Examples of configuration for a holder

This page offers fictional but realistic configurations. Replace the values with those of your company and keep the logic: a clear objective, a limited scope, and then an observable test.

##1. Preparing an e-commerce site

Objective: allow ELChat to answer questions about products and returns, without using customer private pages.

Adjustment	Example	Why?	How to check
Site name	Maison Atlas — Boutique	The entire team immediately recognizes the perimeter.	The name appears in the dashboard and in the settings.
Main URL	https://maison-atlas.example	ELChat knows which field to explore.	Open the URL in a new window and check the canonical domain.
Pages included	/produits/, /guides/, /livraison/	These pages directly answer questions from visitors.	Test a question that can be answered in each section.
Pages excluded	/panier/, /mon-compte/, /recherche/	These pages are private, variable or unreliable as reference sources.	Check that they do not appear in the pages processed.

Start with this reduced perimeter, record it, then launch the exploration. The aim is to check the quality of the answers before dealing with the whole field.

##2. Add reference knowledge

Cas: the site contains general information, but the return procedure is maintained in an internal document.

1. In Knowledge, choose File.
2. Give the file the titlePolitique de retour — France — 2026.
3. Import the current document.
4. Wait for status Indicated in Resources.
5. Test the question: “What is the deadline for returning an item purchased in France?”.

The title explains the subject, the country and the period: it helps the team find the right version and reduces the risk of using an old document. The test must include explicitly written information in the file; If the answer does not appear, the withdrawal message is preferable to a supposition.

##3. Configure widget and its behavior

Objective: to provide clear pre-sales assistance, without suggesting that the assistant is a human adviser.

Field	Example	Why?
Name of Assistant	Assistant Maison Atlas	The visitor knows who he’s talking to.
Role	Commercial	The tone and priorities correspond to pre-sales demand.
Welcome Message	Bonjour ! Je peux vous aider à choisir un produit ou à demander un devis.	The visitor immediately understands what the widget can do.
Folding message	Je ne trouve pas cette information dans nos contenus. Voulez-vous laisser vos coordonnées ?	An explicit limit avoids an invented response and offers a useful suite.
Temperature	Low to moderate	Prices, characteristics and conditions must remain stable.

First activate the widget and AI separately. Test a covered question, a reformulation, and a question absent from the knowledge. Only publish the configuration after checking these three behaviors.

##4. Connect a form to an CTA

Cas: Turn a request for a quote into a lead exploitable.

1. Create the formDemande de devis.
2. AddNom, E-mail, Type de projetandBudget estimé.
3. Make the name, e-mail and project type mandatory; the budget may remain optional at first contact.
4. Create CTADemander un deviswith action Open a form.
5. Add a lead rule of intent and keyworddevis.
6. Test a request with the word “proposal”, then a request without report.

The form collects only what allows the team to resume contact. The rule combines a broad signal, intent, with a specific signal, the keyword. CTA should not appear for each general product question.

For a question “Would you like to be recalled?”, use a conditional logic: only display the phone when the answer isOui. The field is thus requested at the right time and does not bother visitors who do not wish to be recalled.

##5. Connecting a tool and governing its actions

Cas: propose appointments with Google Calendar without allowing automatic cancellation.

1. Connect the Google account that has the business calendar.
2. In Calendar settings, check the time zone and work schedules.
3. Test an availability reading on a known niche.
4. In Permissions, leave the availability check in Automatic.
5. Set up appointments on Confirmation required — An advisor confirms.
6. Set the cancellation to ** Block** if the ELChat course should never run it.

Reading is automatic because it does not change the calendar. The creation requires a human agreement because it sends an invitation and engages the team. Cancellation is blocked when it is not necessary for the course; connecting a tool does not mean that all its actions must be opened.

##6. Build capacity, workflow and agent

Expected result: process an appointment request in a controlled manner.

Capacity

Create CapacityProposer un créneau commercialand associate the reading actions of calendar availability. The name describes the business result, not the technical supplier.

Workflow

Create workflowOrganiser un rendez-vous commercialwith the trigger:

Trigger when a visitor requests a commercial appointment, provided his name and e-mail, and agrees to choose a niche.

Order the steps as follows: check availability, propose slots, create the appointment after confirmation. Reading comes before writing so that the agent does not reserve an already occupied slot.

Agent

Create AgentAssistant commercial, with the objective of “qualifying an application and arranging an appointment without promising an unverified niche”. Allow only this workflow and the necessary reading skills.

Each level has a different role: the ability brings together actions, the workflow imposes order, and the agent decides when the journey corresponds to its mission. Test an appointment request and a support request to verify that the correct perimeter is respected.

##7. Trigger AI Commitment with a guard

Cas: help a person who compares several products.

Adjustment	Example	Why?
Minimum pages	2	One page is not enough to report a hesitation.
Minimum duration	45 secondes	Avoid interrupting a very short visit.
Strategy	Question ciblée	A short question helps to understand the need.
Behaviour	Mettre en évidence	The visitor keeps control of opening the widget.
Limit	1 intervention par visite	Prevents repeated calls.
Judgment	After response, conversion or human transfer	The agent does not revive a person already supported.

Start with a single scenario and review Recent decisions. If Engaging decisions are relevant but too rare, adjust one threshold at a time. If visitors close the widget, reduce the frequency or return to a discreet notification.

#8. Configure an AI Sales Hunter Campaign

Cas: find B2B prospects for an acquisition consulting offer.

1. Define PKI:agences e-commerce en France, 10 à 50 salariés, qui cherchent à améliorer leur acquisition organique.
2. Select the objective Generate leads.
3. Select an available search source, for example Autonomous web search.
4. Start in Suggestion mode with5 nouveaux prospects par jour.
5. Choose a Manual frequency for the first test.
6. Create a campaign namedTest agences e-commerce — France.
7. Use Start now after reviewing the proposed results.

Each criterion reduces noise: the sector and size describe the target, the location limits the perimeter, and the objective indicates what a useful prospect is. The Suggestion mode allows you to check matches and messages before any output. A manual campaign facilitates control of the first batch; go to a planned pace only after this review.

#9. Connect a channel and enable automatic responses

Cas: reply to Telegram messages from a support bot.

1. Create the bot with BotFather and copy its token in **Hub d
2. Send a test message from a separate account.
3. Check that the conversation appears and answer manually for the first time.
4. Reread the IA proposals and activate Auto-reply only when the tone, knowledge and scope are validated.

The separate test first confirms reception and webhook. Automatic activation is an external publication: it must come after checking the account, content and back-up behavior. In case of a change of business rule, temporarily disable Auto-reply before updating the knowledge.

Common verification method

For each configuration, keep a small set of tests:

• a case that must work;
• a reformulation of the same need;
• a case outside the perimeter which must be refused or returned to the fold;
• a writing action which must ask for confirmation;
• a case of error or missing permission.

Note the set value, expected result and observed result. This trace shows whether a change in threshold, source, permission or content has actually improved the course.