Creating a ZipTier Campaign

In ZipTier, everything starts with a campaign. Think of a campaign as the workspace where you bring together your content, branding, and engagement settings to launch an AI Assistant that's tailored to your specific marketing goals. Whether you're integrating the Assistant in your marketing website, running a webinar, promoting a product launch or organizing a customer workshop, each campaign holds all the assets and rules that your AI Assistant needs to deliver accurate answers, capture leads, and stay on brand.

The campaign creation process is designed as a three-step wizard, guiding you from setting up basic information, through customizing the assistant's appearance and behavior, and finally building the knowledge base. This structured approach ensures that every campaign you create is complete, consistent, and ready to deliver value from day one.

Step 1: Campaign Overview

The Campaign Overview is the first step in creating a ZipTier campaign. Here, you define what type of experience you're creating and provide the essential details that help your AI Assistant understand its purpose.

Selecting Your Campaign Type

Choose between two primary campaign types based on what your AI Assistant will help with:

🎤 Event

• Best for: Webinars, conferences, workshops, trade shows, training sessions
• The AI Assistant will help attendees with event details, logistics, session content, and speaker information

🌐 Web Content

• Best for: Company websites, product pages, research reports
• The AI Assistant will help visitors understand your company, products, or services

For Event Campaigns

When you select Event, you'll be asked to provide:

• Event Type — Select from:
  • Conference
  • Webinar
  • Workshop
  • Trade Show
  • Seminar
  • Customer Summit
  • Training Session
  • Other
• Event Name — The name of your event as attendees know it
  Example: "Data Security Summit 2025", "Marketing Workshop Series"
• Expected Attendees — Provide the estimated number of attendees expected at the event.

For Web Content Campaigns

When you select Web Content, you'll be asked to provide:

• Content Type — Select from:
  • Company Website
  • Product or Service Offering
  • Other
• Title — The name of the company, product, or content
  Example: "Acme Inc.", "CloudSync Pro", "Q4 Market Report"
• Estimated Traffic — Provide the estimated traffic received by this website on a daily basis.

AI Assistant Availability

Define when your AI Assistant will be available to interact with your audience:

• Start Date (Required): The date this campaign goes live. Users can start using the AI Assistant from this date.
• End Date (Required): The date the campaign stops. The AI Assistant will no longer be available after this date.

Campaign Name

• Enter a friendly name to organize and find this campaign in your dashboard
• This is for internal reference only
• Examples: "Q1 2025 Product Launch", "Marketing Summit 2025"

Branded URL (Optional)

Create a custom branded subdomain for your campaign's chat URL. This makes your link more memorable and professional when sharing with prospects.

• Enter a short brand name (lowercase letters and numbers only, up to 20 characters)
• The branded URL will follow the format: yourbrand.ziptier.ai/chat
• Example: Entering "acme" creates the URL acme.ziptier.ai/chat
• A live preview of the URL is shown as you type

Step 2: AI Assistant Customization

AI Assistant customization allows you to transform the generic chat interface into a branded, personalized experience that aligns with your campaign goals and company identity.

Customization happens at the campaign level, meaning each ZipTier campaign can have its own unique AI Assistant personality, appearance, and behavior. Click the 'Preview' button at the bottom of the page at any time to see how your changes will look in the live AI Assistant interface.

1. General Settings

Title & Subtitle

• Sets context at the top of your AI Assistant
• Example:
  • Title: "Broncor Americas Customer Summit 2025"
  • Subtitle: "February 18–20, 2025 | Louisville, KY"

Typography (Font Selection)

• Available fonts: Inter, Lexend, Open Sans, Roboto, Helvetica
• Purpose: Match your brand's style guide

2. Header Customization

Header Logo

• Sets your brand logo image at the top of the AI Assistant
• Recommended size: 200x50px up to 400x100px
• Supported formats: PNG, JPG, SVG

Header Background Color

• Background color for the AI Assistant header
• Default: blue

Header Font Color

• Color used for header text
• Default: white

Header CTA Links

Set up clickable links in the AI Assistant header to drive actions

• Learn more → https://yourcompany.com/summit2025
• Book a demo → https://calendly.com/yourcompany/demo

3. Contact Information

Provide contact details so prospects can reach the right people directly from the AI Assistant. This section allows you to set up a contact page link and specific contact entries for different purposes (e.g., registration, logistics, general inquiries).

Contact Page URL (Optional)

• Link to your website's contact page
• If provided, a "Contacts Page" link appears at the top of the Contact Us dropdown in the AI Assistant

Contact Details

Add contact entries for different purposes. Each entry includes a purpose label, email address, and phone number. Prospects can open up their default email client or copy/paste the email and phone number to reach out.

Below are few examples of contact entries you might set up:

• Registration — e.g., registration@yourcompany.com
• Logistics — e.g., logistics@yourcompany.com
• General Inquiries — e.g., info@yourcompany.com
• You can add, edit, or remove entries as needed
• Each entry supports a purpose label (up to 50 characters), email address, and phone number

4. Welcome Page Customization

Specify the welcome message and user information collection settings for your AI Assistant's welcome page.

Greeting Message

• Appears on the AI Assistant welcome page
• Limit: 300 characters
• Example: "Welcome to the Widget X experience center! I'm here to answer your questions and guide you through implementation options."

User Information Collection

Configure the information you collect from prospects before they start using the AI Assistant. Name is always required and cannot be disabled. All other fields can be individually set to one of the two states below. Uncheck a field if you don't want to ask for that information at all.

