: #8E6EF4 (purple)
- **Use**: Main buttons, highlights, header
- **Recommendation**: Use your brand's main color

#### Font Color

- **Default**: #FFFFFF (white)
- **Use**: Text in buttons and highlighted elements
- **Tip**: Ensure adequate contrast with primary color

#### Modal Background Color

- **Default**: #1B1C23 (dark gray)
- **Use**: Chat window background
- **Important**: Choose color that doesn't strain the eyes

### Advanced Colors (Advanced Mode)

When advanced mode is active, you have access to:

#### Interface and Buttons

- **Opening button color**
- **Error color**: For error messages
- **Placeholder color**: Example text in fields
- **Prompt font color**: Text in typing area
- **Prompt button color**: Send message button

#### Animations and Effects

- **AI animation background color**
- **AI animation icon color**
- **Modal backdrop color**: Dark background behind chat

#### Interface Elements

- **Close button text color**
- **Divider color**: Separator lines
- **Link color**: Clickable links in messages
- **Loading icon color**: Wait indicator while chatbot responds

#### Messages

- **User message background color**
- **AI message background color**
- **Prompt background color inside modal**

#### Avatars

- **Avatar background color**
- **Avatar border color**

---

## Chatbot Personality

### Communication Profile

Configure how your chatbot communicates with users:

#### Role

Choose your chatbot's main function:

- **Salesperson** (default): Focus on conversion and sales
- **Representative**: General service and support
- **Teacher**: Educational and explanatory

#### Personality

Define the communication tone:

- **Confident**: Secure and assertive
- **Relaxed**: Casual and friendly
- **Informal**: Close and personal language
- **Formal**: Corporate and professional language
- **Dedicated**: Attentive and committed
- **Nerd**: Technical and detailed
- **Passionate**: Enthusiastic and energetic
- **Irreverent**: Fun and casual

### Restrictive Instructions

Configure important limitations for chatbot behavior:

#### Examples of Restrictions:

1. **"Don't mention service prices or make quotes, always indicate contact with a specialist."**
2. **"Don't make judgments or comparisons with competing products. Only emphasize the qualities of our products."**
3. **"Don't respond with code in any programming language."**

#### How to Create Good Restrictions:

- ✅ **Be specific** about what should not be done
- ✅ **Include alternatives** when possible
- ✅ **Use clear** and direct language
- ✅ **Test restrictions** with real questions

---

## Information and Messages

### System Messages

#### Welcome Message

- **Default**: "Hello, how can I help you?"
- **Customization**: User's first impression

#### Placeholder

- **Default**: "Tell me what you're looking for and I'll help you"
- **Function**: Example text in the typing field

#### Advanced Messages (Advanced Mode)

- **Close chat message**: "Collapse conversation"
- **Error message**: "Sorry, I didn't understand what you meant."

### Example Questions

Configure question suggestions to facilitate interaction:

#### Default Examples:

1. **"Hello, I'd like to know about your portfolio"**
2. **"What's your contact for quotes?"**

#### Features:

- ➕ **Add more questions**: Up to 5 suggestions
- ➖ **Remove questions**: Delete unnecessary suggestions
- ✏️ **Edit questions**: Customize according to your business

### Response Settings

#### Response Profile

- **Creative**: More elaborate and varied responses
- **Balanced** (default): Balance between creativity and precision
- **Precise**: Direct and objective responses

#### Temporarily Disable Chat

❌ **Disabled**: Chat working normally  
☑️ **Enabled**: Chat temporarily offline

**Available periods when enabled:**

- **4 hours**: Quick maintenance
- **24 hours**: Extended maintenance
- **7 days**: Prolonged pause

---

## Action Controls

### Main Buttons

#### SAVE

- **Function**: Applies all changes
- **Important**: Always save after making changes

#### UNDO CHANGES

- **Function**: Reverts to last saved version
- **Use**: When you want to restart customization

---

## Real-time Preview

### Preview Features

#### Instant Visualization

- ✅ **Immediate changes**: See alterations in real time
- ✅ **Color testing**: Check contrasts and harmony
- ✅ **Real simulation**: Identical behavior to website
- ✅ **Message testing**: See how settings look

:::tip UX Tip
A well-customized chatbot can significantly increase user engagement. Invest time in visual and communicative customization!
:::

:::warning Important
Always test your settings in the preview before saving. Small adjustments can make a big difference in user experience.
:::

---

## Chatbot Installation


:::warning Important
To access chatbot installation options, you need to have trained content in your knowledge base. Add files, websites, or FAQs and wait for processing.
:::

Installing the WiseMind chatbot is a simple process that allows you to integrate the virtual assistant into your website quickly and efficiently. This section explains all available methods and how to implement them.

<ThemedScreenshot
  alt='Chatbot Installation'
  lightPath='/img/features/chatbot/en-US/installation-overview.png'
  darkPath='/img/features/chatbot/en-US/dark/installation-overview.png'
/>

## Generate Demo Link

To test the chatbot before installing, you can generate a demo link by clicking the "Generate Demo Link" button. A temporary link will be created that you can share and test the chatbot functionality on a demonstration page.

