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AI agents & answers

Set the welcome message and suggested questions

Make the first chat interaction clear and give visitors useful ways to begin.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itAI agents → agent → General

Before you begin

Open AI agents and select the agent you want to edit. Check its name and workspace before saving: other agents have their own settings.

Example workspace · Demo data. Start with the correct agent and review the save controls. Select the image to enlarge it.
Agent settings showing identity, prompt and conversation options

Example workspace · Demo data. Start with the correct agent and review the save controls. Select the image to enlarge it.

Step by step

  1. 1

    Write the welcome message

    Use a short greeting that explains the assistant’s purpose. Avoid promising instant staff availability if your team is not always online.

  2. 2

    Add suggested questions

    Enter realistic questions a visitor can click, such as What are your return conditions? or Can someone help me choose a product?

  3. 3

    Check language and knowledge

    Use the public language of this agent and ensure the suggested questions can be answered from approved sources.

  4. 4

    Save and try a new conversation

    Open a fresh visitor session and click each suggestion. Check that it submits the intended question and produces a useful answer.

Good to know

A welcome message is different from a page-triggered invitation. Configure when to approach visitors through Workflows.

Check the result

Save, start a fresh test conversation and compare the answer with your approved business facts. Settings do not rewrite messages already sent.

Questions & troubleshooting

The welcome is missing in an old chat

Existing conversations may resume their history rather than show the new-chat welcome again. Test a new conversation.

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