• Mandatory — Field is shown and required (marked with *)
• Optional — Field is shown but not required

Available fields:

• Name — Always required
• Email — Mandatory / Optional
• Company Name — Mandatory / Optional
• Job Title — Mandatory / Optional
• Number of Employees — Mandatory / Optional
• Phone Number — Mandatory / Optional
• Country — Mandatory / Optional

5. Chat Customization

Kickoff Questions

Choose 3 questions as conversation starters. Pick questions that showcase the variety of topics your AI Assistant can help with.

• "Give me a quick summary of the summit agenda"
• "What are the unique features of Widget X?"
• "As a small retailer, what ROI can I expect?"

Step 3: Campaign Knowledge Base

The Campaign Knowledge Base step is where you build the knowledge that powers your AI Assistant for your ZipTier campaign. This step has two distinct workflows — Documents and Web Pages — accessible via tabs at the top of the page. Together, they enable the assistant to provide accurate, relevant answers to your audience's questions.

Documents Knowledge Base

Upload files containing the information you want the AI Assistant to use when answering questions.

Supported Formats & Limits

• PDF, DOC, DOCX, PPT, PPTX, JPG, PNG, TXT
• Up to 50 documents
• Maximum 25MB per file

Not sure what to upload?

Click the "Not sure what to upload?" link to see suggested documents based on your campaign type. ZipTier provides tailored recommendations for:

• Events: Agendas, speaker bios, session schedules, venue details, FAQs
• Web Content: Company overview, product specs, case studies, pricing info

For a complete guide on what documents to upload for each campaign type, see Suggested Documents.

Document Upload Process

1. Click the upload area or drag-and-drop files
2. Monitor progress — ✅ green check = success, ❌ red X = failure
3. Remove or re-upload files as needed
4. Uploaded files appear in the Document Knowledge base section below the upload area

Document Visibility

Use the eye icon next to the "Document Knowledge base" heading to toggle whether documents are shown in the AI Assistant's Resources dropdown. When the eye icon is active (blue), documents are visible to prospects; when inactive, documents are used only for training the AI.

Web Pages Knowledge Base

Add web pages from your website to your campaign's knowledge base. The Web Pages workflow has two tabs: Web Crawler for discovering and selecting pages, and Web Knowledge Base for managing websites already added.

Web Crawler

Automatically import pages from your website into your Campaign Knowledge base. Use crawl depth and path filters to control which pages get included.

Adding a Website

• Enter the Website URL (required) — the starting URL to crawl
• Select the Crawl Depth (required):
  • Page only — Just the single URL you entered
  • Level 1 (linked pages) — The page and all web pages linked from it belonging to the same website domain (e.g., homepage and all pages linked in the navigation menu)
• Optionally set path filters to first select which pages to include and within these pages which ones to exclude:
  • Include paths containing — Only crawl URLs that contain these path segments (e.g., docs, blog, products)
  • Exclude paths containing — Skip URLs that contain these path segments (e.g., privacy, terms, login)
• Click Start Crawl to begin discovering pages

Reviewing Crawled Pages

After the website crawl completes, discovered pages appear in the Crawled Pages section. From here you can:

• Review the list of discovered pages
• Click 'Preview' to see the extracted version of the web page that will be used to train the AI Assistant
• Deselect any pages you don't want included in the knowledge base. Note - we support adding up to 100 pages per website.
• Search and filter through the page list

Adding to Knowledge Base

Once you've selected the pages you want, click Add to Knowledge Base. This kicks off a background job that parses all selected web pages and adds them to the campaign's knowledge base. A progress bar is shown in the Web Knowledge Base tab while processing is underway. You can step away — processing continues in the background.

During processing, each web page goes through a multi-pass cleanup pipeline that strips navigation menus, cookie banners, footers, and other boilerplate content — keeping only the meaningful text that powers your AI Assistant's responses. For full details on what is retained and removed, see Web Content Processing.

Web Knowledge Base

The Web Knowledge Base tab shows all websites that have been added to the campaign. From here you can manage your web knowledge base:

• View status — See the processing progress for each website
• Manage pages — Remove individual pages from a website's knowledge base
• Toggle visibility — Set the site URL on or off for visibility in the AI Assistant
• Delete a website — Remove a website and all its pages from the knowledge base entirely

✅ Best Practices

1. Choose the right campaign type — This determines the document suggestions and helps the AI understand context
2. Keep greeting messages conversational — Introduce the AI Assistant and explain how users can benefit from it
3. Pick diverse kickoff questions — Showcase the range of topics the AI can help with
4. Only capture necessary lead data — Too many fields can reduce completion rates
5. Upload comprehensive documents — The more relevant content you provide, the better the AI can answer questions
6. Use the Resources dropdown strategically — Feature your most important assets while keeping training material hidden
7. Test on both desktop and mobile — Use the Preview feature before launching

📝 Pre-Launch Checklist

• Campaign type and details correctly set
• Branded URL configured (if desired)
• Header title and logo reflect your campaign
• Colors match brand guidelines
• Contact information entries are complete and accurate
• Welcome message is clear and under 300 characters
• Kickoff questions are relevant and engaging
• User information fields configured appropriately (mandatory vs. optional)
• All necessary documents uploaded
• Resources dropdown shows priority assets
• Start and end dates are correct
• Mobile experience tested

🔧 Troubleshooting

• Colors don't match: Use hex codes (#RRGGBB)
• Fonts not displaying: Stick to supported fonts
• Welcome message cut off: Keep under 300 characters
• Links not working: Use full URLs with https://
• Documents not processing: Check file size (max 25MB) and format