<ThemedScreenshot
  alt='Demo Page'
  lightPath='/img/features/chatbot/pt-BR/demo-page-overview.png'
  darkPath='/img/features/chatbot/pt-BR/demo-page-overview.png'
/>

## Installation Method

#### Features

- **Simple integration**: A single script to add to your website
- **Guaranteed compatibility**: Works on any HTML website

### Installation in Bubble Mode

To install the chatbot using Bubble mode, copy the code and paste it at the end of your website's body.

```javascript
<script
  async
  src="https://assets.wisemind.app/YOUR_ID_HERE/YOUR_ID_HERE/widget/module.js?api_key=YOUR_API_KEY_HERE"
></script>
```

### Installation in Box Mode

To install the chatbot in Box mode, you need to add a div with the ID `ws__chat-box` at the end of your website's body, in addition to the script.

```html

  <script
    async
    src="https://assets.wisemind.app/YOUR_ID_HERE/YOUR_ID_HERE/widget/module.js?api_key=YOUR_API_KEY_HERE"
  ></script>

```

Proper installation of the WiseMind chatbot ensures a perfect experience for your users and maximum utilization of the tool.

---

## Small Talk


:::info Premium Feature
This functionality is exclusive to **Standard**, **Pro**, and **Enterprise** plans, and is not available for the Free plan.
:::

WiseMind includes a Small Talk module that allows the chatbot to automatically start conversations with users. This can help engage website visitors, offer proactive assistance, and improve the overall user experience. You can configure common topics to start conversations and engaging phrases to attract visitors' attention.

:::info Current Context
Small Talk is always relative to the selected context. Check at the top of the page: **"Small Talk is being edited in context: [CURRENT_CONTEXT]"**
:::

## Small Talk Topics

Define common topics to start conversations with website visitors.

<ThemedScreenshot
  alt='Small Talk Overview'
  lightPath='/img/features/chatbot/en-US/small-talk-overview.png'
  darkPath='/img/features/chatbot/en-US/dark/small-talk-overview.png'
/>

### Topic Settings

You can add, edit, or remove topics as needed.

Example

```
- "Benefits of our product"
- "We have special discounts for new customers"
- "Can I help you find what you're looking for?"
```

The **"PREVIEW"** button allows you to visualize how Small Talk will appear on the website and test the topic functionality before publishing it. You can add multiple topics to diversify conversation starter options.

## Proactivity Settings

The Proactivity Settings section allows you to adjust when and how Small Talk will be displayed to website visitors. You can define the delay time before Small Talk appears, taking into account the user's inactivity period.

Available periods are:

- **30 seconds**
- **2 minutes**
- **Other** (custom option)
- Never initialize Small Talk

Small Talk is a powerful tool to increase visitor engagement and offer proactive support. Adjust the settings as needed to optimize the user experience on your website.

---

## Chatbot Testing


:::warning Important
To access the chatbot testing page, you need to have trained content in your knowledge base. Add files, websites, or FAQs and wait for processing.
:::

WiseMind's testing system allows you to see how the chatbot will work before installing it on your website. This functionality is essential for adjusting configuration and ensuring everything is working correctly.

<ThemedScreenshot
  alt='Chatbot Test'
  lightPath='/img/features/chatbot/en-US/test-chatbot-overview.png'
  darkPath='/img/features/chatbot/en-US/dark/test-chatbot-overview.png'
/>

## Accessing the Test

### Location

- **"Test" tab** in the Chatbot section

### Test Interface

The test interface presents an exact replica of how the chatbot will appear on your website, including:

- All applied visual customizations
- Behavior settings
- Active knowledge base
- Defined contexts

## Test Features

### Complete Simulation

- **Real Appearance**: See exactly how the chatbot will look on your website
- **Full Functionality**: Test all features, including AI responses
- **Applied Settings**: All customizations are reflected in the test

### Conversation Testing

During testing, you can:

- Ask questions to the chatbot
- Test different types of queries
- Check response quality

<ThemedScreenshot
  alt='Conversation Testing'
  lightPath='/img/features/chatbot/en-US/test-chatbot-conversation.png'
  darkPath='/img/features/chatbot/en-US/dark/test-chatbot-conversation.png'
/>

### Configuration Validation

The test allows you to verify:

- **Personality**: If the response tone is appropriate
- **Knowledge Base**: If the correct information is being used
- **Contexts**: If contexts are working appropriately
- **Appearance**: If colors, texts, and positioning are correct

## Recommended Test Scenarios

### Basic Test

1. **Initial Greeting**

   - See if the welcome message appears
   - Test the configured initial message

2. **Simple Questions**

   - Ask basic questions about your company
   - Test information that's in the knowledge base

---

## Contexts


Contexts are a fundamental feature of WiseMind that allows you to organize and segment your content intelligently, creating different "knowledge universes" for your chatbots.

## What are Contexts?

Contexts are **subjects to which contents are related**. They function as containers that group specific information, allowing you to have different chatbots specialized in distinct topics.

