> 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/general-settings.md). # General Settings ## 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 `` tag of your website {% hint style="info" %} 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. {% endhint %} ### 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 {% hint style="info" %} The default language should also be included in the list of supported languages. {% endhint %} ### 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 {% hint style="info" %} 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. {% endhint %} Available grid connection types include: * On-Grid * Zero Injection * Off-Grid {% hint style="info" %} Residential and commercial options are configured separately, allowing each customer type to see only the supported connection types. {% endhint %} ### 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. {% hint style="info" %} Package creation and management are handled on the **Settings > Project >** [**Packages**](https://docs.solarvis.co/configuration/settings-page/project-settings/package-settings) page. **Important**: Packages apply only to the residential project type. {% endhint %} ### 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 {% hint style="info" %} Only the enabled channels are available during proposal delivery. {% endhint %} ### 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. {% hint style="info" %} Before enabling this option, make sure the desired proposal template has been marked as **Favorite** in the company settings. {% endhint %} *** ## Related Pages * [AI Sales Assistant](/solarvis-modules/ai-sales-assistant.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.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) [Feel free to contact us](https://www.solarvis.co/en/company/contact) if you need further assistance. --- # Agent Instructions This documentation is published with GitBook. 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