Overview
AI Chat settings control how the AI Chat copilot behaves in your project. You can choose a personality, customize response style, enable or disable data tools, and configure language and knowledge library defaults.
These settings are project-level. Each project can have its own AI Chat configuration. Changes apply to all new chat sessions in the project.
Personality
Choose how the AI communicates with you by selecting one of four personality presets:
| Preset | Description |
|---|
| Professional | Precise, data-driven, and authoritative. Best for reports and formal content. |
| Friendly | Conversational, approachable, and encouraging. Good for brainstorming. |
| Concise | Bullet points, brief, straight to the point. Ideal for quick answers. |
| Creative | Exploratory, novel angles, idea-generating. Great for marketing copy. |
Additional Instructions
Write custom instructions that are appended to every chat message. Use this for specific preferences like “Always respond in Dutch”, “Use bullet points for data”, or “Cite specific numbers from reports.”
The field supports up to 500 characters.
Response Style
Control how verbose and formatted responses are.
- Response length — Choose between Concise, Balanced (default), or Detailed. This controls how much information the AI includes in each response.
- Markdown formatting — When enabled (default), responses are rendered with rich formatting including headers, bold text, lists, and tables. Disable for plain text responses.
- Always fetch live data — When enabled (default), the AI always queries your product catalog and analytics tools before responding. When disabled, the AI may answer from general knowledge without fetching live data.
If you find responses too long or too short, adjust the response length setting instead of adding instructions like “keep it short” to every prompt.
Knowledge Library
Control whether your brand context is included in every AI response.
- Include Knowledge Library context — When enabled (default), your brand voice, target audience, and company values from the Knowledge Library inform every response. Disable this if you want the AI to respond without brand-specific context.
Default Language
Set a default language for new chat sessions. The AI will respond in this language by default.
Select a language from the dropdown, or leave it set to No default (use any language) to let the AI respond in whatever language you write in. This can be overridden per session.
Choose which data tools the AI can use. Disabling a category prevents the AI from fetching that type of data.
| Category | Tools | Description |
|---|
| Quality & Catalog | 7 | Quality scores, field coverage, catalog stats, improvement roadmap. |
| Analytics & Revenue | 7 | Revenue, top products, conversion funnel, marketing analytics. |
| Customers | 2 | Customer segments (RFM) and customer analytics. |
| Search & SEO | 2 | Site search analytics and Google Search Console performance. |
| Operations | 2 | Task statuses and integration sync health. |
If you disable all tool categories, the AI will not be able to fetch any live data and can only answer from general knowledge and your Knowledge Library context.
Saving Changes
When you modify any setting, a save bar appears at the bottom:
- Save changes — Persists your AI Chat settings to the project.
- Reset — Reverts all changes to the last saved state.