<ThemedScreenshot
  alt='Contexts'
  lightPath='/img/features/contexts/en-US/contexts.png'
  darkPath='/img/features/contexts/en-US/dark/contexts.png'
/>

### Practical Example

**Scenario 1: Corporate Website**
- If you want a chatbot for your website, all added content should be related to the "Website" context
- The chatbot will only respond about website information

**Scenario 2: Internal Processes**
- For an internal company processes chatbot, create an "Internal Processes" context
- The intranet chatbot will only respond about internal processes

## How Contexts Work

### Context Hierarchy

#### Connected Contexts
- "Child" contexts can **see** content from the "parent" context
- The opposite **does not happen** - "parent" contexts do not see "child" content

#### Connection Example:
```
"Website" Context (Main)
└── "Internal Processes" Context (Connected)
```

**Result:**
- ✅ "Internal Processes" chatbot responds about processes AND about the website
- ❌ "Website" chatbot responds ONLY about the website

<ThemedScreenshot
  alt='Context Hierarchy'
  lightPath='/img/features/contexts/en-US/contexts-hierarchy.png'
  darkPath='/img/features/contexts/en-US/dark/contexts-hierarchy.png'
/>

### Main Context
By default, WiseMind starts with a **Main Context** that is automatically created.

:::info Simple Usage
If you need only one chatbot for a single subject, it's not necessary to create new contexts. Add content normally to the Main Context.
:::

## Managing Contexts

### Context Visualization
The contexts screen displays organized boxes with the name of each created context.

**Context examples:**
- Main
- News Websites  
- Tests
- Customer Service
- Products and Services

### Creating a New Context

1. **Access the Contexts screen**
2. **Click "Create New Context"**
3. **Define the context name**
4. **Configure hierarchy** (if necessary)
5. **Save changes**

### Editing Contexts

1. **Click on the context** you want to edit
2. **Modify necessary information**
3. **Adjust connections** with other contexts
4. **Save changes**

### Removing Contexts

:::warning Data Security
Don't worry! Your content will not be lost if you need to remove or rename a context. WiseMind preserves your information.
:::

1. **Select the context** to be removed
2. **Confirm the removal** action
3. **Choose the destination** for the content (if applicable)

## Common Use Cases

### 1. Multi-category E-commerce
```
Main Context: Online Store
├── Women's Clothing
├── Men's Clothing
├── Footwear
└── Accessories
```

### 2. Service Company
```
Main Context: Company
├── Customer Service
├── Internal Processes
├── Products
└── Technical Support
```

### 3. News Portal
```
Main Context: Portal
├── Sports
├── Politics
├── Economy
└── Entertainment
```

## Impact on Chatbots

### Context Selection
You can switch between contexts using the context dropdown in the header.

### Settings per Context
Each context maintains independent settings for:
- **Knowledge base**
- **Chatbot appearance**
- **Redirect links**
- **Personality and instructions**

:::info Remember
Changing context in the application header affects all configurations and visualizations. Always check which context you're working in.
:::

---

## Conversations


WiseMind's conversation management system offers a complete view of all interactions between users and the chatbot, enabling detailed analysis, enhanced support, and continuous optimization of customer service.

<ThemedScreenshot
  alt='Conversations Overview'
  lightPath='/img/features/conversations/en-US/conversations-overview.png'
  darkPath='/img/features/conversations/en-US/dark/conversations-overview.png'
/>

## Conversations Overview

### Main Interface
The conversations screen presents:
- **Conversation list**: All recorded interactions
- **Advanced filters**: To find specific conversations
- **Search tools**: Quickly locate conversations

### Available Information
For each conversation, you have access to:
- **Number of messages**: Amount of interactions
- **Date and time**: When the conversation occurred
- **Type** of conversation: Information, Compliment, Complaint, Other
- **Sentiment**: Automatic analysis of conversation tone

## Filters and Search

### Available Filters

#### By Period
- **Today**: Current day data
- **7 Days**: Last 7 days
- **30 Days**: Last month
- **60 Days**: Last 2 months
- **90 Days**: Last 3 months

#### By Context
- **ALL** (default): Displays metrics from all contexts
- **Specific contexts**: Dynamic options based on created contexts

#### By Goal
- **All** (default): Displays all conversations
- **Compliments**: Conversations with positive feedback
- **Complaints**: Conversations with negative feedback
- **Information**: Conversations seeking information
- **Other**: Conversations that don't fit the above categories

#### By Sentiment
- **All** (default): Displays all conversations
- **Positive**: Conversations with positive sentiment
- **Neutral**: Conversations with neutral sentiment
- **Negative**: Conversations with negative sentiment

#### If Wanted to Talk to Human
- **Yes**: Conversations where the user requested human service
- **No**: Conversations resolved by the chatbot

## Conversation Details

For each conversation, you can click to see details and will be redirected to the conversation details screen, where you can review previous conversations and analyze interaction history. 

<ThemedScreenshot
  alt='Conversation Details'
  lightPath='/img/features/conversations/en-US/conversation-details.png'
  darkPath='/img/features/conversations/en-US/dark/conversation-details.png'
/>

WiseMind's conversation system offers complete visibility over user interactions, enabling continuous service improvement and customer experience optimization.

---

## Dashboard


The Dashboard is WiseMind's home page, where you can track all important metrics and information about your chatbots' performance in real time.

<ThemedScreenshot
  alt='Dashboard'
  lightPath='/img/features/dashboard/en-US/dashboard.png'
  darkPath='/img/features/dashboard/en-US/dark/dashboard.png'
/>

## Overview

Here you can see a summary of the following main items:

- **Active Contexts**: Number of contexts created and active
- **Active Links**: Number of configured redirect links
- **Credit Usage**: Current credit usage based on your plan
- **Active Content**: Amount of content in the knowledge base

## Summary Cards

<ThemedScreenshot
  alt='Summary Card of the Dashboard'
  lightPath='/img/features/dashboard/en-US/summary-card.png'
  darkPath='/img/features/dashboard/en-US/dark/summary-card.png'
/>

### Active Contexts Card

Displays the number of contexts you have active/created. Contexts are managed in the [Contexts](/docs/contexts) section.

