Home/Campaigns/Step 2: AI Assistant Customization

Part of Creating a Campaign — Step 2 of 5.

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.

AI Assistant Customization step, showing the collapsible Sections panel (General Settings, Header Design, Contact Information, Chat Customization, Lead Settings, Meeting Booking) and a live preview panel on the right

Step 2 — the six collapsible sections, with the live preview panel on the right.

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
General Settings section expanded, showing Header title, Subtitle, and Font Family fields filled in

The General Settings section, expanded.

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
Header Design section expanded, showing Header Logo upload, Header Background Color, Header Font Color, and Header CTA links

The Header Design section, expanded.

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
Contact Information section expanded, showing Contact Page URL and a Contact Details entry with purpose, email, and phone number

The Contact Information section, expanded.

4. Lead Engagement Section

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. Each field can be individually set to one of the two states below, or unchecked if you don't want to ask for that information at all. Name is checked by default the first time you turn on lead capture, so there's at least one field ready to go — you can still switch it to Optional or uncheck it like any other field.

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

Available fields:

  • Name — Mandatory / Optional (checked by default)
  • Email — Mandatory / Optional
  • Company Name — Mandatory / Optional
  • Job Title — Mandatory / Optional
  • Number of Employees — Mandatory / Optional
  • Phone Number — Mandatory / Optional
  • Country — Mandatory / Optional

💡 Tip: Only ask for data you'll actually use. Too many mandatory fields can reduce form completion rates. For top-of-funnel campaigns, consider making most fields optional or hidden.

Custom Fields

Need to ask for something beyond the fields above? Click + Add custom field below the field list to add up to 10 of your own — each one is a Text or Dropdown question, and can be dragged into any position among the standard fields, set to Mandatory/Optional, and enabled or disabled just like a standard field.

  • Text example: "Age" — a text field with number validation, restricted to a 18–50 range
  • Dropdown example: "Preferred Contact Method" — with choices Email, Phone, Text
Lead Settings section expanded, showing the capture-before-chat toggle, welcome message, collection mode, and the list of lead detail fields

The Lead Settings section, expanded.

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?"
Chat Customization section expanded, showing the Greeting Message field and three Kickoff Question Suggestion fields

The Chat Customization section, expanded.

6. Meeting Booking

Toggle whether visitors can book a meeting directly from chat, and choose whether this campaign uses your global scheduler defaults or a scheduler override just for this campaign.

Meeting Booking section expanded, showing the booking toggle, Use default settings with the connected Calendly link, and Override for this campaign

The Meeting Booking section, expanded.

For the full picture — scheduler setup, prefill behavior, and what visitors experience in chat — see In-chat Meeting Booking.

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