Documentation/Troubleshooting/FAQ

Frequently Asked Questions

Quick answers to common questions about Sensei AI.

How do I add a new client?

Go to Admin → Clients → New Client. Enter the client name and domain, then configure their widget settings and add knowledge base content.

Why is the chatbot saying 'I don't have enough information'?

This usually means the knowledge base is empty or the embeddings weren't generated. Go to Admin → Knowledge Base and add content by crawling the client's website or uploading documents. Make sure the crawl completes successfully.

How do I customize the chat widget appearance?

Go to Admin → Clients → [Client Name] → Settings. You can change the bot name, avatar, intro message, and theme color. Changes take effect immediately on the client's website.

Where do I find the embed code for a client?

Go to Admin → Clients, find the client, and click the menu (⋮) → Get Embed Code. Copy the script tag and add it to the client's website before the closing </body> tag.

How do leads get captured?

When a user expresses intent to get a quote, contact sales, or speak with someone, the chatbot automatically shows a lead capture form. Leads are stored in the database and can optionally be sent to a webhook.

Can I send leads to our CRM?

Yes! Configure a webhook URL in the client's settings. When a lead is captured, we'll POST the lead data to your webhook. You can use Zapier or Make to connect to any CRM.

How do I re-crawl a website after content changes?

Go to Admin → Knowledge Base, find the source, and click 'Re-index'. This will crawl the website again and update the embeddings.

What happens if the OpenAI API key expires?

The chatbot will stop working. Update the OPENAI_API_KEY environment variable in Vercel and redeploy.

Can multiple clients use the same chatbot?

No, each client has their own isolated chatbot with separate knowledge base, settings, and leads. This is the multi-tenant architecture.

How do I view chat conversations?

Go to Admin → Sessions. You can see all chat sessions, filter by client, and read the full conversation history.

Is there a limit to how many pages can be crawled?

By default, crawling is limited to 50 pages per source. You can adjust the maxPages parameter when calling the crawl API.

How do I export leads?

Go to Admin → Leads and click 'Export CSV'. This downloads all visible leads (respecting any filters you've applied).

Can I use a custom avatar for the bot?

Yes! In client settings, enter a URL to any image (at least 200x200px, square format). The image should be hosted on HTTPS.

How do I test the widget before deploying to a client's site?

Use the Widget Preview page at /widget-preview. You can test all functionality including chat and lead capture.

What if the chatbot gives wrong answers?

Review the knowledge base content. The chatbot can only answer based on what's in the knowledge base. Add more comprehensive content or re-crawl pages with better information.

Still have questions? Check the other documentation pages or reach out to the development team.