### Active Links Card

Shows the number of redirect links you have added, configured in [Knowledge Base/Links](/docs/knowledge-base/links).

### Credit Usage Card

Displays the amount of credit spent so far, based on your subscription plan (Free, Standard, or Pro).

### Active Content Card

Shows the amount of content registered in [Knowledge Base/Content](/docs/knowledge-base/contents) that is active.

## Filters and Controls

<ThemedScreenshot
  alt='Dashboard Filters'
  lightPath='/img/features/dashboard/en-US/filters.png'
  darkPath='/img/features/dashboard/en-US/dark/filters.png'
/>

### Period Filtering

You can filter chart information by different periods:

- **Today**: Current day data
- **7 Days**: Last 7 days
- **30 Days**: Last month
- **60 Days**: Last 2 months
- **90 Days**: Last 3 months

### Context Filtering

Filter metrics by specific context:

- **ALL** (default): Displays metrics from all contexts
- **Specific contexts**: Dynamic options based on created contexts

:::tip Tip
The selection of period and context filters directly impacts interaction charts, allowing for more detailed data analysis.
:::

## Interaction Charts

<ThemedScreenshot
  alt='Dashboard Interactions'
  lightPath='/img/features/dashboard/en-US/interactions-card.png'
  darkPath='/img/features/dashboard/en-US/dark/interactions-card.png'
/>

### Today's Interactions Chart

This flat chart displays today's interactions, showing the conversation flow throughout the day.

**Features:**

- Real-time updates
- Hourly visualization
- Activity peak indicators

### Interactions by Period Chart

Chart showing interactions based on the period selected in filters, allowing trend and pattern analysis.

**Features:**

- Adaptable to period filters
- Trend visualization
- Comparison between different contexts

:::info Information
The Dashboard is updated in real time, always providing the most recent information about your chatbots' performance.
:::

---

## Insights


:::info Premium Feature
This functionality is exclusive to the **Enterprise** plan, and is not available for the Free, Standard, or Pro plans.
:::

Insights are detailed analyses collected from chatbot interactions, providing valuable information about automated service performance and effectiveness, helping you identify areas for improvement and optimization opportunities.
The chatbot analyzes conversation patterns, types of frequently asked questions, and user behavior to generate strategic insights and recommendations for improving the information provided.

### Available Information

For each Insight, you will have access to:

- **Title**: Insight summary
- **Subject**: Insight category (e.g., UX, Performance, Content)
- **Context**: Context related to the Insight
- **Number of conversations**: Number of interactions that generated the Insight
- **Analysis period**: Time interval considered

<!-- ![Insights Table](/img/insights/insights-table.png) -->

## Filters

### Available Filters

#### By Period

- **Today**: Current day data
- **7 Days**: Last 7 days
- **30 Days**: Last month
- **60 Days**: Last 2 months
- **90 Days**: Last 3 months

#### By Context

- **ALL** (default): Displays metrics from all contexts
- **Specific contexts**: Dynamic options based on created contexts

#### Favorites

Displays Insights marked as favorites for easy access and future reference.

#### Archived

Displays Insights that have been archived, allowing review and reactivation as needed.

# Insight Details

For each Insight, you can click the "View Details" button or click directly on the Insight row to see more information, including:

- **Detailed description** of the Insight
- **Expressions extracted** from interactions that generated the Insight

### WiseMind Recommendations

WiseMind can provide specific recommendations to improve chatbot performance based on the identified Insight. Analyze these recommendations and implement the suggested changes to optimize user experience. The recommendations include:

- **Functionality** (e.g., Add FAQ to resolve common questions, Improve pricing response)
- **How to implement** (e.g., Include more details in the response, Add question variations)

### Insight Classification

#### Internal Annotation

Add internal notes to record actions taken or relevant observations about the Insight, facilitating tracking and collaboration with your team.

#### Importance Rating

Rate the Insight with a 1 to 5 star rating, helping to prioritize actions based on the relevance and impact of the identified Insight.

#### Implementation Possibility

Rate the feasibility of implementing the recommendations associated with the Insight, considering factors such as available resources, technical complexity, and alignment with business objectives.

#### Favorite and Archive

- **Favorite**: Mark important Insights for easy future access
- **Archive**: Remove Insights that have already been addressed or are no longer relevant, keeping the list organized

---

## Integrations


:::info Premium Feature
This functionality is exclusive to the **Enterprise** plan, and is not available for the Free, Standard, or Pro plans.
:::

:::info Information
Currently, WiseMind offers integrations with the following platforms:

- **Notifyme**: Intelligent support via WhatsApp Business
  :::

WiseMind offers integrations that allow you to connect your chatbot to various platforms, expanding its functionalities and facilitating knowledge management.

## Notifyme Integration

The integration with Notifyme allows you to use WiseMind's chatbot for WhatsApp Business support, providing an automated and efficient support experience.
More details about the Notifyme integration can be found in the [official Notifyme documentation](https://docs.notifyme.com.br/).

