> For the complete documentation index, see [llms.txt](https://docs.solarvis.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solarvis.co/solarvis-modules/ai-sales-assistant.md).

# AI Sales Assistant

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

AI Sales Assistant serves as the first point of contact for visitors on your website.

Using your company's training data and configuration settings, it can answer questions about your products and services, collect lead information, and support a pre-feasibility report.

Before publishing the assistant, you can configure its behavior, branding, supported regions, calculation settings, knowledge base, and conversation flow from a single interface.

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

From the AI Sales Assistant settings, you can do the following points:

* Connect the assistant to your website knowledge
* Adjust cost configuration and feasibility settings & define regulations
* Configure company branding and widget behavior
* Select supported languages and countries
* Customize messaging and contact channels
* Add privacy notices and consent requirements
* Train the assistant using company information
* Manage greeting messages and conversation starters
* Preview changes before publishing

## AI Sales Assistant **Page Structure** <a href="#ai-sales-assistant-page-structure" id="ai-sales-assistant-page-structure"></a>

AI Sales Assistant is configured through seven setup stages:

* **General** - Configure deployment, branding, localization, communication, and general assistant behavior.
* **Cost Configuration** - Define the cost data used in feasibility calculations.
* **Regulations** - Arrange regulatory settings used by the assistant.
* **Cost Configuration Test** - Check calculation settings.
* **Training** - Provide the company knowledge used when answering visitor questions.
* **Greeting** - Personalize the assistant's welcome message and conversation starters.
* **Theme** – Customize the assistant's visual appearance using preset themes, colors, and fonts.

After configuring each stage, you can review the assistant in the preview panel before publishing it to your website.

### General <a href="#general" id="general"></a>

The **General** tab contains the core settings required to deploy and configure the AI Sales Assistant.

Here you can configure:

* Publish the assistant and connect it to your website
* Configure company branding, widget behavior, and visual appearance
* Select supported languages, countries, and feasibility settings
* Arrange cost, regulations settings
* Set up messaging channels, contact information, and consent requirements
* Train the assistant using company-specific knowledge
* Define greeting messages and conversation starters
* Preview changes before publishing

### Cost Configuration <a href="#cost-configuration" id="cost-configuration"></a>

The **Cost Configuration** tab defines the cost data used during the assistant's feasibility calculations.

Here you can:

* Use the Solar Lead Generation’s cost configuration or define new configurations
* Include battery costs in PV System ROI calculations or not

### Regulations <a href="#regulations" id="regulations"></a>

The **Regulations** tab allows you to configure the regulatory settings used during assistant workflows.

These settings ensure that feasibility calculations and proposal results follow the applicable regulations and company requirements.

### Cost Configuration Test <a href="#cost-configuration-test" id="cost-configuration-test"></a>

The **Cost Configuration Test** tab offers to test the configuration used for calculations before publishing it to real customers by using sample DC power, DC/AC Ratio, and battery power (optional).

### Training <a href="#training" id="training"></a>

The **Training** tab defines the company knowledge the assistant uses when responding to visitors.

Training sources may include:

* Website content
* Uploaded documents or text blocks

Providing accurate and up-to-date information helps the assistant deliver more relevant and consistent responses.

### Greeting <a href="#greeting" id="greeting"></a>

The **Greeting** tab controls how conversations begin.

Here you can configure:

* Welcome message
* Conversation starters
* Quick reply options

These settings help visitors quickly understand what the assistant can do and guide them toward the most relevant conversation flow.

### Theme <a href="#theme" id="theme"></a>

The **Theme** tab allows you to customize the visual appearance of the AI Sales Assistant to match your company's branding.

Here you can configure:

* Select one of the available preset themes
* Use your company color or choose a custom accent color
* Select a font from the available font options

## Summary <a href="#summary" id="summary"></a>

AI Sales Assistant is a configurable website assistant that answers visitor questions, collects potential customer and project information, and supports your solar sales process.

Through General, Cost Configuration, Regulations, Power Tester, Training, Greeting, and Theme, you configure its behavior, calculations, knowledge base, conversation flow, and visual appearance before publishing.

***

## Related Pages <a href="#related-pages" id="related-pages"></a>

* [General Settings](/solarvis-modules/ai-sales-assistant/general-settings.md)
* [Cost Configuration](/solarvis-modules/ai-sales-assistant/cost-configuration.md)
* [Regulations](/solarvis-modules/ai-sales-assistant/regulations.md)
* [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test.md)
* [Training](/solarvis-modules/ai-sales-assistant/training.md)
* [Greeting](/solarvis-modules/ai-sales-assistant/greeting.md)
* [Theme](/solarvis-modules/ai-sales-assistant/theme.md)
* [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey.md)

Still stuck? You can always [**get in touch with us!**](https://www.solarvis.co/en/company/contact)


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