Owner dashboard

Draft

Help Bot

Finish the essentials, preview the visitor app, then launch when ready.

Next best action

Finish essentialsReview the owner-controlled settings that shape the visitor experience.Finish essentials

Setup health

0 of 3 essentials ready

  • Visitor message
  • Questions
  • Request delivery

Requests

Manage new requests

New requests and submissions will appear here after the app is live.

Visitor preview

See what visitors see

Open the same visitor app that the public page and embed will use.Open preview

Launch & share

Launch when ready

Preview, copy, embed, and publish controls live in Workspace when the app is ready.

Edit app

Setup in progress

Set up Help Bot

These settings control what visitors see, what the app asks, and where requests go.

Next best action

0 of 3 essentials ready

Preview what visitors will experience

Check the message, questions, and request handoff before you save or launch.
  • Visitor message
  • Questions
  • Request delivery
Preview visitor app
  1. 1Confirm setupReview the essentials below
  2. 2PreviewTest the visitor experience
  3. 3Save & launchContinue from Workspace

Basic setup

Start with the settings most owners need first

2 basic areas
Advanced AI controlsAI behaviorOptional controls for assistant behavior, triage, suggested reply, and owner handoff intelligence.AI modeTriageReply5 settingsSafe to edit

Draft content Visitors will see this in the Smart App.

Draft content Visitors will see this in the Smart App.

Draft content Visitors will see this in the Smart App.

Draft content Visitors will see this in the Smart App.

Draft content Visitors will see this in the Smart App.

Advanced AI controlsAI behaviorOptional controls for assistant behavior, triage, suggested reply, and owner handoff intelligence.AI modeTriageReply4 settingsSafe to edit

Add one item per line. Draft content Visitors will see this in the Smart App.

Add one item per line. Draft content Visitors will see this in the Smart App.

Use the email address that should receive follow-up messages. Used for owner handoff and launch readiness. Saves to config overrides. Config override This helps control what happens after a visitor submits a request.

Optional setupOptional advanced controls for agentic behavior and runtime visuals1 advanced areas
Visual setupImage & brandingAdd or update the image shown in the Smart App runtime side card.Image URLAlt textPreview2 settingsOptional

Use a full URL starting with http:// or https://. Paste a full http/https image URL to replace the runtime visual placeholder. Leave blank to use the default visual card. Advanced control Draft content Visitors will see this in the Smart App.

Short accessible description for the runtime image. Advanced control Draft content Visitors will see this in the Smart App.

DMXReady AI | Create AI Smart Apps for Websites