<!-- ![Notifyme Integration](/img/integrations/notifyme-integration.png) -->

---

## Interaction Monitoring


:::info Premium Feature
This functionality is exclusive to **Standard**, **Pro**, and **Enterprise** plans, and is not available for the Free plan.
:::

Interaction Monitoring allows you to evaluate customer service provided over time, providing valuable insights into the quality and effectiveness of your chatbot.

<ThemedScreenshot
  alt='Interaction Monitoring Overview'
  lightPath='/img/features/interaction-monitoring/en-US/interaction-monitoring-overview.png'
  darkPath='/img/features/interaction-monitoring/en-US/dark/interaction-monitoring-overview.png'
/>

## Filter Controls

### Period Filtering

Filter data by different periods for temporal analysis:

- **30 Days**: Analysis of the last month
- **60 Days**: Analysis of the last 2 months
- **90 Days**: Analysis of the last 3 months

### Context Filtering

Analyze specific metrics by context:

- **All** (default): Displays metrics from all contexts
- **Specific contexts**: Dynamic options based on created contexts

## Charts and Metrics

### Goals Chart

Bar chart with connecting points showing the distribution of interaction types.

**On hover, the tooltip displays:**

- **Interactions**: Total quantity
- **Compliments**: Amount of positive feedback
- **Information**: Information requests
- **Complaints**: Negative feedback
- **Other**: Other interaction categories

### Sentiment Chart

Bar chart displaying the sentiment evaluated by WiseMind in conversations.

**The chart tooltip shows:**

- **Number of Interactions**: Total conversations analyzed
- **Positive**: Percentage and quantity of positive interactions
- **Neutral**: Percentage and quantity of neutral interactions
- **Negative**: Percentage and quantity of negative interactions

### Wanted to Talk to Human?

Pie chart showing the percentage of conversations where the user wanted to speak with a human agent.

**Chart labels:**

- **Yes**: Percentage and quantity of interactions where human service was requested
- **No**: Percentage and quantity of interactions resolved by the chatbot

### Finished Conversation Satisfied?

Pie chart showing the percentage of conversations that were finished with satisfaction.

**Chart labels:**

- **Yes**: Percentage and quantity of conversations finished with satisfaction
- **No**: Percentage and quantity of unsatisfactory conversations

## Insights Card

The **insights** card provides a quick overview of the latest insights generated by WiseMind. **Insights** are automatically extracted from conversations to help continuously improve service, explained better in the [Insights](/docs/insights) section.

**Information displayed:**

- **"FAVORITE" button**: Adds the insight to favorites for easy access
- **Generated insight title**
- **Subject** related to the insight
- **Context** where the insight was identified
- **Number of conversations analyzed** to generate the insight
- **Analysis period** used
- **"ARCHIVE" button**: Moves the insight to the archived section
- **"VIEW DETAILS" button**: Accesses the detailed insight page

## SEO Analysis Card

The SEO analysis card provides information about your website's optimization for search engines.

**Information displayed:**

- **Website URL** used for analysis
- **Context** where the analysis is configured
- **"VIEW ALL" button**: Redirects to [Knowledge Base/Content](/docs/knowledge-base/contents)
- **"VIEW SEO ANALYSIS" button**: Accesses complete SEO analysis details

:::tip Tip
Use period and context filters to identify specific patterns and optimize your chatbot performance in a targeted way.
:::

:::warning Warning
Sentiment metrics are automatically analyzed by WiseMind using artificial intelligence. For more accurate results, keep your knowledge base always updated.
:::

---

## WiseMind


Advanced AI chatbots customized and trained based on your data to provide accurate and relevant responses.

## Who We Are

**WiseMind** is a platform designed to revolutionize how companies interact with their customers, using Artificial Intelligence to create personalized and highly efficient chatbots. With WiseMind, users can train their chatbots based on their own data, ensuring that responses are accurate, relevant, and aligned with the brand identity. Additionally, it enables your customer service to be **24/7**, reducing operational costs and increasing customer satisfaction.

## Our Mission

To help companies improve customer service and optimize internal processes through intelligent chatbots, providing an exceptional and efficient user experience.

## Wise Group

WiseMind is part of the Wise Group, a software factory from Curitiba with over 25 years of experience in the technology market. With more than 150 specialized employees, the Wise Group offers complete and innovative solutions, not just as a software factory, but as a true solutions factory.

---

## Content


The Knowledge Base is the heart of your chatbot in WiseMind. Here you upload and add content to train your AI with your own data, ensuring accurate and relevant responses to your users.

:::info Current Context
Contents are always relative to the selected context. Check at the top of the page: **"Contents are relative to context: [CURRENT_CONTEXT]"**
:::

## Ways to Add Content

WiseMind offers three main ways to add knowledge to your chatbot:

### 1. Capture Website

### 2. Upload File

### 3. Questions and Answers

<ThemedScreenshot
  alt='Knowledge Base Overview'
  lightPath='/img/features/knowledge-base/en-US/knowledge-base-overview.png'
  darkPath='/img/features/knowledge-base/en-US/dark/knowledge-base-overview.png'
/>

## 1. Capture Your Website

Allows WiseMind to be trained directly with your website content.

