General Settings
The General Settings page defines the core configuration of AI Sales Assistant, including deployment, localization, communication, and proposal settings that shape the overall visitor experience.
Purpose of This Page
Use this page to configure the core behavior of AI Sales Assistant before completing the remaining setup.
From this page, you can define how the assistant is deployed, customize its branding, configure localization and communication preferences, manage legal requirements, and apply the default company and proposal settings used throughout the visitor journey.
What You Can Do Here
Activate the AI Sales Assistant and configure website deployment
Customize company branding, widget appearance, and preview the assistant
Configure supported languages, countries, and grid connection types
Select the feasibility type and number formatting
Enable Email and SMS proposal delivery channels
Configure legal notices, consent requirements, and company contact information
Apply the default proposal template
Page Structure
The General Settings page is organized into separate configuration parts. Each part controls a specific aspect of the AI Sales Assistant, from deployment and branding to localization, communication, and proposal settings.
Configure the required fields in each panel and save your changes before proceeding to the next section.
General Info
The General Info part controls the availability and deployment of the AI Sales Assistant.
Here you can do the points below:
Activate or deactivate the assistant
Enable Under Construction to temporarily hide the assistant from website visitors
Enter the website domain where the assistant will be embedded
Copy the website integration script
Add the script before the closing
</body>tag of your website
The AI Sales Assistant becomes available to visitors only after the integration script has been added to your website and Under Construction has been disabled.
Branding
The Branding part defines the company identity and the appearance of the AI Sales Assistant.
The points below can be defined:
Enter the company name displayed in the assistant
Use the company logo configured in solarVis or upload a new one
Adjust the logo padding and select the widget position on the website
Enable or disable the animated floating button
Use the website preview to verify the branding and widget placement before saving your changes.
Languages
The Languages part determines which languages visitors can use while interacting with the AI Sales Assistant.
Select one or more supported languages
Choose the default language displayed when the assistant opens
The default language should also be included in the list of supported languages.
Localization
The Localization part controls the geographical availability of the AI Sales Assistant and the grid connection options available during the feasibility process.
Restrict location services to selected countries
End users cannot find their location if the country has not been added to the list of available countries, as Google Maps search is limited to those countries.
Available grid connection types include:
On-Grid
Zero Injection
Off-Grid
Residential and commercial options are configured separately, allowing each customer type to see only the supported connection types.
Feasibility Type
The Feasibility Type part determines which calculation method will be used to display feasibility reports to the end-user.
Available options include:
Cost-Based Feasibility - Uses the pricing and calculation rules configured in Cost Configuration.
Package-Based Feasibility - Uses predefined package configurations.
Package creation and management are handled on the Settings > Project > Packages page.
Important: Packages apply only to the residential project type.
Decimal Separator
The Decimal Separator part controls how numerical values are displayed in feasibility results.
Use the decimal separator configured in the company settings
Override the company format with a dedicated format for the AI Sales Assistant
Messaging Channels
The Messaging Channels part defines how feasibility proposals are delivered to visitors.
Email
SMS
Only the enabled channels are available during proposal delivery.
Legal Content
The Legal Content part controls the notices and consent fields displayed throughout the AI Sales Assistant flow.
You can configure the points below:
Privacy Notice - legal text to users
Marketing Consent - consent for sending marketing emails
Data Transfer Consent - third-party data sharing
For each item, you can:
Edit the displayed content
Enable or disable its visibility
Require visitor confirmation when applicable
Contact Information
The Contact Information part determines which company contact details are used throughout the AI Sales Assistant.
Use the contact information configured in the company settings
Disable this option when different contact details should be used for the assistant
Proposal Template
The Proposal Template part defines which proposal template is applied to proposals generated through the AI Sales Assistant.
Enable Use Favorite Template to automatically use the proposal template marked as the company favorite, or choose a different template from the proposal preferences.
Before enabling this option, make sure the desired proposal template has been marked as Favorite in the company settings.
Related Pages
Feel free to contact us if you need further assistance.
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