Use Conversations in Your Hub
Use **Page Settings** to control the whole Conversations section, and open an individual Conversation to control its prompt, documents, prerequisites, and visibility. Prerequisites depend on required steps; Visibility rules support broader conditions such as tags, offers, dates, and progress.
Each Conversation you create appears on your hub's Conversations page. Use Page Settings to control that whole section, and open an individual Conversation to control how that specific chat behaves.
Manage your Conversations
From your hub's Conversations page, you can see every Conversation you've created, its draft or published status, and actions to edit or delete it.
Select New Conversation to create another one.
Set up the Conversations page
Select Page Settings from the Conversations page. These settings apply to the whole section, not to any single Conversation:
- Customize: choose the icon shown for the Conversations section.
- Content: add the page description, explainer title and description, and an optional explainer image or video. Users see this listing-page content when the hub has at least two published Conversations. With only one, they open that Conversation directly.
- Background: set the color or image behind the Conversations page. Any unset background fields inherit from the hub.
- Visibility under Advanced: control whether users see the Conversations card on the hub home page at all.
Control one Conversation
Open a Conversation from the list and select Edit. Its settings are separate from Page Settings:
- General: title, description, and published status.
- Customize: icon and color.
- Prompt: how the AI should behave.
- Documents: the reference documents the AI can use.
- Prerequisites: required steps users must complete before the Conversation becomes available.
- Visibility under Advanced: rules that hide this Conversation entirely when their conditions aren't met.
Attach the right documents
Documents live in one library for your whole account. From a Conversation's Documents settings, attach the files you want its AI to use.
The same file can be attached to more than one Conversation or AI Hub. A Conversation only uses documents attached to it, so a file being available in the account library doesn't automatically make it part of every chat.
Choose between prerequisites and Visibility
Use Prerequisites when a Conversation depends on users completing specific steps first.
Use Visibility for broader conditions. You can base rules on progress, user tags, active offers, dates, and other available options.
In the current user experience, a Conversation with unmet prerequisites or Visibility conditions is left out of the available list until those conditions are met.
Publish when it's ready
A draft appears in your admin Conversations list but isn't visible to users. Open General and turn on Published when you're ready to make it available.
Frequently asked questions
- What's the difference between page-level and individual Visibility?
- **Page Settings → Visibility** controls whether the whole Conversations section appears. A Conversation's own **Visibility** settings control only that Conversation. You can use either, both, or neither.
- What's the difference between prerequisites and Visibility?
- Prerequisites are specifically for required steps. Visibility rules support broader conditions such as tags, offers, dates, and other progress rules. In the current user experience, unmet conditions in either place can keep the Conversation out of the available list.
- Can I customize the Conversations page background?
- Yes. Open **Page Settings → Background**. Any background field you leave unset inherits from the hub.
- Do documents carry over between Conversations?
- The files stay in your account's shared document library, but attachments don't carry over automatically. Attach each document to every Conversation that should use it.