<ThemedScreenshot
  alt='Capture Website'
  lightPath='/img/features/knowledge-base/en-US/capture-your-site.png'
  darkPath='/img/features/knowledge-base/en-US/dark/capture-your-site.png'
/>

### How to Use:

1. **Access the "Capture Your Website" tab**
2. **Enter the website URL** in the input field
3. **Click "Capture"** to start the process
4. **Wait for processing** - WiseMind will analyze all content

### Advantages:

- ✅ **Automatic updates** when the website changes
- ✅ **Complete capture** of pages and sections
- ✅ **Intelligent processing** of texts and structures
- ✅ **Simplified maintenance** of content

### URL Example:

```
https://www.mywebsite.com
https://blog.company.com
https://store.example.com/products
```

### Capture Options

- **Sync frequently**: When enabled, WiseMind will check the website weekly for new information or content updates.  
- **Discover new pages**: With this option enabled, WiseMind will automatically detect and capture new pages added to the website, ensuring the chatbot is always up to date. The check is also performed weekly.  

## 2. Upload a File

Upload existing documents and files to train the chatbot.

<ThemedScreenshot
  alt='Upload File'
  lightPath='/img/features/knowledge-base/en-US/upload-file.png'
  darkPath='/img/features/knowledge-base/en-US/dark/upload-file.png'
/>

### Supported Formats:

- **PDF** - Documents, manuals, catalogs
- **TXT** - Simple text files
- **DOC** - Microsoft Word documents
- **DOCX** - Microsoft Word documents (newer versions)
- **MD** - Markdown files

### Limitations:

- **Maximum size**: 10MB per file
- **Processing**: Automatic after upload
- **Encoding**: UTF-8 recommended for texts

### How to Use:

1. **Access the "Upload a File" tab**
2. **Click on the upload area** or drag the file
3. **Select the file** from your computer
4. **Wait for upload** and automatic processing

## 3. Questions and Answers (FAQ)

Create a structured knowledge base with frequently asked questions and their respective answers.

<ThemedScreenshot
  alt='FAQ'
  lightPath='/img/features/knowledge-base/en-US/faq.png'
  darkPath='/img/features/knowledge-base/en-US/dark/faq.png'
/>

### How it Works:

1. **Add a common question** from users
2. **Write the corresponding answer**
3. **WiseMind analyzes** and can improve the answer
4. **Adds subtle details** to make it more natural

### Example:

```
Question: "What are the business hours?"
Answer: "We operate Monday to Friday, 8am to 6pm,
         and Saturdays from 8am to 12pm."
```

### WiseMind Automatic Improvements:

- ✨ **More natural language**
- ✨ **Additional context**
- ✨ **Question variations**
- ✨ **More complete answers**

## Knowledge Base Management

### Control Tools

#### Search Box

- **Filter content** by URLs, file names, or keywords
- **Smart search** across all fields
- **Real-time results**

#### Show Superior Contexts

- ☑️ **Check this option** to see content from hierarchically superior contexts
- 📊 **Complete view** of knowledge inheritance
- 🔗 **Understand connections** between contexts

### Content Table

The table displays all content with organized information:

#### Table Columns:

**Files/URLs**

- File name or captured URL
- Click to view details

**Context**

- Context to which the content belongs
- Visual inheritance indicator

**Format**

- File type (PDF, TXT, URL, FAQ)
- Representative format icon

**Status**

- ✅ **Trained**: Content processed and active
- ⏳ **Processing**: Being analyzed by WiseMind
- ⏳ **Waiting**: Awaiting processing

**Updated on**

- Date and time of last modification
- Chronological sorting available

**Actions**

- **Edit**: Modify information
- **Delete**: Remove content
- **Deactivate**: Stop using without deleting

### Table Features

#### Interactive Sorting

- **Click on columns** to sort
- **Visual indicators** of active sorting
- **Multiple sorting** by different criteria

#### Pagination

- **Page navigation** for large volumes
- **Items control** per page
- **Current position indicators**

#### Dynamic Filters

- **Automatic filters** based on selected tab
- **Filter combination** for specific search

:::tip Performance Tip
For better performance, combine different types of content: use FAQs for common questions, websites for updated information, and files for detailed documentation.
:::

:::warning Important
Always check that you're in the correct context before adding content. Added content will be associated with the active context at the time.
:::

---

## Links


The Redirect Links feature allows you to define keywords that will be automatically transformed into custom links in your chatbot responses, improving user experience and directing them to specific actions.

:::info Current Context
Redirect links are always relative to the selected context. Check at the top of the page: **"Redirect links are relative to context: [CURRENT_CONTEXT]"**
:::

## How It Works

The link system works by **intelligent substitution**:

- When a **keyword** appears in the chatbot response
- It is automatically **transformed into a clickable link**
- The link directs to the **configured URL**
- Substitution happens **only on the first occurrence** of the word

### Practical Example:

```
Keyword: "quote"
URL: https://www.mywebsite.com/quote
Result: Every time the chatbot mentions "quote",
         the word will become a clickable link.
```

## Configuring Redirect Links

<ThemedScreenshot
  alt='Links Overview'
  lightPath='/img/features/knowledge-base/en-US/links-overview.png'
  darkPath='/img/features/knowledge-base/en-US/dark/links-overview.png'
/>

### Configuration Fields:

#### 1. Keyword

- **Type the word** or expression that will be substituted
- **Be specific** to avoid unwanted substitutions
- **Use relevant terms** that appear frequently in responses

#### 2. Differentiate uppercase and lowercase

☑️ **Checked**: "Quote" ≠ "quote" ≠ "QUOTE"  
❌ **Unchecked**: "Quote" = "quote" = "QUOTE"

#### 3. Destination URL

- **Complete URL** including https://
- **Can be external** (other websites) or internal (your website)
- **Always test** if the link works correctly

**URL Example:**

```
https://link.website.com
https://www.mywebsite.com/contact
https://store.example.com/products/item-123
```

#### 4. Advanced Field (Optional)

☑️ **Enable this option** to replace the word with different text in the link

**Example:**

- **Original word**: "contact"
- **Replace with**: "Contact us"
- **Result**: Link appears as "Contact us" but the detected word is "contact"

## Creation Process

### Step by Step:

1. **Fill in the keyword** that will be substituted
2. **Configure options** for uppercase/lowercase as needed
3. **Enter the complete destination URL**
4. **Configure advanced field** if you want different text in the link
5. **Click "SUBSTITUTE AND TRAIN"** to activate

### Automatic Training

After configuring, WiseMind:

- ✅ **Processes the new substitution rule**
- ✅ **Updates the knowledge base**
- ✅ **Activates the link** for immediate use

## Link Management

### Configured Links Table

The table displays all configured links with organized information:

#### Table Columns:

**Word**

- Keyword detected in responses
- Base for automatic substitution

**URL**

- Link destination address
- Can be clicked for direct testing

**Replace with**

- Alternative text displayed in the link (if configured)
- Empty when using the original word

**Differentiate uppercase**

- ✅ **Yes**: Case-sensitive enabled
- ❌ **No**: Case-insensitive enabled

## Common Use Cases

#### 1. E-commerce

```
Word: "cart"
URL: https://store.com/cart
Use: Direct to shopping cart
```

#### 2. Support

```
Word: "support"
URL: https://website.com/support
Replace with: "Help Center"
```

#### 3. Contact

```
Word: "whatsapp"
URL: https://wa.me/5511999999999
Replace with: "Chat on WhatsApp"
```

#### 4. Specific Products

```
Word: "premium-product"
URL: https://store.com/premium
Replace with: "Discover our Premium product"
```

:::tip Conversion Tip
Use strategic links to direct users to important actions like "buy", "hire", "schedule", or "contact". This can significantly increase your conversions.
:::

---

## Limits


:::info Premium Feature
This functionality is exclusive to **Standard**, **Pro**, and **Enterprise** plans, and is not available for the Free plan.
:::

Credit limits can be distributed among different contexts, allowing granular control over platform usage. Each context can have its own credit limit, which is deducted from the account's total limit.
You can monitor credit usage in each context individually, as well as total account usage and distributed credits, ensuring you never exceed your budget.

<ThemedScreenshot
  alt='Limits Overview'
  lightPath='/img/features/limits/en-US/limits-overview.png'
  darkPath='/img/features/limits/en-US/dark/limits-overview.png'
/>

## Distribute credits equally

You can choose to distribute credits equally among all contexts. For example, if you have 3 contexts and a total limit of 600 credits, each context will receive 200 credits, and the remainder will be distributed based on usage.

## Settings

### Notification

If enabled, you will receive an email when credit usage reaches alert levels of 60% and critical levels of 90%.

### Usage limit

You can configure a custom message that will be displayed to users when the credit limit is reached. This allows you to inform users about the situation and possible actions to be taken.

WiseMind's limit system provides complete control over platform usage, ensuring optimized performance and predictable costs, with flexibility to grow according to your needs.

---

## Plans and Subscriptions


WiseMind offers different subscription plans that allow you to adapt the platform usage according to your needs. In this section, you can view the benefits of each plan, change your current plan, manage payment information, and track billing.

<ThemedScreenshot
  alt='My Plan'
  lightPath='/img/features/plans/en-US/my-plan-overview.png'
  darkPath='/img/features/plans/en-US/dark/my-plan-overview.png'
/>

## Available Plans

WiseMind provides four plan options, each with different features and limits:

- **Free**
- **Standard**
- **Pro**
- **Enterprise**

Each plan offers benefits ranging from chatbot customization to advanced features like strategic insights, SEO analysis, and interaction monitoring.

## Plan Comparison

In the **Plans** section, you can view a comparison table with the features included in each subscription level, as well as the limits for:

- **Subcontexts**
- **Knowledge bases**
- **Custom redirect links**
- **Monthly credits**

<ThemedScreenshot
  alt='Plans Table'
  lightPath='/img/features/plans/en-US/plans-table.png'
  darkPath='/img/features/plans/en-US/dark/plans-table.png'
/>

## Payment Information

When changing or registering a payment method, the user must provide:

- Card number
- Expiration date
- Security code
- Country

<ThemedScreenshot
  alt='Checkout'
  lightPath='/img/features/plans/en-US/checkout-overview.png'
  darkPath='/img/features/plans/en-US/dark/checkout-overview.png'
/>

## Order Summary

On the right side of the screen, an **order summary** is displayed, including:

- Name of the selected plan
- Prorated amount (if the change is made in the middle of the current cycle)
- Full amount to be charged on the next invoice

The **"Complete order"** button confirms the plan change or payment method update.

---

## Account Preferences


The **Preferences** section allows each user to customize their WiseMind experience according to their needs.  
Here you can configure the visual theme of the system, language, time zone, and account profile type.

<ThemedScreenshot
  alt='Preferences Overview'
  lightPath='/img/features/preferences/en-US/preferences-overview.png'
  darkPath='/img/features/preferences/en-US/dark/preferences-overview.png'
/>

## How to Access

To access account preferences, click on your avatar in the upper right corner of the screen and select **Preferences** from the dropdown menu.

<ThemedScreenshot
  alt='Dropdown'
  lightPath='/img/features/preferences/en-US/avatar-dropdown.png'
  darkPath='/img/features/preferences/en-US/dark/avatar-dropdown.png'
  width={400}
/>

## Display Theme

The user can choose between two display themes:

- **Light** (default)
- **Dark**

This setting affects the entire system interface.

## Communication

In the communication section, the user defines:

- **Language**: choose the preferred language for the system interface.  
  Examples: `PT-BR`, `EN-US`, `ES-ES`.

- **Time zone**: select the appropriate time zone for your region.  
  This setting ensures that all time-related information is displayed correctly.

After adjusting these options, click **Save** to confirm.

## Account Profile

WiseMind offers two types of account profiles:

- **Personal**: recommended for individual use.
- **Corporate**: recommended for companies or teams that use the platform collaboratively.

Select the desired profile and click **Save** to apply the configuration.

## Account Deletion

At the bottom of the **Account Profile** section, the user finds the **Delete my account** option.  
This action is **irreversible** and will result in scheduling the deletion of all data associated with the account.

:::caution Warning
Before deleting your account, make sure there is no important information that will need to be recovered in the future.
:::

---

## Registration and Login


On the **Registration** screen, the user only needs to provide their **email address** to start creating their account.

<ThemedScreenshot
  alt='Register interface'
  lightPath='/img/features/register/en-US/register-first-step.png'
  darkPath='/img/features/register/en-US/dark/register-first-step.png'
/>

### Policy and Terms

Before proceeding, the user must be aware that:

> WiseMind collects and uses personal data in accordance with our **[Privacy Policy](https://admin.wisemind.chat/privacy)**.  
> By creating an account, you agree to our **[Terms and Conditions](https://admin.wisemind.chat/terms)**.

After filling in the email, simply click **Create Account**.  
If you already have an account, you can return to login through the link **"Already have an account? Sign in here."**

## Email Verification

After initial registration, a message is sent to the provided email containing a **verification code**.

On the **Email Verification** screen, the user must:

1. Enter the received code.
2. Confirm to proceed with account creation.

If the code has not been received, there is a **Resend** option to request a new code.

<ThemedScreenshot
  alt='Email verification interface'
  lightPath='/img/features/register/en-US/register-second-step.png'
  darkPath='/img/features/register/en-US/dark/register-second-step.png'
/>

## Registration Completion

With the email already verified, the user must **complete the registration** by providing the following information:

- **Email address** (pre-filled and validated)
- **Full name**
- **Phone** (optional)
- **Website address** (e.g., `https://website.com/`)
- **Password**

### Password Requirements

The password must meet the following criteria:

- Minimum of **8 characters**
- Contain **at least one number**
- Have **uppercase and lowercase letters**
- Include **at least one special character**

After filling in all information, the user must click **Create Account** to complete the process.

<ThemedScreenshot
  alt='Complete registration interface'
  lightPath='/img/features/register/en-US/register-third-step.png'
  darkPath='/img/features/register/en-US/dark/register-third-step.png'
/>

## Login

On the **Login** screen, the user can access their existing account by providing:

- **Email**
- **Password**

Additionally, the following options are available:

- **Forgot my password** → Redirects to the password recovery flow.
- **Don't have an account? Register here.** → Directs to the account creation screen.

The **Sign In** button authenticates the user and grants access to the system.

<ThemedScreenshot
  alt='Login'
  lightPath='/img/features/login/en-US/login.png'
  darkPath='/img/features/login/en-US/dark/login.png'
/>

---

## Users


WiseMind's user management system allows you to control access, define permissions, and organize teams for effective collaboration in chatbot management. This functionality is essential for companies that need multiple collaborators working on the platform.

<ThemedScreenshot
  alt='Users Overview'
  lightPath='/img/features/users/en-US/invite-users-overview.png'
  darkPath='/img/features/users/en-US/dark/invite-users-overview.png'
/>

## Invite Users

<ThemedScreenshot
  alt='Invite Users'
  lightPath='/img/features/users/en-US/invite-users-modal.png'
  darkPath='/img/features/users/en-US/dark/invite-users-modal.png'
/>

1. Access the **Users** section in the sidebar menu.
2. Click on **Invite User**.
3. Enter the email address of the user you want to invite.
4. Define the **access type** (Owner, Administrator, Editor, Viewer).
5. Choose the **contexts** the user will have access to.
6. Click **Invite**.

An email will be sent to the user with instructions to create their account and access the platform.

## User Overview

### User Types
WiseMind offers different access levels:

- **Owner**: Full control over the account and all features.
- **Administrator**: Manages users, settings, and projects.
- **Editor**: Can create and edit content, but cannot manage users.
- **Viewer**: Read-only access for monitoring.

WiseMind's user system provides complete control over access and permissions, ensuring that each team member has exactly the resources they need for their work, maintaining security and facilitating collaboration.